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
ATHENE HLDG LTD CL A G0684D107 190,383 4,779,883 SH   SOLE   4,779,883 0 0
BRINKS CO COM 109696104 67,283 1,040,732 SH   SOLE   1,040,732 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 176,634 619,834 SH   SOLE   619,834 0 0
CHURCHILL CAP CORP UNIT 99/99/9999 17142R202 36,721 3,632,210 SH   SOLE   3,632,210 0 0
GCI LIBERTY INC COM CLASS A 36164V305 19,230 467,213 SH   SOLE   467,213 0 0
GODADDY INC CL A 380237107 220,977 3,367,519 SH   SOLE   3,367,519 0 0
HAIN CELESTIAL GROUP INC COM 405217100 10,667 672,596 SH   SOLE   672,596 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 102,645 1,429,602 SH   SOLE   1,429,602 0 0
IQVIA HLDGS INC COM 46266C105 218,219 1,878,447 SH   SOLE   1,878,447 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 8,318 450,813 SH   SOLE   450,813 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 24,097 651,616 SH   SOLE   651,616 0 0
NRG ENERGY INC COM NEW 629377508 323,324 8,164,753 SH   SOLE   8,164,753 0 0
SEASPAN CORP SHS Y75638109 20,639 2,635,846 SH   SOLE   2,635,846 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 188,866 12,248,106 SH   SOLE   12,248,106 0 0
TIFFANY & CO NEW COM 886547108 121,397 1,507,851 SH   SOLE   1,507,851 0 0