The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AbbVie Inc. | COM | 002874Y10 | 1,813 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Abbott Laboratories | COM | 002824100 | 1,215 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Alphabet Inc. Class A | COM | 02079K305 | 22,336 | 24,026 | SH | SOLE | 24,026 | 0 | 0 | ||
Alphabet Inc. Class C | COM | 02079K107 | 2,381 | 2,620 | SH | SOLE | 2,620 | 0 | 0 | ||
Amazon.com Inc. | COM | 023135106 | 41,575 | 42,949 | SH | SOLE | 42,949 | 0 | 0 | ||
AppFolio, Inc | COM | 03783C100 | 8,150 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 1,210 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
Atlassian Corporation | COM | G06242104 | 17,128 | 486,854 | SH | SOLE | 486,854 | 0 | 0 | ||
Automatic Data Processing, Inc | COM | 053015103 | 731 | 7,130 | SH | SOLE | 7,130 | 0 | 0 | ||
Berk. Hath. Class B | COM | 084670207 | 2,862 | 16,897 | SH | SOLE | 16,897 | 0 | 0 | ||
EOG Resources Inc. | COM | 293562104 | 918 | 10,140 | SH | SOLE | 10,140 | 0 | 0 | ||
Eli Lilly & Co. | COM | 532457108 | 1,110 | 13,490 | SH | SOLE | 13,490 | 0 | 0 | ||
Facebook, Inc. | COM | 30303M102 | 28,396 | 188,076 | SH | SOLE | 188,076 | 0 | 0 | ||
General Electric | COM | 369604103 | 1,513 | 56,016 | SH | SOLE | 56,016 | 0 | 0 | ||
General Mills | COM | 370334104 | 1,478 | 26,672 | SH | SOLE | 26,672 | 0 | 0 | ||
Guidewire Software, Inc. | COM | 40171V100 | 1,164 | 16,940 | SH | SOLE | 16,940 | 0 | 0 | ||
Halliburton Co. | COM | 406216101 | 854 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Intel | COM | 458140100 | 1,687 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Intuit, Inc. | COM | 461202103 | 664 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 2,134 | 16,128 | SH | SOLE | 16,128 | 0 | 0 | ||
Mercadolibre, Inc. | COM | 58733R102 | 17,179 | 68,473 | SH | SOLE | 68,473 | 0 | 0 | ||
Merck | COM | 589331107 | 1,478 | 23,068 | SH | SOLE | 23,068 | 0 | 0 | ||
Minnesota Mining | COM | 604059105 | 833 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
Netflix | COM | 64110L106 | 20,325 | 136,034 | SH | SOLE | 136,034 | 0 | 0 | ||
New Relic, Inc. | COM | 64829B100 | 11,054 | 257,010 | SH | SOLE | 257,010 | 0 | 0 | ||
Okta, Inc. | COM | 679295105 | 1,656 | 72,645 | SH | SOLE | 72,645 | 0 | 0 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 24,576 | 183,663 | SH | SOLE | 183,663 | 0 | 0 | ||
Proofpoint | COM | 743424103 | 7,912 | 91,117 | SH | SOLE | 91,117 | 0 | 0 | ||
Pure Storage, Inc. | COM | 74624M102 | 28,547 | 2,228,514 | SH | SOLE | 2,228,514 | 0 | 0 | ||
Royal Dutch Shell PLC | COM | 780259206 | 1,284 | 24,135 | SH | SOLE | 24,135 | 0 | 0 | ||
Salesforce.com Inc. | COM | 79466L302 | 30,531 | 352,554 | SH | SOLE | 352,554 | 0 | 0 | ||
Schlumberger Ltd. | COM | 806857108 | 1,053 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
ServiceNow, Inc. | COM | 81762P102 | 15,119 | 142,636 | SH | SOLE | 142,636 | 0 | 0 | ||
Splunk, Inc. | COM | 848637104 | 19,491 | 342,600 | SH | SOLE | 342,600 | 0 | 0 | ||
Suncor Energy | COM | 867224107 | 757 | 25,915 | SH | SOLE | 25,915 | 0 | 0 | ||
Target CP | COM | 239753106 | 687 | 13,140 | SH | SOLE | 13,140 | 0 | 0 | ||
Veeva Systems | COM | 922475108 | 9,849 | 160,636 | SH | SOLE | 160,636 | 0 | 0 | ||
Visa, Inc. | COM | 92826C839 | 1,876 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Wells Fargo Bank | COM | 949746101 | 1,062 | 19,165 | SH | SOLE | 19,165 | 0 | 0 | ||
Workday, Inc. | COM | 98138H101 | 25,906 | 267,071 | SH | SOLE | 267,071 | 0 | 0 | ||
Zillow Group, Inc Class C | COM | 98954M200 | 11,279 | 230,137 | SH | SOLE | 230,137 | 0 | 0 |