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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 1STDIBS COM INC | COM | 320551104 | 18,434,613 | 5,064,454 | SH | DFND | 1,4,5 | 0 | 5,064,454 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 596,356 | 5,800 | SH | DFND | 1 | 0 | 5,800 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 42,974,424 | 328,400 | SH | DFND | 1,12 | 0 | 328,400 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 34,366,835 | 911,829 | SH | DFND | 1,13,14 | 0 | 911,829 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 41,186,880 | 324,000 | SH | DFND | 1,12 | 0 | 324,000 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 35,304,388 | 193,311 | SH | DFND | 1,12 | 0 | 193,311 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 498,420 | 3,600 | SH | DFND | 1 | 0 | 3,600 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 16,685,028 | 82,800 | SH | DFND | 1,12 | 0 | 82,800 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 9,289,590 | 55,500 | SH | DFND | 1,12 | 0 | 55,500 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 21,233,079 | 233,100 | SH | DFND | 1,12 | 0 | 233,100 | 0 | ||
| E2OPEN PARENT HOLDINGS INC | COM CL A | 29788T103 | 226,232,772 | 49,831,007 | SH | DFND | 1,4,5,6,7 | 0 | 49,831,007 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 5,205,952 | 205,282 | SH | DFND | 1,10,11 | 0 | 205,282 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,148,139 | 2,900 | SH | DFND | 1 | 0 | 2,900 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 45,902,109 | 152,900 | SH | DFND | 1,12 | 0 | 152,900 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 38,963,550 | 123,400 | SH | DFND | 1,12 | 0 | 123,400 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 735,160,774 | 4,617,264 | SH | DFND | 1,4,5,8,9,10,11 | 0 | 4,617,264 | 0 | ||
| NCINO INC | COM | 63947X101 | 1,244,111,845 | 39,123,014 | SH | DFND | 1,4,5,6,7,8,9 | 0 | 39,123,014 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 13,180,197 | 30,300 | SH | DFND | 1,12 | 0 | 30,300 | 0 | ||
| OKTA INC | CL A | 679295105 | 15,258,672 | 182,700 | SH | DFND | 1,12 | 0 | 182,700 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 963,872 | 9,100 | SH | DFND | 1 | 0 | 9,100 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,734,856 | 7,400 | SH | DFND | 1 | 0 | 7,400 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 1,103,908 | 16,900 | SH | DFND | 1 | 0 | 16,900 | 0 | ||
| PTC INC | COM | 69370C100 | 9,889,264 | 69,800 | SH | DFND | 1,12 | 0 | 69,800 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 17,216,022 | 84,900 | SH | DFND | 1,12 | 0 | 84,900 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 584,135,438 | 34,646,230 | SH | DFND | 1,8,9,10,11 | 0 | 34,646,230 | 0 | ||
| TAIWAN SEMICONDUCTOR | SPONSORED ADS | 874039100 | 634,370 | 7,300 | SH | DFND | 1 | 0 | 7,300 | 0 | ||
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | 61,625,919 | 34,573,696 | SH | DFND | 1,10,11 | 0 | 34,573,696 | 0 | ||
| UDEMY INC | COM | 902685106 | 399,306,470 | 42,032,260 | SH | DFND | 1,2,3,10,11,12 | 0 | 42,032,260 | 0 | ||
| WALKME LTD | ORD SHS | M97628107 | 229,926,242 | 24,253,823 | SH | DFND | 1,4,5,10,11 | 0 | 24,253,823 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 1,224,645 | 5,700 | SH | DFND | 1 | 0 | 5,700 | 0 | ||