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 | 426 | 17,549 | SH | SOLE | 0 | 0 | 17,549 | ||
| Adobe Inc. | COM | 00724F101 | 26,494 | 89,916 | SH | SOLE | 83,229 | 0 | 6,687 | ||
| Alibaba Group Holding | COM | 01609W102 | 12,477 | 73,634 | SH | SOLE | 69,648 | 0 | 3,986 | ||
| Align Technology Inc | COM | 016255101 | 11,322 | 41,366 | SH | SOLE | 39,328 | 0 | 2,038 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 19,921 | 18,430 | SH | SOLE | 16,966 | 0 | 1,464 | ||
| Amazon.com Inc. | COM | 023135106 | 47,774 | 25,229 | SH | SOLE | 23,374 | 0 | 1,855 | ||
| American Tower Corporation | COM | 03027X100 | 572 | 2,800 | SH | SOLE | 500 | 0 | 2,300 | ||
| Apple Inc. | COM | 037833100 | 665 | 3,360 | SH | SOLE | 60 | 0 | 3,300 | ||
| Autodesk Inc. | COM | 052769106 | 25,817 | 158,485 | SH | SOLE | 149,710 | 0 | 8,775 | ||
| Burlington Stores, Inc. | COM | 122017106 | 21,834 | 128,322 | SH | SOLE | 122,300 | 0 | 6,022 | ||
| DexCom, Inc. | COM | 252131107 | 10,106 | 67,447 | SH | SOLE | 64,453 | 0 | 2,994 | ||
| Edwards Lifesciences Corp. | COM | 28176E108 | 19,473 | 105,406 | SH | SOLE | 99,725 | 0 | 5,681 | ||
| Equinix Inc | COM | 29444U700 | 252 | 500 | SH | SOLE | 0 | 0 | 500 | ||
| Facebook, Inc. cl A | COM | 30303M102 | 19,446 | 100,754 | SH | SOLE | 91,108 | 0 | 9,646 | ||
| General Electric Company | COM | 369604103 | 160 | 15,197 | SH | SOLE | 3,697 | 0 | 11,500 | ||
| Illumina Inc | COM | 452327109 | 25,163 | 68,350 | SH | SOLE | 65,060 | 0 | 3,290 | ||
| Intuitive Surgical, Inc. | COM | 46120E602 | 20,337 | 38,770 | SH | SOLE | 36,525 | 0 | 2,245 | ||
| Johnson Controls, Inc. | COM | G51502105 | 4,668 | 112,997 | SH | SOLE | 0 | 0 | 112,997 | ||
| Mastercard Inc. | COM | 57636Q104 | 47,165 | 178,299 | SH | SOLE | 163,934 | 0 | 14,365 | ||
| Microsoft Corporation | COM | 594918104 | 43,326 | 323,422 | SH | SOLE | 300,729 | 0 | 22,693 | ||
| NVIDIA Corp | COM | 67066G104 | 14,210 | 86,526 | SH | SOLE | 82,164 | 0 | 4,362 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 28,179 | 246,194 | SH | SOLE | 231,187 | 0 | 15,007 | ||
| Procter & Gamble Co. | COM | 742718109 | 329 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| S&P Global Inc. | COM | 78409V104 | 12,598 | 55,307 | SH | SOLE | 52,385 | 0 | 2,922 | ||
| Salesforce.com Inc | COM | 79466L302 | 39,870 | 262,770 | SH | SOLE | 243,842 | 0 | 18,928 | ||
| ServiceNow, Inc. | COM | 81762P102 | 33,647 | 122,546 | SH | SOLE | 114,540 | 0 | 8,006 | ||
| Splunk Inc. | COM | 848637104 | 14,745 | 117,255 | SH | SOLE | 110,790 | 0 | 6,465 | ||
| Square, Inc. Class A | COM | 852234103 | 13,702 | 188,918 | SH | SOLE | 177,548 | 0 | 11,370 | ||
| Starbucks Corporation | COM | 855244109 | 302 | 3,600 | SH | SOLE | 1,600 | 0 | 2,000 | ||
| TransUnion | COM | 89400J107 | 11,572 | 157,420 | SH | SOLE | 150,400 | 0 | 7,020 | ||
| Ulta Beauty, Inc. | COM | 90384S303 | 21,774 | 62,769 | SH | SOLE | 58,735 | 0 | 4,034 | ||
| VISA Inc. | COM | 92826C839 | 49,158 | 283,249 | SH | SOLE | 253,305 | 0 | 29,944 | ||
| Veeva Systems Inc. | COM | 922475108 | 29,863 | 184,216 | SH | SOLE | 174,360 | 0 | 9,856 | ||
| Vertex Pharmaceuticals | COM | 92532F100 | 8,954 | 48,826 | SH | SOLE | 46,382 | 0 | 2,444 | ||
| Workday, Inc. | COM | 98138H101 | 17,213 | 83,727 | SH | SOLE | 79,646 | 0 | 4,081 | ||
| Zendesk, Inc. | COM | 98936J101 | 6,196 | 69,593 | SH | SOLE | 66,068 | 0 | 3,525 | ||