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   3,307,117 26,576 SH   DFND   0 26,576 0
ADVANCED ENERGY INDS COM 007973100   932,175 2,500 SH   DFND   0 2,500 0
AGORA INC ADS 00851L103   2,019,694 506,189 SH   DFND   0 506,189 0
AMAZON COM INC COM 023135106   6,428,029 26,970 SH   DFND   0 26,970 0
AMERICAN TOWER CORP COM 03027X100   5,761,916 35,226 SH   DFND   0 35,226 0
ANALOG DEVICES INC COM 032654105   3,395,803 8,550 SH   DFND   0 8,550 0
APPIAN CORP CL A 03782L101   3,853,978 168,296 SH   DFND   0 168,296 0
ATLASSIAN CORPORATION CL A 049468101   6,575,977 84,535 SH   DFND   0 84,535 0
D R HORTON INC COM 23331A109   6,240,910 38,316 SH   DFND   0 38,316 0
DOLE PLC ORD SHS G27907107   4,686,642 341,592 SH   DFND   0 341,592 0
DOLLAR GEN CORP COM 256677105   4,195,759 36,450 SH   DFND   0 36,450 0
EAGLE MATLS INC COM 26969P108   3,277,800 14,568 SH   DFND   0 14,568 0
ENTEGRIS INC COM 29362U104   1,798,600 10,000 SH   DFND   0 10,000 0
FISERV INC COM 337738108   3,455,768 70,454 SH   DFND   0 70,454 0
GENTHERM INC COM 37253A103   2,420,172 70,952 SH   DFND   0 70,952 0
GEO GROUP INC COM 36162J106   2,285,928 77,358 SH   DFND   0 77,358 0
HCA HEALTHCARE INC COM 40412C101   5,041,277 12,930 SH   DFND   0 12,930 0
HOME DEPOT INC COM 437076102   3,322,245 9,420 SH   DFND   0 9,420 0
INTUIT COM 461202103   4,425,516 16,956 SH   DFND   0 16,956 0
LULULEMON ATHLETICA INC COM 550021109   1,193,181 10,450 SH   DFND   0 10,450 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,233,145 8,500 SH   DFND   0 8,500 0
MARVELL TECHNOLOGY INC COM 573874104   12,570,958 42,200 SH   DFND   0 42,200 0
MKS INC. COM 55306N104   4,047,680 9,100 SH   DFND   0 9,100 0
NETFLIX INC. COM 64110L106   3,230,064 45,239 SH   DFND   0 45,239 0
NVIDIA CORPORATION COM 67066G104   7,375,517 36,861 SH   DFND   0 36,861 0
NXP SEMICONDUCTORS N V COM N6596X109   2,584,632 9,197 SH   DFND   0 9,197 0
OKTA INC CL A 679295105   4,883,954 35,793 SH   DFND   0 35,793 0
OLD DOMINION FREIGHT LINE IN COM 679580100   4,611,197 21,289 SH   DFND   0 21,289 0
OMEGA FLEX INC COM 682095104   2,015,614 64,212 SH   DFND   0 64,212 0
ONTO INNOVATION INC COM 683344105   5,206,336 13,757 SH   DFND   0 13,757 0
PEGASYSTEMS INC COM 705573103   3,134,232 104,579 SH   DFND   0 104,579 0
POOL CORP COM 73278L105   2,013,613 9,370 SH   DFND   0 9,370 0
SAP SE SPON ADR 803054204   4,183,778 27,148 SH   DFND   0 27,148 0
SERVICENOW INC COM 81762P102   5,130,194 51,674 SH   DFND   0 51,674 0
UNITEDHEALTH GROUP INC COM 91324P102   7,197,464 17,317 SH   DFND   0 17,317 0
VISA INC COM CL A 92826C839   8,834,567 25,750 SH   DFND   0 25,750 0
WASTE CONNECTIONS INC COM 94106B101   4,099,573 24,594 SH   DFND   0 24,594 0
WEAVE COMMUNICATIONS INC COM 94724R108   4,706,265 785,687 SH   DFND   0 785,687 0
WORKDAY INC CL A 98138H101   2,727,884 22,283 SH   DFND   0 22,283 0