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

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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
AMBAC FINL GROUP INC COM NEW 023139884 33,043 1,985,785 SH   SOLE   1,985,785 0 0
AMERICAN EXPRESS CO COM 025816109 104,616 1,346,069 SH   SOLE   1,346,069 0 0
COMCAST CORP NEW CL A 20030N101 808,652 13,446,161 SH   SOLE   13,446,161 0 0
MOODYS CORP COM 615369105 420,407 3,894,104 SH   SOLE   3,894,104 0 0
TIME WARNER CABLE INC COM 88732J207 2,957,584 16,599,787 SH   SOLE   16,599,787 0 0