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
BALL CORP COM 058498106 20,422 282,500 SH   SOLE   282,500 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 5,529 165,099 SH   SOLE   165,099 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 21,848 750,000 SH   SOLE   750,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 15,029 105,000 SH   SOLE   105,000 0 0
IHS INC CL A 451734107 21,966 190,000 SH   SOLE   190,000 0 0
INFOBLOX INC COM 45672H104 17,424 928,779 SH   SOLE   928,779 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 25,800 430,000 SH   SOLE   430,000 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 8,341 225,000 SH   SOLE   225,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 8,327 175,000 SH   SOLE   175,000 0 0
NVR INC COM 62944T105 2,448 1,375 SH   SOLE   1,375 0 0
PRICELINE GRP INC COM NEW 741503403 12,484 10,000 SH   SOLE   10,000 0 0
VISA INC COM CL A 92826C839 8,530 115,000 SH   SOLE   115,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 10,566 85,000 SH   SOLE   85,000 0 0