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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BANK AMER CORP COM 060505104 5,205 385,000 SH   SOLE 385,000 0 0
CBRE GROUP INC CL A 12504L109 2,507 87,000 SH   SOLE 87,000 0 0
GRUBHUB INC COM 400110102 144,886 5,765,452 SH   SOLE 5,765,452 0 0
IHS INC CL A 451734107 2,483 20,000 SH   SOLE 20,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 29,620 769,356 SH   SOLE 769,356 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 72,052 1,918,324 SH   SOLE 1,918,324 0 0
PAYPAL HLDGS INC COM 70450Y103 5,145 133,300 SH   SOLE 133,300 0 0
VANTIV INC CL A 92210H105 2,586 48,000 SH   SOLE 48,000 0 0
VISA INC COM CL A 92826C839 6,271 82,000 SH   SOLE 82,000 0 0