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 | 261,537 | 1,742,653 | SH | SOLE | 1,742,653 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 1,166 | 1,126 | SH | SOLE | 1,126 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 319,234 | 305,499 | SH | SOLE | 305,499 | 0 | 0 | ||
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675y103 | 1,006 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674x106 | 104,283 | 11,105,794 | SH | SOLE | 11,105,794 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 358 | 14,532 | SH | SOLE | 14,532 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 62,018 | 1,191,286 | SH | SOLE | 1,191,286 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 1,059 | 31,094 | SH | SOLE | 31,094 | 0 | 0 | ||
| D R HORTON INC | COM | 23331a109 | 39,598 | 1,142,461 | SH | SOLE | 1,142,461 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303m102 | 110,409 | 842,237 | SH | SOLE | 842,237 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905a109 | 1,101 | 41,368 | SH | SOLE | 41,368 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625h100 | 188,875 | 1,934,803 | SH | SOLE | 1,934,803 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 134,025 | 3,423,382 | SH | SOLE | 3,423,382 | 0 | 0 | ||
| LENNAR CORP | CL B | 526057302 | 407 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | g5480u104 | 5,168 | 242,175 | SH | SOLE | 242,175 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 121,657 | 5,894,249 | SH | SOLE | 5,894,249 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 961 | 6,859 | SH | SOLE | 6,859 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | g6518l108 | 60,172 | 2,579,186 | SH | SOLE | 2,579,186 | 0 | 0 | ||
| PRIMERICA INC | COM | 74164m108 | 133,809 | 1,369,452 | SH | SOLE | 1,369,452 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281a109 | 1,642 | 171,549 | SH | SOLE | 171,549 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 168,929 | 2,270,243 | SH | SOLE | 2,270,243 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 248,670 | 5,987,722 | SH | SOLE | 5,987,722 | 0 | 0 | ||