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 MIDSTREAM CORP | COM | 03676B102 | 82,091 | 10,815,701 | SH | SOLE | 10,815,701 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 87,661 | 30,758,308 | SH | SOLE | 22,871,282 | 7,887,026 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 610,026 | 14,223,035 | SH | SOLE | 14,223,035 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 71,997 | 2,368,315 | SH | SOLE | 2,368,315 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 273,976 | 19,307,663 | SH | SOLE | 19,307,663 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 639,324 | 9,023,621 | SH | SOLE | 9,023,621 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 461,298 | 39,326,309 | SH | SOLE | 39,326,309 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 575,842 | 27,200,835 | SH | SOLE | 27,200,835 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 187,134 | 1,502,364 | SH | SOLE | 1,502,364 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 138,058 | 1,097,875 | SH | SOLE | 1,097,875 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 164,004 | 3,392,710 | SH | SOLE | 3,392,710 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 338,024 | 7,021,679 | SH | SOLE | 7,021,679 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 111,347 | 816,447 | SH | SOLE | 816,447 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 187,297 | 22,217,922 | SH | SOLE | 22,217,922 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 106,907 | 363,655 | SH | SOLE | 363,655 | 0 | 0 | ||
| UNIVAR SOLUTIONS INC | COM | 91336L107 | 175,517 | 7,240,789 | SH | SOLE | 7,240,789 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 432,655 | 5,910,989 | SH | SOLE | 5,910,989 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 170,183 | 2,187,442 | SH | SOLE | 2,187,442 | 0 | 0 | ||