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 | 39,969 | 275,000 | SH | DFND | 1,2 | 275,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 42,705 | 450,000 | SH | DFND | 1,2 | 450,000 | 0 | 0 | |
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 18,501 | 350,000 | SH | DFND | 1,2 | 350,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 34,276 | 400,000 | SH | DFND | 1,2 | 400,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 255,003 | 8,380,000 | SH | DFND | 1,2 | 8,380,000 | 0 | 0 | |
| MONRO INC | COM | 610236101 | 17,688 | 330,000 | SH | DFND | 1,2 | 330,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 29,034 | 180,000 | SH | DFND | 1,2 | 180,000 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 18,885 | 500,000 | SH | DFND | 1,2 | 500,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 85,986 | 2,550,000 | SH | DFND | 1,2 | 2,550,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 22,220 | 130,000 | SH | DFND | 1,2 | 130,000 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 10,697 | 550,000 | SH | DFND | 1,2 | 550,000 | 0 | 0 | |