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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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 2,418 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,427 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079K305 18,788 17,836 SH   SOLE   17,836 0 0
Alphabet Inc. Class C COM 02079K107 1,499 1,433 SH   SOLE   1,433 0 0
Amazon.com Inc. COM 023135106 42,131 36,026 SH   SOLE   36,026 0 0
AppFolio, Inc COM 03783C100 13,080 315,190 SH   SOLE   315,190 0 0
Apple Computer COM 037833100 1,422 8,400 SH   SOLE   8,400 0 0
Atlassian Corporation COM G06242104 21,027 461,929 SH   SOLE   461,929 0 0
Berk. Hath. Class B COM 084670207 3,349 16,897 SH   SOLE   16,897 0 0
Cloudera Inc. COM 18914U100 30,703 1,858,542 SH   SOLE   1,858,542 0 0
EOG Resources Inc. COM 293562104 1,094 10,140 SH   SOLE   10,140 0 0
Eli Lilly & Co. COM 532457108 1,139 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 27,377 155,145 SH   SOLE   155,145 0 0
General Electric COM 369604103 977 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,581 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,258 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 977 20,000 SH   SOLE   20,000 0 0
Intel COM 458140100 2,308 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 789 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,253 16,128 SH   SOLE   16,128 0 0
Mercadolibre, Inc. COM 58733R102 11,042 35,092 SH   SOLE   35,092 0 0
Merck COM 589331107 1,298 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 941 4,000 SH   SOLE   4,000 0 0
Netflix COM 64110L106 21,533 112,174 SH   SOLE   112,174 0 0
Okta, Inc. COM 679295105 60,011 2,343,268 SH   SOLE   2,343,268 0 0
Palo Alto Networks, Inc. COM 697435105 21,865 150,856 SH   SOLE   150,856 0 0
Proofpoint COM 743424103 11,110 125,095 SH   SOLE   125,095 0 0
Pure Storage, Inc. COM 74624M102 32,477 2,047,710 SH   SOLE   2,047,710 0 0
Royal Dutch Shell PLC COM 780259206 1,610 24,135 SH   SOLE   24,135 0 0
Salesforce.com Inc. COM 79466L302 30,789 301,169 SH   SOLE   301,169 0 0
Schlumberger Ltd. COM 806857108 1,452 21,550 SH   SOLE   21,550 0 0
ServiceNow, Inc. COM 81762P102 20,697 158,733 SH   SOLE   158,733 0 0
Splunk, Inc. COM 848637104 17,855 215,537 SH   SOLE   215,537 0 0
Suncor Energy COM 867224107 952 25,915 SH   SOLE   25,915 0 0
Target CP COM 239753106 857 13,140 SH   SOLE   13,140 0 0
Veeva Systems COM 922475108 16,064 290,602 SH   SOLE   290,602 0 0
Visa, Inc. COM 92826C839 2,280 20,000 SH   SOLE   20,000 0 0
Wells Fargo Bank COM 949746101 1,163 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 22,659 222,716 SH   SOLE   222,716 0 0
Zillow Group, Inc Class C COM 98954M200 12,917 315,665 SH   SOLE   315,665 0 0