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 18,790,171 77,294 SH   SOLE N/A 77,294 0 0
AMAZON COM INC COM 023135106 BBG000CH53T5 38,075,634 173,410 SH   SOLE N/A 173,410 0 0
COUPANG INC CL A 22266T109 BBG00Z8KZ6Y0 19,062,046 591,989 SH   SOLE N/A 591,989 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMT2H37 18,992,281 84,568 SH   SOLE N/A 84,568 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG000SHFDV2 11,517,376 45,344 SH   SOLE N/A 45,344 0 0
GE AEROSPACE COM NEW 369604301 BBG000BK6PH2 25,911,432 86,136 SH   SOLE N/A 86,136 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 31,684,592 137,843 SH   SOLE N/A 137,843 0 0
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3CW3 47,715,928 723,846 SH   SOLE N/A 723,846 0 0
ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRN5 101,865,361 1,167,110 SH   SOLE N/A 1,167,110 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 BBG01HMFLV83 25,418,261 262,125 SH   SOLE N/A 262,125 0 0
MASTEC INC COM 576323109 BBG000DYXF73 25,980,909 122,085 SH   SOLE N/A 122,085 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 38,596,080 74,517 SH   SOLE N/A 74,517 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 31,742,621 66,619 SH   SOLE N/A 66,619 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG000CH53T5 12,622,744 173,104 SH   SOLE N/A 173,104 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 25,384,360 52,155 SH   SOLE N/A 52,155 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG000BJ13H9 12,354,482 157,643 SH   SOLE N/A 157,643 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG000BHVW68 32,761,871 235,409 SH   SOLE N/A 235,409 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG000CH53T5 29,123,703 345,354 SH   SOLE N/A 345,354 0 0
SONIDA SENIOR LIVING INC COM 140475203 BBG000BW7QB9 5,128,200 185,000 SH   SOLE N/A 185,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD90Z0 25,959,726 92,949 SH   SOLE N/A 92,949 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 19,359,959 252,675 SH   SOLE N/A 252,675 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG0015VYNZ7 312,165,604 509,758 SH   SOLE N/A 509,758 0 0
VEEVA SYS INC CL A COM 922475108 BBG005845P91 25,999,499 87,273 SH   SOLE N/A 87,273 0 0
VISA INC COM CL A 92826C839 BBG000CH53T5 32,257,338 94,491 SH   SOLE N/A 94,491 0 0