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
ARDAGH GROUP S A CL A L0223L101 21,899 1,022,851 SH   SOLE   1,022,851 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 514,452 1,415,585 SH   SOLE   1,415,585 0 0
COMCAST CORP NEW CL A 20030N101 94,823 2,464,208 SH   SOLE   2,464,208 0 0
CSX CORP COM 126408103 264,610 4,876,700 SH   SOLE   4,876,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 213,305 1,481,902 SH   SOLE   1,481,902 0 0
GODADDY INC CL A 380237107 149,698 3,440,532 SH   SOLE   3,440,532 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 151,016 2,174,461 SH   SOLE   2,174,461 0 0
IHS MARKIT LTD SHS G47567105 187,839 4,261,311 SH   SOLE   4,261,311 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 36,298 630,716 SH   SOLE   630,716 0 0
NRG ENERGY INC COM NEW 629377508 262,061 10,240,752 SH   SOLE   10,240,752 0 0
ORACLE CORP COM 68389X105 187,142 3,870,569 SH   SOLE   3,870,569 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 408,623 4,298,122 SH   SOLE   4,298,122 0 0
SEALED AIR CORP NEW COM 81211K100 96,650 2,262,413 SH   SOLE   2,262,413 0 0
SIRIUS XM HLDGS INC COM 82968B103 253,296 45,887,024 SH   SOLE   45,887,024 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 81,586 770,261 SH   SOLE   770,261 0 0
TIFFANY & CO NEW COM 886547108 18,955 206,527 SH   SOLE   206,527 0 0