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
Abbott Laboratories COM 002824100   2,751,750 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   3,874,250 25,000 SH   SOLE   25,000 0 0
Adyen NV ADR COM 00783V104   22,156,189 1,720,201 SH   SOLE   1,720,201 0 0
Alphabet Inc. Class A COM 02079k305   3,073,180 22,000 SH   SOLE   22,000 0 0
Alphabet Inc. Class C COM 02079k107   3,106,097 22,040 SH   SOLE   22,040 0 0
Amazon.Com Inc. COM 023135106   5,633,935 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   6,165,388 32,023 SH   SOLE   32,023 0 0
Atlassian Corp. Plc COM 049468101   41,663,558 175,160 SH   SOLE   175,160 0 0
Berkshire Hathaway Inc., Class COM 084670207   6,026,484 16,897 SH   SOLE   16,897 0 0
Bill.com Holdings, Inc. COM 090043100   11,446,098 140,288 SH   SOLE   140,288 0 0
Couchbase, Inc. COM 22207T101   11,968,704 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   37,066,592 145,177 SH   SOLE   145,177 0 0
Datadog, Inc. COM 23804L103   37,011,675 304,924 SH   SOLE   304,924 0 0
Eli Lilly and Co. COM 532457108   7,863,591 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   27,502,628 436,827 SH   SOLE   436,827 0 0
Grove Collaborative Holdings, COM 39957D201   1,178,797 665,987 SH   SOLE   665,987 0 0
Halliburton Co. COM 406216101   1,879,547 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103   14,089,440 596,000 SH   SOLE   596,000 0 0
Intuit Inc. COM 461202103   3,125,150 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,527,903 16,128 SH   SOLE   16,128 0 0
Klaviyo, Inc. COM 49845K101   8,088,286 291,155 SH   SOLE   291,155 0 0
Merck & Co., Inc. COM 58933y105   2,514,873 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   3,823,476 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   28,497,815 75,784 SH   SOLE   75,784 0 0
MongoDB, Inc COM 60937P106   24,125,421 59,008 SH   SOLE   59,008 0 0
Netflix, Inc. COM 64110l106   2,190,960 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   26,948,175 3,235,075 SH   SOLE   3,235,075 0 0
Okta, Inc. COM 679295105   27,120,796 299,578 SH   SOLE   299,578 0 0
Oportun Financial Corp. COM 68376D104   2,299,991 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   17,528,829 1,915,719 SH   SOLE   1,915,719 0 0
Royal Dutch Shell Plc COM 780259206   1,588,083 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   3,209,519 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   1,874,169 36,014 SH   SOLE   36,014 0 0
Science 37 Holdings, Inc. COM 808644108   945,137 176,992 SH   SOLE   176,992 0 0
ServiceNow, Inc. COM 81762p102   37,663,688 53,311 SH   SOLE   53,311 0 0
Smartsheet Inc. COM 83200N103   16,448,645 343,970 SH   SOLE   343,970 0 0
Snowflake, Inc. COM 833445109   36,521,873 183,527 SH   SOLE   183,527 0 0
Target Corp. COM 87612e106   1,871,399 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   19,360,293 1,060,257 SH   SOLE   1,060,257 0 0
Visa Inc. COM 92826c839   5,207,000 20,000 SH   SOLE   20,000 0 0
Workday, Inc. COM 98138h101   3,989,067 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109   12,990,335 361,747 SH   SOLE   361,747 0 0