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 |
| CLEVELAND CLIFFS INC | COM | 185899101 | 3,218 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 42,328 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 7,612 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HC2 HLDGS INC | COM | 404139107 | 53 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| HOWARD HUGHES CORP | COM | 44267D107 | 18,869 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 34,240 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 38,238 | 1,330,000 | SH | SOLE | 1,330,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 72,520 | 3,700,000 | SH | SOLE | 3,700,000 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 2,971 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 48,188 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||