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
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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
AbbVie Inc. COM 00287y109   3,089,791 14,747 SH   SOLE   14,747 0 0
Abbott Laboratories COM 002824100   1,939,078 14,618 SH   SOLE   14,618 0 0
Advances Micro Devices COM 007903107   6,267 61 SH   SOLE   61 0 0
Adyen NV ADR COM 00783V104   19,177,792 1,255,913 SH   SOLE   1,255,913 0 0
Alphabet Inc. Class A COM 02079k305   2,132,176 13,788 SH   SOLE   13,788 0 0
Alphabet Inc. Class C COM 02079k107   2,096,294 13,418 SH   SOLE   13,418 0 0
Amazon.Com Inc. COM 023135106   4,171,450 21,925 SH   SOLE   21,925 0 0
Apple Inc. COM 037833100   4,251,346 19,139 SH   SOLE   19,139 0 0
Arista Networks COM 040413205   8,169,181 105,436 SH   SOLE   105,436 0 0
Atlassian Corporation COM 049468101   22,374,998 105,438 SH   SOLE   105,438 0 0
Berkshire Hathaway Inc., Class COM 084670207   5,245,380 9,849 SH   SOLE   9,849 0 0
Broadcom Inc. COM 11135F101   40,518 242 SH   SOLE   242 0 0
Cloudflare, Inc COM 18915M107   17,682,075 156,909 SH   SOLE   156,909 0 0
Constellation Energy COM 21037T109   4,234 21 SH   SOLE   21 0 0
Couchbase, Inc. COM 22207T101   8,370,652 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   24,396,068 69,193 SH   SOLE   69,193 0 0
Datadog, Inc. COM 23804L103   18,800,196 189,499 SH   SOLE   189,499 0 0
Eli Lilly and Co. COM 532457108   6,021,710 7,291 SH   SOLE   7,291 0 0
GE Vernova Inc COM 36828A101   14,348 47 SH   SOLE   47 0 0
Gitlab Inc. COM 37637K108   16,254,151 345,833 SH   SOLE   345,833 0 0
Halliburton Co. COM 406216101   757,015 29,839 SH   SOLE   29,839 0 0
Intuit Inc. COM 461202103   1,776,887 2,894 SH   SOLE   2,894 0 0
Johnson & Johnson COM 478160104   1,650,606 9,953 SH   SOLE   9,953 0 0
Klaviyo, Inc. COM 49845K101   16,047,392 530,317 SH   SOLE   530,317 0 0
Lumentum Holdings Inc COM 55024U109   4,675 75 SH   SOLE   75 0 0
Marvell Technology COM 573874104   3,448 56 SH   SOLE   56 0 0
Mercadolibre, Inc. COM 58733R102   23,410 12 SH   SOLE   12 0 0
Merck & Co., Inc. COM 58933y105   1,274,682 14,201 SH   SOLE   14,201 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   3,994,175 6,930 SH   SOLE   6,930 0 0
Micron Technology Inc. COM 595112103   19,029 219 SH   SOLE   219 0 0
Microsoft Corp. COM 594918104   3,458,093 9,212 SH   SOLE   9,212 0 0
MongoDB, Inc COM 60937P106   16,964,513 96,719 SH   SOLE   96,719 0 0
Netflix, Inc. COM 64110l106   2,533,684 2,717 SH   SOLE   2,717 0 0
Nu Holdings Ltd. COM G6683N103   22,916,782 2,237,967 SH   SOLE   2,237,967 0 0
Nvidia Corp. COM 67066G104   113,799 1,050 SH   SOLE   1,050 0 0
Oportun Financial Corp. COM 68376D104   3,229,399 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   40,840,495 3,115,217 SH   SOLE   3,115,217 0 0
Salesforce.com, Inc. COM 79466l302   1,916,895 7,143 SH   SOLE   7,143 0 0
Schlumberger Ltd. COM 806857108   876,337 20,965 SH   SOLE   20,965 0 0
ServiceNow, Inc. COM 81762p102   20,866,829 26,210 SH   SOLE   26,210 0 0
Shell Plc (fka Royal Dutch She COM 780259206   1,025,334 13,992 SH   SOLE   13,992 0 0
Snowflake, Inc. COM 833445109   17,487,752 119,648 SH   SOLE   119,648 0 0
Taiwan Semiconductor COM 874039100   18,383,338 110,743 SH   SOLE   110,743 0 0
Target Corp. COM 87612e106   800,337 7,669 SH   SOLE   7,669 0 0
Toast, Inc. COM 888787108   17,211,747 518,895 SH   SOLE   518,895 0 0
Vertiv Holding COM 92537N108   15,669,061 217,023 SH   SOLE   217,023 0 0
Visa Inc. COM 92826c839   4,072,345 11,620 SH   SOLE   11,620 0 0
Workday, Inc. COM 98138h101   1,966,089 8,419 SH   SOLE   8,419 0 0