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 | 227 | 17,549 | SH | SOLE | 0 | 0 | 17,549 | ||
| Adobe Inc. | COM | 00724F101 | 24,866 | 93,309 | SH | SOLE | 86,559 | 0 | 6,750 | ||
| Alibaba Group Holding | COM | 01609W102 | 13,204 | 72,370 | SH | SOLE | 68,335 | 0 | 4,035 | ||
| Align Technology Inc | COM | 016255101 | 11,886 | 41,805 | SH | SOLE | 39,738 | 0 | 2,067 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 35,199 | 30,000 | SH | SOLE | 28,088 | 0 | 1,912 | ||
| Amazon.com Inc. | COM | 023135106 | 45,445 | 25,520 | SH | SOLE | 23,646 | 0 | 1,874 | ||
| American Tower Corporation | COM | 03027X100 | 552 | 2,800 | SH | SOLE | 500 | 0 | 2,300 | ||
| Apple Inc. | COM | 037833100 | 655 | 3,450 | SH | SOLE | 150 | 0 | 3,300 | ||
| Autodesk Inc. | COM | 052769106 | 24,490 | 157,170 | SH | SOLE | 148,284 | 0 | 8,886 | ||
| Booking Holdings Inc. | COM | 09857L108 | 208 | 119 | SH | SOLE | 69 | 0 | 50 | ||
| Burlington Stores, Inc. | COM | 122017106 | 19,972 | 127,470 | SH | SOLE | 121,349 | 0 | 6,121 | ||
| DexCom, Inc. | COM | 252131107 | 7,807 | 65,552 | SH | SOLE | 62,510 | 0 | 3,042 | ||
| Edwards Lifesciences Corp. | COM | 28176E108 | 20,326 | 106,235 | SH | SOLE | 100,432 | 0 | 5,803 | ||
| Equinix Inc | COM | 29444U700 | 227 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Facebook, Inc. cl A | COM | 30303M102 | 16,415 | 98,477 | SH | SOLE | 88,767 | 0 | 9,710 | ||
| General Electric Company | COM | 369604103 | 115 | 11,500 | SH | SOLE | 0 | 0 | 11,500 | ||
| Illumina Inc | COM | 452327109 | 21,114 | 67,957 | SH | SOLE | 64,626 | 0 | 3,331 | ||
| Intuitive Surgical, Inc. | COM | 46120E602 | 21,669 | 37,977 | SH | SOLE | 35,704 | 0 | 2,273 | ||
| Johnson Controls, Inc. | COM | G51502105 | 4,174 | 112,997 | SH | SOLE | 0 | 0 | 112,997 | ||
| Mastercard Inc. | COM | 57636Q104 | 41,924 | 178,058 | SH | SOLE | 163,540 | 0 | 14,518 | ||
| Microsoft Corporation | COM | 594918104 | 37,977 | 321,999 | SH | SOLE | 299,076 | 0 | 22,923 | ||
| NVIDIA Corp | COM | 67066G104 | 15,115 | 84,179 | SH | SOLE | 79,612 | 0 | 4,567 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 25,525 | 245,808 | SH | SOLE | 230,628 | 0 | 15,180 | ||
| Procter & Gamble Co. | COM | 742718109 | 312 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| S&P Global Inc. | COM | 78409V104 | 11,680 | 55,476 | SH | SOLE | 52,507 | 0 | 2,969 | ||
| Salesforce.com Inc | COM | 79466L302 | 42,126 | 265,997 | SH | SOLE | 246,820 | 0 | 19,177 | ||
| ServiceNow, Inc. | COM | 81762P102 | 30,318 | 122,999 | SH | SOLE | 114,908 | 0 | 8,091 | ||
| Splunk Inc. | COM | 848637104 | 14,628 | 117,402 | SH | SOLE | 110,855 | 0 | 6,547 | ||
| Square, Inc. Class A | COM | 852234103 | 14,310 | 191,008 | SH | SOLE | 179,391 | 0 | 11,617 | ||
| Starbucks Corporation | COM | 855244109 | 268 | 3,600 | SH | SOLE | 1,600 | 0 | 2,000 | ||
| TransUnion | COM | 89400J107 | 10,420 | 155,900 | SH | SOLE | 148,567 | 0 | 7,333 | ||
| Ulta Beauty, Inc. | COM | 90384S303 | 21,929 | 62,883 | SH | SOLE | 58,800 | 0 | 4,083 | ||
| VISA Inc. | COM | 92826C839 | 44,146 | 282,640 | SH | SOLE | 252,411 | 0 | 30,229 | ||
| Veeva Systems Inc. | COM | 922475108 | 23,510 | 185,322 | SH | SOLE | 175,336 | 0 | 9,986 | ||
| Vertex Pharmaceuticals | COM | 92532F100 | 9,003 | 48,943 | SH | SOLE | 46,437 | 0 | 2,506 | ||
| Workday, Inc. | COM | 98138H101 | 15,835 | 82,108 | SH | SOLE | 77,973 | 0 | 4,135 | ||