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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1stdibs.com, Inc. COM 320551104 6,550 523,560 SH   SOLE   523,560 0 0
3M Co. COM 88579y101 711 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 3,518 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 3,385 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 3,187 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 3,189 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 6,182 1,854 SH   SOLE   1,854 0 0
Apple Inc. COM 037833100 5,739 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 70,148 183,975 SH   SOLE   183,975 0 0
Berkshire Hathaway Inc., Class COM 084670207 5,052 16,897 SH   SOLE   16,897 0 0
Block (fka Square), Inc. COM 852234103 45,373 280,931 SH   SOLE   280,931 0 0
Compass, Inc. COM 20464U100 17,098 1,880,925 SH   SOLE   1,880,925 0 0
CrowdStrike Holdings, Inc COM 22788C105 49,707 242,768 SH   SOLE   242,768 0 0
Datadog, Inc. COM 23804L103 48,667 273,244 SH   SOLE   273,244 0 0
DocuSign, Inc. COM 256163106 47,564 312,286 SH   SOLE   312,286 0 0
Eli Lilly and Co. COM 532457108 3,726 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303m102 3,801 11,300 SH   SOLE   11,300 0 0
Farfetch Limited COM 30744w107 69,518 2,079,506 SH   SOLE   2,079,506 0 0
General Mills, Inc. COM 370334104 1,744 25,880 SH   SOLE   25,880 0 0
Guidewire Software, Inc. COM 40171v100 1,923 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 1,189 51,993 SH   SOLE   51,993 0 0
Intuit Inc. COM 461202103 3,216 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,759 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,768 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 4,552 13,536 SH   SOLE   13,536 0 0
Netflix, Inc. COM 64110l106 2,711 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103 28,038 2,989,097 SH   SOLE   2,989,097 0 0
Okta, Inc. COM 679295105 75,160 335,282 SH   SOLE   335,282 0 0
Olo Inc. COM 68134L109 22,938 1,102,265 SH   SOLE   1,102,265 0 0
Oportun Financial Corp. COM 68376D104 11,912 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109 15,038 1,915,719 SH   SOLE   1,915,719 0 0
PLAYSTUDIOS, Inc. COM 72815G108 134 34,020 SH   SOLE   34,020 0 0
Palantir Technologies Inc. COM 69608A108 42,808 2,350,783 SH   SOLE   2,350,783 0 0
Royal Dutch Shell Plc COM 780259206 1,047 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 3,100 12,197 SH   SOLE   12,197 0 0
Samsara Inc. COM 79589L106 2,811 100,000 SH   SOLE   100,000 0 0
Schlumberger Ltd. COM 806857108 1,079 36,014 SH   SOLE   36,014 0 0
Sea Limited COM 81141R100 35,108 156,936 SH   SOLE   156,936 0 0
ServiceNow, Inc. COM 81762p102 28,332 43,648 SH   SOLE   43,648 0 0
Shopify Inc. COM 82509L107 63,972 46,444 SH   SOLE   46,444 0 0
Smartsheet Inc. COM 83200N103 37,229 480,683 SH   SOLE   480,683 0 0
Snowflake, Inc. COM 833445109 34,505 101,859 SH   SOLE   101,859 0 0
Sumo Logic, Inc. COM 86646P103 39,843 2,938,274 SH   SOLE   2,938,274 0 0
Target Corp. COM 87612e106 3,041 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108 17,218 496,055 SH   SOLE   496,055 0 0
Twilio Inc. COM 90138f102 53,197 202,009 SH   SOLE   202,009 0 0
Visa Inc. COM 92826c839 4,334 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 920 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 3,947 14,450 SH   SOLE   14,450 0 0