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
AMPLITUDE INC COM CL A 03213A104   1,139,820 94,356 SH   DFND 1 94,356 0 0
APPFOLIO INC COM CL A 03783C100   350,178 3,323 SH   DFND 1 3,323 0 0
ARLINGTON ASSET INVST CORP CL A NEW 041356205   188,985 64,500 SH   DFND 1 64,500 0 0
ASANA INC CL A 04342Y104   342,928 24,904 SH   DFND 1 24,904 0 0
BILL COM HLDGS INC COM 090043100   374,713 3,439 SH   DFND 1 3,439 0 0
CARRIAGE SVCS INC COM 143905107   2,365,548 85,895 SH   DFND 1 85,895 0 0
CHILDRENS PL INC NEW COM 168905107   2,983,308 81,914 SH   DFND 1 81,914 0 0
CLOUDFLARE INC CL A COM 18915M107   367,015 8,118 SH   DFND 1 8,118 0 0
COTERRA ENERGY INC COM 127097103   3,614,566 147,113 SH   DFND 1 147,113 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   358,934 3,409 SH   DFND 1 3,409 0 0
DATADOG INC CL A COM 23804L103   341,261 4,643 SH   DFND 1 4,643 0 0
DIAMONDBACK ENERGY INC COM 25278X109   4,230,469 30,929 SH   DFND 1 30,929 0 0
DIGITAL TURBINE INC COM NEW 25400W102   1,471,117 96,530 SH   DFND 1 96,530 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   324,895 12,756 SH   DFND 1 12,756 0 0
DOCUSIGN INC COM 256163106   403,402 7,279 SH   DFND 1 7,279 0 0
DOMO INC COM CL B 257554105   341,845 24,006 SH   DFND 1 24,006 0 0
DROPBOX INC CL A 26210C104   358,080 16,000 SH   DFND 1 16,000 0 0
EQT CORP COM 26884L109   3,215,778 95,057 SH   DFND 1 95,057 0 0
GITLAB INC CLASS A COM 37637K108   381,242 8,390 SH   DFND 1 8,390 0 0
GOGO INC COM 38046C109   3,044,412 206,261 SH   DFND 1 206,261 0 0
HUBSPOT INC COM 443573100   404,782 1,400 SH   DFND 1 1,400 0 0
ISHARES INC MSCI CDA ETF 464286509   1,178,444 36,005 SH   DFND 1 36,005 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,147,240 23,200 SH   DFND 1 23,200 0 0
ISHARES TR MSCI POLAND ETF 46429B606   846,219 54,736 SH   DFND 1 54,736 0 0
ISHARES INC MSCI STH AFR ETF 464286780   1,206,056 28,438 SH   DFND 1 28,438 0 0
ISHARES INC MSCI SWEDEN ETF 464286756   1,130,030 34,953 SH   DFND 1 34,953 0 0
JFROG LTD ORD SHS M6191J100   346,357 16,238 SH   DFND 1 16,238 0 0
LCI INDS COM 50189K103   1,425,764 15,422 SH   DFND 1 15,422 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   3,782,493 264,510 SH   DFND 1 264,510 0 0
MDU RES GROUP INC COM 552690109   4,494,052 148,123 SH   DFND 1 148,123 0 0
METHODE ELECTRS INC COM 591520200   3,375,093 76,067 SH   DFND 1 76,067 0 0
MONDAY COM LTD SHS M7S64H106   381,738 3,129 SH   DFND 1 3,129 0 0
MYR GROUP INC DEL COM 55405W104   2,508,908 27,250 SH   DFND 1 27,250 0 0
OKTA INC CL A 679295105   1,240,804 18,159 SH   DFND 1 18,159 0 0
OUTBRAIN INC COM 69002R103   561,838 155,204 SH   DFND 1 155,204 0 0
PAGERDUTY INC COM 69553P100   377,869 14,227 SH   DFND 1 14,227 0 0
PALO ALTO NETWORKS INC COM 697435105   727,143 5,211 SH   DFND 1 5,211 0 0
PAYPAL HLDGS INC COM 70450Y103   446,336 6,267 SH   DFND 1 6,267 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   5,557,020 606,000 SH   DFND 1 606,000 0 0
PIONEER NAT RES CO COM 723787107   3,965,764 17,364 SH   DFND 1 17,364 0 0
QUANTA SVCS INC COM 74762E102   1,967,783 13,809 SH   DFND 1 13,809 0 0
RAPID7 INC COM 753422104   761,798 22,419 SH   DFND 1 22,419 0 0
RINGCENTRAL INC CL A 76680R206   364,585 10,299 SH   DFND 1 10,299 0 0
SEMLER SCIENTIFIC INC COM 81684M104   1,690,854 51,238 SH   DFND 1 51,238 0 0
SENTINELONE INC CL A 81730H109   366,034 25,088 SH   DFND 1 25,088 0 0
SERVICENOW INC COM 81762P102   478,349 1,232 SH   DFND 1 1,232 0 0
SMARTSHEET INC COM CL A 83200N103   3,099,757 78,754 SH   DFND 1 78,754 0 0
TABOOLA.COM LTD ORD SHS M8744T106   1,809,731 587,575 SH   DFND 1 587,575 0 0
TENABLE HLDGS INC COM 88025T102   859,405 22,527 SH   DFND 1 22,527 0 0
TRUEBLUE INC COM 89785X101   1,792,569 91,551 SH   DFND 1 91,551 0 0
TSCAN THERAPEUTICS INC COM 89854M101   55,123 35,563 SH   DFND 1 35,563 0 0
VARONIS SYS INC COM 922280102   1,465,942 61,234 SH   DFND 1 61,234 0 0
VILLAGE SUPER MKT INC CL A NEW 927107409   1,027,415 44,114 SH   DFND 1 44,114 0 0
WORKDAY INC CL A 98138H101   411,799 2,461 SH   DFND 1 2,461 0 0
WORKIVA INC COM CL A 98139A105   382,819 4,559 SH   DFND 1 4,559 0 0
YEXT INC COM 98585N106   414,133 63,420 SH   DFND 1 63,420 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   403,474 13,400 SH   DFND 1 13,400 0 0
ZSCALER INC COM 98980G102   372,627 3,330 SH   DFND 1 3,330 0 0