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 94,541 1,124,152 SH   SOLE   959,349 0 164,803
ACCENTURE LTD COM G1151C101 42,037 227,514 SH   SOLE   194,380 0 33,134
ACTIVISION BLIZZARD INC. COM 00507V109 21,136 447,815 SH   SOLE   383,420 0 64,395
AIR PRODS and CHEMS INC COM 009158106 54,853 242,315 SH   SOLE   206,377 0 35,938
AKAMAI TECHNOLOGIES COM 00971T101 527 6,570 SH   SOLE   6,034 0 536
ALPHABET INC CL A COM 02079K305 86,963 80,313 SH   SOLE   68,598 0 11,715
ALPHABET INC CL C COM 02079K107 282 261 SH   SOLE   261 0 0
AMERICAN EXPRESS CO COM 025816109 296 2,400 SH   SOLE   2,400 0 0
AMERICAN TOWER CORP COM 03027X100 39,022 190,868 SH   SOLE   162,932 0 27,936
AMETEK COM 031100100 483 5,313 SH   SOLE   4,874 0 439
AMPHENOL CORP COM 032095101 41,209 429,536 SH   SOLE   367,942 0 61,594
APPLE INC COM 037833100 69,089 349,075 SH   SOLE   298,997 0 50,078
ARAMARK COM 03852U106 428 11,878 SH   SOLE   10,970 0 908
ARISTA NETWORKS INC. COM 040413106 20,449 78,764 SH   SOLE   66,892 0 11,872
BECTON DICKINSON and CO COM 075887109 66,933 265,595 SH   SOLE   227,652 0 37,943
BOOKING HOLDINGS INC. COM 09857L108 39,797 21,228 SH   SOLE   18,125 0 3,103
CENTENE CORP. COM 15135B101 407 7,758 SH   SOLE   7,126 0 632
COCA-COLA CO COM 191216100 396 7,770 SH   SOLE   7,770 0 0
COLGATE-PALMOLIVE CO COM 194162103 287 4,000 SH   SOLE   4,000 0 0
CONSUMER DISCRETIONARY SELECT COM 81369Y407 501 4,199 SH   SOLE   740 0 3,459
COPART INC. COM 217204106 214 2,864 SH   SOLE   2,630 0 234
COSTCO WHOLESALE CORP COM 22160K105 590 2,231 SH   SOLE   2,231 0 0
DISNEY WALT CO COM 254687106 566 4,050 SH   SOLE   4,050 0 0
DOLLAR TREE INC. COM 256746108 32,810 305,525 SH   SOLE   260,853 0 44,672
EDWARDS LIFESCIENCES CORP COM 28176E108 37,627 203,675 SH   SOLE   174,564 0 29,111
EPAM SYSTEMS COM 29414B104 481 2,780 SH   SOLE   2,548 0 232
EURONET WORLDWIDE, INC. COM 298736109 602 3,578 SH   SOLE   3,289 0 289
EXPEDIA GROUP INC. COM 30212P303 492 3,700 SH   SOLE   3,398 0 302
FACEBOOK INC COM 30303M102 96,320 499,072 SH   SOLE   425,800 0 73,272
FIDELITY NATIONAL INFORMATION COM 31620M106 65,008 529,895 SH   SOLE   452,506 0 77,389
FIRST REPUBLIC BANK/CA COM 33616C100 243 2,487 SH   SOLE   2,285 0 202
FLEETCOR TECHNOLOGIES INC COM 339041105 61,075 217,463 SH   SOLE   185,827 0 31,636
GENPACT LTD COM G3922B107 579 15,189 SH   SOLE   13,934 0 1,255
HOME DEPOT INC. COM 437076102 208 1,000 SH   SOLE   1,000 0 0
HONEYWELL INTL INC COM 438516106 61,734 353,593 SH   SOLE   302,618 0 50,975
IHS MARKIT LTD COM G47567105 34,275 537,899 SH   SOLE   458,795 0 79,104
INTERCONTINENTAL EXCHANGE INC COM 45866F104 64,670 752,496 SH   SOLE   643,995 0 108,501
IQVIA HOLDINGS INC COM 46266C105 442 2,750 SH   SOLE   2,585 0 165
JB HUNT TRANSPORT SVCS INC COM 445658107 420 4,592 SH   SOLE   4,218 0 374
LABORATORY CORP OF AMERICA HOL COM 50540R409 265 1,531 SH   SOLE   1,404 0 127
LOWES COS INC COM 548661107 69,146 685,225 SH   SOLE   584,124 0 101,101
MARVELL TECHNOLOGY GROUP LTD O COM G5876H105 483 20,250 SH   SOLE   18,586 0 1,664
MASTERCARD INC - CLASS A COM 57636Q104 56,481 213,516 SH   SOLE   182,418 0 31,098
MCDONALD'S CORP COM 580135101 574 2,764 SH   SOLE   2,764 0 0
MICROSOFT CORP COM 594918104 102,733 766,898 SH   SOLE   660,314 0 106,584
MONDELEZ INTERNATIONAL COM 609207105 63,495 1,178,027 SH   SOLE   1,005,227 0 172,800
MONMOUTH REAL ESTATE INVESTMEN COM 609720107 176 13,000 SH   SOLE   13,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 42,983 673,386 SH   SOLE   574,248 0 99,138
MSCI INC. COM 55354G100 556 2,327 SH   SOLE   2,137 0 190
NIKE INC CLASS B COM 654106103 564 6,715 SH   SOLE   6,700 0 15
PEPSICO INC COM 713448108 734 5,600 SH   SOLE   5,600 0 0
PROCTER and GAMBLE CO COM 742718109 419 3,825 SH   SOLE   3,825 0 0
RAYMOND JAMES FINANCIAL COM 754730109 307 3,632 SH   SOLE   3,337 0 295
ROSS STORES INC COM 778296103 43,525 439,115 SH   SOLE   374,558 0 64,557
SandP GLOBAL INC COM 78409V104 61,507 270,020 SH   SOLE   230,675 0 39,345
SALESFORCE.COM INC COM 79466L302 54,590 359,784 SH   SOLE   307,097 0 52,687
SCHWAB CHARLES COM 808513105 17,443 434,015 SH   SOLE   369,947 0 64,068
SCHWAB U.S. LARGE-CAP GROWTH E COM 808524300 276 3,311 SH   SOLE   3,311 0 0
SHERWIN-WILLIAMS CO COM 824348106 45,516 99,317 SH   SOLE   84,723 0 14,594
SKYWORKS SOLUTIONS COM 83088M102 270 3,489 SH   SOLE   3,206 0 283
SNAP-ON INC COM 833034101 237 1,433 SH   SOLE   1,316 0 117
STARBUCKS CORP COM 855244109 444 5,300 SH   SOLE   5,300 0 0
STRYKER CORP COM 863667101 558 2,712 SH   SOLE   2,712 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 452 3,977 SH   SOLE   3,652 0 325
TELEFLEX INC COM 879369106 578 1,745 SH   SOLE   1,606 0 139
THERMO FISHER SCIENTIFIC COM 883556102 94,827 322,892 SH   SOLE   275,697 0 47,195
TJX COS INC COM 872540109 566 10,700 SH   SOLE   10,700 0 0
ULTA BEAUTY INC. COM 90384S303 67,095 193,419 SH   SOLE   165,128 0 28,291
UNION PACIFIC CORP COM 907818108 665 3,931 SH   SOLE   3,900 0 31
UNITEDHEALTH GROUP INC COM 91324P102 88,715 363,574 SH   SOLE   310,303 0 53,271
VANGUARD INFORMATION TECHNOLOG COM 92204A702 423 2,006 SH   SOLE   0 0 2,006
VARIAN MEDICAL SYSTEMS INC COM 92220P105 204 1,500 SH   SOLE   1,500 0 0
VISA INC-CLASS A SHARES COM 92826C839 89,276 514,414 SH   SOLE   440,200 0 74,214
WEX INC COM 96208T104 507 2,436 SH   SOLE   2,240 0 196