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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALLIANCE DATA SYSTEMS CORPCOM018581108409,1531,732,523SH SOLE 1,732,52300
ALPHABET INCCAP STK CL C02079k1071,2601,056SH SOLE 1,05600
ALPHABET INCCAP STK CL A02079k305364,073301,615SH SOLE 301,61500
ANTERO RES CORPCOM03674x106197,25611,138,139SH SOLE 11,138,13900
BANK AMER CORPCOM06050510442814,532SH SOLE 14,53200
CITIGROUP INCCOM NEW17296742499,5521,387,683SH SOLE 1,387,68300
COMCAST CORP NEWCL A20030n1011,10131,094SH SOLE 31,09400
D R HORTON INCCOM23331a10933,592796,400SH SOLE 796,40000
HCA HEALTHCARE INCCOM40412c1015423,896SH SOLE 3,89600
JPMORGAN CHASE & COCOM46625h100201,9581,789,772SH SOLE 1,789,77200
LENNAR CORPCL A526057104103,4332,215,308SH SOLE 2,215,30800
LIBERTY GLOBAL PLCSHS CL Ag5480u1047,189248,493SH SOLE 248,49300
LIBERTY GLOBAL PLCSHS CL Cg5480u120194,3936,903,175SH SOLE 6,903,17500
MOODYS CORPCOM6153691058485,069SH SOLE 5,06900
NIELSEN HLDGS PLCSHS EURg6518l10880,1982,899,426SH SOLE 2,899,42600
PRIMERICA INCCOM74164m108175,0621,452,198SH SOLE 1,452,19800
RAYMOND JAMES FINANCIAL INCCOM754730109190,9572,074,489SH SOLE 2,074,48900
SCHWAB CHARLES CORP NEWCOM808513105287,0005,839,273SH SOLE 5,839,27300