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
ALPHABET INC CAP STK CL A 02079K305 12,290 9,176 SH   SOLE   9,176 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 13,196 276,596 SH   SOLE   276,596 0 0
AVANTOR INC COM 05352A100 2,005,176 110,477,989 SH   DFND 1 110,477,989 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 7,343 15,138,486 SH   DFND 1 15,138,486 0 0
BOOKING HLDGS INC COM 09857L108 19,204 9,351 SH   SOLE   9,351 0 0
CIT GROUP INC COM NEW 125581801 58,630 1,284,907 SH   SOLE   1,284,907 0 0
COMCAST CORP NEW CL A 20030N101 25,510 567,277 SH   SOLE   567,277 0 0
DXC TECHNOLOGY CO COM 23355L106 6,187 164,585 SH   SOLE   164,585 0 0
EBAY INC COM 278642103 21,303 589,941 SH   SOLE   589,941 0 0
ELECTRONIC ARTS INC COM 285512109 14,667 136,421 SH   SOLE   136,421 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 39,011 280,474 SH   SOLE   280,474 0 0
FISERV INC COM 337738108 45,641 394,719 SH   SOLE   394,719 0 0
GCI LIBERTY INC COM CLASS A 36164V305 30,076 424,497 SH   SOLE   424,497 0 0
GRAY TELEVISION INC COM 389375106 18,953 884,019 SH   SOLE   884,019 0 0
HILTON GRAND VACATIONS INC COM 43283X105 12,434 361,563 SH   SOLE   361,563 0 0
IAA INC COM 449253103 7,486 159,080 SH   SOLE   159,080 0 0
IAC INTERACTIVECORP COM 44919P508 10,683 42,883 SH   SOLE   42,883 0 0
KAR AUCTION SVCS INC COM 48238T109 6,325 290,272 SH   SOLE   290,272 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 25,872 535,204 SH   SOLE   535,204 0 0
LKQ CORP COM 501889208 166,055 4,651,390 SH   SOLE   4,651,390 0 0
LOGMEIN INC COM 54142L109 2,888 33,681 SH   SOLE   33,681 0 0
LPL FINL HLDGS INC COM 50212V100 19,499 211,375 SH   SOLE   211,375 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 18,830 160,593 SH   SOLE   160,593 0 0
OUTFRONT MEDIA INC COM 69007J106 6,516 242,941 SH   SOLE   242,941 0 0
PERSPECTA INC COM 715347100 5,607 212,075 SH   SOLE   212,075 0 0
POST HLDGS INC COM 737446104 13,196 120,956 SH   SOLE   120,956 0 0