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
ALPHABET INC CAP STK CL A 02079K305   16,364,436 125,053 SH   DFND   125,053 0 0
AMAZON COM INC COM 023135106   15,643,769 123,063 SH   DFND   123,063 0 0
ARISTA NETWORKS INC COM 040413106   18,979,553 103,189 SH   DFND   103,189 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   5,392,707 568,851 SH   DFND   568,851 0 0
BILL HOLDINGS INC COM 090043100   5,374,975 49,507 SH   DFND   49,507 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   26,872,570 114,693 SH   DFND   114,693 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,793,201 84,223 SH   DFND   84,223 0 0
DATADOG INC CL A COM 23804L103   13,158,315 144,454 SH   DFND   144,454 0 0
DYNATRACE INC COM NEW 268150109   26,373,991 564,391 SH   DFND   564,391 0 0
FIVE9 INC COM 338307101   13,464,742 209,405 SH   DFND   209,405 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   19,843,200 220,480 SH   DFND   220,480 0 0
HUBSPOT INC COM 443573100   36,596,690 74,308 SH   DFND   74,308 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   923,377,412 77,660,001 SH   DFND   77,660,001 0 0
JAMF HLDG CORP COM 47074L105   959,207,915 54,315,284 SH   DFND   54,315,284 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   19,107,064 1,361,872 SH   DFND   1,361,872 0 0
MICROSOFT CORP COM 594918104   17,078,286 54,088 SH   DFND   54,088 0 0
MONGODB INC CL A 60937P106   12,877,405 37,233 SH   DFND   37,233 0 0
NCINO INC COM 63947X101   8,550,289 268,877 SH   DFND   268,877 0 0
OKTA INC CL A 679295105   13,788,150 169,159 SH   DFND   169,159 0 0
PALO ALTO NETWORKS INC COM 697435105   28,140,537 120,033 SH   DFND   120,033 0 0
PAYCOM SOFTWARE INC COM 70432V102   5,038,394 19,433 SH   DFND   19,433 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,611,536,667 71,118,123 SH   DFND   71,118,123 0 0
SENTINELONE INC CL A 81730H109   11,005,989 652,787 SH   DFND   652,787 0 0
SERVICENOW INC COM 81762P102   37,413,429 66,934 SH   DFND   66,934 0 0
SHOPIFY INC CL A 82509L107   12,888,233 236,178 SH   DFND   236,178 0 0
SMARTSHEET INC COM CL A 83200N103   21,005,861 519,176 SH   DFND   519,176 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   26,082,637 185,787 SH   DFND   185,787 0 0
THE TRADE DESK INC COM CL A 88339J105   10,417,942 133,307 SH   DFND   133,307 0 0
TOAST INC CL A 888787108   7,871,114 420,240 SH   DFND   420,240 0 0
WORKDAY INC CL A 98138H101   17,045,340 79,336 SH   DFND   79,336 0 0
WORKIVA INC COM CL A 98139A105   15,354,935 151,519 SH   DFND   151,519 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   16,618,754 360,024 SH   DFND   360,024 0 0
ZSCALER INC COM 98980G102   12,140,532 78,029 SH   DFND   78,029 0 0