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 BROADBAND CORP | COM SER C | 530307305 | 84,876 | 766,579 | SH | SOLE | 1 | 766,579 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 29,567 | 372,800 | SH | SOLE | 1 | 372,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 104,792 | 90,120 | SH | SOLE | 1 | 90,120 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 218,168 | 500,029 | SH | SOLE | 1 | 500,029 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 6,886 | 28,100 | SH | SOLE | 1 | 28,100 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 67,033 | 277,500 | SH | SOLE | 1 | 277,500 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 177,920 | 841,228 | SH | SOLE | 1 | 841,228 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 13,861 | 412,300 | SH | SOLE | 1 | 412,300 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 89,653 | 280,000 | SH | SOLE | 1 | 280,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 104,728 | 650,000 | SH | SOLE | 1 | 650,000 | 0 | 0 | |