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 CORP | COM | 03676B102 | 105,250 | 7,637,868 | SH | SOLE | 7,637,868 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 175,399 | 19,864,015 | SH | SOLE | 11,976,989 | 7,887,026 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 566,902 | 17,540,275 | SH | SOLE | 17,540,275 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 116,264 | 4,611,824 | SH | SOLE | 4,611,824 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 252,609 | 11,624,880 | SH | SOLE | 11,624,880 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 488,250 | 8,779,902 | SH | SOLE | 8,779,902 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 272,481 | 24,636,649 | SH | SOLE | 24,636,649 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 546,912 | 27,331,942 | SH | SOLE | 27,331,942 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 128,154 | 1,398,449 | SH | SOLE | 1,398,449 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 102,326 | 1,115,392 | SH | SOLE | 1,115,392 | 0 | 0 | ||
| LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 78,132 | 1,825,521 | SH | SOLE | 1,825,521 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 108,466 | 2,840,921 | SH | SOLE | 2,840,921 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 268,836 | 7,030,229 | SH | SOLE | 7,030,229 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 104,349 | 827,182 | SH | SOLE | 827,182 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 218,845 | 13,694,944 | SH | SOLE | 13,694,944 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 442,435 | 5,708,842 | SH | SOLE | 5,708,842 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 116,647 | 884,828 | SH | SOLE | 884,828 | 0 | 0 | ||