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 345,098 2,535,061 SH   DFND 1,2 2,535,061 0 0
AMAZON COM INC COM 023135106 259,468 77,817 SH   DFND 1,2 77,817 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 538,791 4,745,803 SH   DFND 1,2 4,745,803 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 371,985 2,309,034 SH   DFND 1,2 2,309,034 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 29,133 1,350,000 SH   DFND 1,2 1,350,000 0 0
MICROSOFT CORP COM 594918104 290,453 863,621 SH   DFND 1,2 863,621 0 0
NEW YORK TIMES CO CL A 650111107 194,172 4,020,124 SH   DFND 1,2 4,020,124 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 67,496 4,859,337 SH   DFND 1,2 4,859,337 0 0
SERVICENOW INC COM 81762P102 174,812 269,311 SH   DFND 1,2 269,311 0 0
SOTERA HEALTH CO COM 83601L102 217,483 9,234,930 SH   DFND 1,2 9,234,930 0 0
TRANSDIGM GROUP INC COM 893641100 989,095 1,554,497 SH   DFND 1,2 1,554,497 0 0
TWILIO INC CL A 90138F102 55,011 208,898 SH   DFND 1,2 208,898 0 0
UBER TECHNOLOGIES INC COM 90353T100 191,144 4,558,638 SH   DFND 1,2 4,558,638 0 0
VERISIGN INC COM 92343E102 277,680 1,094,004 SH   DFND 1,2 1,094,004 0 0
VISA INC COM CL A 92826C839 461,139 2,127,909 SH   DFND 1,2 2,127,909 0 0
VULCAN MATLS CO COM 929160109 342,051 1,647,804 SH   DFND 1,2 1,647,804 0 0
WAYFAIR INC CL A 94419L101 148,792 783,240 SH   DFND 1,2 783,240 0 0