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
WELLS FARGO CO NEW COM 949746101 40,192,127 431,246 SH SOLE 431,246 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 22,247,546 1,778,381 SH SOLE 1,778,381 0 0
SCHWAB CHARLES CORP COM 808513105 52,400,597 524,478 SH SOLE 524,478 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,519,571 360,485 SH SOLE 360,485 0 0
CROWN HLDGS INC COM 228368106 36,317,519 352,700 SH SOLE 352,700 0 0
KRAFT HEINZ CO COM 500754106 2,579,715 106,380 SH SOLE 106,380 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,047,104 16,200 SH SOLE 16,200 0 0
OPTIMUM COMMUNICATIONS INC CL A 02156K103 6,417,946 3,889,664 SH SOLE 3,889,664 0 0
S&P GLOBAL INC COM 78409V104 5,863,460 11,220 SH SOLE 11,220 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,686,296 23,100 SH SOLE 23,100 0 0
ISHARES INC MSCI WORLD ETF 464286392 4,407,393 23,725 SH SOLE 23,725 0 0
DISNEY WALT CO COM 254687106 1,587,205 13,951 SH SOLE 13,951 0 0
PHILIP MORRIS INTL INC COM 718172109 3,616,539 22,547 SH SOLE 22,547 0 0
STATE STR CORP COM 857477103 1,199,793 9,300 SH SOLE 9,300 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,595,484 98,661 SH SOLE 98,661 0 0
CARMAX INC COM 143130102 15,857,856 410,400 SH SOLE 410,400 0 0