ACTIVISION BLIZZARD INC COM 00507V109 15606 294900 SH DFND 1 294900 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 967 5845 SH DFND 1 5845 0 0 ALPHABET INC CAP STK CL C 02079K107 5299 4347 SH DFND 1 4347 0 0 ALPHABET INC CAP STK CL A 02079K305 5183 4244 SH DFND 1 4244 0 0 APPLE INC COM 037833100 1957 8740 SH DFND 1 8740 0 0 ARGAN INC COM 04010E109 1289 32800 SH DFND 1 32800 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 12785 41 SH DFND 1 41 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1437 6906 SH DFND 1 6906 0 0 CARGURUS INC COM CL A 141788109 43946 1419900 SH DFND 1 1419900 0 0 CARMAX INC COM 143130102 3404 38680 SH DFND 1 38680 0 0 CASTLIGHT HEALTH INC CL B 14862Q100 222 157372 SH DFND 1 157372 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 1273 3088 SH DFND 1 3088 0 0 COCA COLA CO COM 191216100 3585 65854 SH DFND 1 65854 0 0 COMCAST CORP NEW CL A 20030N101 1183 26253 SH DFND 1 26253 0 0 EXPEDIA GROUP INC COM NEW 30212P303 3289 24470 SH DFND 1 24470 0 0 FACEBOOK INC CL A 30303M102 645 3624 SH DFND 1 3624 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8670 89655 SH DFND 1 89655 0 0 IAC INTERACTIVECORP COM 44919P508 2344 10754 SH DFND 1 10754 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1164 6929 SH DFND 1 6929 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 4319 41261 SH DFND 1 41261 0 0 MASTERCARD INC CL A 57636Q104 17396 64056 SH DFND 1 64056 0 0 MICROSOFT CORP COM 594918104 929 6683 SH DFND 1 6683 0 0 NEW RELIC INC COM 64829B100 20900 340108 SH DFND 1 340108 0 0 QUOTIENT TECHNOLOGY INC COM 749119103 571 73066 SH DFND 1 73066 0 0 SVMK INC COM 78489X103 2160 126330 SH DFND 1 126330 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 23822 569490 SH DFND 1 569490 0 0 TRANSDIGM GROUP INC COM 893641100 1439 2764 SH DFND 1 2764 0 0 US FOODS HLDG CORP COM 912008109 1257 30575 SH DFND 1 30575 0 0 WORKDAY INC CL A 98138H101 19034 111992 SH DFND 1 111992 0 0