The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 11,625 | 699,472 | SH | SOLE | 699,472 | 0 | 0 | ||
ATHENE HLDG LTD | CL A | G0684D107 | 162,273 | 3,701,492 | SH | SOLE | 3,701,492 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 66,550 | 834,477 | SH | SOLE | 834,477 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 197,865 | 674,822 | SH | SOLE | 674,822 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 21,838 | 484,426 | SH | SOLE | 484,426 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 209,164 | 2,962,669 | SH | SOLE | 2,962,669 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 127,286 | 1,607,958 | SH | SOLE | 1,607,958 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 150,296 | 2,913,270 | SH | SOLE | 2,913,270 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 226,025 | 2,264,321 | SH | SOLE | 2,264,321 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 30,535 | 673,173 | SH | SOLE | 673,173 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 130,781 | 6,099,874 | SH | SOLE | 6,099,874 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 371,492 | 12,100,730 | SH | SOLE | 12,100,730 | 0 | 0 | ||
SEASPAN CORP | SHS | Y75638109 | 27,338 | 2,685,443 | SH | SOLE | 2,685,443 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 122,902 | 18,153,978 | SH | SOLE | 18,153,978 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 257,736 | 10,597,679 | SH | SOLE | 10,597,679 | 0 | 0 |