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
1stdibs.com, Inc. COM 320551104 4,183 523,560 SH   SOLE   523,560 0 0
3M Co. COM 88579y101 596 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,959 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 4,053 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 3,059 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 3,078 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 6,044 1,854 SH   SOLE   1,854 0 0
Apple Inc. COM 037833100 5,643 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 57,890 197,020 SH   SOLE   197,020 0 0
Berkshire Hathaway Inc., Class COM 084670207 5,963 16,897 SH   SOLE   16,897 0 0
Bird Global, Inc. COM 09077J107 4,822 1,968,163 SH   SOLE   1,968,163 0 0
Block (fka Square), Inc. COM 852234103 39,653 292,424 SH   SOLE   292,424 0 0
Compass, Inc. COM 20464U100 14,784 1,880,925 SH   SOLE   1,880,925 0 0
Couchbase, Inc. COM 22207T101 9,258 531,470 SH   SOLE   531,470 0 0
CrowdStrike Holdings, Inc COM 22788C105 58,744 258,695 SH   SOLE   258,695 0 0
Datadog, Inc. COM 23804L103 44,408 293,179 SH   SOLE   293,179 0 0
Eli Lilly and Co. COM 532457108 3,863 13,490 SH   SOLE   13,490 0 0
Farfetch Limited COM 30744w107 25,891 1,712,375 SH   SOLE   1,712,375 0 0
Halliburton Co. COM 406216101 1,969 51,993 SH   SOLE   51,993 0 0
HashiCorp, Inc COM 418100103 9,761 180,751 SH   SOLE   180,751 0 0
Intuit Inc. COM 461202103 2,404 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,858 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,893 23,068 SH   SOLE   23,068 0 0
Meta Platforms, Inc. (fka Face COM 30303m102 2,513 11,300 SH   SOLE   11,300 0 0
Microsoft Corp. COM 594918104 4,173 13,536 SH   SOLE   13,536 0 0
Netflix, Inc. COM 64110l106 1,686 4,500 SH   SOLE   4,500 0 0
Nu Holdings Ltd. COM G6683N103 25,783 3,339,807 SH   SOLE   3,339,807 0 0
Okta, Inc. COM 679295105 55,707 369,021 SH   SOLE   369,021 0 0
Oportun Financial Corp. COM 68376D104 8,447 588,233 SH   SOLE   588,233 0 0
Oscar Health, Inc. COM 687793109 19,100 1,915,719 SH   SOLE   1,915,719 0 0
PLAYSTUDIOS, Inc. COM 72815G108 165 34,020 SH   SOLE   34,020 0 0
Palantir Technologies Inc. COM 69608A108 32,276 2,350,783 SH   SOLE   2,350,783 0 0
Royal Dutch Shell Plc COM 780259206 1,326 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,590 12,197 SH   SOLE   12,197 0 0
Samsara Inc. COM 79589L106 1,612 100,636 SH   SOLE   100,636 0 0
Schlumberger Ltd. COM 806857108 1,488 36,014 SH   SOLE   36,014 0 0
Sea Limited COM 81141R100 23,887 199,408 SH   SOLE   199,408 0 0
ServiceNow, Inc. COM 81762p102 26,169 46,991 SH   SOLE   46,991 0 0
Shopify Inc. COM 82509L107 32,141 47,548 SH   SOLE   47,548 0 0
Smartsheet Inc. COM 83200N103 31,192 569,410 SH   SOLE   569,410 0 0
Snowflake, Inc. COM 833445109 39,859 173,958 SH   SOLE   173,958 0 0
Sumo Logic, Inc. COM 86646P103 26,700 2,287,909 SH   SOLE   2,287,909 0 0
Target Corp. COM 87612e106 2,789 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108 33,257 1,530,467 SH   SOLE   1,530,467 0 0
Twilio Inc. COM 90138f102 35,495 215,371 SH   SOLE   215,371 0 0
Visa Inc. COM 92826c839 4,435 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 929 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 3,460 14,450 SH   SOLE   14,450 0 0
Xometry, Inc COM 98423F109 12,465 339,180 SH   SOLE   339,180 0 0