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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,494 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 28,256 | 25,327 | SH | SOLE | 25,327 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 5,508 | 322,836 | SH | SOLE | 322,836 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 9,226 | 281,183 | SH | SOLE | 281,183 | 0 | 0 | ||
CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 7,849 | 529,598 | SH | SOLE | 529,598 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 17,955 | 182,100 | SH | SOLE | 182,100 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 27,508 | 610,201 | SH | SOLE | 610,201 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 11,401 | 322,884 | SH | SOLE | 322,884 | 0 | 0 | ||
SEA LTD | ADR | 81141R100 | 6,300 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 14,398 | 277,420 | SH | SOLE | 277,420 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 5,188 | 31,000 | SH | SOLE | 31,000 | 0 | 0 |