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
ABBOTT LABS CS 002824100 11,385 144,283 SH   SOLE   14,215 0 130,068
ACADIA PHARMACEUTICALS INC CS 004225108 305 7,225 SH   SOLE   1,355 0 5,870
ACTIVISION BLIZZARD INC CS 00507V109 623 10,470 SH   SOLE   2,105 0 8,365
AGILENT TECHNOLOGIES INC CS 00846U101 9,933 138,696 SH   SOLE   43,683 0 95,013
AKAMAI TECHNOLOGIES INC CS 00971T101 30,757 336,174 SH   SOLE   122,846 0 213,328
ALLSTATE CORP CS 020002101 660 7,195 SH   SOLE   729 0 6,466
ALPHABET INC CAP STK CL C CS 02079K107 530 456 SH   SOLE   27 0 429
ALTERYX INC CS 02156B103 299 3,139 SH   SOLE   580 0 2,559
AMAZON COM INC CS 023135106 31,248 16,027 SH   SOLE   6,436 0 9,591
AMERICAN EXPRESS CO CS 025816109 485 5,666 SH   SOLE   1,075 0 4,591
AMERICAN TOWER REIT COM CS 03027X100 29,946 137,526 SH   SOLE   73,065 0 64,461
AMETEK INC NEW CS 031100100 3,015 41,863 SH   SOLE   6,792 0 35,071
AMGEN INC CS 031162100 239 1,181 SH   SOLE   694 0 487
ANSYS INC CS 03662Q105 6,037 25,967 SH   SOLE   7,269 0 18,698
AON PLC CS G0408V102 13,634 82,612 SH   SOLE   54,412 0 28,200
APPLE INC COM CS 037833100 837 3,291 SH   SOLE   969 0 2,322
ARCOSA INC CS 039653100 291 7,313 SH   SOLE   1,793 0 5,520
ASML HOLDING N V N Y REGISTRY ADR N07059210 1,439 5,500 SH   SOLE   1,530 0 3,970
ASPEN TECHNOLOGY INC CS 045327103 1,023 10,760 SH   SOLE   930 0 9,830
ASTRAZENECA PLC ADR 046353108 5,649 126,488 SH   SOLE   12,191 0 114,297
AUTODESK INC CS 052769106 1,886 12,080 SH   SOLE   2,270 0 9,810
BLACKSTONE GROUP INC COM CL A CS 09260D107 30,429 667,738 SH   SOLE   279,181 0 388,557
BOSTON BEER INC CS 100557107 4,310 11,725 SH   SOLE   2,979 0 8,746
BROWN FORMAN CORP CS 115637209 706 12,710 SH   SOLE   3,290 0 9,420
CADENCE DESIGN SYSTEM INC CS 127387108 231 3,495 SH   SOLE   1,410 0 2,085
CAMPBELL SOUP CO CS 134429109 14,707 318,601 SH   SOLE   63,042 0 255,559
CASELLA WASTE SYS INC CS 147448104 285 7,285 SH   SOLE   5,830 0 1,455
CHEMED CORP NEW CS 16359R103 2,160 4,985 SH   SOLE   0 0 4,985
CHURCH AND DWIGHT INC CS 171340102 1,413 22,009 SH   SOLE   1,550 0 20,459
CITRIX SYS INC CS 177376100 18,520 130,836 SH   SOLE   71,263 0 59,573
COCA COLA CO CS 191216100 18,852 426,037 SH   SOLE   184,658 0 241,379
COMCAST CORP CS 20030N101 483 14,049 SH   SOLE   840 0 13,209
COSTCO WHSL CORP CS 22160K105 21,322 74,781 SH   SOLE   17,323 0 57,458
COUPA SOFTWARE INC CS 22266L106 872 6,240 SH   SOLE   950 0 5,290
CRISPR THERAPEUTICS AG CS H17182108 405 9,546 SH   SOLE   1,755 0 7,791
D R HORTON INC CS 23331A109 1,146 33,711 SH   SOLE   6,760 0 26,951
DANAHER CORP DEL CS 235851102 780 5,634 SH   SOLE   431 0 5,203
DAVITA INC CS 23918K108 9,121 119,915 SH   SOLE   74,812 0 45,103
DBX ETF TR EAFE CURR HDG ETF 233051200 803 29,965 SH   SOLE   0 0 29,965
DEXCOM INC CS 252131107 17,015 63,190 SH   SOLE   27,710 0 35,480
DOCUSIGN INC COM CS 256163106 28,065 303,734 SH   SOLE   154,415 0 149,319
DOLLAR GEN CORP NEW CS 256677105 1,235 8,181 SH   SOLE   1,780 0 6,401
EATON CORP PLC CS G29183103 3,562 45,853 SH   SOLE   7,645 0 38,208
EDWARDS LIFESCIENCES CORP CS 28176E108 298 1,580 SH   SOLE   0 0 1,580
ENPHASE ENERGY INC CS 29355A107 540 16,720 SH   SOLE   6,286 0 10,434
EQUINIX INC CS 29444U700 7,448 11,925 SH   SOLE   2,202 0 9,723
ESSENTIAL UTILS INC COM CS 29670G102 1,015 24,940 SH   SOLE   12,129 0 12,811
FASTENAL CO CS 311900104 6,780 216,971 SH   SOLE   14,225 0 202,746
FORTINET INC CS 34959E109 811 8,021 SH   SOLE   1,515 0 6,506
GENMAB A S ADR 372303206 746 35,183 SH   SOLE   6,145 0 29,038
HERSHEY FOODS CORP CS 427866108 10,030 75,699 SH   SOLE   50,501 0 25,198
ILLINOIS TOOL WKS INC CS 452308109 11,216 78,919 SH   SOLE   14,043 0 64,876
INSULET CORP CS 45784P101 1,203 7,259 SH   SOLE   2,378 0 4,881
INTEL CORP CS 458140100 6,718 124,133 SH   SOLE   107,596 0 16,537
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J700 7,343 350,165 SH   SOLE   89,245 0 260,920
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 7,325 354,743 SH   SOLE   90,250 0 264,493
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J783 3,528 178,105 SH   SOLE   45,535 0 132,570
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 3,611 183,304 SH   SOLE   46,722 0 136,582
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 3,632 176,554 SH   SOLE   44,974 0 131,580
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J809 336 15,170 SH   SOLE   0 0 15,170
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 7,412 349,967 SH   SOLE   89,015 0 260,952
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 7,357 354,961 SH   SOLE   90,294 0 264,667
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J643 3,570 172,848 SH   SOLE   44,156 0 128,692
INVESCO EXCHANGE TRADED FD T S ETF 46137V258 271 6,778 SH   SOLE   2,327 0 4,451
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 1,082 36,049 SH   SOLE   12,186 0 23,863
ISHARES TR DJ HEALTH CARE ETF 464288828 212 1,270 SH   SOLE   0 0 1,270
ISHARES TR DJ HOME CONSTN ETF 464288752 237 8,180 SH   SOLE   0 0 8,180
ISHARES TR DJ MED DEVICES ETF 464288810 586 2,600 SH   SOLE   0 0 2,600
ISHARES TR GLDM SCHS SEMI ETF 464287523 596 2,905 SH   SOLE   0 0 2,905
ISHARES TR GLMN SCHS SOFT ETF 464287515 745 3,545 SH   SOLE   0 0 3,545
ISHARES TR NASDQ BIO INDX ETF 464287556 286 2,650 SH   SOLE   0 0 2,650
ISHARES TR SANDP GLB100INDX ETF 464287572 689 15,425 SH   SOLE   0 0 15,425
ISHARES TR SNP GL UTILITI ETF 464288711 290 5,725 SH   SOLE   0 0 5,725
KANSAS CITY SOUTHERN CS 485170302 538 4,227 SH   SOLE   210 0 4,017
KLA-TENCOR CORP CS 482480100 26,775 186,277 SH   SOLE   68,940 0 117,337
LAM RESEARCH CORP CS 512807108 477 1,986 SH   SOLE   847 0 1,139
LAUDER ESTEE COS INC CS 518439104 445 2,795 SH   SOLE   510 0 2,285
LEIDOS HLDGS INC CS 525327102 10,245 111,783 SH   SOLE   29,243 0 82,540
LHC GROUP INC CS 50187A107 4,211 30,035 SH   SOLE   8,840 0 21,195
LILLY ELI AND CO CS 532457108 34,447 248,321 SH   SOLE   94,832 0 153,489
LOCKHEED MARTIN CORP CS 539830109 24,871 73,375 SH   SOLE   36,076 0 37,299
LULULEMON ATHLETICA INC CS 550021109 1,671 8,813 SH   SOLE   4,872 0 3,941
MASTERCARD INCORPORATED CL A CS 57636Q104 3,885 16,084 SH   SOLE   5,413 0 10,671
MEDTRONIC PLC SHS CS G5960L103 4,283 47,497 SH   SOLE   7,134 0 40,363
MICROSOFT CORP CS 594918104 26,519 168,153 SH   SOLE   28,757 0 139,396
MKS INSTRUMENT INC CS 55306N104 333 4,090 SH   SOLE   770 0 3,320
MOODYS CORP CS 615369105 27,239 128,788 SH   SOLE   50,601 0 78,187
NASDAQ STOCK MARKET INC CS 631103108 887 9,340 SH   SOLE   1,340 0 8,000
NETEASE COM INC ADR 64110W102 14,036 43,730 SH   SOLE   17,602 0 26,128
NETFLIX COM INC CS 64110L106 31,999 85,217 SH   SOLE   27,977 0 57,240
NORDSON CORP CS 655663102 325 2,408 SH   SOLE   460 0 1,948
NORTHROP GRUMMAN CORP CS 666807102 305 1,008 SH   SOLE   463 0 545
NOVARTIS A G SPONSORED ADR ADR 66987V109 573 6,953 SH   SOLE   311 0 6,642
NVIDIA CORP CS 67066G104 2,971 11,271 SH   SOLE   1,352 0 9,919
PAYCOM SOFTWARE INC CS 70432V102 19,000 94,056 SH   SOLE   53,031 0 41,025
PENUMBRA INC CS 70975L107 472 2,927 SH   SOLE   553 0 2,374
PEPSICO INC CS 713448108 656 5,463 SH   SOLE   1,117 0 4,346
PRICE T ROWE GROUP INC CS 74144T108 361 3,693 SH   SOLE   175 0 3,518
PROCTER AND GAMBLE CO CS 742718109 27,169 246,987 SH   SOLE   117,211 0 129,776
REGENERON PHARMACEUTICALS CS 75886F107 427 874 SH   SOLE   381 0 493
RENAISSANCE RE HLDGS LTD CS G7496G103 424 2,838 SH   SOLE   200 0 2,638
REPLIGEN CORP CS 759916109 294 3,045 SH   SOLE   570 0 2,475
RESMED INC CS 761152107 259 1,757 SH   SOLE   592 0 1,165
RINGCENTRAL INC CS 76680R206 17,217 81,248 SH   SOLE   11,687 0 69,561
SALESFORCE COM INC CS 79466L302 9,640 66,955 SH   SOLE   16,127 0 50,828
SANOFI SPONSORED ADR ADR 80105N105 11,635 266,125 SH   SOLE   154,169 0 111,956
SEA LTD ADR 81141R100 692 15,612 SH   SOLE   2,685 0 12,927
SEATTLE GENETICS INC CS 812578102 313 2,711 SH   SOLE   510 0 2,201
SONY CORP ADR 835699307 565 9,553 SH   SOLE   2,117 0 7,436
SPLUNK INC CS 848637104 551 4,365 SH   SOLE   810 0 3,555
SWITCH INC CL A CS 87105L104 440 30,490 SH   SOLE   4,685 0 25,805
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 16,624 347,852 SH   SOLE   66,587 0 281,265
TERADYNE INC CS 880770102 13,370 246,822 SH   SOLE   182,443 0 64,379
TETRA TECH INC NEW CS 88162G103 2,411 34,145 SH   SOLE   8,631 0 25,514
THERMO FISHER SCIENTIFIC INC C CS 883556102 1,222 4,309 SH   SOLE   2,296 0 2,013
TOPBUILD CORP CS 89055F103 572 7,990 SH   SOLE   1,280 0 6,710
TRANE TECHNOLOGIES PLC SHS CS G8994E103 15,375 186,167 SH   SOLE   39,352 0 146,815
UNITEDHEALTH GROUP INC CS 91324P102 21,101 84,615 SH   SOLE   32,013 0 52,602
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 1,116 25,518 SH   SOLE   7,974 0 17,544
VANECK VECTORS ETF TR VIDEO GA ETF 92189F114 219 5,640 SH   SOLE   0 0 5,640
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 852 9,563 SH   SOLE   3,122 0 6,441
VERTEX PHARMACEUTICALS INC CS 92532F100 33,050 138,893 SH   SOLE   58,501 0 80,392
VISA INC CS 92826C839 544 3,378 SH   SOLE   2,443 0 935
WALMART INC CS 931142103 593 5,222 SH   SOLE   331 0 4,891
WESTERN UN CO CS 959802109 11,402 628,921 SH   SOLE   403,546 0 225,375
WILLIS TOWERS WATSON PUB LTD CS G96629103 22,395 131,850 SH   SOLE   35,335 0 96,515