The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,259 | 76,122 | SH | SOLE | 76,122 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 12,401 | 5,995 | SH | SOLE | 5,995 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,198 | 3,490 | SH | SOLE | 3,490 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,669 | 2,705 | SH | SOLE | 2,705 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 16,192 | 159,325 | SH | SOLE | 159,325 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 25,181 | 167,707 | SH | SOLE | 167,707 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,721 | 21,685 | SH | SOLE | 21,685 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 21,819 | 37,113 | SH | SOLE | 37,113 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 7,841 | 37,035 | SH | SOLE | 37,035 | 0 | 0 | ||