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 143,972 127,500 SH   DFND 1 127,500 0 0
ALPHABET INC CAP STK CL A 02079K305 7,904 7,000 SH   DFND 2 7,000 0 0
ALPHABET INC CAP STK CL C 02079K107 29,230 26,200 SH   DFND 2 26,200 0 0
ALPHABET INC CAP STK CL C 02079K107 339,492 304,300 SH   DFND 1 304,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 436,371 1,488,255 SH   DFND 1 1,488,255 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 36,307 123,825 SH   DFND 2 123,825 0 0
EQUINIX INC COM PAR $0.001 29444U700 34,336 79,872 SH   DFND 2 79,872 0 0
EQUINIX INC COM PAR $0.001 29444U700 454,953 1,058,301 SH   DFND 1 1,058,301 0 0
FACEBOOK INC CL A 30303M102 353,021 1,816,700 SH   DFND 1 1,816,700 0 0
FACEBOOK INC CL A 30303M102 26,972 138,800 SH   DFND 2 138,800 0 0
LAREDO PETROLEUM INC COM 516806106 124,343 12,925,505 SH   DFND 1 12,925,505 0 0
LAREDO PETROLEUM INC COM 516806106 9,431 980,400 SH   DFND 2 980,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 18,956 688,300 SH   DFND 1 688,300 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 9,434 342,559 SH   DFND 2 342,559 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 604,500 22,717,032 SH   DFND 1 22,717,032 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 38,052 1,429,975 SH   DFND 2 1,429,975 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 27,313 735,600 SH   DFND 2 735,600 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 357,644 9,632,200 SH   DFND 1 9,632,200 0 0
LPL FINL HLDGS INC COM 50212V100 136,410 2,081,326 SH   DFND 1 2,081,326 0 0
LPL FINL HLDGS INC COM 50212V100 10,388 158,500 SH   DFND 2 158,500 0 0
SCHWAB CHARLES CORP NEW COM 808513105 288,471 5,645,224 SH   DFND 1 5,645,224 0 0
SCHWAB CHARLES CORP NEW COM 808513105 20,164 394,600 SH   DFND 2 394,600 0 0
TRANSDIGM GROUP INC COM 893641100 25,609 74,200 SH   DFND 2 74,200 0 0
TRANSDIGM GROUP INC COM 893641100 335,338 971,600 SH   DFND 1 971,600 0 0
VAIL RESORTS INC COM 91879Q109 243,782 889,100 SH   DFND 1 889,100 0 0
VAIL RESORTS INC COM 91879Q109 20,455 74,600 SH   DFND 2 74,600 0 0
ZAYO GROUP HLDGS INC COM 98919V105 263,807 7,231,541 SH   DFND 1 7,231,541 0 0
ZAYO GROUP HLDGS INC COM 98919V105 20,046 549,500 SH   DFND 2 549,500 0 0
ZILLOW GROUP INC CL A 98954M101 39,310 657,900 SH   DFND 1 657,900 0 0
ZILLOW GROUP INC CL A 98954M101 645 10,800 SH   DFND 2 10,800 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 22,697 384,300 SH   DFND 2 384,300 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 275,255 4,660,600 SH   DFND 1 4,660,600 0 0