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 |
| ALIGHT INC | COM CL A | 01626W101 | 87,071,910 | 14,683,290 | SH | SOLE | 14,683,290 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 44,829,979 | 466,105 | SH | SOLE | 466,105 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 50,485,319 | 9,507,593 | SH | SOLE | 9,507,593 | 0 | 0 | ||
| GROCERY OUTLET HLDG CORP | COM | 39874R101 | 71,673,014 | 5,126,825 | SH | SOLE | 5,126,825 | 0 | 0 | ||
| GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 | 10,240,475 | 5,851,700 | SH | SOLE | 5,851,700 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 81,963,580 | 2,872,891 | SH | SOLE | 2,872,891 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 68,146,030 | 801,718 | SH | SOLE | 801,718 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 60,540,886 | 711,827 | SH | SOLE | 711,827 | 0 | 0 | ||
| QVC GROUP INC | COM SER A | 74915M100 | 4,597,455 | 22,861,535 | SH | SOLE | 22,861,535 | 0 | 0 | ||
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | 99,096,998 | 4,395,520 | SH | SOLE | 4,395,520 | 0 | 0 | ||