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
ALLIANCE DATA SYSTEMS CORP COM 018581108 419,946 1,656,724 SH   SOLE   1,656,724 0 0
ALPHABET INC CAP STK CL A 02079k305 254,195 241,309 SH   SOLE   241,309 0 0
ANTERO RES CORP COM 03674x106 209,844 11,044,402 SH   SOLE   11,044,402 0 0
BANK AMER CORP COM 060505104 429 14,532 SH   SOLE   14,532 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 167,311 3,842,693 SH   SOLE   3,842,693 0 0
COMCAST CORP NEW CL A 20030n101 1,289 32,194 SH   SOLE   32,194 0 0
EXPRESS SCRIPTS HLDG CO COM 30219g108 528 7,080 SH   SOLE   7,080 0 0
HCA HEALTHCARE INC COM 40412c101 255,243 2,905,777 SH   SOLE   2,905,777 0 0
IQVIA HLDGS INC COM 46266c105 47,273 482,866 SH   SOLE   482,866 0 0
JPMORGAN CHASE & CO COM 46625h100 193,684 1,811,149 SH   SOLE   1,811,149 0 0
LIBERTY GLOBAL PLC SHS CL A g5480u104 9,166 255,747 SH   SOLE   255,747 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 236,520 6,989,361 SH   SOLE   6,989,361 0 0
PRIMERICA INC COM 74164m108 141,923 1,397,564 SH   SOLE   1,397,564 0 0
SCHWAB CHARLES CORP NEW COM 808513105 324,665 6,320,124 SH   SOLE   6,320,124 0 0
SENSATA TECHNOLOGIES HLDG NV SHS n7902x106 83,843 1,640,438 SH   SOLE   1,640,438 0 0