The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 13,919 | 294,900 | SH | DFND | 1 | 294,900 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 901 | 5,845 | SH | DFND | 1 | 5,845 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,699 | 4,347 | SH | DFND | 1 | 4,347 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,595 | 4,244 | SH | DFND | 1 | 4,244 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 1,730 | 8,740 | SH | DFND | 1 | 8,740 | 0 | 0 | |
| ARGAN INC | COM | 04010E109 | 1,330 | 32,800 | SH | DFND | 1 | 32,800 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 13,052 | 41 | SH | DFND | 1 | 41 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,472 | 6,906 | SH | DFND | 1 | 6,906 | 0 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 51,273 | 1,419,900 | SH | DFND | 1 | 1,419,900 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 3,359 | 38,680 | SH | DFND | 1 | 38,680 | 0 | 0 | |
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 508 | 157,372 | SH | DFND | 1 | 157,372 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,220 | 3,088 | SH | DFND | 1 | 3,088 | 0 | 0 | |
| COCA COLA CO | COM | 191216100 | 3,353 | 65,854 | SH | DFND | 1 | 65,854 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 1,110 | 26,253 | SH | DFND | 1 | 26,253 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 3,255 | 24,470 | SH | DFND | 1 | 24,470 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 699 | 3,624 | SH | DFND | 1 | 3,624 | 0 | 0 | |
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 8,755 | 89,655 | SH | DFND | 1 | 89,655 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 2,339 | 10,754 | SH | DFND | 1 | 10,754 | 0 | 0 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 1,198 | 6,929 | SH | DFND | 1 | 6,929 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 4,300 | 41,261 | SH | DFND | 1 | 41,261 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 16,945 | 64,056 | SH | DFND | 1 | 64,056 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 895 | 6,683 | SH | DFND | 1 | 6,683 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 29,423 | 340,108 | SH | DFND | 1 | 340,108 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 14,900 | 120,641 | SH | DFND | 1 | 120,641 | 0 | 0 | |
| QUOTIENT TECHNOLOGY INC | COM | 749119103 | 785 | 73,066 | SH | DFND | 1 | 73,066 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 1,640 | 10,806 | SH | DFND | 1 | 10,806 | 0 | 0 | |
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 1,919 | 51,173 | SH | DFND | 1 | 51,173 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 15,743 | 217,053 | SH | DFND | 1 | 217,053 | 0 | 0 | |
| SVMK INC | COM | 78489X103 | 2,086 | 126,330 | SH | DFND | 1 | 126,330 | 0 | 0 | |
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 22,888 | 569,490 | SH | DFND | 1 | 569,490 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 1,337 | 2,764 | SH | DFND | 1 | 2,764 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 1,093 | 30,575 | SH | DFND | 1 | 30,575 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 23,023 | 111,992 | SH | DFND | 1 | 111,992 | 0 | 0 | |