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 182,532 1,467,649 SH   DFND 1,2 1,467,649 0 0
AMAZON COM INC COM 023135106 393,264 3,480,216 SH   DFND 1,2 3,480,216 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 53,344 175,849 SH   DFND 1,2 175,849 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 306,602 4,978,919 SH   DFND 1,2 4,978,919 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 162,761 2,205,437 SH   DFND 1,2 2,205,437 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101 45,222 6,831,137 SH   DFND 1,2 6,831,137 0 0
MICROSOFT CORP COM 594918104 391,468 1,680,840 SH   DFND 1,2 1,680,840 0 0
NEW YORK TIMES CO CL A 650111107 233,990 8,138,780 SH   DFND 1,2 8,138,780 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 7,115 888,314 SH   DFND 1,2 888,314 0 0
SERVICENOW INC COM 81762P102 236,688 626,805 SH   DFND 1,2 626,805 0 0
SOTERA HEALTH CO COM 83601L102 6,093 893,430 SH   DFND 1,2 893,430 0 0
TRANSDIGM GROUP INC COM 893641100 840,944 1,602,348 SH   DFND 1,2 1,602,348 0 0
UBER TECHNOLOGIES INC COM 90353T100 100,973 3,810,316 SH   DFND 1,2 3,810,316 0 0
VISA INC COM CL A 92826C839 165,790 933,241 SH   DFND 1,2 933,241 0 0
VULCAN MATLS CO COM 929160109 360,399 2,285,202 SH   DFND 1,2 2,285,202 0 0
WAYFAIR INC CL A 94419L101 43,352 1,331,862 SH   DFND 1,2 1,331,862 0 0