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 |
| ANTERO RES CORP | COM | 03674X106 | 232,531 | 6,771,440 | SH | SOLE | 6,771,440 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 471,010 | 7,034,194 | SH | SOLE | 7,034,194 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 151,039 | 1,556,300 | SH | Call | SOLE | 1,556,300 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 49,703 | 512,139 | SH | SOLE | 512,139 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 403,367 | 4,535,275 | SH | SOLE | 4,535,275 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 178,589 | 2,146,500 | SH | Call | SOLE | 2,146,500 | 0 | 0 | |
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 144,554 | 3,723,705 | SH | SOLE | 3,723,705 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 158,950 | 4,140,400 | SH | Call | SOLE | 4,140,400 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 188,391 | 4,907,294 | SH | SOLE | 4,907,294 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 5,400 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 27,993 | 549,210 | SH | SOLE | 549,210 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 75,136 | 1,468,657 | SH | SOLE | 1,468,657 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 137,438 | 4,952,734 | SH | SOLE | 4,952,734 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 400,869 | 10,208,019 | SH | SOLE | 10,208,019 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 105,788 | 2,935,306 | SH | SOLE | 2,935,306 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 182,362 | 5,079,723 | SH | SOLE | 5,079,723 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 26,388 | 819,000 | SH | SOLE | 819,000 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 446,912 | 9,613,076 | SH | SOLE | 9,613,076 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 283,649 | 4,707,085 | SH | SOLE | 4,707,085 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 229,090 | 1,851,679 | SH | SOLE | 1,851,679 | 0 | 0 | ||