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

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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 403,646 1,730,900 SH   SOLE   1,730,900 0 0
ALPHABET INC CAP STK CL A 02079k305 347,138 307,422 SH   SOLE   307,422 0 0
ANTERO RES CORP COM 03674x106 232,963 10,911,600 SH   SOLE   10,911,600 0 0
BANK AMER CORP COM 060505104 410 14,532 SH   SOLE   14,532 0 0
COMCAST CORP NEW CL A 20030n101 1,020 31,094 SH   SOLE   31,094 0 0
EXPRESS SCRIPTS HLDG CO COM 30219g108 96,484 1,249,627 SH   SOLE   1,249,627 0 0
HCA HEALTHCARE INC COM 40412c101 278,085 2,710,384 SH   SOLE   2,710,384 0 0
JPMORGAN CHASE & CO COM 46625h100 186,153 1,786,500 SH   SOLE   1,786,500 0 0
LIBERTY GLOBAL PLC SHS CL A g5480u104 6,893 250,292 SH   SOLE   250,292 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 232,240 8,727,552 SH   SOLE   8,727,552 0 0
NIELSEN HLDGS PLC SHS EUR g6518l108 201,884 6,527,131 SH   SOLE   6,527,131 0 0
PRIMERICA INC COM 74164m108 157,161 1,577,925 SH   SOLE   1,577,925 0 0
SCHWAB CHARLES CORP NEW COM 808513105 298,351 5,838,562 SH   SOLE   5,838,562 0 0