The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 2,316 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Abbott Laboratories | COM | 002824100 | 1,525 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 1,229 | 1,102 | SH | SOLE | 1,102 | 0 | 0 | ||
| Alphabet Inc., Class A | COM | 02079K305 | 19,080 | 16,897 | SH | SOLE | 16,897 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 52,223 | 30,723 | SH | SOLE | 30,723 | 0 | 0 | ||
| AppFolio, Inc. | COM | 03783C100 | 20,024 | 327,452 | SH | SOLE | 327,452 | 0 | 0 | ||
| Apple Computer | COM | 037833100 | 1,555 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
| Atlassian Corporation Plc | COM | G06242104 | 32,866 | 525,688 | SH | SOLE | 525,688 | 0 | 0 | ||
| Berk. Hath. Class B | COM | 084670207 | 3,154 | 16,897 | SH | SOLE | 16,897 | 0 | 0 | ||
| DocuSign, Inc. | COM | 256163106 | 3,706 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| EOG Resources Inc. | COM | 293562104 | 1,262 | 10,140 | SH | SOLE | 10,140 | 0 | 0 | ||
| Eli Lilly & Co. | COM | 532457108 | 1,151 | 13,490 | SH | SOLE | 13,490 | 0 | 0 | ||
| Facebook, Inc. | COM | 30303M102 | 43,191 | 222,269 | SH | SOLE | 222,269 | 0 | 0 | ||
| General Mills | COM | 370334104 | 1,181 | 26,672 | SH | SOLE | 26,672 | 0 | 0 | ||
| Guidewire Software, Inc. | COM | 40171V100 | 1,504 | 16,940 | SH | SOLE | 16,940 | 0 | 0 | ||
| Halliburton Co. | COM | 406216101 | 901 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Intel | COM | 458140100 | 2,485 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Intuit, Inc. | COM | 461202103 | 1,022 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 1,957 | 16,128 | SH | SOLE | 16,128 | 0 | 0 | ||
| Merck | COM | 589331107 | 1,400 | 23,068 | SH | SOLE | 23,068 | 0 | 0 | ||
| Microsoft Corporation | COM | 594918104 | 884 | 8,962 | SH | SOLE | 8,962 | 0 | 0 | ||
| Minnesota Mining | COM | 604059105 | 787 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| Netflix, Inc. | COM | 64110L106 | 23,734 | 60,633 | SH | SOLE | 60,633 | 0 | 0 | ||
| Okta, Inc. | COM | 679295105 | 59,338 | 1,178,034 | SH | SOLE | 1,178,034 | 0 | 0 | ||
| Palo Alto Networks, Inc. | COM | 697435105 | 24,812 | 120,759 | SH | SOLE | 120,759 | 0 | 0 | ||
| Proofpoint, Inc. | COM | 743424103 | 13,308 | 115,410 | SH | SOLE | 115,410 | 0 | 0 | ||
| Redfin Corp | COM | 75737F108 | 4,665 | 202,022 | SH | SOLE | 202,022 | 0 | 0 | ||
| Royal Dutch Shell PLC | COM | 780259206 | 1,671 | 24,135 | SH | SOLE | 24,135 | 0 | 0 | ||
| Salesforce.com, Inc. | COM | 79466L302 | 40,738 | 298,666 | SH | SOLE | 298,666 | 0 | 0 | ||
| Schlumberger Ltd. | COM | 806857108 | 1,444 | 21,550 | SH | SOLE | 21,550 | 0 | 0 | ||
| ServiceNow, Inc. | COM | 81762P102 | 27,402 | 158,880 | SH | SOLE | 158,880 | 0 | 0 | ||
| Splunk, Inc. | COM | 848637104 | 19,786 | 199,635 | SH | SOLE | 199,635 | 0 | 0 | ||
| Suncor Energy | COM | 867224107 | 1,054 | 25,915 | SH | SOLE | 25,915 | 0 | 0 | ||
| Target CP | COM | 239753106 | 1,000 | 13,140 | SH | SOLE | 13,140 | 0 | 0 | ||
| Veeva Systems Inc. | COM | 922475108 | 20,684 | 269,112 | SH | SOLE | 269,112 | 0 | 0 | ||
| Visa, Inc. | COM | 92826C839 | 2,649 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Wells Fargo Bank | COM | 949746101 | 1,063 | 19,165 | SH | SOLE | 19,165 | 0 | 0 | ||
| Workday, Inc. | COM | 98138H101 | 25,024 | 206,609 | SH | SOLE | 206,609 | 0 | 0 | ||