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 |
| AMERCO | COM | 023586100 | 779 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 3,750 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 2,132 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 1,515 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 6,201 | 14,300 | SH | SOLE | 14,300 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 1,831 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 11,262 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 4,574 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 2,964 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 5,201 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 11,404 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 1,076 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| HRG GROUP INC | COM | 40434J100 | 6,102 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 15,119 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 9,095 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 847 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 7,986 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 9,223 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,774 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 11,747 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 4,632 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 7,824 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 970 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 5,990 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||