The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Adobe Inc. | COM | 00724F101 | 23,615 | 74,204 | SH | SOLE | 68,616 | 0 | 5,588 | ||
| Alibaba Group Holding | COM | 01609W102 | 11,524 | 59,254 | SH | SOLE | 56,125 | 0 | 3,129 | ||
| Align Technology Inc | COM | 016255101 | 5,874 | 33,766 | SH | SOLE | 31,870 | 0 | 1,896 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 17,698 | 15,220 | SH | SOLE | 14,140 | 0 | 1,080 | ||
| Amazon.com Inc. | COM | 023135106 | 40,581 | 20,814 | SH | SOLE | 19,289 | 0 | 1,525 | ||
| American Tower Corporation | COM | 03027X100 | 610 | 2,800 | SH | SOLE | 500 | 0 | 2,300 | ||
| Amgen Inc. | COM | 031162100 | 203 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
| Apple Inc. | COM | 037833100 | 816 | 3,207 | SH | SOLE | 407 | 0 | 2,800 | ||
| Autodesk Inc. | COM | 052769106 | 20,502 | 131,341 | SH | SOLE | 123,449 | 0 | 7,892 | ||
| Burlington Stores, Inc. | COM | 122017106 | 17,009 | 107,338 | SH | SOLE | 101,575 | 0 | 5,763 | ||
| DexCom, Inc. | COM | 252131107 | 14,734 | 54,717 | SH | SOLE | 51,746 | 0 | 2,971 | ||
| Edwards Lifesciences Corp. | COM | 28176E108 | 14,683 | 77,844 | SH | SOLE | 73,027 | 0 | 4,817 | ||
| Equinix Inc | COM | 29444U700 | 312 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Facebook, Inc. cl A | COM | 30303M102 | 13,461 | 80,700 | SH | SOLE | 75,018 | 0 | 5,682 | ||
| General Electric Company | COM | 369604103 | 89 | 11,197 | SH | SOLE | 3,697 | 0 | 7,500 | ||
| Global Payments Inc. | COM | 37940X102 | 7,076 | 49,063 | SH | SOLE | 46,411 | 0 | 2,652 | ||
| Illumina Inc | COM | 452327109 | 4,942 | 18,096 | SH | SOLE | 17,116 | 0 | 980 | ||
| Intuitive Surgical, Inc. | COM | 46120E602 | 15,862 | 32,031 | SH | SOLE | 29,906 | 0 | 2,125 | ||
| Johnson Controls, Inc. | COM | G51502105 | 1,968 | 72,997 | SH | SOLE | 0 | 0 | 72,997 | ||
| Mastercard Inc. | COM | 57636Q104 | 35,673 | 147,678 | SH | SOLE | 134,175 | 0 | 13,503 | ||
| MercadoLibre, Inc. | COM | 58733R102 | 6,488 | 13,280 | SH | SOLE | 12,565 | 0 | 715 | ||
| Microsoft Corporation | COM | 594918104 | 42,539 | 269,728 | SH | SOLE | 247,701 | 0 | 22,027 | ||
| NVIDIA Corp | COM | 67066G104 | 18,609 | 70,597 | SH | SOLE | 66,548 | 0 | 4,049 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 19,384 | 202,461 | SH | SOLE | 190,633 | 0 | 11,828 | ||
| Procter & Gamble Co. | COM | 742718109 | 330 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| S&P Global Inc. | COM | 78409V104 | 11,387 | 46,470 | SH | SOLE | 43,844 | 0 | 2,626 | ||
| Salesforce.com Inc | COM | 79466L302 | 31,298 | 217,375 | SH | SOLE | 201,137 | 0 | 16,238 | ||
| ServiceNow, Inc. | COM | 81762P102 | 28,612 | 99,838 | SH | SOLE | 93,583 | 0 | 6,255 | ||
| Splunk Inc. | COM | 848637104 | 12,320 | 97,596 | SH | SOLE | 91,696 | 0 | 5,900 | ||
| Square, Inc. Class A | COM | 852234103 | 8,266 | 157,811 | SH | SOLE | 147,554 | 0 | 10,257 | ||
| Starbucks Corporation | COM | 855244109 | 237 | 3,600 | SH | SOLE | 2,100 | 0 | 1,500 | ||
| TransUnion | COM | 89400J107 | 8,483 | 128,187 | SH | SOLE | 121,907 | 0 | 6,280 | ||
| Transdigm Group, Inc. | COM | 893641100 | 5,018 | 15,673 | SH | SOLE | 14,806 | 0 | 867 | ||
| Ulta Beauty, Inc. | COM | 90384S303 | 8,925 | 50,794 | SH | SOLE | 47,948 | 0 | 2,846 | ||
| VISA Inc. | COM | 92826C839 | 38,028 | 236,024 | SH | SOLE | 208,418 | 0 | 27,606 | ||
| Veeva Systems Inc. | COM | 922475108 | 23,878 | 152,702 | SH | SOLE | 143,712 | 0 | 8,990 | ||
| Workday, Inc. | COM | 98138H101 | 9,009 | 69,183 | SH | SOLE | 65,475 | 0 | 3,708 | ||
| Zendesk, Inc. | COM | 98936J101 | 3,768 | 58,870 | SH | SOLE | 55,477 | 0 | 3,393 | ||