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 | 42,382 | 903,285 | SH | SOLE | 492,210 | 0 | 411,075 | ||
AbbVie Inc. | COM | 00287Y109 | 237 | 3,262 | SH | SOLE | 3,262 | 0 | 0 | ||
Activision Blizzard, Inc. | COM | 00507V109 | 2,823 | 49,040 | SH | SOLE | 49,040 | 0 | 0 | ||
Adobe Systems Incorporated | COM | 00724F101 | 39,863 | 281,834 | SH | SOLE | 126,794 | 0 | 155,040 | ||
Alibaba Group Holding Limited | COM | 01609W102 | 3,007 | 21,342 | SH | SOLE | 20,042 | 0 | 1,300 | ||
Alphabet Inc. Class A | COM | 02079K305 | 66,743 | 71,791 | SH | SOLE | 36,961 | 0 | 34,830 | ||
Alphabet Inc. Class C | COM | 02079K107 | 1,638 | 1,803 | SH | SOLE | 1,473 | 0 | 330 | ||
Amazon.com, Inc. | COM | 023135106 | 154,601 | 159,712 | SH | SOLE | 86,672 | 0 | 73,040 | ||
Amgen Inc. | COM | 031162100 | 441 | 2,560 | SH | SOLE | 2,535 | 0 | 25 | ||
Apple Inc. | COM | 037833100 | 2,430 | 16,870 | SH | SOLE | 13,265 | 0 | 3,605 | ||
Bank of the Ozarks | COM | 063904106 | 49,111 | 1,047,805 | SH | SOLE | 552,555 | 0 | 495,250 | ||
Becton, Dickinson and Company | COM | 075887109 | 803 | 4,115 | SH | SOLE | 3,990 | 0 | 125 | ||
BioMarin Pharmaceutical Inc. | COM | 09061G101 | 25,764 | 283,685 | SH | SOLE | 125,635 | 0 | 158,050 | ||
BlackRock, Inc. | COM | 09247X101 | 969 | 2,294 | SH | SOLE | 2,244 | 0 | 50 | ||
Blue Apron Holdings, Inc. | COM | 09523Q101 | 577 | 61,800 | SH | SOLE | 61,800 | 0 | 0 | ||
Boeing Company | COM | 097023105 | 897 | 4,535 | SH | SOLE | 4,535 | 0 | 0 | ||
Carlisle Companies Incorporate | COM | 142339100 | 322 | 3,380 | SH | SOLE | 3,380 | 0 | 0 | ||
Celgene Corporation | COM | 151020104 | 92,226 | 710,139 | SH | SOLE | 350,744 | 0 | 359,395 | ||
Charles Schwab Corporation | COM | 808513105 | 86,462 | 2,012,610 | SH | SOLE | 1,017,060 | 0 | 995,550 | ||
Colgate-Palmolive Company | COM | 194162103 | 372 | 5,020 | SH | SOLE | 5,020 | 0 | 0 | ||
Comcast Corporation | COM | 20030N101 | 730 | 18,755 | SH | SOLE | 18,355 | 0 | 400 | ||
Constellation Brands, Inc. | COM | 21036P108 | 806 | 4,160 | SH | SOLE | 4,035 | 0 | 125 | ||
Costco Wholesale Corporation | COM | 22160K105 | 501 | 3,134 | SH | SOLE | 3,134 | 0 | 0 | ||
CyrusOne Inc. | COM | 23283R100 | 636 | 11,405 | SH | SOLE | 10,205 | 0 | 1,200 | ||
DexCom, Inc. | COM | 252131107 | 60,104 | 821,660 | SH | SOLE | 419,100 | 0 | 402,560 | ||
Ecolab Inc. | COM | 278865100 | 494 | 3,725 | SH | SOLE | 3,725 | 0 | 0 | ||
Ellie Mae, Inc. | COM | 28849P100 | 72,414 | 658,850 | SH | SOLE | 340,650 | 0 | 318,200 | ||
Exact Sciences Corporation | COM | 30063P105 | 80,343 | 2,271,495 | SH | SOLE | 1,157,245 | 0 | 1,114,250 | ||
Facebook, Inc. | COM | 30303M102 | 120,493 | 798,073 | SH | SOLE | 415,003 | 0 | 383,070 | ||
FedEx Corporation | COM | 31428X106 | 609 | 2,800 | SH | SOLE | 2,775 | 0 | 25 | ||
First Republic Bank | COM | 33616C100 | 39,891 | 398,511 | SH | SOLE | 197,301 | 0 | 201,210 | ||
Inphi Corporation | COM | 45772F107 | 27,196 | 792,885 | SH | SOLE | 403,735 | 0 | 389,150 | ||
Int'l Business Machines Corpor | COM | 459200101 | 393 | 2,558 | SH | SOLE | 2,558 | 0 | 0 | ||
International Flavors & Fragra | COM | 459506101 | 662 | 4,905 | SH | SOLE | 4,905 | 0 | 0 | ||
JD.com, Inc. | COM | 47215P106 | 1,753 | 44,694 | SH | SOLE | 42,794 | 0 | 1,900 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 1,306 | 14,285 | SH | SOLE | 13,985 | 0 | 300 | ||
Johnson & Johnson | COM | 478160104 | 1,200 | 9,072 | SH | SOLE | 8,972 | 0 | 100 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 32,303 | 413,085 | SH | SOLE | 183,905 | 0 | 229,180 | ||
MercadoLibre, Inc. | COM | 58733R102 | 100,738 | 401,537 | SH | SOLE | 217,067 | 0 | 184,470 | ||
Microsoft Corporation | COM | 594918104 | 1,487 | 21,569 | SH | SOLE | 21,569 | 0 | 0 | ||
Monolithic Power Systems, Inc. | COM | 609839105 | 63,435 | 658,035 | SH | SOLE | 334,120 | 0 | 323,915 | ||
NVIDIA Corporation | COM | 67066G104 | 5,353 | 37,028 | SH | SOLE | 37,028 | 0 | 0 | ||
Netflix, Inc. | COM | 64110L106 | 134,959 | 903,282 | SH | SOLE | 482,397 | 0 | 420,885 | ||
Nevro Corp. | COM | 64157F103 | 47,864 | 643,075 | SH | SOLE | 323,945 | 0 | 319,130 | ||
Nordstrom, Inc. | COM | 655664100 | 225 | 4,700 | SH | SOLE | 2,300 | 0 | 2,400 | ||
PACCAR Inc | COM | 693718108 | 494 | 7,484 | SH | SOLE | 6,084 | 0 | 1,400 | ||
Pandora Media, Inc. | COM | 698354107 | 1,612 | 180,700 | SH | SOLE | 180,700 | 0 | 0 | ||
PayPal Holdings, Inc. | COM | 70450Y103 | 2,745 | 51,140 | SH | SOLE | 49,340 | 0 | 1,800 | ||
Paychex, Inc. | COM | 704326107 | 828 | 14,547 | SH | SOLE | 14,497 | 0 | 50 | ||
Portola Pharmaceuticals, Inc. | COM | 737010108 | 25,400 | 452,190 | SH | SOLE | 227,465 | 0 | 224,725 | ||
Priceline Group Inc. | COM | 741503403 | 67,737 | 36,213 | SH | SOLE | 18,505 | 0 | 17,708 | ||
Proofpoint, Inc. | COM | 743424103 | 46,694 | 537,760 | SH | SOLE | 287,235 | 0 | 250,525 | ||
QUALCOMM Incorporated | COM | 747525103 | 1,012 | 18,320 | SH | SOLE | 17,140 | 0 | 1,180 | ||
Regeneron Pharmaceuticals, Inc | COM | 75886F107 | 72,006 | 146,610 | SH | SOLE | 72,740 | 0 | 73,870 | ||
SPDR Trust Series 1 | COM | 78462F103 | 708 | 2,927 | SH | SOLE | 2,927 | 0 | 0 | ||
Schlumberger Limited | COM | 806857108 | 350 | 5,320 | SH | SOLE | 5,245 | 0 | 75 | ||
ServiceNow, Inc. | COM | 81762P102 | 54,509 | 514,239 | SH | SOLE | 269,164 | 0 | 245,075 | ||
Shake Shack Inc. | COM | 819047101 | 36,941 | 1,059,100 | SH | SOLE | 512,975 | 0 | 546,125 | ||
Shopify Inc. | COM | 82509L107 | 72,818 | 837,955 | SH | SOLE | 448,840 | 0 | 389,115 | ||
Signature Bank | COM | 82669G104 | 32,951 | 229,578 | SH | SOLE | 100,628 | 0 | 128,950 | ||
Snap Inc. | COM | 83304A106 | 1,524 | 85,750 | SH | SOLE | 85,750 | 0 | 0 | ||
Starbucks Corporation | COM | 855244109 | 1,593 | 27,324 | SH | SOLE | 26,374 | 0 | 950 | ||
Teladoc, Inc. | COM | 87918A105 | 28,348 | 816,940 | SH | SOLE | 427,965 | 0 | 388,975 | ||
Tesla, Inc. | COM | 88160R101 | 148,046 | 409,408 | SH | SOLE | 213,703 | 0 | 195,705 | ||
The Estee Lauder Companies Inc | COM | 518439104 | 801 | 8,347 | SH | SOLE | 8,047 | 0 | 300 | ||
The Home Depot, Inc. | COM | 437076102 | 1,323 | 8,623 | SH | SOLE | 8,623 | 0 | 0 | ||
The Trade Desk, Inc. | COM | 88339J105 | 1,572 | 31,375 | SH | SOLE | 31,375 | 0 | 0 | ||
Twilio Inc. | COM | 90138F102 | 24,775 | 851,090 | SH | SOLE | 461,190 | 0 | 389,900 | ||
Ulta Beauty, Inc. | COM | 90384S303 | 36,328 | 126,428 | SH | SOLE | 62,268 | 0 | 64,160 | ||
Verizon Communications Inc. | COM | 92343V104 | 630 | 14,105 | SH | SOLE | 13,655 | 0 | 450 | ||
Visa Inc. | COM | 92826C839 | 7,403 | 78,945 | SH | SOLE | 73,745 | 0 | 5,200 | ||
Walgreens Boots Alliance, Inc. | COM | 931427108 | 325 | 4,150 | SH | SOLE | 4,050 | 0 | 100 | ||
Walt Disney Company | COM | 254687106 | 1,038 | 9,773 | SH | SOLE | 9,223 | 0 | 550 | ||
Wayfair Inc. | COM | 94419L101 | 5,518 | 71,770 | SH | SOLE | 71,770 | 0 | 0 | ||
XPO Logistics, Inc. | COM | 983793100 | 123,202 | 1,906,260 | SH | SOLE | 953,965 | 0 | 952,295 | ||
Zillow Group, Inc. Class A, Vo | COM | 98954M101 | 967 | 19,805 | SH | SOLE | 17,925 | 0 | 1,880 | ||
Zillow Group, Inc. Class C | COM | 98954M200 | 93,518 | 1,908,135 | SH | SOLE | 1,031,355 | 0 | 876,780 | ||
Zoetis Inc. | COM | 98978V103 | 588 | 9,427 | SH | SOLE | 9,342 | 0 | 85 | ||
lululemon athletica inc. | COM | 550021109 | 37,999 | 636,825 | SH | SOLE | 281,175 | 0 | 355,650 |