The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 257,990,256 | 2,210,524 | SH | SOLE | 2,210,524 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 89,481,746 | 1,364,051 | SH | SOLE | 1,364,051 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S C | 531229722 | 86,239,557 | 1,968,041 | SH | SOLE | 1,968,041 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY LIV S A | 531229748 | 50,493,736 | 1,192,296 | SH | SOLE | 1,192,296 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 | 43,569,925 | 741,742 | SH | SOLE | 741,742 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 15,442,420 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 23,609,495 | 287,325 | SH | SOLE | 287,325 | 0 | 0 | |||
| SHAKE SHACK INC | CL A | 819047101 | 50,312,653 | 483,636 | SH | SOLE | 483,636 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 181,905,253 | 3,201,430 | SH | SOLE | 3,201,430 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 117,954,027 | 95,773 | SH | SOLE | 95,773 | 0 | 0 | |||
| VEEVA SYS INC | CL A COM | 922475108 | 183,782,069 | 793,224 | SH | SOLE | 793,224 | 0 | 0 | |||