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

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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
BLEND LABS INC CL A 09352U108   20,316,623 5,566,198 SH   SOLE   0 0 5,566,198
COUPANG INC CL A 22266T109   29,702,278 922,431 SH   SOLE   0 0 922,431
FLUTTER ENTMT PLC SHS G3643J108   35,517,836 139,834 SH   SOLE   0 0 139,834
GLOBAL E ONLINE LTD SHS M5216V106   16,095,576 450,100 SH   SOLE   0 0 450,100
GOOSEHEAD INS INC COM CL A 38267D109   25,228,975 339,008 SH   SOLE   0 0 339,008
GROCERY OUTLET HLDG CORP COM 39874R101   10,432,500 650,000 SH   SOLE   0 0 650,000
KLARNA GROUP PLC SHS G5279N105   2,199,000 60,000 SH   SOLE   0 0 60,000
MICROSOFT CORP COM 594918104   34,256,695 66,139 SH   SOLE   0 0 66,139
TELEPHONE & DATA SYS INC COM NEW 879433829   28,613,573 729,194 SH   SOLE   0 0 729,194
THERMO FISHER SCIENTIFIC INC COM 883556102   7,663,316 15,800 SH   SOLE   0 0 15,800