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
AON CL A ORD COM GO403H108 40,358 195,627 SH   SOLE NONE 195,627 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 78,641 125,958 SH   SOLE NONE 125,958 0 0
COMCAST CL A ORD COM 20030N101 233,883 5,055,826 SH   SOLE NONE 5,055,826 0 0
FOX CL A ORD COM 35137L105 100,351 3,605,861 SH   SOLE NONE 3,605,861 0 0
LIBERTY BROADBAND SRS C ORD COM 530307107 11,280 78,955 SH   SOLE NONE 78,955 0 0
MARSH & MCLENNAN COM 571748102 38,204 333,078 SH   SOLE NONE 333,078 0 0
MICROSOFT ORD COM 594918104 72,083 342,715 SH   SOLE NONE 342,715 0 0
WABTEC ORD COM 929740108 195,888 3,165,618 SH   SOLE NONE 3,165,618 0 0