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 |
|
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 |
BATH & BODY WORKS INC | COM | 070830104 | 66,928 | 1,980,112 | SH | SOLE | 1,980,112 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 49,994 | 16,211 | SH | SOLE | 16,211 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | COM | 16119P108 | 154,340 | 350,917 | SH | SOLE | 350,917 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 65,920 | 2,143,732 | SH | SOLE | 2,143,732 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM | 530307305 | 76,600 | 838,807 | SH | SOLE | 838,807 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 10,811 | 249,441 | SH | SOLE | 249,441 | 0 | 0 | ||
WABTEC | COM | 929740108 | 173,246 | 1,630,240 | SH | SOLE | 1,630,240 | 0 | 0 |