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
3M Co. COM 604059105 762 4,000 SH   SOLE   4,000 0 0
AbbVie Inc. COM 002874Y10 2,305 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,808 25,000 SH   SOLE   25,000 0 0
Alphabet Inc., Class A COM 02079K305 1,149 1,100 SH   SOLE   1,100 0 0
Alphabet Inc., Class C COM 02079K107 1,141 1,102 SH   SOLE   1,102 0 0
Amazon.com, Inc. COM 023135106 45,837 30,518 SH   SOLE   30,518 0 0
AppFolio, Inc. COM 03783C100 15,828 267,275 SH   SOLE   267,275 0 0
Apple Inc. COM 037833100 1,325 8,400 SH   SOLE   8,400 0 0
Atlassian Corp. Plc COM G06242104 45,723 513,856 SH   SOLE   513,856 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,450 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266L106 10,686 170,000 SH   SOLE   170,000 0 0
DocuSign, Inc. COM 256163106 24,849 619,984 SH   SOLE   619,984 0 0
Domo, Inc. COM 257554105 3,880 197,669 SH   SOLE   197,669 0 0
Dropbox, Inc. COM 26210C104 17,094 836,697 SH   SOLE   836,697 0 0
EOG Resources, Inc. COM 293562104 884 10,140 SH   SOLE   10,140 0 0
Eli Lilly and Co. COM 532457108 1,561 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 28,975 221,029 SH   SOLE   221,029 0 0
General Mills, Inc. COM 370334104 1,039 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,359 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 939 35,313 SH   SOLE   35,313 0 0
Intel Corp. COM 458140100 2,346 50,000 SH   SOLE   50,000 0 0
Intuit Inc. COM 461202103 984 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,081 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 589331107 1,763 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 1,247 12,280 SH   SOLE   12,280 0 0
Netflix, Inc. COM 64110L106 16,128 60,257 SH   SOLE   60,257 0 0
Okta, Inc. COM 679295105 19,026 298,213 SH   SOLE   298,213 0 0
Palo Alto Networks, Inc. COM 697435105 22,567 119,813 SH   SOLE   119,813 0 0
Proofpoint, Inc. COM 743424103 16,316 194,684 SH   SOLE   194,684 0 0
Royal Dutch Shell Plc COM 780259206 1,406 24,135 SH   SOLE   24,135 0 0
SVMK Inc. COM 78489X103 309 25,200 SH   SOLE   25,200 0 0
Salesforce.com, Inc. COM 79466L302 40,782 297,742 SH   SOLE   297,742 0 0
Schlumberger Ltd. COM 806857108 895 24,803 SH   SOLE   24,803 0 0
ServiceNow, Inc. COM 81762P102 38,857 218,238 SH   SOLE   218,238 0 0
Splunk Inc. COM 848637104 20,206 192,717 SH   SOLE   192,717 0 0
Suncor Energy Inc. COM 867224107 725 25,915 SH   SOLE   25,915 0 0
Target Corp. COM 239753106 868 13,140 SH   SOLE   13,140 0 0
Tenable Holdings, Inc. COM 88025T102 774 34,869 SH   SOLE   34,869 0 0
Twilio Inc. COM 90138F102 12,511 140,100 SH   SOLE   140,100 0 0
Veeva Systems Inc. COM 922475108 21,890 245,077 SH   SOLE   245,077 0 0
Visa Inc. COM 92826C839 2,639 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 883 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 31,927 199,943 SH   SOLE   199,943 0 0