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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 3,191,275 | 53,500 | SH | SOLE | _ | 53,500 | 0 | 0 | ||
| ALBERTSONS COS INC | COMMON STOCK | 013091103 | 26,697,774 | 1,245,232 | SH | SOLE | _ | 1,245,232 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 3,739,008 | 224,700 | SH | SOLE | _ | 224,700 | 0 | 0 | ||
| CARNIVAL PLC | ADR | 14365C103 | 3,530,251 | 239,664 | SH | SOLE | _ | 239,664 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 6,075,368 | 212,277 | SH | SOLE | _ | 212,277 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 9,685,090 | 169,231 | SH | SOLE | _ | 169,231 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 6,391,629 | 176,175 | SH | SOLE | _ | 176,175 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 3,695,104 | 103,100 | SH | SOLE | _ | 103,100 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 4,028,368 | 63,200 | SH | SOLE | _ | 63,200 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 6,386,148 | 156,600 | SH | SOLE | _ | 156,600 | 0 | 0 | ||