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
ALPHABET INC CAP STK CL A 02079K305 132,235 127,500 SH   DFND 1 127,500 0 0
ALPHABET INC CAP STK CL A 02079K305 10,371 10,000 SH   DFND 2 10,000 0 0
ALPHABET INC CAP STK CL C 02079K107 27,033 26,200 SH   DFND 2 26,200 0 0
ALPHABET INC CAP STK CL C 02079K107 313,974 304,300 SH   DFND 1 304,300 0 0
ALTICE USA INC CL A 02156K103 61,690 3,338,200 SH   DFND 1 3,338,200 0 0
ALTICE USA INC CL A 02156K103 5,298 286,700 SH   DFND 2 286,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 442,728 1,422,555 SH   DFND 1 1,422,555 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 37,074 119,125 SH   DFND 2 119,125 0 0
EQUINIX INC COM PAR $0.001 29444U700 444,065 1,062,001 SH   DFND 1 1,062,001 0 0
EQUINIX INC COM PAR $0.001 29444U700 40,339 96,472 SH   DFND 2 96,472 0 0
FACEBOOK INC CL A 30303M102 8,788 55,000 SH   DFND 2 55,000 0 0
FACEBOOK INC CL A 30303M102 103,065 645,000 SH   DFND 1 645,000 0 0
LAREDO PETROLEUM INC COM 516806106 170,559 19,582,005 SH   DFND 1 19,582,005 0 0
LAREDO PETROLEUM INC COM 516806106 14,172 1,627,100 SH   DFND 2 1,627,100 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 21,613 690,300 SH   DFND 1 690,300 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,732 342,759 SH   DFND 2 342,759 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 718,210 23,602,032 SH   DFND 1 23,602,032 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 52,153 1,713,875 SH   DFND 2 1,713,875 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 22,329 723,800 SH   DFND 2 723,800 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 283,592 9,192,600 SH   DFND 1 9,192,600 0 0
LPL FINL HLDGS INC COM 50212V100 363,527 5,952,626 SH   DFND 1 5,952,626 0 0
LPL FINL HLDGS INC COM 50212V100 29,930 490,100 SH   DFND 2 490,100 0 0
PIONEER NAT RES CO COM 723787107 37,757 219,796 SH   DFND 1 219,796 0 0
PIONEER NAT RES CO COM 723787107 3,290 19,150 SH   DFND 2 19,150 0 0
SCHWAB CHARLES CORP NEW COM 808513105 389,463 7,458,124 SH   DFND 1 7,458,124 0 0
SCHWAB CHARLES CORP NEW COM 808513105 32,742 627,000 SH   DFND 2 627,000 0 0
TRANSDIGM GROUP INC COM 893641100 253,348 825,400 SH   DFND 1 825,400 0 0
TRANSDIGM GROUP INC COM 893641100 21,271 69,300 SH   DFND 2 69,300 0 0
VAIL RESORTS INC COM 91879Q109 16,539 74,600 SH   DFND 2 74,600 0 0
VAIL RESORTS INC COM 91879Q109 197,113 889,100 SH   DFND 1 889,100 0 0
ZAYO GROUP HLDGS INC COM 98919V105 351,996 10,304,341 SH   DFND 1 10,304,341 0 0
ZAYO GROUP HLDGS INC COM 98919V105 28,934 847,000 SH   DFND 2 847,000 0 0
ZILLOW GROUP INC CL A 98954M101 26,433 489,500 SH   DFND 1 489,500 0 0
ZILLOW GROUP INC CL A 98954M101 2,165 40,100 SH   DFND 2 40,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,552 251,900 SH   DFND 2 251,900 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 167,958 3,121,900 SH   DFND 1 3,121,900 0 0