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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1stdibs.com, Inc. COM 320551104   642,175 161,757 SH   SOLE   161,757 0 0
3M Co. COM 88579y101   420,440 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100   2,531,500 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   3,984,250 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305   2,282,060 22,000 SH   SOLE   22,000 0 0
Alphabet Inc. Class C COM 02079k107   2,292,160 22,040 SH   SOLE   22,040 0 0
Amazon.Com Inc. COM 023135106   3,829,993 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   5,329,568 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM 049468101   41,548,608 242,733 SH   SOLE   242,733 0 0
Berkshire Hathaway Inc., Class COM 084670207   5,217,287 16,897 SH   SOLE   16,897 0 0
Block (fka Square), Inc. COM 852234103   14,495,928 211,157 SH   SOLE   211,157 0 0
Couchbase, Inc. COM 22207T101   7,472,468 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   31,146,216 226,914 SH   SOLE   226,914 0 0
Datadog, Inc. COM 23804L103   24,028,735 330,701 SH   SOLE   330,701 0 0
Eli Lilly and Co. COM 532457108   4,632,736 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   13,801,451 402,492 SH   SOLE   402,492 0 0
Grove Collaborative Holdings, COM 39957D102   1,458,515 3,329,943 SH   SOLE   3,329,943 0 0
Halliburton Co. COM 406216101   1,645,059 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103   18,930,478 646,312 SH   SOLE   646,312 0 0
Intuit Inc. COM 461202103   2,229,150 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,499,840 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105   2,454,205 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   2,289,376 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   3,902,429 13,536 SH   SOLE   13,536 0 0
MongoDB, Inc COM 60937P106   23,749,333 101,876 SH   SOLE   101,876 0 0
Netflix, Inc. COM 64110l106   1,554,660 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   16,786,868 3,526,653 SH   SOLE   3,526,653 0 0
Okta, Inc. COM 679295105   26,140,034 303,108 SH   SOLE   303,108 0 0
Oportun Financial Corp. COM 68376D104   2,270,579 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   12,528,802 1,915,719 SH   SOLE   1,915,719 0 0
PLAYSTUDIOS, Inc. COM 72815G108   581,725 157,649 SH   SOLE   157,649 0 0
Royal Dutch Shell Plc COM 780259206   1,388,728 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   2,436,717 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   1,768,287 36,014 SH   SOLE   36,014 0 0
Science 37 Holdings, Inc. COM 808644108   996,814 3,539,824 SH   SOLE   3,539,824 0 0
Sea Limited COM 81141R100   18,613,789 215,064 SH   SOLE   215,064 0 0
ServiceNow, Inc. COM 81762p102   27,407,327 58,976 SH   SOLE   58,976 0 0
Smartsheet Inc. COM 83200N103   21,736,572 454,740 SH   SOLE   454,740 0 0
Snowflake, Inc. COM 833445109   28,523,592 184,870 SH   SOLE   184,870 0 0
Target Corp. COM 87612e106   2,176,378 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   18,462,680 1,040,151 SH   SOLE   1,040,151 0 0
Visa Inc. COM 92826c839   4,509,200 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101   716,388 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101   2,984,503 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109   5,372,928 358,913 SH   SOLE   358,913 0 0