The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 RESOURCES CORP COM 03674X106 12,612 17,691,305 SH   SOLE   9,804,279 7,887,026 0
ARCH CAP GROUP LTD ORD G0450A105 307,212 10,794,517 SH   SOLE   10,794,517 0 0
COMMSCOPE HLDG CO INC COM 20337X109 150,685 16,540,600 SH   SOLE   16,540,600 0 0
GCI LIBERTY INC COM CLASS A 36164V305 442,779 7,772,139 SH   SOLE   7,772,139 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 185,073 31,909,146 SH   SOLE   31,909,146 0 0
KINDER MORGAN INC DEL COM 49456B101 226,766 16,290,659 SH   SOLE   16,290,659 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 124,633 1,164,792 SH   SOLE   1,164,792 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 66,259 598,440 SH   SOLE   598,440 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 77,116 2,433,439 SH   SOLE   2,433,439 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 185,944 5,880,595 SH   SOLE   5,880,595 0 0
MOHAWK INDS INC COM 608190104 59,695 782,992 SH   SOLE   782,992 0 0
PPD INC COM 69355F102 138,734 7,789,691 SH   SOLE   7,789,691 0 0
QURATE RETAIL INC COM SER A 74915M100 124,454 20,385,562 SH   SOLE   20,385,562 0 0
UNIVAR SOLUTIONS INC COM 91336L107 101,483 9,466,680 SH   SOLE   9,466,680 0 0
VIASAT INC COM 92552V100 228,746 6,368,221 SH   SOLE   6,368,221 0 0