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   16,924,263 141,389 SH   DFND   141,389 0 0
AMAZON COM INC COM 023135106   24,554,219 188,357 SH   DFND   188,357 0 0
ARISTA NETWORKS INC COM 040413106   11,960,028 73,800 SH   DFND   73,800 0 0
BILL HOLDINGS INC COM 090043100   26,128,829 223,610 SH   DFND   223,610 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   20,157,229 85,951 SH   DFND   85,951 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,174,867 84,276 SH   DFND   84,276 0 0
DATADOG INC CL A COM 23804L103   27,145,600 275,926 SH   DFND   275,926 0 0
DYNATRACE INC COM NEW 268150109   17,141,466 333,038 SH   DFND   333,038 0 0
FIVE9 INC COM 338307101   23,758,957 288,162 SH   DFND   288,162 0 0
GITLAB INC CLASS A COM 37637K108   11,955,242 233,912 SH   DFND   233,912 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   27,424,482 360,469 SH   DFND   360,469 0 0
HUBSPOT INC COM 443573100   35,345,142 66,427 SH   DFND   66,427 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   1,396,326,818 77,660,001 SH   DFND   77,660,001 0 0
JAMF HLDG CORP COM 47074L105   1,060,234,344 54,315,285 SH   DFND   54,315,285 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   23,042,874 1,361,872 SH   DFND   1,361,872 0 0
MICROSOFT CORP COM 594918104   25,523,814 74,951 SH   DFND   74,951 0 0
MONGODB INC CL A 60937P106   23,545,617 57,290 SH   DFND   57,290 0 0
NCINO INC COM 63947X101   5,769,004 191,534 SH   DFND   191,534 0 0
PALO ALTO NETWORKS INC COM 697435105   31,918,054 124,919 SH   DFND   124,919 0 0
PAYCOM SOFTWARE INC COM 70432V102   3,110,888 9,684 SH   DFND   9,684 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,361,200,874 71,118,123 SH   DFND   71,118,123 0 0
SENTINELONE INC CL A 81730H109   26,686,955 1,767,348 SH   DFND   1,767,348 0 0
SERVICENOW INC COM 81762P102   31,732,760 56,467 SH   DFND   56,467 0 0
SHOPIFY INC CL A 82509L107   21,375,817 330,895 SH   DFND   330,895 0 0
SMARTSHEET INC COM CL A 83200N103   28,133,190 735,316 SH   DFND   735,316 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   27,101,280 184,162 SH   DFND   184,162 0 0
THE TRADE DESK INC COM CL A 88339J105   14,426,549 186,824 SH   DFND   186,824 0 0
TOAST INC CL A 888787108   5,977,145 264,827 SH   DFND   264,827 0 0
WORKDAY INC CL A 98138H101   29,703,180 131,494 SH   DFND   131,494 0 0
WORKIVA INC COM CL A 98139A105   12,255,316 120,552 SH   DFND   120,552 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   12,750,258 253,686 SH   DFND   253,686 0 0
ZSCALER INC COM 98980G102   12,621,740 86,273 SH   DFND   86,273 0 0