The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 95,778 | 2,550,000 | SH | SOLE | 1 | 2,550,000 | 0 | 0 | |
| CHARTER COMMUNICATION INC D | CL A NEW | 16117M305 | 91,094 | 450,000 | SH | SOLE | 1 | 450,000 | 0 | 0 | |
| DAVITA HEALTHCARE PARTNERS INC | COM | 23918K108 | 62,373 | 850,000 | SH | SOLE | 1 | 850,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 84,490 | 875,000 | SH | SOLE | 1 | 875,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 60,102 | 600,000 | SH | SOLE | 1 | 600,000 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 84,060 | 3,000,000 | SH | SOLE | 1 | 3,000,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 82,628 | 375,000 | SH | SOLE | 1 | 375,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 53,536 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |