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
ALPHABET INC CAP STK CL A 02079K305 44,006 37,392 SH   SOLE   35,261 0 2,131
ANTERO MIDSTREAM CORP COM 03676B102 13,609 987,591 SH   SOLE   987,591 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 12,170 430,796 SH   SOLE   403,153 0 27,643
BELLEROPHON THERAPEUTICS INC COM 078771102 14,408 15,138,486 SH   DFND 1 15,138,486 0 0
BOOKING HLDGS INC COM 09857L108 16,533 9,475 SH   SOLE   9,475 0 0
CIT GROUP INC COM NEW 125581801 164,014 3,419,099 SH   SOLE   3,419,099 0 0
COMCAST CORP NEW CL A 20030N101 55,597 1,390,616 SH   SOLE   1,390,616 0 0
DXC TECHNOLOGY CO COM 23355L106 54,414 846,120 SH   SOLE   846,120 0 0
EBAY INC COM 278642103 28,205 759,435 SH   SOLE   759,435 0 0
ELECTRONIC ARTS INC COM 285512109 14,707 144,710 SH   SOLE   144,710 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 12,662 387,333 SH   SOLE   387,333 0 0
FIRST DATA CORP NEW COM CL A 32008D106 42,223 1,607,285 SH   SOLE   1,607,285 0 0
GCI LIBERTY INC COM CLASS A 36164V305 28,980 521,133 SH   SOLE   521,133 0 0
GRAY TELEVISION INC COM 389375106 21,646 1,013,409 SH   SOLE   1,013,409 0 0
HILTON GRAND VACATIONS INC COM 43283X105 12,717 412,210 SH   SOLE   412,210 0 0
IAC INTERACTIVECORP COM 44919P508 15,027 71,520 SH   SOLE   71,520 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 21,405 858,953 SH   SOLE   858,953 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 35,544 930,950 SH   SOLE   930,950 0 0
LKQ CORP COM 501889208 73,423 2,587,124 SH   SOLE   2,587,124 0 0
LOGMEIN INC COM 54142L109 28,357 354,023 SH   SOLE   354,023 0 0
LPL FINL HLDGS INC COM 50212V100 23,617 339,083 SH   SOLE   339,083 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 15,663 379,984 SH   SOLE   379,984 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 33,426 308,445 SH   SOLE   308,445 0 0
PERSPECTA INC COM 715347100 24,650 1,219,112 SH   SOLE   1,219,112 0 0
POST HLDGS INC COM 737446104 23,652 216,197 SH   SOLE   216,197 0 0
WORLDPAY INC CL A 981558109 25,140 221,496 SH   SOLE   221,496 0 0