The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALTABA INC | COM | 021346101 | 108,960 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 91,960 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 109,164 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 88,263 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 55,652 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 31,920 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 13,873 | 220,000 | SH | Put | SOLE | 0 | 0 | 220,000 | |
| CBS CORP NEW | CL B | 124857202 | 76,536 | 1,200,000 | SH | SOLE | 0 | 0 | 1,200,000 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 76,060 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 37,568 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 108,135 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 76,720 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 171,293 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 95,425 | 1,100,000 | SH | SOLE | 0 | 0 | 1,100,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 81,315 | 1,950,000 | SH | SOLE | 0 | 0 | 1,950,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 76,902 | 2,100,000 | SH | SOLE | 0 | 0 | 2,100,000 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 11,385 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 33,159 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 24,309 | 925,000 | SH | SOLE | 0 | 0 | 925,000 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 17,901 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 137,860 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 63,560 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 44,096 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 80,940 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 60,620 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 61,270 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 50,875 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 72,228 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||