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
A.O. Smith COM 831865209 2,592 33,833 SH   SOLE   0 0 33,833
Adobe Systems COM 00724F101 163,547 1,740,969 SH   SOLE   0 0 1,740,969
Advance Auto Parts COM 00751Y106 75,865 504,055 SH   SOLE   0 0 504,055
Alphabet COM 02079K107 187,936 247,649 SH   SOLE   0 0 247,649
Amazon COM 023135106 182,165 269,518 SH   SOLE   0 0 269,518
Apple COM 037833100 144,996 1,377,505 SH   SOLE   0 0 1,377,505
Automatic Data Processing COM 053015103 35,322 416,922 SH   SOLE   0 0 416,922
Biogen COM 09062X103 27,793 90,723 SH   SOLE   0 0 90,723
BlackRock COM 09247X101 72,795 213,775 SH   SOLE   0 0 213,775
Boeing Co. COM 097023105 65,606 453,739 SH   SOLE   0 0 453,739
Bristol-Myers COM 110122108 58,942 856,834 SH   SOLE   0 0 856,834
Cabot Oil & Gas COM 127097103 427 24,117 SH   SOLE   0 0 24,117
Cerner COM 156782104 76,355 1,268,987 SH   SOLE   0 0 1,268,987
Chipotle Mexican Grill COM 169656105 2,241 4,671 SH   SOLE   0 0 4,671
Cisco Systems COM 17275R102 111,838 4,118,519 SH   SOLE   0 0 4,118,519
Citrix Systems COM 177376100 146,321 1,934,183 SH   SOLE   0 0 1,934,183
Costco COM 22160K105 84,389 522,535 SH   SOLE   0 0 522,535
CVS Health Corporation COM 126650100 99,767 1,020,423 SH   SOLE   0 0 1,020,423
DaVita COM 23918K108 74,127 1,063,357 SH   SOLE   0 0 1,063,357
Delphi Automotive plc COM G27823106 57,884 675,188 SH   SOLE   0 0 675,188
Dollar General COM 256677105 43,601 606,664 SH   SOLE   0 0 606,664
Donaldson COM 257651109 1,186 41,397 SH   SOLE   0 0 41,397
Ecolab Inc. COM 278865100 50,019 437,308 SH   SOLE   0 0 437,308
Envision Healthcare COM 29413U103 20,424 786,453 SH   SOLE   0 0 786,453
Facebook COM 30303M102 69,816 667,076 SH   SOLE   0 0 667,076
Fiserv, Inc. COM 337738108 3,902 42,668 SH   SOLE   0 0 42,668
FLIR Systems COM 302445101 1,213 43,220 SH   SOLE   0 0 43,220
Gilead Sciences COM 375558103 115,443 1,140,854 SH   SOLE   0 0 1,140,854
Global Payments COM 37940X102 2,652 41,114 SH   SOLE   0 0 41,114
GNC Holdings COM 36191G107 47,095 1,518,226 SH   SOLE   0 0 1,518,226
Greenhill & Co. COM 395259104 20,583 719,445 SH   SOLE   0 0 719,445
Healthcare Services Group COM 421906108 816 23,405 SH   SOLE   0 0 23,405
Honeywell International COM 438516106 96,916 935,750 SH   SOLE   0 0 935,750
IHS COM 451734107 44,067 372,097 SH   SOLE   0 0 372,097
IMAX COM 45245E109 2,398 67,487 SH   SOLE   0 0 67,487
Intl Business Machines COM 459200101 26,458 192,253 SH   SOLE   0 0 192,253
Intuit COM 461202103 47,675 494,038 SH   SOLE   0 0 494,038
IPG Photonics COM 44980X109 2,587 29,010 SH   SOLE   0 0 29,010
Keurig Green Mountain COM 49271m100 834 9,273 SH   SOLE   0 0 9,273
Lowe's Companies COM 548661107 86,074 1,131,957 SH   SOLE   0 0 1,131,957
Mead Johnson COM 582839106 44,498 563,625 SH   SOLE   0 0 563,625
Medivation COM 58501N101 37,061 766,678 SH   SOLE   0 0 766,678
Medtronic plc COM G5960L103 113,896 1,480,706 SH   SOLE   0 0 1,480,706
Microsoft COM 594918104 64,945 1,170,599 SH   SOLE   0 0 1,170,599
Middleby COM 596278101 1,087 10,081 SH   SOLE   0 0 10,081
Monster Beverage COM 61174x109 88,280 592,641 SH   SOLE   0 0 592,641
NIKE COM 654106103 73,346 1,173,542 SH   SOLE   0 0 1,173,542
PepsiCo COM 713448108 37,123 371,532 SH   SOLE   0 0 371,532
PRA Group COM 69354n106 1,562 45,018 SH   SOLE   0 0 45,018
Precision Castparts COM 740189105 66,490 286,581 SH   SOLE   0 0 286,581
Priceline Group COM 741503403 146,761 115,111 SH   SOLE   0 0 115,111
Quintiles COM 74876Y101 31,590 460,094 SH   SOLE   0 0 460,094
Restoration Hardware COM 761283100 44,455 559,538 SH   SOLE   0 0 559,538
Roper Technologies COM 776696106 79,426 418,494 SH   SOLE   0 0 418,494
Ross Stores COM 778296103 1,845 34,296 SH   SOLE   0 0 34,296
Southwest Airlines COM 844741108 126,205 2,930,912 SH   SOLE   0 0 2,930,912
Stericycle COM 858912108 1,781 14,766 SH   SOLE   0 0 14,766
Symantec Corporation COM 871503108 580 27,627 SH   SOLE   0 0 27,627
TD Ameritrade COM 87236Y108 64,488 1,857,908 SH   SOLE   0 0 1,857,908
Tiffany & Co. COM 886547108 2,024 26,524 SH   SOLE   0 0 26,524
Trimble Navigation Ltd. COM 896239100 1,121 52,270 SH   SOLE   0 0 52,270
Tupperware Brands COM 899896104 1,769 31,788 SH   SOLE   0 0 31,788
Twenty-First Century Fox COM 90130A101 66,113 2,434,222 SH   SOLE   0 0 2,434,222
Ulta COM 90384S303 3,330 18,000 SH   SOLE   0 0 18,000
Under Armour COM 904311107 67,589 838,471 SH   SOLE   0 0 838,471
UPS COM 911312106 38,045 395,359 SH   SOLE   0 0 395,359
Vertex Pharmaceuticals COM 92532F100 32,260 256,377 SH   SOLE   0 0 256,377
Visa COM 92826C839 187,444 2,417,073 SH   SOLE   0 0 2,417,073
Waters Corporation COM 941848103 2,551 18,953 SH   SOLE   0 0 18,953
Whole Foods Market COM 966837106 66,752 1,992,605 SH   SOLE   0 0 1,992,605
Yum! Brands COM 988498101 38,498 527,014 SH   SOLE   0 0 527,014