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
Alphabet, Inc. CAP STK CL A 02079K305 165,919 209,375 SH   SOLE   209,375 0 0
Alphabet, Inc. CAP STK CL C 02079K107 25,441 32,962 SH   SOLE   32,962 0 0
The Charles Schwab Corporation COMM 808513105 64,316 1,629,500 SH   SOLE   1,629,500 0 0
CommScope Holding Inc. COMM 20337X109 237,833 6,393,347 SH   SOLE   6,393,347 0 0
Fastenal Company COMM 311900104 118,076 2,513,332 SH   SOLE   2,513,332 0 0
Herbalife Ltd. COMM G4412G101 251,938 5,233,452 SH   SOLE   5,233,452 0 0
Liberty Global plc CAP STK CL A G5480U104 197,312 6,450,207 SH   SOLE   6,450,207 0 0
Liberty Global plc CAP STK CL C G5480U120 27,264 917,987 SH   SOLE   917,987 0 0
Marcus & Millichap, Inc. COMM 566324109 40,308 1,508,551 SH   SOLE   1,508,551 0 0
Microsoft Corporation COMM 594918104 210,611 3,389,300 SH   SOLE   3,389,300 0 0
Outfront Media Inc. COMM 69007J106 128,687 5,174,370 SH   SOLE   5,174,370 0 0
Post Holdings Inc. COMM 737446104 280,166 3,485,083 SH   SOLE   3,485,083 0 0
SPDR S&P 500 ETF Trust COMM 78462F103 1,310,512 5,862,800 SH Put SOLE   5,862,800 0 0
Twenty-First Century Fox, Inc. COMM 90130A200 144,665 5,308,825 SH   SOLE   5,308,825 0 0