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 |
| 3M Co | COM | 88579Y101 | 333 | 1,415 | SH | SOLE | 0 | 0 | 0 | ||
| Aclaris Therapeutics | COM | 00461U105 | 1,139 | 46,200 | SH | SOLE | 0 | 0 | 0 | ||
| Activision Blizzard | COM | 00507V109 | 10,151 | 160,311 | SH | SOLE | 0 | 0 | 0 | ||
| Adobe Systems | COM | 00724F101 | 10,030 | 57,236 | SH | SOLE | 0 | 0 | 0 | ||
| Affiliated Mgrs Group | COM | 008252108 | 2,601 | 12,670 | SH | SOLE | 0 | 0 | 0 | ||
| Alibaba Group Holdings ADR | COM | 01609W102 | 7,446 | 43,182 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-A | COM | 02079K305 | 6,405 | 6,080 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-C | COM | 02079K107 | 6,118 | 5,847 | SH | SOLE | 0 | 0 | 0 | ||
| Amazon.Com, Inc | COM | 023135106 | 16,130 | 13,793 | SH | SOLE | 0 | 0 | 0 | ||
| American Tower Corp Cl A | COM | 03027X100 | 2,962 | 20,762 | SH | SOLE | 0 | 0 | 0 | ||
| Amerisourcebergen Corp. | COM | 002919959 | 321 | 3,500 | SH | SOLE | 0 | 0 | 0 | ||
| Apple Computer | COM | 037833100 | 620 | 3,666 | SH | SOLE | 0 | 0 | 0 | ||
| Bankamerica Corp. New | COM | 060505104 | 3,796 | 128,585 | SH | SOLE | 0 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 353 | 1,780 | SH | SOLE | 0 | 0 | 0 | ||
| Blackstone Group | COM | 09253U108 | 1,531 | 47,800 | SH | SOLE | 0 | 0 | 0 | ||
| Camping World Hldg. | COM | 13462K109 | 2,337 | 52,240 | SH | SOLE | 0 | 0 | 0 | ||
| Cedar Fair LP Dep Unit | COM | 150185106 | 1,379 | 21,215 | SH | SOLE | 0 | 0 | 0 | ||
| Celanese Corp. | COM | 150870103 | 5,141 | 48,010 | SH | SOLE | 0 | 0 | 0 | ||
| Celgene Corp. | COM | 151020104 | 7,192 | 68,911 | SH | SOLE | 0 | 0 | 0 | ||
| ChevronTexaco Corp | COM | 166764100 | 1,496 | 11,947 | SH | SOLE | 0 | 0 | 0 | ||
| Citigroup | COM | 172967101 | 3,450 | 46,360 | SH | SOLE | 0 | 0 | 0 | ||
| Citizens Finc'l Grp. | COM | 174610105 | 1,988 | 47,363 | SH | SOLE | 0 | 0 | 0 | ||
| Comfort Systems USA | COM | 199908104 | 428 | 9,800 | SH | SOLE | 0 | 0 | 0 | ||
| CoStar Group | COM | 22160n109 | 3,335 | 11,230 | SH | SOLE | 0 | 0 | 0 | ||
| DexCom, Inc. | COM | 252131107 | 1,659 | 28,916 | SH | SOLE | 0 | 0 | 0 | ||
| Eagle Materials Inc. | COM | 26969p108 | 6,080 | 53,660 | SH | SOLE | 0 | 0 | 0 | ||
| Eagle Pharmaceuticals | COM | 269796108 | 309 | 5,790 | SH | SOLE | 0 | 0 | 0 | ||
| Facebook Inc. Class A | COM | 30303M102 | 16,277 | 92,242 | SH | SOLE | 0 | 0 | 0 | ||
| Fedex Corp. | COM | 31428X106 | 2,188 | 8,767 | SH | SOLE | 0 | 0 | 0 | ||
| Fidelity National Information Services I | COM | 31620M106 | 7,624 | 81,032 | SH | SOLE | 0 | 0 | 0 | ||
| General Electric | COM | 369604103 | 1,861 | 106,660 | SH | SOLE | 0 | 0 | 0 | ||
| GTT Communications | COM | 362393100 | 3,667 | 78,115 | SH | SOLE | 0 | 0 | 0 | ||
| Home Depot | COM | 437076102 | 5,801 | 30,607 | SH | SOLE | 0 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 10,755 | 49,223 | SH | SOLE | 0 | 0 | 0 | ||
| Insulet Corp. | COM | 45784P101 | 3,023 | 43,810 | SH | SOLE | 0 | 0 | 0 | ||
| JP Morgan Chase & Co. | COM | 46625H100 | 2,341 | 21,888 | SH | SOLE | 0 | 0 | 0 | ||
| LCI Ind. | COM | 50189K103 | 4,215 | 32,425 | SH | SOLE | 0 | 0 | 0 | ||
| Meritor Inc. | COM | 59001K100 | 1,026 | 43,725 | SH | SOLE | 0 | 0 | 0 | ||
| Microsemi Corp. | COM | 595137100 | 4,126 | 79,877 | SH | SOLE | 0 | 0 | 0 | ||
| Microsoft | COM | 594918104 | 8,073 | 94,376 | SH | SOLE | 0 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 1,273 | 24,257 | SH | SOLE | 0 | 0 | 0 | ||
| Netflix Inc. | COM | 64110l106 | 7,436 | 38,738 | SH | SOLE | 0 | 0 | 0 | ||
| Nike Inc. Class B | COM | 654106103 | 1,349 | 21,562 | SH | SOLE | 0 | 0 | 0 | ||
| Nvidia Corp. | COM | 67066G104 | 12,733 | 65,805 | SH | SOLE | 0 | 0 | 0 | ||
| NXP Semiconductors N.V. | COM | n6596x109 | 3,359 | 28,690 | SH | SOLE | 0 | 0 | 0 | ||
| Okta Inc. | COM | 679295105 | 2,051 | 80,080 | SH | SOLE | 0 | 0 | 0 | ||
| ON Semiconductor | COM | 682189105 | 2,066 | 98,680 | SH | SOLE | 0 | 0 | 0 | ||
| PayPal Holdings | COM | 70450Y103 | 5,849 | 79,446 | SH | SOLE | 0 | 0 | 0 | ||
| Pool Corp. | COM | 73278L105 | 3,001 | 23,145 | SH | SOLE | 0 | 0 | 0 | ||
| Portola Pharmaceuticals | COM | 737010108 | 6,253 | 128,460 | SH | SOLE | 0 | 0 | 0 | ||
| Rockwell Collins | COM | 774341101 | 4,670 | 34,435 | SH | SOLE | 0 | 0 | 0 | ||
| Royal Dutch Shell PLC-ADR A | COM | 780259206 | 274 | 4,114 | SH | SOLE | 0 | 0 | 0 | ||
| S&P Global | COM | 78409V104 | 759 | 4,478 | SH | SOLE | 0 | 0 | 0 | ||
| Salesforce.com | COM | 79466L302 | 6,763 | 66,152 | SH | SOLE | 0 | 0 | 0 | ||
| Starbucks Corp | COM | 855244109 | 4,201 | 73,150 | SH | SOLE | 0 | 0 | 0 | ||
| Sun Life Financial Services of CDA | COM | 866796105 | 350 | 8,482 | SH | SOLE | 0 | 0 | 0 | ||
| Synopsys Inc. | COM | 871607107 | 3,480 | 40,825 | SH | SOLE | 0 | 0 | 0 | ||
| Talend SA | COM | 874224207 | 958 | 25,550 | SH | SOLE | 0 | 0 | 0 | ||
| Teladoc | COM | 87918A105 | 2,368 | 67,935 | SH | SOLE | 0 | 0 | 0 | ||
| Tesla Motors Inc | COM | 88160r101 | 1,446 | 4,643 | SH | SOLE | 0 | 0 | 0 | ||
| Thermo Fisher Scientific | COM | 883556102 | 8,416 | 44,324 | SH | SOLE | 0 | 0 | 0 | ||
| Ulta Salon Cosmetics | COM | 90384s303 | 4,130 | 18,465 | SH | SOLE | 0 | 0 | 0 | ||
| United Rentals | COM | 911363109 | 2,242 | 13,041 | SH | SOLE | 0 | 0 | 0 | ||
| United Technologies | COM | 913017109 | 974 | 7,638 | SH | SOLE | 0 | 0 | 0 | ||
| Visa Inc. | COM | 92826c839 | 14,974 | 131,324 | SH | SOLE | 0 | 0 | 0 | ||
| Wayfair Inc. | COM | 94419L101 | 1,290 | 16,070 | SH | SOLE | 0 | 0 | 0 | ||