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
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 56,154 277,400 SH   DFND 2 277,400 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 700,324 3,459,584 SH   DFND 1 3,459,584 0 0
EQUINIX INC COM PAR $0.001 29444U700 650,906 1,968,208 SH   DFND 1 1,968,208 0 0
EQUINIX INC COM PAR $0.001 29444U700 51,912 156,972 SH   DFND 2 156,972 0 0
LAREDO PETROLEUM INC COM 516806106 123,083 15,521,205 SH   DFND 1 15,521,205 0 0
LAREDO PETROLEUM INC COM 516806106 10,698 1,349,000 SH   DFND 2 1,349,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 506 14,442 SH   DFND 2 14,442 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 1,575 41,588 SH   DFND 2 41,588 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 29,075 767,560 SH   DFND 1 767,560 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,121 288,859 SH   DFND 2 288,859 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 729,995 19,435,432 SH   DFND 1 19,435,432 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 47,666 1,269,075 SH   DFND 2 1,269,075 0 0
LPL FINL HLDGS INC COM 50212V100 198,090 7,987,516 SH   DFND 1 7,987,516 0 0
LPL FINL HLDGS INC COM 50212V100 16,023 646,100 SH   DFND 2 646,100 0 0
MONSANTO CO NEW COM 61166W101 292,464 3,333,308 SH   DFND 1 3,333,308 0 0
MONSANTO CO NEW COM 61166W101 26,129 297,800 SH   DFND 2 297,800 0 0
OASIS PETE INC NEW COM 674215108 9,525 1,308,400 SH   DFND 2 1,308,400 0 0
OASIS PETE INC NEW COM 674215108 135,442 18,604,626 SH   DFND 1 18,604,626 0 0
PIONEER NAT RES CO COM 723787107 61,004 433,450 SH   DFND 2 433,450 0 0
PIONEER NAT RES CO COM 723787107 949,996 6,750,009 SH   DFND 1 6,750,009 0 0
QUALCOMM INC COM 747525103 438,061 8,565,919 SH   DFND 1 8,565,919 0 0
QUALCOMM INC COM 747525103 37,271 728,800 SH   DFND 2 728,800 0 0
RANGE RES CORP COM 75281A109 153,458 4,739,296 SH   DFND 1 4,739,296 0 0
RANGE RES CORP COM 75281A109 10,786 333,100 SH   DFND 2 333,100 0 0
RESOLUTE ENERGY CORP COM 76116A108 7,221 14,159,456 SH   DFND 1 14,159,456 0 0
RESOLUTE ENERGY CORP COM 76116A108 303 594,900 SH   DFND 2 594,900 0 0
SBA COMMUNICATIONS CORP COM 78388J106 172,244 1,719,521 SH   DFND 1 1,719,521 0 0
SBA COMMUNICATIONS CORP COM 78388J106 13,723 137,000 SH   DFND 2 137,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 31,831 1,136,000 SH   DFND 2 1,136,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 397,204 14,175,724 SH   DFND 1 14,175,724 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 70,116 2,514,924 SH   DFND 1 2,514,924 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 5,768 206,900 SH   DFND 2 206,900 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 17,571 623,077 SH   DFND 1 623,077 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,433 50,800 SH   DFND 2 50,800 0 0
ZAYO GROUP HLDGS INC COM 98919V105 87 3,600 SH   DFND 2 3,600 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,115 46,000 SH   DFND 1 46,000 0 0