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
ALPHABET INC CAP STK CL C 02079K107 467,544 487,477 SH   SOLE   487,477 0 0
AMBAC FINL GROUP INC COM NEW 023139884 34,275 1,985,785 SH   SOLE   1,985,785 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,266,993 11,741,217 SH   SOLE   11,741,217 0 0
COMCAST CORP NEW CL A 20030N101 3,537,935 91,942,165 SH   SOLE   91,942,165 0 0
EQUIFAX INC COM 294429105 5,300 50,000 SH   SOLE   50,000 0 0
MOODYS CORP COM 615369105 231,106 1,660,123 SH   SOLE   1,660,123 0 0
NORFOLK SOUTHERN CORP COM 655844108 67,244 508,500 SH   SOLE   508,500 0 0
S&P GLOBAL INC COM 78409V104 65,122 416,619 SH   SOLE   416,619 0 0
TIME WARNER INC COM NEW 887317303 20,951 204,500 SH   SOLE   204,500 0 0
UNION PAC CORP COM 907818108 67,089 578,500 SH   SOLE   578,500 0 0
ALTABA INC COM 021346101 5,691,603 85,923,952 SH   SOLE   85,923,952 0 0