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 | 110,316 | 9,626,185 | SH | SOLE | 9,626,185 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 170,093 | 30,758,308 | SH | SOLE | 22,871,282 | 7,887,026 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 610,214 | 16,456,694 | SH | SOLE | 16,456,694 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 138,628 | 4,656,630 | SH | SOLE | 4,656,630 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 202,887 | 12,898,095 | SH | SOLE | 12,898,095 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 544,808 | 8,864,439 | SH | SOLE | 8,864,439 | 0 | 0 | ||
| GROCERY OUTLET HLDG CORP | COM | 39874R101 | 32,880 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 297,216 | 35,215,121 | SH | SOLE | 35,215,121 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 557,932 | 26,720,888 | SH | SOLE | 26,720,888 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 149,582 | 1,454,516 | SH | SOLE | 1,454,516 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 114,756 | 1,101,092 | SH | SOLE | 1,101,092 | 0 | 0 | ||
| LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 87,242 | 1,825,521 | SH | SOLE | 1,825,521 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 122,722 | 3,245,742 | SH | SOLE | 3,245,742 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 265,258 | 6,984,149 | SH | SOLE | 6,984,149 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 126,401 | 857,131 | SH | SOLE | 857,131 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 208,591 | 16,835,419 | SH | SOLE | 16,835,419 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 345,677 | 4,277,120 | SH | SOLE | 4,277,120 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 101,182 | 1,410,000 | SH | SOLE | 1,410,000 | 0 | 0 | ||