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
ACTIVISION BLIZZARD ORD COM 00507V109 49,729 747,474 SH   SOLE   747,474 0 0
BATH AND BODY WORKS ORD COM 070830104 70,107 1,004,547 SH   SOLE   1,004,547 0 0
BOOKING HOLDINGS ORD COM 09857L108 145,830 60,782 SH   SOLE   60,782 0 0
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 70,734 108,493 SH   SOLE   108,493 0 0
CMCS Jan2 55.0 C COM 20030N901 25,719 511,000 SH Call SOLE   511,000 0 0
CMCS Jan2 65.0 C COM 20030N901 21,642 430,000 SH Call SOLE   430,000 0 0
COMCAST CL A ORD COM 20030N101 181,589 3,607,959 SH   SOLE   3,607,959 0 0
LIBERTY BROADBAND SRS C ORD COM 530307305 44,574 276,683 SH   SOLE   276,683 0 0
MARSH & MCLENNAN ORD COM 571748102 48,099 276,715 SH   SOLE   276,715 0 0
SIX FLAGS ENTERTAINMENT ORD COM 83001A102 21,987 516,379 SH   SOLE   516,379 0 0
WAB Jan2 100.0 C COM 929740908 13,817 150,000 SH Call SOLE   150,000 0 0
WABTEC ORD COM 929740108 195,499 2,122,456 SH   SOLE   2,122,456 0 0