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
AMAZON COM INC COM 023135106   471,639,225 2,614,698 SH   DFND 1,2 2,614,698 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   160,921,250 553,698 SH   DFND 1,2 553,698 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   403,711,328 3,459,098 SH   DFND 1,2 3,459,098 0 0
LAMB WESTON HLDGS INC COM 513272104   401,399,500 3,767,948 SH   DFND 1,2 3,767,948 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   216,778,198 3,787,842 SH   DFND 1,2 3,787,842 0 0
MICROSOFT CORP COM 594918104   425,182,156 1,010,606 SH   DFND 1,2 1,010,606 0 0
NEW YORK TIMES CO CL A 650111107   349,050,166 8,076,126 SH   DFND 1,2 8,076,126 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   409,417,111 704,422 SH   DFND 1,2 704,422 0 0
TRANSDIGM GROUP INC COM 893641100   948,391,117 770,048 SH   DFND 1,2 770,048 0 0
UBER TECHNOLOGIES INC COM 90353T100   123,555,631 1,604,827 SH   DFND 1,2 1,604,827 0 0
UNITED RENTALS INC COM 911363109   72,529,244 100,580 SH   DFND 1,2 100,580 0 0
VULCAN MATLS CO COM 929160109   469,900,283 1,721,751 SH   DFND 1,2 1,721,751 0 0
WASTE CONNECTIONS INC COM 94106B101   401,471,340 2,334,000 SH   DFND 1,2 2,334,000 0 0