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
MasTec Inc COM 576323109 54,465,999 130,909 SH SOLE NONE 69,277 0 61,632
Union Pacific Corp COM 907818108 27,672,736 101,738 SH SOLE NONE 50,869 0 50,869
Vanguard Mid-Cap ETF MID CAP ETF 922908629 25,486,869 316,332 SH SOLE NONE 0 0 316,332
Vanguard Small-Cap Value ETF SM CP VAL ETF 922908611 25,352,362 104,335 SH SOLE NONE 0 0 104,335
DoorDash Inc CL A 25809K105 24,691,221 133,806 SH SOLE NONE 58,468 0 75,338
iShares Core MSCI EAFE ETF CORE MSCI EAFE 46432F842 22,646,175 234,481 SH SOLE NONE 0 0 234,481
First Solar Inc COM 336433107 20,925,641 88,683 SH SOLE NONE 38,365 0 50,318
CRH PLC ORD G25508105 19,603,791 183,213 SH SOLE NONE 84,806 0 98,407
Coeur Mining Inc COM NEW 192108504 18,391,971 1,126,959 SH SOLE NONE 467,154 0 659,805
Rocket Cos Inc COM CL A 77311W101 17,097,476 1,085,554 SH SOLE NONE 651,332 0 434,222
Zillow Group Inc CL C CAP STK 98954M200 10,978,448 348,301 SH SOLE NONE 261,225 0 87,076
State Street SPDR S&P 500 ETF TR UNIT 78462F103 9,289,072 12,439 SH SOLE NONE 0 0 12,439
Legalzoom.com Inc COM 52466B103 5,623,165 917,319 SH SOLE NONE 550,390 0 366,929
Nautilus Biotechnology Inc COM 63909J108 374,000 200,000 SH SOLE NONE 200,000 0 0