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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED DRAIN SYS INC DELCOM00790R104301,1912,535,061SH DFND1,22,535,06100
AMAZON COM INCCOM023135106325,39899,817SH DFND1,299,81700
GUIDEWIRE SOFTWARE INCCOM40171V100448,2034,736,870SH DFND1,24,736,87000
LIBERTY BROADBAND CORPCOM SER C530307305293,5512,169,313SH DFND1,22,169,31300
LIFESTANCE HEALTH GROUP INCCOM53228F10153,5295,294,610SH DFND1,25,294,61000
MERIDIANLINK INCCOMMON STOCK58985J10523,3071,287,684SH DFND1,21,287,68400
MICROSOFT CORPCOM594918104327,7751,063,134SH DFND1,21,063,13400
NEW YORK TIMES COCL A650111107297,5476,490,990SH DFND1,26,490,99000
PERIMETER SOLUTIONS SACOMMON STOCKL7579L10654,8304,527,625SH DFND1,24,527,62500
SERVICENOW INCCOM81762P102269,286483,554SH DFND1,2483,55400
SOTERA HEALTH COCOM83601L102199,5639,213,441SH DFND1,29,213,44100
TRANSDIGM GROUP INCCOM8936411001,012,8171,554,497SH DFND1,21,554,49700
TWILIO INCCL A90138F10244,943272,698SH DFND1,2272,69800
UBER TECHNOLOGIES INCCOM90353T100194,7645,458,638SH DFND1,25,458,63800
VISA INCCOM CL A92826C839335,4811,512,744SH DFND1,21,512,74400
VULCAN MATLS COCOM929160109322,0401,753,078SH DFND1,21,753,07800
WAYFAIR INCCL A94419L101129,8191,171,862SH DFND1,21,171,86200