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 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