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
AMAZON COM INC COM 023135106   497,867,270 2,576,286 SH   DFND 1,2 2,576,286 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   158,630,867 530,609 SH   DFND 1,2 530,609 0 0
DEERE & CO COM 244199105   128,290,718 343,363 SH   DFND 1,2 343,363 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   531,655,027 3,855,646 SH   DFND 1,2 3,855,646 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   205,938,469 943,806 SH   DFND 1,2 943,806 0 0
LAMB WESTON HLDGS INC COM 513272104   335,093,189 3,985,409 SH   DFND 1,2 3,985,409 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   207,649,498 3,787,842 SH   DFND 1,2 3,787,842 0 0
MICROSOFT CORP COM 594918104   445,024,539 995,692 SH   DFND 1,2 995,692 0 0
NEW YORK TIMES CO CL A 650111107   363,095,594 7,090,326 SH   DFND 1,2 7,090,326 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   349,727,154 632,418 SH   DFND 1,2 632,418 0 0
TRANSDIGM GROUP INC COM 893641100   902,424,492 706,338 SH   DFND 1,2 706,338 0 0
VULCAN MATLS CO COM 929160109   355,910,567 1,431,199 SH   DFND 1,2 1,431,199 0 0
WASTE CONNECTIONS INC COM 94106B101   355,344,068 2,026,369 SH   DFND 1,2 2,026,369 0 0