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 96,888 17,777,559 SH   SOLE   9,890,533 7,887,026 0
ANTHEM INC COM 036752103 62,684 195,223 SH   SOLE   195,223 0 0
ARCH CAP GROUP LTD ORD G0450A105 521,823 14,466,966 SH   SOLE   14,466,966 0 0
COMMSCOPE HLDG CO INC COM 20337X109 220,470 16,453,018 SH   SOLE   16,453,018 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 279,843 33,961,511 SH   SOLE   33,961,511 0 0
KINDER MORGAN INC DEL COM 49456B101 269,715 19,730,432 SH   SOLE   19,730,432 0 0
KODIAK SCIENCES INC COM 50015M109 51,787 352,505 SH   SOLE   352,505 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 200,464 1,272,142 SH   SOLE   1,272,142 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 565,315 3,569,585 SH   SOLE   3,569,585 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 90,773 2,101,710 SH   SOLE   2,101,710 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 311,134 7,150,858 SH   SOLE   7,150,858 0 0
PPD INC COM 69355F102 218,819 6,394,486 SH   SOLE   6,394,486 0 0
QURATE RETAIL INC COM SER A 74915M100 172,994 15,769,779 SH   SOLE   15,769,779 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 116,091 6,106,823 SH   SOLE   6,106,823 0 0
VIASAT INC COM 92552V100 218,175 6,682,221 SH   SOLE   6,682,221 0 0