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
Estimated average burden
hours per response: 23.8
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
ABBOTT LABORATORIES COM 002824100 92,738 1,160,105 SH   SOLE   1,000,102 0 160,003
ACCENTURE LTD COM G1151C101 41,113 233,572 SH   SOLE   201,178 0 32,394
ACTIVISION BLIZZARD INC. COM 00507V109 21,011 461,458 SH   SOLE   397,963 0 63,495
AIR PRODS and CHEMS INC COM 009158106 47,778 250,195 SH   SOLE   215,115 0 35,080
AKAMAI TECHNOLOGIES COM 00971T101 326 4,545 SH   SOLE   4,177 0 368
ALPHABET INC CL A COM 02079K305 86,560 73,550 SH   SOLE   63,560 0 9,990
ALPHABET INC CL C COM 02079K107 306 261 SH   SOLE   261 0 0
AMERICAN EXPRESS CO COM 025816109 262 2,400 SH   SOLE   2,400 0 0
AMERICAN TOWER CORP COM 03027X100 40,382 204,922 SH   SOLE   177,706 0 27,216
AMETEK COM 031100100 441 5,313 SH   SOLE   4,874 0 439
AMPHENOL CORP COM 032095101 41,140 435,620 SH   SOLE   375,131 0 60,489
APPLE INC COM 037833100 68,203 359,056 SH   SOLE   309,364 0 49,692
ARAMARK COM 03852U106 19,329 654,096 SH   SOLE   563,051 0 91,045
ARISTA NETWORKS INC. COM 040413106 443 1,410 SH   SOLE   1,297 0 113
BECTON DICKINSON and CO COM 075887109 85,337 341,716 SH   SOLE   294,687 0 47,029
BIOGEN INC. COM 09062X103 213 900 SH   SOLE   900 0 0
BOOKING HOLDINGS INC. COM 09857L108 55,692 31,917 SH   SOLE   27,506 0 4,411
COCA-COLA CO COM 191216100 575 12,270 SH   SOLE   12,270 0 0
COLGATE-PALMOLIVE CO COM 194162103 370 5,400 SH   SOLE   5,400 0 0
COPART INC. COM 217204106 322 5,316 SH   SOLE   4,882 0 434
COSTCO WHOLESALE CORP COM 22160K105 679 2,803 SH   SOLE   2,803 0 0
DISNEY WALT CO COM 254687106 450 4,050 SH   SOLE   4,050 0 0
DOLLAR TREE INC. COM 256746108 33,287 316,900 SH   SOLE   273,102 0 43,798
EDWARDS LIFESCIENCES CORP COM 28176E108 39,748 207,742 SH   SOLE   179,424 0 28,318
EPAM SYSTEMS COM 29414B104 622 3,680 SH   SOLE   3,367 0 313
EURONET WORLDWIDE, INC. COM 298736109 510 3,578 SH   SOLE   3,289 0 289
EXPEDIA GROUP INC. COM 30212P303 440 3,700 SH   SOLE   3,398 0 302
FACEBOOK INC COM 30303M102 41,350 248,063 SH   SOLE   214,345 0 33,718
FIDELITY NATIONAL INFORMATION COM 31620M106 62,399 551,717 SH   SOLE   476,403 0 75,314
FIRST REPUBLIC BANK/CA COM 33616C100 250 2,487 SH   SOLE   2,285 0 202
FLEETCOR TECHNOLOGIES INC COM 339041105 55,350 224,464 SH   SOLE   193,723 0 30,741
GENPACT LTD COM G3922B107 534 15,189 SH   SOLE   13,934 0 1,255
HEALTH CARE SELECT SECTOR SPDR COM 81369Y209 356 3,883 SH   SOLE   0 0 3,883
HONEYWELL INTL INC COM 438516106 57,815 363,801 SH   SOLE   314,160 0 49,641
IHS MARKIT LTD COM G47567105 30,438 559,726 SH   SOLE   482,722 0 77,004
INTERCONTINENTAL EXCHANGE INC COM 45866F104 59,043 775,453 SH   SOLE   670,108 0 105,345
IQVIA HOLDINGS INC COM 46266C105 386 2,686 SH   SOLE   2,521 0 165
JB HUNT TRANSPORT SVCS INC COM 445658107 378 3,730 SH   SOLE   3,428 0 302
JOHNSON and JOHNSON COM 478160104 384 2,750 SH   SOLE   2,750 0 0
LABORATORY CORP OF AMERICA HOL COM 50540R409 234 1,531 SH   SOLE   1,404 0 127
LOWES COS INC COM 548661107 64,163 586,127 SH   SOLE   504,903 0 81,224
MARVELL TECHNOLOGY GROUP LTD O COM G5876H105 403 20,250 SH   SOLE   18,586 0 1,664
MASTERCARD INC - CLASS A COM 57636Q104 51,995 220,835 SH   SOLE   190,632 0 30,203
MCDONALD'S CORP COM 580135101 678 3,570 SH   SOLE   3,570 0 0
MICROSOFT CORP COM 594918104 95,074 806,122 SH   SOLE   695,953 0 110,169
MONDELEZ INTERNATIONAL COM 609207105 61,126 1,224,471 SH   SOLE   1,056,496 0 167,975
MONMOUTH REAL ESTATE INVESTMEN COM 609720107 171 13,000 SH   SOLE   13,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 38,043 697,024 SH   SOLE   599,946 0 97,078
MSCI INC. COM 55354G100 597 3,002 SH   SOLE   2,757 0 245
NIKE INC CLASS B COM 654106103 675 8,015 SH   SOLE   8,000 0 15
PEPSICO INC COM 713448108 882 7,200 SH   SOLE   7,200 0 0
PROCTER and GAMBLE CO COM 742718109 523 5,025 SH   SOLE   5,025 0 0
QUALCOMM INC COM 747525103 19,633 344,260 SH   SOLE   295,711 0 48,549
RAYMOND JAMES FINANCIAL COM 754730109 292 3,632 SH   SOLE   3,337 0 295
ROSS STORES INC COM 778296103 28,970 311,171 SH   SOLE   266,845 0 44,326
SandP GLOBAL INC COM 78409V104 71,424 339,225 SH   SOLE   292,091 0 47,134
SALESFORCE.COM INC COM 79466L302 42,869 270,686 SH   SOLE   233,089 0 37,597
SCHWAB CHARLES COM 808513105 36,714 858,614 SH   SOLE   743,824 0 114,790
SHERWIN-WILLIAMS CO COM 824348106 60,278 139,949 SH   SOLE   120,200 0 19,749
SKYWORKS SOLUTIONS COM 83088M102 288 3,489 SH   SOLE   3,206 0 283
SNAP-ON INC COM 833034101 224 1,433 SH   SOLE   1,316 0 117
STARBUCKS CORP COM 855244109 27,055 363,940 SH   SOLE   314,960 0 48,980
STRYKER CORP COM 863667101 681 3,447 SH   SOLE   3,447 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 375 3,977 SH   SOLE   3,652 0 325
TAPESTRY INC. COM 876030107 207 6,369 SH   SOLE   5,850 0 519
TELEFLEX INC COM 879369106 527 1,745 SH   SOLE   1,606 0 139
THERMO FISHER SCIENTIFIC COM 883556102 91,408 333,949 SH   SOLE   288,123 0 45,826
TJX COS INC COM 872540109 676 12,700 SH   SOLE   12,700 0 0
ULTA BEAUTY INC. COM 90384S303 69,782 200,105 SH   SOLE   172,612 0 27,493
UNION PACIFIC CORP COM 907818108 657 3,931 SH   SOLE   3,900 0 31
UNITEDHEALTH GROUP INC COM 91324P102 80,725 326,480 SH   SOLE   281,847 0 44,633
VANGUARD INFORMATION TECHNOLOG COM 92204A702 402 2,006 SH   SOLE   0 0 2,006
VARIAN MEDICAL SYSTEMS INC COM 92220P105 213 1,500 SH   SOLE   1,500 0 0
VERISK ANALYTICS INC COM 92345Y106 225 1,690 SH   SOLE   1,544 0 146
VISA INC-CLASS A SHARES COM 92826C839 82,295 526,891 SH   SOLE   454,246 0 72,645
WEX INC COM 96208T104 468 2,436 SH   SOLE   2,240 0 196