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 2,659,685 523,560 SH SOLE 523,560 0 0
3M Co. COM 88579y101 479,680 4,000 SH SOLE 4,000 0 0
Abbott Laboratories COM 002824100 2,744,750 25,000 SH SOLE 25,000 0 0
Abbvie Inc. COM 00287y109 4,040,250 25,000 SH SOLE 25,000 0 0
Alphabet Inc. Class A COM 02079k305 1,941,060 22,000 SH SOLE 22,000 0 0
Alphabet Inc. Class C COM 02079k107 1,955,609 22,040 SH SOLE 22,040 0 0
Amazon.Com Inc. COM 023135106 3,114,720 37,080 SH SOLE 37,080 0 0
Apple Inc. COM 037833100 4,199,338 32,320 SH SOLE 32,320 0 0
Atlassian Corp. Plc COM 049468101 30,382,892 236,112 SH SOLE 236,112 0 0
Berkshire Hathaway Inc., Class COM 084670207 5,219,483 16,897 SH SOLE 16,897 0 0
Block (fka Square), Inc. COM 852234103 19,294,331 307,039 SH SOLE 307,039 0 0
Couchbase, Inc. COM 22207T101 7,047,292 531,470 SH SOLE 531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105 20,551,871 195,193 SH SOLE 195,193 0 0
Datadog, Inc. COM 23804L103 23,906,536 325,259 SH SOLE 325,259 0 0
Eli Lilly and Co. COM 532457108 4,935,182 13,490 SH SOLE 13,490 0 0
Gitlab Inc. COM 37637K108 17,983,789 395,770 SH SOLE 395,770 0 0
Grove Collaborative Holdings, COM 39957D102 1,328,647 3,329,943 SH SOLE 3,329,943 0 0
Halliburton Co. COM 406216101 2,045,925 51,993 SH SOLE 51,993 0 0
HashiCorp, Inc COM 418100103 17,104,396 625,618 SH SOLE 625,618 0 0
Intuit Inc. COM 461202103 1,946,100 5,000 SH SOLE 5,000 0 0
Johnson & Johnson COM 478160104 2,849,011 16,128 SH SOLE 16,128 0 0
Merck & Co., Inc. COM 58933y105 2,559,395 23,068 SH SOLE 23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102 1,299,913 10,802 SH SOLE 10,802 0 0
Microsoft Corp. COM 594918104 3,246,204 13,536 SH SOLE 13,536 0 0
MongoDB, Inc COM 60937P106 14,068,942 71,474 SH SOLE 71,474 0 0
Netflix, Inc. COM 64110l106 1,326,960 4,500 SH SOLE 4,500 0 0
Nu Holdings Ltd. COM G6683N103 14,048,000 3,451,597 SH SOLE 3,451,597 0 0
Okta, Inc. COM 679295105 26,836,744 392,752 SH SOLE 392,752 0 0
Oportun Financial Corp. COM 68376D104 3,241,164 588,233 SH SOLE 588,233 0 0
Oscar Health, Inc. COM 687793109 4,712,669 1,915,719 SH SOLE 1,915,719 0 0
PLAYSTUDIOS, Inc. COM 72815G108 2,639,991 680,410 SH SOLE 680,410 0 0
Palantir Technologies Inc. COM 69608A108 9,663,679 1,505,246 SH SOLE 1,505,246 0 0
Royal Dutch Shell Plc COM 780259206 1,374,488 24,135 SH SOLE 24,135 0 0
Salesforce.com, Inc. COM 79466l302 1,617,200 12,197 SH SOLE 12,197 0 0
Schlumberger Ltd. COM 806857108 1,925,308 36,014 SH SOLE 36,014 0 0
Science 37 Holdings, Inc. COM 808644108 1,469,735 3,539,824 SH SOLE 3,539,824 0 0
Sea Limited COM 81141R100 11,061,942 212,607 SH SOLE 212,607 0 0
ServiceNow, Inc. COM 81762p102 22,530,143 58,027 SH SOLE 58,027 0 0
Smartsheet Inc. COM 83200N103 24,793,494 629,916 SH SOLE 629,916 0 0
Snowflake, Inc. COM 833445109 26,238,538 182,796 SH SOLE 182,796 0 0
Sumo Logic, Inc. COM 86646P103 18,532,063 2,287,909 SH SOLE 2,287,909 0 0
Target Corp. COM 87612e106 1,958,386 13,140 SH SOLE 13,140 0 0
Toast, Inc. COM 888787108 23,281,256 1,291,251 SH SOLE 1,291,251 0 0
Visa Inc. COM 92826c839 4,155,200 20,000 SH SOLE 20,000 0 0
Wells Fargo & Co. COM 949746101 791,323 19,165 SH SOLE 19,165 0 0
Workday, Inc. COM 98138h101 2,417,918 14,450 SH SOLE 14,450 0 0
Xometry, Inc COM 98423F109 11,472,816 355,967 SH SOLE 355,967 0 0