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 |
| ALTICE USA INC | CL A | 02156K103 | 18,243 | 636,073 | SH | SOLE | 636,073 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 160,279 | 388,913 | SH | SOLE | 388,913 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 120,084 | 2,663,792 | SH | SOLE | 2,663,792 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 164,176 | 5,206,149 | SH | SOLE | 5,206,149 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 24,125 | 764,891 | SH | SOLE | 764,891 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 35,389 | 266,063 | SH | SOLE | 266,063 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 88,816 | 638,829 | SH | SOLE | 638,829 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 16,161 | 1,078,837 | SH | SOLE | 1,078,837 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 44,047 | 1,568,051 | SH | SOLE | 1,568,051 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 85,511 | 1,189,960 | SH | SOLE | 1,189,960 | 0 | 0 | ||