The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
DISCOVERY INC | COM SER C | 25470F302 | 12,750 | 500,000 | SH | DFND | 1,2 | 500,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 36,125 | 425,000 | SH | DFND | 1,2 | 425,000 | 0 | 0 | |
GCI LIBERTY INC | COM CLASS A | 36164V305 | 19,159 | 425,000 | SH | DFND | 1,2 | 425,000 | 0 | 0 | |
GRAINGER W W INC | COM | 384802104 | 107,940 | 350,000 | SH | Call | DFND | 1,2 | 350,000 | 0 | 0 |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 45,432 | 600,000 | SH | DFND | 1,2 | 600,000 | 0 | 0 | |
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 236,297 | 8,880,000 | SH | DFND | 1,2 | 8,880,000 | 0 | 0 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 19,652 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
MOODYS CORP | COM | 615369105 | 34,112 | 200,000 | SH | DFND | 1,2 | 200,000 | 0 | 0 | |
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 36,461 | 950,000 | SH | DFND | 1,2 | 950,000 | 0 | 0 | |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 29,722 | 180,000 | SH | DFND | 1,2 | 180,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 15,894 | 120,000 | SH | DFND | 1,2 | 120,000 | 0 | 0 | |
WELBILT INC | COM | 949090104 | 46,851 | 2,100,000 | SH | DFND | 1,2 | 2,100,000 | 0 | 0 |