The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADVANCED MICRO DEVICES | COM | 007903107 | 3,551,844 | 16,585 | SH | DFND | 1,15 | 16,585 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 88,816,880 | 283,760 | SH | DFND | 1,15 | 283,760 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 81,634,109 | 353,670 | SH | DFND | 1,12,15 | 353,670 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 10,364,558 | 44,550 | SH | DFND | 1,15 | 44,550 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,392,268 | 52,940 | SH | DFND | 1,15 | 52,940 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 8,261,033 | 12,260 | SH | DFND | 1,15 | 12,260 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 20,769,461 | 60,010 | SH | DFND | 1,12,15 | 60,010 | 0 | 0 | ||
| CELESTICA | COM | 15101Q207 | 3,197,022 | 10,815 | SH | DFND | 1,15 | 10,815 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 4,548,351 | 12,875 | SH | DFND | 1,15 | 12,875 | 0 | 0 | ||
| HINGE HEALTH INC | CL A | 433313103 | 435,476,368 | 9,375,164 | SH | DFND | 1,8,9 | 9,375,164 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 3,857,711 | 104,545 | SH | DFND | 1,15 | 104,545 | 0 | 0 | ||
| KYVERNA THERAPEUTICS INC | COM | 501976104 | 9,297,108 | 989,054 | SH | DFND | 1,13,14 | 989,054 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 36,763,713 | 55,695 | SH | DFND | 1,12,15 | 55,695 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 88,359,792 | 182,705 | SH | DFND | 1,12,15 | 182,705 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 8,557,479 | 20,390 | SH | DFND | 1,15 | 20,390 | 0 | 0 | ||
| NETSKOPE | CL A | 64119N608 | 3,069,500 | 175,000 | SH | DFND | 1,15 | 175,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 102,507,860 | 549,640 | SH | DFND | 1,12,15 | 549,640 | 0 | 0 | ||
| PALO ALTO NETWORKS | COM | 697435105 | 9,524,061 | 51,705 | SH | DFND | 1,15 | 51,705 | 0 | 0 | ||
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | 25,435,846 | 6,968,725 | SH | DFND | 1,10,11 | 6,968,725 | 0 | 0 | ||
| ROBINHOOD MARKETS | COM CL A | 770700102 | 4,717,967 | 41,715 | SH | DFND | 1,15 | 41,715 | 0 | 0 | ||
| SAMSARA INC | COM CL A | 79589L106 | 6,616,388 | 186,640 | SH | DFND | 1,15 | 186,640 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 4,592,474 | 28,530 | SH | DFND | 1,15 | 28,530 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 4,366,939 | 7,520 | SH | DFND | 1,15 | 7,520 | 0 | 0 | ||
| STUBHUB HLDGS INC | CL A | 86384P109 | 46,507,751 | 3,437,380 | SH | DFND | 1,10,11 | 3,437,380 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 7,125,652 | 15,170 | SH | DFND | 1,15 | 15,170 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 68,443,625 | 225,225 | SH | DFND | 1,12,15 | 225,225 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 3,660,721 | 8,140 | SH | DFND | 1,15 | 8,140 | 0 | 0 | ||
| UDEMY INC | COM | 902685106 | 222,488,721 | 38,032,260 | SH | DFND | 1,2,3,10,11,12 | 38,032,260 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM | 92537N108 | 3,204,558 | 19,780 | SH | DFND | 1,15 | 19,780 | 0 | 0 | ||
| VISA | COM CL A | 92826C839 | 7,152,730 | 20,395 | SH | DFND | 1,15 | 20,395 | 0 | 0 | ||