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 2,979 523,560 SH   SOLE   523,560 0 0
3M Co. COM 88579y101 518 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,716 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 3,829 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 2,397 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 2,411 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 3,938 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100 4,419 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 40,935 218,437 SH   SOLE   218,437 0 0
Berkshire Hathaway Inc., Class COM 084670207 4,613 16,897 SH   SOLE   16,897 0 0
Bird Global, Inc. COM 09077J107 858 1,968,163 SH   SOLE   1,968,163 0 0
Block (fka Square), Inc. COM 852234103 19,028 309,607 SH   SOLE   309,607 0 0
Couchbase, Inc. COM 22207T101 8,727 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105 38,584 228,902 SH   SOLE   228,902 0 0
Datadog, Inc. COM 23804L103 31,221 327,812 SH   SOLE   327,812 0 0
Eli Lilly and Co. COM 532457108 4,374 13,490 SH   SOLE   13,490 0 0
Farfetch Limited COM 30744w107 13,003 1,816,042 SH   SOLE   1,816,042 0 0
Halliburton Co. COM 406216101 1,631 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103 10,213 346,919 SH   SOLE   346,919 0 0
Intuit Inc. COM 461202103 1,927 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,863 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 2,103 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102 1,822 11,300 SH   SOLE   11,300 0 0
Microsoft Corp. COM 594918104 3,476 13,536 SH   SOLE   13,536 0 0
MongoDB, Inc COM 60937P106 9,731 37,500 SH   SOLE   37,500 0 0
Netflix, Inc. COM 64110l106 787 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103 13,671 3,655,420 SH   SOLE   3,655,420 0 0
Okta, Inc. COM 679295105 35,721 395,143 SH   SOLE   395,143 0 0
Oportun Financial Corp. COM 68376D104 4,865 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109 8,142 1,915,719 SH   SOLE   1,915,719 0 0
PLAYSTUDIOS, Inc. COM 72815G108 2,912 680,410 SH   SOLE   680,410 0 0
Palantir Technologies Inc. COM 69608A108 13,653 1,505,246 SH   SOLE   1,505,246 0 0
Royal Dutch Shell Plc COM 780259206 1,262 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,013 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108 1,288 36,014 SH   SOLE   36,014 0 0
Science 37 Holdings, Inc. COM 808644108 7,724 3,842,679 SH   SOLE   3,842,679 0 0
Sea Limited COM 81141R100 14,312 214,055 SH   SOLE   214,055 0 0
ServiceNow, Inc. COM 81762p102 27,821 58,506 SH   SOLE   58,506 0 0
Shopify Inc. COM 82509L107 13,678 437,830 SH   SOLE   437,830 0 0
Smartsheet Inc. COM 83200N103 19,930 634,114 SH   SOLE   634,114 0 0
Snowflake, Inc. COM 833445109 25,620 184,235 SH   SOLE   184,235 0 0
Sumo Logic, Inc. COM 86646P103 17,136 2,287,909 SH   SOLE   2,287,909 0 0
Target Corp. COM 87612e106 1,856 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108 14,036 1,084,668 SH   SOLE   1,084,668 0 0
Twilio Inc. COM 90138f102 17,195 205,170 SH   SOLE   205,170 0 0
Visa Inc. COM 92826c839 3,938 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 751 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 2,017 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109 12,174 358,788 SH   SOLE   358,788 0 0