Instuitional Investor - Oberndorf William E

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Unitedhealth Group Inc	UNH	35,553	$14,776,893	26.86%
2.	Guidewire Software Inc.	GWRE	71,997	$8,859,231	16.1%
3.	Amazon Com Inc	AMZN	36,031	$8,587,629	15.61%
4.	Veeva Systems Inc	VEEV	45,153	$8,013,303	14.56%
5.	Sprott Physical Gold Trust	PHYS	224,439	$6,771,325	12.31%