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 1,577 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,057 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079K305 9,161 11,394 SH   SOLE   11,394 0 0
Alphabet Inc. Class C COM 02079K107 3,509 4,514 SH   SOLE   4,514 0 0
Amazon.com Inc. COM 023135106 34,771 41,527 SH   SOLE   41,527 0 0
Apple Computer COM 037833100 950 8,400 SH   SOLE   8,400 0 0
Atlassian Corporation COM G06242104 5,666 189,053 SH   SOLE   189,053 0 0
Automatic Data Processing, Inc COM 053015103 629 7,130 SH   SOLE   7,130 0 0
Berk. Hath. Class B COM 084670207 2,441 16,897 SH   SOLE   16,897 0 0
EOG Resources Inc. COM 293562104 981 10,140 SH   SOLE   10,140 0 0
Eli Lilly & Co. COM 532457108 632 7,880 SH   SOLE   7,880 0 0
Etsy, Inc. COM 29786A106 30,586 2,141,911 SH   SOLE   2,141,911 0 0
Facebook, Inc. COM 30303M102 17,377 135,470 SH   SOLE   135,470 0 0
General Electric COM 369604103 1,659 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,704 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,016 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 898 20,000 SH   SOLE   20,000 0 0
Intel COM 458140100 1,887 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 550 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 1,905 16,128 SH   SOLE   16,128 0 0
Mercadolibre, Inc. COM 58733R102 15,033 81,272 SH   SOLE   81,272 0 0
Merck COM 589331107 1,440 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 705 4,000 SH   SOLE   4,000 0 0
Netflix COM 64110L106 18,290 185,596 SH   SOLE   185,596 0 0
Nimble Storage Inc. COM 65440R101 327 37,000 SH   SOLE   37,000 0 0
Palo Alto Networks, Inc. COM 697435105 17,464 109,609 SH   SOLE   109,609 0 0
Proofpoint COM 743424103 5,802 77,516 SH   SOLE   77,516 0 0
Pure Storage, Inc. COM 74624M102 26,734 1,972,995 SH   SOLE   1,972,995 0 0
Royal Dutch Shell PLC COM 780259206 652 13,015 SH   SOLE   13,015 0 0
Salesforce.com Inc. COM 79466L302 22,843 320,239 SH   SOLE   320,239 0 0
Schlumberger Ltd. COM 806857108 1,258 16,000 SH   SOLE   16,000 0 0
ServiceNow, Inc. COM 81762P102 19,556 247,079 SH   SOLE   247,079 0 0
Splunk, Inc. COM 848637104 18,200 310,157 SH   SOLE   310,157 0 0
Suncor Energy COM 867224107 720 25,915 SH   SOLE   25,915 0 0
Target CP COM 239753106 902 13,140 SH   SOLE   13,140 0 0
Veeva Systems COM 922475108 7,263 175,952 SH   SOLE   175,952 0 0
Visa, Inc. COM 92826C839 1,654 20,000 SH   SOLE   20,000 0 0
Wells Fargo Bank COM 949746101 849 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 25,103 273,779 SH   SOLE   273,779 0 0
Zendesk, Inc COM 98936J101 5,310 172,910 SH   SOLE   172,910 0 0
Zillow Group, Inc Class C COM 98954M200 7,487 216,070 SH   SOLE   216,070 0 0