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 |
| ALTICE USA INC | CL A | 02156K103 | 7,093 | 383,836 | SH | SOLE | 383,836 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 15,718 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 5,204 | 258,257 | SH | SOLE | 258,257 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 20,581 | 220,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| LIBERTY MEDIAL CORP DELAWARE | COM SER A FRMLA | 531229870 | 11,277 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 23,346 | 441,648 | SH | SOLE | 441,648 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 29,273 | 28,371 | SH | SOLE | 28,371 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 8,098 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 2,999 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 3,830 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||