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 121,220 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 328,120 189,019 SH   DFND 1,2 189,019 0 0
BOOKING HLDGS INC COM 09857L108 308,666 157,273 SH   DFND 1,2 157,273 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 154,168 374,086 SH   DFND 1,2 374,086 0 0
EQUINIX INC COM 29444U700 67,543 117,099 SH   DFND 1,2 117,099 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 261,551 2,481,984 SH   DFND 1,2 2,481,984 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 200,501 1,915,549 SH   DFND 1,2 1,915,549 0 0
MPLX LP COM UNIT REP LTD 55336V100 287,521 10,264,932 SH   DFND 1,2 10,264,932 0 0
REALPAGE INC COM 75606N109 189,786 3,019,190 SH   DFND 1,2 3,019,190 0 0
TRANSDIGM GROUP INC COM 893641100 600,150 1,152,650 SH   DFND 1,2 1,152,650 0 0