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
AMAZON COM INC COM 023135106   21,251,509 109,969 SH   DFND   109,969 0 0
APPFOLIO INC COM CL A 03783C100   8,143,447 33,297 SH   DFND   33,297 0 0
ARISTA NETWORKS INC COM 040413106   22,840,431 65,169 SH   DFND   65,169 0 0
AUTODESK INC COM 052769106   22,536,014 91,073 SH   DFND   91,073 0 0
BRAZE INC COM CL A 10576N102   5,499,977 141,606 SH   DFND   141,606 0 0
BROADCOM INC COM 11135F101   22,601,046 14,077 SH   DFND   14,077 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   20,814,056 67,633 SH   DFND   67,633 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   24,206,693 88,533 SH   DFND   88,533 0 0
DATADOG INC CL A COM 23804L103   20,887,093 161,054 SH   DFND   161,054 0 0
DELL TECHNOLOGIES INC CL C 24703L202   19,890,897 144,231 SH   DFND   144,231 0 0
DOORDASH INC CL A 25809K105   7,469,596 68,667 SH   DFND   68,667 0 0
DYNATRACE INC COM NEW 268150109   5,236,951 117,053 SH   DFND   117,053 0 0
ELASTIC N V ORD SHS N14506104   11,368,104 99,799 SH   DFND   99,799 0 0
GE VERNOVA INC COM 36828A101   16,094,841 93,842 SH   DFND   93,842 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   18,557,788 134,584 SH   DFND   134,584 0 0
HUBSPOT INC COM 443573100   25,322,634 42,935 SH   DFND   42,935 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   631,897,210 65,010,001 SH   DFND   65,010,001 0 0
JAMF HLDG CORP COM 47074L105   748,419,573 45,358,762 SH   DFND   45,358,762 0 0
MICROSOFT CORP COM 594918104   21,474,160 48,046 SH   DFND   48,046 0 0
MONDAY COM LTD SHS M7S64H106   14,406,115 59,836 SH   DFND   59,836 0 0
NCINO INC COM 63947X101   6,487,097 206,267 SH   DFND   206,267 0 0
NETAPP INC COM 64110D104   21,724,567 168,669 SH   DFND   168,669 0 0
NVIDIA CORPORATION COM 67066G104   20,380,270 164,969 SH   DFND   164,969 0 0
OKTA INC CL A 679295105   22,835,785 243,946 SH   DFND   243,946 0 0
ORACLE CORP COM 68389X105   22,354,078 158,315 SH   DFND   158,315 0 0
PALO ALTO NETWORKS INC COM 697435105   17,409,520 51,354 SH   DFND   51,354 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   1,592,334,774 71,118,123 SH   DFND   71,118,123 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   6,765,145 102,023 SH   DFND   102,023 0 0
ROBLOX CORP CL A 771049103   9,714,415 261,070 SH   DFND   261,070 0 0
SERVICENOW INC COM 81762P102   17,158,059 21,811 SH   DFND   21,811 0 0
SHOPIFY INC CL A 82509L107   7,974,877 120,740 SH   DFND   120,740 0 0
SMARTSHEET INC COM CL A 83200N103   285,050,902 6,466,672 SH   DFND   6,466,672 0 0
SYNOPSYS INC COM 871607107   26,509,328 44,549 SH   DFND   44,549 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   15,007,515 173,357 SH   DFND   173,357 0 0