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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 12,127 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,960 | 7,900 | SH | SOLE | 7,900 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 18,336 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 7,189 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 14,027 | 389,000 | SH | SOLE | 389,000 | 0 | 0 | ||
| BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 19,545 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,429 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| CISION LTD | SHS | G1992S109 | 17,935 | 1,529,000 | SH | SOLE | 1,529,000 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 17,318 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,351 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 7,008 | 280,000 | SH | Call | SOLE | 280,000 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 14,643 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 11,804 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 24,432 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 15,632 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||