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 48,888 17,777,559 SH   SOLE   9,890,533 7,887,026 0
ARCH CAP GROUP LTD ORD G0450A105 404,146 13,816,966 SH   SOLE   13,816,966 0 0
COMMSCOPE HLDG CO INC COM 20337X109 148,077 16,453,018 SH   SOLE   16,453,018 0 0
GCI LIBERTY INC COM CLASS A 36164V305 530,481 6,472,439 SH   SOLE   6,472,439 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 209,882 33,961,511 SH   SOLE   33,961,511 0 0
KINDER MORGAN INC DEL COM 49456B101 221,748 17,984,432 SH   SOLE   17,984,432 0 0
KODIAK SCIENCES INC COM 50015M109 13,678 231,012 SH   SOLE   231,012 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 171,266 1,207,713 SH   SOLE   1,207,713 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 69,856 488,951 SH   SOLE   488,951 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 68,821 2,074,810 SH   SOLE   2,074,810 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 237,440 7,177,758 SH   SOLE   7,177,758 0 0
PPD INC COM 69355F102 244,722 6,615,893 SH   SOLE   6,615,893 0 0
QURATE RETAIL INC COM SER A 74915M100 122,255 17,027,105 SH   SOLE   17,027,105 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 188,960 11,194,323 SH   SOLE   11,194,323 0 0
VIASAT INC COM 92552V100 229,802 6,682,221 SH   SOLE   6,682,221 0 0