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 702 4,000 SH   SOLE   4,000 0 0
Abbott Laboratories COM 002824100 2,953 25,000 SH   SOLE   25,000 0 0
Abbvie Inc. COM 00287y109 2,697 25,000 SH   SOLE   25,000 0 0
Alphabet Inc. Class A COM 02079k305 2,941 1,100 SH   SOLE   1,100 0 0
Alphabet Inc. Class C COM 02079k107 2,937 1,102 SH   SOLE   1,102 0 0
Amazon.Com Inc. COM 023135106 6,090 1,854 SH   SOLE   1,854 0 0
Apple Inc. COM 037833100 4,573 32,320 SH   SOLE   32,320 0 0
Atlassian Corp. Plc COM g06242104 114,683 292,992 SH   SOLE   292,992 0 0
Berkshire Hathaway Inc., Class COM 084670207 4,612 16,897 SH   SOLE   16,897 0 0
Compass, Inc. COM 20464U100 24,941 1,880,925 SH   SOLE   1,880,925 0 0
Coupa Software Inc. COM 22266l106 31,226 142,469 SH   SOLE   142,469 0 0
CrowdStrike Holdings, Inc COM 22788C105 86,445 351,716 SH   SOLE   351,716 0 0
Datadog, Inc. COM 23804L103 39,592 280,101 SH   SOLE   280,101 0 0
DocuSign, Inc. COM 256163106 76,866 298,588 SH   SOLE   298,588 0 0
Eli Lilly and Co. COM 532457108 3,117 13,490 SH   SOLE   13,490 0 0
Facebook, Inc. COM 30303m102 3,835 11,300 SH   SOLE   11,300 0 0
Farfetch Limited COM 30744w107 72,518 1,934,847 SH   SOLE   1,934,847 0 0
General Mills, Inc. COM 370334104 1,596 26,672 SH   SOLE   26,672 0 0
Guidewire Software, Inc. COM 40171v100 2,014 16,940 SH   SOLE   16,940 0 0
Halliburton Co. COM 406216101 1,124 51,993 SH   SOLE   51,993 0 0
Intuit Inc. COM 461202103 2,698 5,000 SH   SOLE   5,000 0 0
Johnson & Johnson COM 478160104 2,605 16,128 SH   SOLE   16,128 0 0
Merck & Co., Inc. COM 58933y105 1,733 23,068 SH   SOLE   23,068 0 0
Microsoft Corp. COM 594918104 3,816 13,536 SH   SOLE   13,536 0 0
Netflix, Inc. COM 64110l106 2,747 4,500 SH   SOLE   4,500 0 0
Okta, Inc. COM 679295105 62,228 262,189 SH   SOLE   262,189 0 0
Oportun Financial Corp. COM 68376D104 29,697 1,186,454 SH   SOLE   1,186,454 0 0
Oscar Health, Inc. COM 687793109 33,314 1,915,719 SH   SOLE   1,915,719 0 0
Palantir Technologies Inc. COM 69608A108 56,513 2,350,783 SH   SOLE   2,350,783 0 0
Royal Dutch Shell Plc COM 780259206 1,076 24,135 SH   SOLE   24,135 0 0
Salesforce.com, Inc. COM 79466l302 2,770 10,212 SH   SOLE   10,212 0 0
Schlumberger Ltd. COM 806857108 1,067 36,014 SH   SOLE   36,014 0 0
Sea Limited COM 81141R100 33,073 103,766 SH   SOLE   103,766 0 0
ServiceNow, Inc. COM 81762p102 32,132 51,636 SH   SOLE   51,636 0 0
Shopify Inc. COM 82509L107 64,132 47,303 SH   SOLE   47,303 0 0
Smartsheet Inc. COM 83200N103 55,956 813,079 SH   SOLE   813,079 0 0
Snowflake, Inc. COM 833445109 36,456 120,544 SH   SOLE   120,544 0 0
Square, Inc. COM 852234103 49,443 206,150 SH   SOLE   206,150 0 0
Sumo Logic, Inc. COM 86646P103 47,365 2,938,274 SH   SOLE   2,938,274 0 0
Target Corp. COM 87612e106 3,006 13,140 SH   SOLE   13,140 0 0
Toast, Inc. COM 888787108 19,980 400,000 SH   SOLE   400,000 0 0
Twilio Inc. COM 90138f102 55,296 173,314 SH   SOLE   173,314 0 0
Veeva Systems Inc. COM 922475108 26,756 92,847 SH   SOLE   92,847 0 0
Visa Inc. COM 92826c839 4,455 20,000 SH   SOLE   20,000 0 0
Wells Fargo & Co. COM 949746101 889 19,165 SH   SOLE   19,165 0 0
Wise Plc COM GB00BL9YR 21,636 1,477,268 SH   SOLE   1,477,268 0 0
Workday, Inc. COM 98138h101 3,611 14,450 SH   SOLE   14,450 0 0