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 |
| ANTERO RESOURCES CORP | COM | 03674X106 | 104,272 | 6,937,559 | SH | SOLE | 3,859,706 | 3,077,853 | 0 | ||
| ANTHEM INC | COM | 036752103 | 112,716 | 295,223 | SH | SOLE | 295,223 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 597,691 | 15,349,031 | SH | SOLE | 15,349,031 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 350,614 | 16,453,018 | SH | SOLE | 16,453,018 | 0 | 0 | ||
| FOLEY TRASIMENE ACQUISTN COR | COM CL A | 34431F104 | 97,642 | 9,994,094 | SH | SOLE | 9,994,094 | 0 | 0 | ||
| FOLEY TRASIMENE ACQUISTN COR | *W EXP 05/26/202 | 34431F112 | 798 | 383,455 | SH | SOLE | 383,455 | 0 | 0 | ||
| GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 | 432,077 | 30,257,511 | SH | SOLE | 30,257,511 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 359,686 | 19,730,432 | SH | SOLE | 19,730,432 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 214,452 | 1,275,208 | SH | SOLE | 1,275,208 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 618,783 | 3,563,185 | SH | SOLE | 3,563,185 | 0 | 0 | ||
| LIBERTY MEDIA ACQUISITION CO | UNIT 01/22/2026 | 53073L203 | 14,038 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 98,236 | 2,108,976 | SH | SOLE | 2,108,976 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 330,891 | 7,132,804 | SH | SOLE | 7,132,804 | 0 | 0 | ||
| PPD INC | COM | 69355F102 | 39,604 | 859,273 | SH | SOLE | 859,273 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 160,919 | 12,293,302 | SH | SOLE | 12,293,302 | 0 | 0 | ||
| UNIVAR SOLUTIONS USA INC | COM | 91336L107 | 54,569 | 2,238,275 | SH | SOLE | 2,238,275 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 291,172 | 5,842,138 | SH | SOLE | 5,842,138 | 0 | 0 | ||