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 |
| ALBERTSONS COS INC | COMMON STOCK | 013091103 | 882 | 63,661 | SH | SOLE | 63,661 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,285 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 15,429 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 7,545 | 1,405,000 | SH | SOLE | 1,405,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 8,110 | 2,949,000 | SH | SOLE | 2,949,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 11,347 | 429,000 | SH | SOLE | 429,000 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 6,995 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| BRUKER CORP | COM | 116794108 | 5,813 | 146,250 | SH | SOLE | 146,250 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 23,413 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 12,259 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 34,662 | 1,194,000 | SH | SOLE | 1,194,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 20,721 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 542 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 7,782 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 19,066 | 406,000 | SH | SOLE | 406,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,098 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 2,943 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 42,332 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 18,984 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 17,104 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||