The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 15,450 | 285,000 | SH | SOLE | 0 | 285,000 | 0 | 0 | |
| ALTICE USA INC | CL A | 02156K103 | 5,609 | 339,500 | SH | SOLE | 0 | 339,500 | 0 | 0 | |
| ARAMARK | COM | 03852U106 | 10,603 | 366,000 | SH | SOLE | 0 | 366,000 | 0 | 0 | |
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 3,385 | 232,000 | SH | SOLE | 0 | 232,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 7,409 | 26,000 | SH | SOLE | 0 | 26,000 | 0 | 0 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 4,521 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| LAUREATE EDUCATION INC | CL A | 518613203 | 24,253 | 1,591,400 | SH | SOLE | 0 | 1,591,400 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 17,664 | 480,000 | SH | SOLE | 0 | 480,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 8,842 | 288,000 | SH | SOLE | 0 | 288,000 | 0 | 0 | |
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 5,622 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
| QUINSTREET INC | COM | 74874Q100 | 10,063 | 620,000 | SH | SOLE | 0 | 620,000 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 16,965 | 109,000 | SH | SOLE | 0 | 109,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 21,182 | 333,000 | SH | SOLE | 0 | 333,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 5,895 | 1,500,000 | SH | SOLE | 0 | 1,500,000 | 0 | 0 | |