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
ALPHABET INC CAP STK CL A 02079K305   13,694,972 155,219 SH   SOLE   0 0 155,219
AMAZON.COM INC COM 023135106   13,415,808 159,712 SH   SOLE   0 0 159,712
BOOKING HOLDINGS INC COM 09857L108   13,621,278 6,759 SH   SOLE   0 0 6,759
FISERV INC COM 337738108   14,865,982 147,086 SH   SOLE   0 0 147,086
MASTERCARD INCORPORATED CL A 57636Q104   14,764,616 42,460 SH   SOLE   0 0 42,460
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   74,061,297 2,165,535 SH   SOLE   0 0 2,165,535
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   8,853,782 71,149 SH   SOLE   0 0 71,149
SELECT SECTOR SPDR TR ENERGY 81369Y506   28,246,250 322,925 SH   SOLE   0 0 322,925
THERMO FISHER SCIENTIFIC INC COM 883556102   8,431,064 15,310 SH   SOLE   0 0 15,310
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   17,658,801 213,451 SH   SOLE   0 0 213,451
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,916,523 47,924 SH   SOLE   0 0 47,924
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   2,670,076 72,301 SH   SOLE   0 0 72,301
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   10,081,500 143,000 SH   SOLE   0 0 143,000
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,390,239 17,897 SH   SOLE   0 0 17,897
DATADOG INC CL A COM 23804L103   774,176 10,533 SH   SOLE   0 0 10,533
GITLAB INC CLASS A COM 37637K108   940,335 20,694 SH   SOLE   0 0 20,694
ISHARES TR RUS 1000 VAL ETF 464287598   4,925,592 32,480 SH   SOLE   0 0 32,480
BARK INC COM 68622E104   3,452,393 704,570 SH   SOLE   0 0 704,570
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   9,704,822 112,598 SH   SOLE   0 0 112,598