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
Mastercard Inc CL A 57636Q104   31,072 89,356 SH   SOLE None 28,693 0 60,663
Fiserv Inc COM 337738108   30,887 305,601 SH   SOLE None 91,878 0 213,723
Microsoft Corp COM 594918104   25,024 104,345 SH   SOLE None 17,880 0 86,465
Amazon.com Inc COM 023135106   22,325 265,775 SH   SOLE None 60,820 0 204,955
Select Energy Services Inc CL A COM 81617J301   15,690 1,698,040 SH   SOLE None 1,114,990 0 583,050
Intuit Inc COM 461202103   15,401 39,568 SH   SOLE None 17,813 0 21,755
Crowdstrike Holdings Inc CL A 22788C105   14,339 136,188 SH   SOLE None 41,838 0 94,350
Legalzoom.com Inc COM 52466B103   9,559 1,235,039 SH   SOLE None 550,390 0 684,649
Rocket Cos Inc COM CL A 77311W101   8,814 1,259,179 SH   SOLE None 651,332 0 607,847
NU Holdings Ltd/Cayman Island ORD SHS CL A G6683N103   7,560 1,857,507 SH   SOLE None 1,067,078 0 790,429
Toast Inc CL A 888787108   6,667 369,766 SH   SOLE None 231,104 0 138,662
Peloton Interactive Inc CL A COM 70614W100   3,791 477,405 SH   SOLE None 211,158 0 266,247
HashiCorp Inc COM CL A 418100103   516 18,884 SH   SOLE None 18,884 0 0
Nautilus Biotechnology Inc COM 63909J108   360 200,000 SH   SOLE None 200,000 0 0