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 6,227 370,000 SH   SOLE 370,000 0 0
CBRE GROUP INC CL A 12504L109 1,902 55,000 SH   SOLE 55,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 3,204 200,000 SH   SOLE 200,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,650 25,801 SH   SOLE 25,801 0 0
GRUBHUB INC COM 400110102 106,583 4,404,252 SH   SOLE 4,404,252 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 32,590 769,356 SH   SOLE 769,356 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 78,210 1,918,324 SH   SOLE 1,918,324 0 0
MARKIT LTD SHS G58249106 2,187 72,501 SH   SOLE 72,501 0 0
PAYPAL HLDGS INC COM 70450Y103 3,801 105,000 SH   SOLE 105,000 0 0
UBS GROUP AG SHS H42097107 4,358 225,000 SH   SOLE 225,000 0 0
VISA INC COM CL A 92826C839 4,731 61,000 SH   SOLE 61,000 0 0