Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
GWRE	GUIDEWIRE SOFTWARE INC	143,369	$11.37M	3.4%	$79.31	$86.90	-8.7%	COM	40171V100
AAPL	APPLE INC	43,962	$11.18M	3.3%	$254.29 *	$34.16	+80.0%	COM	037833100
AMZN	AMAZON COM INC	5,340	$10.41M	3.1%	$1949.81 *	$52.00	+87.5%	COM	023135106
MSFT	MICROSOFT CORP	64,995	$10.25M	3.1%	$157.70 *	$68.70	+118.6%	COM	594918104
WDAY	WORKDAY INC	77,527	$10.1M	3.0%	$130.23	$80.58	+61.6%	CL A	98138H101
VEEV	VEEVA SYS INC	49,698	$7.771M	2.3%	$156.36	$59.64	+162.2%	CL A COM	922475108
GOOGL	ALPHABET INC	6,282	$7.299M	2.2%	$1161.89 *	$44.69	+29.0%	CAP STK CL A	02079K305
PYPL	PAYPAL HLDGS INC	71,676	$6.862M	2.1%	$95.74	$58.37	+63.6%	COM	70450Y103
SHOP	SHOPIFY INC	16,445	$6.856M	2.0%	$416.90 *	$17.89	+133.0%	CL A	82509L107
META	FACEBOOK INC	40,571	$6.767M	2.0%	$166.79	$130.54	+26.9%	CL A	30303M102
DXCM	DEXCOM INC	24,968	$6.723M	2.0%	$269.26 *	$41.07	+63.9%	COM	252131107
BABA	ALIBABA GROUP HLDG LTD	34,315	$6.674M	2.0%	$194.49	$117.83	+65.0%	SPONSORED ADS	01609W102
COST	COSTCO WHSL CORP NEW	23,338	$6.654M	2.0%	$285.11 *	$146.65	+78.1%	COM	22160K105
CRM	SALESFORCE COM INC	45,260	$6.517M	1.9%	$143.99	$92.81	+53.3%	COM	79466L302
INTU	INTUIT	27,645	$6.358M	1.9%	$229.99 *	$131.92	+68.0%	COM	461202103
ADBE	ADOBE INC	19,546	$6.22M	1.9%	$318.22	$263.36	+20.8%	COM	00724F101
TMO	THERMO FISHER SCIENTIFIC INC	21,845	$6.2M	1.9%	$283.82	$172.58	+61.9%	COM	883556102
PANW	PALO ALTO NETWORKS INC	37,741	$6.188M	1.8%	$163.96 *	$24.40	+12.0%	COM	697435105
NOW	SERVICENOW INC	21,462	$6.151M	1.8%	$286.60 *	$49.33	+16.2%	COM	81762P102
JPM	JPMORGAN CHASE & CO	65,595	$5.906M	1.8%	$90.04 *	$66.63	+15.2%	COM	46625H100
V	VISA INC	36,410	$5.866M	1.8%	$161.11 *	$109.93	+40.7%	COM CL A	92826C839
ISRG	INTUITIVE SURGICAL INC	11,375	$5.633M	1.7%	$495.21 *	$136.38	+21.0%	COM NEW	46120E602
HD	HOME DEPOT INC	30,090	$5.618M	1.7%	$186.71 *	$124.81	+30.3%	COM	437076102
NKE	NIKE INC	65,291	$5.418M	1.6%	$82.98 *	$53.27	+43.7%	CL B	654106103
—	ATLASSIAN CORP PLC	38,892	$5.338M	1.6%	$137.25	$130.45	—	CL A	G06242104
DLR	DIGITAL RLTY TR INC	36,321	$5.045M	1.5%	$138.90 *	$90.14	+26.4%	COM	253868103
DIS	DISNEY WALT CO	51,271	$4.953M	1.5%	$96.60 *	$114.34	-17.5%	COM DISNEY	254687106
HON	HONEYWELL INTL INC	36,514	$4.885M	1.5%	$133.78 *	$96.96	+15.4%	COM	438516106
NVDA	NVIDIA CORP	18,427	$4.857M	1.5%	$263.58 *	$3.74	+75.5%	COM	67066G104
NOC	NORTHROP GRUMMAN CORP	15,517	$4.695M	1.4%	$302.57 *	$218.43	+25.9%	COM	666807102
GOOG	ALPHABET INC	3,970	$4.616M	1.4%	$1162.72 *	$47.07	+22.6%	CAP STK CL C	02079K107
ZTS	ZOETIS INC	38,580	$4.54M	1.4%	$117.68 *	$102.45	+9.4%	CL A	98978V103
VZ	VERIZON COMMUNICATIONS INC	84,381	$4.534M	1.4%	$53.73 *	$39.60	-2.7%	COM	92343V104
IDXX	IDEXX LABS INC	18,632	$4.513M	1.3%	$242.22	$249.98	-3.1%	COM	45168D104
FIS	FIDELITY NATL INFORMATION SV	36,775	$4.473M	1.3%	$121.63 *	$118.28	-8.6%	COM	31620M106
ILMN	ILLUMINA INC	16,177	$4.418M	1.3%	$273.10 *	$210.76	+26.1%	COM	452327109
SYK	STRYKER CORP	25,495	$4.259M	1.3%	$167.05 *	$173.12	-9.5%	COM	863667101
BAC	BANK AMER CORP	199,328	$4.232M	1.3%	$21.23 *	$18.03	+2.3%	COM	060505104
TIP	ISHARES TR	35,715	$4.212M	1.3%	$117.93	$114.01	+3.4%	TIPS BD ETF	464287176
ZM	ZOOM VIDEO COMMUNICATIONS IN	27,174	$3.971M	1.2%	$146.13	$98.68	+48.1%	CL A	98980L101
INTC	INTEL CORP	71,161	$3.851M	1.2%	$54.12 *	$33.48	+43.3%	COM	458140100
—	ISHARES TR	153,789	$3.791M	1.1%	$24.65	$24.93	—	IBONDS DEC21 ETF	46434VBK5
—	ISHARES TR	139,297	$3.453M	1.0%	$24.79	$25.17	—	IBONDS DEC22 ETF	46434VBA7
GBDC	GOLUB CAP BDC INC	249,361	$3.132M	0.9%	$12.56 *	$8.74	-20.1%	COM	38173M102
—	RAYTHEON CO	23,461	$3.077M	0.9%	$131.15	$154.11	—	COM NEW	755111507
CMCSA	COMCAST CORP NEW	86,176	$2.983M	0.9%	$34.62 *	$37.21	-20.5%	CL A	20030N101
BA	BOEING CO	19,609	$2.924M	0.9%	$149.12	$163.68	-8.9%	COM	097023105
—	ISHARES TR	114,106	$2.853M	0.9%	$25.00	$25.34	—	IBONDS DEC23 ETF	46434VAX8
CSCO	CISCO SYS INC	70,834	$2.784M	0.8%	$39.30 *	$27.39	+20.0%	COM	17275R102
SBUX	STARBUCKS CORP	41,236	$2.711M	0.8%	$65.74 *	$66.66	-13.3%	COM	855244109
—	ACTIVISION BLIZZARD INC	44,449	$2.644M	0.8%	$59.48	$62.69	—	COM	00507V109
NFLX	NETFLIX INC	6,593	$2.476M	0.7%	$375.55 *	$31.49	+19.2%	COM	64110L106
—	ISHARES TR	99,182	$2.452M	0.7%	$24.72	$25.21	—	IBONDS DEC24 ETF	46434VBG4
SWK	STANLEY BLACK & DECKER INC	24,275	$2.428M	0.7%	$100.02 *	$104.57	-20.0%	COM	854502101
—	ISHARES TR	95,739	$2.414M	0.7%	$25.21	$25.41	—	IBONDS DEC20 ETF	46434VAQ3
TWLO	TWILIO INC	26,059	$2.332M	0.7%	$89.49	$105.61	-15.3%	CL A	90138F102
SMH	VANECK VECTORS ETF TRUST	17,100	$2.003M	0.6%	$117.13 *	$52.56	+11.4%	SEMICONDUCTOR ET	92189F676
IWM	ISHARES TR	15,708	$1.798M	0.5%	$114.46	$132.36	-13.5%	RUSSELL 2000 ETF	464287655
XBI	SPDR SERIES TRUST	22,981	$1.78M	0.5%	$77.46	$85.78	-9.7%	S&P BIOTECH	78464A870
CVX	CHEVRON CORP NEW	23,431	$1.698M	0.5%	$72.47 *	$84.59	-33.7%	COM	166764100
LMT	LOCKHEED MARTIN CORP	4,748	$1.609M	0.5%	$338.88 *	$211.03	+37.4%	COM	539830109
IEF	ISHARES TR	13,008	$1.58M	0.5%	$121.46	$108.93	+11.5%	BARCLAYS 7 10 YR	464287440
DOCU	DOCUSIGN INC	16,124	$1.49M	0.4%	$92.41	$80.42	+14.9%	COM	256163106
VCIT	VANGUARD SCOTTSDALE FDS	17,030	$1.483M	0.4%	$87.08	$91.18	-4.5%	INT-TERM CORP	92206C870
XLF	SELECT SECTOR SPDR TR	71,154	$1.481M	0.4%	$20.81	$22.33	-6.8%	SBI INT-FINL	81369Y605
XLV	SELECT SECTOR SPDR TR	15,460	$1.369M	0.4%	$88.55	$83.47	+6.1%	SBI HEALTHCARE	81369Y209
XLI	SELECT SECTOR SPDR TR	21,433	$1.265M	0.4%	$59.02	$71.78	-17.8%	SBI INT-INDS	81369Y704
EXTR	EXTREME NETWORKS INC	402,366	$1.243M	0.4%	$3.09	$5.55	-44.3%	COM	30226D106
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,269	$1.146M	0.3%	$182.80	$174.88	+4.5%	CL B NEW	084670702
MDY	SPDR S&P MIDCAP 400 ETF TR	3,631	$959K	0.3%	$264.11	$295.36	-11.0%	UTSER1 S&PDCRP	78467Y107
IJR	ISHARES TR	16,870	$947K	0.3%	$56.14	$82.01	-31.6%	CORE S&P SCP ETF	464287804
GLD	SPDR GOLD TRUST	5,370	$795K	0.2%	$148.04	$118.63	+24.8%	GOLD SHS	78463V107
SPY	SPDR S&P 500 ETF TR	2,958	$766K	0.2%	$258.96	$263.28	-2.1%	TR UNIT	78462F103
CRVL	CORVEL CORP	12,000	$654K	0.2%	$54.50 *	$19.28	-5.8%	COM	221006109
NTES	NETEASE INC	2,000	$642K	0.2%	$321.00	$290.66	+10.4%	SPONSORED ADS	64110W102
DHI	D R HORTON INC	18,742	$637K	0.2%	$33.99 *	$26.42	+21.3%	COM	23331A109
PEP	PEPSICO INC	5,259	$632K	0.2%	$120.17 *	$112.76	-10.7%	COM	713448108
—	XILINX INC	7,812	$609K	0.2%	$77.96	$80.62	—	COM	983919101
CSX	CSX CORP	10,248	$587K	0.2%	$57.28 *	$21.58	-18.0%	COM	126408103
—	ISHARES TR	22,875	$571K	0.2%	$24.96	$24.96	—	IBONDS DEC25 ETF	46434VBD1
VTI	VANGUARD INDEX FDS	4,419	$570K	0.2%	$128.99	$141.41	-8.8%	TOTAL STK MKT	922908769
GILD	GILEAD SCIENCES INC	7,125	$533K	0.2%	$74.81 *	$56.81	+5.3%	COM	375558103
FDX	FEDEX CORP	4,269	$520K	0.2%	$121.81 *	$172.40	-36.7%	COM	31428X106
VCSH	VANGUARD SCOTTSDALE FDS	5,750	$455K	0.1%	$79.13	$78.66	+0.6%	SHRT TRM CORP BD	92206C409
JNJ	JOHNSON & JOHNSON	3,465	$454K	0.1%	$131.02 *	$91.75	+21.5%	COM	478160104
PTON	PELOTON INTERACTIVE INC	15,785	$419K	0.1%	$26.54	$27.81	-4.5%	CL A COM	70614W100
AMGN	AMGEN INC	2,010	$407K	0.1%	$202.49 *	$132.99	+27.6%	COM	031162100
MRK	MERCK & CO INC	4,975	$386K	0.1%	$77.59 *	$51.03	+20.0%	COM	58933Y105
AXP	AMERICAN EXPRESS CO	4,205	$360K	0.1%	$85.61 *	$63.71	+24.3%	COM	025816109
IVV	ISHARES TR	1,328	$343K	0.1%	$258.28	$308.26	-16.2%	CORE S&P500 ETF	464287200
IWF	ISHARES TR	2,216	$334K	0.1%	$150.72 *	$32.38	+16.3%	RUS 1000 GRW ETF	464287614
XLK	SELECT SECTOR SPDR TR	4,151	$334K	0.1%	$80.46 *	$43.62	-7.9%	TECHNOLOGY	81369Y803
—	SVMK INC	23,959	$324K	0.1%	$13.52	$18.23	—	COM	78489X103
EPD	ENTERPRISE PRODS PARTNERS L	22,132	$316K	0.1%	$14.28	$24.61	—	COM	293792107
UNP	UNION PACIFIC CORP	2,219	$313K	0.1%	$141.05 *	$124.57	-0.3%	COM	907818108
VIG	VANGUARD GROUP	2,999	$310K	0.1%	$103.37	$105.58	-2.1%	DIV APP ETF	921908844
LLY	LILLY ELI & CO	2,210	$307K	0.1%	$138.91 *	$64.22	+102.0%	COM	532457108
PG	PROCTER & GAMBLE CO	2,770	$305K	0.1%	$110.11 *	$65.56	+45.4%	COM	742718109
XOM	EXXON MOBIL CORP	8,041	$305K	0.1%	$37.93 *	$58.04	-49.8%	COM	30231G102
TSLA	TESLA INC	572	$300K	0.1%	$524.48 *	$21.69	+61.0%	COM	88160R101
—	BLACKROCK INC	665	$293K	0.1%	$440.60	$401.99	—	COM	09247X101
KO	COCA COLA CO	6,100	$273K	0.1%	$44.75 *	$31.21	+19.0%	COM	191216100
—	ETF MANAGERS TR	6,942	$259K	0.1%	$37.31	$43.00	—	PRIME MOBILE PAY	26924G409
—	ETF MANAGERS TR	5,960	$253K	0.1%	$42.45	$40.28	—	VIDEO GAME TECH	26924G706
TGT	TARGET CORP	2,700	$251K	0.1%	$92.96 *	$67.73	+17.8%	COM	87612E106
SLB	SCHLUMBERGER LTD	17,810	$250K	0.1%	$14.04 *	$54.40	-78.2%	COM	806857108
—	UNITED TECHNOLOGIES CORP	2,643	$249K	0.1%	$94.21	$113.82	—	COM	913017109
MDLZ	MONDELEZ INTL INC	4,755	$239K	0.1%	$50.26 *	$46.70	-7.0%	CL A	609207105
RSP	INVESCO EXCHANGE TRADED FD T	2,821	$237K	0.1%	$84.01	$111.09	-24.4%	S&P500 EQL WGT	46137V357
XYZ	SQUARE INC	4,500	$236K	0.1%	$52.44	$72.00	-27.2%	CL A	852234103
—	SVB FINL GROUP	1,500	$227K	0.1%	$151.33	$307.83	—	COM	78486Q101
MU	MICRON TECHNOLOGY INC	5,400	$227K	0.1%	$42.04 *	$50.73	-19.1%	COM	595112103
FDN	FIRST TR EXCHANGE TRADED FD	1,792	$222K	0.1%	$123.88	$134.83	-8.2%	DJ INTERNT IDX	33733E302
—	SPLUNK INC	1,700	$215K	0.1%	$126.47	$126.47	—	COM	848637104
BSV	VANGUARD BD INDEX FD INC	2,503	$206K	0.1%	$82.30	$79.75	+3.1%	SHORT TRM BOND	921937827
VO	VANGUARD INDEX FDS	1,553	$204K	0.1%	$131.36 *	$38.75	-15.1%	MID CAP ETF	922908629
VUG	VANGUARD INDEX FDS	1,295	$203K	0.1%	$156.76 *	$24.68	+5.8%	GROWTH ETF	922908736
VOO	VANGUARD INDEX FDS	852	$202K	0.1%	$237.09	$249.79	-5.2%	S&P 500 ETF SHS	922908363
PAA	PLAINS ALL AMERN PIPELINE L	16,400	$87,000	0.0%	$5.30	$22.04	—	UNIT LTD PARTN	726503105