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 771 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,996 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 2,705 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 2,269 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 2,280 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 5,736 1,854 SH   SOLE   1,854 0 0
AppFolio, Inc. COM 03783c100 29,171 206,289 SH   SOLE   206,289 0 0
Apple Inc. COM 037833100 3,948 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 57,975 275,074 SH   SOLE   275,074 0 0
Berkshire Hathaway Inc., Class COM 084670207 4,317 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266l106 41,127 161,610 SH   SOLE   161,610 0 0
CrowdStrike Holdings, Inc COM 22788C105 55,668 305,016 SH   SOLE   305,016 0 0
Datadog, Inc. COM 23804L103 24,499 293,964 SH   SOLE   293,964 0 0
DocuSign, Inc. COM 256163106 61,643 304,483 SH   SOLE   304,483 0 0
Eli Lilly and Co. COM 532457108 2,520 13,490 SH   SOLE   13,490 0 0
Eog Resources, Inc. COM 26875p101 735 10,140 SH   SOLE   10,140 0 0
Facebook, Inc. COM 30303m102 3,328 11,300 SH   SOLE   11,300 0 0
Farfetch Limited COM 30744w107 109,702 2,069,062 SH   SOLE   2,069,062 0 0
General Mills, Inc. COM 370334104 1,636 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 1,722 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 1,116 51,993 SH   SOLE   51,993 0 0
Intuit Inc. COM 461202103 1,915 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,651 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,778 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 3,191 13,536 SH   SOLE   13,536 0 0
Netflix, Inc. COM 64110l106 34,171 65,505 SH   SOLE   65,505 0 0
Okta, Inc. COM 679295105 61,222 277,741 SH   SOLE   277,741 0 0
Oportun Financial Corp. COM 68376D104 24,571 1,186,454 SH   SOLE   1,186,454 0 0
Palantir Technologies Inc. COM 69608A108 55,565 2,385,783 SH   SOLE   2,385,783 0 0
Royal Dutch Shell Plc COM 780259206 946 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,164 10,212 SH   SOLE   10,212 0 0
Schlumberger Ltd. COM 806857108 979 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102 28,096 56,179 SH   SOLE   56,179 0 0
Shopify Inc. COM 82509L107 58,692 53,043 SH   SOLE   53,043 0 0
Smartsheet Inc. COM 83200N103 50,406 788,584 SH   SOLE   788,584 0 0
Snowflake, Inc. COM 833445109 24,428 106,542 SH   SOLE   106,542 0 0
Square, Inc. COM 852234103 50,778 223,643 SH   SOLE   223,643 0 0
Sumo Logic, Inc. COM 86646P103 55,416 2,938,274 SH   SOLE   2,938,274 0 0
Target Corp. COM 87612e106 2,603 13,140 SH   SOLE   13,140 0 0
Twilio Inc. COM 90138f102 62,755 184,163 SH   SOLE   184,163 0 0
Veeva Systems Inc. COM 922475108 26,498 101,430 SH   SOLE   101,430 0 0
Visa Inc. COM 92826c839 4,235 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 749 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 45,658 183,786 SH   SOLE   183,786 0 0
Zoom Video Communications, Inc COM 98980l101 26,240 81,671 SH   SOLE   81,671 0 0