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
Expires: July 31, 2015
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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
WELLS FARGO CO NEW COM 949746101 34,551,430 431,246 SH SOLE 431,246 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 30,214,693 1,778,381 SH SOLE 1,778,381 0 0
SCHWAB CHARLES CORP COM 808513105 50,791,301 556,678 SH SOLE 556,678 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 35,464,514 360,485 SH SOLE 360,485 0 0
CROWN HLDGS INC COM 228368106 28,515,162 276,900 SH SOLE 276,900 0 0
CARGURUS INC COM CL A 141788109 10,837,586 323,800 SH SOLE 323,800 0 0
KRAFT HEINZ CO COM 500754106 9,967,966 386,056 SH SOLE 386,056 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 14,890,185 24,100 SH SOLE 24,100 0 0
ALTICE USA INC CL A 02156K103 8,323,881 3,889,664 SH SOLE 3,889,664 0 0
AUTOLIV INC COM 052800109 19,776,423 176,733 SH SOLE 176,733 0 0
S&P GLOBAL INC COM 78409V104 5,916,194 11,220 SH SOLE 11,220 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,984,749 23,100 SH SOLE 23,100 0 0
ISHARES INC MSCI WORLD ETF 464286392 4,018,541 23,725 SH SOLE 23,725 0 0
DISNEY WALT CO COM 254687106 1,730,064 13,951 SH SOLE 13,951 0 0
PHILIP MORRIS INTL INC COM 718172109 4,106,485 22,547 SH SOLE 22,547 0 0
STATE STR CORP COM 857477103 988,962 9,300 SH SOLE 9,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,629,215 38,231 SH SOLE 38,231 0 0
CARMAX INC COM 143130102 29,511,911 439,100 SH SOLE 439,100 0 0