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 |
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675Y103 | 96,741 | 6,050,092 | SH | SOLE | 6,050,092 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 227,929 | 11,482,583 | SH | SOLE | 11,482,583 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 429,284 | 5,015,582 | SH | SOLE | 5,015,582 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 162,454 | 5,381,057 | SH | SOLE | 5,381,057 | 0 | 0 | ||
| COMMERCEHUB INC | COM SER C | 20084V306 | 17,625 | 783,661 | SH | SOLE | 783,661 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 383,378 | 9,591,636 | SH | SOLE | 9,591,636 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 406,438 | 7,688,954 | SH | SOLE | 7,688,954 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 258,884 | 16,220,823 | SH | SOLE | 16,220,823 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 251,120 | 2,559,581 | SH | SOLE | 2,559,581 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 414,729 | 27,538,475 | SH | SOLE | 27,538,475 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 93,841 | 1,106,621 | SH | SOLE | 1,106,621 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 99,564 | 1,161,913 | SH | SOLE | 1,161,913 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 199,066 | 5,067,881 | SH | SOLE | 5,067,881 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 243,104 | 9,658,473 | SH | SOLE | 9,658,473 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 77,208 | 1,878,537 | SH | SOLE | 1,878,537 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 327,421 | 8,015,208 | SH | SOLE | 8,015,208 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 354,531 | 5,394,575 | SH | SOLE | 5,394,575 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 262,208 | 1,958,675 | SH | SOLE | 1,958,675 | 0 | 0 | ||