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 C 02079K107 8,883 8,610 SH   SOLE 0 8,610 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 4,025 286,460 SH   SOLE 0 286,460 0 0
ANTHEM INC COM 036752103 40,648 185,020 SH   SOLE 0 185,020 0 0
BROADCOM LTD SHS Y09827109 34,904 148,123 SH   SOLE 0 148,123 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,882 31,752 SH   SOLE 0 31,752 0 0
COMCAST CORP NEW CL A 20030N101 44,708 1,308,386 SH   SOLE 0 1,308,386 0 0
CVS HEALTH CORP COM 126650100 69,754 1,121,258 SH   SOLE 0 1,121,258 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,825 288,724 SH   SOLE 0 288,724 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 40,865 1,906,918 SH   SOLE 0 1,906,918 0 0
DISH NETWORK CORP CL A 25470M109 15,029 396,648 SH   SOLE 0 396,648 0 0
DOVER CORP COM 260003108 62,559 636,927 SH   SOLE 0 636,927 0 0
DOWDUPONT INC COM 26078J100 70,275 1,103,048 SH   SOLE 0 1,103,048 0 0
FACEBOOK INC CL A 30303M102 20,767 129,963 SH   SOLE 0 129,963 0 0
FGL HLDGS ORD SHS G3402M102 38,258 3,769,289 SH   SOLE 0 3,769,289 0 0
FIREEYE INC COM 31816Q101 39,000 2,303,622 SH   SOLE 0 2,303,622 0 0
FRANKLIN RES INC COM 354613101 57,646 1,662,258 SH   SOLE 0 1,662,258 0 0
GCI LIBERTY INC COM CLASS A 36164V305 38,909 736,077 SH   SOLE 0 736,077 0 0
GILEAD SCIENCES INC COM 375558103 5,054 67,045 SH   SOLE 0 67,045 0 0
GROUPON INC COM 399473107 5,050 1,163,678 SH   SOLE 0 1,163,678 0 0
INPHI CORP COM 45772F107 4,995 165,939 SH   SOLE 0 165,939 0 0
KRAFT HEINZ CO COM 500754106 11,217 180,077 SH   SOLE 0 180,077 0 0
LAM RESEARCH CORP COM 512807108 58,545 288,168 SH   SOLE 0 288,168 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 38,754 1,539,653 SH   SOLE 0 1,539,653 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 12,602 306,623 SH   SOLE 0 306,623 0 0
LKQ CORP COM 501889208 20,615 543,236 SH   SOLE 0 543,236 0 0
LOWES COS INC COM 548661107 20,237 230,622 SH   SOLE 0 230,622 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 63,518 3,024,683 SH   SOLE 0 3,024,683 0 0
MASTEC INC COM 576323109 30,802 654,669 SH   SOLE 0 654,669 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,060 74,562 SH   SOLE 0 74,562 0 0
MICRON TECHNOLOGY INC COM 595112103 52,003 997,362 SH   SOLE 0 997,362 0 0
MONDELEZ INTL INC CL A 609207105 5,343 128,042 SH   SOLE 0 128,042 0 0
MYLAN N V SHS EURO N59465109 49,856 1,210,956 SH   SOLE 0 1,210,956 0 0
NEWMARK GROUP INC CL A 65158N102 7,440 489,830 SH   SOLE 0 489,830 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 28,573 1,814,138 SH   SOLE 0 1,814,138 0 0
PITNEY BOWES INC COM 724479100 9,728 893,359 SH   SOLE 0 893,359 0 0
QORVO INC COM 74736K101 47,857 679,295 SH   SOLE 0 679,295 0 0
QUALCOMM INC COM 747525103 100,629 1,816,066 SH   SOLE 0 1,816,066 0 0
SERVICE CORP INTL COM 817565104 8,311 220,186 SH   SOLE 0 220,186 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 34,813 1,112,222 SH   SOLE 0 1,112,222 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 30,905 308,251 SH   SOLE 0 308,251 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 26,387 100,273 SH   SOLE 0 100,273 0 0
SPIRIT AIRLS INC COM 848577102 2,120 56,119 SH   SOLE 0 56,119 0 0
STAMPS COM INC COM NEW 852857200 10,053 50,000 SH   SOLE 0 50,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 21,197 138,368 SH   SOLE 0 138,368 0 0
T MOBILE US INC COM 872590104 12,647 207,178 SH   SOLE 0 207,178 0 0
TESARO INC COM 881569107 1,442 25,235 SH   SOLE 0 25,235 0 0
TIME WARNER INC COM NEW 887317303 109,900 1,161,981 SH   SOLE 0 1,161,981 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 109,608 2,987,406 SH   SOLE 0 2,987,406 0 0
UNITED CONTL HLDGS INC COM 910047109 7,025 101,119 SH   SOLE 0 101,119 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 9,955 98,563 SH   SOLE 0 98,563 0 0
US FOODS HLDG CORP COM 912008109 9,698 295,974 SH   SOLE 0 295,974 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 5,066 318,194 SH   SOLE 0 318,194 0 0
VIAVI SOLUTIONS INC COM 925550105 16,599 1,707,725 SH   SOLE 0 1,707,725 0 0
VISA INC COM CL A 92826C839 12,577 105,138 SH   SOLE 0 105,138 0 0
WESTERN DIGITAL CORP COM 958102105 7,523 81,530 SH   SOLE 0 81,530 0 0
XEROX CORP COM NEW 984121608 21,582 749,857 SH   SOLE 0 749,857 0 0