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
ALPHABET INC CAP STK CL A 02079K305 18,490,933 104,925 SH SOLE N/A 0 0 104,925
AMAZON COM INC COM 023135106 38,585,655 175,877 SH SOLE N/A 0 0 175,877
COUPANG INC CL A 22266T109 25,803,679 861,271 SH SOLE N/A 0 0 861,271
GE AEROSPACE COM NEW 369604301 32,487,251 126,218 SH SOLE N/A 0 0 126,218
GUIDEWIRE SOFTWARE INC COM 40171V100 28,142,161 119,525 SH SOLE N/A 0 0 119,525
ISHARES INC CORE MSCI EMKT 46434G103 46,803,890 779,675 SH SOLE N/A 0 0 779,675
ISHARES TR CORE MSCI EAFE 46432F842 110,311,095 1,322,675 SH SOLE N/A 0 0 1,322,675
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 26,396,965 325,246 SH SOLE N/A 0 0 325,246
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 12,612,732 120,696 SH SOLE N/A 0 0 120,696
MASTEC INC COM 576323109 25,872,297 151,806 SH SOLE N/A 0 0 151,806
MICROSOFT CORP COM 594918104 38,877,068 78,159 SH SOLE N/A 0 0 78,159
MOODYS CORP COM 615369105 28,683,424 57,185 SH SOLE N/A 0 0 57,185
PROCORE TECHNOLOGIES INC COM 74275K108 11,989,442 175,233 SH SOLE N/A 0 0 175,233
S&P GLOBAL INC COM 78409V104 21,325,717 40,444 SH SOLE N/A 0 0 40,444
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11,698,789 144,483 SH SOLE N/A 0 0 144,483
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 30,214,257 224,158 SH SOLE N/A 0 0 224,158
SHERWIN WILLIAMS CO COM 824348106 19,236,057 56,023 SH SOLE N/A 0 0 56,023
SOMNIGROUP INTERNATIONAL INC COM 88023U101 27,954,736 410,797 SH SOLE N/A 0 0 410,797
SONIDA SENIOR LIVING INC COM 140475203 4,615,750 185,000 SH SOLE N/A 0 0 185,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 27,991,673 123,589 SH SOLE N/A 0 0 123,589
US FOODS HLDG CORP COM 912008109 17,890,655 232,316 SH SOLE N/A 0 0 232,316
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 344,278,439 606,092 SH SOLE N/A 0 0 606,092
VEEVA SYS INC CL A COM 922475108 21,781,943 75,637 SH SOLE N/A 0 0 75,637
VISA INC COM CL A 92826C839 26,291,808 74,051 SH SOLE N/A 0 0 74,051