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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,948,549 19,913 SH   DFND   0 19,913 0
AGORA INC ADS 00851L103   583,636 164,869 SH   DFND   0 164,869 0
AMAZON COM INC COM 023135106   4,351,802 20,895 SH   DFND   0 20,895 0
AMERICAN TOWER CORP COM 03027X100   5,207,774 30,176 SH   DFND   0 30,176 0
APPIAN CORP CL A 03782L101   3,554,441 147,426 SH   DFND   0 147,426 0
ATLASSIAN CORPORATION CL A 049468101   6,690,479 98,029 SH   DFND   0 98,029 0
BUILDERS FIRSTSOURCE INC COM 12008R107   790,368 9,600 SH   DFND   0 9,600 0
COMMVAULT SYS INC COM 204166102   3,246,222 41,677 SH   DFND   0 41,677 0
D R HORTON INC COM 23331A109   5,137,242 37,438 SH   DFND   0 37,438 0
DICKS SPORTING GOODS INC COM 253393102   1,908,343 9,624 SH   DFND   0 9,624 0
DOLE PLC ORD SHS G27907107   4,769,459 333,762 SH   DFND   0 333,762 0
EAGLE MATLS INC COM 26969P108   3,174,424 16,756 SH   DFND   0 16,756 0
ENTEGRIS INC COM 29362U104   3,520,014 30,024 SH   DFND   0 30,024 0
FISERV INC COM 337738108   2,021,299 36,224 SH   DFND   0 36,224 0
GEO GROUP INC COM 36162J106   4,488,152 266,993 SH   DFND   0 266,993 0
GITLAB INC CLASS A COM 37637K108   1,168,560 54,000 SH   DFND   0 54,000 0
INTUIT COM 461202103   6,522,885 15,086 SH   DFND   0 15,086 0
KNOWLES CORP COM 49926D109   1,613,166 62,818 SH   DFND   0 62,818 0
LAM RESEARCH CORP COM NEW 512807306   77,131 361 SH   DFND   0 361 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,887,595 8,500 SH   DFND   0 8,500 0
MARTEN TRANS LTD COM 573075108   595,340 45,342 SH   DFND   0 45,342 0
MARVELL TECHNOLOGY INC COM 573874104   5,858,213 59,144 SH   DFND   0 59,144 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,129,416 32,958 SH   DFND   0 32,958 0
MKS INC. COM 55306N104   7,866,396 34,230 SH   DFND   0 34,230 0
MONDAY COM LTD SHS M7S64H106   1,625,951 23,527 SH   DFND   0 23,527 0
NETFLIX INC. COM 64110L106   2,815,945 29,287 SH   DFND   0 29,287 0
NVIDIA CORPORATION COM 67066G104   6,041,739 34,643 SH   DFND   0 34,643 0
OKTA INC CL A 679295105   4,772,974 60,640 SH   DFND   0 60,640 0
OLD DOMINION FREIGHT LINE IN COM 679580100   5,402,028 27,646 SH   DFND   0 27,646 0
OMEGA FLEX INC COM 682095104   514,892 16,588 SH   DFND   0 16,588 0
ONTO INNOVATION INC COM 683344105   2,366,508 11,540 SH   DFND   0 11,540 0
PEGASYSTEMS INC COM 705573103   4,407,471 103,559 SH   DFND   0 103,559 0
SALESFORCE INC COM 79466L302   6,098,136 32,668 SH   DFND   0 32,668 0
SAP SE SPON ADR 803054204   5,353,394 31,268 SH   DFND   0 31,268 0
SERVICENOW INC COM 81762P102   8,587,528 82,138 SH   DFND   0 82,138 0
TEXAS INSTRS INC COM 882508104   5,647,144 29,088 SH   DFND   0 29,088 0
UNITEDHEALTH GROUP INC COM 91324P102   4,427,123 16,361 SH   DFND   0 16,361 0
VISA INC COM CL A 92826C839   6,577,649 21,763 SH   DFND   0 21,763 0
WASTE CONNECTIONS INC COM 94106B101   2,417,270 14,881 SH   DFND   0 14,881 0
WEAVE COMMUNICATIONS INC COM 94724R108   3,399,373 735,795 SH   DFND   0 735,795 0
WORKDAY INC CL A 98138H101   4,799,635 36,943 SH   DFND   0 36,943 0