Instuitional Investor - Oberndorf William E

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Unitedhealth Group Inc	UNH	35,553	$9,620,287	18.03%
2.	Guidewire Software Inc.	GWRE	61,751	$9,235,479	17.31%
3.	Sprott Physical Gold Trust	PHYS	224,439	$7,954,118	14.91%
4.	Veeva Systems Inc	VEEV	45,153	$7,931,576	14.87%
5.	Amazon Com Inc	AMZN	36,031	$7,504,176	14.07%