The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| QURATE RETAIL INC | COM SER A | 74915M100 | 6,653,800 | 7,600,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,381,812 | 59,475 | SH | DFND | 1 | 0 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 7,659,113 | 146,250 | SH | DFND | 1 | 0 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 8,335,994 | 273,850 | SH | DFND | 1 | 0 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 9,909,480 | 125,500 | SH | DFND | 1 | 0 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 14,332,771 | 94,425 | SH | DFND | 0 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 557,478 | 1,145 | SH | DFND | 1 | 0 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 7,661,730 | 70,589 | SH | DFND | 1 | 0 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 10,809,152 | 560,350 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PITNEY BOWES INC | COM | 724479100 | 14,320,711 | 3,254,707 | SH | DFND | 1 | 0 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78410G104 | 154,899,309 | 610,585 | SH | DFND | 1 | 0 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 1,731,000 | 300,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 10,123,256 | 28,600 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 6,079,590 | 99,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 6,507,600 | 440,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 650,905 | 1,825 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637100 | 171,619 | 2,880 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 13,418 | 235 | SH | DFND | 1 | 0 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 446,513 | 2,625 | SH | DFND | 1 | 0 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 699,039 | 2,685 | SH | DFND | 1 | 0 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 989,503 | 2,320 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 590,446 | 6,276 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,085,250 | 2 | SH | DFND | 1 | 0 | 0 | 0 | ||
| SIGNET JEWLERS LIMITED | SHS | G81276100 | 11,798,600 | 110,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 6,589,710 | 219,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 167,778 | 2,725 | SH | DFND | 1 | 0 | 0 | 0 | ||