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 BBG000CH53T5 18,490,933 104,925 SH   SOLE N/A 0 0 104,925
AMAZON COM INC COM 023135106 BBG000CH53T5 38,585,655 175,877 SH   SOLE N/A 0 0 175,877
COUPANG INC CL A 22266T109 BBG00Z8KZ6Y0 25,803,679 861,271 SH   SOLE N/A 0 0 861,271
GE AEROSPACE COM NEW 369604301 BBG000BK6PH2 32,487,251 126,218 SH   SOLE N/A 0 0 126,218
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 28,142,161 119,525 SH   SOLE N/A 0 0 119,525
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3CW3 46,803,890 779,675 SH   SOLE N/A 0 0 779,675
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRN5 110,311,095 1,322,675 SH   SOLE N/A 0 0 1,322,675
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 BBG01HMFLV83 26,396,965 325,246 SH   SOLE N/A 0 0 325,246
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HMFLV83 12,612,732 120,696 SH   SOLE N/A 0 0 120,696
MASTEC INC COM 576323109 BBG000DYXF73 25,872,297 151,806 SH   SOLE N/A 0 0 151,806
MICROSOFT CORP COM 594918104 BBG000BPHFS9 38,877,068 78,159 SH   SOLE N/A 0 0 78,159
MOODYS CORP COM 615369105 BBG000F86JD3 28,683,424 57,185 SH   SOLE N/A 0 0 57,185
PROCORE TECHNOLOGIES INC COM 74275K108 BBG000CH53T5 11,989,442 175,233 SH   SOLE N/A 0 0 175,233
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 21,325,717 40,444 SH   SOLE N/A 0 0 40,444
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG000BJ13H9 11,698,789 144,483 SH   SOLE N/A 0 0 144,483
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG000BHVW68 30,214,257 224,158 SH   SOLE N/A 0 0 224,158
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXT78 19,236,057 56,023 SH   SOLE N/A 0 0 56,023
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG000CH53T5 27,954,736 410,797 SH   SOLE N/A 0 0 410,797
SONIDA SENIOR LIVING INC COM 140475203 BBG000BW7QB9 4,615,750 185,000 SH   SOLE N/A 0 0 185,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 27,991,673 123,589 SH   SOLE N/A 0 0 123,589
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 17,890,655 232,316 SH   SOLE N/A 0 0 232,316
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNZ7 344,278,439 606,092 SH   SOLE N/A 0 0 606,092
VEEVA SYS INC CL A COM 922475108 BBG005845P91 21,781,943 75,637 SH   SOLE N/A 0 0 75,637
VISA INC COM CL A 92826C839 BBG000CH53T5 26,291,808 74,051 SH   SOLE N/A 0 0 74,051