The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 20,896 526,880 SH   SOLE   316,980 0 209,900
AbbVie Inc. COM 00287Y109 295 4,522 SH   SOLE   4,522 0 0
Activision Blizzard, Inc. COM 00507V109 1,445 28,985 SH   SOLE   28,985 0 0
Adobe Systems Incorporated COM 00724F101 38,735 297,664 SH   SOLE   141,724 0 155,940
Alexion Pharmaceuticals, Inc. COM 015351109 21,924 180,828 SH   SOLE   98,138 0 82,690
Alibaba Group Holding Limited COM 01609W102 2,251 20,872 SH   SOLE   19,672 0 1,200
Alphabet Inc. Class A COM 02079K305 61,949 73,070 SH   SOLE   39,585 0 33,485
Alphabet Inc. Class C COM 02079K107 1,707 2,058 SH   SOLE   1,648 0 410
Amazon.com, Inc. COM 023135106 147,528 166,409 SH   SOLE   92,744 0 73,665
Amgen Inc. COM 031162100 465 2,835 SH   SOLE   2,810 0 25
Apple Inc. COM 037833100 2,377 16,545 SH   SOLE   13,440 0 3,105
Bank of the Ozarks, Inc. COM 063904106 47,747 918,035 SH   SOLE   488,960 0 429,075
Becton, Dickinson and Company COM 075887109 569 3,100 SH   SOLE   3,000 0 100
BioMarin Pharmaceutical Inc. COM 09061G101 27,243 310,359 SH   SOLE   150,609 0 159,750
BlackRock, Inc. COM 09247X101 876 2,284 SH   SOLE   2,234 0 50
Boeing Company COM 097023105 868 4,910 SH   SOLE   4,910 0 0
Carlisle Companies Incorporate COM 142339100 405 3,805 SH   SOLE   3,805 0 0
Celgene Corporation COM 151020104 86,492 695,104 SH   SOLE   350,419 0 344,685
Charles Schwab Corporation COM 808513105 85,770 2,101,695 SH   SOLE   1,100,095 0 1,001,600
Chipotle Mexican Grill, Inc. COM 169656105 31,770 71,310 SH   SOLE   34,050 0 37,260
Colgate-Palmolive Company COM 194162103 345 4,710 SH   SOLE   4,710 0 0
Comcast Corporation COM 20030N101 772 20,530 SH   SOLE   20,130 0 400
Constellation Brands, Inc. COM 21036P108 741 4,570 SH   SOLE   4,445 0 125
CyrusOne Inc. COM 23283R100 578 11,230 SH   SOLE   10,030 0 1,200
DexCom, Inc. COM 252131107 56,951 672,150 SH   SOLE   345,245 0 326,905
Ecolab Inc. COM 278865100 403 3,213 SH   SOLE   3,213 0 0
Ellie Mae, Inc. COM 28849P100 59,271 591,110 SH   SOLE   319,510 0 271,600
Exact Sciences Corporation COM 30063P105 55,580 2,353,105 SH   SOLE   1,221,105 0 1,132,000
Facebook, Inc. COM 30303M102 114,141 803,528 SH   SOLE   433,708 0 369,820
FedEx Corporation COM 31428X106 512 2,625 SH   SOLE   2,600 0 25
First Republic Bank COM 33616C100 39,689 423,076 SH   SOLE   219,316 0 203,760
Inphi Corporation COM 45772F107 28,746 588,810 SH   SOLE   321,060 0 267,750
Int'l Business Machines Corpor COM 459200101 689 3,958 SH   SOLE   3,958 0 0
International Flavors & Fragra COM 459506101 624 4,705 SH   SOLE   4,705 0 0
JD.com, Inc. COM 47215P106 401 12,874 SH   SOLE   12,874 0 0
JPMorgan Chase & Co. COM 46625H100 1,209 13,765 SH   SOLE   13,465 0 300
Johnson & Johnson COM 478160104 1,107 8,887 SH   SOLE   8,787 0 100
Medidata Solutions, Inc. COM 58471A105 28,137 487,720 SH   SOLE   235,040 0 252,680
MercadoLibre, Inc. COM 58733R102 94,031 444,652 SH   SOLE   247,682 0 196,970
Microsoft Corporation COM 594918104 1,388 21,069 SH   SOLE   21,069 0 0
Monolithic Power Systems, Inc. COM 609839105 62,776 681,610 SH   SOLE   357,895 0 323,715
NVIDIA Corporation COM 67066G104 4,252 39,038 SH   SOLE   39,038 0 0
Netflix, Inc. COM 64110L106 145,168 982,127 SH   SOLE   536,937 0 445,190
Nevro Corp. COM 64157F103 42,013 448,380 SH   SOLE   230,510 0 217,870
Nordstrom, Inc. COM 655664100 219 4,700 SH   SOLE   2,300 0 2,400
PACCAR Inc COM 693718108 474 7,049 SH   SOLE   5,649 0 1,400
Palo Alto Networks, Inc. COM 697435105 46,599 413,552 SH   SOLE   219,742 0 193,810
Pandora Media, Inc. COM 698354107 30,681 2,597,865 SH   SOLE   1,428,715 0 1,169,150
PayPal Holdings, Inc. COM 70450Y103 2,047 47,590 SH   SOLE   45,490 0 2,100
Paychex, Inc. COM 704326107 792 13,447 SH   SOLE   13,397 0 50
Portola Pharmaceuticals, Inc. COM 737010108 10,341 263,870 SH   SOLE   139,920 0 123,950
Priceline Group Inc. COM 741503403 71,822 40,350 SH   SOLE   21,230 0 19,120
Proofpoint, Inc. COM 743424103 25,143 338,130 SH   SOLE   175,680 0 162,450
QUALCOMM Incorporated COM 747525103 1,130 19,700 SH   SOLE   18,520 0 1,180
Regeneron Pharmaceuticals, Inc COM 75886F107 58,413 150,740 SH   SOLE   77,785 0 72,955
SPDR Trust Series 1 COM 78462F103 690 2,927 SH   SOLE   2,927 0 0
Schlumberger Limited COM 806857108 472 6,045 SH   SOLE   5,970 0 75
ServiceNow, Inc. COM 81762P102 47,074 538,169 SH   SOLE   291,394 0 246,775
Shake Shack Inc. COM 819047101 35,471 1,061,995 SH   SOLE   540,470 0 521,525
Shopify Inc. COM 82509L107 41,924 615,715 SH   SOLE   355,665 0 260,050
Signature Bank COM 82669G104 48,145 324,449 SH   SOLE   172,484 0 151,965
Snap Inc. COM 83304A106 1,066 47,320 SH   SOLE   47,320 0 0
Starbucks Corporation COM 855244109 1,710 29,279 SH   SOLE   27,279 0 2,000
Teladoc, Inc. COM 87918A105 12,234 489,375 SH   SOLE   280,600 0 208,775
Tesla, Inc. COM 88160R101 138,516 497,722 SH   SOLE   272,197 0 225,525
The Estee Lauder Companies Inc COM 518439104 712 8,397 SH   SOLE   8,097 0 300
The Home Depot, Inc. COM 437076102 1,311 8,928 SH   SOLE   8,928 0 0
Twilio Inc. COM 90138F102 22,190 768,610 SH   SOLE   396,460 0 372,150
Ulta Beauty Inc. COM 90384S303 38,399 134,623 SH   SOLE   71,278 0 63,345
Verizon Communications Inc. COM 92343V104 696 14,280 SH   SOLE   13,830 0 450
Vipshop Holdings Limited COM 92763W103 533 39,981 SH   SOLE   39,981 0 0
Visa Inc. COM 92826C839 6,598 74,244 SH   SOLE   70,844 0 3,400
Walgreens Boots Alliance, Inc. COM 931427108 534 6,425 SH   SOLE   6,325 0 100
Walt Disney Company COM 254687106 1,375 12,123 SH   SOLE   8,573 0 3,550
Wayfair Inc. COM 94419L101 3,333 82,310 SH   SOLE   82,310 0 0
XPO Logistics, Inc. COM 983793100 105,588 2,204,805 SH   SOLE   1,171,985 0 1,032,820
Zillow Group, Inc. Class A, Vo COM 98954M101 574 16,970 SH   SOLE   15,090 0 1,880
Zillow Group, Inc. Class C COM 98954M200 65,553 1,946,940 SH   SOLE   1,068,110 0 878,830
Zoetis Inc. COM 98978V103 484 9,062 SH   SOLE   8,977 0 85
lululemon athletica inc. COM 550021109 28,476 548,995 SH   SOLE   266,245 0 282,750