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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DUOLINGO INC CL A COM 26603R106   5,508,537 38,632 SH   DFND 2 38,632 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   1,364,764 775,434 SH   DFND 2 775,434 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   5,769,037 92,113 SH   DFND 2 92,113 0 0
TWILIO INC CL A 90138F102   2,139,889 32,116 SH   DFND 2 32,116 0 0
BLOCK INC CL A 852234103   2,113,939 30,793 SH   DFND 2 30,793 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   30,118,207 78,154 SH   DFND   78,154 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   7,688,625 30,096 SH   DFND   30,096 0 0
INTUIT COM 461202103   1,646,004 3,692 SH   DFND   3,692 0 0
NVIDIA CORPORATION COM 67066G104   425,544 1,532 SH   DFND   1,532 0 0
AIRBNB INC COM CL A 009066101   7,751,613 62,312 SH   DFND   62,312 0 0
MICROSOFT CORP COM 594918104   10,338,438 35,860 SH   DFND   35,860 0 0
BLACKSTONE INC COM 09260D107   28,440,484 323,776 SH   DFND   323,776 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   17,414,772 123,623 SH   DFND   123,623 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   17,364,389 166,501 SH   DFND   166,501 0 0
BOOKING HOLDINGS INC COM 09857L108   13,036,595 4,915 SH   DFND   4,915 0 0
EXPEDIA GROUP INC COM NEW 30212P303   18,064,366 186,173 SH   DFND   186,173 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   27,546,292 40,467 SH   DFND   40,467 0 0
SAP SE SPON ADR 803054204   12,756,493 100,802 SH   DFND   100,802 0 0