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 | 12,053 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,932 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 10,231 | 2,006,000 | SH | SOLE | 2,006,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 8,164 | 3,214,000 | SH | SOLE | 3,214,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 3,724 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 8,782 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| BRUKER CORP | COM | 116794108 | 3,051 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 194 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 21,167 | 41,500 | SH | SOLE | 41,500 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 38,996 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| DISNEY WALT CO | CALL | 254687906 | 5,576 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 10,527 | 94,400 | SH | SOLE | 94,400 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 4,578 | 643,000 | SH | SOLE | 643,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 9,141 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 19,423 | 377,000 | SH | SOLE | 377,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 12,211 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 21,089 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| T-MOBILE US INC | RIGHT 07/27/2020 | 872590112 | 27 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 16,976 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 12,996 | 29,400 | SH | SOLE | 29,400 | 0 | 0 | ||