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 |
| ALTABA INC | COM | 021346101 | 36,756 | 502,060 | SH | SOLE | 502,060 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 26,520 | 1,554,514 | SH | SOLE | 1,554,514 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 71,121 | 388,596 | SH | SOLE | 388,596 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 79,460 | 270,999 | SH | SOLE | 270,999 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 72,199 | 1,107,514 | SH | SOLE | 1,107,514 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 37,929 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 313,397 | 9,551,884 | SH | SOLE | 9,551,884 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 41,505 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 28,294 | 129,275 | SH | SOLE | 129,275 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 5,493 | 19,468 | SH | SOLE | 19,468 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 16,480 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 19,575 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 11,434 | 58,840 | SH | SOLE | 58,840 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 8,603 | 190,842 | SH | SOLE | 190,842 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 21,048 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 53,541 | 542,957 | SH | SOLE | 5,429,570 | 0 | 0 | ||
| NUCOR CORP | COM | 670346105 | 18,750 | 300,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 37,848 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 6,946 | 322,936 | SH | SOLE | 322,936 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 53,451 | 610,593 | SH | SOLE | 610,593 | 0 | 0 | ||
| ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 34,615 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SOUTHERN COPPER CORP | COM | 84265V105 | 9,374 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 35,595 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 11,208 | 229,428 | SH | SOLE | 229,428 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 9,190 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 40,680 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 17,815 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADR | 88031M109 | 21,834 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 14,200 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 7,528 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 286,520 | 4,000,000 | SH | Put | SOLE | 4,000,000 | 0 | 0 | |