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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AbbVie Inc. COM 002874Y10 1,285 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 963 25,000 SH   SOLE   25,000 0 0
Amazon.com COM 023135106 19,420 57,734 SH   SOLE   57,734 0 0
Apple Computer COM 037833100 644 1,200 SH   SOLE   1,200 0 0
Automatic Data Processing, Inc COM 053015103 534 6,911 SH   SOLE   6,911 0 0
Baidu COM 056752108 5,096 33,466 SH   SOLE   33,466 0 0
Berk. Hath. Class B COM 084670207 3,455 27,650 SH   SOLE   27,650 0 0
EMC Corporation COM 268648102 1,096 40,000 SH   SOLE   40,000 0 0
Equinix COM 29444U502 10,482 56,710 SH   SOLE   56,710 0 0
Facebook, Inc. COM 30303M102 15,630 259,470 SH   SOLE   259,470 0 0
Financial Engines, Inc. COM 317485100 9,972 196,374 SH   SOLE   196,374 0 0
General Electric COM 369604103 1,450 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,382 26,672 SH   SOLE   26,672 0 0
Google Inc COM 38259P508 17,080 15,325 SH   SOLE   15,325 0 0
Guidewire Software COM 40171V100 10,903 222,275 SH   SOLE   222,275 0 0
Halliburton Co. COM 406216101 1,372 23,300 SH   SOLE   23,300 0 0
IBM COM 459200101 1,779 9,240 SH   SOLE   9,240 0 0
Imperva COM 45321L100 8,060 144,695 SH   SOLE   144,695 0 0
Intel COM 458140100 1,291 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 389 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 1,712 17,428 SH   SOLE   17,428 0 0
Liberty Global Inc COM 530555101 281 6,900 SH   SOLE   6,900 0 0
Linear Technology COM 535678106 2,094 43,001 SH   SOLE   43,001 0 0
Linkedin Corporation COM 53578A108 14,111 76,300 SH   SOLE   76,300 0 0
Mercadolibre, Inc. COM 58733R102 11,249 118,270 SH   SOLE   118,270 0 0
Merck COM 589331107 1,310 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 543 4,000 SH   SOLE   4,000 0 0
NetSuite Inc. COM 64118Q107 7,614 80,294 SH   SOLE   80,294 0 0
Nimble Storage COM 65440R101 13,579 358,375 SH   SOLE   358,375 0 0
Oracle Corporation COM 68389X105 818 20,000 SH   SOLE   20,000 0 0
Palo Alto Networks COM 697435105 9,839 143,429 SH   SOLE   143,429 0 0
Qualcomm Inc COM 747525103 694 8,800 SH   SOLE   8,800 0 0
Rally Software COM 751198102 4,217 315,153 SH   SOLE   315,153 0 0
Royal Dutch Shell PLC COM 780259206 292 4,000 SH   SOLE   4,000 0 0
SPRD Gold Trust COM 78463V107 210 1,700 SH   SOLE   1,700 0 0
Salesforce.com Inc. COM 79466L302 10,486 183,678 SH   SOLE   183,678 0 0
Schlumberger Ltd. COM 806857108 1,560 16,000 SH   SOLE   16,000 0 0
Schwab Charles Corp COM 808513105 273 10,000 SH   SOLE   10,000 0 0
ServiceNow COM 81762P102 9,960 166,226 SH   SOLE   166,226 0 0
Silver Spring Networks, Inc COM 82817Q103 645 37,083 SH   SOLE   37,083 0 0
Target CP COM 239753106 795 13,140 SH   SOLE   13,140 0 0
Twitter COM 90184L102 13,617 291,770 SH   SOLE   291,770 0 0
Violin Memory, Inc COM 92763A101 1,952 487,999 SH   SOLE   487,999 0 0
Visa, Inc. COM 92826C839 1,079 5,000 SH   SOLE   5,000 0 0
Workday COM 98138H101 16,233 177,550 SH   SOLE   177,550 0 0
Xoom Corporation COM 98419Q101 11,659 597,306 SH   SOLE   597,306 0 0
YuMe, Inc COM 98872B104 5,136 702,642 SH   SOLE   702,642 0 0