The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| 2U, Inc. | COM | 90214J101 | 3,366 | 87,905 | SH | SOLE | 87,905 | 0 | 0 | ||
| AbbVie Inc. | COM | 00287Y109 | 346 | 5,492 | SH | SOLE | 5,492 | 0 | 0 | ||
| Acuity Brands, Inc. | COM | 00508Y102 | 35,777 | 135,210 | SH | SOLE | 64,635 | 0 | 70,575 | ||
| Adobe Systems Incorporated | COM | 00724F101 | 18,216 | 167,830 | SH | SOLE | 75,005 | 0 | 92,825 | ||
| Alexion Pharmaceuticals, Inc. | COM | 015351109 | 51,503 | 420,295 | SH | SOLE | 197,590 | 0 | 222,705 | ||
| Alibaba Group Holding Limited | COM | 01609W102 | 2,919 | 27,592 | SH | SOLE | 26,192 | 0 | 1,400 | ||
| Alphabet Inc. Class A | COM | 02079K305 | 92,103 | 114,547 | SH | SOLE | 54,682 | 0 | 59,865 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 2,256 | 2,902 | SH | SOLE | 2,490 | 0 | 412 | ||
| Amazon.com, Inc. | COM | 023135106 | 197,637 | 236,038 | SH | SOLE | 117,873 | 0 | 118,165 | ||
| Amgen Inc. | COM | 031162100 | 313 | 1,875 | SH | SOLE | 1,850 | 0 | 25 | ||
| Amplify Snack Brands, Inc. | COM | 03211L102 | 22,340 | 1,379,005 | SH | SOLE | 627,155 | 0 | 751,850 | ||
| Apple Inc. | COM | 037833100 | 1,697 | 15,010 | SH | SOLE | 13,405 | 0 | 1,605 | ||
| Baidu, Inc. | COM | 056752108 | 26,621 | 146,215 | SH | SOLE | 71,040 | 0 | 75,175 | ||
| BioMarin Pharmaceutical Inc. | COM | 09061G101 | 37,924 | 409,899 | SH | SOLE | 188,809 | 0 | 221,090 | ||
| BlackRock, Inc. | COM | 09247X101 | 1,026 | 2,832 | SH | SOLE | 2,782 | 0 | 50 | ||
| Boeing Company | COM | 097023105 | 569 | 4,320 | SH | SOLE | 4,320 | 0 | 0 | ||
| Celgene Corporation | COM | 151020104 | 89,395 | 855,205 | SH | SOLE | 389,965 | 0 | 465,240 | ||
| Charles Schwab Corporation | COM | 808513105 | 81,406 | 2,578,580 | SH | SOLE | 1,215,080 | 0 | 1,363,500 | ||
| Chipotle Mexican Grill, Inc. | COM | 169656105 | 42,268 | 99,806 | SH | SOLE | 46,701 | 0 | 53,105 | ||
| Colgate-Palmolive Company | COM | 194162103 | 401 | 5,410 | SH | SOLE | 5,410 | 0 | 0 | ||
| Constellation Brands, Inc. | COM | 21036P108 | 475 | 2,855 | SH | SOLE | 2,730 | 0 | 125 | ||
| CyrusOne Inc. | COM | 23283R100 | 805 | 16,925 | SH | SOLE | 15,325 | 0 | 1,600 | ||
| DexCom, Inc. | COM | 252131107 | 46,743 | 533,235 | SH | SOLE | 246,395 | 0 | 286,840 | ||
| Ecolab Inc. | COM | 278865100 | 362 | 2,975 | SH | SOLE | 2,975 | 0 | 0 | ||
| Ellie Mae, Inc. | COM | 28849P100 | 72,839 | 691,725 | SH | SOLE | 337,975 | 0 | 353,750 | ||
| Exact Sciences Corporation | COM | 30063P105 | 44,480 | 2,395,275 | SH | SOLE | 1,106,835 | 0 | 1,288,440 | ||
| Facebook, Inc. | COM | 30303M102 | 140,854 | 1,098,104 | SH | SOLE | 530,994 | 0 | 567,110 | ||
| FedEx Corporation | COM | 31428X106 | 488 | 2,795 | SH | SOLE | 2,770 | 0 | 25 | ||
| First Republic Bank | COM | 33616C100 | 52,001 | 674,375 | SH | SOLE | 315,065 | 0 | 359,310 | ||
| Illumina, Inc. | COM | 452327109 | 46,689 | 257,013 | SH | SOLE | 120,158 | 0 | 136,855 | ||
| Int'l Business Machines Corpor | COM | 459200101 | 428 | 2,695 | SH | SOLE | 2,695 | 0 | 0 | ||
| International Flavors & Fragra | COM | 459506101 | 640 | 4,475 | SH | SOLE | 4,475 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 898 | 13,490 | SH | SOLE | 13,390 | 0 | 100 | ||
| Johnson & Johnson | COM | 478160104 | 923 | 7,810 | SH | SOLE | 7,710 | 0 | 100 | ||
| LendingClub Corporation | COM | 52603A109 | 1,378 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
| McKesson Corporation | COM | 58155Q103 | 926 | 5,555 | SH | SOLE | 5,165 | 0 | 390 | ||
| Mead Johnson Nutrition Company | COM | 582839106 | 727 | 9,200 | SH | SOLE | 8,800 | 0 | 400 | ||
| Medidata Solutions, Inc. | COM | 58471A105 | 43,928 | 787,805 | SH | SOLE | 347,405 | 0 | 440,400 | ||
| MercadoLibre, Inc. | COM | 58733R102 | 94,431 | 510,523 | SH | SOLE | 259,503 | 0 | 251,020 | ||
| Microsoft Corporation | COM | 594918104 | 878 | 15,250 | SH | SOLE | 15,250 | 0 | 0 | ||
| Monolithic Power Systems, Inc. | COM | 609839105 | 51,364 | 638,065 | SH | SOLE | 304,600 | 0 | 333,465 | ||
| NVIDIA Corporation | COM | 67066G104 | 1,869 | 27,280 | SH | SOLE | 27,280 | 0 | 0 | ||
| Netflix, Inc. | COM | 64110L106 | 136,527 | 1,385,357 | SH | SOLE | 701,747 | 0 | 683,610 | ||
| Nevro Corp. | COM | 64157F103 | 13,122 | 125,700 | SH | SOLE | 60,095 | 0 | 65,605 | ||
| Nordstrom, Inc. | COM | 655664100 | 244 | 4,700 | SH | SOLE | 2,300 | 0 | 2,400 | ||
| Novo Nordisk A/S | COM | 670100205 | 679 | 16,325 | SH | SOLE | 15,925 | 0 | 400 | ||
| PACCAR Inc | COM | 693718108 | 531 | 9,035 | SH | SOLE | 7,635 | 0 | 1,400 | ||
| Palo Alto Networks, Inc. | COM | 697435105 | 103,006 | 646,494 | SH | SOLE | 313,329 | 0 | 333,165 | ||
| Pandora Media, Inc. | COM | 698354107 | 50,401 | 3,517,140 | SH | SOLE | 1,828,010 | 0 | 1,689,130 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 1,689 | 41,225 | SH | SOLE | 39,125 | 0 | 2,100 | ||
| Paychex, Inc. | COM | 704326107 | 602 | 10,410 | SH | SOLE | 10,360 | 0 | 50 | ||
| Priceline Group Inc. | COM | 741503403 | 76,167 | 51,762 | SH | SOLE | 24,712 | 0 | 27,050 | ||
| QUALCOMM Incorporated | COM | 747525103 | 1,141 | 16,655 | SH | SOLE | 15,575 | 0 | 1,080 | ||
| Regeneron Pharmaceuticals, Inc | COM | 75886F107 | 65,297 | 162,423 | SH | SOLE | 75,773 | 0 | 86,650 | ||
| SPDR Trust Series 1 | COM | 78462F103 | 554 | 2,560 | SH | SOLE | 2,560 | 0 | 0 | ||
| Schlumberger Limited | COM | 806857108 | 480 | 6,105 | SH | SOLE | 6,030 | 0 | 75 | ||
| ServiceNow, Inc. | COM | 81762P102 | 25,506 | 322,245 | SH | SOLE | 154,095 | 0 | 168,150 | ||
| Shake Shack Inc. | COM | 819047101 | 24,073 | 694,335 | SH | SOLE | 334,085 | 0 | 360,250 | ||
| Signature Bank | COM | 82669G104 | 42,886 | 362,060 | SH | SOLE | 176,895 | 0 | 185,165 | ||
| Starbucks Corporation | COM | 855244109 | 33,580 | 620,250 | SH | SOLE | 274,450 | 0 | 345,800 | ||
| Tesla Motors, Inc. | COM | 88160R101 | 119,374 | 585,082 | SH | SOLE | 289,412 | 0 | 295,670 | ||
| The Estee Lauder Companies Inc | COM | 518439104 | 690 | 7,795 | SH | SOLE | 7,645 | 0 | 150 | ||
| The Home Depot, Inc. | COM | 437076102 | 1,120 | 8,705 | SH | SOLE | 8,705 | 0 | 0 | ||
| Twitter, Inc. | COM | 90184L102 | 1,105 | 47,950 | SH | SOLE | 47,950 | 0 | 0 | ||
| Ulta Salon, Cosmetics & Fragra | COM | 90384S303 | 21,864 | 91,875 | SH | SOLE | 39,775 | 0 | 52,100 | ||
| Under Armour, Inc. | COM | 904311107 | 40,572 | 1,048,910 | SH | SOLE | 487,910 | 0 | 561,000 | ||
| Under Armour, Inc. Class C | COM | 904311206 | 14,691 | 433,861 | SH | SOLE | 199,424 | 0 | 234,437 | ||
| Verizon Communications Inc. | COM | 92343V104 | 866 | 16,655 | SH | SOLE | 16,305 | 0 | 350 | ||
| Vipshop Holdings Limited | COM | 92763W103 | 2,165 | 147,550 | SH | SOLE | 147,550 | 0 | 0 | ||
| Visa Inc. | COM | 92826C839 | 8,535 | 103,199 | SH | SOLE | 93,699 | 0 | 9,500 | ||
| Walgreens Boots Alliance, Inc. | COM | 931427108 | 664 | 8,230 | SH | SOLE | 8,130 | 0 | 100 | ||
| Walt Disney Company | COM | 254687106 | 1,126 | 12,125 | SH | SOLE | 8,575 | 0 | 3,550 | ||
| Wayfair Inc. | COM | 94419L101 | 3,715 | 94,355 | SH | SOLE | 94,355 | 0 | 0 | ||
| XPO Logistics, Inc. | COM | 983793100 | 142,178 | 3,877,230 | SH | SOLE | 1,864,130 | 0 | 2,013,100 | ||
| ZELTIQ Aesthetics, Inc. | COM | 98933Q108 | 11,133 | 283,860 | SH | SOLE | 126,410 | 0 | 157,450 | ||
| Zillow Group, Inc. Class A, Vo | COM | 98954M101 | 807 | 23,420 | SH | SOLE | 19,740 | 0 | 3,680 | ||
| Zillow Group, Inc. Class C | COM | 98954M200 | 81,575 | 2,354,250 | SH | SOLE | 1,164,940 | 0 | 1,189,310 | ||
| iShares MSCI EAFE Index Fund | COM | 464287465 | 364 | 6,149 | SH | SOLE | 6,149 | 0 | 0 | ||
| lululemon athletica inc. | COM | 550021109 | 35,944 | 589,445 | SH | SOLE | 252,525 | 0 | 336,920 | ||
| salesforce.com, inc. | COM | 79466L302 | 55,326 | 775,636 | SH | SOLE | 381,426 | 0 | 394,210 | ||