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 32,120 302,420 SH   SOLE NONE 60,820 0 241,600
Mastercard Inc CL A 57636Q104 28,190 89,356 SH   SOLE NONE 28,693 0 60,663
Fiserv Inc COM 337738108 27,189 305,601 SH   SOLE NONE 91,878 0 213,723
Microsoft Corp COM 594918104 26,799 104,345 SH   SOLE NONE 17,880 0 86,465
Crowdstrike Holdings Inc CL A 22788C105 22,956 136,188 SH   SOLE NONE 41,838 0 94,350
Flywire Corp COM VTG 302492103 21,675 1,229,453 SH   SOLE NONE 1,221,033 0 8,420
Legalzoom.com Inc COM 52466B103 13,573 1,235,039 SH   SOLE NONE 550,390 0 684,649
Rocket Cos Inc COM CL A 77311W101 9,268 1,259,179 SH   SOLE NONE 651,332 0 607,847
Select Energy Services Inc CL A COM 81617J301 8,442 1,237,864 SH   SOLE NONE 811,444 0 426,420
Peloton Interactive Inc CL A COM 70614W100 4,383 477,405 SH   SOLE NONE 211,158 0 266,247
Toast Inc CL A 888787108 3,445 266,246 SH   SOLE NONE 166,404 0 99,842
Talkspace Inc COM 87427V103 2,955 1,738,215 SH   SOLE NONE 1,738,215 0 0
NU Holdings Ltd/Cayman Island ORD SHS CL A G6683N103 1,597 426,870 SH   SOLE NONE 245,223 0 181,647
Freshworks Inc CLASS A COM 358054104 862 65,574 SH   SOLE NONE 37,670 0 27,904
Nautilus Biotechnology Inc COM 63909J108 538 200,000 SH   SOLE NONE 200,000 0 0
Forum Energy Technologies Inc COM 34984V209 2 94 SH   SOLE NONE 4 0 90