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 |
Adient plc | COM | G0084W101 | 1,474 | 17,549 | SH | SOLE | 0 | 0 | 17,549 | ||
Adobe Systems Inc. | COM | 00724F101 | 24,671 | 165,378 | SH | SOLE | 151,146 | 0 | 14,232 | ||
Alexion Pharmaceuticals | COM | 015351109 | 11,664 | 83,141 | SH | SOLE | 77,101 | 0 | 6,040 | ||
Align Technology Inc | COM | 016255101 | 9,062 | 48,649 | SH | SOLE | 45,170 | 0 | 3,479 | ||
Alphabet Inc. Class C | COM | 02079K107 | 34,550 | 36,023 | SH | SOLE | 33,010 | 0 | 3,013 | ||
Amazon.com Inc. | COM | 023135106 | 31,795 | 33,073 | SH | SOLE | 29,784 | 0 | 3,289 | ||
American Tower Corporation | COM | 03027X100 | 437 | 3,200 | SH | SOLE | 500 | 0 | 2,700 | ||
Apple Inc. | COM | 037833100 | 539 | 3,500 | SH | SOLE | 200 | 0 | 3,300 | ||
Autodesk Inc. | COM | 052769106 | 8,078 | 71,960 | SH | SOLE | 66,462 | 0 | 5,498 | ||
BioMarin Pharmaceutical | COM | 09061G101 | 5,748 | 61,764 | SH | SOLE | 57,437 | 0 | 4,327 | ||
Celgene Corp. | COM | 151020104 | 22,954 | 157,416 | SH | SOLE | 143,897 | 0 | 13,519 | ||
Charles Schwab Corp | COM | 808513105 | 13,743 | 314,205 | SH | SOLE | 291,129 | 0 | 23,076 | ||
Domino's Pizza, Inc. | COM | 25754A201 | 8,017 | 40,376 | SH | SOLE | 36,673 | 0 | 3,703 | ||
Edwards Lifesciences Corp. | COM | 28176E108 | 13,852 | 126,721 | SH | SOLE | 116,935 | 0 | 9,786 | ||
Equinix Inc | COM | 29444U700 | 223 | 500 | SH | SOLE | 0 | 0 | 500 | ||
Facebook, Inc. cl A | COM | 30303M102 | 41,959 | 245,561 | SH | SOLE | 221,977 | 0 | 23,584 | ||
General Electric Company | COM | 369604103 | 278 | 11,500 | SH | SOLE | 0 | 0 | 11,500 | ||
Home Depot Inc. | COM | 437076102 | 10,798 | 66,017 | SH | SOLE | 61,115 | 0 | 4,902 | ||
Illumina Inc | COM | 452327109 | 14,133 | 70,948 | SH | SOLE | 66,250 | 0 | 4,698 | ||
Incyte Corp | COM | 45337C102 | 10,115 | 86,643 | SH | SOLE | 80,006 | 0 | 6,637 | ||
Johnson Controls, Inc. | COM | G51502105 | 4,553 | 112,997 | SH | SOLE | 0 | 0 | 112,997 | ||
Mastercard Inc. | COM | 57636Q104 | 28,448 | 201,471 | SH | SOLE | 181,136 | 0 | 20,335 | ||
Microsoft Corporation | COM | 594918104 | 484 | 6,500 | SH | SOLE | 1,500 | 0 | 5,000 | ||
NVIDIA Corp | COM | 67066G104 | 11,669 | 65,272 | SH | SOLE | 60,251 | 0 | 5,021 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 12,526 | 86,925 | SH | SOLE | 80,358 | 0 | 6,567 | ||
PayPal Holdings, Inc. | COM | 70450Y103 | 15,621 | 243,960 | SH | SOLE | 223,475 | 0 | 20,485 | ||
Procter & Gamble Co. | COM | 742718109 | 273 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
Regeneron Pharmaceuticals | COM | 75886F107 | 17,940 | 40,124 | SH | SOLE | 36,828 | 0 | 3,296 | ||
Salesforce.com Inc | COM | 79466L302 | 30,532 | 326,828 | SH | SOLE | 297,656 | 0 | 29,172 | ||
ServiceNow, Inc. | COM | 81762P102 | 11,520 | 98,017 | SH | SOLE | 89,793 | 0 | 8,224 | ||
Splunk Inc. | COM | 848637104 | 9,449 | 142,234 | SH | SOLE | 131,710 | 0 | 10,524 | ||
Starbucks Corporation | COM | 855244109 | 11,201 | 208,543 | SH | SOLE | 183,303 | 0 | 25,240 | ||
TJX Companies Inc. | COM | 872540109 | 10,599 | 143,761 | SH | SOLE | 133,174 | 0 | 10,587 | ||
The Priceline Group Inc. | COM | 741503403 | 24,952 | 13,629 | SH | SOLE | 12,431 | 0 | 1,198 | ||
TransUnion | COM | 89400J107 | 6,964 | 147,350 | SH | SOLE | 136,368 | 0 | 10,982 | ||
Ulta Beauty, Inc. | COM | 90384S303 | 23,292 | 103,036 | SH | SOLE | 94,413 | 0 | 8,623 | ||
VISA Inc. | COM | 92826C839 | 35,502 | 337,341 | SH | SOLE | 297,090 | 0 | 40,251 | ||
Veeva Systems Inc. | COM | 922475108 | 9,245 | 163,897 | SH | SOLE | 151,973 | 0 | 11,924 | ||
Vertex Pharmaceuticals | COM | 92532F100 | 5,110 | 33,608 | SH | SOLE | 31,209 | 0 | 2,399 | ||
Workday, Inc. | COM | 98138H101 | 10,003 | 94,912 | SH | SOLE | 87,858 | 0 | 7,054 |