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 | 576 | 37,189 | SH | SOLE | 37,189 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 17,014 | 1,499,000 | SH | SOLE | 1,499,000 | 0 | 0 | ||
| CULLEN FROST BANKERS INC | COM | 229899109 | 10,863 | 123,530 | SH | SOLE | 123,530 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,697 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | 19,716 | 1,002,324 | SH | SOLE | 1,002,324 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 22,129 | 449,320 | SH | SOLE | 449,320 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 8,031 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 4,551 | 150,197 | SH | SOLE | 150,197 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 12,174 | 154,807 | SH | SOLE | 154,807 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 20,159 | 1,219,600 | SH | SOLE | 1,219,600 | 0 | 0 | ||