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
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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
AON PLC SHS CL A G0408V102 2,907 29,164 SH   SOLE 29,164 0 0 0
BANK NEW YORK MELLON CORP COM 064058100 27,535 656,074 SH   SOLE 656,074 0 0 0
CARMAX INC COM 143130102 21,174 319,802 SH   SOLE 319,802 0 0 0
COLFAX CORP COM 194014106 14,051 304,472 SH   SOLE 304,472 0 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 1,721 55,376 SH   SOLE 55,376 0 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 15,801 475,061 SH   SOLE 475,061 0 0 0
EQUINIX INC COM PAR $0.001 29444U700 21,706 85,456 SH   SOLE 85,456 0 0 0
LAS VEGAS SANDS CORP COM 517834107 1,795 34,143 SH   SOLE 34,143 0 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 41,573 821,111 SH   SOLE 821,111 0 0 0
MELCO CROWN ENTMT LTD ADR 585464100 31,564 1,607,935 SH   SOLE 1,607,935 0 0 0
PIONEER NAT RES CO COM 723787107 121,147 873,512 SH   SOLE 873,512 0 0 0
TIME WARNER CABLE INC COM 88732J207 56,093 314,831 SH   SOLE 314,831 0 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 8,780 272,494 SH   SOLE 272,494 0 0 0