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
Estimated average burden
hours per response: 23.8
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
ALLIANCE DATA SYSTEMS CORP COM 018581108 53,053 247,300 SH   SOLE   247,300 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,514 501,930 SH   SOLE   501,930 0 0
COMMERCEHUB INC COM SER C 20084V306 231 14,526 SH   SOLE   14,526 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 13,422 507,269 SH   SOLE   507,269 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,253 66,300 SH   SOLE   66,300 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 23,775 711,600 SH   SOLE   711,600 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 65,157 3,259,500 SH   SOLE   3,259,500 0 0
SIRIUS XM HLDGS INC COM 82968B103 50,727 12,164,800 SH   SOLE   12,164,800 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 38,146 501,000 SH   SOLE   501,000 0 0
STAMPS COM INC COM NEW 852857200 9,167 97,000 SH   SOLE   97,000 0 0
STARZ COM SER A 85571Q102 21,776 698,161 SH   SOLE   698,161 0 0
T MOBILE US INC COM 872590104 79,798 1,708,000 SH   SOLE   1,708,000 0 0
TRIBUNE MEDIA CO CL A 896047503 1,326 36,307 SH   SOLE   36,307 0 0
WINDSTREAM HLDGS INC COM NEW 97382A200 1,717 170,833 SH   SOLE   170,833 0 0