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 34,453 1,985,785 SH   SOLE   1,985,785 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,665,309 13,849,812 SH   SOLE   13,849,812 0 0
COMCAST CORP NEW CL A 20030N101 3,563,723 91,565,333 SH   SOLE   91,565,333 0 0
MOODYS CORP COM 615369105 183,486 1,507,939 SH   SOLE   1,507,939 0 0
NORFOLK SOUTHERN CORP COM 655844108 34,441 283,000 SH   SOLE   283,000 0 0
S&P GLOBAL INC COM 78409V104 71,642 490,729 SH   SOLE   490,729 0 0
TIME WARNER INC COM NEW 887317303 20,534 204,500 SH   SOLE   204,500 0 0
UNION PAC CORP COM 907818108 21,782 200,000 SH   SOLE   200,000 0 0
ALTABA INC COM 021346101 4,681,137 85,923,952 SH   SOLE   85,923,952 0 0