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
ALLY FINL INC COM 02005N100 52,820 1,996,960 SH   SOLE   1,996,960 0 0
ALPHABET INC CAP STK CL A 02079K305 46,671 38,664 SH   SOLE   37,286 0 1,378
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 35,932 2,123,666 SH   SOLE   2,123,666 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 38,495 1,114,180 SH   SOLE   1,072,404 0 41,776
BAIDU INC SPON ADR REP A 056752108 37,069 162,100 SH   SOLE   162,100 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 16,350 15,138,486 SH   DFND 1 15,138,486 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 38,893 2,649,398 SH   SOLE   2,649,398 0 0
CIT GROUP INC COM NEW 125581801 107,293 2,078,926 SH   SOLE   2,078,926 0 0
COMCAST CORP NEW CL A 20030N101 81,334 2,296,914 SH   SOLE   2,296,914 0 0
DOWDUPONT INC COM 26078J100 56,355 876,296 SH   SOLE   844,784 0 31,512
DXC TECHNOLOGY CO COM 23355L106 52,036 556,416 SH   SOLE   556,416 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 26,195 500,000 SH Call SOLE   500,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 39,465 1,229,833 SH   SOLE   1,229,833 0 0
FIRST DATA CORP NEW COM CL A 32008D106 116,272 4,751,603 SH   SOLE   4,751,603 0 0
GCI LIBERTY INC COM CLASS A 36164V305 54,647 1,071,506 SH   SOLE   1,071,506 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 55,431 3,956,507 SH   SOLE   3,956,507 0 0
GRAY TELEVISION INC COM 389375106 41,694 2,382,493 SH   SOLE   2,382,493 0 0
IAC INTERACTIVECORP COM 44919P508 33,058 152,540 SH   SOLE   152,540 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 35,931 827,139 SH   SOLE   827,139 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 24,821 1,065,267 SH   SOLE   1,065,267 0 0
LKQ CORP COM 501889208 33,502 1,057,853 SH   SOLE   1,057,853 0 0
LOGMEIN INC COM 54142L109 34,749 389,999 SH   SOLE   389,999 0 0
LPL FINL HLDGS INC COM 50212V100 98,810 1,531,706 SH   SOLE   1,531,706 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 73,821 1,600,273 SH   SOLE   1,600,273 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 51,787 636,198 SH   SOLE   636,198 0 0
PERSPECTA INC COM 715347100 39,068 1,518,989 SH   SOLE   1,518,989 0 0
PPG INDS INC COM 693506107 37,877 347,079 SH   SOLE   347,079 0 0
WORLDPAY INC CL A 981558109 22,939 226,511 SH   SOLE   226,511 0 0