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
ACTIVISION BLIZZARD ORD COM 00507V109 77,133 996,673 SH   SOLE   996,673 0 0
BATH AND BODY WORKS ORD COM 070830104 73,521 1,166,448 SH   SOLE   1,166,448 0 0
BOOKING HOLDINGS ORD COM 09857L108 75,577 31,837 SH   SOLE   31,837 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 52,630 72,337 SH   SOLE   72,337 0 0
COMCAST CL A ORD COM 20030N901 27,965 500,000 SH Call SOLE   500,000 0 0
COMCAST CL A ORD COM 20030N101 147,345 2,634,451 SH   SOLE   2,634,451 0 0
LIBERTY BROADBAND SRS C ORD COM 530307305 54,420 315,114 SH   SOLE   315,114 0 0
MARSH & MCLENNAN ORD COM 571748102 78,245 516,708 SH   SOLE   516,708 0 0
MICROSOFT ORD COM 594918104 31,881 113,085 SH   SOLE   113,085 0 0
WABTEC ORD COM 929740108 255,997 2,969,462 SH   SOLE   2,969,462 0 0