The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 Systems Inc. | COM | 00724F101 | 18,337 | 195,495 | SH | SOLE | 184,429 | 0 | 11,066 | ||
Alexion Pharmaceuticals | COM | 15351109 | 18,819 | 135,175 | SH | SOLE | 127,052 | 0 | 8,123 | ||
Alphabet Inc. Class C | COM | 02079K107 | 34,376 | 46,146 | SH | SOLE | 43,418 | 0 | 2,728 | ||
Amazon.com Inc. | COM | 23135106 | 31,005 | 52,228 | SH | SOLE | 48,674 | 0 | 3,554 | ||
American Tower Corporation | COM | 03027X100 | 348 | 3,400 | SH | SOLE | 700 | 0 | 2,700 | ||
Apple Inc. | COM | 37833100 | 395 | 3,625 | SH | SOLE | 325 | 0 | 3,300 | ||
Baidu, Inc. ADS | COM | 56752108 | 11,104 | 58,171 | SH | SOLE | 55,138 | 0 | 3,033 | ||
BioMarin Pharmaceutical | COM | 09061G101 | 4,878 | 59,147 | SH | SOLE | 56,431 | 0 | 2,716 | ||
Biogen Inc. | COM | 09062X103 | 6,512 | 25,016 | SH | SOLE | 23,644 | 0 | 1,372 | ||
Celgene Corp. | COM | 151020104 | 25,167 | 251,446 | SH | SOLE | 235,719 | 0 | 15,727 | ||
Domino's Pizza, Inc. | COM | 25754A201 | 8,589 | 65,136 | SH | SOLE | 60,843 | 0 | 4,293 | ||
Facebook, Inc. cl A | COM | 30303M102 | 55,238 | 484,123 | SH | SOLE | 452,392 | 0 | 31,731 | ||
General Electric Company | COM | 369604103 | 286 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
Illumina Inc | COM | 452327109 | 18,943 | 116,854 | SH | SOLE | 109,166 | 0 | 7,688 | ||
Johnson Controls, Inc. | COM | 478366107 | 8,184 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
LinkedIn Corp cl A | COM | 53578A108 | 7,355 | 64,319 | SH | SOLE | 59,471 | 0 | 4,848 | ||
Mastercard Inc. | COM | 57636Q104 | 30,138 | 318,919 | SH | SOLE | 296,641 | 0 | 22,278 | ||
Microsoft Corporation | COM | 594918104 | 359 | 6,500 | SH | SOLE | 1,500 | 0 | 5,000 | ||
Middleby Corporation | COM | 596278101 | 14,122 | 132,265 | SH | SOLE | 124,763 | 0 | 7,502 | ||
Netflix Inc | COM | 64110L106 | 4,620 | 45,189 | SH | SOLE | 42,758 | 0 | 2,431 | ||
Nike Inc cl B | COM | 654106103 | 10,720 | 174,401 | SH | SOLE | 164,075 | 0 | 10,326 | ||
O'Reilly Automotive, Inc. | COM | 67103H107 | 6,892 | 25,183 | SH | SOLE | 23,847 | 0 | 1,336 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 17,418 | 106,765 | SH | SOLE | 100,401 | 0 | 6,364 | ||
PayPal Holdings, Inc. | COM | 70450Y103 | 15,200 | 393,782 | SH | SOLE | 369,202 | 0 | 24,580 | ||
Procter & Gamble Co. | COM | 742718109 | 247 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
Regeneron Pharmaceuticals | COM | 75886F107 | 23,263 | 64,541 | SH | SOLE | 60,674 | 0 | 3,867 | ||
Salesforce.com Inc | COM | 79466L302 | 38,505 | 521,540 | SH | SOLE | 489,128 | 0 | 32,412 | ||
Splunk Inc. | COM | 848637104 | 11,287 | 230,667 | SH | SOLE | 216,620 | 0 | 14,047 | ||
Starbucks Corporation | COM | 855244109 | 48,832 | 817,951 | SH | SOLE | 765,751 | 0 | 52,200 | ||
T Rowe Price Group Inc | COM | 74144T108 | 235 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
TJX Companies Inc. | COM | 872540109 | 18,213 | 232,459 | SH | SOLE | 219,323 | 0 | 13,136 | ||
The Priceline Group Inc. | COM | 741503403 | 36,467 | 28,292 | SH | SOLE | 26,591 | 0 | 1,701 | ||
Transdigm Group, Inc. | COM | 893641100 | 17,779 | 80,689 | SH | SOLE | 75,808 | 0 | 4,881 | ||
TripAdvisor, Inc. | COM | 896945201 | 9,142 | 137,473 | SH | SOLE | 130,269 | 0 | 7,204 | ||
Ulta Salon, Cosmetics | COM | 90384S303 | 31,746 | 163,857 | SH | SOLE | 154,410 | 0 | 9,447 | ||
Ultimate Software Group Inc. | COM | 90385D107 | 11,070 | 57,211 | SH | SOLE | 54,111 | 0 | 3,100 | ||
Under Armour, Inc. Cl A | COM | 904311107 | 26,369 | 310,850 | SH | SOLE | 292,809 | 0 | 18,041 | ||
VISA Inc. | COM | 92826C839 | 40,680 | 531,910 | SH | SOLE | 488,632 | 0 | 43,278 | ||
Walt Disney Company | COM | 254687106 | 17,800 | 179,232 | SH | SOLE | 168,657 | 0 | 10,575 | ||
Workday, Inc. | COM | 98138H101 | 11,633 | 151,387 | SH | SOLE | 142,760 | 0 | 8,627 |