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
2U INC COM 90214J101   211,076 30,814 SH   DFND 1 30,814 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   294,037 763 SH   DFND 1 763 0 0
AMPLITUDE INC COM CL A 03213A104   795,861 63,976 SH   DFND 1 63,976 0 0
APPFOLIO INC COM CL A 03783C100   413,647 3,323 SH   DFND 1 3,323 0 0
ARLINGTON ASSET INVST CORP CL A NEW 041356205   184,470 64,500 SH   DFND 1 64,500 0 0
ASANA INC CL A 04342Y104   526,222 24,904 SH   DFND 1 24,904 0 0
ATLASSIAN CORPORATION CL A 049468101   290,818 1,699 SH   DFND 1 1,699 0 0
BILL HOLDINGS INC COM 090043100   279,040 3,439 SH   DFND 1 3,439 0 0
BLACKLINE INC COM 09239B109   274,442 4,087 SH   DFND 1 4,087 0 0
BOX INC CL A 10316T104   278,053 10,379 SH   DFND 1 10,379 0 0
BRAZE INC COM CL A 10576N102   283,267 8,194 SH   DFND 1 8,194 0 0
CARRIAGE SVCS INC COM 143905107   1,307,690 42,847 SH   DFND 1 42,847 0 0
CHILDRENS PL INC NEW COM 168905107   1,819,018 45,193 SH   DFND 1 45,193 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   299,282 18,752 SH   DFND 1 18,752 0 0
CLOUDFLARE INC CL A COM 18915M107   500,556 8,118 SH   DFND 1 8,118 0 0
COTERRA ENERGY INC COM 127097103   3,636,116 148,171 SH   DFND 1 148,171 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   467,919 3,409 SH   DFND 1 3,409 0 0
DATADOG INC CL A COM 23804L103   337,360 4,643 SH   DFND 1 4,643 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103   241,639 23,392 SH   DFND 1 23,392 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,207,437 31,127 SH   DFND 1 31,127 0 0
DIGITAL TURBINE INC COM NEW 25400W102   1,193,111 96,530 SH   DFND 1 96,530 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   499,653 12,756 SH   DFND 1 12,756 0 0
DOCUSIGN INC COM 256163106   424,366 7,279 SH   DFND 1 7,279 0 0
DOMO INC COM CL B 257554105   340,645 24,006 SH   DFND 1 24,006 0 0
DROPBOX INC CL A 26210C104   345,920 16,000 SH   DFND 1 16,000 0 0
ELASTIC N V ORD SHS N14506104   278,557 4,811 SH   DFND 1 4,811 0 0
EQT CORP COM 26884L109   3,059,722 95,886 SH   DFND 1 95,886 0 0
FIVE9 INC COM 338307101   314,895 4,356 SH   DFND 1 4,356 0 0
FRESHWORKS INC CLASS A COM 358054104   290,412 18,907 SH   DFND 1 18,907 0 0
GITLAB INC CLASS A COM 37637K108   287,693 8,390 SH   DFND 1 8,390 0 0
GOGO INC COM 38046C109   3,184,084 219,592 SH   DFND 1 219,592 0 0
HUBSPOT INC COM 443573100   600,250 1,400 SH   DFND 1 1,400 0 0
ISHARES INC MSCI CDA ETF 464286509   1,230,651 36,005 SH   DFND 1 36,005 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,381,096 23,200 SH   DFND 1 23,200 0 0
ISHARES TR MSCI POLAND ETF 46429B606   1,187,115 76,687 SH   DFND 1 76,687 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   1,211,882 61,052 SH   DFND 1 61,052 0 0
ISHARES INC MSCI STH AFR ETF 464286780   1,200,652 28,438 SH   DFND 1 28,438 0 0
ISHARES INC MSCI SWEDEN ETF 464286756   1,242,230 34,953 SH   DFND 1 34,953 0 0
JFROG LTD ORD SHS M6191J100   319,889 16,238 SH   DFND 1 16,238 0 0
LCI INDS COM 50189K103   1,129,573 10,281 SH   DFND 1 10,281 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   4,015,262 264,510 SH   DFND 1 264,510 0 0
MDU RES GROUP INC COM 552690109   1,781,099 58,435 SH   DFND 1 58,435 0 0
METHODE ELECTRS INC COM 591520200   3,337,820 76,067 SH   DFND 1 76,067 0 0
MONDAY COM LTD SHS M7S64H106   446,665 3,129 SH   DFND 1 3,129 0 0
MONGODB INC CL A 60937P106   286,504 1,229 SH   DFND 1 1,229 0 0
NCINO INC COM 63947X101   285,788 11,533 SH   DFND 1 11,533 0 0
NEW RELIC INC COM 64829B100   278,272 3,696 SH   DFND 1 3,696 0 0
OKTA INC CL A 679295105   1,566,032 18,159 SH   DFND 1 18,159 0 0
OLO INC CL A 68134L109   281,210 34,462 SH   DFND 1 34,462 0 0
OUTBRAIN INC COM 69002R103   640,993 155,204 SH   DFND 1 155,204 0 0
PAGERDUTY INC COM 69553P100   497,660 14,227 SH   DFND 1 14,227 0 0
PALO ALTO NETWORKS INC COM 697435105   1,040,845 5,211 SH   DFND 1 5,211 0 0
PAYCOM SOFTWARE INC COM 70432V102   283,337 932 SH   DFND 1 932 0 0
PAYPAL HLDGS INC COM 70450Y103   427,846 5,634 SH   DFND 1 5,634 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   4,423,800 606,000 SH   DFND 1 606,000 0 0
PIONEER NAT RES CO COM 723787107   3,573,587 17,497 SH   DFND 1 17,497 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   276,136 4,409 SH   DFND 1 4,409 0 0
QUALTRICS INTL INC COM CL A 747601201   265,364 14,883 SH   DFND 1 14,883 0 0
QUALYS INC COM 74758T303   286,954 2,207 SH   DFND 1 2,207 0 0
RAPID7 INC COM 753422104   1,029,256 22,419 SH   DFND 1 22,419 0 0
RINGCENTRAL INC CL A 76680R206   315,870 10,299 SH   DFND 1 10,299 0 0
SALESFORCE INC COM 79466L302   314,254 1,573 SH   DFND 1 1,573 0 0
SENTINELONE INC CL A 81730H109   410,440 25,088 SH   DFND 1 25,088 0 0
SERVICENOW INC COM 81762P102   504,686 1,086 SH   DFND 1 1,086 0 0
SMARTSHEET INC COM CL A 83200N103   1,310,867 27,424 SH   DFND 1 27,424 0 0
SNOWFLAKE INC CL A 833445109   295,620 1,916 SH   DFND 1 1,916 0 0
SPDR SER TR S&P REGL BKG 78464A698   10,284,249 234,479 SH   DFND 1 234,479 0 0
SPROUT SOCIAL INC COM CL A 85209W109   273,656 4,495 SH   DFND 1 4,495 0 0
SQUARESPACE INC CLASS A 85225A107   309,059 9,728 SH   DFND 1 9,728 0 0
TABOOLA.COM LTD ORD SHS M8744T106   1,598,204 587,575 SH   DFND 1 587,575 0 0
TENABLE HLDGS INC COM 88025T102   1,070,258 22,527 SH   DFND 1 22,527 0 0
TRUEBLUE INC COM 89785X101   1,629,608 91,551 SH   DFND 1 91,551 0 0
TSCAN THERAPEUTICS INC COM 89854M101   74,682 35,563 SH   DFND 1 35,563 0 0
UIPATH INC CL A 90364P105   285,157 16,239 SH   DFND 1 16,239 0 0
VEEVA SYS INC CL A COM 922475108   280,464 1,526 SH   DFND 1 1,526 0 0
VILLAGE SUPER MKT INC CL A NEW 927107409   1,009,328 44,114 SH   DFND 1 44,114 0 0
VIMEO INC COMMON STOCK 92719V100   290,827 75,934 SH   DFND 1 75,934 0 0
WORKDAY INC CL A 98138H101   508,295 2,461 SH   DFND 1 2,461 0 0
WORKIVA INC COM CL A 98139A105   466,887 4,559 SH   DFND 1 4,559 0 0
YEXT INC COM 98585N106   609,466 63,420 SH   DFND 1 63,420 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   331,114 13,400 SH   DFND 1 13,400 0 0
ZSCALER INC COM 98980G102   389,044 3,330 SH   DFND 1 3,330 0 0