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
ALPHABET INC CAP STK CL C 02079K107 636,112 700,000 SH Call SOLE   700,000 0 0
ALTABA INC COM 021346101 108,960 2,000,000 SH   SOLE   2,000,000 0 0
AUTODESK INC COM 052769106 120,984 1,200,000 SH   SOLE   1,200,000 0 0
BANK AMER CORP COM 060505104 48,520 2,000,000 SH Call SOLE   2,000,000 0 0
BANK AMER CORP COM 060505104 181,950 7,500,000 SH   SOLE   7,500,000 0 0
CARTER INC COM 146229109 142,320 1,600,000 SH   SOLE   1,600,000 0 0
FACEBOOK INC CL A 30303M102 109,461 725,000 SH   SOLE   725,000 0 0
GRAY TELEVISION INC COM 389375106 26,167 1,910,000 SH   SOLE   1,910,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 109,130 3,500,000 SH   SOLE   3,500,000 0 0
MSCI INC COM 55354G100 169,934 1,650,000 SH   SOLE   1,650,000 0 0
NEW YORK TIMES CO CL A 650111107 54,329 3,069,408 SH   SOLE   3,069,408 0 0
PRICELINE GRP INC COM NEW 741503403 18,705 10,000 SH Call SOLE   10,000 0 0
PRICELINE GRP INC COM NEW 741503403 122,893 65,700 SH   SOLE   65,700 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 376,610 6,500,000 SH   SOLE   6,500,000 0 0
TRANSDIGM GROUP INC COM 893641100 71,519 266,000 SH   SOLE   266,000 0 0