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

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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
ALTICE USA INC CL A 02156K103 4,318 203,413 SH   SOLE   203,413 0 0
COMCAST CORP NEW CL A 20030N101 26,033 650,000 SH   SOLE   650,000 0 0
DOLLAR GEN CORP NEW COM 256677105 17,728 190,600 SH   SOLE   190,600 0 0
DISCOVERY COMMUNICATIONS NEW COM SER A 25470F104 2,238 100,000 SH   SOLE   100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 10,143 310,000 SH   SOLE   310,000 0 0
ALPHABET INC CAP STK CL C 02079K107 29,299 28,000 SH   SOLE   28,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 4,684 55,000 SH   SOLE   55,000 0 0
LOWES COS INC COM 548661107 15,354 165,201 SH   SOLE   165,201 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 10,780 198,747 SH   SOLE   198,747 0 0
NEWS CORP NEW CL A 65249B109 10,699 660,000 SH   SOLE   660,000 0 0