The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Microsoft Corp | COM | 594918104 | 39,860,448 | 80,136 | SH | SOLE | NONE | 30,442 | 0 | 49,694 | |
Mastercard Inc | CL A | 57636Q104 | 38,935,699 | 69,288 | SH | SOLE | NONE | 22,430 | 0 | 46,858 | |
CRH PLC | ORD | G25508105 | 25,102,894 | 273,452 | SH | SOLE | NONE | 126,576 | 0 | 146,876 | |
Zillow Group Inc | CL C CAP STK | 98954M200 | 24,398,485 | 348,301 | SH | SOLE | NONE | 261,225 | 0 | 87,076 | |
Intuit Inc | COM | 461202103 | 24,391,326 | 30,968 | SH | SOLE | NONE | 11,799 | 0 | 19,169 | |
Broadcom Inc | COM | 11135F101 | 24,149,421 | 87,609 | SH | SOLE | NONE | 38,925 | 0 | 48,684 | |
Fiserv Inc | COM | 337738108 | 22,350,370 | 129,635 | SH | SOLE | NONE | 39,894 | 0 | 89,741 | |
Rocket Cos Inc | COM CL A | 77311W101 | 17,855,158 | 1,259,179 | SH | SOLE | NONE | 651,332 | 0 | 607,847 | |
Vanguard Mid-Cap ETF | MID CAP ETF | 922908629 | 16,714,246 | 59,730 | SH | SOLE | NONE | 0 | 0 | 59,730 | |
Vanguard Small-Cap Value ETF | SM CP VAL ETF | 922908611 | 15,289,954 | 78,406 | SH | SOLE | NONE | 0 | 0 | 78,406 | |
Legalzoom.com Inc | COM | 52466B103 | 10,756,099 | 1,207,194 | SH | SOLE | NONE | 550,390 | 0 | 656,804 | |
SPDR S&P 500 ETF Trust | TR UNIT | 78462F103 | 2,725,336 | 4,411 | SH | SOLE | NONE | 0 | 0 | 4,411 | |
Carvana Co | CL A | 146869102 | 188,698 | 560 | SH | SOLE | NONE | 0 | 0 | 560 | |
Nautilus Biotechnology Inc | COM | 63909J108 | 144,980 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 |