The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 863 17,549 SH   SOLE   0 0 17,549
Adobe Systems Inc. COM 00724F101 38,186 156,621 SH   SOLE   142,640 0 13,981
Alexion Pharmaceuticals COM 015351109 9,736 78,422 SH   SOLE   72,860 0 5,562
Alibaba Group Holding COM 01609W102 25,624 138,111 SH   SOLE   126,244 0 11,867
Align Technology Inc COM 016255101 15,772 46,098 SH   SOLE   42,611 0 3,487
Alphabet Inc. Class C COM 02079K107 38,185 34,227 SH   SOLE   31,263 0 2,964
Amazon.com Inc. COM 023135106 51,563 30,335 SH   SOLE   27,163 0 3,172
American Tower Corporation COM 03027X100 461 3,200 SH   SOLE   500 0 2,700
Apple Inc. COM 037833100 648 3,500 SH   SOLE   200 0 3,300
Autodesk Inc. COM 052769106 11,255 85,860 SH   SOLE   78,566 0 7,294
BioMarin Pharmaceutical COM 09061G101 5,523 58,626 SH   SOLE   54,626 0 4,000
Booking Holdings Inc. COM 09857L108 15,852 7,820 SH   SOLE   7,066 0 754
Burlington Stores, Inc. COM 122017106 12,660 84,101 SH   SOLE   77,925 0 6,176
Charles Schwab Corp COM 808513105 15,267 298,761 SH   SOLE   276,345 0 22,416
Edwards Lifesciences Corp. COM 28176E108 17,442 119,817 SH   SOLE   110,512 0 9,305
Equinix Inc COM 29444U700 215 500 SH   SOLE   0 0 500
Facebook, Inc. cl A COM 30303M102 28,313 145,703 SH   SOLE   130,101 0 15,602
General Electric Company COM 369604103 157 11,500 SH   SOLE   0 0 11,500
Home Depot Inc. COM 437076102 12,103 62,034 SH   SOLE   57,203 0 4,831
Illumina Inc COM 452327109 18,824 67,400 SH   SOLE   62,784 0 4,616
Johnson Controls, Inc. COM G51502105 3,780 112,997 SH   SOLE   0 0 112,997
Mastercard Inc. COM 57636Q104 37,333 189,968 SH   SOLE   169,932 0 20,036
Microsoft Corporation COM 594918104 29,776 301,954 SH   SOLE   275,735 0 26,219
NVIDIA Corp COM 67066G104 22,612 95,451 SH   SOLE   87,910 0 7,541
Palo Alto Networks, Inc. COM 697435105 204 992 SH   SOLE   177 0 815
PayPal Holdings, Inc. COM 70450Y103 19,589 235,252 SH   SOLE   214,776 0 20,476
Procter & Gamble Co. COM 742718109 234 3,000 SH   SOLE   0 0 3,000
S&P Global Inc. COM 78409V104 12,691 62,242 SH   SOLE   57,347 0 4,895
Salesforce.com Inc COM 79466L302 42,241 309,685 SH   SOLE   280,977 0 28,708
ServiceNow, Inc. COM 81762P102 20,998 121,747 SH   SOLE   111,073 0 10,674
Splunk Inc. COM 848637104 13,327 134,463 SH   SOLE   124,185 0 10,278
Square, Inc. Class A COM 852234103 13,337 216,365 SH   SOLE   197,624 0 18,741
Starbucks Corporation COM 855244109 241 4,930 SH   SOLE   2,930 0 2,000
TransUnion COM 89400J107 12,211 170,456 SH   SOLE   158,498 0 11,958
Ulta Beauty, Inc. COM 90384S303 16,632 71,240 SH   SOLE   64,950 0 6,290
VISA Inc. COM 92826C839 42,367 319,869 SH   SOLE   280,282 0 39,587
Veeva Systems Inc. COM 922475108 16,553 215,366 SH   SOLE   198,689 0 16,677
Vertex Pharmaceuticals COM 92532F100 9,191 54,080 SH   SOLE   49,880 0 4,200
Workday, Inc. COM 98138H101 11,029 91,059 SH   SOLE   84,138 0 6,921