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
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
ALPHABET INC CAP STK CL A 02079K305 13 5 SH   DFND 1 5 0 0
ALPHABET INC CAP STK CL C 02079K107 637,129 239,045 SH   DFND 1 239,045 0 0
AMAZON COM INC COM 023135106 288,220 87,737 SH   DFND 1 87,737 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 475 2,810 SH   DFND 1 2,810 0 0
BAXTER INTL INC COM 071813109 209 2,594 SH   DFND 1 2,594 0 0
BERKLEY W R CORP COM 084423102 210 2,866 SH   DFND 1 2,866 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 456 1,670 SH   DFND 1 1,670 0 0
BIO RAD LABS INC CL A 090572207 340 456 SH   DFND 1 456 0 0
CANADIAN NATL RY CO COM 136375102 399 3,437 SH   DFND 1 3,437 0 0
CANADIAN PAC RY LTD COM 13645T100 194,465 2,976,101 SH   DFND 1 2,976,101 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 619,507 851,486 SH   DFND 1 851,486 0 0
CHURCH & DWIGHT INC COM 171340102 213 2,579 SH   DFND 1 2,579 0 0
DOW INC COM 260557103 228 3,957 SH   DFND 1 3,957 0 0
EVEREST RE GROUP LTD COM G3223R108 404 1,611 SH   DFND 1 1,611 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 455,858 3,746,371 SH   DFND 1 3,746,371 0 0
INVESCO LTD SHS G491BT108 209 8,685 SH   DFND 1 8,685 0 0
MICROSOFT CORP COM 594918104 251,773 893,065 SH   DFND 1 893,065 0 0
MIMECAST LTD ORD SHS G14838109 149,024 2,343,137 SH   DFND 1 2,343,137 0 0
MOODYS CORP COM 615369105 257,732 725,781 SH   DFND 1 725,781 0 0
NETFLIX INC COM 64110L106 194,920 319,363 SH   DFND 1 319,363 0 0
NEWS CORP NEW CL A 65249B109 346 14,707 SH   DFND 1 14,707 0 0
NEWS CORP NEW CL B 65249B208 120 5,172 SH   DFND 1 5,172 0 0
NORTONLIFELOCK INC COM 668771108 202 7,995 SH   DFND 1 7,995 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 549 31,400 SH   DFND 1 31,400 0 0
REGENCY CTRS CORP COM 758849103 467 6,932 SH   DFND 1 6,932 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 474,658 7,757,120 SH   DFND 1 7,757,120 0 0
ROCKET LAB USA INC COM 773122106 6,452 400,000 SH   DFND 1 400,000 0 0
SALESFORCE COM INC COM 79466L302 656,738 2,421,421 SH   DFND 1 2,421,421 0 0
TRANSDIGM GROUP INC COM 893641100 409,103 655,016 SH   DFND 1 655,016 0 0
UNDER ARMOUR INC CL A 904311107 179 8,852 SH   DFND 1 8,852 0 0
UNDER ARMOUR INC CL C 904311206 136 7,747 SH   DFND 1 7,747 0 0
VERISK ANALYTICS INC COM 92345Y106 449 2,244 SH   DFND 1 2,244 0 0
VORNADO RLTY TR SH BEN INT 929042109 590 14,039 SH   DFND 1 14,039 0 0
WORKDAY INC CL A 98138H101 279,392 1,118,061 SH   DFND 1 1,118,061 0 0
ZENDESK INC COM 98936J101 193,947 1,666,354 SH   DFND 1 1,666,354 0 0