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 109,931 10,777,559 SH   SOLE   5,996,088 4,781,471 0
ANTHEM INC COM 036752103 105,970 295,223 SH   SOLE   295,223 0 0
ARCH CAP GROUP LTD ORD G0450A105 588,942 15,349,031 SH   SOLE   15,349,031 0 0
COMMSCOPE HLDG CO INC COM 20337X109 252,718 16,453,018 SH   SOLE   16,453,018 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 300,899 33,961,511 SH   SOLE   33,961,511 0 0
KINDER MORGAN INC DEL COM 49456B101 328,512 19,730,432 SH   SOLE   19,730,432 0 0
KODIAK SCIENCES INC COM 50015M109 39,971 352,505 SH   SOLE   352,505 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 185,270 1,276,403 SH   SOLE   1,276,403 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 535,012 3,563,185 SH   SOLE   3,563,185 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 14,191 1,325,000 SH   SOLE   1,325,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 93,439 2,119,764 SH   SOLE   2,119,764 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 314,628 7,132,804 SH   SOLE   7,132,804 0 0
PPD INC COM 69355F102 237,291 6,270,893 SH   SOLE   6,270,893 0 0
QURATE RETAIL INC COM SER A 74915M100 144,569 12,293,302 SH   SOLE   12,293,302 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 115,386 5,356,823 SH   SOLE   5,356,823 0 0
VIASAT INC COM 92552V100 280,832 5,842,138 SH   SOLE   5,842,138 0 0