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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COMMON 00790R104   107,293,553 762,895 SH   DFND 1,2 762,895 0 0
AMAZON COM INC COMMON 023135106   367,290,032 2,417,336 SH   DFND 1,2 2,417,336 0 0
CHARTER COMMUNICATIONS INC N CLASS A 16119P108   219,363,218 564,380 SH   DFND 1,2 564,380 0 0
GUIDEWIRE SOFTWARE INC COMMON 40171V100   346,368,504 3,176,527 SH   DFND 1,2 3,176,527 0 0
LAMB WESTON HLDGS INC COMMON 513272104   342,029,403 3,164,302 SH   DFND 1,2 3,164,302 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   305,262,187 3,787,842 SH   DFND 1,2 3,787,842 0 0
MICROSOFT CORP COMMON 594918104   351,876,046 935,741 SH   DFND 1,2 935,741 0 0
NEW YORK TIMES CO CLASS A 650111107   374,652,544 7,647,531 SH   DFND 1,2 7,647,531 0 0
THERMO FISHER SCIENTIFIC INC COMMON 883556102   385,053,113 725,434 SH   DFND 1,2 725,434 0 0
TRANSDIGM GROUP INC COMMON 893641100   1,035,815,681 1,023,938 SH   DFND 1,2 1,023,938 0 0
UBER TECHNOLOGIES INC COMMON 90353T100   171,015,847 2,777,584 SH   DFND 1,2 2,777,584 0 0
UNITED RENTALS INC COMMON 911363109   57,674,584 100,580 SH   DFND 1,2 100,580 0 0
VULCAN MATLS CO COMMON 929160109   467,035,618 2,057,335 SH   DFND 1,2 2,057,335 0 0
WASTE CONNECTIONS INC COMMON 94106B101   148,336,615 993,747 SH   DFND 1,2 993,747 0 0