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
CHARTER COMMUNICATIONS INC N CL A 16119P108 22,430 78,711 SH   SOLE   78,711 0 0
COTT CORP QUE COM 22163N106 13,248 950,346 SH   SOLE   950,346 0 0
GODADDY INC CL A 380237107 29,883 455,391 SH   SOLE   455,391 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 31,953 277,759 SH   SOLE   277,759 0 0
NEW YORK TIMES CO CL A 650111107 10,506 471,322 SH   SOLE   471,322 0 0
SHERWIN WILLIAMS CO COM 824348106 23,253 59,100 SH   SOLE   59,100 0 0
THOMSON REUTERS CORP COM NEW 884903709 23,766 491,944 SH   SOLE   491,944 0 0
TRANSDIGM GROUP INC COM 893641100 40,069 117,828 SH   SOLE   117,828 0 0
US FOODS HLDG CORP COM 912008109 6,572 207,699 SH   SOLE   207,699 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,179 95,400 SH   SOLE   95,400 0 0