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
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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
ADVANCED MICRO DEVICES INC COM 007903107   1,837,696 11,200 SH   DFND 12 0 11,200 0
ALPHABET INC CAP STK CL A 02079K305   21,825,860 131,600 SH   DFND 12,15 0 131,600 0
AMAZON COM INC COM 023135106   76,376,667 409,900 SH   DFND 12,15 0 409,900 0
APPFOLIO INC COM CL A 03783C100   12,019,760 51,061 SH   DFND 12,15 0 51,061 0
APPLE INC COM 037833100   62,863,400 269,800 SH   DFND 1,12 0 269,800 0
ATLASSIAN CORPORATION CL A 049468101   17,421,457 109,700 SH   DFND 12,15 0 109,700 0
BROADCOM INC COM 11135F101   6,279,000 36,400 SH   DFND 15 0 36,400 0
DATADOG INC CL A COM 23804L103   16,062,376 139,600 SH   DFND 12,15 0 139,600 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   219,754,741 49,831,007 SH   DFND 1,4,5,6,7 0 49,831,007 0
KYVERNA THERAPEUTICS INC COM 501976104   4,464,154 912,915 SH   DFND 1,13,14 0 912,915 0
MONGODB INC CL A 60937P106   2,946,815 10,900 SH   DFND 12 0 10,900 0
META PLATFORMS INC CL A 30303M102   76,781,377 134,130 SH   DFND 12,15 0 134,130 0
MICROSOFT CORP COM 594918104   70,810,168 164,560 SH   DFND 12,15 0 164,560 0
NCINO INC COM 63947X101   505,865,423 16,013,467 SH   DFND 1,4,5,6,7,8,9 0 16,013,467 0
NVIDIA CORPORATION COM 67066G104   66,209,088 545,200 SH   DFND 12,15 0 545,200 0
OKTA INC CL A 679295105   16,641,009 223,850 SH   DFND 12,15 0 223,850 0
PTC INC COM 69370C100   3,035,088 16,800 SH   DFND 15 0 16,800 0
SENTINELONE INC CL A 81730H109   577,577,822 24,146,230 SH   DFND 1,8,9,10,11 0 24,146,230 0
SERVICENOW INC COM 81762P102   3,309,243 3,700 SH   DFND 12 0 3,700 0
SHOPIFY INC CL A 82509L107   4,415,714 55,100 SH   DFND 12 0 55,100 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   2,100,621 5,700 SH   DFND 15 0 5,700 0
SYNOPSYS INC COM 871607107   10,178,439 20,100 SH   DFND 12,15 0 20,100 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   35,307,112 203,300 SH   DFND 12,15 0 203,300 0
THE REAL BROKERAGE INC COM NEW 75585H206   191,884,013 34,573,696 SH   DFND 1,10,11 0 34,573,696 0
UBER TECHNOLOGIES INC COM 90353T100   4,479,536 59,600 SH   DFND 12 0 59,600 0
UDEMY INC COM 902685106   282,960,015 38,032,260 SH   DFND 1,2,3,10,11,15 0 38,032,260 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,203,578 32,200 SH   DFND 12 0 32,200 0
ZSCALER INC COM 98980G102   1,709,400 10,000 SH   DFND 12 0 10,000 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,510,640 36,000 SH   DFND 12 0 36,000 0