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 641 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,721 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 2,190 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 1,612 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 1,619 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 49,926 15,856 SH   SOLE   15,856 0 0
AppFolio, Inc. COM 03783c100 13,580 95,759 SH   SOLE   95,759 0 0
Apple Inc. COM 037833100 3,743 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 49,157 270,403 SH   SOLE   270,403 0 0
Berkshire Hathaway Inc., Class COM 084670207 3,598 16,897 SH   SOLE   16,897 0 0
Coupa Software Inc. COM 22266l106 54,992 200,525 SH   SOLE   200,525 0 0
CrowdStrike Holdings, Inc COM 22788C105 24,562 178,869 SH   SOLE   178,869 0 0
Datadog, Inc. COM 23804L103 31,715 310,440 SH   SOLE   310,440 0 0
DocuSign, Inc. COM 256163106 52,604 244,399 SH   SOLE   244,399 0 0
Domo, Inc. COM 257554105 7,460 194,626 SH   SOLE   194,626 0 0
Elastic N.V. COM n14506104 30,743 284,951 SH   SOLE   284,951 0 0
Eli Lilly and Co. COM 532457108 1,997 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 2,959 11,300 SH   SOLE   11,300 0 0
Farfetch Limited COM 30744w107 86,802 3,450,000 SH   SOLE   3,450,000 0 0
General Mills, Inc. COM 370334104 1,645 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 1,766 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 627 51,993 SH   SOLE   51,993 0 0
Intel Corp. COM 458140100 2,004 38,700 SH   SOLE   38,700 0 0
Intuit Inc. COM 461202103 1,631 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,401 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,913 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 2,583 12,280 SH   SOLE   12,280 0 0
Netflix, Inc. COM 64110l106 38,338 76,671 SH   SOLE   76,671 0 0
Okta, Inc. COM 679295105 39,957 186,846 SH   SOLE   186,846 0 0
Oportun Financial Corp. COM 68376D104 13,988 1,186,454 SH   SOLE   1,186,454 0 0
Royal Dutch Shell Plc COM 780259206 607 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,566 10,212 SH   SOLE   10,212 0 0
Schlumberger Ltd. COM 806857108 560 36,014 SH   SOLE   36,014 0 0
ServiceNow, Inc. COM 81762p102 34,118 70,346 SH   SOLE   70,346 0 0
Shopify Inc. COM 82509L107 27,758 27,135 SH   SOLE   27,135 0 0
Slack Technologies, Inc. COM 83088v102 28,578 1,063,969 SH   SOLE   1,063,969 0 0
Smartsheet Inc. COM 83200N103 48,825 987,968 SH   SOLE   987,968 0 0
Snowflake, Inc. COM 833445109 21,335 85,000 SH   SOLE   85,000 0 0
Square, Inc. COM 852234103 42,260 259,982 SH   SOLE   259,982 0 0
Sumo Logic, Inc. COM 86646P103 3,597 165,000 SH   SOLE   165,000 0 0
Target Corp. COM 87612e106 2,068 13,140 SH   SOLE   13,140 0 0
Twilio Inc. COM 90138f102 56,577 228,972 SH   SOLE   228,972 0 0
Unity Software Inc. COM 91332U101 436 5,000 SH   SOLE   5,000 0 0
Veeva Systems Inc. COM 922475108 45,664 162,396 SH   SOLE   162,396 0 0
Visa Inc. COM 92826c839 3,999 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 451 19,165 SH   SOLE   19,165 0 0
Workday, Inc. COM 98138h101 45,474 211,380 SH   SOLE   211,380 0 0
Zoom Video Communications, Inc COM 98980l101 46,454 98,816 SH   SOLE   98,816 0 0