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 363,901 3,121,734 SH   DFND 1,2 3,121,734 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 33,441 937,500 SH   DFND 1,2 937,500 0 0
AMAZON COM INC COM 023135106 225,674 65,600 SH   DFND 1,2 65,600 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 151,380 209,828 SH   DFND 1,2 209,828 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 582,701 5,169,451 SH   DFND 1,2 5,169,451 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 442,296 2,546,907 SH   DFND 1,2 2,546,907 0 0
MICROSOFT CORP COM 594918104 231,049 852,893 SH   DFND 1,2 852,893 0 0
MISTER CAR WASH INC COM 60646V105 4,306 200,000 SH   DFND 1,2 200,000 0 0
NEW YORK TIMES CO CL A 650111107 175,380 4,027,084 SH   DFND 1,2 4,027,084 0 0
SERVICENOW INC COM 81762P102 119,251 216,997 SH   DFND 1,2 216,997 0 0
SOTERA HEALTH CO COM 83601L102 227,873 9,404,585 SH   DFND 1,2 9,404,585 0 0
TRANSDIGM GROUP INC COM 893641100 1,006,210 1,554,497 SH   DFND 1,2 1,554,497 0 0
UBER TECHNOLOGIES INC COM 90353T100 199,615 3,982,735 SH   DFND 1,2 3,982,735 0 0
VERISIGN INC COM 92343E102 291,375 1,279,702 SH   DFND 1,2 1,279,702 0 0
VISA INC COM CL A 92826C839 413,882 1,770,088 SH   DFND 1,2 1,770,088 0 0
VULCAN MATLS CO COM 929160109 231,178 1,328,073 SH   DFND 1,2 1,328,073 0 0