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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 13,394 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 12,750 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 13,304 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
ANTERO MIDSTREAM CORP | COM | 03676B102 | 17,078 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
ANTERO RES CORP | COM | 03674X106 | 8,465 | 2,970,000 | SH | SOLE | 2,970,000 | 0 | 0 | ||
ANTERO RES CORP | COM | 03674X106 | 2,565 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
ARAMARK | COM | 03852U106 | 19,053 | 439,000 | SH | SOLE | 439,000 | 0 | 0 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 23,103 | 413,000 | SH | SOLE | 413,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 26,194 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 13,236 | 373,161 | SH | SOLE | 373,161 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 25,310 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 12,573 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 12,399 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 11,616 | 216,000 | SH | SOLE | 216,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 6,059 | 280,000 | SH | Call | SOLE | 280,000 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 22,292 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 13,645 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 26,600 | 47,500 | SH | SOLE | 47,500 | 0 | 0 |