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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALTICE USA INCCL A02156K10338,5401,482,300SH SOLE 1,482,30000
AMERICAN EXPRESS COMPANYCOM02581610936,350362,597SH SOLE 362,59700
CHARTER COMMUNICATIONS INC-ACL A16119P10856,75390,900SH SOLE 90,90000
COMCAST CORP NEWCL A20030N10146,222999,185SH SOLE 999,18500
DISCOVER FINANCIAL SERVICESCOM25470910879,8461,381,900SH SOLE 1,381,90000
DOLLAR TREE STORES INCCOM25674610840,229440,428SH SOLE 440,42800
FACEBOOK INC-ACL A30303M10224,22692,500SH SOLE 92,50000
ALPHABET INCCL C02079K10763,19343,000SH SOLE 43,00000
ALPHABET INCCL A02079K30520,51814,000SH SOLE 14,00000
MASTERCARD INCCL A57636Q104129,845383,964SH SOLE 383,96400
MICROSOFT CORPORATIONCOM5949181042,10310,000SH SOLE 10,00000
T-MOBILE US INCCOM87259010434,800304,300SH SOLE 304,30000
VISA INCCOM CL A92826C839119,419597,183SH SOLE 597,18300