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 37,452 1,985,785 SH   SOLE   1,985,785 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 4,150,167 12,679,234 SH   SOLE   12,679,234 0 0
COMCAST CORP NEW CLA 20030N101 3,414,985 90,848,233 SH   SOLE   90,848,233 0 0
MOODYS CORP COM 615369105 74,682 666,569 SH   SOLE   666,569 0 0
S&P GLOBAL INC COM NEW 78409V104 23,916 182,929 SH   SOLE   182,929 0 0
TIME WARNER INC COM NEW 887317303 5,081 52,000 SH   SOLE   52,000 0 0
YAHOO INC COM 984332106 4,001,669 86,224,273 SH   SOLE   86,224,273 0 0