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
AZZ INC COM 002474104   1,948,746 44,840 SH   DFND 1 44,840 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   338,870 693 SH   DFND 1 693 0 0
AMPLITUDE INC COM CL A 03213A104   1,052,579 95,689 SH   DFND 1 95,689 0 0
APPFOLIO INC COM CL A 03783C100   572,021 3,323 SH   DFND 1 3,323 0 0
ASANA INC CL A 04342Y104   548,884 24,904 SH   DFND 1 24,904 0 0
ATLASSIAN CORPORATION CL A 049468101   285,109 1,699 SH   DFND 1 1,699 0 0
BILL HOLDINGS INC COM 090043100   401,847 3,439 SH   DFND 1 3,439 0 0
BLACKLINE INC COM 09239B109   219,962 4,087 SH   DFND 1 4,087 0 0
BOX INC CL A 10316T104   304,935 10,379 SH   DFND 1 10,379 0 0
BRAZE INC COM CL A 10576N102   358,815 8,194 SH   DFND 1 8,194 0 0
COTERRA ENERGY INC COM 127097103   3,721,959 147,113 SH   DFND 1 147,113 0 0
CARRIAGE SVCS INC COM 143905107   518,643 15,973 SH   DFND 1 15,973 0 0
CHILDRENS PL INC NEW COM 168905107   1,129,561 48,667 SH   DFND 1 48,667 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   297,594 18,752 SH   DFND 1 18,752 0 0
CLOUDFLARE INC CL A COM 18915M107   530,674 8,118 SH   DFND 1 8,118 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   500,680 3,409 SH   DFND 1 3,409 0 0
DATADOG INC CL A COM 23804L103   456,778 4,643 SH   DFND 1 4,643 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103   257,312 23,392 SH   DFND 1 23,392 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,062,833 30,929 SH   DFND 1 30,929 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   512,026 12,756 SH   DFND 1 12,756 0 0
DOCUSIGN INC COM 256163106   371,884 7,279 SH   DFND 1 7,279 0 0
DOMO INC COM CL B 257554105   351,928 24,006 SH   DFND 1 24,006 0 0
DROPBOX INC CL A 26210C104   426,720 16,000 SH   DFND 1 16,000 0 0
EQT CORP COM 26884L109   3,909,694 95,057 SH   DFND 1 95,057 0 0
FIVE9 INC COM 338307101   359,152 4,356 SH   DFND 1 4,356 0 0
FRESHWORKS INC CLASS A COM 358054104   332,385 18,907 SH   DFND 1 18,907 0 0
GITLAB INC CLASS A COM 37637K108   428,813 8,390 SH   DFND 1 8,390 0 0
GOGO INC COM 38046C109   6,478,837 380,884 SH   DFND 1 380,884 0 0
HUBSPOT INC COM 443573100   744,926 1,400 SH   DFND 1 1,400 0 0
ISHARES INC MSCI CDA ETF 464286509   1,259,815 36,005 SH   DFND 1 36,005 0 0
ISHARES INC MSCI SWEDEN ETF 464286756   1,238,035 34,953 SH   DFND 1 34,953 0 0
ISHARES INC MSCI STH AFR ETF 464286780   1,131,264 28,438 SH   DFND 1 28,438 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,442,576 23,200 SH   DFND 1 23,200 0 0
ISHARES TR MSCI POLAND ETF 46429B606   1,470,857 76,687 SH   DFND 1 76,687 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   1,130,073 61,052 SH   DFND 1 61,052 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   635,448 14,608 SH   DFND 1 14,608 0 0
LCI INDS COM 50189K103   1,299,107 10,281 SH   DFND 1 10,281 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   4,475,509 264,510 SH   DFND 1 264,510 0 0
LORDSTOWN MOTORS CORP CL A NEW 54405Q209   97,980 46,000 SH   DFND 1 46,000 0 0
MDU RES GROUP INC COM 552690109   1,223,629 58,435 SH   DFND 1 58,435 0 0
METHODE ELECTRS INC COM 591520200   2,549,766 76,067 SH   DFND 1 76,067 0 0
MONGODB INC CL A 60937P106   505,107 1,229 SH   DFND 1 1,229 0 0
NCINO INC COM 63947X101   347,374 11,533 SH   DFND 1 11,533 0 0
NEW RELIC INC COM 64829B100   241,866 3,696 SH   DFND 1 3,696 0 0
OKTA INC CL A 679295105   1,454,061 20,967 SH   DFND 1 20,967 0 0
OLO INC CL A 68134L109   222,625 34,462 SH   DFND 1 34,462 0 0
OUTBRAIN INC COM 69002R103   763,604 155,204 SH   DFND 1 155,204 0 0
PAGERDUTY INC COM 69553P100   319,823 14,227 SH   DFND 1 14,227 0 0
PAYCOM SOFTWARE INC COM 70432V102   271,127 844 SH   DFND 1 844 0 0
PAYPAL HLDGS INC COM 70450Y103   353,802 5,302 SH   DFND 1 5,302 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   4,405,620 606,000 SH   DFND 1 606,000 0 0
PIONEER NAT RES CO COM 723787107   3,597,474 17,364 SH   DFND 1 17,364 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   286,894 4,409 SH   DFND 1 4,409 0 0
QUALYS INC COM 74758T303   285,078 2,207 SH   DFND 1 2,207 0 0
RAPID7 INC COM 753422104   1,015,132 22,419 SH   DFND 1 22,419 0 0
RINGCENTRAL INC CL A 76680R206   337,086 10,299 SH   DFND 1 10,299 0 0
SPDR SER TR S&P REGL BKG 78464A698   10,015,027 245,286 SH   DFND 1 245,286 0 0
SALESFORCE INC COM 79466L302   304,426 1,441 SH   DFND 1 1,441 0 0
SENTINELONE INC CL A 81730H109   378,829 25,088 SH   DFND 1 25,088 0 0
SERVICENOW INC COM 81762P102   578,829 1,030 SH   DFND 1 1,030 0 0
SMARTSHEET INC COM CL A 83200N103   587,750 15,362 SH   DFND 1 15,362 0 0
SNOWFLAKE INC CL A 833445109   337,178 1,916 SH   DFND 1 1,916 0 0
SPROUT SOCIAL INC COM CL A 85209W109   207,489 4,495 SH   DFND 1 4,495 0 0
SQUARESPACE INC CLASS A 85225A107   306,821 9,728 SH   DFND 1 9,728 0 0
TENABLE HLDGS INC COM 88025T102   981,051 22,527 SH   DFND 1 22,527 0 0
TRUEBLUE INC COM 89785X101   1,621,368 91,551 SH   DFND 1 91,551 0 0
TSCAN THERAPEUTICS INC COM 89854M101   88,908 35,563 SH   DFND 1 35,563 0 0
2U INC COM 90214J101   124,180 30,814 SH   DFND 1 30,814 0 0
UIPATH INC CL A 90364P105   269,080 16,239 SH   DFND 1 16,239 0 0
VEEVA SYS INC CL A COM 922475108   301,736 1,526 SH   DFND 1 1,526 0 0
VILLAGE SUPER MKT INC CL A NEW 927107409   1,006,681 44,114 SH   DFND 1 44,114 0 0
VIMEO INC COMMON STOCK 92719V100   312,848 75,934 SH   DFND 1 75,934 0 0
WORKDAY INC CL A 98138H101   555,915 2,461 SH   DFND 1 2,461 0 0
WORKIVA INC COM CL A 98139A105   463,468 4,559 SH   DFND 1 4,559 0 0
YEXT INC COM 98585N106   717,280 63,420 SH   DFND 1 63,420 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   340,226 13,400 SH   DFND 1 13,400 0 0
ZSCALER INC COM 98980G102   487,179 3,330 SH   DFND 1 3,330 0 0
JFROG LTD ORD SHS M6191J100   449,793 16,238 SH   DFND 1 16,238 0 0
MONDAY COM LTD SHS M7S64H106   535,747 3,129 SH   DFND 1 3,129 0 0
TABOOLA.COM LTD ORD SHS M8744T106   1,827,358 587,575 SH   DFND 1 587,575 0 0
ELASTIC N V ORD SHS N14506104   308,481 4,811 SH   DFND 1 4,811 0 0