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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

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