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
ACTIVISION BLIZZARD INC COM 00507V109 1,443 27,265 SH   SOLE   27,265 0 0
ACTIVISION BLIZZARD INC COM 00507V109 7,869 148,689 SH   SOLE 2 148,689 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,335 157,497 SH   SOLE 1 157,497 0 0
AIR PRODS & CHEMS INC COM 009158106 4,192 18,896 SH   SOLE   18,896 0 0
AIR PRODS & CHEMS INC COM 009158106 22,877 103,113 SH   SOLE 2 103,113 0 0
AIR PRODS & CHEMS INC COM 009158106 24,232 109,221 SH   SOLE 1 109,221 0 0
CERNER CORP COM 156782104 12,619 185,115 SH   SOLE 1 185,115 0 0
CERNER CORP COM 156782104 1,982 29,076 SH   SOLE   29,076 0 0
CERNER CORP COM 156782104 10,809 158,565 SH   SOLE 2 158,565 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,755 4,258 SH   SOLE   4,258 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,576 23,237 SH   SOLE 2 23,237 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,144 24,614 SH   SOLE 1 24,614 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,461 387,908 SH   SOLE 1 387,908 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,232 67,111 SH   SOLE   67,111 0 0
CHENIERE ENERGY INC COM NEW 16411R208 23,093 366,214 SH   SOLE 2 366,214 0 0
COMCAST CORP NEW CL A 20030N101 2,503 55,532 SH   SOLE   55,532 0 0
COMCAST CORP NEW CL A 20030N101 13,661 303,029 SH   SOLE 2 303,029 0 0
COMCAST CORP NEW CL A 20030N101 14,470 320,980 SH   SOLE 1 320,980 0 0
COMMVAULT SYSTEMS INC COM 204166102 3,170 70,898 SH   SOLE 1 70,898 0 0
COMMVAULT SYSTEMS INC COM 204166102 549 12,276 SH   SOLE   12,276 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,993 66,933 SH   SOLE 2 66,933 0 0
COVETRUS INC COM 22304C100 2,578 216,842 SH   SOLE   216,842 0 0
COVETRUS INC COM 22304C100 14,069 1,183,270 SH   SOLE 2 1,183,270 0 0
COVETRUS INC COM 22304C100 14,903 1,253,365 SH   SOLE 1 1,253,365 0 0
FOX CORP CL B COM 35137L204 3,839 121,709 SH   SOLE 1 121,709 0 0
FOX CORP CL B COM 35137L204 665 21,074 SH   SOLE   21,074 0 0
FOX CORP CL B COM 35137L204 3,624 114,902 SH   SOLE 2 114,902 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 1,756 329,421 SH   SOLE   329,421 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 9,575 1,796,511 SH   SOLE 2 1,796,511 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 10,143 1,902,933 SH   SOLE 1 1,902,933 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 2,309 22,092 SH   SOLE   22,092 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 12,600 120,555 SH   SOLE 2 120,555 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 13,347 127,696 SH   SOLE 1 127,696 0 0
PERSPECTA INC COM 715347100 22,951 878,679 SH   SOLE 2 878,679 0 0
PERSPECTA INC COM 715347100 4,208 161,088 SH   SOLE   161,088 0 0
PERSPECTA INC COM 715347100 24,311 930,730 SH   SOLE 1 930,730 0 0
POST HLDGS INC COM 737446104 3,429 32,395 SH   SOLE   32,395 0 0
POST HLDGS INC COM 737446104 21,830 206,251 SH   SOLE 1 206,251 0 0
POST HLDGS INC COM 737446104 18,699 176,670 SH   SOLE 2 176,670 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 32,128 2,238,866 SH   SOLE 1 2,238,866 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,345 372,480 SH   SOLE   372,480 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 29,163 2,032,242 SH   SOLE 2 2,032,242 0 0
VALVOLINE INC COM 92047W101 2,117 96,089 SH   SOLE   96,089 0 0
VALVOLINE INC COM 92047W101 11,544 524,026 SH   SOLE 2 524,026 0 0
VALVOLINE INC COM 92047W101 12,228 555,068 SH   SOLE 1 555,068 0 0
ZAYO GROUP HLDGS INC COM 98919V105 13,898 409,965 SH   SOLE 1 409,965 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,412 71,149 SH   SOLE   71,149 0 0
ZAYO GROUP HLDGS INC COM 98919V105 13,148 387,859 SH   SOLE 2 387,859 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,889 21,047 SH   SOLE   21,047 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 15,765 114,850 SH   SOLE 2 114,850 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 16,699 121,654 SH   SOLE 1 121,654 0 0