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 96,152 103,425 SH   SOLE   103,425 0 0
BANK AMER CORP COM 060505104 110,802 4,567,271 SH   SOLE   4,567,271 0 0
BAXTER INTL INC COM 071813109 103,623 1,711,643 SH   SOLE   1,711,643 0 0
CARS COM INC COM 14575E105 66,157 2,484,300 SH   SOLE   2,484,300 0 0
COMCAST CORP NEW COM CL A 20030N101 91,674 2,355,442 SH   SOLE   2,355,442 0 0
COTY INC COM CL A 222070203 109,935 5,860,088 SH   SOLE   5,860,088 0 0
EXPEDIA INC DEL COM NEW 30212P303 88,843 596,460 SH   SOLE   596,460 0 0
F M C CORP COM NEW 302491303 59,318 812,024 SH   SOLE   812,024 0 0
LIBERTY TRIPADVISOR HLDGS IN SERIES A COM 531465102 29,331 2,528,511 SH   SOLE   2,528,511 0 0
MICROSOFT CORP COM 594918104 72,568 1,052,778 SH   SOLE   1,052,778 0 0
TRIPADVISOR INC COM 896945201 23,140 605,751 SH   SOLE   605,751 0 0