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 |
| ARDAGH GROUP S A | CL A | L0223L101 | 16,291 | 872,130 | SH | SOLE | 872,130 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 249,338 | 801,162 | SH | SOLE | 801,162 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 30,035 | 568,206 | SH | SOLE | 568,206 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 221,639 | 3,608,581 | SH | SOLE | 3,608,581 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 156,919 | 1,992,374 | SH | SOLE | 1,992,374 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 172,481 | 3,575,475 | SH | SOLE | 3,575,475 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 249,089 | 2,538,872 | SH | SOLE | 2,538,872 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 32,294 | 790,546 | SH | SOLE | 790,546 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 133,664 | 6,364,954 | SH | SOLE | 6,364,954 | 0 | 0 | ||
| MATTEL INC | COM | 577081102 | 25,698 | 1,954,225 | SH | SOLE | 1,954,225 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 484,777 | 15,878,711 | SH | SOLE | 15,878,711 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 183,556 | 29,416,043 | SH | SOLE | 29,416,043 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 69,070 | 666,055 | SH | SOLE | 666,055 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 210,077 | 12,292,400 | SH | SOLE | 12,292,400 | 0 | 0 | ||