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
AON PLC SHS CL A G0408V102 21,644 225,173 SH   SOLE 225,173 0 0 0
BANK NEW YORK MELLON CORP COM 064058100 36,514 907,416 SH   SOLE 907,416 0 0 0
CARMAX INC COM 143130102 38,033 551,120 SH   SOLE 551,120 0 0 0
COLFAX CORP COM 194014106 15,265 319,825 SH   SOLE 319,825 0 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 483 16,400 SH   SOLE 16,400 0 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 17,080 555,255 SH   SOLE 555,255 0 0 0
EQUINIX INC COM PAR $0.001 29444U700 29,390 126,217 SH   SOLE 126,217 0 0 0
LAS VEGAS SANDS CORP COM 517834107 1,879 34,143 SH   SOLE 34,143 0 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 46,529 934,129 SH   SOLE 934,129 0 0 0
MELCO CROWN ENTMT LTD ADR 585464100 51,866 2,416,885 SH   SOLE 2,416,885 0 0 0
PIONEER NAT RES CO COM 723787107 156,793 958,920 SH   SOLE 958,920 0 0 0
TIME WARNER CABLE INC COM 88732J207 13,072 87,215 SH   SOLE 87,215 0 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,955 181,104 SH   SOLE 181,104 0 0 0