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
ACTIVISION BLIZZARD INC COM 00507V109 22,383 294,900 SH   DFND 1 294,900 0 0
ALPHABET INC CAP STK CL A 02079K305 6,018 4,244 SH   DFND 1 4,244 0 0
ALPHABET INC CAP STK CL C 02079K107 10,360 7,329 SH   DFND 1 7,329 0 0
ARGAN INC COM 04010E109 1,554 32,800 SH   DFND 1 32,800 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,959 41 SH   DFND 1 41 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,233 6,906 SH   DFND 1 6,906 0 0
CARGURUS INC COM CL A 141788109 35,994 1,419,900 SH   DFND 1 1,419,900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,291 8,413 SH   DFND 1 8,413 0 0
CLOUDFLARE INC CL A COM 18915M107 959 26,670 SH   DFND 1 26,670 0 0
COCA COLA CO COM 191216100 2,942 65,854 SH   DFND 1 65,854 0 0
COMCAST CORP NEW CL A 20030N101 23,592 605,253 SH   DFND 1 605,253 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,011 24,470 SH   DFND 1 24,470 0 0
IAC INTERACTIVECORP COM 44919P508 3,478 10,754 SH   DFND 1 10,754 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,151 6,929 SH   DFND 1 6,929 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,941 64,056 SH   DFND 1 64,056 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 826 1,958 SH   DFND 1 1,958 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 535 73,066 SH   DFND 1 73,066 0 0
SCHWAB CHARLES CORP COM 808513105 19,215 569,490 SH   DFND 1 569,490 0 0
SVMK INC COM 78489X103 2,974 126,330 SH   DFND 1 126,330 0 0
TRANSDIGM GROUP INC COM 893641100 1,222 2,764 SH   DFND 1 2,764 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,633 149,055 SH   DFND 1 149,055 0 0
VISA INC COM CL A 92826C839 380 1,966 SH   DFND 1 1,966 0 0
WORKDAY INC CL A 98138H101 20,983 111,992 SH   DFND 1 111,992 0 0