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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,502 55,400 SH   SOLE   55,400 0 0
ALLERGAN PLC SHS G0177J108 9,395 30,064 SH   SOLE   30,064 0 0
ALTRIA GROUP INC COM 02209S103 7,474 128,400 SH   SOLE   128,400 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 12,884 207,900 SH   SOLE   207,900 0 0
ANTHEM INC COM 036752103 12,410 89,000 SH   SOLE   89,000 0 0
APPLE INC COM 037833100 9,947 94,500 SH   SOLE   94,500 0 0
AUTONATION INC COM 05329W102 1,259 21,100 SH   SOLE   21,100 0 0
AXOVANT SCIENCES LTD COM G0750W104 234 13,000 SH   SOLE   13,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,377 93,735 SH   SOLE   93,735 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 6,033 182,500 SH   SOLE   182,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,292 352,000 SH   SOLE   352,000 0 0
COMCAST CORP NEW CL A 20030N101 8,352 148,000 SH   SOLE   148,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,339 9,400 SH   SOLE   9,400 0 0
CROWN HOLDINGS INC COM 228368106 7,884 155,500 SH   SOLE   155,500 0 0
D R HORTON INC COM 23331A109 6,886 215,000 SH   SOLE   215,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 7,041 101,000 SH   SOLE   101,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 2,739 108,600 SH   SOLE   108,600 0 0
DISNEY WALT CO COM DISNEY 254687106 10,666 101,500 SH   SOLE   101,500 0 0
EQUINIX INC COM PAR $0.001 29444U700 15,719 51,981 SH   SOLE   51,981 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,101 127,000 SH   SOLE   127,000 0 0
FACEBOOK INC CL A 30303M102 6,897 65,900 SH   SOLE   65,900 0 0
FEDERATED INVS INC PA CL B 314211103 8,033 280,400 SH   SOLE   280,400 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,005 29,000 SH   SOLE   29,000 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 775 69,000 SH   SOLE   69,000 0 0
FISERV INC COM 337738108 13,408 146,600 SH   SOLE   146,600 0 0
KRAFT HEINZ CO COM 500754106 8,731 120,000 SH   SOLE   120,000 0 0
LENNAR CORP CL A 526057104 5,625 115,000 SH   SOLE   115,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,778 32,700 SH   SOLE   32,700 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 775 15,000 SH   SOLE   15,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,370 161,400 SH   SOLE   161,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 6,105 144,126 SH   SOLE   144,126 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,457 158,382 SH   SOLE   158,382 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 323 7,800 SH   SOLE   7,800 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 335 7,800 SH   SOLE   7,800 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 1,430 31,700 SH   SOLE   31,700 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 887 22,600 SH   SOLE   22,600 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 10,304 270,600 SH   SOLE   270,600 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 1,371 45,200 SH   SOLE   45,200 0 0
LOCKHEED MARTIN CORP COM 539830109 11,075 51,000 SH   SOLE   51,000 0 0
LOWES COS INC COM 548661107 9,885 130,000 SH   SOLE   130,000 0 0
MASTERCARD INC CL A 57636Q104 6,981 71,700 SH   SOLE   71,700 0 0
MOLSON COORS BREWING CO CL B 60871R209 7,279 77,500 SH   SOLE   77,500 0 0
NEWMARKET CORP COM 651587107 10,660 28,000 SH   SOLE   28,000 0 0
NVR INC COM 62944T105 1,137 692 SH   SOLE   692 0 0
PFIZER INC COM 717081103 10,120 313,500 SH   SOLE   313,500 0 0
PHILIP MORRIS INTL INC COM 718172109 6,857 78,000 SH   SOLE   78,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 1,283 100,000 SH   SOLE   100,000 0 0
PPG INDS INC COM 693506107 8,340 84,400 SH   SOLE   84,400 0 0
PRICELINE GRP INC COM NEW 741503403 7,267 5,700 SH   SOLE   5,700 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7,260 131,500 SH   SOLE   131,500 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 4,099 89,000 SH   SOLE   89,000 0 0
SYMETRA FINL CORP COM 87151Q106 1,731 54,500 SH   SOLE   54,500 0 0
UNION PAC CORP COM 907818108 6,882 88,000 SH   SOLE   88,000 0 0
VISA INC COM CL A 92826C839 7,833 101,000 SH   SOLE   101,000 0 0
WELLS FARGO & CO NEW COM 949746101 16,308 300,000 SH   SOLE   300,000 0 0
WYNN RESORTS LTD COM 983134107 3,598 52,000 SH   SOLE   52,000 0 0