The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
AMAZON COM INC COM 023135106 60,757 35,000 SH   DFND 1,2 35,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 66,725 1,075,000 SH   DFND 1,2 1,075,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,234 50,000 SH   DFND 1,2 50,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 65,423 2,750,000 SH   DFND 1,2 2,750,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 86,625 3,500,000 SH Call DFND 1,2 3,500,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 95,160 4,000,000 SH Call DFND 1,2 4,000,000 0 0
MASTERCARD INC CL A 57636Q104 59,745 220,000 SH   DFND 1,2 220,000 0 0
MOODYS CORP COM 615369105 18,435 90,000 SH   DFND 1,2 90,000 0 0
TRANSDIGM GROUP INC COM 893641100 26,034 50,000 SH   DFND 1,2 50,000 0 0
WELBILT INC COM 949090104 33,720 2,000,000 SH   DFND 1,2 2,000,000 0 0