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 88579y101 706 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,171 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 2,213 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 1,473 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 1,473 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 38,869 21,035 SH   SOLE   21,035 0 0
AppFolio, Inc. COM 03783c100 19,904 181,027 SH   SOLE   181,027 0 0
Apple Inc. COM 037833100 2,373 8,080 SH   SOLE   8,080 0 0
Atlassian Corp. Plc COM g06242104 46,098 383,065 SH   SOLE   383,065 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,827 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266l106 26,153 178,821 SH   SOLE   178,821 0 0
DocuSign, Inc. COM 256163106 30,979 418,011 SH   SOLE   418,011 0 0
Domo, Inc. COM 257554105 4,293 197,667 SH   SOLE   197,667 0 0
Elastic N.V. COM n14506104 29,376 456,858 SH   SOLE   456,858 0 0
Eli Lilly and Co. COM 532457108 1,773 13,490 SH   SOLE   13,490 0 0
Eog Resources, Inc. COM 26875p101 849 10,140 SH   SOLE   10,140 0 0
Facebook, Inc. COM 30303m102 34,418 167,687 SH   SOLE   167,687 0 0
Farfetch Limited COM 30744w107 28,201 2,724,727 SH   SOLE   2,724,727 0 0
General Mills, Inc. COM 370334104 1,429 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 1,860 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 1,272 51,993 SH   SOLE   51,993 0 0
Intel Corp. COM 458140100 2,316 38,700 SH   SOLE   38,700 0 0
Intuit Inc. COM 461202103 1,310 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,353 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 2,098 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 1,937 12,280 SH   SOLE   12,280 0 0
Netflix, Inc. COM 64110l106 33,699 104,148 SH   SOLE   104,148 0 0
Okta, Inc. COM 679295105 22,158 192,064 SH   SOLE   192,064 0 0
Royal Dutch Shell Plc COM 780259206 1,423 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 36,630 225,220 SH   SOLE   225,220 0 0
Schlumberger Ltd. COM 806857108 1,448 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102 40,997 145,214 SH   SOLE   145,214 0 0
Slack Technologies, Inc. COM 83088v102 14,317 636,889 SH   SOLE   636,889 0 0
Square, Inc. COM 852234103 19,641 313,962 SH   SOLE   313,962 0 0
Suncor Energy Inc. COM 867224107 850 25,915 SH   SOLE   25,915 0 0
Target Corp. COM 87612e106 1,685 13,140 SH   SOLE   13,140 0 0
Tenable Holdings, Inc. COM 88025T102 1,139 47,556 SH   SOLE   47,556 0 0
Twilio Inc. COM 90138f102 20,043 203,933 SH   SOLE   203,933 0 0
Veeva Systems Inc. COM 922475108 28,849 205,099 SH   SOLE   205,099 0 0
Visa Inc. COM 92826c839 3,758 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 1,031 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 39,760 241,773 SH   SOLE   241,773 0 0
Zoom Video Communications, Inc COM 98980l101 15,589 229,108 SH   SOLE   229,108 0 0