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
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,210 2,655 SH   DFND   2,655 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,339 18,302 SH   SOLE   18,302 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 14,399 31,603 SH   DFND 1,2,3 31,603 0 0
ALPHABET INC CAP STK CL C 02079K107 1,355 485 SH   DFND   485 0 0
ALPHABET INC CAP STK CL C 02079K107 9,100 3,258 SH   SOLE   3,258 0 0
ALPHABET INC CAP STK CL C 02079K107 15,914 5,698 SH   DFND 1,2,3 5,698 0 0
ALTERYX INC COM CL A 02156B103 1,412 19,739 SH   DFND   19,739 0 0
ALTERYX INC COM CL A 02156B103 10,010 139,936 SH   SOLE   139,936 0 0
ALTERYX INC COM CL A 02156B103 17,214 240,660 SH   DFND 1,2,3 240,660 0 0
AMAZON COM INC COM 023135106 1,206 370 SH   DFND   370 0 0
AMAZON COM INC COM 023135106 8,619 2,644 SH   SOLE   2,644 0 0
AMAZON COM INC COM 023135106 14,849 4,555 SH   DFND 1,2,3 4,555 0 0
AXON ENTERPRISE INC COM 05464C101 1,245 9,043 SH   DFND   9,043 0 0
AXON ENTERPRISE INC COM 05464C101 5,044 36,619 SH   DFND 1,2 36,619 0 0
BOOKING HOLDINGS INC COM 09857L108 1,289 549 SH   DFND   549 0 0
BOOKING HOLDINGS INC COM 09857L108 9,063 3,859 SH   SOLE   3,859 0 0
BOOKING HOLDINGS INC COM 09857L108 15,544 6,619 SH   DFND 1,2,3 6,619 0 0
CARMAX INC COM 143130102 1,121 11,618 SH   DFND   11,618 0 0
CARMAX INC COM 143130102 7,636 79,147 SH   SOLE   79,147 0 0
CARMAX INC COM 143130102 13,653 141,513 SH   DFND 1,2,3 141,513 0 0
ELASTIC N V ORD SHS N14506104 1,182 13,288 SH   DFND   13,288 0 0
ELASTIC N V ORD SHS N14506104 8,461 95,124 SH   SOLE   95,124 0 0
ELASTIC N V ORD SHS N14506104 14,519 163,224 SH   DFND 1,2,3 163,224 0 0
EVERBRIDGE INC COM 29978A104 1,217 27,880 SH   DFND   27,880 0 0
EVERBRIDGE INC COM 29978A104 5,029 115,239 SH   DFND 1,2 115,239 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,328 14,033 SH   DFND   14,033 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,280 98,075 SH   SOLE   98,075 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 16,004 169,144 SH   DFND 1,2,3 169,144 0 0
HEALTH CATALYST INC COM 42225T107 1,144 43,781 SH   DFND   43,781 0 0
HEALTH CATALYST INC COM 42225T107 4,796 183,537 SH   DFND 1,2 183,537 0 0
MATCH GROUP INC NEW COM 57667L107 1,280 11,775 SH   DFND   11,775 0 0
MATCH GROUP INC NEW COM 57667L107 5,403 49,684 SH   DFND 1,2 49,684 0 0
META PLATFORMS INC CL A 30303M102 1,289 5,795 SH   DFND   5,795 0 0
META PLATFORMS INC CL A 30303M102 9,076 40,816 SH   SOLE   40,816 0 0
META PLATFORMS INC CL A 30303M102 15,653 70,395 SH   DFND 1,2,3 70,395 0 0
MICROSOFT CORP COM 594918104 1,264 4,099 SH   DFND   4,099 0 0
MICROSOFT CORP COM 594918104 8,963 29,073 SH   SOLE   29,073 0 0
MICROSOFT CORP COM 594918104 15,829 51,341 SH   DFND 1,2,3 51,341 0 0
NETFLIX INC COM 64110L106 1,208 3,225 SH   DFND   3,225 0 0
NETFLIX INC COM 64110L106 8,370 22,345 SH   SOLE   22,345 0 0
NETFLIX INC COM 64110L106 14,906 39,794 SH   DFND 1,2,3 39,794 0 0
NIKE INC CL B 654106103 1,151 8,555 SH   DFND   8,555 0 0
NIKE INC CL B 654106103 8,133 60,440 SH   SOLE   60,440 0 0
NIKE INC CL B 654106103 14,243 105,850 SH   DFND 1,2,3 105,850 0 0
PAGERDUTY INC COM 69553P100 1,134 33,153 SH   DFND   33,153 0 0
PAGERDUTY INC COM 69553P100 4,598 134,483 SH   DFND 1,2 134,483 0 0
PAYPAL HLDGS INC COM 70450Y103 1,334 11,537 SH   DFND   11,537 0 0
PAYPAL HLDGS INC COM 70450Y103 9,379 81,100 SH   SOLE   81,100 0 0
PAYPAL HLDGS INC COM 70450Y103 16,425 142,024 SH   DFND 1,2,3 142,024 0 0
Q2 HLDGS INC COM 74736L109 1,211 19,650 SH   DFND   19,650 0 0
Q2 HLDGS INC COM 74736L109 4,998 81,070 SH   DFND 1,2 81,070 0 0
QUALTRICS INTL INC COM CL A 747601201 1,289 45,149 SH   DFND   45,149 0 0
QUALTRICS INTL INC COM CL A 747601201 7,689 269,308 SH   SOLE   269,308 0 0
QUALTRICS INTL INC COM CL A 747601201 14,530 508,942 SH   DFND 1,2,3 508,942 0 0
RH COM 74967X103 1,054 3,231 SH   DFND   3,231 0 0
RH COM 74967X103 7,556 23,171 SH   SOLE   23,171 0 0
RH COM 74967X103 12,924 39,633 SH   DFND 1,2,3 39,633 0 0
ROKU INC COM CL A 77543R102 1,231 9,829 SH   DFND   9,829 0 0
ROKU INC COM CL A 77543R102 5,143 41,052 SH   DFND 1,2 41,052 0 0
SALESFORCE COM INC COM 79466L302 1,292 6,084 SH   DFND   6,084 0 0
SALESFORCE COM INC COM 79466L302 9,261 43,618 SH   SOLE   43,618 0 0
SALESFORCE COM INC COM 79466L302 16,054 75,610 SH   DFND 1,2,3 75,610 0 0
STARBUCKS CORP COM 855244109 1,250 13,736 SH   DFND   13,736 0 0
STARBUCKS CORP COM 855244109 8,950 98,379 SH   SOLE   98,379 0 0
STARBUCKS CORP COM 855244109 15,274 167,905 SH   DFND 1,2,3 167,905 0 0
T-MOBILE US INC COM 872590104 1,279 9,964 SH   DFND   9,964 0 0
T-MOBILE US INC COM 872590104 5,470 42,620 SH   DFND 1,2 42,620 0 0
TWITTER INC COM 90184L102 1,358 35,102 SH   DFND   35,102 0 0
TWITTER INC COM 90184L102 9,727 251,404 SH   SOLE   251,404 0 0
TWITTER INC COM 90184L102 16,987 439,045 SH   DFND 1,2,3 439,045 0 0
WORKDAY INC CL A 98138H101 1,214 5,069 SH   DFND   5,069 0 0
WORKDAY INC CL A 98138H101 8,526 35,604 SH   SOLE   35,604 0 0
WORKDAY INC CL A 98138H101 14,783 61,733 SH   DFND 1,2,3 61,733 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,121 22,742 SH   DFND   22,742 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 7,700 156,212 SH   SOLE   156,212 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,635 276,625 SH   DFND 1,2,3 276,625 0 0