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
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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
ALPHABET INC CAP STK CL A 02079K305 6,035 5,000 SH   SOLE   5,000 0 0
AMAZON COM INC COM 023135106 10,015 5,000 SH   SOLE   5,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 6,166 364,400 SH   SOLE   364,400 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 11,464 400,000 SH   SOLE   400,000 0 0
ANTERO RES CORP COM 03674X106 17,710 1,000,000 SH   SOLE   1,000,000 0 0
ATHENE HLDG LTD CL A G0684D107 18,081 350,000 SH   SOLE   350,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,160 68,000 SH   SOLE   68,000 0 0
CISION LTD SHS G1992S109 39,696 2,362,868 SH   SOLE   2,362,868 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 14,273 185,000 SH   SOLE   185,000 0 0
CONDUENT INC COM 206787103 8,783 390,000 SH   SOLE   390,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 15,861 910,000 SH   SOLE   910,000 0 0
FGL HLDGS ORD SHS G3402M102 14,723 1,645,000 SH   SOLE   1,645,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 14,927 610,000 SH   SOLE   610,000 0 0
MOSAIC CO NEW COM 61945C103 11,693 360,000 SH   SOLE   360,000 0 0
NRG ENERGY INC COM NEW 629377508 22,440 600,000 SH   SOLE   600,000 0 0
TRANSDIGM GROUP INC COM 893641100 22,811 61,270 SH   SOLE   61,270 0 0
VISTRA ENERGY CORP COM 92840M102 11,196 450,000 SH   SOLE   450,000 0 0