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
CROWDSTRIKE HLDGS INC CL A 22788C105 5,828 99,956 SH   DFND 1 99,956 0 0
FOX CORP CL A COM 35137L105 21,960 696,247 SH   DFND 1 696,247 0 0
GRUBHUB INC COM 400110102 691,909 12,309,355 SH   DFND 1 12,309,355 0 0
HOWARD HUGHES CORP COM 44267D107 314,979 2,430,390 SH   DFND 1 2,430,390 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 11,534 125,000 SH   DFND 1 125,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 561,613 13,503,566 SH   DFND 1 13,503,566 0 0
MARTIN MARIETTA MATLS INC COM 573284106 53,245 194,255 SH   DFND 1 194,255 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 10,040 400,000 SH   DFND 1 400,000 0 0
STARS GROUP INC COM 85570W100 817,484 54,571,702 SH   DFND 1 54,571,702 0 0
STITCH FIX INC COM CL A 860897107 2,057 106,845 SH   DFND 1 106,845 0 0
TRUECAR INC COM 89785L107 63,331 18,626,859 SH   DFND 1 18,626,859 0 0
VULCAN MATLS CO COM 929160109 46,862 309,854 SH   DFND 1 309,854 0 0
WELLS FARGO CO NEW COM 949746101 257 5,088 SH   DFND 1 5,088 0 0
ZILLOW GROUP INC CL A 98954M101 458,686 15,522,353 SH   DFND 1 15,522,353 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,051,786 35,271,171 SH   DFND 1 35,271,171 0 0