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 |
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 120,303,189 | 1,467,649 | SH | DFND | 1,2 | 1,467,649 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 302,572,032 | 3,602,048 | SH | DFND | 1,2 | 3,602,048 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 98,219,637 | 289,648 | SH | DFND | 1,2 | 289,648 | 0 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 295,807,328 | 4,728,378 | SH | DFND | 1,2 | 4,728,378 | 0 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 178,005,714 | 2,333,889 | SH | DFND | 1,2 | 2,333,889 | 0 | 0 | |
LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 35,352,626 | 7,156,402 | SH | DFND | 1,2 | 7,156,402 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 417,253,705 | 1,739,862 | SH | DFND | 1,2 | 1,739,862 | 0 | 0 | |
MOODYS CORP | COM | 615369105 | 21,024,944 | 75,461 | SH | DFND | 1,2 | 75,461 | 0 | 0 | |
NEW YORK TIMES CO | CL A | 650111107 | 277,799,886 | 8,558,222 | SH | DFND | 1,2 | 8,558,222 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 265,219,083 | 683,079 | SH | DFND | 1,2 | 683,079 | 0 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 1,008,918,418 | 1,602,348 | SH | DFND | 1,2 | 1,602,348 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 193,563,738 | 7,827,082 | SH | DFND | 1,2 | 7,827,082 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 170,483,909 | 820,581 | SH | DFND | 1,2 | 820,581 | 0 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 340,546,398 | 1,944,757 | SH | DFND | 1,2 | 1,944,757 | 0 | 0 |