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 | 79,263 | 10,711,154 | SH | SOLE | 10,711,154 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 92,890 | 30,758,308 | SH | SOLE | 22,871,282 | 7,887,026 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 602,694 | 14,356,694 | SH | SOLE | 14,356,694 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 141,537 | 4,694,430 | SH | SOLE | 4,694,430 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 226,152 | 19,230,628 | SH | SOLE | 19,230,628 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 554,682 | 8,936,395 | SH | SOLE | 8,936,395 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 383,021 | 39,163,682 | SH | SOLE | 39,163,682 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 555,188 | 26,937,797 | SH | SOLE | 26,937,797 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 154,396 | 1,477,193 | SH | SOLE | 1,477,193 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 114,895 | 1,097,688 | SH | SOLE | 1,097,688 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 138,890 | 3,341,118 | SH | SOLE | 3,341,118 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 292,538 | 6,971,823 | SH | SOLE | 6,971,823 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 171,402 | 1,381,498 | SH | SOLE | 1,381,498 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 211,508 | 20,504,849 | SH | SOLE | 20,504,849 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 99,177 | 4,777,291 | SH | SOLE | 4,777,291 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 377,106 | 5,006,715 | SH | SOLE | 5,006,715 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 180,102 | 2,506,285 | SH | SOLE | 2,506,285 | 0 | 0 | ||