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 COM 00790R104   86,840,338 762,895 SH   DFND 1,2 762,895 0 0
AMAZON COM INC COM 023135106   304,318,543 2,393,947 SH   DFND 1,2 2,393,947 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   207,523,349 471,837 SH   DFND 1,2 471,837 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   361,879,290 4,020,881 SH   DFND 1,2 4,020,881 0 0
LAMB WESTON HLDGS INC COM 513272104   242,875,962 2,626,822 SH   DFND 1,2 2,626,822 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   300,117,883 3,286,442 SH   DFND 1,2 3,286,442 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101   19,326,787 2,813,215 SH   DFND 1,2 2,813,215 0 0
MICROSOFT CORP COM 594918104   319,415,858 1,011,610 SH   DFND 1,2 1,011,610 0 0
NEW YORK TIMES CO CL A 650111107   313,353,604 7,605,670 SH   DFND 1,2 7,605,670 0 0
SERVICENOW INC COM 81762P102   166,775,218 298,367 SH   DFND 1,2 298,367 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   323,369,235 638,855 SH   DFND 1,2 638,855 0 0
TRANSDIGM GROUP INC COM 893641100   988,080,066 1,171,919 SH   DFND 1,2 1,171,919 0 0
UBER TECHNOLOGIES INC COM 90353T100   329,495,769 7,164,509 SH   DFND 1,2 7,164,509 0 0
VISA INC COM CL A 92826C839   155,917,569 677,873 SH   DFND 1,2 677,873 0 0
VULCAN MATLS CO COM 929160109   377,714,168 1,869,687 SH   DFND 1,2 1,869,687 0 0