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
OMB APPROVAL
OMB Number: 3235-0006
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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
ALPHABET INC CAP STK CL A 02079K305 141,609 117,315 SH   SOLE   117,315 0 0
BOOKING HLDGS INC COM 09857L108 46,793 23,585 SH   SOLE   23,585 0 0
CF INDS HLDGS INC COM 125269100 44,623 819,681 SH   SOLE   819,681 0 0
COMCAST CORP NEW CL A 20030N101 129,135 3,646,842 SH   SOLE   3,646,842 0 0
F M C CORP COM NEW 302491303 254,300 2,916,956 SH   SOLE   2,916,956 0 0
FACEBOOK INC CL A 30303M102 153,766 934,974 SH   SOLE   934,974 0 0
INTELSAT S A COM L5140P101 4,410 147,000 SH   SOLE   147,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 93,109 2,503,597 SH   SOLE   2,503,597 0 0
TIFFANY & CO NEW COM 886547108 90,815 704,157 SH   SOLE   704,157 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 37,002 1,468,925 SH   SOLE   1,468,925 0 0