The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 269,181 | 3,145 | SH | SOLE | 3,145 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 8,467,441 | 41,438 | SH | SOLE | 41,438 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 8,147,428 | 423,243 | SH | SOLE | 423,243 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,491,092 | 23,744 | SH | SOLE | 23,744 | 0 | 0 | ||
CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 4,339,350 | 620,794 | SH | SOLE | 620,794 | 0 | 0 | ||
CINEMARK HLDGS INC | COM | 17243V102 | 4,649,414 | 314,362 | SH | SOLE | 314,362 | 0 | 0 | ||
COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 2,076,762 | 32,592 | SH | SOLE | 32,592 | 0 | 0 | ||
DIGITAL RLTY TR INC | COM | 253868103 | 6,461,326 | 65,724 | SH | SOLE | 65,724 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 6,411,024 | 64,027 | SH | SOLE | 64,027 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 2,693,842 | 28,765 | SH | SOLE | 28,765 | 0 | 0 | ||
FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 4,141,521 | 181,885 | SH | SOLE | 181,885 | 0 | 0 | ||
GRAY TELEVISION INC | COM | 389375106 | 590,274 | 67,692 | SH | SOLE | 67,692 | 0 | 0 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 2,470,779 | 24,735 | SH | SOLE | 24,735 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 4,189,821 | 51,283 | SH | SOLE | 51,283 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 6,851,067 | 243,897 | SH | SOLE | 243,897 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 14,485,251 | 68,346 | SH | SOLE | 68,346 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 6,195,147 | 17,932 | SH | SOLE | 17,932 | 0 | 0 | ||
OMNICOM GROUP INC | COM | 681919106 | 5,708,513 | 60,510 | SH | SOLE | 60,510 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 3,414,858 | 153,064 | SH | SOLE | 153,064 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 2,158,557 | 79,155 | SH | SOLE | 79,155 | 0 | 0 | ||
ROGERS COMMUNICATIONS INC | CL B | 775109200 | 6,861,486 | 148,200 | SH | SOLE | 148,200 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 7,301,084 | 27,966 | SH | SOLE | 27,966 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 4,856,059 | 79,205 | SH | SOLE | 79,205 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 1,237,682 | 72,126 | SH | SOLE | 72,126 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,601,849 | 19,472 | SH | SOLE | 19,472 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 5,019,430 | 34,655 | SH | SOLE | 34,655 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 256,376 | 2,149 | SH | SOLE | 2,149 | 0 | 0 | ||
TEGNA INC | COM | 87901J105 | 1,053,950 | 62,327 | SH | SOLE | 62,327 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 4,076,584 | 66,928 | SH | SOLE | 66,928 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 13,980,996 | 418,969 | SH | SOLE | 418,969 | 0 | 0 |