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
CHARTER COMMUNICATIONS INC N CL A 16119P108 49,281 215,540 SH   SOLE   215,540 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 26,768 750,000 SH   SOLE   750,000 0 0
HILLTOP HOLDINGS INC COM 432748101 12,529 596,884 SH   SOLE   596,884 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 12,104 598,300 SH   SOLE   598,300 0 0
MEDIVATION INC COM 58501N101 17,975 298,101 SH   SOLE   298,101 0 0
POST HLDGS INC COM 737446104 43,942 531,406 SH   SOLE   531,406 0 0
STARZ COM SER A 85571Q102 38,473 1,285,860 SH   SOLE   1,285,860 0 0