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 | 197,196 | 1,126,962 | SH | SOLE | 1,126,962 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 1,321 | 1,126 | SH | SOLE | 1,126 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 370,357 | 314,691 | SH | SOLE | 314,691 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676b102 | 8,629 | 626,209 | SH | SOLE | 626,209 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674x106 | 105,433 | 11,940,274 | SH | SOLE | 11,940,274 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 401 | 14,532 | SH | SOLE | 14,532 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 88,150 | 1,416,753 | SH | SOLE | 1,416,753 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 1,243 | 31,094 | SH | SOLE | 31,094 | 0 | 0 | ||
| D R HORTON INC | COM | 23331a109 | 53,086 | 1,282,900 | SH | SOLE | 1,282,900 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303m102 | 139,715 | 838,174 | SH | SOLE | 838,174 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905a109 | 1,424 | 41,368 | SH | SOLE | 41,368 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625h100 | 209,401 | 2,068,564 | SH | SOLE | 2,068,564 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 178,549 | 3,637,167 | SH | SOLE | 3,637,167 | 0 | 0 | ||
| LENNAR CORP | CL B | 526057302 | 724 | 18,504 | SH | SOLE | 18,504 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | g5480u104 | 5,782 | 232,019 | SH | SOLE | 232,019 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 128,065 | 5,289,768 | SH | SOLE | 5,289,768 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,245 | 6,875 | SH | SOLE | 6,875 | 0 | 0 | ||
| PRIMERICA INC | COM | 74164m108 | 153,764 | 1,258,809 | SH | SOLE | 1,258,809 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 197,750 | 2,459,273 | SH | SOLE | 2,459,273 | 0 | 0 | ||
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 147,862 | 3,457,957 | SH | SOLE | 3,457,957 | 0 | 0 | ||