The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BLACK STONE MINERALS L P | COM UNIT | 09225M101 | 2,558 | 136,203 | SH | SOLE | 136,203 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 14,160 | 1,291,972 | SH | SOLE | 1,291,972 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 15,925 | 180,490 | SH | SOLE | 180,490 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 16,893 | 290,552 | SH | SOLE | 290,552 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 9,401 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 19,652 | 478,739 | SH | SOLE | 478,739 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 12,986 | 158,963 | SH | SOLE | 158,963 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 1,874 | 54,139 | SH | SOLE | 54,139 | 0 | 0 | ||
| MYLAN N V | SHS EURO | N59465109 | 13,821 | 362,290 | SH | SOLE | 362,290 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 20,880 | 329,853 | SH | SOLE | 329,853 | 0 | 0 | ||
| PINNACLE ENTMT INC NEW | COM | 72348Y105 | 18,991 | 1,309,771 | SH | SOLE | 1,309,771 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 14,749 | 267,640 | SH | SOLE | 267,640 | 0 | 0 | ||