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 |
| BATH AND BODY WORKS ORD | COM | 070830104 | 62,844 | 1,927,717 | SH | SOLE | 1,927,717 | 0 | 0 | ||
| BOOKING HOLDINGS ORD | COM | 09857L108 | 84,239 | 51,265 | SH | SOLE | 51,265 | 0 | 0 | ||
| CHARTER COMMUNICATIONS CL A ORD | COM | 16119P108 | 142,926 | 471,158 | SH | SOLE | 471,158 | 0 | 0 | ||
| COMCAST CL A ORD | COM | 20030N101 | 77,270 | 2,634,518 | SH | SOLE | 2,634,518 | 0 | 0 | ||
| LIBERTY BROADBAND SRS C ORD | COM | 530307305 | 15,006 | 203,329 | SH | SOLE | 203,329 | 0 | 0 | ||
| SEAWORLD ENTERTAINMENT ORD | COM | 81282V100 | 11,507 | 252,848 | SH | SOLE | 252,848 | 0 | 0 | ||
| WABTEC ORD | COM | 929740108 | 144,606 | 1,777,583 | SH | SOLE | 1,777,583 | 0 | 0 | ||