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
LIBERTY GLOBAL PLC-A Common Stock 530555101 70,768 2,313,460 SH   SOLE   76,154 267,067 1,970,239
CRITEO SA Common Stock 226718104 3,568 86,877 SH   SOLE   1,976 15,606 69,295
LIBERTY LILAC GROUP Common Stock G5480U138 6,540 297,831 SH   SOLE   8,994 32,789 256,048
ARCH COAL INC Common Stock 039380407 48,592 622,572 SH   SOLE   12,658 56,060 553,854