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
WELLS FARGO CO NEW COM 949746101   37,681,651 765,576 SH   SOLE   765,576 0 0
SCHWAB CHARLES CORP COM 808513105   31,318,310 455,208 SH   SOLE   455,208 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   29,354,827 364,249 SH   SOLE   364,249 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   27,940,058 1,648,381 SH   SOLE   1,648,381 0 0
CARGURUS INC COM CL A 141788109   17,550,815 726,441 SH   SOLE   726,441 0 0
CROWN HLDGS INC COM 228368106   16,668,290 181,000 SH   SOLE   181,000 0 0
KRAFT HEINZ CO COM 500754106   15,342,854 414,896 SH   SOLE   414,896 0 0
ALTICE USA INC CL A 02156K103   12,756,520 3,925,083 SH   SOLE   3,925,083 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,454,971 24,100 SH   SOLE   24,100 0 0
AUTOLIV INC COM 052800109   8,862,912 80,433 SH   SOLE   80,433 0 0
S&P GLOBAL INC COM 78409V104   5,088,006 11,550 SH   SOLE   11,550 0 0
ISHARES INC MSCI WORLD ETF 464286392   4,981,732 37,451 SH   SOLE   37,451 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,636,401 23,100 SH   SOLE   23,100 0 0
PHILIP MORRIS INTL INC COM 718172109   2,352,000 25,000 SH   SOLE   25,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,852,060 4,765 SH   SOLE   4,765 0 0
DISNEY WALT CO COM 254687106   1,733,568 19,200 SH   SOLE   19,200 0 0
STATE STR CORP COM 857477103   1,440,756 18,600 SH   SOLE   18,600 0 0