The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
GUIDEWIRE SOFTWARE INC COM 40171V100 853,165,083 6,933,483 SH SOLE 6,933,483 0 0
LIBERTY LIVE HOLDINGS INC COM SER A 530909100 240,638,213 2,376,439 SH SOLE 2,376,439 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308 620,867,831 5,877,204 SH SOLE 5,877,204 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771 185,414,885 2,118,059 SH SOLE 2,118,059 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 31,105,357 326,943 SH SOLE 326,943 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 123,249,510 673,090 SH SOLE 673,090 0 0
MERCADOLIBRE INC COM 58733R102 939,994,213 553,788 SH SOLE 553,788 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 632,202,399 9,034,044 SH SOLE 9,034,044 0 0
ROBLOX CORP CL A 771049103 655,452,255 12,053,186 SH SOLE 12,053,186 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 519,372,090 6,624,644 SH SOLE 6,624,644 0 0
TRANSDIGM GROUP INC COM 893641100 14,681,745 11,022 SH SOLE 11,022 0 0
VEEVA SYS INC CL A COM 922475108 782,571,357 4,409,598 SH SOLE 4,409,598 0 0