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 COMMON 00790R104   166,989,103 1,467,649 SH   DFND 1,2 1,467,649 0 0
AMAZON COM INC COMMON 023135106   353,326,571 2,710,391 SH   DFND 1,2 2,710,391 0 0
CHARTER COMMUNICATIONS INC N CLASS A 16119P108   274,743,165 747,865 SH   DFND 1,2 747,865 0 0
GENERAL ELECTRIC CO COMMON 369604301   55,854,880 508,465 SH   DFND 1,2 508,465 0 0
GUIDEWIRE SOFTWARE INC COMMON 40171V100   357,998,853 4,705,558 SH   DFND 1,2 4,705,558 0 0
LAMB WESTON HLDGS INC COMMON 513272104   345,018,862 3,001,469 SH   DFND 1,2 3,001,469 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   277,283,061 3,461,279 SH   DFND 1,2 3,461,279 0 0
LIFESTANCE HEALTH GROUP INC COMMON 53228F101   33,663,698 3,687,152 SH   DFND 1,2 3,687,152 0 0
MICROSOFT CORP COMMON 594918104   351,420,934 1,031,952 SH   DFND 1,2 1,031,952 0 0
NEW YORK TIMES CO CLASS A 650111107   328,806,500 8,349,581 SH   DFND 1,2 8,349,581 0 0
SERVICENOW INC COMMON 81762P102   210,592,076 374,739 SH   DFND 1,2 374,739 0 0
TRANSDIGM GROUP INC COMMON 893641100   1,069,374,564 1,195,941 SH   DFND 1,2 1,195,941 0 0
UBER TECHNOLOGIES INC COMMON 90353T100   351,427,587 8,140,551 SH   DFND 1,2 8,140,551 0 0
VISA INC COM CL A 92826C839   263,117,628 1,107,957 SH   DFND 1,2 1,107,957 0 0
VULCAN MATLS CO COMMON 929160109   461,856,899 2,048,691 SH   DFND 1,2 2,048,691 0 0