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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| GRUBHUB INC | COM | 400110102 | 681,383 | 14,008,694 | SH | DFND | 1 | 14,008,694 | 0 | 0 | |
| HOWARD HUGHES CORP | COM | 44267D107 | 302,506 | 2,385,692 | SH | DFND | 1 | 2,385,692 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 11,569 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 637,791 | 13,874,060 | SH | DFND | 1 | 13,874,060 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 54,321 | 194,255 | SH | DFND | 1 | 194,255 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 1,406,927 | 53,925,897 | SH | DFND | 1 | 53,925,897 | 0 | 0 | |
| STITCH FIX INC | COM CL A | 860897107 | 5,814 | 226,589 | SH | DFND | 1 | 226,589 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 88,478 | 18,626,859 | SH | DFND | 1 | 18,626,859 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 44,616 | 309,854 | SH | DFND | 1 | 309,854 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 274 | 5,088 | SH | DFND | 1 | 5,088 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 709,992 | 15,522,353 | SH | DFND | 1 | 15,522,353 | 0 | 0 | |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 1,654,454 | 36,013,357 | SH | DFND | 1 | 36,013,357 | 0 | 0 | |