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 | 123,590,722 | 1,467,649 | SH | DFND | 1,2 | 1,467,649 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 345,464,147 | 3,344,604 | SH | DFND | 1,2 | 3,344,604 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 173,996,576 | 486,554 | SH | DFND | 1,2 | 486,554 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 365,994,938 | 4,460,633 | SH | DFND | 1,2 | 4,460,633 | 0 | 0 | |
| LAMB WESTON HLDGS INC | COM | 513272104 | 330,621,845 | 3,163,240 | SH | DFND | 1,2 | 3,163,240 | 0 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 271,939,676 | 3,328,515 | SH | DFND | 1,2 | 3,328,515 | 0 | 0 | |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 50,053,607 | 6,736,690 | SH | DFND | 1,2 | 6,736,690 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 362,456,526 | 1,257,220 | SH | DFND | 1,2 | 1,257,220 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 311,185,061 | 8,003,731 | SH | DFND | 1,2 | 8,003,731 | 0 | 0 | |
| R1 RCM INC | COM | 77634L105 | 11,788,845 | 785,923 | SH | DFND | 1,2 | 785,923 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 329,227,631 | 708,443 | SH | DFND | 1,2 | 708,443 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 881,468,314 | 1,195,941 | SH | DFND | 1,2 | 1,195,941 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 292,568,588 | 9,229,293 | SH | DFND | 1,2 | 9,229,293 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 157,821,324 | 699,997 | SH | DFND | 1,2 | 699,997 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 306,910,203 | 1,788,938 | SH | DFND | 1,2 | 1,788,938 | 0 | 0 | |