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 | 1,548 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Abbott Laboratories | COM | 002824100 | 983 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Alphabet Inc. Class A | COM | 02079K305 | 7,819 | 11,114 | SH | SOLE | 11,114 | 0 | 0 | ||
Alphabet Inc. Class C | COM | 02079K107 | 2,634 | 3,806 | SH | SOLE | 3,806 | 0 | 0 | ||
Amazon.com Inc. | COM | 023135106 | 28,068 | 39,222 | SH | SOLE | 39,222 | 0 | 0 | ||
Apple Computer | COM | 037833100 | 803 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
Atlassian Corporation | COM | G06242104 | 4,896 | 189,053 | SH | SOLE | 189,053 | 0 | 0 | ||
Automatic Data Processing, Inc | COM | 053015103 | 655 | 7,130 | SH | SOLE | 7,130 | 0 | 0 | ||
Berk. Hath. Class B | COM | 084670207 | 2,447 | 16,897 | SH | SOLE | 16,897 | 0 | 0 | ||
EOG Resources Inc. | COM | 293562104 | 846 | 10,140 | SH | SOLE | 10,140 | 0 | 0 | ||
Eli Lilly & Co. | COM | 532457108 | 621 | 7,880 | SH | SOLE | 7,880 | 0 | 0 | ||
Etsy, Inc. | COM | 29786A106 | 33,942 | 3,539,261 | SH | SOLE | 3,539,261 | 0 | 0 | ||
Facebook, Inc. | COM | 30303M102 | 23,831 | 208,535 | SH | SOLE | 208,535 | 0 | 0 | ||
Financial Engines, Inc. | COM | 317485100 | 590 | 22,800 | SH | SOLE | 22,800 | 0 | 0 | ||
General Electric | COM | 369604103 | 1,763 | 56,016 | SH | SOLE | 56,016 | 0 | 0 | ||
General Mills | COM | 370334104 | 1,902 | 26,672 | SH | SOLE | 26,672 | 0 | 0 | ||
Guidewire Software, Inc. | COM | 40171V100 | 1,046 | 16,940 | SH | SOLE | 16,940 | 0 | 0 | ||
Halliburton Co. | COM | 406216101 | 906 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Intel | COM | 458140100 | 1,640 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Intuit, Inc. | COM | 461202103 | 558 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 1,956 | 16,128 | SH | SOLE | 16,128 | 0 | 0 | ||
Linear Technology | COM | 535678106 | 1,861 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Mercadolibre, Inc. | COM | 58733R102 | 16,681 | 118,585 | SH | SOLE | 118,585 | 0 | 0 | ||
Merck | COM | 589331107 | 1,329 | 23,068 | SH | SOLE | 23,068 | 0 | 0 | ||
Minnesota Mining | COM | 604059105 | 700 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
NetSuite Inc. | COM | 64118Q107 | 13,846 | 190,192 | SH | SOLE | 190,192 | 0 | 0 | ||
Netflix | COM | 64110L106 | 12,982 | 141,915 | SH | SOLE | 141,915 | 0 | 0 | ||
Nimble Storage Inc. | COM | 65440R101 | 295 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 10,112 | 82,456 | SH | SOLE | 82,456 | 0 | 0 | ||
Proofpoint | COM | 743424103 | 4,890 | 77,516 | SH | SOLE | 77,516 | 0 | 0 | ||
Pure Storage, Inc. | COM | 74624M102 | 22,579 | 2,071,495 | SH | SOLE | 2,071,495 | 0 | 0 | ||
Qualcomm Inc | COM | 747525103 | 375 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
Royal Dutch Shell PLC | COM | 780259206 | 719 | 13,015 | SH | SOLE | 13,015 | 0 | 0 | ||
Salesforce.com Inc. | COM | 79466L302 | 21,981 | 276,808 | SH | SOLE | 276,808 | 0 | 0 | ||
Schlumberger Ltd. | COM | 806857108 | 1,265 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
ServiceNow, Inc. | COM | 81762P102 | 12,383 | 186,493 | SH | SOLE | 186,493 | 0 | 0 | ||
Splunk, Inc. | COM | 848637104 | 15,175 | 280,094 | SH | SOLE | 280,094 | 0 | 0 | ||
Suncor Energy | COM | 867224107 | 719 | 25,915 | SH | SOLE | 25,915 | 0 | 0 | ||
Target CP | COM | 239753106 | 917 | 13,140 | SH | SOLE | 13,140 | 0 | 0 | ||
Veeva Systems | COM | 922475108 | 6,534 | 191,515 | SH | SOLE | 191,515 | 0 | 0 | ||
Visa, Inc. | COM | 92826C839 | 1,483 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Wells Fargo Bank | COM | 949746101 | 907 | 19,165 | SH | SOLE | 19,165 | 0 | 0 | ||
Workday, Inc. | COM | 98138H101 | 22,833 | 305,779 | SH | SOLE | 305,779 | 0 | 0 | ||
Xactly Corp | COM | 98386L101 | 4,254 | 332,109 | SH | SOLE | 332,109 | 0 | 0 | ||
Zendesk, Inc | COM | 98936J101 | 4,561 | 172,910 | SH | SOLE | 172,910 | 0 | 0 | ||
Zillow Group, Inc Class C | COM | 98954M200 | 7,839 | 216,070 | SH | SOLE | 216,070 | 0 | 0 |