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 2,221 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,334 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079K305 19,195 19,713 SH   SOLE   19,713 0 0
Alphabet Inc. Class C COM 02079K107 1,374 1,433 SH   SOLE   1,433 0 0
Amazon.com Inc. COM 023135106 37,984 39,511 SH   SOLE   39,511 0 0
AppFolio, Inc COM 03783C100 16,725 348,804 SH   SOLE   348,804 0 0
Apple Computer COM 037833100 1,295 8,400 SH   SOLE   8,400 0 0
Atlassian Corporation COM G06242104 18,013 512,460 SH   SOLE   512,460 0 0
Berk. Hath. Class B COM 084670207 3,098 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 1,154 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 29,168 170,702 SH   SOLE   170,702 0 0
General Electric COM 369604103 1,354 56,016 SH   SOLE   56,016 0 0
General Mills COM 370334104 1,381 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,319 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 921 20,000 SH   SOLE   20,000 0 0
Intel COM 458140100 1,904 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 711 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,097 16,128 SH   SOLE   16,128 0 0
Mercadolibre, Inc. COM 58733R102 10,032 38,743 SH   SOLE   38,743 0 0
Merck COM 589331107 1,477 23,068 SH   SOLE   23,068 0 0
Minnesota Mining COM 604059105 840 4,000 SH   SOLE   4,000 0 0
Netflix COM 64110L106 22,457 123,833 SH   SOLE   123,833 0 0
New Relic, Inc. COM 64829B100 15,499 311,227 SH   SOLE   311,227 0 0
Okta, Inc. COM 679295105 2,049 72,645 SH   SOLE   72,645 0 0
Palo Alto Networks, Inc. COM 697435105 24,095 167,211 SH   SOLE   167,211 0 0
Proofpoint COM 743424103 12,094 138,665 SH   SOLE   138,665 0 0
Pure Storage, Inc. COM 74624M102 34,177 2,137,414 SH   SOLE   2,137,414 0 0
Royal Dutch Shell PLC COM 780259206 1,462 24,135 SH   SOLE   24,135 0 0
Salesforce.com Inc. COM 79466L302 31,186 333,829 SH   SOLE   333,829 0 0
Schlumberger Ltd. COM 806857108 1,503 21,550 SH   SOLE   21,550 0 0
ServiceNow, Inc. COM 81762P102 15,149 128,898 SH   SOLE   128,898 0 0
Splunk, Inc. COM 848637104 20,937 315,177 SH   SOLE   315,177 0 0
Suncor Energy COM 867224107 908 25,915 SH   SOLE   25,915 0 0
Target CP COM 239753106 775 13,140 SH   SOLE   13,140 0 0
Veeva Systems COM 922475108 18,316 324,692 SH   SOLE   324,692 0 0
Visa, Inc. COM 92826C839 2,105 20,000 SH   SOLE   20,000 0 0
Wells Fargo Bank COM 949746101 1,057 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 25,854 245,314 SH   SOLE   245,314 0 0
Zillow Group, Inc Class C COM 98954M200 14,178 352,591 SH   SOLE   352,591 0 0