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 45,155 17,777,559 SH   SOLE   9,890,533 7,887,026 0
ARCH CAP GROUP LTD ORD G0450A105 395,856 13,816,966 SH   SOLE   13,816,966 0 0
COMMSCOPE HLDG CO INC COM 20337X109 132,357 15,889,162 SH   SOLE   15,889,162 0 0
GCI LIBERTY INC COM CLASS A 36164V305 531,440 7,472,439 SH   SOLE   7,472,439 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 156,998 29,961,511 SH   SOLE   29,961,511 0 0
KINDER MORGAN INC DEL COM 49456B101 236,037 15,559,432 SH   SOLE   15,559,432 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 144,003 1,178,517 SH   SOLE   1,178,517 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 64,466 520,051 SH   SOLE   520,051 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 70,777 2,050,323 SH   SOLE   2,050,323 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 230,892 6,702,245 SH   SOLE   6,702,245 0 0
MOHAWK INDS INC COM 608190104 66,347 651,990 SH   SOLE   651,990 0 0
PPD INC COM 69355F102 200,354 7,475,893 SH   SOLE   7,475,893 0 0
QURATE RETAIL INC COM SER A 74915M100 164,992 17,367,603 SH   SOLE   17,367,603 0 0
UNIVAR SOLUTIONS INC COM 91336L107 194,974 11,564,323 SH   SOLE   11,564,323 0 0
VIASAT INC COM 92552V100 240,639 6,271,529 SH   SOLE   6,271,529 0 0