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 | 2,165 | 131,123 | SH | SOLE | 131,123 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 18,099 | 445,800 | SH | SOLE | 445,800 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 19,580 | 1,768,668 | SH | SOLE | 1,768,668 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 8,237 | 92,580 | SH | SOLE | 92,580 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 20,570 | 792,990 | SH | SOLE | 792,990 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 11,388 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 7,353 | 186,629 | SH | SOLE | 186,629 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 14,494 | 179,873 | SH | SOLE | 179,873 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,480 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 3,242 | 89,868 | SH | SOLE | 89,868 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 21,462 | 305,953 | SH | SOLE | 305,953 | 0 | 0 | ||
| PINNACLE ENTMT INC NEW | COM | 72348Y105 | 16,281 | 834,111 | SH | SOLE | 834,111 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 15,222 | 273,490 | SH | SOLE | 273,490 | 0 | 0 | ||