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 | 128,108 | 7,571,390 | SH | SOLE | 7,571,390 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 204,604 | 11,553,005 | SH | SOLE | 11,553,005 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 522,572 | 17,530,098 | SH | SOLE | 17,530,098 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 173,952 | 5,965,417 | SH | SOLE | 5,965,417 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 285,280 | 9,274,367 | SH | SOLE | 9,274,367 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 444,239 | 8,710,570 | SH | SOLE | 8,710,570 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 310,111 | 17,480,889 | SH | SOLE | 17,480,889 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 129,600 | 998,922 | SH | SOLE | 998,922 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 531,311 | 29,966,765 | SH | SOLE | 29,966,765 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 116,570 | 1,382,302 | SH | SOLE | 1,382,302 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 95,492 | 1,132,762 | SH | SOLE | 1,132,762 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 86,200 | 1,832,489 | SH | SOLE | 1,832,489 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 104,076 | 2,395,858 | SH | SOLE | 2,395,858 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 320,952 | 7,386,707 | SH | SOLE | 7,386,707 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 288,201 | 12,976,178 | SH | SOLE | 12,976,178 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 387,339 | 6,056,908 | SH | SOLE | 6,056,908 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 460,017 | 3,900,432 | SH | SOLE | 3,900,432 | 0 | 0 | ||