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Instuitional Investor - Triple Frond Partners Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. MCO 1,034,075 $143,954 17.45%
Charter Communications Inc N
390,629 $141,962 17.21%
3. TDG 479,998 $122,711 14.88%
Sba Communications Corp New
824,676 $118,795 14.4%
5. SCHW 2,500,000 $109,350 13.26%