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
Estimated average burden
hours per response: 23.8
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
ADVANCED DRAIN SYS INC DEL COM 00790R104 97,291 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 169,099 116,834 SH   DFND 1,2 116,834 0 0
BOOKING HLDGS INC COM 09857L108 78,699 37,829 SH   DFND 1,2 37,829 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 126,836 407,545 SH   DFND 1,2 407,545 0 0
EQUINIX INC COM PAR $0.001 29444U700 26,603 63,622 SH   DFND 1,2 63,622 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 22,208 274,753 SH   DFND 1,2 274,753 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 90,962 1,061,521 SH   DFND 1,2 1,061,521 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 19,984 638,270 SH   DFND 1,2 638,270 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 128,914 4,236,407 SH   DFND 1,2 4,236,407 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 108,239 3,508,549 SH   DFND 1,2 3,508,549 0 0
MPLX LP COM UNIT REP LTD 55336V100 191,205 5,787,085 SH   DFND 1,2 5,787,085 0 0
REALPAGE INC COM 75606N109 164,089 3,186,199 SH   DFND 1,2 3,186,199 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 197,015 1,152,674 SH   DFND 1,2 1,152,674 0 0
TRANSDIGM GROUP INC COM 893641100 553,363 1,802,838 SH   DFND 1,2 1,802,838 0 0
TYLER TECHNOLOGIES INC COM 902252105 166,367 788,621 SH   DFND 1,2 788,621 0 0
VISA INC COM CL A 92826C839 172,169 1,439,298 SH   DFND 1,2 1,439,298 0 0