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
DUOLINGO INC CL A COM 26603R106   5,554,220 38,857 SH   DFND 2 38,857 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   3,127,978 778,104 SH   DFND 2 778,104 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   6,026,848 92,621 SH   DFND 2 92,621 0 0
TWILIO INC CL A 90138F102   2,056,008 32,317 SH   DFND 2 32,317 0 0
FIVERR INTL LTD ORD SHS M4R82T106   1,905,102 73,245 SH   DFND 2 73,245 0 0
DLOCAL LTD CLASS A COM G29018101   2,475,968 202,782 SH   DFND 2 202,782 0 0
MONDAY COM LTD SHS M7S64H106   7,490,704 43,749 SH   DFND 2 43,749 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,057,901 25,275 SH   DFND 2 25,725 0 0
BLOCK INC CL A 852234103   3,296,080 49,513 SH   DFND 2 49,513 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   48,196,810 98,564 SH   DFND   98,564 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   10,291,026 30,096 SH   DFND   30,096 0 0
NVIDIA CORPORATION COM 67066G104   648,067 1,532 SH   DFND   1,532 0 0
MICROSOFT CORP COM 594918104   12,211,764 35,860 SH   DFND   35,860 0 0
BLACKSTONE INC COM 09260D107   30,101,455 323,776 SH   DFND   323,776 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   21,585,841 190,890 SH   DFND   190,890 0 0
BOOKING HOLDINGS INC COM 09857L108   13,272,122 4,915 SH   DFND   4,915 0 0
NETFLIX INC COM 64110L106   23,231,883 52,741 SH   DFND   52,741 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   41,579,632 57,371 SH   DFND   57,371 0 0
SAP SE SPON ADR 803054204   22,991,194 168,052 SH   DFND   168,052 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   20,318,198 139,596 SH   DFND   139,596 0 0
EXPEDIA GROUP INC COM NEW 30212P303   20,365,464 186,173 SH   DFND   186,173 0 0
MASTERCARD INCORPORATD CL A 57636Q104   4,006,154 10,186 SH   DFND   10,186 0 0
VISA INC COM CL A 92826C839   4,007,000 16,873 SH   DFND   16,873 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   3,453,685 44,964 SH   DFND   44,964 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,461,181 35,923 SH   DFND   35,923 0 0
KKR & CO INC COM 48251W104   3,362,240 60,040 SH   DFND   60,040 0 0