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 |
| PITNEY BOWES INC | COM | 724479100 | 20,461,010 | 2,869,707 | SH | DFND | 1 | 0 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 13,976,789 | 94,425 | SH | DFND | 0 | 0 | 0 | |||
| MGIC INVT CORP WIS | COM | 552848103 | 10,018,560 | 391,350 | SH | DFND | 1 | 0 | 0 | 0 | ||
| SIGNET JEWELERS LTD | SHS | G81276100 | 8,354,340 | 81,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 9,318,400 | 280,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 7,891,440 | 125,500 | SH | DFND | 1 | 0 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 7,720,184 | 113,050 | SH | DFND | 1 | 0 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 7,039,426 | 228,850 | SH | DFND | 1 | 0 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 4,636,760 | 7,600,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,143,900 | 130,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,180,570 | 54,911 | SH | DFND | 1 | 0 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 9,997,520 | 70,589 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 5,925,960 | 558,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 2,612,628 | 105,263 | SH | DFND | 1 | 0 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 670,969 | 946 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637100 | 138,470 | 2,880 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BROWN FORMAN CORP | CL B | 115637209 | 11,562 | 235 | SH | DFND | 1 | 0 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 761,906 | 6,276 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 770,935 | 1,675 | SH | DFND | 1 | 0 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,382,360 | 2 | SH | DFND | 1 | 0 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 412,231 | 1,955 | SH | DFND | 1 | 0 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,145,616 | 2,320 | SH | DFND | 1 | 0 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 738,241 | 2,685 | SH | DFND | 1 | 0 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 279,895 | 3,724 | SH | DFND | 1 | 0 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 10,922,524 | 227,600 | SH | DFND | 1 | 0 | 0 | 0 | ||
| GEN DIGITAL INC | COM | 668771108 | 8,914,750 | 325,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 9,270,800 | 245,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 139,875 | 980 | SH | DFND | 1 | 0 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 136,389,045 | 566,635 | SH | DFND | 1 | 0 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 7,855,530 | 219,000 | SH | DFND | 1 | 0 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 9,731,480 | 17,000 | SH | DFND | 1 | 0 | 0 | 0 | ||