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 |
| AMAZON COM INC | COM | 023135106 | 63,083 | 42,000 | SH | DFND | 1,2 | 42,000 | 0 | 0 | |
| CROWN HOLDINGS INC | COM | 228368106 | 11,432 | 275,000 | SH | DFND | 1,2 | 275,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 13,548 | 150,000 | SH | Call | DFND | 1,2 | 150,000 | 0 | 0 |
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 32,928 | 800,000 | SH | DFND | 1,2 | 800,000 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 25,211 | 350,000 | SH | DFND | 1,2 | 350,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 77,400 | 3,750,000 | SH | DFND | 1,2 | 3,750,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 2,134 | 100,000 | SH | Call | DFND | 1,2 | 100,000 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 62,255 | 330,000 | SH | DFND | 1,2 | 330,000 | 0 | 0 | |
| MIDDLEBY CORP | COM | 596278101 | 25,683 | 250,000 | SH | DFND | 1,2 | 250,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 21,006 | 150,000 | SH | DFND | 1,2 | 150,000 | 0 | 0 | |
| TEMPUR SEALY INTL INC | COM | 88023U101 | 10,350 | 250,000 | SH | DFND | 1,2 | 250,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 34,006 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 11,110 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 7,130 | 125,000 | SH | DFND | 1,2 | 125,000 | 0 | 0 | |