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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALTICE USA INC CL A 02156K103 38,540 1,482,300 SH   SOLE   1,482,300 0 0
AMERICAN EXPRESS COMPANY COM 025816109 36,350 362,597 SH   SOLE   362,597 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 56,753 90,900 SH   SOLE   90,900 0 0
COMCAST CORP NEW CL A 20030N101 46,222 999,185 SH   SOLE   999,185 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 79,846 1,381,900 SH   SOLE   1,381,900 0 0
DOLLAR TREE STORES INC COM 256746108 40,229 440,428 SH   SOLE   440,428 0 0
FACEBOOK INC-A CL A 30303M102 24,226 92,500 SH   SOLE   92,500 0 0
ALPHABET INC CL C 02079K107 63,193 43,000 SH   SOLE   43,000 0 0
ALPHABET INC CL A 02079K305 20,518 14,000 SH   SOLE   14,000 0 0
MASTERCARD INC CL A 57636Q104 129,845 383,964 SH   SOLE   383,964 0 0
MICROSOFT CORPORATION COM 594918104 2,103 10,000 SH   SOLE   10,000 0 0
T-MOBILE US INC COM 872590104 34,800 304,300 SH   SOLE   304,300 0 0
VISA INC COM CL A 92826C839 119,419 597,183 SH   SOLE   597,183 0 0