The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 409,153 | 1,732,523 | SH | SOLE | 1,732,523 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079k107 | 1,260 | 1,056 | SH | SOLE | 1,056 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079k305 | 364,073 | 301,615 | SH | SOLE | 301,615 | 0 | 0 | ||
ANTERO RES CORP | COM | 03674x106 | 197,256 | 11,138,139 | SH | SOLE | 11,138,139 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 428 | 14,532 | SH | SOLE | 14,532 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 99,552 | 1,387,683 | SH | SOLE | 1,387,683 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030n101 | 1,101 | 31,094 | SH | SOLE | 31,094 | 0 | 0 | ||
D R HORTON INC | COM | 23331a109 | 33,592 | 796,400 | SH | SOLE | 796,400 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412c101 | 542 | 3,896 | SH | SOLE | 3,896 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625h100 | 201,958 | 1,789,772 | SH | SOLE | 1,789,772 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 103,433 | 2,215,308 | SH | SOLE | 2,215,308 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | g5480u104 | 7,189 | 248,493 | SH | SOLE | 248,493 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 194,393 | 6,903,175 | SH | SOLE | 6,903,175 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 848 | 5,069 | SH | SOLE | 5,069 | 0 | 0 | ||
NIELSEN HLDGS PLC | SHS EUR | g6518l108 | 80,198 | 2,899,426 | SH | SOLE | 2,899,426 | 0 | 0 | ||
PRIMERICA INC | COM | 74164m108 | 175,062 | 1,452,198 | SH | SOLE | 1,452,198 | 0 | 0 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 190,957 | 2,074,489 | SH | SOLE | 2,074,489 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 287,000 | 5,839,273 | SH | SOLE | 5,839,273 | 0 | 0 |