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 1,813 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,215 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079K305 22,336 24,026 SH   SOLE   24,026 0 0
Alphabet Inc. Class C COM 02079K107 2,381 2,620 SH   SOLE   2,620 0 0
Amazon.com Inc. COM 023135106 41,575 42,949 SH   SOLE   42,949 0 0
AppFolio, Inc COM 03783C100 8,150 250,000 SH   SOLE   250,000 0 0
Apple Computer COM 037833100 1,210 8,400 SH   SOLE   8,400 0 0
Atlassian Corporation COM G06242104 17,128 486,854 SH   SOLE   486,854 0 0
Automatic Data Processing, Inc COM 053015103 731 7,130 SH   SOLE   7,130 0 0
Berk. Hath. Class B COM 084670207 2,862 16,897 SH   SOLE   16,897 0 0
EOG Resources Inc. COM 293562104 918 10,140 SH   SOLE   10,140 0 0
Eli Lilly & Co. COM 532457108 1,110 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 28,396 188,076 SH   SOLE   188,076 0 0
General Electric COM 369604103 1,513 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,478 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,164 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 854 20,000 SH   SOLE   20,000 0 0
Intel COM 458140100 1,687 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 664 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,134 16,128 SH   SOLE   16,128 0 0
Mercadolibre, Inc. COM 58733R102 17,179 68,473 SH   SOLE   68,473 0 0
Merck COM 589331107 1,478 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 833 4,000 SH   SOLE   4,000 0 0
Netflix COM 64110L106 20,325 136,034 SH   SOLE   136,034 0 0
New Relic, Inc. COM 64829B100 11,054 257,010 SH   SOLE   257,010 0 0
Okta, Inc. COM 679295105 1,656 72,645 SH   SOLE   72,645 0 0
Palo Alto Networks, Inc. COM 697435105 24,576 183,663 SH   SOLE   183,663 0 0
Proofpoint COM 743424103 7,912 91,117 SH   SOLE   91,117 0 0
Pure Storage, Inc. COM 74624M102 28,547 2,228,514 SH   SOLE   2,228,514 0 0
Royal Dutch Shell PLC COM 780259206 1,284 24,135 SH   SOLE   24,135 0 0
Salesforce.com Inc. COM 79466L302 30,531 352,554 SH   SOLE   352,554 0 0
Schlumberger Ltd. COM 806857108 1,053 16,000 SH   SOLE   16,000 0 0
ServiceNow, Inc. COM 81762P102 15,119 142,636 SH   SOLE   142,636 0 0
Splunk, Inc. COM 848637104 19,491 342,600 SH   SOLE   342,600 0 0
Suncor Energy COM 867224107 757 25,915 SH   SOLE   25,915 0 0
Target CP COM 239753106 687 13,140 SH   SOLE   13,140 0 0
Veeva Systems COM 922475108 9,849 160,636 SH   SOLE   160,636 0 0
Visa, Inc. COM 92826C839 1,876 20,000 SH   SOLE   20,000 0 0
Wells Fargo Bank COM 949746101 1,062 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 25,906 267,071 SH   SOLE   267,071 0 0
Zillow Group, Inc Class C COM 98954M200 11,279 230,137 SH   SOLE   230,137 0 0