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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
CHARTER COMMUNICATIONS INC DCL A NEW16117M305323,1581,764,926SH SOLE 1,764,92600
DOLLAR TREE INCCOM256746108230,8722,989,800SH SOLE 2,989,80000
ENDO INTL PLCSHSG30401106237,7893,884,175SH SOLE 3,884,17500
LIBERTY GLOBAL PLCSHS CL AG5480U104121,3382,864,452SH SOLE 2,864,45200
LIBERTY GLOBAL PLCSHS CL CG5480U120188,3454,619,684SH SOLE 4,619,68400
LIBERTY INTERACTIVE CORPQVC GP COM SER53071M104285,93210,466,035SH SOLE 10,466,03500
SIRIUS XM HLDGS INCCOM82968B103369,99290,907,166SH SOLE 90,907,16600
SPECTRUM BRANDS HLDGS INCCOM84763R101202,2051,986,298SH SOLE 1,986,29800
TIME WARNER CABLE INCCOM88732J207356,3401,920,037SH SOLE 1,920,03700
VALEANT PHARMACEUTICALS INTLCOM91911K102825,1708,117,753SH SOLE 8,117,75300
WALGREENS BOOTS ALLIANCE INCCOM931427108131,3021,541,917SH SOLE 1,541,91700