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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   361,394 4,287 SH   SOLE   4,287 0 0
AMERICAN TOWER CORP NEW COM 03027X100   7,829,746 40,372 SH   SOLE   40,372 0 0
CABLE ONE INC COM 12685J105   5,370,315 8,173 SH   SOLE   8,173 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107   5,303,441 740,704 SH   SOLE   740,704 0 0
CINEMARK HLDGS INC COM 17243V102   4,773,137 289,281 SH   SOLE   289,281 0 0
COMCAST CORP NEW CL A 20030N101   4,970,502 119,627 SH   SOLE   119,627 0 0
EQUINIX INC COM 29444U700   5,140,295 6,557 SH   SOLE   6,557 0 0
FOX CORP CL A COM 35137L105   3,841,728 112,992 SH   SOLE   112,992 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   5,946,812 319,035 SH   SOLE   319,035 0 0
GRAY TELEVISION INC COM 389375106   2,436,646 309,219 SH   SOLE   309,219 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   3,083,301 31,066 SH   SOLE   31,066 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   18,746,814 571,375 SH   SOLE   571,375 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   2,389,161 31,737 SH   SOLE   31,737 0 0
META PLATFORMS INC CL A 30303M102   7,742,720 26,980 SH   SOLE   26,980 0 0
OMNICOM GROUP INC COM 681919106   3,387,625 35,603 SH   SOLE   35,603 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   4,063,573 255,410 SH   SOLE   255,410 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   14,959,465 327,690 SH   SOLE   327,690 0 0
ROKU INC COM CL A 77543R102   4,059,413 63,468 SH   SOLE   63,468 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   2,651,753 102,069 SH   SOLE   102,069 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,743,837 35,776 SH   SOLE   35,776 0 0
T-MOBILE US INC COM 872590104   21,000,430 151,191 SH   SOLE   151,191 0 0
TEGNA INC COM 87901J105   7,712,506 474,908 SH   SOLE   474,908 0 0
THE TRADE DESK INC COM CL A 88339J105   6,768,874 87,657 SH   SOLE   87,657 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,880,818 158,129 SH   SOLE   158,129 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   19,408,534 743,907 SH   SOLE   743,907 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   6,598,881 60,836 SH   SOLE   60,836 0 0