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 | 64,893 | 1,005,930 | SH | SOLE | 544,580 | 0 | 461,350 | ||
AbbVie Inc. | COM | 00287Y109 | 315 | 3,262 | SH | SOLE | 3,262 | 0 | 0 | ||
Activision Blizzard, Inc. | COM | 00507V109 | 28,722 | 453,600 | SH | SOLE | 228,705 | 0 | 224,895 | ||
Adobe Systems Incorporated | COM | 00724F101 | 46,151 | 263,360 | SH | SOLE | 105,499 | 0 | 157,861 | ||
Alibaba Group Holding Limited | COM | 01609W102 | 54,414 | 315,572 | SH | SOLE | 166,822 | 0 | 148,750 | ||
Alphabet Inc. Class A | COM | 02079K305 | 36,281 | 34,442 | SH | SOLE | 18,178 | 0 | 16,264 | ||
Alphabet Inc. Class C | COM | 02079K107 | 1,208 | 1,154 | SH | SOLE | 1,014 | 0 | 140 | ||
Amazon.com, Inc. | COM | 023135106 | 172,539 | 147,536 | SH | SOLE | 76,051 | 0 | 71,485 | ||
Amgen Inc. | COM | 031162100 | 485 | 2,790 | SH | SOLE | 2,765 | 0 | 25 | ||
Amphenol Corporation | COM | 032095101 | 727 | 8,285 | SH | SOLE | 7,685 | 0 | 600 | ||
Apple Inc. | COM | 037833100 | 3,321 | 19,627 | SH | SOLE | 12,550 | 0 | 7,077 | ||
BEST Inc. | COM | 08653C106 | 21,486 | 2,392,645 | SH | SOLE | 1,333,945 | 0 | 1,058,700 | ||
Becton, Dickinson and Company | COM | 075887109 | 1,930 | 9,015 | SH | SOLE | 4,190 | 0 | 4,825 | ||
BioMarin Pharmaceutical Inc. | COM | 09061G101 | 23,622 | 264,905 | SH | SOLE | 107,155 | 0 | 157,750 | ||
BlackRock, Inc. | COM | 09247X101 | 1,154 | 2,247 | SH | SOLE | 2,197 | 0 | 50 | ||
Boeing Company | COM | 097023105 | 982 | 3,330 | SH | SOLE | 3,330 | 0 | 0 | ||
CASHMERE VALLEY BANK | COM | 14756K102 | 290 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
Carlisle Companies Incorporate | COM | 142339100 | 364 | 3,205 | SH | SOLE | 3,205 | 0 | 0 | ||
Celgene Corporation | COM | 151020104 | 68,074 | 652,295 | SH | SOLE | 308,720 | 0 | 343,575 | ||
Charles Schwab Corporation | COM | 808513105 | 98,485 | 1,917,166 | SH | SOLE | 915,850 | 0 | 1,001,316 | ||
CoStar Group, Inc. | COM | 22160N109 | 23,429 | 78,899 | SH | SOLE | 38,474 | 0 | 40,425 | ||
Comcast Corporation | COM | 20030N101 | 549 | 13,705 | SH | SOLE | 13,305 | 0 | 400 | ||
Constellation Brands, Inc. | COM | 21036P108 | 2,025 | 8,859 | SH | SOLE | 4,140 | 0 | 4,719 | ||
Costco Wholesale Corporation | COM | 22160K105 | 523 | 2,810 | SH | SOLE | 2,810 | 0 | 0 | ||
Ctrip.com International, Ltd. | COM | 22943F100 | 495 | 11,223 | SH | SOLE | 11,223 | 0 | 0 | ||
CyrusOne Inc. | COM | 23283R100 | 589 | 9,890 | SH | SOLE | 9,690 | 0 | 200 | ||
Despegar.com, Corp. | COM | G27358103 | 1,134 | 41,250 | SH | SOLE | 41,250 | 0 | 0 | ||
Ecolab Inc. | COM | 278865100 | 569 | 4,240 | SH | SOLE | 4,140 | 0 | 100 | ||
Exact Sciences Corporation | COM | 30063P105 | 98,856 | 1,881,545 | SH | SOLE | 920,915 | 0 | 960,630 | ||
Facebook, Inc. | COM | 30303M102 | 133,917 | 758,906 | SH | SOLE | 375,910 | 0 | 382,996 | ||
FedEx Corporation | COM | 31428X106 | 719 | 2,880 | SH | SOLE | 2,855 | 0 | 25 | ||
First Republic Bank | COM | 33616C100 | 41,261 | 476,234 | SH | SOLE | 223,286 | 0 | 252,948 | ||
Inphi Corporation | COM | 45772F107 | 35,028 | 957,050 | SH | SOLE | 471,725 | 0 | 485,325 | ||
International Flavors & Fragra | COM | 459506101 | 745 | 4,885 | SH | SOLE | 4,885 | 0 | 0 | ||
Intuit Inc. | COM | 461202103 | 1,862 | 11,804 | SH | SOLE | 3,375 | 0 | 8,429 | ||
JD.com, Inc. | COM | 47215P106 | 2,906 | 70,150 | SH | SOLE | 69,450 | 0 | 700 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 1,803 | 16,860 | SH | SOLE | 16,560 | 0 | 300 | ||
Johnson & Johnson | COM | 478160104 | 1,287 | 9,210 | SH | SOLE | 9,035 | 0 | 175 | ||
Medidata Solutions, Inc. | COM | 58471A105 | 26,735 | 421,894 | SH | SOLE | 183,439 | 0 | 238,455 | ||
MercadoLibre, Inc. | COM | 58733R102 | 114,478 | 363,814 | SH | SOLE | 191,619 | 0 | 172,195 | ||
Microsoft Corporation | COM | 594918104 | 1,874 | 21,910 | SH | SOLE | 21,910 | 0 | 0 | ||
Monolithic Power Systems, Inc. | COM | 609839105 | 69,726 | 620,560 | SH | SOLE | 313,070 | 0 | 307,490 | ||
NVIDIA Corporation | COM | 67066G104 | 75,099 | 388,110 | SH | SOLE | 200,032 | 0 | 188,078 | ||
Netflix, Inc. | COM | 64110L106 | 159,100 | 828,819 | SH | SOLE | 420,166 | 0 | 408,653 | ||
Nevro Corp. | COM | 64157F103 | 43,863 | 635,330 | SH | SOLE | 304,800 | 0 | 330,530 | ||
Newell Brands Inc. | COM | 651229106 | 429 | 13,885 | SH | SOLE | 10,735 | 0 | 3,150 | ||
Noah Holdings Limited | COM | 65487X102 | 454 | 9,816 | SH | SOLE | 9,816 | 0 | 0 | ||
Okta, Inc. | COM | 679295105 | 406 | 15,868 | SH | SOLE | 15,868 | 0 | 0 | ||
PACCAR Inc | COM | 693718108 | 543 | 7,634 | SH | SOLE | 6,234 | 0 | 1,400 | ||
PayPal Holdings, Inc. | COM | 70450Y103 | 51,987 | 706,148 | SH | SOLE | 375,450 | 0 | 330,698 | ||
Paychex, Inc. | COM | 704326107 | 810 | 11,895 | SH | SOLE | 11,845 | 0 | 50 | ||
Portola Pharmaceuticals, Inc. | COM | 737010108 | 37,263 | 765,475 | SH | SOLE | 385,135 | 0 | 380,340 | ||
Priceline Group Inc. | COM | 741503403 | 2,197 | 1,264 | SH | SOLE | 117 | 0 | 1,147 | ||
Proofpoint, Inc. | COM | 743424103 | 51,560 | 580,560 | SH | SOLE | 301,520 | 0 | 279,040 | ||
QUALCOMM Incorporated | COM | 747525103 | 1,046 | 16,345 | SH | SOLE | 15,165 | 0 | 1,180 | ||
Redfin Corporation | COM | 75737F108 | 1,030 | 32,890 | SH | SOLE | 32,890 | 0 | 0 | ||
Regeneron Pharmaceuticals, Inc | COM | 75886F107 | 48,749 | 129,665 | SH | SOLE | 56,915 | 0 | 72,750 | ||
SPDR Trust Series 1 | COM | 78462F103 | 780 | 2,922 | SH | SOLE | 2,922 | 0 | 0 | ||
Schlumberger Limited | COM | 806857108 | 308 | 4,570 | SH | SOLE | 4,495 | 0 | 75 | ||
ServiceNow, Inc. | COM | 81762P102 | 55,065 | 422,310 | SH | SOLE | 207,964 | 0 | 214,346 | ||
Shake Shack Inc. | COM | 819047101 | 37,961 | 878,725 | SH | SOLE | 375,025 | 0 | 503,700 | ||
Shopify Inc. | COM | 82509L107 | 91,958 | 910,475 | SH | SOLE | 480,750 | 0 | 429,725 | ||
Snap Inc. | COM | 83304A106 | 976 | 66,800 | SH | SOLE | 66,800 | 0 | 0 | ||
Square, Inc. | COM | 852234103 | 3,616 | 104,300 | SH | SOLE | 104,300 | 0 | 0 | ||
Starbucks Corporation | COM | 855244109 | 1,357 | 23,624 | SH | SOLE | 22,824 | 0 | 800 | ||
Stitch Fix, Inc. | COM | 860897107 | 1,051 | 40,700 | SH | SOLE | 40,700 | 0 | 0 | ||
Teladoc, Inc. | COM | 87918A105 | 53,656 | 1,539,640 | SH | SOLE | 751,525 | 0 | 788,115 | ||
Tencent Holdings Limited | COM | 88032Q109 | 1,185 | 22,825 | SH | SOLE | 22,825 | 0 | 0 | ||
Tesla, Inc. | COM | 88160R101 | 112,470 | 361,234 | SH | SOLE | 181,709 | 0 | 179,525 | ||
The Estee Lauder Companies Inc | COM | 518439104 | 1,022 | 8,035 | SH | SOLE | 7,735 | 0 | 300 | ||
The Home Depot, Inc. | COM | 437076102 | 1,616 | 8,525 | SH | SOLE | 8,525 | 0 | 0 | ||
The Trade Desk, Inc. | COM | 88339J105 | 3,568 | 78,020 | SH | SOLE | 78,020 | 0 | 0 | ||
The Walt Disney Company | COM | 254687106 | 875 | 8,140 | SH | SOLE | 7,690 | 0 | 450 | ||
Ulta Beauty, Inc. | COM | 90384S303 | 27,979 | 125,095 | SH | SOLE | 51,295 | 0 | 73,800 | ||
Visa Inc. | COM | 92826C839 | 9,127 | 80,045 | SH | SOLE | 64,422 | 0 | 15,623 | ||
Walgreens Boots Alliance, Inc. | COM | 931427108 | 267 | 3,675 | SH | SOLE | 3,575 | 0 | 100 | ||
Wayfair Inc. | COM | 94419L101 | 50,137 | 624,605 | SH | SOLE | 328,285 | 0 | 296,320 | ||
XPO Logistics, Inc. | COM | 983793100 | 154,495 | 1,686,811 | SH | SOLE | 792,035 | 0 | 894,776 | ||
Zillow Group, Inc. Class A, Vo | COM | 98954M101 | 687 | 16,865 | SH | SOLE | 14,985 | 0 | 1,880 | ||
Zillow Group, Inc. Class C | COM | 98954M200 | 80,151 | 1,958,734 | SH | SOLE | 1,008,139 | 0 | 950,595 | ||
Zoetis Inc. | COM | 98978V103 | 1,769 | 24,550 | SH | SOLE | 9,765 | 0 | 14,785 | ||
lululemon athletica inc. | COM | 550021109 | 46,677 | 593,930 | SH | SOLE | 241,480 | 0 | 352,450 |