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
Comcast Corp New CL A 20030N101 19,484 550,242 SH   DFND 1 0 550,242 0
Kinder Morgan INC DEL COM 49456B101 16,796 947,293 SH   DFND 1 0 947,293 0
Interxion Holding N. V SHS N47279109 16,236 241,248 SH   DFND 1 0 241,248 0
Liberty Broadband Corp COM SER C 530307305 15,971 189,450 SH   DFND 1 0 189,450 0
American Tower Corp New COM 03027X100 15,658 107,764 SH   DFND 1 0 107,764 0
Alphabet Inc CAP STK CL A 02079K305 12,428 10,296 SH   DFND 1 0 10,296 0
Verizon Communications INC COM 92343V104 12,274 229,897 SH   DFND 1 0 229,897 0
Mylan N V SHS EURO N59465109 12,083 330,149 SH   DFND 1 0 330,149 0
Liberty Tripadvisor HLDGS IN COM SER A 531465102 12,070 152,300 SH   DFND 1 0 782,999 0
Amerisourcebergen Corp COM 03073E105 10,772 116,809 SH   DFND 1 0 116,809 0
Liberty Media Corp Delaware COM C Siriusxm 531229607 10,472 241,020 SH   DFND 1 0 241,020 0
NXP Semiconductors N V COM N6596X109 9,619 112,506 SH   DFND 1 0 112,506 0
Groupon Inc COM 399473107 9,214 2,444,147 SH   DFND 1 0 2,444,147 0
Microchip Technology Inc COM 595017104 9,174 116,257 SH   DFND 1 0 116,257 0
Marvell technology Group LTD ORD G5876H105 9,153 474,232 SH   DFND 1 0 474,232 0
Western Digital Corp COM 958102105 8,785 150,069 SH   DFND 1 0 150,069 0
Dowdupont INC COM 26078J100 8,673 134,870 SH   DFND 1 0 134,870 0
Palo Alto Networks Inc COM 697435105 8,491 37,693 SH   DFND 1 0 37,693 0
Enterprise Prods Partners L COM 293792107 7,967 277,310 SH   DFND 1 0 277,310 0
Luxfer Holdings PLC SHS G5698W116 7,904 339,963 SH   DFND 1 0 339,963 0
Microsoft Corp COM 594918104 7,450 65,136 SH   DFND 1 0 65,136 0
Del Friscos Restaurant Group COM 245077102 7,418 893,727 SH   DFND 1 0 893,727 0
Paypal HLDGS Inc COM 70450Y103 7,242 82,443 SH   DFND 1 0 82,443 0
Darling Ingredients Inc COM 237266101 7,008 362,710 SH   DFND 1 0 362,710 0
Akamai Technologies COM 00971T101 6,355 86,872 SH   DFND 1 0 86,872 0
Liquidity Services Inc COM 53635B107 6,270 987,429 SH   DFND 1 0 987,429 0
Ingles MKTS Inc CL A 457030104 6,041 176,364 SH   DFND 1 0 176,364 0
Travelport Worldwide LTD SHS G9019D104 5,830 345,575 SH   DFND 1 0 345,575 0
EXFO Inc SUB VTG SHS 302046107 4,901 1,181,999 SH   DFND 1 0 1,181,999 0
Box Inc CL A 10316T104 4,486 187,635 SH   DFND 1 0 187,635 0
PDF Solutions Inc COM 693282105 4,463 494,194 SH   DFND 1 0 494,194 0
Cenovus Energy Inc COM 15135U109 4,452 443,916 SH   DFND 1 0 443,916 0
Cogent Communications HLDGS COM NEW 19239V302 4,194 75,156 SH   DFND 1 0 75,156 0
Dicks Sporting Goods INC COM 253393102 2,995 84,408 SH   DFND 1 0 84,408 0
VMWARE INC CL A COM 928563402 2,121 13,591 SH   DFND 1 0 13,591 0
Imperva Inc COM 45321L100 2,078 44,740 SH   DFND 1 0 44,740 0
Kroger Co COM 501044101 1,623 55,762 SH   DFND 1 0 55,762 0
Tripadvisor Inc COM 896945201 449 8,795 SH   DFND 1 0 8,795 0
Qualcomm Inc CALL 747525903 3,069 1,373 SH Call DFND 1 0 1,373 0