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
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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
2U, Inc. COM 90214J101 3,223 106,900 SH   SOLE   106,900 0 0
AbbVie Inc. COM 00287Y109 302 4,825 SH   SOLE   4,825 0 0
Acuity Brands, Inc. COM 00508Y102 33,948 147,050 SH   SOLE   67,835 0 79,215
Adobe Systems Incorporated COM 00724F101 19,523 189,635 SH   SOLE   80,460 0 109,175
Alexion Pharmaceuticals, Inc. COM 015351109 49,229 402,360 SH   SOLE   189,700 0 212,660
Alibaba Group Holding Limited COM 01609W102 1,835 20,897 SH   SOLE   19,547 0 1,350
Alphabet Inc. Class A COM 02079K305 64,490 81,381 SH   SOLE   39,936 0 41,445
Alphabet Inc. Class C COM 02079K107 1,845 2,390 SH   SOLE   1,980 0 410
Amazon.com, Inc. COM 023135106 149,466 199,323 SH   SOLE   98,353 0 100,970
Amgen Inc. COM 031162100 270 1,850 SH   SOLE   1,825 0 25
Apple Inc. COM 037833100 1,630 14,070 SH   SOLE   12,465 0 1,605
Bank of the Ozarks, Inc. COM 063904106 34,225 650,795 SH   SOLE   328,270 0 322,525
Becton, Dickinson and Company COM 075887109 392 2,370 SH   SOLE   2,320 0 50
BioMarin Pharmaceutical Inc. COM 09061G101 28,927 349,194 SH   SOLE   151,894 0 197,300
BlackRock, Inc. COM 09247X101 1,019 2,679 SH   SOLE   2,629 0 50
Boeing Company COM 097023105 666 4,280 SH   SOLE   4,280 0 0
Carlisle Companies Incorporate COM 142339100 462 4,185 SH   SOLE   4,185 0 0
Celgene Corporation COM 151020104 88,754 766,770 SH   SOLE   346,985 0 419,785
Charles Schwab Corporation COM 808513105 91,862 2,327,390 SH   SOLE   1,095,690 0 1,231,700
Chipotle Mexican Grill, Inc. COM 169656105 31,078 82,365 SH   SOLE   35,050 0 47,315
Colgate-Palmolive Company COM 194162103 276 4,210 SH   SOLE   4,210 0 0
Constellation Brands, Inc. COM 21036P108 770 5,025 SH   SOLE   4,900 0 125
CyrusOne Inc. COM 23283R100 472 10,555 SH   SOLE   9,355 0 1,200
DexCom, Inc. COM 252131107 40,836 684,015 SH   SOLE   322,955 0 361,060
Ecolab Inc. COM 278865100 328 2,800 SH   SOLE   2,800 0 0
Ellie Mae, Inc. COM 28849P100 55,638 664,890 SH   SOLE   323,890 0 341,000
Exact Sciences Corporation COM 30063P105 31,099 2,327,770 SH   SOLE   1,117,470 0 1,210,300
Facebook, Inc. COM 30303M102 112,790 980,358 SH   SOLE   468,858 0 511,500
FedEx Corporation COM 31428X106 474 2,545 SH   SOLE   2,520 0 25
First Republic Bank COM 33616C100 50,799 551,325 SH   SOLE   259,795 0 291,530
Int'l Business Machines Corpor COM 459200101 544 3,280 SH   SOLE   3,280 0 0
International Flavors & Fragra COM 459506101 501 4,250 SH   SOLE   4,250 0 0
JPMorgan Chase & Co. COM 46625H100 1,164 13,490 SH   SOLE   13,190 0 300
Johnson & Johnson COM 478160104 877 7,610 SH   SOLE   7,510 0 100
McKesson Corporation COM 58155Q103 550 3,915 SH   SOLE   3,875 0 40
Mead Johnson Nutrition Company COM 582839106 561 7,925 SH   SOLE   7,525 0 400
Medidata Solutions, Inc. COM 58471A105 34,693 698,465 SH   SOLE   301,385 0 397,080
MercadoLibre, Inc. COM 58733R102 77,682 497,513 SH   SOLE   252,308 0 245,205
Microsoft Corporation COM 594918104 1,167 18,785 SH   SOLE   18,785 0 0
Monolithic Power Systems, Inc. COM 609839105 50,158 612,210 SH   SOLE   297,295 0 314,915
NVIDIA Corporation COM 67066G104 4,161 38,980 SH   SOLE   38,980 0 0
Netflix, Inc. COM 64110L106 148,441 1,199,037 SH   SOLE   587,842 0 611,195
Nevro Corp. COM 64157F103 22,846 314,425 SH   SOLE   153,455 0 160,970
Nordstrom, Inc. COM 655664100 225 4,700 SH   SOLE   2,300 0 2,400
Nutanix, Inc. COM 67059N108 925 34,815 SH   SOLE   34,815 0 0
PACCAR Inc COM 693718108 422 6,610 SH   SOLE   5,210 0 1,400
Palo Alto Networks, Inc. COM 697435105 73,618 588,710 SH   SOLE   282,960 0 305,750
Pandora Media, Inc. COM 698354107 38,323 2,938,865 SH   SOLE   1,442,315 0 1,496,550
PayPal Holdings, Inc. COM 70450Y103 1,560 39,525 SH   SOLE   37,425 0 2,100
Paychex, Inc. COM 704326107 649 10,660 SH   SOLE   10,610 0 50
Priceline Group Inc. COM 741503403 65,593 44,741 SH   SOLE   21,181 0 23,560
Proofpoint, Inc. COM 743424103 10,956 155,075 SH   SOLE   77,375 0 77,700
QUALCOMM Incorporated COM 747525103 1,255 19,255 SH   SOLE   18,075 0 1,180
Regeneron Pharmaceuticals, Inc COM 75886F107 53,586 145,976 SH   SOLE   67,801 0 78,175
SPDR Trust Series 1 COM 78462F103 667 2,982 SH   SOLE   2,982 0 0
Schlumberger Limited COM 806857108 500 5,955 SH   SOLE   5,880 0 75
ServiceNow, Inc. COM 81762P102 43,248 581,755 SH   SOLE   279,880 0 301,875
Shake Shack Inc. COM 819047101 31,282 874,030 SH   SOLE   421,005 0 453,025
Shopify Inc. COM 82509L107 13,027 303,875 SH   SOLE   188,425 0 115,450
Signature Bank COM 82669G104 54,803 364,865 SH   SOLE   178,130 0 186,735
Starbucks Corporation COM 855244109 1,567 28,230 SH   SOLE   25,330 0 2,900
Tesla, Inc. COM 88160R101 120,626 564,492 SH   SOLE   280,457 0 284,035
The Estee Lauder Companies Inc COM 518439104 594 7,770 SH   SOLE   7,520 0 250
The Home Depot, Inc. COM 437076102 1,153 8,600 SH   SOLE   8,600 0 0
Twilio Inc. COM 90138F102 1,176 40,760 SH   SOLE   40,760 0 0
Ulta Beauty Inc. COM 90384S303 31,998 125,510 SH   SOLE   60,615 0 64,895
Under Armour, Inc. Class A COM 904311107 23,697 815,725 SH   SOLE   348,625 0 467,100
Under Armour, Inc. Class C COM 904311206 13,708 544,624 SH   SOLE   243,289 0 301,335
Verizon Communications Inc. COM 92343V104 748 14,005 SH   SOLE   13,555 0 450
Visa Inc. COM 92826C839 5,487 70,334 SH   SOLE   66,934 0 3,400
Walgreens Boots Alliance, Inc. COM 931427108 549 6,635 SH   SOLE   6,535 0 100
Walt Disney Company COM 254687106 1,264 12,125 SH   SOLE   8,575 0 3,550
Wayfair Inc. COM 94419L101 3,013 85,960 SH   SOLE   85,960 0 0
XPO Logistics, Inc. COM 983793100 124,552 2,885,815 SH   SOLE   1,385,340 0 1,500,475
ZELTIQ Aesthetics, Inc. COM 98933Q108 19,967 458,802 SH   SOLE   205,390 0 253,412
Zillow Group, Inc. Class A, Vo COM 98954M101 810 22,220 SH   SOLE   18,540 0 3,680
Zillow Group, Inc. Class C COM 98954M200 77,458 2,123,880 SH   SOLE   1,048,700 0 1,075,180
lululemon athletica inc. COM 550021109 34,027 523,575 SH   SOLE   219,925 0 303,650
salesforce.com, inc. COM 79466L302 31,553 460,893 SH   SOLE   207,218 0 253,675