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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,387 | 9,800 | SH | SOLE | 9,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,353 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 4,200 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 2,317 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 10,384 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| BELLEROPHON THERAPEUTICS INC | COM NEW | 078771300 | 769 | 70,132 | SH | SOLE | 70,132 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 8,658 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| CAE INC | COM | 124765108 | 5,679 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 24,652 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 15,568 | 778,779 | SH | SOLE | 778,779 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,830 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 11,920 | 123,400 | SH | SOLE | 123,400 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 2,958 | 643,000 | SH | SOLE | 643,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 18,227 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 18,128 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 18,767 | 119,000 | SH | SOLE | 119,000 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 1,271 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 18,654 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 46,395 | 180,000 | SH | Call | SOLE | 180,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 18,374 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 17,322 | 54,100 | SH | SOLE | 54,100 | 0 | 0 | ||