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 201,715 4,083,303 SH   DFND 1,2 4,083,303 0 0
AMAZON COM INC COM 023135106 508,390 184,278 SH   DFND 1,2 184,278 0 0
BOOKING HOLDINGS INC COM 09857L108 172,360 108,243 SH   DFND 1,2 108,243 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 242,047 474,564 SH   DFND 1,2 474,564 0 0
DOLLAR TREE INC COM 256746108 42,983 463,781 SH   DFND 1,2 463,781 0 0
EQUINIX INC COM 29444U700 75,043 106,853 SH   DFND 1,2 106,853 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 460,168 4,151,267 SH   DFND 1,2 4,151,267 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 272,474 2,198,084 SH   DFND 1,2 2,198,084 0 0
MPLX LP COM UNIT REP LTD 55336V100 54,518 3,154,951 SH   DFND 1,2 3,154,951 0 0
REALPAGE INC COM 75606N109 157,227 2,418,509 SH   DFND 1,2 2,418,509 0 0
TRANSDIGM GROUP INC COM 893641100 628,236 1,421,187 SH   DFND 1,2 1,421,187 0 0
VERISIGN INC COM 92343E102 162,482 785,582 SH   DFND 1,2 785,582 0 0
VISA INC COM CL A 92826C839 167,777 868,548 SH   DFND 1,2 868,548 0 0
VULCAN MATLS CO COM 929160109 41,871 361,423 SH   DFND 1,2 361,423 0 0