DISCOVERY INC COM SER C 25470F302 12750 500000 SH DFND 1,2 500000 0 0 DOLLAR TREE INC COM 256746108 36125 425000 SH DFND 1,2 425000 0 0 GCI LIBERTY INC COM CLASS A 36164V305 19159 425000 SH DFND 1,2 425000 0 0 GRAINGER W W INC COM 384802104 107940 350000 SH Call DFND 1,2 350000 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 45432 600000 SH DFND 1,2 600000 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 236297 8880000 SH DFND 1,2 8880000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 19652 100000 SH DFND 1,2 100000 0 0 MOODYS CORP COM 615369105 34112 200000 SH DFND 1,2 200000 0 0 PRESTIGE BRANDS HLDGS INC COM 74112D101 36461 950000 SH DFND 1,2 950000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 29722 180000 SH DFND 1,2 180000 0 0 VISA INC COM CL A 92826C839 15894 120000 SH DFND 1,2 120000 0 0 WELBILT INC COM 949090104 46851 2100000 SH DFND 1,2 2100000 0 0