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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co. COM 88579y101   400,360 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100   2,725,500 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109   3,368,250 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305   2,633,400 22,000 SH   SOLE   22,000 0 0
Alphabet Inc. Class C COM 02079k107   2,666,179 22,040 SH   SOLE   22,040 0 0
Amazon.Com Inc. COM 023135106   4,833,749 37,080 SH   SOLE   37,080 0 0
Apple Inc. COM 037833100   6,269,110 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM 049468101   29,041,534 173,062 SH   SOLE   173,062 0 0
Berkshire Hathaway Inc., Class COM 084670207   5,761,877 16,897 SH   SOLE   16,897 0 0
Bill.com Holdings, Inc. COM 090043100   9,735,708 83,318 SH   SOLE   83,318 0 0
Block (fka Square), Inc. COM 852234103   13,867,064 208,308 SH   SOLE   208,308 0 0
Couchbase, Inc. COM 22207T101   8,407,855 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105   26,792,172 182,421 SH   SOLE   182,421 0 0
Datadog, Inc. COM 23804L103   32,151,076 326,805 SH   SOLE   326,805 0 0
Eli Lilly and Co. COM 532457108   6,326,540 13,490 SH   SOLE   13,490 0 0
Gitlab Inc. COM 37637K108   20,350,929 398,179 SH   SOLE   398,179 0 0
Grove Collaborative Holdings, COM 39957D201   1,178,797 665,987 SH   SOLE   665,987 0 0
Halliburton Co. COM 406216101   1,715,249 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103   16,768,866 640,522 SH   SOLE   640,522 0 0
Intuit Inc. COM 461202103   2,290,950 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104   2,669,507 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105   2,661,817 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303M102   3,099,958 10,802 SH   SOLE   10,802 0 0
Microsoft Corp. COM 594918104   17,652,231 51,836 SH   SOLE   51,836 0 0
MongoDB, Inc COM 60937P106   32,143,117 78,209 SH   SOLE   78,209 0 0
Netflix, Inc. COM 64110l106   1,982,205 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103   28,162,108 3,569,342 SH   SOLE   3,569,342 0 0
Okta, Inc. COM 679295105   20,653,886 297,821 SH   SOLE   297,821 0 0
Oportun Financial Corp. COM 68376D104   3,511,751 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109   15,440,695 1,915,719 SH   SOLE   1,915,719 0 0
Royal Dutch Shell Plc COM 780259206   1,457,271 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302   2,576,738 12,197 SH   SOLE   12,197 0 0
Schlumberger Ltd. COM 806857108   1,769,008 36,014 SH   SOLE   36,014 0 0
Science 37 Holdings, Inc. COM 808644108   752,213 3,539,824 SH   SOLE   3,539,824 0 0
ServiceNow, Inc. COM 81762p102   32,778,586 58,328 SH   SOLE   58,328 0 0
Smartsheet Inc. COM 83200N103   13,120,731 342,936 SH   SOLE   342,936 0 0
Snowflake, Inc. COM 833445109   32,168,968 182,799 SH   SOLE   182,799 0 0
Target Corp. COM 87612e106   1,733,166 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108   23,460,973 1,039,476 SH   SOLE   1,039,476 0 0
Visa Inc. COM 92826c839   4,749,600 20,000 SH   SOLE   20,000 0 0
Workday, Inc. COM 98138h101   3,264,110 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109   7,516,210 354,873 SH   SOLE   354,873 0 0