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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES COM 007903107 11,833,137 20,370 SH DFND 1,15 20,370 0 0
ALPHABET INC CAP STK CL A 02079K305 93,105,606 260,530 SH DFND 1,12,15 260,530 0 0
AMAZON COM INC COM 023135106 96,505,058 404,905 SH DFND 1,12,15 404,905 0 0
APPLE INC COM 037833100 37,920,628 131,050 SH DFND 1,15 131,050 0 0
APPLIED MATERIAL INC COM 038222105 22,843,185 31,595 SH DFND 1,15 31,595 0 0
AXON ENTERPRISE INC COM 05464C101 8,983,775 16,025 SH DFND 1,15 16,025 0 0
BLOOM ENERGY CORP COM CL A 093712107 26,554,358 87,725 SH DFND 1,15 87,725 0 0
BROADCOM INC COM 11135F101 14,885,239 39,405 SH DFND 1,15 39,405 0 0
CONSTELLATION ENERGY CORP COM 21037T109 6,766,841 27,245 SH DFND 1,15 27,245 0 0
COURSERA COM 22266M104 50,435,706 8,942,501 SH DFND 1,2,3,10,11 8,942,501 0 0
EQUIPMENTSHARE COM INC COM CL A 29445S100 265,935,531 13,526,731 SH DFND 1,4,5 13,526,731 0 0
HAWKEYE 360 INC COM SHS 420201105 183,356,456 9,068,074 SH DFND 1,13,14 9,068,074 0 0
INTEL CORP COM 458140100 6,367,826 45,605 SH DFND 1,15 45,605 0 0
KYVERNA THERAPEUTICS INC COM 501976104 8,812,471 989,054 SH DFND 1,13,14 989,054 0 0
LAM RESEARCH CORP COM NEW 512807306 11,019,582 25,430 SH DFND 1,15 25,430 0 0
LUMENTUM HOLDINGS INC COM 55024U109 8,048,603 9,380 SH DFND 1,15 9,380 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 8,778,940 23,080 SH DFND 1,15 23,080 0 0
META PLATFORMS INC CL A 30303M102 52,394,419 93,015 SH DFND 1,12,15 93,015 0 0
MICRON TECHNOLOGY INC COM 595112103 18,682,184 16,185 SH DFND 1,15 16,185 0 0
NVIDIA CORPORATION COM 67066G104 128,725,901 643,340 SH DFND 1,12,15 643,340 0 0
PALO ALTO NETWORKS COM 697435105 9,901,516 29,035 SH DFND 1,15 29,035 0 0
QUANTINUUM INC CL A COM 74768A104 4,087,000 50,000 SH DFND 1,12,15 50,000 0 0
SEAGATE TECHNOLOGY HOLDINGS ORD SHS G7997R103 7,864,750 8,150 SH DFND 1,15 8,150 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 17,519,779 153,440 SH DFND 1,15 153,440 0 0
SPACE EXPLORATION TECH CLASS A COM STK 84615Q103 25,629,000 150,000 SH DFND 1,12,15 150,000 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 9,992,964 21,765 SH DFND 1,15 21,765 0 0
STUBHUB CL A 86384P109 44,239,081 3,437,380 SH DFND 1,10,11 3,437,380 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 112,059,413 234,645 SH DFND 1,12,15 234,645 0 0
TEXAS INSTRUMENTS COM 882508104 9,812,464 32,920 SH DFND 1,15 32,920 0 0
THE REAL BROKERAGE INC COM NEW 75585H206 12,683,080 6,968,725 SH DFND 1,10,11 6,968,725 0 0