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
BAIDU INC SPON ADR REP A 056752108 147,716 1,075,000 SH   SOLE   1,075,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 52,755 300,000 SH   SOLE   300,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 59,153 750,000 SH   SOLE   750,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 123,393 2,750,000 SH   SOLE   2,750,000 0 0
DOLLAR TREE INC COM 256746108 154,151 2,312,500 SH   SOLE   2,312,500 0 0
JD COM INC SPON ADR CL A 47215P106 45,605 1,750,000 SH   SOLE   1,750,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 64,410 1,500,000 SH Call SOLE   1,500,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 145,621 3,550,000 SH   SOLE   3,550,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 5,650 164,999 SH   SOLE   164,999 0 0
MSCI INC COM 55354G100 95,136 1,600,000 SH   SOLE   1,600,000 0 0
PRICELINE GRP INC COM NEW 741503403 115,956 93,750 SH   SOLE   93,750 0 0
SBA COMMUNICATIONS CORP COM 78388J106 96,885 925,000 SH   SOLE   925,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 232,032 4,800,000 SH   SOLE   4,800,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 36,255 750,000 SH Call SOLE   750,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 242,820 9,000,000 SH   SOLE   9,000,000 0 0
XPO LOGISTICS INC COM 983793100 43,185 1,812,222 SH   SOLE   1,812,222 0 0