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 19,334 177,655 SH   SOLE   17,006 0 160,649
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 8,695 38,475 SH   SOLE   12,971 0 25,504
ACTIVISION BLIZZARD INC CS 00507V109 2,734 33,770 SH   SOLE   4,271 0 29,499
AGILENT TECHNOLOGIES INC CS 00846U101 16,084 159,341 SH   SOLE   47,014 0 112,327
AKAMAI TECHNOLOGIES INC CS 00971T101 42,521 384,666 SH   SOLE   129,559 0 255,107
ALIBABA GROUP HLDG LTD SPONSOR ADR 01609W102 200 681 SH   SOLE   0 0 681
ALPHABET INC CAP STK CL C CS 02079K107 823 560 SH   SOLE   77 0 483
AMAZON COM INC CS 023135106 57,915 18,393 SH   SOLE   6,607 0 11,786
AMERICAN SUPERCONDUCTOR CORP CS 030111207 641 44,243 SH   SOLE   5,465 0 38,778
AMGEN INC CS 031162100 405 1,595 SH   SOLE   1,141 0 454
ANSYS INC CS 03662Q105 15,301 46,760 SH   SOLE   11,505 0 35,255
APPLE INC COM CS 037833100 16,542 142,838 SH   SOLE   106,475 0 36,363
ASML HOLDING N V N Y REGISTRY ADR N07059210 2,760 7,473 SH   SOLE   1,518 0 5,955
ASTRAZENECA PLC ADR 046353108 9,779 178,440 SH   SOLE   12,994 0 165,446
AUTODESK INC CS 052769106 4,791 20,738 SH   SOLE   3,359 0 17,379
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 251 1,179 SH   SOLE   782 0 397
BEST BUY INC CS 086516101 263 2,365 SH   SOLE   446 0 1,919
BLACKROCK INC CS 09247X101 556 986 SH   SOLE   431 0 555
BLACKSTONE GROUP INC COM CL A CS 09260D107 39,068 748,421 SH   SOLE   283,233 0 465,188
BOSTON BEER INC CS 100557107 10,986 12,437 SH   SOLE   2,967 0 9,470
BROWN FORMAN CORP CS 115637209 1,429 18,979 SH   SOLE   3,769 0 15,210
BUILDERS FIRSTSOURCE INC CS 12008R107 5,456 167,268 SH   SOLE   141,535 0 25,733
CADENCE DESIGN SYSTEM INC CS 127387108 312 2,930 SH   SOLE   1,260 0 1,670
CASELLA WASTE SYS INC CS 147448104 396 7,085 SH   SOLE   5,630 0 1,455
CHEMED CORP NEW CS 16359R103 2,709 5,640 SH   SOLE   0 0 5,640
CHURCH AND DWIGHT INC CS 171340102 4,727 50,442 SH   SOLE   5,060 0 45,382
CINTAS CORP CS 172908105 13,440 40,382 SH   SOLE   13,002 0 27,380
CITRIX SYS INC CS 177376100 18,933 137,486 SH   SOLE   67,902 0 69,584
COSTCO WHSL CORP CS 22160K105 30,337 85,457 SH   SOLE   21,165 0 64,292
COUPA SOFTWARE INC CS 22266L106 1,936 7,060 SH   SOLE   995 0 6,065
CRISPR THERAPEUTICS AG CS H17182108 1,308 15,644 SH   SOLE   2,315 0 13,329
CUMMINS INC CS 231021106 9,446 44,733 SH   SOLE   5,795 0 38,938
D R HORTON INC CS 23331A109 5,979 79,056 SH   SOLE   9,621 0 69,435
DANAHER CORP DEL CS 235851102 1,336 6,206 SH   SOLE   561 0 5,645
DARDEN RESTAURANTS INC CS 237194105 1,424 14,138 SH   SOLE   1,472 0 12,666
DAVITA INC CS 23918K108 15,901 185,648 SH   SOLE   90,003 0 95,645
DBX ETF TR EAFE CURR HDG ETF 233051200 213 6,945 SH   SOLE   0 0 6,945
DECKERS OUTDOOR CORP CS 243537107 852 3,874 SH   SOLE   251 0 3,623
DEXCOM INC CS 252131107 40,985 99,422 SH   SOLE   41,678 0 57,744
DOCUSIGN INC COM CS 256163106 59,160 274,856 SH   SOLE   123,949 0 150,907
DOLLAR GEN CORP NEW CS 256677105 2,360 11,259 SH   SOLE   1,755 0 9,504
DRAFTKINGS INC CS 26142R104 1,200 20,400 SH   SOLE   2,399 0 18,001
EATON CORP PLC CS G29183103 413 4,051 SH   SOLE   105 0 3,946
ELECTRONIC ARTS INC CS 285512109 6,577 50,431 SH   SOLE   6,157 0 44,274
ENERGY TRANSFER LP CS 29273V100 87 16,000 SH   SOLE   0 0 16,000
ENPHASE ENERGY INC CS 29355A107 1,616 19,565 SH   SOLE   6,830 0 12,735
EQUINIX INC CS 29444U700 12,609 16,588 SH   SOLE   3,766 0 12,822
ETF MANAGERS TR PUREFUNDS ISE ETF 26924G201 258 5,533 SH   SOLE   0 0 5,533
FASTENAL CO CS 311900104 11,626 257,846 SH   SOLE   18,855 0 238,991
FORTINET INC CS 34959E109 1,670 14,177 SH   SOLE   1,536 0 12,641
GENERAL MLS INC CS 370334104 9,251 149,981 SH   SOLE   125,790 0 24,191
GENMAB A S ADR 372303206 1,313 35,859 SH   SOLE   5,248 0 30,611
GLOBAL X FDS FTSENORD30 ETF ETF 37950E101 211 8,615 SH   SOLE   0 0 8,615
HECLA MNG CO CS 422704106 70 13,753 SH   SOLE   8,194 0 5,559
HOME DEPOT INC CS 437076102 405 1,460 SH   SOLE   881 0 579
IHS MARKIT LTD SHS CS G47567105 23,169 295,103 SH   SOLE   118,046 0 177,057
ILLINOIS TOOL WKS INC CS 452308109 16,668 86,271 SH   SOLE   17,781 0 68,490
INSULET CORP CS 45784P101 1,810 7,651 SH   SOLE   2,468 0 5,183
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 5,375 248,401 SH   SOLE   73,048 0 175,353
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J783 5,381 244,796 SH   SOLE   71,970 0 172,826
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J700 10,744 503,918 SH   SOLE   148,294 0 355,624
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 10,767 492,997 SH   SOLE   145,071 0 347,926
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 10,756 493,624 SH   SOLE   145,269 0 348,355
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J809 348 15,170 SH   SOLE   0 0 15,170
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 10,770 485,564 SH   SOLE   142,854 0 342,710
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 5,381 240,757 SH   SOLE   70,822 0 169,935
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J643 5,378 232,647 SH   SOLE   68,398 0 164,249
INVESCO EXCHANGE TRADED FD T N ETF 46137V530 724 3,510 SH   SOLE   0 0 3,510
INVESCO EXCHANGE TRADED FD T S ETF 46137V258 382 7,784 SH   SOLE   2,757 0 5,027
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 1,302 39,477 SH   SOLE   14,290 0 25,187
ISHARES TR DJ HEALTH CARE ETF 464288828 232 1,152 SH   SOLE   0 0 1,152
ISHARES TR DJ HOME CONSTN ETF 464288752 269 4,752 SH   SOLE   0 0 4,752
ISHARES TR DJ MED DEVICES ETF 464288810 654 2,183 SH   SOLE   0 0 2,183
ISHARES TR GLDM SCHS SEMI ETF 464287523 688 2,259 SH   SOLE   0 0 2,259
ISHARES TR GLMN SCHS SOFT ETF 464287515 763 2,454 SH   SOLE   0 0 2,454
ISHARES TR MSCI GRW IDX ETF 464288885 324 3,602 SH   SOLE   0 0 3,602
ISHARES TR NASDQ BIO INDX ETF 464287556 327 2,418 SH   SOLE   0 0 2,418
ISHARES TR SANDP GLB100INDX ETF 464287572 747 13,264 SH   SOLE   0 0 13,264
JD COM INC ADR 47215P106 42,116 542,667 SH   SOLE   178,590 0 364,077
KANSAS CITY SOUTHERN CS 485170302 1,712 9,468 SH   SOLE   938 0 8,530
KLA-TENCOR CORP CS 482480100 39,803 205,443 SH   SOLE   67,438 0 138,005
LHC GROUP INC CS 50187A107 6,956 32,726 SH   SOLE   9,535 0 23,191
LILLY ELI AND CO CS 532457108 42,078 284,273 SH   SOLE   100,548 0 183,725
LOWES COS INC CS 548661107 20,766 125,203 SH   SOLE   62,768 0 62,435
LULULEMON ATHLETICA INC CS 550021109 5,633 17,102 SH   SOLE   7,831 0 9,271
MASTERCARD INCORPORATED CL A CS 57636Q104 4,728 13,981 SH   SOLE   3,861 0 10,120
MICROSOFT CORP CS 594918104 41,414 196,900 SH   SOLE   36,536 0 160,364
MONOLITHIC PWR SYS INC CS 609839105 1,222 4,372 SH   SOLE   699 0 3,673
MOODYS CORP CS 615369105 43,061 148,564 SH   SOLE   52,199 0 96,365
NASDAQ STOCK MARKET INC CS 631103108 1,997 16,275 SH   SOLE   1,600 0 14,675
NETEASE COM INC ADR 64110W102 28,094 61,790 SH   SOLE   21,094 0 40,696
NETFLIX COM INC CS 64110L106 53,968 107,929 SH   SOLE   35,468 0 72,461
NOVOCURE LTD CS G6674U108 865 7,769 SH   SOLE   632 0 7,137
NVIDIA CORP CS 67066G104 23,318 43,085 SH   SOLE   6,917 0 36,168
PACCAR INC CS 693718108 16,921 198,414 SH   SOLE   117,208 0 81,206
PERKINELMER INC CS 714046109 1,799 14,336 SH   SOLE   1,758 0 12,578
PPG INDS INC CS 693506107 462 3,786 SH   SOLE   0 0 3,786
PRICE T ROWE GROUP INC CS 74144T108 507 3,956 SH   SOLE   286 0 3,670
PROCTER AND GAMBLE CO CS 742718109 396 2,848 SH   SOLE   1,893 0 955
PROGRESSIVE CORP OHIO CS 743315103 230 2,428 SH   SOLE   0 0 2,428
PROTO LABS INC CS 743713109 1,111 8,581 SH   SOLE   835 0 7,746
REGENERON PHARMACEUTICALS CS 75886F107 553 987 SH   SOLE   410 0 577
REPLIGEN CORP CS 759916109 1,164 7,888 SH   SOLE   1,139 0 6,749
RESMED INC CS 761152107 257 1,497 SH   SOLE   592 0 905
RINGCENTRAL INC CS 76680R206 23,412 85,255 SH   SOLE   12,165 0 73,090
ROCKWELL AUTOMATION INC CS 773903109 23,352 105,818 SH   SOLE   42,138 0 63,680
SALESFORCE COM INC CS 79466L302 19,591 77,953 SH   SOLE   18,363 0 59,590
SANOFI SPONSORED ADR ADR 80105N105 13,976 278,576 SH   SOLE   146,450 0 132,126
SAP SE SPON ADR ADR 803054204 268 1,720 SH   SOLE   250 0 1,470
SEA LTD ADR 81141R100 3,894 25,280 SH   SOLE   3,094 0 22,186
SELECT SECTOR SPDR TR SBI CONS ETF 81369Y308 374 5,832 SH   SOLE   0 0 5,832
SOCIEDAD QUIMICA MINERA DE C ADR 833635105 1,033 31,853 SH   SOLE   3,760 0 28,093
SONY CORP ADR 835699307 906 11,803 SH   SOLE   2,476 0 9,327
SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 321 2,884 SH   SOLE   0 0 2,884
SPOTIFY TECHNOLOGY S A CS L8681T102 26,082 107,522 SH   SOLE   43,156 0 64,366
SQUARE INC CS 852234103 3,490 21,469 SH   SOLE   6,993 0 14,476
T-MOBILE US INC CS 872590104 670 5,856 SH   SOLE   414 0 5,442
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 35,414 436,831 SH   SOLE   85,886 0 350,945
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 26,666 161,399 SH   SOLE   70,945 0 90,454
TARGET CORP CS 87612E106 19,398 123,224 SH   SOLE   61,199 0 62,025
TELADOC INC CS 87918A105 211 963 SH   SOLE   125 0 838
TERADYNE INC CS 880770102 19,791 249,069 SH   SOLE   172,890 0 76,179
TETRA TECH INC NEW CS 88162G103 2,474 25,902 SH   SOLE   5,498 0 20,404
THERMO FISHER SCIENTIFIC INC C CS 883556102 2,153 4,877 SH   SOLE   2,469 0 2,408
TOPBUILD CORP CS 89055F103 1,587 9,297 SH   SOLE   1,735 0 7,562
TRACTOR SUPPLY CO CS 892356106 6,862 47,873 SH   SOLE   6,495 0 41,378
TRIMBLE NAVIGATION LTD CS 896239100 1,638 33,627 SH   SOLE   3,814 0 29,813
UBER TECHNOLOGIES INC COM CS 90353T100 424 11,624 SH   SOLE   0 0 11,624
UNITEDHEALTH GROUP INC CS 91324P102 35,560 114,058 SH   SOLE   43,741 0 70,317
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 1,247 22,838 SH   SOLE   8,769 0 14,069
VANECK VECTORS ETF TR VIDEO GA ETF 92189F114 403 6,549 SH   SOLE   0 0 6,549
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 1,007 9,637 SH   SOLE   4,081 0 5,556
VEEVA SYS INC CS 922475108 280 996 SH   SOLE   0 0 996
VERTEX PHARMACEUTICALS INC CS 92532F100 43,418 159,556 SH   SOLE   60,277 0 99,279
VICOR CORP CS 925815102 856 11,008 SH   SOLE   1,121 0 9,887
VISA INC CS 92826C839 417 2,083 SH   SOLE   920 0 1,163
WALMART INC CS 931142103 905 6,466 SH   SOLE   734 0 5,732
WERNER ENTERPRISES INC CS 950755108 3,103 73,908 SH   SOLE   13,306 0 60,602