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

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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 95,025 766,579 SH   SOLE 1 766,579 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 63,495 572,800 SH   SOLE 1 572,800 0 0
ALPHABET INC CAP STK CL C 02079K107 127,395 90,120 SH   SOLE 1 90,120 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 255,035 500,029 SH   SOLE 1 500,029 0 0
S&P GLOBAL INC COM 78409V104 9,258 28,100 SH   SOLE 1 28,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104 82,057 277,500 SH   SOLE 1 277,500 0 0
MOODYS CORP COM 615369105 178,637 650,228 SH   SOLE 1 650,228 0 0
TRANSDIGM GROUP INC COM 893641100 100,820 228,074 SH   SOLE 1 228,074 0 0
VISA INC COM CL A 92826C839 125,560 650,000 SH   SOLE 1 650,000 0 0