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 | 3,873,307 | 19,040 | SH | DFND | 1,15 | 19,040 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 82,659,122 | 287,450 | SH | DFND | 1,12,15 | 287,450 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 80,886,861 | 388,375 | SH | DFND | 1,12,15 | 388,375 | 0 | 0 | ||
| APPLIED MATERIAL INC | COM | 038222105 | 12,767,565 | 37,355 | SH | DFND | 1,15 | 37,355 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 6,786,546 | 15,980 | SH | DFND | 1,15 | 15,980 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 11,114,245 | 82,030 | SH | DFND | 1,15 | 82,030 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 19,115,338 | 61,760 | SH | DFND | 1,12,15 | 61,760 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 6,767,952 | 32,800 | SH | DFND | 1,15 | 32,800 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 7,113,894 | 25,475 | SH | DFND | 1,15 | 25,475 | 0 | 0 | ||
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 | 275,539,510 | 13,526,731 | SH | DFND | 1,4,5 | 13,526,731 | 0 | 0 | ||
| HINGE HEALTH INC | CL A | 433313103 | 361,506,324 | 9,375,164 | SH | DFND | 1,8,9 | 9,375,164 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 5,525,297 | 125,205 | SH | DFND | 1,15 | 125,205 | 0 | 0 | ||
| KYVERNA THERAPEUTICS INC | COM | 501976104 | 8,535,536 | 989,054 | SH | DFND | 1,13,14 | 989,054 | 0 | 0 | ||
| LUMENTUM HOLDINGS INC | COM | 55024U109 | 4,195,477 | 5,970 | SH | DFND | 1,15 | 5,970 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 4,794,491 | 21,590 | SH | DFND | 1,15 | 21,590 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 60,047,904 | 104,955 | SH | DFND | 1,12,15 | 104,955 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 223,073 | 660 | SH | DFND | 1 | 660 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 25,643,527 | 69,275 | SH | DFND | 1,12,15 | 69,275 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 116,839,280 | 669,950 | SH | DFND | 1,12,15 | 669,950 | 0 | 0 | ||
| PALO ALTO NETWORKS | COM | 697435105 | 4,974,730 | 31,030 | SH | DFND | 1,15 | 31,030 | 0 | 0 | ||
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | 17,421,813 | 6,968,725 | SH | DFND | 1,10,11 | 6,968,725 | 0 | 0 | ||
| ROBINHOOD MARKETS | COM CL A | 770700102 | 2,913,026 | 42,035 | SH | DFND | 1,15 | 42,035 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 11,228,569 | 94,660 | SH | DFND | 1,15 | 94,660 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 15,226,174 | 31,400 | SH | DFND | 1,15 | 31,400 | 0 | 0 | ||
| STUBHUB HLDGS INC | CL A | 86384P109 | 21,449,251 | 3,437,380 | SH | DFND | 1,10,11 | 3,437,380 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 77,431,544 | 229,115 | SH | DFND | 1,12,15 | 229,115 | 0 | 0 | ||
| TEXAS INSTRUMENTS | COM | 882508104 | 4,381,740 | 22,570 | SH | DFND | 1,15 | 22,570 | 0 | 0 | ||
| UDEMY INC | COM | 902685106 | 175,709,041 | 38,032,260 | SH | DFND | 1,2,3,10,11,12 | 38,032,260 | 0 | 0 | ||