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
OMB APPROVAL
OMB Number: 3235-0006
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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 370,181 9,042,041 SH   SOLE   7,652,768 0 1,389,273
Alphabet Inc Cl A COM 02079K305 211,576 97,086 SH   SOLE   83,833 0 13,253
Alphabet Inc Cl C COM 02079K107 1,955,077 893,770 SH   SOLE   753,911 0 139,859
Amazon.com Inc COM 023135106 1,377,457 12,969,186 SH   SOLE   10,918,208 0 2,050,978
American International Group COM 026874784 675 13,200 SH   SOLE   13,200 0 0
Aon PLC COM G0403H108 1,017,291 3,772,214 SH   SOLE   3,183,242 0 588,972
Bank of America Corp COM 060505104 2,419 77,700 SH   SOLE   67,150 0 10,550
Berkshire Hathaway Inc-Cl B COM 084670702 16,152 59,161 SH   SOLE   50,092 0 9,069
Capital One Financial Corp COM 14040H105 351,464 3,373,296 SH   SOLE   2,837,941 0 535,355
Charter Communications Inc-A COM 16119P108 132,422 282,633 SH   SOLE   251,930 0 30,703
Citigroup Inc COM 172967424 962,789 20,934,756 SH   SOLE   17,696,930 0 3,237,826
Comcast Corp-Class A COM 20030N101 1,052,815 26,830,140 SH   SOLE   22,584,223 0 4,245,917
ConocoPhillips COM 20825C104 173,741 1,934,544 SH   SOLE   1,567,717 0 366,827
Dish Network Corp Cl A COM 25470M109 303,333 16,917,615 SH   SOLE   14,268,013 0 2,649,602
Ecolab Inc COM 278865100 3,803 24,732 SH   SOLE   19,596 0 5,136
Elevance Health Inc COM 036752103 646,774 1,340,243 SH   SOLE   1,137,666 0 202,577
General Electric Co COM 369604301 834,648 13,108,973 SH   SOLE   11,144,431 0 1,964,542
General Motors Co COM 37045V100 227,787 7,172,132 SH   SOLE   6,075,008 0 1,097,124
Goldman Sachs Group Inc COM 38141G104 1,005,788 3,386,262 SH   SOLE   2,820,210 0 566,052
Hilton Worldwide Holdings Inc COM 43300A203 719,757 6,458,697 SH   SOLE   5,456,012 0 1,002,685
IAC/InterActiveCorp COM 44891N208 196,566 2,587,415 SH   SOLE   2,203,632 0 383,783
Intl Business Machines Corp COM 459200101 381 2,700 SH   SOLE   2,700 0 0
iShares Russell 1000 Value COM 464287598 2,873 19,816 SH   SOLE   19,816 0 0
JPMorgan Chase & Co COM 46625H100 992 8,808 SH   SOLE   8,524 0 284
Liberty Broadband-A COM 530307107 82,990 730,870 SH   SOLE   668,172 0 62,698
Liberty Broadband-C COM 530307305 960,272 8,303,977 SH   SOLE   6,894,926 0 1,409,051
Liberty Global Plc-Series C COM G5480U120 1,514 68,558 SH   SOLE   68,558 0 0
LyondellBasell Industries-Cl A COM N53745100 358,003 4,093,331 SH   SOLE   3,456,601 0 636,730
Marriott International -Cl A COM 571903202 1,199,592 8,819,883 SH   SOLE   7,427,752 0 1,392,131
Meta Platforms Inc-Class A COM 30303M102 1,179,322 7,313,622 SH   SOLE   6,161,264 0 1,152,358
Microsoft Corp COM 594918104 2,278,098 8,870,061 SH   SOLE   7,484,104 0 1,385,957
Morgan Stanley COM 617446448 1,063,234 13,978,885 SH   SOLE   11,832,687 0 2,146,198
Netflix Inc COM 64110L106 961,442 5,498,041 SH   SOLE   4,633,967 0 864,074
Oracle Corp COM 68389X105 5,484 78,494 SH   SOLE   78,494 0 0
SPDR S&P 500 ETF Trust COM 78462F103 65,373 173,288 SH   SOLE   172,168 0 1,120
Thermo Fisher Scientific Inc COM 883556102 15,587 28,691 SH   SOLE   21,750 0 6,941
Travelers Companies, Inc COM 89417E109 1,167 6,900 SH   SOLE   6,900 0 0
UnitedHealth Group Inc COM 91324P102 1,474,244 2,870,246 SH   SOLE   2,422,366 0 447,880
Vanguard Communication Service COM 92204A884 517 5,495 SH   SOLE   5,495 0 0
Visa Inc-Class A Shares COM 92826C839 337,563 1,714,473 SH   SOLE   1,446,864 0 267,609
W R Berkley Corp COM 084423102 5,622 82,365 SH   SOLE   67,365 0 15,000
Walt Disney Co/The COM 254687106 327,507 3,469,352 SH   SOLE   2,904,872 0 564,480
Wells Fargo & Co COM 949746101 709,389 18,110,518 SH   SOLE   15,274,415 0 2,836,103
Woodward Inc COM 980745103 391,178 4,229,407 SH   SOLE   3,609,255 0 620,152