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 97,519 92,575 SH   SOLE   92,575 0 0
Alphabet, Inc. CAP STK CL C 02079K107 34,491 32,962 SH   SOLE   32,962 0 0
The Charles Schwab Corporation COMM 808513105 200,267 3,898,512 SH   SOLE   3,898,512 0 0
CommScope Holding Inc. COMM 20337X109 270,792 7,158,121 SH   SOLE   7,158,121 0 0
Fastenal Company COMM 311900104 236,700 4,328,031 SH   SOLE   4,328,031 0 0
Herbalife Ltd. COMM G4412G101 455,326 6,723,654 SH   SOLE   6,723,654 0 0
Liberty Global plc CAP STK CL A G5480U104 286,958 8,006,635 SH   SOLE   8,006,635 0 0
Liberty Global plc CAP STK CL C G5480U120 91,148 2,693,487 SH   SOLE   2,693,487 0 0
Microsoft Corporation COMM 594918104 157,421 1,840,315 SH   SOLE   1,840,315 0 0
Outfront Media Inc. COMM 69007J106 137,492 5,926,370 SH   SOLE   5,926,370 0 0
Post Holdings Inc. COMM 737446104 359,077 4,532,083 SH   SOLE   4,532,083 0 0
Tempur Sealy International Inc. COMM 88023U101 134,107 2,139,205 SH   SOLE   2,139,205 0 0
SPDR S&P 500 ETF Trust COMM 78462F103 1,696,482 6,357,200 SH Put SOLE   6,357,200 0 0
iShares Russell 2000 ETF COMM 464287655 552,210 3,622,000 SH Put SOLE   3,622,000 0 0