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 | 85,001 | 7,602,988 | SH | SOLE | 7,602,988 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 184,049 | 19,600,482 | SH | SOLE | 11,919,200 | 7,681,282 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 470,384 | 17,604,175 | SH | SOLE | 17,604,175 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 107,519 | 4,590,911 | SH | SOLE | 4,590,911 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 183,205 | 11,177,830 | SH | SOLE | 11,177,830 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 360,013 | 8,746,670 | SH | SOLE | 8,746,670 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 220,831 | 17,554,109 | SH | SOLE | 17,554,109 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 447,489 | 29,095,529 | SH | SOLE | 29,095,529 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 99,870 | 1,390,751 | SH | SOLE | 1,390,751 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 81,693 | 1,134,150 | SH | SOLE | 1,134,150 | 0 | 0 | ||
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 71,396 | 1,825,521 | SH | SOLE | 1,825,521 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 88,824 | 2,413,703 | SH | SOLE | 2,413,703 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 274,269 | 7,416,689 | SH | SOLE | 7,416,689 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 96,321 | 823,537 | SH | SOLE | 823,537 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 233,953 | 11,985,297 | SH | SOLE | 11,985,297 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 357,055 | 6,056,908 | SH | SOLE | 6,056,908 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 427,615 | 3,983,739 | SH | SOLE | 3,983,739 | 0 | 0 | ||