The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 17,681,489 | 61,488 | SH | SOLE | N/A | 61,488 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 30,653,803 | 147,183 | SH | SOLE | N/A | 147,183 | 0 | 0 | |
| COUPANG INC | CL A | 22266T109 | 16,666,622 | 882,766 | SH | SOLE | N/A | 882,766 | 0 | 0 | |
| CRH PLC | ORD | G25508105 | 19,846,551 | 188,799 | SH | SOLE | N/A | 188,799 | 0 | 0 | |
| FIGMA INC | CLASS A COM STK | 316841105 | 594,309 | 28,113 | SH | SOLE | N/A | 28,113 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 11,411,688 | 57,851 | SH | SOLE | N/A | 57,851 | 0 | 0 | |
| GE AEROSPACE | COM NEW | 369604301 | 18,945,337 | 66,763 | SH | SOLE | N/A | 66,763 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 30,008,167 | 200,643 | SH | SOLE | N/A | 200,643 | 0 | 0 | |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 48,275,579 | 692,123 | SH | SOLE | N/A | 692,123 | 0 | 0 | |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 97,580,114 | 1,077,876 | SH | SOLE | N/A | 1,077,876 | 0 | 0 | |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | 14,828,385 | 113,237 | SH | SOLE | N/A | 113,237 | 0 | 0 | |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 | 21,631,278 | 229,851 | SH | SOLE | N/A | 229,851 | 0 | 0 | |
| MASTEC INC | COM | 576323109 | 25,489,852 | 79,225 | SH | SOLE | N/A | 79,225 | 0 | 0 | |
| MEDLINE INC | COM CL A | 58507V107 | 4,180,731 | 93,949 | SH | SOLE | N/A | 93,949 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 20,634,756 | 55,744 | SH | SOLE | N/A | 55,744 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 21,401,553 | 49,058 | SH | SOLE | N/A | 49,058 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 18,517,094 | 106,176 | SH | SOLE | N/A | 106,176 | 0 | 0 | |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 18,278,817 | 320,681 | SH | SOLE | N/A | 320,681 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 19,577,975 | 46,029 | SH | SOLE | N/A | 46,029 | 0 | 0 | |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | 12,489,489 | 152,348 | SH | SOLE | N/A | 152,348 | 0 | 0 | |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | 25,491,521 | 173,873 | SH | SOLE | N/A | 173,873 | 0 | 0 | |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 18,570,330 | 251,222 | SH | SOLE | N/A | 251,222 | 0 | 0 | |
| SONIDA SENIOR LIVING INC | COM | 140475203 | 5,966,250 | 185,000 | SH | SOLE | N/A | 185,000 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 28,295,202 | 83,726 | SH | SOLE | N/A | 83,726 | 0 | 0 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 264,557,494 | 442,737 | SH | SOLE | N/A | 442,737 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 27,279,647 | 155,298 | SH | SOLE | N/A | 155,298 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 27,220,037 | 90,061 | SH | SOLE | N/A | 90,061 | 0 | 0 | |