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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 169,108,196 | 1,499,984 | SH | DFND | 1,2 | 1,499,984 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 447,726,716 | 1,252,838 | SH | DFND | 1,2 | 1,252,838 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 423,327,353 | 1,776,149 | SH | DFND | 1,2 | 1,776,149 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 359,954,364 | 567,456 | SH | DFND | 1,2 | 567,456 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 93,496,712 | 759,827 | SH | DFND | 1,2 | 759,827 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 343,747,385 | 3,613,069 | SH | DFND | 1,2 | 3,613,069 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 24,480,915 | 42,450 | SH | DFND | 1,2 | 42,450 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 164,311,939 | 319,922 | SH | DFND | 1,2 | 319,922 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 259,161,770 | 1,295,226 | SH | DFND | 1,2 | 1,295,226 | 0 | 0 | |
| SERVICETITAN INC | SHS CL A | 81764X103 | 13,333,431 | 188,565 | SH | DFND | 1,2 | 188,565 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 989,966,315 | 2,072,924 | SH | DFND | 1,2 | 2,072,924 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 578,479,663 | 434,281 | SH | DFND | 1,2 | 434,281 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 71,807,379 | 404,617 | SH | DFND | 1,2 | 404,617 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 191,148,476 | 557,138 | SH | DFND | 1,2 | 557,138 | 0 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 314,469,745 | 1,065,963 | SH | DFND | 1,2 | 1,065,963 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 193,563,262 | 1,161,217 | SH | DFND | 1,2 | 1,161,217 | 0 | 0 | |
| WOODWARD INC | COM | 980745103 | 115,155,121 | 270,673 | SH | DFND | 1,2 | 270,673 | 0 | 0 | |