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 |
| Adient plc | COM | G0084W101 | 1,049 | 17,549 | SH | SOLE | 0 | 0 | 17,549 | ||
| Adobe Systems Inc. | COM | 00724F101 | 34,511 | 159,712 | SH | SOLE | 145,721 | 0 | 13,991 | ||
| Alexion Pharmaceuticals | COM | 015351109 | 8,935 | 80,166 | SH | SOLE | 74,268 | 0 | 5,898 | ||
| Alibaba Group Holding | COM | 01609W102 | 25,744 | 140,263 | SH | SOLE | 128,391 | 0 | 11,872 | ||
| Align Technology Inc | COM | 016255101 | 11,813 | 47,041 | SH | SOLE | 43,551 | 0 | 3,490 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 35,929 | 34,822 | SH | SOLE | 31,856 | 0 | 2,966 | ||
| Amazon.com Inc. | COM | 023135106 | 46,284 | 31,979 | SH | SOLE | 28,739 | 0 | 3,240 | ||
| American Tower Corporation | COM | 03027X100 | 465 | 3,200 | SH | SOLE | 500 | 0 | 2,700 | ||
| Apple Inc. | COM | 037833100 | 587 | 3,500 | SH | SOLE | 200 | 0 | 3,300 | ||
| Autodesk Inc. | COM | 052769106 | 10,764 | 85,718 | SH | SOLE | 78,419 | 0 | 7,299 | ||
| BioMarin Pharmaceutical | COM | 09061G101 | 4,835 | 59,641 | SH | SOLE | 55,573 | 0 | 4,068 | ||
| Booking Holdings Inc. | COM | 09857L108 | 16,703 | 8,029 | SH | SOLE | 7,275 | 0 | 754 | ||
| Charles Schwab Corp | COM | 808513105 | 15,868 | 303,869 | SH | SOLE | 281,133 | 0 | 22,736 | ||
| Edwards Lifesciences Corp. | COM | 2082E5112 | 16,985 | 121,736 | SH | SOLE | 112,423 | 0 | 9,313 | ||
| Equinix Inc | COM | 29444U700 | 209 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Facebook, Inc. cl A | COM | 30303M102 | 28,423 | 177,880 | SH | SOLE | 159,674 | 0 | 18,206 | ||
| General Electric Company | COM | 369604103 | 155 | 11,500 | SH | SOLE | 0 | 0 | 11,500 | ||
| Home Depot Inc. | COM | 437076102 | 11,247 | 63,100 | SH | SOLE | 58,197 | 0 | 4,903 | ||
| Illumina Inc | COM | 452327109 | 16,194 | 68,495 | SH | SOLE | 63,874 | 0 | 4,621 | ||
| Incyte Corp | COM | 45337C102 | 6,939 | 83,269 | SH | SOLE | 77,044 | 0 | 6,225 | ||
| Johnson Controls, Inc. | COM | G51502105 | 3,982 | 112,997 | SH | SOLE | 0 | 0 | 112,997 | ||
| Mastercard Inc. | COM | 57636Q104 | 34,115 | 194,763 | SH | SOLE | 174,715 | 0 | 20,048 | ||
| Microsoft Corporation | COM | 594918104 | 28,080 | 307,654 | SH | SOLE | 281,417 | 0 | 26,237 | ||
| NVIDIA Corp | COM | 67066G104 | 22,517 | 97,228 | SH | SOLE | 89,682 | 0 | 7,546 | ||
| Palo Alto Networks, Inc. | COM | 697435105 | 200 | 1,104 | SH | SOLE | 289 | 0 | 815 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 18,124 | 238,884 | SH | SOLE | 218,393 | 0 | 20,491 | ||
| Procter & Gamble Co. | COM | 742718109 | 238 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| S&P Global Inc. | COM | 78409V104 | 12,079 | 63,221 | SH | SOLE | 58,323 | 0 | 4,898 | ||
| Salesforce.com Inc | COM | 79466L302 | 36,695 | 315,519 | SH | SOLE | 286,791 | 0 | 28,728 | ||
| ServiceNow, Inc. | COM | 81762P102 | 20,516 | 124,004 | SH | SOLE | 113,323 | 0 | 10,681 | ||
| Splunk Inc. | COM | 848637104 | 13,483 | 137,037 | SH | SOLE | 126,749 | 0 | 10,288 | ||
| Square, Inc. Class A | COM | 852234103 | 10,973 | 223,024 | SH | SOLE | 204,254 | 0 | 18,770 | ||
| Starbucks Corporation | COM | 855244109 | 297 | 5,130 | SH | SOLE | 3,130 | 0 | 2,000 | ||
| TransUnion | COM | 89400J107 | 9,886 | 174,104 | SH | SOLE | 162,135 | 0 | 11,969 | ||
| Ulta Beauty, Inc. | COM | 90384S303 | 14,803 | 72,468 | SH | SOLE | 66,070 | 0 | 6,398 | ||
| VISA Inc. | COM | 92826C839 | 38,944 | 325,568 | SH | SOLE | 285,862 | 0 | 39,706 | ||
| Veeva Systems Inc. | COM | 922475108 | 16,026 | 219,472 | SH | SOLE | 202,784 | 0 | 16,688 | ||
| Vertex Pharmaceuticals | COM | 92532F100 | 8,951 | 54,923 | SH | SOLE | 50,720 | 0 | 4,203 | ||
| Workday, Inc. | COM | 98138H101 | 11,658 | 91,718 | SH | SOLE | 84,791 | 0 | 6,927 | ||