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   2,597,750 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   4,288,000 25,000 SH   SOLE   25,000 0 0
Adyen NV ADR COM 00783V104   22,158,631 1,866,776 SH   SOLE   1,866,776 0 0
Alphabet Inc. Class A COM 02079k305   4,127,701 22,661 SH   SOLE   22,661 0 0
Alphabet Inc. Class C COM 02079k107   4,165,285 22,709 SH   SOLE   22,709 0 0
Amazon.Com Inc. COM 023135106   7,165,710 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   6,744,684 32,023 SH   SOLE   32,023 0 0
Atlassian Corporation COM 049468101   31,947,535 180,617 SH   SOLE   180,617 0 0
Berkshire Hathaway Inc., Class COM 084670207   6,873,700 16,897 SH   SOLE   16,897 0 0
Cloudflare, Inc COM 18915M107   16,765,372 202,407 SH   SOLE   202,407 0 0
Couchbase, Inc. COM 22207T101   9,704,642 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   31,769,517 82,908 SH   SOLE   82,908 0 0
Datadog, Inc. COM 23804L103   35,001,256 269,884 SH   SOLE   269,884 0 0
Eli Lilly and Co. COM 532457108   12,213,576 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   20,729,511 416,925 SH   SOLE   416,925 0 0
Grove Collaborative Holdings, COM 39957D201   1,178,797 665,987 SH   SOLE   665,987 0 0
Halliburton Co. COM 406216101   1,756,324 51,993 SH   SOLE   51,993 0 0
Intuit Inc. COM 461202103   3,286,050 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,357,268 16,128 SH   SOLE   16,128 0 0
Klaviyo, Inc. COM 49845K101   33,944,186 1,363,768 SH   SOLE   1,363,768 0 0
Merck & Co., Inc. COM 58933y105   2,855,818 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   5,446,584 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   6,714,083 15,022 SH   SOLE   15,022 0 0
MongoDB, Inc COM 60937P106   21,783,264 87,147 SH   SOLE   87,147 0 0
Mynd.ai,Inc.,ADS COM 628988107   130,151 46,986 SH   SOLE   46,986 0 0
Netflix, Inc. COM 64110l106   3,036,960 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   37,626,980 2,919,083 SH   SOLE   2,919,083 0 0
Okta, Inc. COM 679295105   31,421,881 335,668 SH   SOLE   335,668 0 0
Oportun Financial Corp. COM 68376D104   1,705,876 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   30,306,675 1,915,719 SH   SOLE   1,915,719 0 0
Royal Dutch Shell Plc COM 780259206   1,742,064 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   3,135,849 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   1,699,141 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102   34,641,013 44,035 SH   SOLE   44,035 0 0
Snowflake, Inc. COM 833445109   19,028,507 140,858 SH   SOLE   140,858 0 0
Target Corp. COM 87612e106   1,945,246 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   25,008,058 970,433 SH   SOLE   970,433 0 0
Visa Inc. COM 92826c839   5,249,400 20,000 SH   SOLE   20,000 0 0
Workday, Inc. COM 98138h101   3,230,442 14,450 SH   SOLE   14,450 0 0