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 285,115 3,411,281 SH   DFND 1,2 3,411,281 0 0
AMAZON COM INC COM 023135106 422,469 129,714 SH   DFND 1,2 129,714 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 201,527 304,629 SH   DFND 1,2 304,629 0 0
DOORDASH INC CL A 25809K105 3,569 25,000 SH   DFND 1,2 25,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,984 332,134 SH   DFND 1,2 332,134 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 575,602 4,471,387 SH   DFND 1,2 4,471,387 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 478,586 3,021,950 SH   DFND 1,2 3,021,950 0 0
NEW YORK TIMES CO CL A 650111107 15,500 299,400 SH   DFND 1,2 299,400 0 0
REALPAGE INC COM 75606N109 359,634 4,122,347 SH   DFND 1,2 4,122,347 0 0
TRANSDIGM GROUP INC COM 893641100 962,000 1,554,497 SH   DFND 1,2 1,554,497 0 0
UBER TECHNOLOGIES INC COM 90353T100 33,737 661,500 SH   DFND 1,2 661,500 0 0
VERISIGN INC COM 92343E102 369,467 1,707,335 SH   DFND 1,2 1,707,335 0 0
VISA INC COM CL A 92826C839 357,957 1,636,523 SH   DFND 1,2 1,636,523 0 0
VULCAN MATLS CO COM 929160109 137,056 924,121 SH   DFND 1,2 924,121 0 0