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 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 95,948 | 2,835,333 | SH | SOLE | 1 | 2,835,333 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 203,602 | 606,029 | SH | SOLE | 1 | 606,029 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 28,153 | 186,000 | SH | SOLE | 1 | 186,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 152,640 | 1,034,075 | SH | SOLE | 1 | 1,034,075 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 110,215 | 674,676 | SH | SOLE | 1 | 674,676 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 128,425 | 2,500,000 | SH | SOLE | 1 | 2,500,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 107,101 | 389,998 | SH | SOLE | 1 | 389,998 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 57,010 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |