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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104   120,303,189 1,467,649 SH   DFND 1,2 1,467,649 0 0
AMAZON COM INC COM 023135106   302,572,032 3,602,048 SH   DFND 1,2 3,602,048 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   98,219,637 289,648 SH   DFND 1,2 289,648 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   295,807,328 4,728,378 SH   DFND 1,2 4,728,378 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   178,005,714 2,333,889 SH   DFND 1,2 2,333,889 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101   35,352,626 7,156,402 SH   DFND 1,2 7,156,402 0 0
MICROSOFT CORP COM 594918104   417,253,705 1,739,862 SH   DFND 1,2 1,739,862 0 0
MOODYS CORP COM 615369105   21,024,944 75,461 SH   DFND 1,2 75,461 0 0
NEW YORK TIMES CO CL A 650111107   277,799,886 8,558,222 SH   DFND 1,2 8,558,222 0 0
SERVICENOW INC COM 81762P102   265,219,083 683,079 SH   DFND 1,2 683,079 0 0
TRANSDIGM GROUP INC COM 893641100   1,008,918,418 1,602,348 SH   DFND 1,2 1,602,348 0 0
UBER TECHNOLOGIES INC COM 90353T100   193,563,738 7,827,082 SH   DFND 1,2 7,827,082 0 0
VISA INC COM CL A 92826C839   170,483,909 820,581 SH   DFND 1,2 820,581 0 0
VULCAN MATLS CO COM 929160109   340,546,398 1,944,757 SH   DFND 1,2 1,944,757 0 0