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 |
| AMAZON COM INC | COM | 023135106 | 40,712 | 12,500 | SH | DFND | 1,2 | 12,500 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 21,853 | 80,000 | SH | DFND | 1,2 | 80,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 51,470 | 325,000 | SH | DFND | 1,2 | 325,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,708 | 30,000 | SH | DFND | 1,2 | 30,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 11,029 | 38,000 | SH | DFND | 1,2 | 38,000 | 0 | 0 | |
| NVR INC | COM | 62944T105 | 15,299 | 3,750 | SH | DFND | 1,2 | 3,750 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 1,941 | 25,000 | SH | DFND | 1,2 | 25,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 13,924 | 22,500 | SH | DFND | 1,2 | 22,500 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 7,295 | 32,500 | SH | DFND | 1,2 | 32,500 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 18,920 | 800,000 | SH | Call | DFND | 1,2 | 800,000 | 0 | 0 |
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 16,806 | 325,000 | SH | Put | DFND | 1,2 | 325,000 | 0 | 0 |