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
AMAZON COM INC COM 023135106   10,527,467 69,287 SH   DFND   69,287 0 0
ARISTA NETWORKS INC COM 040413106   16,916,919 71,831 SH   DFND   71,831 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   3,251,086 262,396 SH   DFND   262,396 0 0
BILL HOLDINGS INC COM 090043100   4,900,295 60,060 SH   DFND   60,060 0 0
BRAZE INC COM CL A 10576N102   11,112,246 209,152 SH   DFND   209,152 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   18,225,094 66,913 SH   DFND   66,913 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   18,449,486 84,225 SH   DFND   84,225 0 0
DATADOG INC CL A COM 23804L103   14,161,890 116,674 SH   DFND   116,674 0 0
DELL TECHNOLOGIES INC CL C 24703L202   11,248,866 147,044 SH   DFND   147,044 0 0
DYNATRACE INC COM NEW 268150109   23,208,795 424,370 SH   DFND   424,370 0 0
FIVE9 INC COM 338307101   9,786,046 124,362 SH   DFND   124,362 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   17,951,582 164,633 SH   DFND   164,633 0 0
HUBSPOT INC COM 443573100   29,807,246 51,344 SH   DFND   51,344 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   959,237,414 66,660,001 SH   DFND   66,660,001 0 0
JAMF HLDG CORP COM 47074L105   980,934,029 54,315,284 SH   DFND   54,315,284 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   28,585,693 1,361,872 SH   DFND   1,361,872 0 0
MICROSOFT CORP COM 594918104   10,678,408 28,397 SH   DFND   28,397 0 0
MONGODB INC CL A 60937P106   16,341,735 39,970 SH   DFND   39,970 0 0
NCINO INC COM 63947X101   15,765,845 468,803 SH   DFND   468,803 0 0
OKTA INC CL A 679295105   18,416,971 203,435 SH   DFND   203,435 0 0
PALO ALTO NETWORKS INC COM 697435105   25,367,642 86,027 SH   DFND   86,027 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,675,542,978 71,118,123 SH   DFND   71,118,123 0 0
SENTINELONE INC CL A 81730H109   10,935,060 398,508 SH   DFND   398,508 0 0
SERVICENOW INC COM 81762P102   26,632,554 37,697 SH   DFND   37,697 0 0
SHOPIFY INC CL A 82509L107   10,596,036 136,021 SH   DFND   136,021 0 0
SMARTSHEET INC COM CL A 83200N103   17,371,619 363,271 SH   DFND   363,271 0 0
SYNOPSYS INC COM 871607107   9,518,111 18,485 SH   DFND   18,485 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,608,536 65,912 SH   DFND   65,912 0 0
THE TRADE DESK INC COM CL A 88339J105   9,921,053 137,869 SH   DFND   137,869 0 0
TOAST INC CL A 888787108   4,996,739 273,644 SH   DFND   273,644 0 0
VERTEX INC CL A 92538J106   14,065,051 522,088 SH   DFND   522,088 0 0
WORKDAY INC CL A 98138H101   15,704,777 56,889 SH   DFND   56,889 0 0
WORKIVA INC COM CL A 98139A105   18,151,229 178,777 SH   DFND   178,777 0 0
ZSCALER INC COM 98980G102   25,792,021 116,411 SH   DFND   116,411 0 0