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
ALPHABET INC CAP STK CL C 02079K107 2,007,547 1,918,527 SH   SOLE   1,918,527 0 0
AMBAC FINL GROUP INC COM NEW 023139884 31,733 1,985,785 SH   SOLE   1,985,785 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,335,355 9,927,834 SH   SOLE   9,927,834 0 0
COMCAST CORP NEW CL A 20030N101 2,837,966 70,860,571 SH   SOLE   70,860,571 0 0
EQUIFAX INC COM 294429105 5,896 50,000 SH   SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 406,191 385,600 SH   SOLE   385,600 0 0
MICROSOFT CORP COM 594918104 689,910 8,065,349 SH   SOLE   8,065,349 0 0
MOODYS CORP COM 615369105 245,051 1,660,123 SH   SOLE   1,660,123 0 0
NORFOLK SOUTHERN CORP COM 655844108 85,998 593,500 SH   SOLE   593,500 0 0
S&P GLOBAL INC COM 78409V104 70,575 416,619 SH   SOLE   416,619 0 0
TIME WARNER INC COM NEW 887317303 28,950 316,500 SH   SOLE   316,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 256,051 7,415,330 SH   SOLE   7,415,330 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 39,583 1,160,100 SH   SOLE   1,160,100 0 0
UNION PAC CORP COM 907818108 86,186 642,700 SH   SOLE   642,700 0 0
ALTABA INC COM 021346101 6,001,788 85,923,952 SH   SOLE   85,923,952 0 0