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 96,803 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 228,301 128,205 SH   DFND 1,2 128,205 0 0
BOOKING HLDGS INC COM 09857L108 265,521 152,169 SH   DFND 1,2 152,169 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 210,389 606,467 SH   DFND 1,2 606,467 0 0
EQUINIX INC COM 29444U700 55,749 123,022 SH   DFND 1,2 123,022 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 226,699 2,333,257 SH   DFND 1,2 2,333,257 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 146,398 1,595,790 SH   DFND 1,2 1,595,790 0 0
MPLX LP COM UNIT REP LTD 55336V100 229,835 6,987,976 SH   DFND 1,2 6,987,976 0 0
REALPAGE INC COM 75606N109 224,828 3,704,532 SH   DFND 1,2 3,704,532 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 83,587 418,648 SH   DFND 1,2 418,648 0 0
TRANSDIGM GROUP INC COM 893641100 651,883 1,435,898 SH   DFND 1,2 1,435,898 0 0
TYLER TECHNOLOGIES INC COM 902252105 116,215 568,568 SH   DFND 1,2 568,568 0 0
VERISIGN INC COM 92343E102 14,777 81,389 SH   DFND 1,2 81,389 0 0
VISA INC COM CL A 92826C839 165,389 1,058,898 SH   DFND 1,2 1,058,898 0 0