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
ALPHABET INC CAP STK CL A 02079K305 114,029 108,249 SH   SOLE   108,249 0 0
BANK AMER CORP COM 060505104 123,499 4,183,572 SH   SOLE   4,183,572 0 0
BAXTER INTL INC COM 071813109 22,799 352,708 SH   SOLE   352,708 0 0
COMCAST CORP NEW CL A 20030N101 137,212 3,426,006 SH   SOLE   3,426,006 0 0
COTY INC COM CL A 222070203 116,597 5,862,099 SH   SOLE   5,862,099 0 0
ENCANA CORP COM 292505104 83,294 4,966,839 SH   SOLE   4,966,839 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 85,072 2,490,397 SH   SOLE   2,490,397 0 0
NABORS INDUSTRIES LTD SHS G6359F103 37,219 5,449,373 SH   SOLE   5,449,373 0 0
PRICELINE GRP INC COM NEW 741503403 40,747 23,448 SH   SOLE   23,448 0 0
RSP PERMIAN INC COM 74978Q105 9,338 229,546 SH   SOLE   229,546 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 37,176 1,427,100 SH   SOLE   1,427,100 0 0