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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,299 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 28,890 | 41,065 | SH | SOLE | 41,065 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 14,957 | 90,564 | SH | SOLE | 90,564 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 14,972 | 96,346 | SH | SOLE | 96,346 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 19,966 | 87,326 | SH | SOLE | 87,326 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 31,724 | 312,772 | SH | SOLE | 312,772 | 0 | 0 | ||
| ENTRAVISION COMMUNICATIONS C | CL A | 29382R107 | 7,929 | 1,179,936 | SH | SOLE | 1,179,936 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 15,422 | 145,078 | SH | SOLE | 145,078 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 20,640 | 792,628 | SH | SOLE | 792,628 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 32,303 | 631,280 | SH | SOLE | 631,280 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 21,232 | 711,036 | SH | SOLE | 711,036 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 38,718 | 894,798 | SH | SOLE | 894,798 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 25,505 | 913,186 | SH | SOLE | 913,186 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 7,454 | 148,778 | SH | SOLE | 148,778 | 0 | 0 | ||