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
Estimated average burden
hours per response: 23.8
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
AAON INC COM PAR $0.004 000360206 201 3,998 SH   SOLE   3,998 0 0
ABBOTT LABS COM 002824100 464 5,515 SH   SOLE   5,515 0 0
ACCENTURE PLC IRELAND SHS CLASS A g1151c101 441 2,388 SH   SOLE   2,388 0 0
ADOBE INC COM 00724F101 733 2,487 SH   SOLE   2,487 0 0
AFLAC INC COM 001055102 479 8,731 SH   SOLE   8,731 0 0
ALIGN TECHNOLOGY INC COM 016255101 625 2,282 SH   SOLE   2,282 0 0
ALPHABET INC CAP STK CL A 02079k305 8,846 8,170 SH   SOLE   7,933 0 237
ALPHABET INC CAP STK CL C 02079k107 855 791 SH   SOLE   791 0 0
AMAZON COM INC COM 023135106 10,210 5,392 SH   SOLE   5,275 0 117
AMETEK INC NEW COM 031100100 752 8,280 SH   SOLE   8,280 0 0
APPLE INC COM 037833100 11,042 55,792 SH   SOLE   54,491 0 1,301
ARISTA NETWORKS INC COM 040413106 599 2,307 SH   SOLE   2,307 0 0
BIOGEN INC COM 09062x103 3,172 13,562 SH   SOLE   13,562 0 0
BOOKING HLDGS INC COM 09857l108 9,835 5,246 SH   SOLE   5,104 0 142
CALAVO GROWERS INC COM 128246105 206 2,130 SH   SOLE   2,130 0 0
CERNER CORP COM 156782104 10,257 139,925 SH   SOLE   137,248 0 2,677
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,882 16,213 SH   SOLE   15,818 0 395
CHURCH & DWIGHT INC COM 171340102 1,136 15,543 SH   SOLE   15,543 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,279 130,607 SH   SOLE   127,623 0 2,984
CYBERARK SOFTWARE LTD SHS m2682v108 1,592 12,453 SH   SOLE   12,453 0 0
DISNEY WALT CO COM DISNEY 254687106 12,258 87,784 SH   SOLE   86,084 0 1,700
EAST WEST BANCORP INC COM 27579r104 605 12,936 SH   SOLE   12,936 0 0
ECOLAB INC COM 278865100 12,780 64,729 SH   SOLE   63,483 0 1,246
EDWARDS LIFESCIENCES CORP COM 28176E108 14,409 77,997 SH   SOLE   76,407 0 1,590
EPAM SYS INC COM 29414b104 644 3,722 SH   SOLE   3,722 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472r108 714 5,888 SH   SOLE   5,888 0 0
ESSENT GROUP LTD COM g3198u102 753 16,016 SH   SOLE   16,016 0 0
ETSY INC COM 29786a106 1,242 20,238 SH   SOLE   20,238 0 0
EURONET WORLDWIDE INC COM 298736109 953 5,665 SH   SOLE   5,665 0 0
EXPONENT INC COM 30214u102 200 3,425 SH   SOLE   3,425 0 0
EXXON MOBIL CORP COM 30231g102 493 6,427 SH   SOLE   6,427 0 0
FACEBOOK INC CL A 30303m102 10,348 53,619 SH   SOLE   52,524 0 1,095
FASTENAL CO COM 311900104 599 18,366 SH   SOLE   18,366 0 0
FIVE BELOW INC COM 33829m101 1,256 10,467 SH   SOLE   10,467 0 0
FORTINET INC COM 34959E109 575 7,481 SH   SOLE   7,481 0 0
FOX FACTORY HLDG CORP COM 35138v102 217 2,631 SH   SOLE   2,631 0 0
GLOBANT S A COM l44385109 221 2,185 SH   SOLE   2,185 0 0
GLU MOBILE INC COM 379890106 156 21,732 SH   SOLE   21,732 0 0
HANNON ARMSTRONG SUST INFR C COM 41068x100 206 7,309 SH   SOLE   7,309 0 0
HEICO CORP NEW COM 422806109 1,415 10,573 SH   SOLE   10,573 0 0
HEXCEL CORP NEW COM 428291108 702 8,682 SH   SOLE   8,682 0 0
HOME DEPOT INC COM 437076102 412 1,980 SH   SOLE   1,980 0 0
HONEYWELL INTL INC COM 438516106 428 2,451 SH   SOLE   2,451 0 0
ICON PLC SHS g4705a100 757 4,919 SH   SOLE   4,919 0 0
ILLUMINA INC COM 452327109 704 1,912 SH   SOLE   1,912 0 0
INCYTE CORP COM 45337c102 1,224 14,401 SH   SOLE   14,401 0 0
INNOVATIVE INDL PPTYS INC COM 45781v101 211 1,705 SH   SOLE   1,705 0 0
INTUIT COM 461202103 1,109 4,244 SH   SOLE   4,244 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602 10,333 19,699 SH   SOLE   19,354 0 345
ISHARES TR CORE S&P MCP ETF 464287507 694 3,570 SH   SOLE   3,570 0 0
ISHARES TR CORE S&P US GWT 464287671 698 11,140 SH   SOLE   11,140 0 0
ISHARES TR CORE S&P US VLU 464287663 453 8,002 SH   SOLE   8,002 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,701 5,770 SH   SOLE   5,770 0 0
ISHARES TR MSCI ACWI EX US 464288240 2,541 54,338 SH   SOLE   54,338 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 311 7,239 SH   SOLE   7,239 0 0
ISHARES TR NASDAQ BIOTECH 464287556 3,693 33,851 SH   SOLE   32,851 0 1,000
ISHARES TR RUS MID CAP ETF 464287499 480 8,599 SH   SOLE   8,599 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 461 2,967 SH   SOLE   2,967 0 0
ISHARES TR U.S. FINLS ETF 464287788 5,053 40,228 SH   SOLE   39,088 0 1,140
JOHNSON & JOHNSON COM 478160104 444 3,189 SH   SOLE   3,189 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 2,194 51,110 SH   SOLE   51,110 0 0
LULULEMON ATHLETICA INC COM 550021109 1,494 8,293 SH   SOLE   8,293 0 0
MASTERCARD INC CL A 57636q104 14,451 54,630 SH   SOLE   53,690 0 940
MAXIMUS INC COM 577933104 664 9,158 SH   SOLE   9,158 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,186 7,648 SH   SOLE   7,648 0 0
MCDONALDS CORP COM 580135101 422 2,032 SH   SOLE   2,032 0 0
MEDTRONIC PLC SHS g5960l103 408 4,189 SH   SOLE   4,189 0 0
MICROSOFT CORP COM 594918104 668 4,985 SH   SOLE   4,711 0 274
MONSTER BEVERAGE CORP NEW COM 61174x109 10,496 164,440 SH   SOLE   161,090 0 3,350
NETEASE INC SPONSORED ADR 64110w102 284 1,112 SH   SOLE   0 0 1,112
NIKE INC CL B 654106103 12,003 142,980 SH   SOLE   140,750 0 2,230
NMI HLDGS INC CL A 629209305 216 7,595 SH   SOLE   7,595 0 0
NOVO-NORDISK A S ADR 670100205 10,008 196,089 SH   SOLE   192,279 0 3,810
NV5 GLOBAL INC COM 62945v109 200 2,459 SH   SOLE   2,459 0 0
NVR INC COM 62944t105 711 211 SH   SOLE   211 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 720 4,822 SH   SOLE   4,822 0 0
OMEGA FLEX INC COM 682095104 207 2,693 SH   SOLE   2,693 0 0
OPERA LTD SPONSORED ADS 68373m107 137 13,115 SH   SOLE   13,115 0 0
PAYCOM SOFTWARE INC COM 70432v102 1,559 6,877 SH   SOLE   6,877 0 0
PAYLOCITY HLDG CORP COM 70438v106 612 6,526 SH   SOLE   6,526 0 0
PAYPAL HLDGS INC COM 70450y103 15,442 134,914 SH   SOLE   131,914 0 3,000
PAYSIGN INC COM 70451a104 270 20,182 SH   SOLE   20,182 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,154 14,433 SH   SOLE   14,433 0 0
ROSS STORES INC COM 778296103 668 6,744 SH   SOLE   6,744 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369y605 4,612 167,085 SH   SOLE   167,085 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369y886 410 6,880 SH   SOLE   6,880 0 0
SERVICENOW INC COM 81762p102 639 2,328 SH   SOLE   2,328 0 0
SHERWIN WILLIAMS CO COM 824348106 430 939 SH   SOLE   939 0 0
SKECHERS U S A INC CL A 830566105 721 22,905 SH   SOLE   22,905 0 0
SKYWORKS SOLUTIONS INC COM 83088m102 629 8,146 SH   SOLE   8,146 0 0
SMITH A O CORP COM 831865209 592 12,560 SH   SOLE   12,560 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417m104 232 3,720 SH   SOLE   3,720 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467x109 516 1,940 SH   SOLE   1,940 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103 5,447 18,592 SH   SOLE   18,592 0 0
SVB FINL GROUP COM 78486q101 627 2,792 SH   SOLE   2,792 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 219 5,596 SH   SOLE   0 0 5,596
TEXAS PAC LD TR SUB CTF PROP I T 882610108 753 957 SH   SOLE   957 0 0
THE TRADE DESK INC COM CL A 88339j105 1,406 6,171 SH   SOLE   6,171 0 0
THOR INDS INC COM 885160101 603 10,308 SH   SOLE   10,308 0 0
TORO CO COM 891092108 632 9,453 SH   SOLE   9,453 0 0
TRACTOR SUPPLY CO COM 892356106 14,380 132,169 SH   SOLE   129,884 0 2,285
TREX CO INC COM 89531p105 680 9,480 SH   SOLE   9,480 0 0
ULTA BEAUTY INC COM 90384s303 1,349 3,888 SH   SOLE   3,888 0 0
UNION PACIFIC CORP COM 907818108 433 2,563 SH   SOLE   2,563 0 0
UNITED TECHNOLOGIES CORP COM 913017109 383 2,944 SH   SOLE   2,944 0 0
UNITEDHEALTH GROUP INC COM 91324p102 345 1,412 SH   SOLE   1,412 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 512 5,857 SH   SOLE   5,857 0 0
VEEVA SYS INC CL A COM 922475108 1,464 9,029 SH   SOLE   9,029 0 0
VISA INC COM CL A 92826c839 1,413 8,142 SH   SOLE   6,407 0 1,735
WALMART INC COM 931142103 405 3,668 SH   SOLE   3,668 0 0