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
ALTICE USA CL A ORD COM 02156K103 12,364 548,552 SH   SOLE NONE 548,552 0 0
AON CL A ORD COM GO403H108 27,112 140,769 SH   SOLE NONE 140,769 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 71,697 140,571 SH   SOLE NONE 140,571 0 0
COMCAST CL A ORD COM 20030N101 220,176 5,648,446 SH   SOLE NONE 5,648,446 0 0
FOX CL A ORD COM 35137L105 83,871 3,127,184 SH   SOLE NONE 3,127,184 0 0
FOX CORPORATION ORD COM 35137L204 16,281 606,593 SH   SOLE NONE 606,593 0 0
LIBERTY BROADBAND SRS C ORD COM 530307107 8,827 71,208 SH   SOLE NONE 71,208 0 0
MARSH & MCLENNAN COM 571748102 25,114 234,085 SH   SOLE NONE 234,085 0 0
MICROSOFT ORD COM 594918104 73,308 360,219 SH   SOLE NONE 360,219 0 0
WABTEC ORD COM 929740108 164,847 2,863,424 SH   SOLE NONE 2,863,424 0 0