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 | 2,644 | 152,462 | SH | SOLE | 152,462 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 18,207 | 415,690 | SH | SOLE | 415,690 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 10,847 | 114,270 | SH | SOLE | 114,270 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 29,545 | 678,420 | SH | SOLE | 678,420 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 11,040 | 152,943 | SH | SOLE | 152,943 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 29,043 | 891,154 | SH | SOLE | 891,154 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 4,229 | 120,780 | SH | SOLE | 120,780 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 23,801 | 382,033 | SH | SOLE | 382,033 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 16,290 | 126,430 | SH | SOLE | 126,430 | 0 | 0 | ||