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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,499 110,000 SH   SOLE   110,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 11,685 452,362 SH   SOLE   452,362 0 0
DISH NETWORK CORP CL A 25470M109 20,120 320,582 SH   SOLE   320,582 0 0
KIRBY CORP COM 497266106 12,937 193,526 SH   SOLE   193,526 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 6,997 292,879 SH   SOLE   292,879 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 16,006 437,097 SH   SOLE   437,097 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 19,278 550,315 SH   SOLE   550,315 0 0
PAYPAL HLDGS INC COM 70450Y103 10,997 204,897 SH   SOLE   204,897 0 0
PRICELINE GRP INC COM NEW 741503403 15,209 8,131 SH   SOLE   8,131 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,976 73,948 SH   SOLE   73,948 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 18,360 352,676 SH   SOLE   352,676 0 0
SYMANTEC CORP COM 871503108 9,662 342,017 SH   SOLE   342,017 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 2,721 107,398 SH   SOLE   107,398 0 0
TEXTRON INC COM 883203101 3,555 75,474 SH   SOLE   75,474 0 0
TRANSDIGM GROUP INC COM 893641100 12,072 44,900 SH   SOLE   44,900 0 0
VIASAT INC COM 92552V100 15,305 231,200 SH   SOLE   231,200 0 0
YANDEX N V SHS CLASS A N97284108 12,405 472,755 SH   SOLE   472,755 0 0