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
AAON INC COM PAR $0.004 000360206 218 4,718 SH   SOLE   4,718 0 0
ABBOTT LABS COM 002824100 377 4,710 SH   SOLE   4,710 0 0
ACCENTURE PLC IRELAND SHS CLASS A g1151c101 373 2,121 SH   SOLE   2,121 0 0
ADOBE INC COM 00724F101 616 2,312 SH   SOLE   2,312 0 0
AFLAC INC COM 001055102 378 7,551 SH   SOLE   7,551 0 0
ALARM COM HLDGS INC COM 011642105 201 3,096 SH   SOLE   3,096 0 0
ALIGN TECHNOLOGY INC COM 016255101 610 2,144 SH   SOLE   2,144 0 0
ALPHABET INC CAP STK CL C 02079k107 942 803 SH   SOLE   803 0 0
ALPHABET INC CAP STK CL A 02079k305 9,401 7,988 SH   SOLE   7,731 0 257
AMAZON COM INC COM 023135106 5,893 3,309 SH   SOLE   3,241 0 68
AMETEK INC NEW COM 031100100 648 7,810 SH   SOLE   7,810 0 0
APPLE INC COM 037833100 10,383 54,664 SH   SOLE   53,298 0 1,366
ARISTA NETWORKS INC COM 040413106 1,206 3,836 SH   SOLE   3,836 0 0
BIOGEN INC COM 09062x103 6,630 28,048 SH   SOLE   27,545 0 503
BOOKING HLDGS INC COM 09857l108 8,969 5,140 SH   SOLE   4,988 0 152
CERNER CORP COM 156782104 7,853 137,259 SH   SOLE   134,322 0 2,937
CHECK POINT SOFTWARE TECH LT ORD m22465104 238 1,879 SH   SOLE   0 0 1,879
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,035 21,167 SH   SOLE   20,573 0 594
CHURCH & DWIGHT INC COM 171340102 997 14,003 SH   SOLE   14,003 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,140 126,158 SH   SOLE   122,879 0 3,279
CYBERARK SOFTWARE LTD SHS m2682v108 1,577 13,246 SH   SOLE   13,246 0 0
DISNEY WALT CO COM DISNEY 254687106 9,657 86,979 SH   SOLE   85,159 0 1,820
EAST WEST BANCORP INC COM 27579r104 575 11,991 SH   SOLE   11,991 0 0
ECOLAB INC COM 278865100 11,359 64,344 SH   SOLE   62,983 0 1,361
EDWARDS LIFESCIENCES CORP COM 28176e108 14,814 77,428 SH   SOLE   75,723 0 1,705
EQUITY LIFESTYLE PPTYS INC COM 29472r108 624 5,461 SH   SOLE   5,461 0 0
ESSENT GROUP LTD COM g3198u102 703 16,182 SH   SOLE   16,182 0 0
ETSY INC COM 29786a106 707 10,511 SH   SOLE   10,511 0 0
EURONET WORLDWIDE INC COM 298736109 772 5,415 SH   SOLE   5,415 0 0
EXELIXIS INC COM 30161q104 555 23,310 SH   SOLE   23,310 0 0
EXXON MOBIL CORP COM 30231g102 483 5,977 SH   SOLE   5,977 0 0
FACEBOOK INC CL A 30303m102 8,773 52,633 SH   SOLE   51,453 0 1,180
FASTENAL CO COM 311900104 561 8,720 SH   SOLE   8,720 0 0
FIVE BELOW INC COM 33829m101 1,230 9,898 SH   SOLE   9,898 0 0
FORTINET INC COM 34959e109 584 6,951 SH   SOLE   6,951 0 0
GLOBANT S A COM l44385109 208 2,907 SH   SOLE   2,907 0 0
GLU MOBILE INC COM 379890106 235 21,485 SH   SOLE   21,485 0 0
HEICO CORP NEW COM 422806109 627 6,604 SH   SOLE   6,604 0 0
HEXO CORP COM 428304109 208 31,340 SH   SOLE   31,340 0 0
HOME DEPOT INC COM 437076102 321 1,675 SH   SOLE   1,675 0 0
HONEYWELL INTL INC COM 438516106 332 2,091 SH   SOLE   2,091 0 0
ICON PLC SHS g4705a100 628 4,597 SH   SOLE   4,597 0 0
ILLUMINA INC COM 452327109 542 1,745 SH   SOLE   1,745 0 0
INCYTE CORP COM 45337c102 606 7,045 SH   SOLE   7,045 0 0
INTEL CORP COM 458140100 562 10,470 SH   SOLE   10,470 0 0
INTUIT COM 461202103 371 1,419 SH   SOLE   1,419 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602 11,664 20,443 SH   SOLE   20,063 0 380
ISHARES TR CORE S&P500 ETF 464287200 1,628 5,721 SH   SOLE   5,721 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 305 7,095 SH   SOLE   7,095 0 0
ISHARES TR RUS MID CAP ETF 464287499 457 8,466 SH   SOLE   8,466 0 0
ISHARES TR CORE S&P MCP ETF 464287507 676 3,570 SH   SOLE   3,570 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 449 2,936 SH   SOLE   2,936 0 0
ISHARES TR CORE S&P US VLU 464287663 430 7,851 SH   SOLE   7,851 0 0
ISHARES TR CORE S&P US GWT 464287671 661 10,966 SH   SOLE   10,966 0 0
ISHARES TR U.S. FINLS ETF 464287788 4,764 40,330 SH   SOLE   39,040 0 1,290
ISHARES TR MSCI ACWI EX US 464288240 2,393 51,708 SH   SOLE   51,708 0 0
JOHNSON & JOHNSON COM 478160104 389 2,785 SH   SOLE   2,785 0 0
KIRKLAND LAKE GOLD LTD COM 49741e100 1,428 46,959 SH   SOLE   46,959 0 0
LULULEMON ATHLETICA INC COM 550021109 1,346 8,213 SH   SOLE   8,213 0 0
MASTERCARD INC CL A 57636q104 12,930 54,918 SH   SOLE   53,868 0 1,050
MAXIMUS INC COM 577933104 612 8,623 SH   SOLE   8,623 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,081 7,177 SH   SOLE   7,177 0 0
MCDONALDS CORP COM 580135101 330 1,737 SH   SOLE   1,737 0 0
MEDTRONIC PLC SHS g5960l103 338 3,709 SH   SOLE   3,709 0 0
MICROSOFT CORP COM 594918104 547 4,634 SH   SOLE   4,360 0 274
MONSTER BEVERAGE CORP NEW COM 61174x109 9,245 169,393 SH   SOLE   165,738 0 3,655
NETEASE INC SPONSORED ADR 64110w102 293 1,212 SH   SOLE   0 0 1,212
NIKE INC CL B 654106103 11,821 140,380 SH   SOLE   137,950 0 2,430
NOVO-NORDISK A S ADR 670100205 10,055 192,228 SH   SOLE   188,128 0 4,100
NVR INC COM 62944t105 548 198 SH   SOLE   198 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 654 4,532 SH   SOLE   4,532 0 0
OMEGA FLEX INC COM 682095104 206 2,714 SH   SOLE   2,714 0 0
PAYCOM SOFTWARE INC COM 70432v102 1,331 7,040 SH   SOLE   7,040 0 0
PAYPAL HLDGS INC COM 70450y103 14,090 135,691 SH   SOLE   132,426 0 3,265
PROGRESSIVE CORP OHIO COM 743315103 926 12,840 SH   SOLE   12,840 0 0
QUANTENNA COMMUNICATIONS INC COM 74766d100 203 8,330 SH   SOLE   8,330 0 0
ROSS STORES INC COM 778296103 572 6,142 SH   SOLE   6,142 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 4,110 159,861 SH   SOLE   159,861 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369y886 338 5,815 SH   SOLE   5,815 0 0
SHERWIN WILLIAMS CO COM 824348106 342 793 SH   SOLE   793 0 0
SKECHERS U S A INC CL A 830566105 726 21,595 SH   SOLE   21,595 0 0
SKYWORKS SOLUTIONS INC COM 83088m102 623 7,559 SH   SOLE   7,559 0 0
SLEEP NUMBER CORP COM 83125x103 212 4,520 SH   SOLE   4,520 0 0
SMITH A O CORP COM 831865209 622 11,660 SH   SOLE   11,660 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418m103 175 10,635 SH   SOLE   10,635 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467x109 503 1,940 SH   SOLE   1,940 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 5,252 18,592 SH   SOLE   18,592 0 0
SPLUNK INC COM 848637104 554 4,450 SH   SOLE   4,450 0 0
SVB FINL GROUP COM 78486q101 579 2,605 SH   SOLE   2,605 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 253 6,171 SH   SOLE   0 0 6,171
TEXAS PAC LD TR SUB CTF PROP I T 882610108 752 972 SH   SOLE   972 0 0
THE TRADE DESK INC COM CL A 88339j105 1,362 6,881 SH   SOLE   6,881 0 0
THOR INDS INC COM 885160101 736 11,793 SH   SOLE   11,793 0 0
TORO CO COM 891092108 611 8,882 SH   SOLE   8,882 0 0
TRACTOR SUPPLY CO COM 892356106 12,814 131,075 SH   SOLE   128,620 0 2,455
TREX CO INC COM 89531p105 586 9,526 SH   SOLE   9,526 0 0
ULTA BEAUTY INC COM 90384s303 1,263 3,621 SH   SOLE   3,621 0 0
UNION PACIFIC CORP COM 907818108 365 2,183 SH   SOLE   2,183 0 0
UNITED TECHNOLOGIES CORP COM 913017109 331 2,566 SH   SOLE   2,566 0 0
UNITEDHEALTH GROUP INC COM 91324p102 280 1,134 SH   SOLE   1,134 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 444 5,113 SH   SOLE   5,113 0 0
VEEVA SYS INC CL A COM 922475108 1,427 11,251 SH   SOLE   11,251 0 0
VISA INC COM CL A 92826c839 1,272 8,144 SH   SOLE   6,244 0 1,900
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,882 61,353 SH   SOLE   59,928 0 1,425
WALMART INC COM 931142103 299 3,068 SH   SOLE   3,068 0 0
WORLD WRESTLING ENTMT INC CL A 98156q108 1,263 14,553 SH   SOLE   14,553 0 0