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
ARDAGH GROUP S A CL A L0223L101 11,625 699,472 SH   SOLE   699,472 0 0
ATHENE HLDG LTD CL A G0684D107 162,273 3,701,492 SH   SOLE   3,701,492 0 0
BRINKS CO COM 109696104 66,550 834,477 SH   SOLE   834,477 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 197,865 674,822 SH   SOLE   674,822 0 0
GCI LIBERTY INC COM CLASS A 36164V305 21,838 484,426 SH   SOLE   484,426 0 0
GODADDY INC CL A 380237107 209,164 2,962,669 SH   SOLE   2,962,669 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 127,286 1,607,958 SH   SOLE   1,607,958 0 0
IHS MARKIT LTD SHS G47567105 150,296 2,913,270 SH   SOLE   2,913,270 0 0
IQVIA HLDGS INC COM 46266C105 226,025 2,264,321 SH   SOLE   2,264,321 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 30,535 673,173 SH   SOLE   673,173 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 130,781 6,099,874 SH   SOLE   6,099,874 0 0
NRG ENERGY INC COM NEW 629377508 371,492 12,100,730 SH   SOLE   12,100,730 0 0
SEASPAN CORP SHS Y75638109 27,338 2,685,443 SH   SOLE   2,685,443 0 0
SIRIUS XM HLDGS INC COM 82968B103 122,902 18,153,978 SH   SOLE   18,153,978 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 257,736 10,597,679 SH   SOLE   10,597,679 0 0