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
ACTIVISION BLIZZARD ORD COM 00507V109 12,159 130,737 SH   SOLE   130,737 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 89,697 145,372 SH   SOLE   145,372 0 0
COMCAST CL A ORD COM 20030N101 141,687 2,618,503 SH   SOLE   2,618,503 0 0
FOX CL A ORD COM 35137L105 16,000 443,100 SH   SOLE   443,100 0 0
FOX CORPORATION ORD COM 35137L204 29,052 831,723 SH   SOLE   831,723 0 0
L BRANDS ORD COM 501797104 55,153 891,577 SH   SOLE   891,577 0 0
LIBERTY BROADBAND SRS C ORD COM 530307305 40,584 270,289 SH   SOLE   270,289 0 0
MARSH & MCLENNAN COM 571748102 86,982 714,141 SH   SOLE   714,141 0 0
MCDONALDS ORD COM 580135101 45,950 205,008 SH   SOLE   205,008 0 0
MICROSOFT ORD COM 594918104 44,776 189,915 SH   SOLE   189,915 0 0
WABTEC ORD COM 929740108 244,933 3,094,157 SH   SOLE   3,094,157 0 0