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
Estimated average burden
hours per response: 23.8
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 409,153 1,732,523 SH   SOLE   1,732,523 0 0
ALPHABET INC CAP STK CL C 02079k107 1,260 1,056 SH   SOLE   1,056 0 0
ALPHABET INC CAP STK CL A 02079k305 364,073 301,615 SH   SOLE   301,615 0 0
ANTERO RES CORP COM 03674x106 197,256 11,138,139 SH   SOLE   11,138,139 0 0
BANK AMER CORP COM 060505104 428 14,532 SH   SOLE   14,532 0 0
CITIGROUP INC COM NEW 172967424 99,552 1,387,683 SH   SOLE   1,387,683 0 0
COMCAST CORP NEW CL A 20030n101 1,101 31,094 SH   SOLE   31,094 0 0
D R HORTON INC COM 23331a109 33,592 796,400 SH   SOLE   796,400 0 0
HCA HEALTHCARE INC COM 40412c101 542 3,896 SH   SOLE   3,896 0 0
JPMORGAN CHASE & CO COM 46625h100 201,958 1,789,772 SH   SOLE   1,789,772 0 0
LENNAR CORP CL A 526057104 103,433 2,215,308 SH   SOLE   2,215,308 0 0
LIBERTY GLOBAL PLC SHS CL A g5480u104 7,189 248,493 SH   SOLE   248,493 0 0
LIBERTY GLOBAL PLC SHS CL C g5480u120 194,393 6,903,175 SH   SOLE   6,903,175 0 0
MOODYS CORP COM 615369105 848 5,069 SH   SOLE   5,069 0 0
NIELSEN HLDGS PLC SHS EUR g6518l108 80,198 2,899,426 SH   SOLE   2,899,426 0 0
PRIMERICA INC COM 74164m108 175,062 1,452,198 SH   SOLE   1,452,198 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 190,957 2,074,489 SH   SOLE   2,074,489 0 0
SCHWAB CHARLES CORP NEW COM 808513105 287,000 5,839,273 SH   SOLE   5,839,273 0 0