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
AMERICAN TOWER CORP NEW COM 03027X100 6,583 29,329 SH   SOLE   29,329 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,020 9,100 SH   SOLE   9,100 0 0
CORESITE RLTY CORP COM 21870Q105 4,064 32,442 SH   SOLE   32,442 0 0
CYRUSONE INC COM 23283R100 13,474 184,200 SH   SOLE   184,200 0 0
DIGITAL RLTY TR INC COM 253868103 3,041 21,800 SH   SOLE   21,800 0 0
DISH NETWORK CORPORATION CL A 25470M109 996 30,800 SH   SOLE   30,800 0 0
DISNEY WALT CO COM 254687106 14,676 81,000 SH   SOLE   81,000 0 0
FACEBOOK INC CL A 30303M102 9,888 36,200 SH   SOLE   36,200 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 4,111 43,900 SH   SOLE   43,900 0 0
GRAY TELEVISION INC COM 389375106 1,310 73,200 SH   SOLE   73,200 0 0
IHEARTMEDIA INC COM CL A 45174J509 5,298 408,200 SH   SOLE   408,200 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,425 145,600 SH   SOLE   145,600 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 4,947 59,442 SH   SOLE   59,442 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,928 24,800 SH   SOLE   24,800 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 4,194 97,100 SH   SOLE   97,100 0 0
NETFLIX INC COM 64110L106 7,624 14,100 SH   SOLE   14,100 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 2,031 18,600 SH   SOLE   18,600 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 4,433 74,800 SH   SOLE   74,800 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,110 25,200 SH   SOLE   25,200 0 0
SEAWORLD ENTMT INC COM 81282V100 1,232 39,000 SH   SOLE   39,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 4,850 217,080 SH   SOLE   217,080 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,079 90,300 SH   SOLE   90,300 0 0
T-MOBILE US INC COM 872590104 20,389 151,200 SH   SOLE   151,200 0 0
UNITI GROUP INC COM 91325V108 19,262 1,642,100 SH   SOLE   1,642,100 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 13,321 350,652 SH   SOLE   350,652 0 0