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
Estimated average burden
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 1,411 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,022 25,000 SH   SOLE   25,000 0 0
Amazon.com COM 023135106 24,357 74,994 SH   SOLE   74,994 0 0
Apple Computer COM 037833100 781 8,400 SH   SOLE   8,400 0 0
Automatic Data Processing, Inc COM 053015103 548 6,911 SH   SOLE   6,911 0 0
Baidu COM 056752108 5,145 27,541 SH   SOLE   27,541 0 0
Berk. Hath. Class B COM 084670207 3,499 27,650 SH   SOLE   27,650 0 0
EMC Corporation COM 268648102 1,054 40,000 SH   SOLE   40,000 0 0
Facebook, Inc. COM 30303M102 21,969 326,485 SH   SOLE   326,485 0 0
Financial Engines, Inc. COM 317485100 8,679 191,674 SH   SOLE   191,674 0 0
General Electric COM 369604103 1,472 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,401 26,672 SH   SOLE   26,672 0 0
Google Inc Class A COM 38259P508 9,138 15,630 SH   SOLE   15,630 0 0
Google Inc Class C COM 38259P706 8,992 15,630 SH   SOLE   15,630 0 0
Guidewire Software COM 40171V100 10,918 268,518 SH   SOLE   268,518 0 0
Halliburton Co. COM 406216101 1,655 23,300 SH   SOLE   23,300 0 0
IBM COM 459200101 1,675 9,240 SH   SOLE   9,240 0 0
Intel COM 458140100 1,545 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 403 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 1,823 17,428 SH   SOLE   17,428 0 0
Jones Lang LaSalle Inc COM 48020Q107 221 1,750 SH   SOLE   1,750 0 0
Liberty Global Inc COM 530555101 292 6,900 SH   SOLE   6,900 0 0
Linear Technology COM 535678106 2,024 43,001 SH   SOLE   43,001 0 0
Linkedin Corporation COM 53578A108 22,587 131,725 SH   SOLE   131,725 0 0
Mercadolibre, Inc. COM 58733R102 11,760 123,270 SH   SOLE   123,270 0 0
Merck COM 589331107 1,334 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 573 4,000 SH   SOLE   4,000 0 0
NetSuite Inc. COM 64118Q107 10,573 121,694 SH   SOLE   121,694 0 0
Nike, Inc COM 654106103 202 2,600 SH   SOLE   2,600 0 0
Nimble Storage COM 65440R101 21,466 698,775 SH   SOLE   698,775 0 0
Oracle Corporation COM 68389X105 811 20,000 SH   SOLE   20,000 0 0
Palo Alto Networks COM 697435105 11,565 137,929 SH   SOLE   137,929 0 0
Qualcomm Inc COM 747525103 697 8,800 SH   SOLE   8,800 0 0
Royal Dutch Shell PLC COM 780259206 329 4,000 SH   SOLE   4,000 0 0
SPRD Gold Trust COM 78463V107 218 1,700 SH   SOLE   1,700 0 0
Salesforce.com Inc. COM 79466L302 10,552 181,678 SH   SOLE   181,678 0 0
Schlumberger Ltd. COM 806857108 1,887 16,000 SH   SOLE   16,000 0 0
Schwab Charles Corp COM 808513105 269 10,000 SH   SOLE   10,000 0 0
ServiceNow COM 81762P102 11,910 192,226 SH   SOLE   192,226 0 0
Silver Spring Networks, Inc COM 82817Q103 413 30,983 SH   SOLE   30,983 0 0
Splunk COM 848637104 13,240 239,300 SH   SOLE   239,300 0 0
Target CP COM 239753106 761 13,140 SH   SOLE   13,140 0 0
Tiffany & Co COM 886547108 200 2,000 SH   SOLE   2,000 0 0
Twitter COM 90184L102 11,954 291,770 SH   SOLE   291,770 0 0
Violin Memory, Inc COM 92763A101 2,162 487,999 SH   SOLE   487,999 0 0
Visa, Inc. COM 92826C839 1,054 5,000 SH   SOLE   5,000 0 0
Workday COM 98138H101 25,871 287,900 SH   SOLE   287,900 0 0
Xoom Corporation COM 98419Q101 16,262 616,906 SH   SOLE   616,906 0 0
Yelp COM 985817105 17,024 222,018 SH   SOLE   222,018 0 0
YuMe, Inc COM 98872B104 4,146 702,642 SH   SOLE   702,642 0 0