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 11,607 695,460 SH   SOLE   695,460 0 0
ATHENE HLDG LTD CL A G0684D107 194,566 3,766,289 SH   SOLE   3,766,289 0 0
BRINKS CO COM 109696104 88,198 1,264,480 SH   SOLE   1,264,480 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 206,102 632,446 SH   SOLE   632,446 0 0
CHURCHILL CAP CORP UNIT 99/99/9999 17142R202 36,549 3,608,000 SH   SOLE   3,608,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 24,307 476,615 SH   SOLE   476,615 0 0
GODADDY INC CL A 380237107 228,764 2,743,298 SH   SOLE   2,743,298 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 117,815 1,458,472 SH   SOLE   1,458,472 0 0
IHS MARKIT LTD SHS G47567105 16,193 300,093 SH   SOLE   300,093 0 0
IQVIA HLDGS INC COM 46266C105 248,659 1,916,595 SH   SOLE   1,916,595 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 10,349 459,949 SH   SOLE   459,949 0 0
KEURIG DR PEPPER INC COM 49271V100 64,443 2,781,304 SH   SOLE   2,781,304 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 28,888 664,855 SH   SOLE   664,855 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 116,579 6,040,382 SH   SOLE   6,040,382 0 0
NRG ENERGY INC COM NEW 629377508 426,884 11,414,004 SH   SOLE   11,414,004 0 0
SEASPAN CORP SHS Y75638109 21,995 2,640,443 SH   SOLE   2,640,443 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 157,734 7,322,861 SH   SOLE   7,322,861 0 0