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 |
| A.O. Smith | COM | 831865209 | 3,724 | 78,960 | SH | SOLE | 0 | 0 | 0 | ||
| Activision Blizzard | COM | 00507V109 | 6,212 | 131,602 | SH | SOLE | 0 | 0 | 0 | ||
| Adobe Systems | COM | 00724F101 | 13,017 | 44,178 | SH | SOLE | 0 | 0 | 0 | ||
| Albany Int'l | COM | 012348108 | 5,763 | 69,510 | SH | SOLE | 0 | 0 | 0 | ||
| Alibaba Group Holdings ADR | COM | 01609W102 | 6,025 | 35,558 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-A | COM | 02079K305 | 5,305 | 4,899 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-C | COM | 02079K107 | 4,666 | 4,317 | SH | SOLE | 0 | 0 | 0 | ||
| Amazon.Com, Inc | COM | 023135106 | 16,179 | 8,544 | SH | SOLE | 0 | 0 | 0 | ||
| American Tower Corp Cl A | COM | 03027X100 | 4,164 | 20,369 | SH | SOLE | 0 | 0 | 0 | ||
| Amerisourcebergen Corp. | COM | 002919959 | 298 | 3,500 | SH | SOLE | 0 | 0 | 0 | ||
| Analog Devices Inc | COM | 032654105 | 4,847 | 42,947 | SH | SOLE | 0 | 0 | 0 | ||
| Apple Computer | COM | 037833100 | 935 | 4,725 | SH | SOLE | 0 | 0 | 0 | ||
| Bankamerica Corp. New | COM | 060505104 | 2,718 | 93,735 | SH | SOLE | 0 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 303 | 1,422 | SH | SOLE | 0 | 0 | 0 | ||
| Blackstone Group | COM | 09253U108 | 1,550 | 34,893 | SH | SOLE | 0 | 0 | 0 | ||
| Cactus Inc. | COM | 127203107 | 2,040 | 61,580 | SH | SOLE | 0 | 0 | 0 | ||
| Celanese Corp. | COM | 150870103 | 1,902 | 17,642 | SH | SOLE | 0 | 0 | 0 | ||
| ChevronTexaco Corp | COM | 166764100 | 877 | 7,046 | SH | SOLE | 0 | 0 | 0 | ||
| Cintas Corp. | COM | 172908105 | 6,864 | 28,926 | SH | SOLE | 0 | 0 | 0 | ||
| Citigroup | COM | 172967101 | 2,225 | 31,765 | SH | SOLE | 0 | 0 | 0 | ||
| Constellation Brands A | COM | 21036P108 | 6,359 | 32,289 | SH | SOLE | 0 | 0 | 0 | ||
| CoStar Group | COM | 22160n109 | 230 | 415 | SH | SOLE | 0 | 0 | 0 | ||
| Costco Wholesale Corporation | COM | 22160K105 | 6,998 | 26,480 | SH | SOLE | 0 | 0 | 0 | ||
| Facebook Inc. Class A | COM | 30303M102 | 9,855 | 51,062 | SH | SOLE | 0 | 0 | 0 | ||
| Fidelity National Information Services I | COM | 31620M106 | 6,332 | 51,610 | SH | SOLE | 0 | 0 | 0 | ||
| Heron Therapeutics | COM | 427746102 | 2,613 | 140,552 | SH | SOLE | 0 | 0 | 0 | ||
| Home Depot | COM | 437076102 | 5,569 | 26,778 | SH | SOLE | 0 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 13,428 | 36,475 | SH | SOLE | 0 | 0 | 0 | ||
| Insulet Corp. | COM | 45784P101 | 5,717 | 47,890 | SH | SOLE | 0 | 0 | 0 | ||
| Iqvia Hldgs. | COM | 46266C105 | 4,763 | 29,604 | SH | SOLE | 0 | 0 | 0 | ||
| JP Morgan Chase & Co. | COM | 46625H100 | 2,259 | 20,203 | SH | SOLE | 0 | 0 | 0 | ||
| Merck & Co. | COM | 58933Y105 | 337 | 4,016 | SH | SOLE | 0 | 0 | 0 | ||
| Microsoft | COM | 594918104 | 10,517 | 78,507 | SH | SOLE | 0 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 559 | 12,760 | SH | SOLE | 0 | 0 | 0 | ||
| Netflix Inc. | COM | 64110l106 | 10,934 | 29,766 | SH | SOLE | 0 | 0 | 0 | ||
| Nike Inc. Class B | COM | 654106103 | 3,814 | 45,434 | SH | SOLE | 0 | 0 | 0 | ||
| Nvidia Corp. | COM | 67066G104 | 7,092 | 43,181 | SH | SOLE | 0 | 0 | 0 | ||
| Okta Inc. | COM | 679295105 | 7,124 | 57,680 | SH | SOLE | 0 | 0 | 0 | ||
| Ollie's Bargain Outlet | COM | 681116109 | 4,337 | 49,783 | SH | SOLE | 0 | 0 | 0 | ||
| PayPal Holdings | COM | 70450Y103 | 8,057 | 70,390 | SH | SOLE | 0 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 263 | 6,070 | SH | SOLE | 0 | 0 | 0 | ||
| Pool Corp. | COM | 73278L105 | 2,628 | 13,760 | SH | SOLE | 0 | 0 | 0 | ||
| Procter & Gamble | COM | 742718109 | 325 | 2,964 | SH | SOLE | 0 | 0 | 0 | ||
| Royal Dutch Shell PLC-ADR A | COM | 780259206 | 219 | 3,364 | SH | SOLE | 0 | 0 | 0 | ||
| S&P Global | COM | 78409V104 | 310 | 1,362 | SH | SOLE | 0 | 0 | 0 | ||
| Salesforce.com | COM | 79466L302 | 8,306 | 54,745 | SH | SOLE | 0 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762p102 | 2,457 | 8,950 | SH | SOLE | 0 | 0 | 0 | ||
| Stitch Fix, Inc. | COM | 860897107 | 1,684 | 52,626 | SH | SOLE | 0 | 0 | 0 | ||
| Stryker Corp. | COM | 863667101 | 1,845 | 8,975 | SH | SOLE | 0 | 0 | 0 | ||
| Synopsys Inc. | COM | 871607107 | 3,364 | 26,137 | SH | SOLE | 0 | 0 | 0 | ||
| Teladoc | COM | 87918A105 | 5,284 | 79,573 | SH | SOLE | 0 | 0 | 0 | ||
| Tesla Motors Inc | COM | 88160r101 | 918 | 4,109 | SH | SOLE | 0 | 0 | 0 | ||
| The TJX Companies | COM | 872540109 | 1,073 | 20,295 | SH | SOLE | 0 | 0 | 0 | ||
| Thermo Fisher Scientific | COM | 883556102 | 10,042 | 34,195 | SH | SOLE | 0 | 0 | 0 | ||
| Union Pacific | COM | 907818108 | 224 | 1,326 | SH | SOLE | 0 | 0 | 0 | ||
| United Rentals | COM | 911363109 | 2,185 | 16,472 | SH | SOLE | 0 | 0 | 0 | ||
| Visa Inc. | COM | 92826c839 | 15,891 | 91,562 | SH | SOLE | 0 | 0 | 0 | ||