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

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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 3,105 173,062 SH   SOLE 173,062 0 0
CULLEN FROST BANKERS INC COM 229899109 12,548 132,570 SH   SOLE 132,570 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 12,136 650,000 SH   SOLE 650,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 34,376 807,520 SH   SOLE 807,520 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 4,965 77,343 SH   SOLE 77,343 0 0
MGM RESORTS INTERNATIONAL COM 552953101 37,873 1,134,254 SH   SOLE 1,134,254 0 0
MPLX LP COM UNIT REP LTD 55336V100 4,830 136,180 SH   SOLE 136,180 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 30,414 388,933 SH   SOLE 388,933 0 0