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
ALPHABET INC CAP STK CL A 02079K305   21,125,390 86,900 SH   DFND 15 86,900 0 0
AMAZON COM INC COM 023135106   78,759,759 358,700 SH   DFND 12,15 358,700 0 0
APPFOLIO INC COM CL A 03783C100   42,065,716 152,600 SH   DFND 12,15 152,600 0 0
APPLOVIN CORP COM CL A 03831W108   12,143,326 16,900 SH   DFND 15 16,900 0 0
ATLASSIAN CORPORATION CL A 049468101   3,896,680 24,400 SH   DFND 15 24,400 0 0
BROADCOM INC COM 11135F101   17,389,556 52,710 SH   DFND 12,15 52,710 0 0
CLOUDFLARE INC CL A COM 18915M107   2,575,080 12,000 SH   DFND 15 12,000 0 0
HINGE HEALTH INC CL A 433313103   541,332,964 11,029,604 SH   DFND 1,8,9 11,029,604 0 0
INTUIT COM 461202103   5,190,116 7,600 SH   DFND 15 7,600 0 0
KYVERNA THERAPEUTICS INC COM 501976104   5,934,324 989,054 SH   DFND 1,13,14 989,054 0 0
MONGODB INC CL A 60937P106   14,401,632 46,400 SH   DFND 12,15 46,400 0 0
META PLATFORMS INC CL A 30303M102   62,378,237 84,940 SH   DFND 12,15 84,940 0 0
MICROSOFT CORP COM 594918104   112,617,869 217,430 SH   DFND 12,15 217,430 0 0
NETSKOPE CL A 64119N608   3,977,750 175,000 SH   DFND 15 175,000 0 0
NVIDIA CORPORATION COM 67066G104   86,983,596 466,200 SH   DFND 12,15 466,200 0 0
ORACLE COM 68389X105   9,787,152 34,800 SH   DFND 15 34,800 0 0
PALO ALTO NETWORKS COM 697435105   5,294,120 26,000 SH   DFND 15 26,000 0 0
THE REAL BROKERAGE INC COM NEW 75585H206   31,866,067 7,623,461 SH   DFND 1,10,11 7,623,461 0 0
ROBINHOOD MARKETS COM CL A 770700102   5,798,790 40,500 SH   DFND 15 40,500 0 0
SAMSARA INC COM CL A 79589L106   7,718,200 207,200 SH   DFND 15 207,200 0 0
SENTINELONE INC CL A 81730H109   148,364,708 8,425,026 SH   DFND 1,8,9,10,11 8,425,026 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   5,095,400 7,300 SH   DFND 15 7,300 0 0
SYNOPSYS INC COM 871607107   6,167,375 12,500 SH   DFND 15 12,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   59,497,149 213,030 SH   DFND 12,15 213,030 0 0
UDEMY INC COM 902685106   266,606,143 38,032,260 SH   DFND 1,2,3,10,11,12 38,032,260 0 0
STUBHUB HLDGS INC CL A 86384P109   57,885,479 3,437,380 SH   DFND 1,10,11 3,437,380 0 0
VISA COM CL A 92826C839   5,223,114 15,300 SH   DFND 15 15,300 0 0