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 88579y101 699 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,737 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 2,679 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 1,928 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 1,931 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 6,038 1,854 SH   SOLE   1,854 0 0
AppFolio, Inc. COM 03783c100 15,832 87,936 SH   SOLE   87,936 0 0
Apple Inc. COM 037833100 4,289 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 70,710 302,348 SH   SOLE   302,348 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,918 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266l106 59,411 175,301 SH   SOLE   175,301 0 0
CrowdStrike Holdings, Inc COM 22788C105 70,103 330,957 SH   SOLE   330,957 0 0
Datadog, Inc. COM 23804L103 27,728 281,676 SH   SOLE   281,676 0 0
DocuSign, Inc. COM 256163106 61,279 275,658 SH   SOLE   275,658 0 0
Eli Lilly and Co. COM 532457108 2,278 13,490 SH   SOLE   13,490 0 0
Eog Resources, Inc. COM 26875p101 506 10,140 SH   SOLE   10,140 0 0
Facebook, Inc. COM 30303m102 3,087 11,300 SH   SOLE   11,300 0 0
Farfetch Limited COM 30744w107 162,715 2,550,000 SH   SOLE   2,550,000 0 0
General Mills, Inc. COM 370334104 1,568 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 2,181 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 983 51,993 SH   SOLE   51,993 0 0
Intuit Inc. COM 461202103 1,899 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,538 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,887 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 3,011 13,536 SH   SOLE   13,536 0 0
Netflix, Inc. COM 64110l106 38,951 72,034 SH   SOLE   72,034 0 0
Okta, Inc. COM 679295105 43,586 171,423 SH   SOLE   171,423 0 0
Oportun Financial Corp. COM 68376D104 22,982 1,186,454 SH   SOLE   1,186,454 0 0
Royal Dutch Shell Plc COM 780259206 848 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,272 10,212 SH   SOLE   10,212 0 0
Schlumberger Ltd. COM 806857108 786 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102 34,516 62,707 SH   SOLE   62,707 0 0
Shopify Inc. COM 82509L107 47,536 41,995 SH   SOLE   41,995 0 0
Smartsheet Inc. COM 83200N103 59,952 865,236 SH   SOLE   865,236 0 0
Snowflake, Inc. COM 833445109 23,919 85,000 SH   SOLE   85,000 0 0
Square, Inc. COM 852234103 52,767 242,449 SH   SOLE   242,449 0 0
Sumo Logic, Inc. COM 86646P103 4,716 165,000 SH   SOLE   165,000 0 0
Target Corp. COM 87612e106 2,320 13,140 SH   SOLE   13,140 0 0
Twilio Inc. COM 90138f102 69,321 204,790 SH   SOLE   204,790 0 0
Unity Software Inc. COM 91332U101 767 5,000 SH   SOLE   5,000 0 0
Veeva Systems Inc. COM 922475108 30,596 112,381 SH   SOLE   112,381 0 0
Visa Inc. COM 92826c839 4,375 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 578 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 48,392 201,961 SH   SOLE   201,961 0 0
Zoom Video Communications, Inc COM 98980l101 29,864 88,532 SH   SOLE   88,532 0 0