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
Estimated average burden
hours per response: 23.8

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
ALPHABET INC CAP STK CL A 02079K305 4,402 4,244 SH   DFND 1 4,244 0 0
ALPHABET INC CAP STK CL C 02079K107 4,485 4,347 SH   DFND 1 4,347 0 0
APPTIO INC CL A 03835C108 214 7,546 SH   DFND 1 7,546 0 0
ARGAN INC COM 04010E109 1,409 32,800 SH   DFND 1 32,800 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 12,263 41 SH   DFND 1 41 0 0
CARGURUS INC COM CL A 141788109 218,494 5,679,601 SH   DFND 1 5,679,601 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 574 157,372 SH   DFND 1 157,372 0 0
COCA COLA CO COM 191216100 2,860 65,854 SH   DFND 1 65,854 0 0
DROPBOX INC CL A 26210C104 2,302 73,672 SH   DFND 1 73,672 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,702 24,470 SH   DFND 1 24,470 0 0
FACEBOOK INC CL A 30303M102 579 3,624 SH   DFND 1 3,624 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,303 89,655 SH   DFND 1 89,655 0 0
IAC INTERACTIVECORP COM 44919P508 1,682 10,754 SH   DFND 1 10,754 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,220 64,056 SH   DFND 1 64,056 0 0
NEW RELIC INC COM 64829B100 25,209 340,108 SH   DFND 1 340,108 0 0
OKTA INC CL A 679295105 4,365 109,541 SH   DFND 1 109,541 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 957 73,066 SH   DFND 1 73,066 0 0
REDFIN CORP COM 75737F108 4,913 215,200 SH   DFND 1 215,200 0 0
SALESFORCE COM INC COM 79466L302 1,257 10,806 SH   DFND 1 10,806 0 0
SCHWAB CHARLES CORP NEW COM 808513105 29,247 560,068 SH   DFND 1 560,068 0 0
SQUARE INC CL A 852234103 10,520 213,825 SH   DFND 1 213,825 0 0
WORKDAY INC CL A 98138H101 14,235 111,992 SH   DFND 1 111,992 0 0