The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 13,677 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,714 | 7,900 | SH | SOLE | 7,900 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 21,830 | 2,950,000 | SH | SOLE | 2,950,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 6,644 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 16,953 | 389,000 | SH | SOLE | 389,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 21,490 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,497 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| CISION LTD | SHS | G1992S109 | 11,520 | 1,497,997 | SH | SOLE | 1,497,997 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 8,006 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 14,596 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 16,088 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 2,865 | 89,542 | SH | SOLE | 89,542 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 9,057 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,170 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 5,740 | 280,000 | SH | Call | SOLE | 280,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 3,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 6,800 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 21,664 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 13,706 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 26,294 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 13,560 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||