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 | 241,924 | 11,097,410 | SH | SOLE | 11,097,410 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 470,364 | 6,743,574 | SH | SOLE | 6,743,574 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 232,650 | 8,986,083 | SH | SOLE | 8,986,083 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 147,598 | 1,935,200 | SH | Call | SOLE | 1,935,200 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 48,681 | 638,273 | SH | SOLE | 638,273 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 467,194 | 5,344,863 | SH | SOLE | 5,344,863 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 203,691 | 2,613,100 | SH | Call | SOLE | 2,613,100 | 0 | 0 | |
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 126,116 | 4,634,930 | SH | SOLE | 4,634,930 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 75,922 | 5,088,600 | SH | Call | SOLE | 5,088,600 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 187,123 | 12,541,767 | SH | SOLE | 12,541,767 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 551 | 9,176,116 | SH | SOLE | 9,176,116 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 31,598 | 611,774 | SH | SOLE | 611,774 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 97,094 | 1,872,239 | SH | SOLE | 1,872,239 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 168,580 | 6,170,553 | SH | SOLE | 6,170,553 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 607,027 | 13,456,602 | SH | SOLE | 13,456,602 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 122,993 | 3,133,589 | SH | SOLE | 3,133,589 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 296,575 | 7,788,204 | SH | SOLE | 7,788,204 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 504,409 | 11,826,707 | SH | SOLE | 11,826,707 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 361,051 | 5,917,893 | SH | SOLE | 5,917,893 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 235,609 | 2,304,015 | SH | SOLE | 2,304,015 | 0 | 0 | ||