Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Mastercard Inc,MA,cl a, ,57636Q104,31072.0,89356.0,16.183 Fiserv Inc,FISV,, ,337738108,30887.0,305601.0,16.087 Microsoft Corp,MSFT,, ,594918104,25024.0,104345.0,13.033 Amazon.com Inc,AMZN,, ,023135106,22325.0,265775.0,11.627 Select Energy Services Inc,WTTR,,Buy,81617J301,15690.0,1698040.0,8.172 Intuit Inc,INTU,, ,461202103,15401.0,39568.0,8.021 Crowdstrike Holdings Inc,CRWD,cl a, ,22788C105,14339.0,136188.0,7.468 Legalzoom.com Inc,LZ,, ,52466B103,9559.0,1235039.0,4.979 Rocket Cos Inc,RKT,, ,77311W101,8814.0,1259179.0,4.591 NU Holdings Ltd/Cayman Island,,, ,G6683N103,7560.0,1857507.0,3.937 Toast Inc,,cl a, ,888787108,6667.0,369766.0,3.472 Peloton Interactive Inc,PTON,, ,70614W100,3791.0,477405.0,1.974 HashiCorp Inc,,,New,418100103,516.0,18884.0,0.269 Nautilus Biotechnology Inc,NAUT,, ,63909J108,360.0,200000.0,0.187 Samsara Inc,,,Exit,79589L106,0.0,-32546.0,-0.205