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   20,238,275 112,198 SH   DFND   112,198 0 0
APPFOLIO INC COM CL A 03783C100   5,491,199 22,255 SH   DFND   22,255 0 0
ARISTA NETWORKS INC COM 040413106   20,258,293 69,861 SH   DFND   69,861 0 0
BRAZE INC COM CL A 10576N102   13,271,394 299,580 SH   DFND   299,580 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   25,489,474 81,886 SH   DFND   81,886 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   22,327,264 84,054 SH   DFND   84,054 0 0
DATADOG INC CL A COM 23804L103   23,658,152 191,409 SH   DFND   191,409 0 0
DELL TECHNOLOGIES INC CL C 24703L202   24,301,094 212,962 SH   DFND   212,962 0 0
DOORDASH INC CL A 25809K105   10,463,966 75,980 SH   DFND   75,980 0 0
DYNATRACE INC COM NEW 268150109   4,948,368 106,554 SH   DFND   106,554 0 0
ELASTIC N V ORD SHS N14506104   15,186,961 151,506 SH   DFND   151,506 0 0
FIVE9 INC COM 338307101   5,063,456 81,524 SH   DFND   81,524 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   20,301,705 173,950 SH   DFND   173,950 0 0
HUBSPOT INC COM 443573100   26,126,299 41,698 SH   DFND   41,698 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   648,149,710 65,010,001 SH   DFND   65,010,001 0 0
JAMF HLDG CORP COM 47074L105   996,685,461 54,315,284 SH   DFND   54,315,284 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   19,147,920 1,361,872 SH   DFND   1,361,872 0 0
MICROSOFT CORP COM 594918104   20,495,796 48,716 SH   DFND   48,716 0 0
MONDAY COM LTD SHS M7S64H106   20,761,067 91,916 SH   DFND   91,916 0 0
MONGODB INC CL A 60937P106   15,163,299 42,280 SH   DFND   42,280 0 0
NCINO INC COM 63947X101   5,304,970 141,920 SH   DFND   141,920 0 0
OKTA INC CL A 679295105   15,127,006 144,590 SH   DFND   144,590 0 0
PALO ALTO NETWORKS INC COM 697435105   24,803,412 87,296 SH   DFND   87,296 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,514,104,839 71,118,123 SH   DFND   71,118,123 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   15,159,954 184,495 SH   DFND   184,495 0 0
ROBLOX CORP CL A 771049103   11,294,904 295,832 SH   DFND   295,832 0 0
SENTINELONE INC CL A 81730H109   5,074,494 217,696 SH   DFND   217,696 0 0
SERVICENOW INC COM 81762P102   29,947,834 39,281 SH   DFND   39,281 0 0
SHOPIFY INC CL A 82509L107   9,183,770 119,007 SH   DFND   119,007 0 0
SMARTSHEET INC COM CL A 83200N103   81,727,800 2,122,800 SH   DFND   2,122,800 0 0
SYNOPSYS INC COM 871607107   22,910,864 40,089 SH   DFND   40,089 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   15,484,983 104,283 SH   DFND   104,283 0 0
VERTEX INC CL A 92538J106   15,053,001 473,960 SH   DFND   473,960 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   15,118,424 185,116 SH   DFND   185,116 0 0