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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 4,484,453 | 55,666 | SH | SOLE | 55,666 | 0 | 0 | |||
| ALBERTSONS COS INC | COMMON STOCK | 013091103 | 14,256,987 | 771,482 | SH | SOLE | 771,482 | 0 | 0 | |||
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | 2,090,421 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | |||
| BARRICK GOLD CORP | COM | 067901108 | 6,889,160 | 346,363 | SH | SOLE | 346,363 | 0 | 0 | |||
| CARNIVAL PLC | ADS | 14365C103 | 3,032,740 | 181,928 | SH | SOLE | 181,928 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 35,336,231 | 1,237,263 | SH | SOLE | 1,237,263 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 37,114,040 | 480,192 | SH | SOLE | 480,192 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 4,996,053 | 132,031 | SH | SOLE | 132,031 | 0 | 0 | |||
| NEWMONT CORP | COM | 651639106 | 5,724,548 | 107,101 | SH | SOLE | 107,101 | 0 | 0 | |||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 22,439,901 | 315,300 | SH | SOLE | 315,300 | 0 | 0 | |||
| UNITED STATES STL CORP NEW | COM | 912909108 | 11,733,093 | 332,100 | SH | SOLE | 332,100 | 0 | 0 | |||