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 N CL A 16119P108 46,684 142,625 SH   DFND 2 142,625 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 594,333 1,815,755 SH   DFND 1 1,815,755 0 0
EQUINIX INC COM PAR $0.001 29444U700 261,129 652,218 SH   DFND 1 652,218 0 0
EQUINIX INC COM PAR $0.001 29444U700 20,047 50,072 SH   DFND 2 50,072 0 0
LAREDO PETROLEUM INC COM 516806106 190,073 13,018,705 SH   DFND 1 13,018,705 0 0
LAREDO PETROLEUM INC COM 516806106 15,188 1,040,300 SH   DFND 2 1,040,300 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 24,761 690,300 SH   DFND 1 690,300 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 12,295 342,759 SH   DFND 2 342,759 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 976,230 27,860,432 SH   DFND 1 27,860,432 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 64,697 1,846,375 SH   DFND 2 1,846,375 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 1,123 50,482 SH   DFND 2 50,482 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 145,907 6,332,774 SH   DFND 1 6,332,774 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 11,563 501,860 SH   DFND 2 501,860 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 24,718 723,800 SH   DFND 2 723,800 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 313,927 9,192,600 SH   DFND 1 9,192,600 0 0
LPL FINL HLDGS INC COM 50212V100 25,734 646,100 SH   DFND 2 646,100 0 0
LPL FINL HLDGS INC COM 50212V100 318,143 7,987,526 SH   DFND 1 7,987,526 0 0
OASIS PETE INC NEW COM 674215108 175,314 12,294,126 SH   DFND 1 12,294,126 0 0
OASIS PETE INC NEW COM 674215108 13,808 968,300 SH   DFND 2 968,300 0 0
PIONEER NAT RES CO COM 723787107 627,762 3,370,896 SH   DFND 1 3,370,896 0 0
PIONEER NAT RES CO COM 723787107 49,453 265,550 SH   DFND 2 265,550 0 0
QUALCOMM INC COM 747525103 209,364 3,651,269 SH   DFND 1 3,651,269 0 0
QUALCOMM INC COM 747525103 16,566 288,900 SH   DFND 2 288,900 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 286,760 2,382,321 SH   DFND 1 2,382,321 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 22,545 187,300 SH   DFND 2 187,300 0 0
SCHWAB CHARLES CORP NEW COM 808513105 628,585 15,402,724 SH   DFND 1 15,402,724 0 0
SCHWAB CHARLES CORP NEW COM 808513105 49,470 1,212,200 SH   DFND 2 1,212,200 0 0
ZAYO GROUP HLDGS INC COM 98919V105 30,192 917,700 SH   DFND 2 917,700 0 0
ZAYO GROUP HLDGS INC COM 98919V105 383,730 11,663,541 SH   DFND 1 11,663,541 0 0