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 | 9,734 | 356,034 | SH | SOLE | 356,034 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 115,628 | 238,368 | SH | SOLE | 238,368 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 184,132 | 4,094,556 | SH | SOLE | 4,094,556 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 159,377 | 4,299,364 | SH | SOLE | 4,299,364 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 19,119 | 525,247 | SH | SOLE | 525,247 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 4,828 | 31,523 | SH | SOLE | 31,523 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 84,121 | 533,423 | SH | SOLE | 533,423 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 95,098 | 1,222,342 | SH | SOLE | 1,222,342 | 0 | 0 | ||