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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
CHARTER COMMUNICATIONS INC N CL A 16119P108 33,596 100,000 SH   SOLE   100,000 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 163,130 5,113,803 SH   SOLE   5,113,803 0 0
PTC INC COM 69370C100 71,623 1,178,596 SH   SOLE   1,178,596 0 0
VISA INC COM CL A 92826C839 31,356 275,000 SH   SOLE   275,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 61,421 1,669,049 SH   SOLE   1,669,049 0 0