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
ALPHABET INC CAP STK CL C 02079K107 9,791 10,208 SH   SOLE 10,208 0 0
BROADSOFT INC COM 11133B409 10,200 202,791 SH   SOLE 202,791 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,859 10,618 SH   SOLE 10,618 0 0
COMMERCEHUB INC COM SER C 20084V306 480 22,500 SH   SOLE 22,500 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 33,444 1,100,143 SH   SOLE 1,100,143 0 0
GENERAL COMMUNICATION INC CL A 369385109 16,383 401,643 SH   SOLE 401,643 0 0
IHS MARKIT LTD SHS G47567105 16,030 363,651 SH   SOLE 363,651 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 20,846 462,826 SH   SOLE 462,826 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 10,804 173,420 SH   SOLE 173,420 0 0
PPG INDS INC COM 693506107 12,395 114,067 SH   SOLE 114,067 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 24,133 167,534 SH   SOLE 167,534 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,159 60,247 SH   SOLE 60,247 0 0
UNIVAR INC COM 91336L107 3,191 110,301 SH   SOLE 110,301 0 0