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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Amazon.com Inc COM 023135106 30,033 265,775 SH   SOLE NONE 60,820 0 204,955
Fiserv Inc COM 337738108 28,595 305,601 SH   SOLE NONE 91,878 0 213,723
Mastercard Inc CL A 57636Q104 25,408 89,356 SH   SOLE NONE 28,693 0 60,663
Microsoft Corp COM 594918104 24,302 104,345 SH   SOLE NONE 17,880 0 86,465
Crowdstrike Holdings Inc CL A 22788C105 22,445 136,188 SH   SOLE NONE 41,838 0 94,350
Intuit Inc COM 461202103 15,326 39,568 SH   SOLE NONE 17,813 0 21,755
Legalzoom.com Inc COM 52466B103 10,584 1,235,039 SH   SOLE NONE 550,390 0 684,649
Select Energy Services Inc CL A COM 81617J301 8,628 1,237,864 SH   SOLE NONE 811,444 0 426,420
NU Holdings Ltd/Cayman Island ORD SHS CL A G6683N103 8,173 1,857,507 SH   SOLE NONE 1,067,078 0 790,429
Rocket Cos Inc COM CL A 77311W101 7,958 1,259,179 SH   SOLE NONE 651,332 0 607,847
Toast Inc CL A 888787108 6,183 369,766 SH   SOLE NONE 231,104 0 138,662
Peloton Interactive Inc CL A COM 70614W100 3,308 477,405 SH   SOLE NONE 211,158 0 266,247
Nautilus Biotechnology Inc COM 63909J108 424 200,000 SH   SOLE NONE 200,000 0 0
Samsara Inc COM CL A 79589L106 393 32,546 SH   SOLE NONE 19,218 0 13,328