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
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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
Abbott Laboratories COM 002824100   2,421,250 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   3,726,500 25,000 SH   SOLE   25,000 0 0
Adyen NV ADR COM 00783V104   10,694,991 1,445,269 SH   SOLE   1,445,269 0 0
Alphabet Inc. Class A COM 02079k305   2,878,920 22,000 SH   SOLE   22,000 0 0
Alphabet Inc. Class C COM 02079k107   2,905,974 22,040 SH   SOLE   22,040 0 0
Amazon.Com Inc. COM 023135106   4,713,610 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   5,533,507 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM 049468101   35,986,663 178,585 SH   SOLE   178,585 0 0
Berkshire Hathaway Inc., Class COM 084670207   5,919,019 16,897 SH   SOLE   16,897 0 0
Bill.com Holdings, Inc. COM 090043100   15,428,231 142,104 SH   SOLE   142,104 0 0
Block (fka Square), Inc. COM 852234103   5,336,074 120,562 SH   SOLE   120,562 0 0
Couchbase, Inc. COM 22207T101   9,120,025 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   28,041,506 167,532 SH   SOLE   167,532 0 0
Datadog, Inc. COM 23804L103   28,466,445 312,509 SH   SOLE   312,509 0 0
Eli Lilly and Co. COM 532457108   7,245,884 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   20,112,816 444,777 SH   SOLE   444,777 0 0
Grove Collaborative Holdings, COM 39957D201   1,771,525 665,987 SH   SOLE   665,987 0 0
Halliburton Co. COM 406216101   2,105,716 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103   12,224,050 535,438 SH   SOLE   535,438 0 0
Intuit Inc. COM 461202103   2,554,700 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,511,936 16,128 SH   SOLE   16,128 0 0
Klaviyo, Inc. COM 49845K101   8,478,340 245,749 SH   SOLE   245,749 0 0
Merck & Co., Inc. COM 58933y105   2,374,851 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   3,242,868 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   24,276,123 76,884 SH   SOLE   76,884 0 0
MongoDB, Inc COM 60937P106   22,945,390 66,343 SH   SOLE   66,343 0 0
Netflix, Inc. COM 64110l106   1,699,200 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   27,960,451 3,856,614 SH   SOLE   3,856,614 0 0
Okta, Inc. COM 679295105   24,952,412 306,127 SH   SOLE   306,127 0 0
Oportun Financial Corp. COM 68376D104   4,247,042 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   10,670,555 1,915,719 SH   SOLE   1,915,719 0 0
Royal Dutch Shell Plc COM 780259206   1,553,811 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   2,473,308 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   2,099,616 36,014 SH   SOLE   36,014 0 0
Science 37 Holdings, Inc. COM 808644108   1,415,930 3,539,824 SH   SOLE   3,539,824 0 0
ServiceNow, Inc. COM 81762p102   33,568,902 60,056 SH   SOLE   60,056 0 0
Smartsheet Inc. COM 83200N103   14,257,780 352,392 SH   SOLE   352,392 0 0
Snowflake, Inc. COM 833445109   28,786,146 188,428 SH   SOLE   188,428 0 0
Target Corp. COM 87612e106   1,452,890 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   20,124,898 1,074,474 SH   SOLE   1,074,474 0 0
Visa Inc. COM 92826c839   4,600,200 20,000 SH   SOLE   20,000 0 0
Workday, Inc. COM 98138h101   3,104,582 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109   6,175,252 363,678 SH   SOLE   363,678 0 0