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 322,756 3,121,734 SH   DFND 1,2 3,121,734 0 0
AMAZON COM INC COM 023135106 304,250 98,333 SH   DFND 1,2 98,333 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 185,740 301,027 SH   DFND 1,2 301,027 0 0
COUPANG INC CL A 22266T109 42,300 857,142 SH   DFND 1,2 857,142 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 456,158 4,488,418 SH   DFND 1,2 4,488,418 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 534,016 3,556,550 SH   DFND 1,2 3,556,550 0 0
MICROSOFT CORP COM 594918104 102,923 436,538 SH   DFND 1,2 436,538 0 0
NEW YORK TIMES CO CL A 650111107 102,700 2,028,833 SH   DFND 1,2 2,028,833 0 0
SERVICENOW INC COM 81762P102 106,201 212,356 SH   DFND 1,2 212,356 0 0
SOTERA HEALTH CO COM 83601L102 198,917 7,969,447 SH   DFND 1,2 7,969,447 0 0
TRANSDIGM GROUP INC COM 893641100 913,920 1,554,497 SH   DFND 1,2 1,554,497 0 0
UBER TECHNOLOGIES INC COM 90353T100 35,267 646,988 SH   DFND 1,2 646,988 0 0
VERISIGN INC COM 92343E102 324,522 1,632,734 SH   DFND 1,2 1,632,734 0 0
VISA INC COM CL A 92826C839 366,609 1,731,494 SH   DFND 1,2 1,731,494 0 0
VULCAN MATLS CO COM 929160109 110,219 653,148 SH   DFND 1,2 653,148 0 0