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
3M Co. COM 604059105 843 4,000 SH   SOLE   4,000 0 0
AbbVie Inc. COM 002874Y10 2,364 25,000 SH   SOLE   25,000 0 0
Abbott Laboratories COM 002824100 1,834 25,000 SH   SOLE   25,000 0 0
Alphabet Inc., Class A COM 02079K305 20,319 16,833 SH   SOLE   16,833 0 0
Alphabet Inc., Class C COM 02079K107 1,315 1,102 SH   SOLE   1,102 0 0
Amazon.com, Inc. COM 023135106 61,320 30,614 SH   SOLE   30,614 0 0
AppFolio, Inc. COM 03783C100 20,998 267,828 SH   SOLE   267,828 0 0
Apple Inc. COM 037833100 1,896 8,400 SH   SOLE   8,400 0 0
Atlassian Corp. Plc COM G06242104 41,840 435,198 SH   SOLE   435,198 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,618 16,897 SH   SOLE   16,897 0 0
DocuSign, Inc. COM 256163106 3,652 69,474 SH   SOLE   69,474 0 0
Dropbox, Inc. COM 26210C104 22,449 836,697 SH   SOLE   836,697 0 0
EOG Resources, Inc. COM 293562104 1,294 10,140 SH   SOLE   10,140 0 0
Eli Lilly and Co. COM 532457108 1,448 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303M102 36,415 221,424 SH   SOLE   221,424 0 0
General Mills, Inc. COM 370334104 1,145 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171V100 1,711 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 1,431 35,313 SH   SOLE   35,313 0 0
Intel Corp. COM 458140100 2,364 50,000 SH   SOLE   50,000 0 0
Intuit Inc. COM 461202103 1,137 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,228 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 589331107 1,636 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 1,025 8,962 SH   SOLE   8,962 0 0
Netflix, Inc. COM 64110L106 22,600 60,406 SH   SOLE   60,406 0 0
Okta, Inc. COM 679295105 21,038 299,012 SH   SOLE   299,012 0 0
Palo Alto Networks, Inc. COM 697435105 27,091 120,264 SH   SOLE   120,264 0 0
Proofpoint, Inc. COM 743424103 12,222 114,947 SH   SOLE   114,947 0 0
Royal Dutch Shell Plc COM 780259206 1,645 24,135 SH   SOLE   24,135 0 0
SVMK Inc. COM 78489X103 404 25,200 SH   SOLE   25,200 0 0
Salesforce.com, Inc. COM 79466L302 47,308 297,481 SH   SOLE   297,481 0 0
Schlumberger Ltd. COM 806857108 1,313 21,550 SH   SOLE   21,550 0 0
ServiceNow, Inc. COM 81762P102 30,956 158,238 SH   SOLE   158,238 0 0
Splunk Inc. COM 848637104 24,041 198,834 SH   SOLE   198,834 0 0
Suncor Energy Inc. COM 867224107 1,003 25,915 SH   SOLE   25,915 0 0
Target Corp. COM 239753106 1,159 13,140 SH   SOLE   13,140 0 0
Tenable Holdings, Inc. COM 88025T102 1,356 34,869 SH   SOLE   34,869 0 0
Veeva Systems Inc. COM 922475108 23,473 215,608 SH   SOLE   215,608 0 0
Visa Inc. COM 92826C839 3,002 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 1,007 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138H101 30,048 205,838 SH   SOLE   205,838 0 0
Zuora, Inc. COM 98983V106 13,122 567,816 SH   SOLE   567,816 0 0