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
ANTERO RES CORP COM 03674X106 84,690 2,086,990 SH   SOLE   2,086,990 0 0
ARCH CAP GROUP LTD ORD G0450A105 356,720 6,035,876 SH   SOLE   6,035,876 0 0
DEERE & CO COM 244199105 118,125 1,335,200 SH Call SOLE   1,335,200 0 0
DEERE & CO COM 244199105 51,420 581,211 SH   SOLE   581,211 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 341,842 4,037,348 SH   SOLE   4,037,348 0 0
EXXON MOBIL CORP COM 30231G102 242,016 2,617,800 SH Call SOLE   2,617,800 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 111,856 3,284,088 SH   SOLE   3,284,088 0 0
KINDER MORGAN INC DEL COM 49456B101 149,807 3,540,700 SH Call SOLE   3,540,700 0 0
KINDER MORGAN INC DEL COM 49456B101 221,441 5,233,782 SH   SOLE   5,233,782 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 23,606 471,264 SH   SOLE   471,264 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 48,357 970,638 SH   SOLE   970,638 0 0
LIBERTY BROADBAND CORP RIGHT 01/09/2015 530307115 2,740 288,382 SH   SOLE   288,382 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 125,030 4,249,815 SH   SOLE   4,249,815 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 292,102 7,743,968 SH   SOLE   7,743,968 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 66,487 1,885,073 SH   SOLE   1,885,073 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 136,006 3,882,552 SH   SOLE   3,882,552 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 96,234 3,577,477 SH   SOLE   3,577,477 0 0
LPL FINL HLDGS INC COM 50212V100 362,765 8,142,862 SH   SOLE   8,142,862 0 0
VIASAT INC COM 92552V100 259,430 4,115,978 SH   SOLE   4,115,978 0 0
WABCO HLDGS INC COM 92927K102 226,803 2,164,561 SH   SOLE   2,164,561 0 0