The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,569 | 11,765 | SH | SOLE | 11,765 | 0 | 0 | ||
| CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 2,791 | 345,388 | SH | SOLE | 345,388 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 2,963 | 101,016 | SH | SOLE | 101,016 | 0 | 0 | ||
| CROWN CASTLE INC | COM | 22822V101 | 4,929 | 34,098 | SH | SOLE | 34,098 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 9,101 | 15,999 | SH | SOLE | 15,999 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 2,706 | 115,499 | SH | SOLE | 115,499 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 1,037 | 12,576 | SH | SOLE | 12,576 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,908 | 51,389 | SH | SOLE | 51,389 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,175 | 38,141 | SH | SOLE | 38,141 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,716 | 11,534 | SH | SOLE | 11,534 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 5,177 | 82,064 | SH | SOLE | 82,064 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 2,440 | 104,706 | SH | SOLE | 104,706 | 0 | 0 | ||
| ROGERS COMMUNICATIONS INC | CL B | 775109200 | 12,091 | 313,893 | SH | SOLE | 313,893 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,289 | 22,859 | SH | SOLE | 22,859 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 14,215 | 49,938 | SH | SOLE | 49,938 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 2,424 | 53,268 | SH | SOLE | 53,268 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 1,835 | 101,413 | SH | SOLE | 101,413 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 10,223 | 76,191 | SH | SOLE | 76,191 | 0 | 0 | ||
| TELUS CORPORATION | COM | 87971M103 | 3,720 | 187,346 | SH | SOLE | 187,346 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 4,654 | 122,565 | SH | SOLE | 122,565 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 5,647 | 491,083 | SH | SOLE | 491,083 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 3,125 | 134,628 | SH | SOLE | 134,628 | 0 | 0 | ||