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
Estimated average burden
hours per response: 23.8
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 2,424 153,792 SH   SOLE 153,792 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 26,767 613,890 SH   SOLE 613,890 0 0
CULLEN FROST BANKERS INC COM 229899109 8,872 94,480 SH   SOLE 94,480 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 11,776 483,200 SH   SOLE 483,200 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 24,566 704,900 SH   SOLE 704,900 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 14,393 183,583 SH   SOLE 183,583 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,976 766,240 SH   SOLE 766,240 0 0
MPLX LP COM UNIT REP LTD 55336V100 3,600 107,798 SH   SOLE 107,798 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 21,692 362,743 SH   SOLE 362,743 0 0