The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 53,204 | 781,028 | SH | SOLE | 781,028 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 28,199 | 1,554,514 | SH | SOLE | 1,554,514 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 22,000 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 62,737 | 296,015 | SH | SOLE | 296,015 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 9,566 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 129,409 | 397,105 | SH | SOLE | 397,105 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 81,726 | 1,176,087 | SH | SOLE | 1,176,087 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 305,030 | 8,614,224 | SH | SOLE | 8,614,224 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 15,275 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 16,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 15,033 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 33,798 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,302 | 56,558 | SH | SOLE | 56,558 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 11,890 | 233,132 | SH | SOLE | 233,132 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 24,163 | 213,302 | SH | SOLE | 213,302 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 2,248 | 26,664 | SH | SOLE | 26,664 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 19,993 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 42,972 | 375,724 | SH | SOLE | 375,724 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 40,384 | 230,307 | SH | SOLE | 230,307 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 12,794 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 9,038 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 6,360 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 53,280 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 130,360 | 2,845,035 | SH | SOLE | 2,845,035 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 6,861 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VALE S A | ADR | 91912E105 | 10,388 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 19,943 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 38,500 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |