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 |
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 366,960 | 1,723,950 | SH | SOLE | 1,723,950 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 279,393 | 269,388 | SH | SOLE | 269,388 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674x106 | 218,130 | 10,988,904 | SH | SOLE | 10,988,904 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 436 | 14,532 | SH | SOLE | 14,532 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 99,743 | 2,557,509 | SH | SOLE | 2,557,509 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 1,089 | 31,861 | SH | SOLE | 31,861 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412c101 | 264,069 | 2,722,358 | SH | SOLE | 2,722,358 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625h100 | 163,859 | 1,490,036 | SH | SOLE | 1,490,036 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | g5480u104 | 7,870 | 251,373 | SH | SOLE | 251,373 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 195,387 | 6,420,856 | SH | SOLE | 6,420,856 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | g6518l108 | 236,597 | 7,442,501 | SH | SOLE | 7,442,501 | 0 | 0 | ||
| PRIMERICA INC | COM | 74164m108 | 135,159 | 1,399,165 | SH | SOLE | 1,399,165 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 306,818 | 5,875,485 | SH | SOLE | 5,875,485 | 0 | 0 | ||