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 546 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 1,973 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 1,905 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 1,278 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 1,281 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 36,241 18,588 SH   SOLE   18,588 0 0
AppFolio, Inc. COM 03783c100 19,187 172,937 SH   SOLE   172,937 0 0
Apple Inc. COM 037833100 2,055 8,080 SH   SOLE   8,080 0 0
Atlassian Corp. Plc COM g06242104 44,501 324,211 SH   SOLE   324,211 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,089 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266l106 24,012 171,843 SH   SOLE   171,843 0 0
DocuSign, Inc. COM 256163106 27,288 295,325 SH   SOLE   295,325 0 0
Domo, Inc. COM 257554105 1,965 197,667 SH   SOLE   197,667 0 0
Elastic N.V. COM n14506104 29,455 527,772 SH   SOLE   527,772 0 0
Eli Lilly and Co. COM 532457108 1,871 13,490 SH   SOLE   13,490 0 0
Eog Resources, Inc. COM 26875p101 364 10,140 SH   SOLE   10,140 0 0
Facebook, Inc. COM 30303m102 23,601 141,493 SH   SOLE   141,493 0 0
Farfetch Limited COM 30744w107 21,889 2,770,822 SH   SOLE   2,770,822 0 0
General Mills, Inc. COM 370334104 1,407 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 1,344 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 356 51,993 SH   SOLE   51,993 0 0
Intel Corp. COM 458140100 2,094 38,700 SH   SOLE   38,700 0 0
Intuit Inc. COM 461202103 1,150 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,115 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,775 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 34,401 91,614 SH   SOLE   91,614 0 0
Okta, Inc. COM 679295105 27,580 225,588 SH   SOLE   225,588 0 0
Oportun Financial Corp. COM 68376D104 12,517 1,186,454 SH   SOLE   1,186,454 0 0
Royal Dutch Shell Plc COM 780259206 842 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 27,123 188,378 SH   SOLE   188,378 0 0
Schlumberger Ltd. COM 806857108 486 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102 35,647 124,387 SH   SOLE   124,387 0 0
Slack Technologies, Inc. COM 83088v102 16,332 608,479 SH   SOLE   608,479 0 0
Smartsheet Inc. COM 83200N103 22,732 547,616 SH   SOLE   547,616 0 0
Square, Inc. COM 852234103 14,711 280,857 SH   SOLE   280,857 0 0
Target Corp. COM 87612e106 1,222 13,140 SH   SOLE   13,140 0 0
Tenable Holdings, Inc. COM 88025T102 1,040 47,556 SH   SOLE   47,556 0 0
Twilio Inc. COM 90138f102 23,307 260,438 SH   SOLE   260,438 0 0
Veeva Systems Inc. COM 922475108 30,688 196,251 SH   SOLE   196,251 0 0
Visa Inc. COM 92826c839 3,222 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 550 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 25,645 196,934 SH   SOLE   196,934 0 0