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
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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 2,366 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,498 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079K305 17,592 16,962 SH   SOLE   16,962 0 0
Alphabet Inc. Class C COM 02079K107 1,137 1,102 SH   SOLE   1,102 0 0
Amazon.com Inc. COM 023135106 44,630 30,836 SH   SOLE   30,836 0 0
AppFolio, Inc. COM 03783C100 16,085 393,764 SH   SOLE   393,764 0 0
Apple Computer COM 037833100 1,409 8,400 SH   SOLE   8,400 0 0
Atlassian Corporation COM G06242104 23,132 429,001 SH   SOLE   429,001 0 0
Berk. Hath. Class B COM 084670207 3,371 16,897 SH   SOLE   16,897 0 0
Cloudera Inc. COM 18914U100 10,027 464,635 SH   SOLE   464,635 0 0
Dropbox, Inc COM 26210C104 781 25,000 SH   SOLE   25,000 0 0
EOG Resources Inc. COM 293562104 1,067 10,140 SH   SOLE   10,140 0 0
Eli Lilly & Co. COM 532457108 1,044 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 28,372 177,559 SH   SOLE   177,559 0 0
General Mills COM 370334104 1,202 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,369 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 939 20,000 SH   SOLE   20,000 0 0
Intel COM 458140100 2,604 50,000 SH   SOLE   50,000 0 0
Intuit, Inc. COM 461202103 867 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,067 16,128 SH   SOLE   16,128 0 0
Mercadolibre, Inc. COM 58733R102 10,294 28,883 SH   SOLE   28,883 0 0
Merck COM 589331107 1,257 23,068 SH   SOLE   23,068 0 0
Microsoft Corp COM 594918104 718 7,862 SH   SOLE   7,862 0 0
Minnesota Mining COM 604059105 878 4,000 SH   SOLE   4,000 0 0
Netflix COM 64110L106 22,035 74,605 SH   SOLE   74,605 0 0
Okta, Inc. COM 679295105 49,156 1,233,519 SH   SOLE   1,233,519 0 0
Palo Alto Networks, Inc. COM 697435105 22,013 121,268 SH   SOLE   121,268 0 0
Proofpoint COM 743424103 13,171 115,888 SH   SOLE   115,888 0 0
Pure Storage, Inc. COM 74624M102 12,174 610,203 SH   SOLE   610,203 0 0
Redfin Corp COM 75737F108 6,923 303,240 SH   SOLE   303,240 0 0
Royal Dutch Shell PLC COM 780259206 1,540 24,135 SH   SOLE   24,135 0 0
Salesforce.com Inc. COM 79466L302 32,957 283,382 SH   SOLE   283,382 0 0
Schlumberger Ltd. COM 806857108 1,396 21,550 SH   SOLE   21,550 0 0
ServiceNow, Inc. COM 81762P102 24,365 147,268 SH   SOLE   147,268 0 0
Splunk, Inc. COM 848637104 19,724 200,463 SH   SOLE   200,463 0 0
Suncor Energy COM 867224107 895 25,915 SH   SOLE   25,915 0 0
Target CP COM 239753106 912 13,140 SH   SOLE   13,140 0 0
Veeva Systems COM 922475108 19,732 270,228 SH   SOLE   270,228 0 0
Visa, Inc. COM 92826C839 2,392 20,000 SH   SOLE   20,000 0 0
Wells Fargo Bank COM 949746101 1,004 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 26,363 207,406 SH   SOLE   207,406 0 0
Zillow Group, Inc Class C COM 98954M200 15,694 291,719 SH   SOLE   291,719 0 0