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
ALPHABET INC CAP STK CL A 02079K305 41,241 52,042 SH   SOLE   52,042 0 0
BAIDU INC SPON ADR REP A 056752108 10,275 62,498 SH   SOLE   62,498 0 0
BROADCOM LTD SHS Y09827109 25,918 146,622 SH   SOLE   146,622 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 11,001 266,049 SH   SOLE   266,049 0 0
COMCAST CORP NEW CL A 20030N101 30,832 446,514 SH   SOLE   446,514 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 44,299 510,529 SH   SOLE   510,529 0 0
ECHOSTAR CORP CL A 278768106 9,915 192,933 SH   SOLE   192,933 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 6,793 970,438 SH   SOLE   970,438 0 0
FACEBOOK INC CL A 30303M102 10,726 93,225 SH   SOLE   93,225 0 0
MSG NETWORK INC CL A 553573106 10,182 473,587 SH   SOLE   473,587 0 0
T MOBILE US INC COM 872590104 26,836 466,628 SH   SOLE   466,628 0 0
TEXAS INSTRS INC COM 882508104 14,747 202,102 SH   SOLE   202,102 0 0
YAHOO INC COM 984332106 52,293 1,352,280 SH   SOLE   1,352,280 0 0
ZAYO GROUP HLDGS INC COM 98919V105 26,550 807,966 SH   SOLE   807,966 0 0