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
ADOBE INC COM 00724F101   8,824,298 25,213 SH   DFND   25,213 0 0
AGORA INC ADS 00851L103   2,042,888 501,938 SH   DFND   501,938 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,907,876 47,127 SH   DFND   47,127 0 0
AMAZON COM INC COM 023135106   9,848,859 42,669 SH   DFND   42,669 0 0
AMERICAN TOWER CORP NEW COM 03027X100   8,046,900 45,833 SH   DFND   45,833 0 0
APPIAN CORP CL A 03782L101   6,710,425 189,453 SH   DFND   189,453 0 0
ATLASSIAN CORPORATION CL A 049468101   9,094,757 56,092 SH   DFND   56,092 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,091,500 19,600 SH   DFND   19,600 0 0
D R HORTON INC COM 23331A109   8,945,991 62,112 SH   DFND   62,112 0 0
DOLE PLC ORD SHS G27907107   9,179,411 612,369 SH   DFND   612,369 0 0
DOLLAR TREE INC COM 256746108   7,273,458 59,129 SH   DFND   59,129 0 0
EAGLE MATLS INC COM 26969P108   4,235,493 20,493 SH   DFND   20,493 0 0
ENTEGRIS INC COM 29362U104   3,963,457 47,044 SH   DFND   47,044 0 0
FISERV INC COM 337738108   10,602,852 157,851 SH   DFND   157,851 0 0
GEO GROUP INC NEW COM 36162J106   7,739,696 480,130 SH   DFND   480,130 0 0
LAM RESEARCH CORP COM NEW 512807306   8,319,348 48,600 SH   DFND   48,600 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   4,828,383 28,190 SH   DFND   28,190 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,711,425 90,744 SH   DFND   90,744 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   6,377,225 100,082 SH   DFND   100,082 0 0
MKS INC. COM 55306N104   8,395,732 52,539 SH   DFND   52,539 0 0
NVIDIA CORPORATION COM 67066G104   9,101,200 48,800 SH   DFND   48,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109   3,690,020 17,000 SH   DFND   17,000 0 0
OKTA INC CL A 679295105   14,449,223 167,101 SH   DFND   167,101 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   8,762,611 55,884 SH   DFND   55,884 0 0
PEGASYSTEMS INC COM 705573103   9,638,927 161,402 SH   DFND   161,402 0 0
SERVICENOW INC COM 81762P102   5,943,772 38,800 SH   DFND   38,800 0 0
TEXAS INSTRS INC COM 882508104   7,430,750 42,831 SH   DFND   42,831 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,964,521 36,281 SH   DFND   36,281 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,341,783 28,299 SH   DFND   28,299 0 0
VARONIS SYS INC COM 922280102   4,571,828 139,385 SH   DFND   139,385 0 0
VISA INC COM CL A 92826C839   10,778,721 30,734 SH   DFND   30,734 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   8,677,807 853,275 SH   DFND   853,275 0 0