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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BATH & BODY WORKS INC | COM | 070830104 | 64,835 | 1,728,925 | SH | SOLE | 1,728,925 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830904 | 11,250 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 55,894 | 20,699 | SH | SOLE | 20,699 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 152,266 | 414,477 | SH | SOLE | 414,477 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM | 530307305 | 62,321 | 777,939 | SH | SOLE | 777,939 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 7,104 | 126,833 | SH | SOLE | 126,833 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 172,991 | 1,577,375 | SH | SOLE | 1,577,375 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM | 934550203 | 14,731 | 564,623 | SH | SOLE | 564,623 | 0 | 0 | |||