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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,061 | 3,977 | SH | SOLE | 3,977 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 12,133 | 4,344 | SH | SOLE | 4,344 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 24,362 | 7,473 | SH | SOLE | 7,473 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 13,197 | 139,471 | SH | SOLE | 139,471 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 5,678 | 41,961 | SH | SOLE | 41,961 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,470 | 11,107 | SH | SOLE | 11,107 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 29,670 | 45,538 | SH | SOLE | 45,538 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 7,290 | 32,872 | SH | SOLE | 32,872 | 0 | 0 | ||