The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 22,590 20,863 SH   SOLE   19,758 0 1,105
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 12,156 354,413 SH   SOLE   334,401 0 20,012
AVANTOR INC COM 05352A100 2,006,526 110,477,989 SH   DFND 1 110,477,989 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 13,503 15,138,486 SH   DFND 1 15,138,486 0 0
BOOKING HLDGS INC COM 09857L108 30,113 16,063 SH   SOLE   15,213 0 850
CIT GROUP INC COM NEW 125581801 83,293 1,585,326 SH   SOLE   1,585,326 0 0
COMCAST CORP NEW CL A 20030N101 55,236 1,306,436 SH   SOLE   1,306,436 0 0
DXC TECHNOLOGY CO COM 23355L106 58,010 1,051,852 SH   SOLE   1,051,852 0 0
DXC TECHNOLOGY CO COM 23355L106 13,600 246,600 SH Call SOLE   246,600 0 0
EBAY INC COM 278642103 36,785 931,265 SH   SOLE   931,265 0 0
ELECTRONIC ARTS INC COM 285512109 17,205 169,912 SH   SOLE   169,912 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 8,524 262,122 SH   SOLE   262,122 0 0
FIRST DATA CORP NEW COM CL A 32008D106 49,588 1,831,837 SH   SOLE   1,831,837 0 0
GCI LIBERTY INC COM CLASS A 36164V305 27,564 448,494 SH   SOLE   448,494 0 0
GRAY TELEVISION INC COM 389375106 16,054 979,500 SH   SOLE   979,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 22,069 693,542 SH   SOLE   693,542 0 0
IAA INC COM 449253103 26,299 678,164 SH   SOLE   678,164 0 0
IAC INTERACTIVECORP COM 44919P508 15,404 70,811 SH   SOLE   70,811 0 0
KAR AUCTION SVCS INC COM 48238T109 37,655 1,506,215 SH   SOLE   1,506,215 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 22,222 823,344 SH   SOLE   823,344 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 34,000 899,235 SH   SOLE   899,235 0 0
LKQ CORP COM 501889208 125,179 4,704,201 SH   SOLE   4,704,201 0 0
LOGMEIN INC COM 54142L109 26,070 353,821 SH   SOLE   353,821 0 0
LPL FINL HLDGS INC COM 50212V100 22,763 279,064 SH   SOLE   279,064 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 22,723 224,977 SH   SOLE   224,977 0 0
PERSPECTA INC COM 715347100 17,055 728,514 SH   SOLE   728,514 0 0
POST HLDGS INC COM 737446104 23,146 222,619 SH   SOLE   222,619 0 0
WORLDPAY INC CL A 981558109 39,110 319,133 SH   SOLE   319,133 0 0