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 | 36,517 | 74,460 | SH | SOLE | 69,102 | 0 | 5,358 | ||
| Alibaba Group Holding | COM | 01609W102 | 18,103 | 61,579 | SH | SOLE | 58,630 | 0 | 2,949 | ||
| Align Technology Inc | COM | 016255101 | 11,239 | 34,333 | SH | SOLE | 32,548 | 0 | 1,785 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 23,035 | 15,674 | SH | SOLE | 14,640 | 0 | 1,034 | ||
| Amazon.com Inc. | COM | 023135106 | 65,683 | 20,860 | SH | SOLE | 19,408 | 0 | 1,452 | ||
| American Tower Corporation | COM | 03027X100 | 677 | 2,800 | SH | SOLE | 500 | 0 | 2,300 | ||
| Amgen Inc. | COM | 031162100 | 254 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
| Apple Inc. | COM | 037833100 | 1,486 | 12,828 | SH | SOLE | 1,628 | 0 | 11,200 | ||
| Autodesk Inc. | COM | 052769106 | 25,414 | 110,013 | SH | SOLE | 103,593 | 0 | 6,420 | ||
| Burlington Stores, Inc. | COM | 122017106 | 22,259 | 108,004 | SH | SOLE | 102,685 | 0 | 5,319 | ||
| Chipotle Mexican Grill | COM | 169656105 | 11,599 | 9,326 | SH | SOLE | 8,867 | 0 | 459 | ||
| DexCom, Inc. | COM | 252131107 | 22,509 | 54,604 | SH | SOLE | 51,793 | 0 | 2,811 | ||
| Domino's Pizza, Inc. | COM | 25754A201 | 213 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Edwards Lifesciences Corp. | COM | 28176E108 | 18,666 | 233,856 | SH | SOLE | 220,361 | 0 | 13,495 | ||
| Equinix Inc | COM | 29444U700 | 380 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Facebook, Inc. cl A | COM | 30303M102 | 21,033 | 80,308 | SH | SOLE | 74,863 | 0 | 5,445 | ||
| General Electric Company | COM | 369604103 | 70 | 11,197 | SH | SOLE | 3,697 | 0 | 7,500 | ||
| Global Payments Inc. | COM | 37940X102 | 8,957 | 50,437 | SH | SOLE | 47,928 | 0 | 2,509 | ||
| Intuitive Surgical, Inc. | COM | 46120E602 | 22,635 | 31,901 | SH | SOLE | 29,873 | 0 | 2,028 | ||
| Johnson Controls, Inc. | COM | G51502105 | 2,982 | 72,997 | SH | SOLE | 0 | 0 | 72,997 | ||
| Mastercard Inc. | COM | 57636Q104 | 50,427 | 149,117 | SH | SOLE | 136,076 | 0 | 13,041 | ||
| MercadoLibre, Inc. | COM | 58733R102 | 15,044 | 13,898 | SH | SOLE | 13,226 | 0 | 672 | ||
| Microsoft Corporation | COM | 594918104 | 56,863 | 270,353 | SH | SOLE | 249,176 | 0 | 21,177 | ||
| NVIDIA Corp | COM | 67066G104 | 37,845 | 69,926 | SH | SOLE | 66,101 | 0 | 3,825 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 40,388 | 204,982 | SH | SOLE | 193,856 | 0 | 11,126 | ||
| Procter & Gamble Co. | COM | 742718109 | 417 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| S&P Global Inc. | COM | 78409V104 | 16,946 | 46,995 | SH | SOLE | 44,508 | 0 | 2,487 | ||
| Salesforce.com Inc | COM | 79466L302 | 54,696 | 217,634 | SH | SOLE | 202,087 | 0 | 15,547 | ||
| ServiceNow, Inc. | COM | 81762P102 | 48,624 | 100,256 | SH | SOLE | 94,312 | 0 | 5,944 | ||
| Splunk Inc. | COM | 848637104 | 18,335 | 97,461 | SH | SOLE | 91,878 | 0 | 5,583 | ||
| Square, Inc. Class A | COM | 852234103 | 25,462 | 156,640 | SH | SOLE | 146,849 | 0 | 9,791 | ||
| Starbucks Corporation | COM | 855244109 | 275 | 3,200 | SH | SOLE | 1,700 | 0 | 1,500 | ||
| Tractor Supply Co. | COM | 892356106 | 10,978 | 76,588 | SH | SOLE | 72,875 | 0 | 3,713 | ||
| Transdigm Group, Inc. | COM | 893641100 | 7,467 | 15,715 | SH | SOLE | 14,947 | 0 | 768 | ||
| VISA Inc. | COM | 92826C839 | 47,638 | 238,225 | SH | SOLE | 211,279 | 0 | 26,946 | ||
| Veeva Systems Inc. | COM | 922475108 | 43,072 | 153,177 | SH | SOLE | 144,659 | 0 | 8,518 | ||
| Workday, Inc. | COM | 98138H101 | 15,970 | 74,236 | SH | SOLE | 70,737 | 0 | 3,499 | ||
| Zendesk, Inc. | COM | 98936J101 | 6,086 | 59,135 | SH | SOLE | 56,221 | 0 | 2,914 | ||