The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AerCap Holdings NV COM N00985106 309,819 6,161,864 SH   SOLE   5,219,178 0 942,686
Alphabet Inc Cl A COM 02079K305 306,533 110,210 SH   SOLE   94,598 0 15,612
Alphabet Inc Cl C COM 02079K107 2,878,313 1,030,549 SH   SOLE   868,472 0 162,077
Amazon.com Inc COM 023135106 2,137,080 655,556 SH   SOLE   551,368 0 104,188
American International Group COM 026874784 829 13,200 SH   SOLE   13,200 0 0
Anthem Inc COM 036752103 1,168,360 2,378,486 SH   SOLE   2,007,646 0 370,840
Aon PLC COM G0403H108 1,461,587 4,488,491 SH   SOLE   3,782,965 0 705,526
Bank of America Corp COM 060505104 3,203 77,700 SH   SOLE   67,150 0 10,550
Berkshire Hathaway Inc-Cl B COM 084670702 20,879 59,161 SH   SOLE   50,092 0 9,069
Capital One Financial Corp COM 14040H105 448,922 3,419,313 SH   SOLE   2,875,696 0 543,617
Charter Communications Inc-A COM 16119P108 155,953 285,880 SH   SOLE   251,697 0 34,183
Citigroup Inc COM 172967424 1,138,304 21,316,548 SH   SOLE   18,009,129 0 3,307,419
Comcast Corp-Class A COM 20030N101 1,268,903 27,101,724 SH   SOLE   22,790,569 0 4,311,155
ConocoPhillips COM 20825C104 560 5,600 SH   SOLE   5,600 0 0
Dish Network Corp Cl A COM 25470M109 546,125 17,255,129 SH   SOLE   14,559,940 0 2,695,189
Ecolab Inc COM 278865100 4,367 24,732 SH   SOLE   19,596 0 5,136
General Electric Co COM 369604301 1,216,945 13,299,949 SH   SOLE   11,301,897 0 1,998,052
General Motors Co COM 37045V100 472,950 10,812,754 SH   SOLE   9,171,464 0 1,641,290
Goldman Sachs Group Inc COM 38141G104 1,127,156 3,414,590 SH   SOLE   2,839,595 0 574,995
Hilton Worldwide Holdings Inc COM 43300A203 986,697 6,502,552 SH   SOLE   5,483,741 0 1,018,811
IAC/InterActiveCorp COM 44891N208 263,113 2,623,787 SH   SOLE   2,240,740 0 383,047
Intl Business Machines Corp COM 459200101 351 2,700 SH   SOLE   2,700 0 0
JPMorgan Chase & Co COM 46625H100 1,416 10,385 SH   SOLE   10,101 0 284
Liberty Broadband-A COM 530307107 98,230 749,501 SH   SOLE   685,941 0 63,560
Liberty Broadband-C COM 530307305 1,131,996 8,365,325 SH   SOLE   6,946,690 0 1,418,635
Liberty Global Plc-Series C COM G5480U120 1,776 68,558 SH   SOLE   68,558 0 0
LyondellBasell Industries-Cl A COM N53745100 304,049 2,957,100 SH   SOLE   2,495,891 0 461,209
Marriott International -Cl A COM 571903202 1,566,176 8,911,383 SH   SOLE   7,497,113 0 1,414,270
Meta Platforms Inc COM 30303M102 1,652,123 7,429,947 SH   SOLE   6,259,169 0 1,170,778
Microsoft Corp COM 594918104 2,937,859 9,528,912 SH   SOLE   8,035,508 0 1,493,404
Morgan Stanley COM 617446448 1,234,798 14,128,128 SH   SOLE   11,947,862 0 2,180,266
Netflix Inc COM 64110L106 1,109,095 2,960,824 SH   SOLE   2,494,393 0 466,431
Oracle Corp COM 68389X105 6,494 78,494 SH   SOLE   78,494 0 0
Thermo Fisher Scientific Inc COM 883556102 16,946 28,691 SH   SOLE   21,750 0 6,941
Travelers Companies, Inc COM 89417E109 1,261 6,900 SH   SOLE   6,900 0 0
UnitedHealth Group Inc COM 91324P102 1,481,276 2,904,634 SH   SOLE   2,449,472 0 455,162
Visa Inc-Class A Shares COM 92826C839 383,345 1,728,569 SH   SOLE   1,456,769 0 271,800
W R Berkley Corp COM 084423102 5,485 82,365 SH   SOLE   67,365 0 15,000
Walt Disney Co/The COM 254687106 484,599 3,533,090 SH   SOLE   2,959,895 0 573,195
Wells Fargo & Co COM 949746101 805,683 16,625,723 SH   SOLE   14,070,851 0 2,554,872
Willis Towers Watson PLC COM G96629103 267 1,130 SH   SOLE   1,130 0 0
Woodward Inc COM 980745103 469,268 3,756,846 SH   SOLE   3,142,108 0 614,738