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
COMMERCEHUB INC COM SER C 20084V306 14,564 835,100 SH   SOLE   835,100 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 27,628 874,300 SH   SOLE   874,300 0 0
GIGAMON INC COM 37518B102 18,443 468,700 SH   SOLE   468,700 0 0
IHS MARKIT LTD SHS G47567105 24,632 559,300 SH   SOLE   559,300 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 37,736 435,000 SH   SOLE   435,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,389 63,855 SH   SOLE   63,855 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 15,763 80,058 SH   SOLE   80,058 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 18,538 310,000 SH   SOLE   310,000 0 0
PRICELINE GRP INC COM NEW 741503403 16,835 9,000 SH   SOLE   9,000 0 0
VISA INC COM CL A 92826C839 30,713 327,500 SH   SOLE   327,500 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 9,019 62,000 SH   SOLE   62,000 0 0
ZENDESK INC COM 98936J101 17,580 632,834 SH   SOLE   632,834 0 0