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
BATH AND BODY WORKS ORD COM 070830104   84,976 2,016,508 SH   SOLE   2,016,508 0 0
BOOKING HOLDINGS ORD COM 09857L108   92,372 45,836 SH   SOLE   45,836 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108   184,788 544,937 SH   SOLE   544,937 0 0
COMCAST CL A ORD COM 20030N101   32,161 919,662 SH   SOLE   919,662 0 0
LIBERTY BROADBAND SRS C ORD COM 530307305   44,022 577,184 SH   SOLE   577,184 0 0
WABTEC ORD COM 929740108   169,783 1,701,067 SH   SOLE   1,701,067 0 0