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 COMMON 00790R104 120,212 4,083,303 SH   DFND 1,2 4,083,303 0 0
AMAZON COM INC COMMON 023135106 370,484 190,019 SH   DFND 1,2 190,019 0 0
AUTODESK INC COMMON 052769106 42,546 272,558 SH   DFND 1,2 272,558 0 0
BOOKING HLDGS INC COMMON 09857L108 217,040 161,330 SH   DFND 1,2 161,330 0 0
CHARTER COMMUNICATIONS INC N CLASS A 16119P108 207,555 475,705 SH   DFND 1,2 475,705 0 0
EQUINIX INC COMMON 29444U700 76,700 122,804 SH   DFND 1,2 122,804 0 0
GUIDEWIRE SOFTWARE INC COMMON 40171V100 323,633 4,080,613 SH   DFND 1,2 4,080,613 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 243,372 2,198,084 SH   DFND 1,2 2,198,084 0 0
MICROSOFT CORP COMMON 594918104 53,977 342,256 SH   DFND 1,2 342,256 0 0
MPLX LP COM UNIT REP LTD 55336V100 96,691 8,321,059 SH   DFND 1,2 8,321,059 0 0
REALPAGE INC COMMON 75606N109 189,161 3,573,796 SH   DFND 1,2 3,573,796 0 0
TRANSDIGM GROUP INC COMMON 893641100 371,966 1,161,703 SH   DFND 1,2 1,161,703 0 0
TYLER TECHNOLOGIES INC COMMON 902252105 26,097 88,000 SH   DFND 1,2 88,000 0 0
VERISIGN INC COMMON 92343E102 123,678 686,759 SH   DFND 1,2 686,759 0 0
VISA INC COM CL A 92826C839 58,953 365,898 SH   DFND 1,2 365,898 0 0