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 |
| ALTABA INC | COM | 021346101 | 145,728 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 81,715 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 85,425 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 91,168 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 48,963 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 33,810 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 78,300 | 1,350,000 | SH | SOLE | 0 | 0 | 1,350,000 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 71,402 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 34,993 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 101,313 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 85,880 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 172,728 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 76,240 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 66,992 | 1,600,000 | SH | SOLE | 0 | 0 | 1,600,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 99,034 | 2,600,000 | SH | SOLE | 0 | 0 | 2,600,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 20,617 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 71,946 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 130,358 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 82,858 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 45,024 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 72,025 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 46,245 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 71,146 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 41,850 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 68,409 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||