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
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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   2,841,500 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   4,552,500 25,000 SH   SOLE   25,000 0 0
Adyen NV ADR COM 00783V104   28,408,918 1,680,007 SH   SOLE   1,680,007 0 0
Alphabet Inc. Class A COM 02079k305   3,420,225 22,661 SH   SOLE   22,661 0 0
Alphabet Inc. Class C COM 02079k107   3,457,672 22,709 SH   SOLE   22,709 0 0
Amazon.Com Inc. COM 023135106   6,688,490 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   5,491,304 32,023 SH   SOLE   32,023 0 0
Atlassian Corp. Plc COM 049468101   36,391,332 186,517 SH   SOLE   186,517 0 0
Berkshire Hathaway Inc., Class COM 084670207   7,105,526 16,897 SH   SOLE   16,897 0 0
Bill.com Holdings, Inc. COM 090043100   8,783,584 127,817 SH   SOLE   127,817 0 0
Couchbase, Inc. COM 22207T101   13,982,976 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   32,896,060 102,611 SH   SOLE   102,611 0 0
Datadog, Inc. COM 23804L103   34,503,682 279,156 SH   SOLE   279,156 0 0
Eli Lilly and Co. COM 532457108   10,494,680 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   25,156,624 431,355 SH   SOLE   431,355 0 0
Grove Collaborative Holdings, COM 39957D201   1,112,198 665,987 SH   SOLE   665,987 0 0
Halliburton Co. COM 406216101   2,049,564 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103   14,768,546 547,998 SH   SOLE   547,998 0 0
Intuit Inc. COM 461202103   3,250,000 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,551,288 16,128 SH   SOLE   16,128 0 0
Klaviyo, Inc. COM 49845K101   29,029,542 1,139,307 SH   SOLE   1,139,307 0 0
Merck & Co., Inc. COM 58933y105   3,043,823 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   5,245,235 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   6,320,056 15,022 SH   SOLE   15,022 0 0
MongoDB, Inc COM 60937P106   19,497,822 54,366 SH   SOLE   54,366 0 0
Netflix, Inc. COM 64110l106   2,732,985 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   35,851,750 3,005,176 SH   SOLE   3,005,176 0 0
Okta, Inc. COM 679295105   30,327,559 289,883 SH   SOLE   289,883 0 0
Oportun Financial Corp. COM 68376D104   1,429,406 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   28,486,742 1,915,719 SH   SOLE   1,915,719 0 0
Royal Dutch Shell Plc COM 780259206   1,618,010 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   3,673,492 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   1,973,927 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102   37,500,931 49,188 SH   SOLE   49,188 0 0
Smartsheet Inc. COM 83200N103   12,053,464 313,077 SH   SOLE   313,077 0 0
Snowflake, Inc. COM 833445109   28,721,814 177,734 SH   SOLE   177,734 0 0
Target Corp. COM 87612e106   2,328,539 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   26,468,753 1,062,149 SH   SOLE   1,062,149 0 0
Visa Inc. COM 92826c839   5,581,600 20,000 SH   SOLE   20,000 0 0
Workday, Inc. COM 98138h101   3,941,237 14,450 SH   SOLE   14,450 0 0