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
ADVANCED DRAIN SYS INC DEL COM 00790R104 116,073 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 188,116 93,917 SH   DFND 1,2 93,917 0 0
BOOKING HLDGS INC COM 09857L108 165,120 83,226 SH   DFND 1,2 83,226 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 185,660 569,719 SH   DFND 1,2 569,719 0 0
EQUINIX INC COM PAR $0.001 29444U700 59,452 137,338 SH   DFND 1,2 137,338 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 89,171 882,790 SH   DFND 1,2 882,790 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 84,667 1,004,351 SH   DFND 1,2 1,004,351 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 91,864 3,262,214 SH   DFND 1,2 3,262,214 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 83,433 2,243,426 SH   DFND 1,2 2,243,426 0 0
MPLX LP COM UNIT REP LTD 55336V100 184,555 5,321,653 SH   DFND 1,2 5,321,653 0 0
REALPAGE INC COM 75606N109 178,202 2,704,128 SH   DFND 1,2 2,704,128 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 152,015 946,370 SH   DFND 1,2 946,370 0 0
TRANSDIGM GROUP INC COM 893641100 671,197 1,802,838 SH   DFND 1,2 1,802,838 0 0
TYLER TECHNOLOGIES INC COM 902252105 105,728 431,438 SH   DFND 1,2 431,438 0 0
VISA INC COM CL A 92826C839 166,270 1,107,805 SH   DFND 1,2 1,107,805 0 0