Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting "Mattel, Inc.",MAT,,Buy,577081102,436123000.0,20228340.0,7.319 FedEx Corporation,FDX,,Buy,31428X106,374336000.0,1447324.0,6.282 General Electric,,,Buy,369604301,299383000.0,3169083.0,5.024 Discovery Inc - C,DISCK,,Buy,25470F302,285945000.0,12486644.0,4.799 MGM Resorts International,MGM,,Buy,552953101,262397000.0,5846629.0,4.404 IAC/InterActiveCorp,IAC,,Buy,44891N208,259369000.0,1984307.0,4.353 Biogen Inc,BIIB,,New,09062X103,205977000.0,858523.0,3.457 Realogy Holdings Corporation,RLGY,,Buy,75605Y106,200156000.0,11906920.0,3.359 Graham Holdings Company,GHC,,Buy,384637104,188866000.0,299868.0,3.17 RenaissanceRe Holdings Ltd.,RNR,,Buy,G7496G103,179935000.0,1062630.0,3.02 Madison Square Garden Sports C,MSGS,,Buy,55825T103,161061000.0,927076.0,2.703 Liberty Broadband Corporation,LBRDK,,New,530307305,138759000.0,861320.0,2.329 Fiserv Inc,FISV,,New,337738108,76019000.0,732426.0,1.276 Oscar Health Inc,OSCR,,New,687793109,71512000.0,9109822.0,1.2 Vimeo Inc.,VMEO,,New,92719V100,57582000.0,3206147.0,0.966 White Mountains Insurance Grou,WTM,,New,G9618E107,52319000.0,51602.0,0.878 Ingles Markets Incorporated -,IMKTA,,Buy,457030104,12310000.0,142580.0,0.207 Liberty Broadband Corporation,LBRDA,,New,530307107,3125000.0,19418.0,0.052 Cardinal Health Inc,CAH,,Buy,14149Y108,1113000.0,21608.0,0.019 XPO Logistics Inc,XPO,,New,983793100,883000.0,11403.0,0.015