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
Fiserv Inc COM 337738108 BBG000BJKPG0 34,542,081 305,601 SH   SOLE NONE 91,878 0 213,723
Mastercard Inc CL A 57636Q104 BBG000F1ZSQ2 32,472,864 89,356 SH   SOLE NONE 28,693 0 60,663
Microsoft Corp COM 594918104 BBG000BPH459 24,125,232 83,681 SH   SOLE NONE 17,880 0 65,801
Amazon.com Inc COM 023135106 BBG000BVPV84 19,216,278 186,042 SH   SOLE NONE 42,574 0 143,468
Crowdstrike Holdings Inc CL A 22788C105 BBG00BLYKS03 18,693,165 136,188 SH   SOLE NONE 41,838 0 94,350
Intuit Inc COM 461202103 BBG000BH5DV1 17,640,601 39,568 SH   SOLE NONE 17,813 0 21,755
Select Energy Services Inc CL A COM 81617J301 BBG00G4Y2DC1 11,818,358 1,698,040 SH   SOLE NONE 1,114,990 0 583,050
Legalzoom.com Inc COM 52466B103 BBG001BWP4C5 11,584,666 1,235,039 SH   SOLE NONE 550,390 0 684,649
Rocket Cos Inc COM CL A 77311W101 BBG00VY1MYW7 11,408,162 1,259,179 SH   SOLE NONE 651,332 0 607,847
NU Holdings Ltd/Cayman Island ORD SHS CL A G6683N103 BBG0136WM1M4 8,841,733 1,857,507 SH   SOLE NONE 1,067,078 0 790,429
Toast Inc CL A 888787108 BBG00BTJVK94 6,563,347 369,766 SH   SOLE NONE 231,104 0 138,662
Peloton Interactive Inc CL A COM 70614W100 BBG00JG0FFZ2 5,413,773 477,405 SH   SOLE NONE 211,158 0 266,247
Nautilus Biotechnology Inc COM 63909J108 BBG00W7G4M12 554,000 200,000 SH   SOLE NONE 200,000 0 0