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 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 39,948 | 280,000 | SH | DFND | 1,2 | 280,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 13,950 | 130,000 | SH | DFND | 1,2 | 130,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 34,064 | 400,000 | SH | DFND | 1,2 | 400,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 276,811 | 8,180,000 | SH | DFND | 1,2 | 8,180,000 | 0 | 0 | |
| MONRO INC | COM | 610236101 | 34,170 | 600,000 | SH | DFND | 1,2 | 600,000 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 19,393 | 560,000 | SH | DFND | 1,2 | 560,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 212,102 | 4,776,000 | SH | DFND | 1,2 | 4,776,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 39,206 | 240,000 | SH | DFND | 1,2 | 240,000 | 0 | 0 | |