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 |
| ATHENE HOLDING LTD | CL A | G0684D107 | 23,945 | 767,706 | SH | SOLE | 767,706 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 32,622 | 1,447,300 | SH | SOLE | 1,447,300 | 0 | 0 | ||
| AMERICAN EXPRESS COMPANY | COM | 025816109 | 36,899 | 387,597 | SH | SOLE | 387,597 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC-A | CL A | 16119P108 | 61,358 | 120,300 | SH | SOLE | 120,300 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 63,701 | 1,634,185 | SH | SOLE | 1,634,185 | 0 | 0 | ||
| DISCOVER FINANCIAL SERVICES | COM | 254709108 | 53,832 | 1,074,700 | SH | SOLE | 1,074,700 | 0 | 0 | ||
| DOLLAR TREE STORES INC | COM | 256746108 | 29,790 | 321,429 | SH | SOLE | 321,429 | 0 | 0 | ||
| FACEBOOK INC-A | CL A | 30303M102 | 23,161 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| ALPHABET INC | CL C | 02079K107 | 60,785 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 113,538 | 383,964 | SH | SOLE | 383,964 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 115,358 | 597,183 | SH | SOLE | 597,183 | 0 | 0 | ||