The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 14,637 | 13,120 | SH | SOLE | 13,120 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 14,579 | 524,616 | SH | SOLE | 524,616 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 13,868 | 71,368 | SH | SOLE | 71,368 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 13,377 | 182,246 | SH | SOLE | 182,246 | 0 | 0 | ||
| ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 8,787 | 34,150 | SH | SOLE | 34,150 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 8,618 | 144,231 | SH | SOLE | 144,231 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,605 | 72,700 | SH | SOLE | 72,700 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 7,587 | 110,310 | SH | SOLE | 110,310 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 6,825 | 40,570 | SH | SOLE | 40,570 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 5,610 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 5,516 | 98,459 | SH | SOLE | 98,459 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 4,408 | 88,700 | SH | SOLE | 88,700 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 4,085 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INTERXION HOLDING N.V. | SHS | N47279109 | 3,875 | 62,072 | SH | SOLE | 62,072 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 3,586 | 63,777 | SH | SOLE | 63,777 | 0 | 0 | ||
| TIVO CORP | COM | 88870P106 | 3,026 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MDC PARTNERS INC | CL A SUB VTG | 552697104 | 2,812 | 611,208 | SH | SOLE | 611,208 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 2,790 | 176,608 | SH | SOLE | 176,608 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 2,672 | 1,318 | SH | SOLE | 1,318 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 2,206 | 68,700 | SH | SOLE | 68,700 | 0 | 0 | ||
| MEREDITH CORP | COM | 589433101 | 1,070 | 20,984 | SH | SOLE | 20,984 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 907 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 901 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 333 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||