The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 4,374,890 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 171,342,660 | 1,942,000 | SH | SOLE | 1,942,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 1,219,554,000 | 14,518,500 | SH | SOLE | 14,518,500 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 6,756,360 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | 2,544,025 | 2,102,500 | SH | SOLE | 2,102,500 | 0 | 0 | |||
| CME GROUP INC | COM | 12572Q105 | 874,432 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 1,380,184 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 128,248,000 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 1,160,369,070 | 4,838,500 | SH | SOLE | 4,838,500 | 0 | 0 | |||
| MOODYS CORP | COM | 615369105 | 68,401,210 | 245,500 | SH | SOLE | 245,500 | 0 | 0 | |||
| NAUTILUS BIOTECHNOLOGY INC | COM | 63909J108 | 102,060 | 56,700 | SH | SOLE | 56,700 | 0 | 0 | |||
| PROCTER AND GAMBLE CO | COM | 742718109 | 788,112 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 102,491,640 | 306,000 | SH | SOLE | 306,000 | 0 | 0 | |||
| SERA PROGNOSTICS INC | CLASS A COM | 81749D107 | 418,950 | 332,500 | SH | SOLE | 332,500 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 11,610,495 | 334,500 | SH | SOLE | 334,500 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,162,044 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | |||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 16,120,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| VEEVA SYS INC | CL A COM | 922475108 | 6,326,096 | 39,200 | SH | SOLE | 39,200 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 2,677,280 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||