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 301,191 2,535,061 SH   DFND 1,2 2,535,061 0 0
AMAZON COM INC COM 023135106 325,398 99,817 SH   DFND 1,2 99,817 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 448,203 4,736,870 SH   DFND 1,2 4,736,870 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 293,551 2,169,313 SH   DFND 1,2 2,169,313 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101 53,529 5,294,610 SH   DFND 1,2 5,294,610 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 23,307 1,287,684 SH   DFND 1,2 1,287,684 0 0
MICROSOFT CORP COM 594918104 327,775 1,063,134 SH   DFND 1,2 1,063,134 0 0
NEW YORK TIMES CO CL A 650111107 297,547 6,490,990 SH   DFND 1,2 6,490,990 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 54,830 4,527,625 SH   DFND 1,2 4,527,625 0 0
SERVICENOW INC COM 81762P102 269,286 483,554 SH   DFND 1,2 483,554 0 0
SOTERA HEALTH CO COM 83601L102 199,563 9,213,441 SH   DFND 1,2 9,213,441 0 0
TRANSDIGM GROUP INC COM 893641100 1,012,817 1,554,497 SH   DFND 1,2 1,554,497 0 0
TWILIO INC CL A 90138F102 44,943 272,698 SH   DFND 1,2 272,698 0 0
UBER TECHNOLOGIES INC COM 90353T100 194,764 5,458,638 SH   DFND 1,2 5,458,638 0 0
VISA INC COM CL A 92826C839 335,481 1,512,744 SH   DFND 1,2 1,512,744 0 0
VULCAN MATLS CO COM 929160109 322,040 1,753,078 SH   DFND 1,2 1,753,078 0 0
WAYFAIR INC CL A 94419L101 129,819 1,171,862 SH   DFND 1,2 1,171,862 0 0