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 2,990 30,264 SH   SOLE   0 0 30,264
Adobe Systems COM 00724F101 88,866 818,743 SH   SOLE   0 0 818,743
Advance Auto Parts COM 00751Y106 46,347 310,804 SH   SOLE   0 0 310,804
Affiliated Managers Group COM 008252108 2,179 15,057 SH   SOLE   0 0 15,057
Alphabet COM 02079K107 112,299 144,475 SH   SOLE   0 0 144,475
Amazon COM 023135106 117,414 140,228 SH   SOLE   0 0 140,228
Amphenol COM 032095101 1,824 28,101 SH   SOLE   0 0 28,101
Amplify Snack Brands COM 03211L102 2,249 138,827 SH   SOLE   0 0 138,827
Apple COM 037833100 95,445 844,275 SH   SOLE   0 0 844,275
Automatic Data Processing COM 053015103 34,602 392,318 SH   SOLE   0 0 392,318
B/E Aerospace COM 073302101 1,696 32,821 SH   SOLE   0 0 32,821
Biogen COM 09062X103 17,027 54,394 SH   SOLE   0 0 54,394
BlackRock COM 09247X101 46,458 128,174 SH   SOLE   0 0 128,174
Blue Buffalo Pet Products COM 09531U102 2,285 96,170 SH   SOLE   0 0 96,170
Boeing Co. COM 097023105 35,723 271,163 SH   SOLE   0 0 271,163
Bristol-Myers COM 110122108 22,378 415,024 SH   SOLE   0 0 415,024
Cabot Oil & Gas COM 127097103 796 30,860 SH   SOLE   0 0 30,860
Cerner COM 156782104 41,986 679,938 SH   SOLE   0 0 679,938
Check Point Software COM M22465104 21,945 282,766 SH   SOLE   0 0 282,766
Chipotle Mexican Grill COM 169656105 2,284 5,394 SH   SOLE   0 0 5,394
Cisco Systems COM 17275R102 36,565 1,152,728 SH   SOLE   0 0 1,152,728
Citrix Systems COM 177376100 23,246 272,773 SH   SOLE   0 0 272,773
Costco COM 22160K105 44,279 290,335 SH   SOLE   0 0 290,335
CVS Health Corporation COM 126650100 66,238 744,329 SH   SOLE   0 0 744,329
DaVita COM 23918K108 26,679 403,806 SH   SOLE   0 0 403,806
Delphi Automotive plc COM G27823106 29,714 416,625 SH   SOLE   0 0 416,625
Dollar General COM 256677105 34,172 488,240 SH   SOLE   0 0 488,240
Donaldson COM 257651109 1,545 41,397 SH   SOLE   0 0 41,397
Eagle Materials COM 26969P108 1,784 23,084 SH   SOLE   0 0 23,084
Ecolab COM 278865100 31,811 261,346 SH   SOLE   0 0 261,346
Electronic Arts COM 285512109 2,000 23,415 SH   SOLE   0 0 23,415
Envision Healthcare COM 29413U103 18,342 823,627 SH   SOLE   0 0 823,627
Facebook COM 30303M102 51,435 400,990 SH   SOLE   0 0 400,990
Fiserv COM 337738108 3,229 32,462 SH   SOLE   0 0 32,462
FLIR Systems COM 302445101 1,619 51,525 SH   SOLE   0 0 51,525
Gilead Sciences COM 375558103 53,968 682,102 SH   SOLE   0 0 682,102
Global Payments COM 37940X102 3,405 44,354 SH   SOLE   0 0 44,354
Hologic COM 436440101 26,035 670,493 SH   SOLE   0 0 670,493
Honeywell International COM 438516106 71,466 612,965 SH   SOLE   0 0 612,965
IHS Markit Ltd COM G47567105 19,686 524,273 SH   SOLE   0 0 524,273
IMAX COM 45245E109 2,696 93,076 SH   SOLE   0 0 93,076
Intl Business Machines COM 459200101 27,085 170,507 SH   SOLE   0 0 170,507
Intuit COM 461202103 33,740 306,702 SH   SOLE   0 0 306,702
IPG Photonics COM 44980X109 2,389 29,010 SH   SOLE   0 0 29,010
JetBlue Airways COM 477143101 2,699 156,564 SH   SOLE   0 0 156,564
Lowe's Companies COM 548661107 58,434 809,222 SH   SOLE   0 0 809,222
Mead Johnson COM 582839106 33,906 429,136 SH   SOLE   0 0 429,136
Medtronic plc COM G5960L103 43,955 508,741 SH   SOLE   0 0 508,741
Microsoft COM 594918104 77,668 1,348,398 SH   SOLE   0 0 1,348,398
Middleby COM 596278101 1,781 14,406 SH   SOLE   0 0 14,406
Monster Beverage COM 61174x109 53,472 364,228 SH   SOLE   0 0 364,228
NIKE COM 654106103 51,086 970,302 SH   SOLE   0 0 970,302
NXP Semiconductors COM N6596X109 45,460 445,640 SH   SOLE   0 0 445,640
PepsiCo COM 713448108 24,450 224,782 SH   SOLE   0 0 224,782
PRA Group COM 69354n106 1,555 45,018 SH   SOLE   0 0 45,018
Priceline Group COM 741503403 82,305 55,933 SH   SOLE   0 0 55,933
Quintiles COM 74876Y101 39,001 481,137 SH   SOLE   0 0 481,137
Restoration Hardware COM 761283100 971 28,078 SH   SOLE   0 0 28,078
Roper Technologies COM 776696106 46,731 256,105 SH   SOLE   0 0 256,105
Ross Stores COM 778296103 2,205 34,296 SH   SOLE   0 0 34,296
SBA Communications COM 78388J106 25,879 230,732 SH   SOLE   0 0 230,732
Southwest Airlines COM 844741108 61,442 1,579,897 SH   SOLE   0 0 1,579,897
Starbucks COM 855244109 40,098 740,644 SH   SOLE   0 0 740,644
Symantec Corporation COM 871503108 1,040 41,453 SH   SOLE   0 0 41,453
TD Ameritrade COM 87236Y108 40,849 1,159,175 SH   SOLE   0 0 1,159,175
Tiffany & Co. COM 886547108 1,926 26,524 SH   SOLE   0 0 26,524
Tupperware Brands COM 899896104 2,078 31,788 SH   SOLE   0 0 31,788
Twenty-First Century Fox COM 90130A101 35,234 1,454,750 SH   SOLE   0 0 1,454,750
Tyler Technologies COM 902252105 33,725 196,956 SH   SOLE   0 0 196,956
Ulta COM 90384S303 3,862 16,230 SH   SOLE   0 0 16,230
Ultimate Software Group COM 90385D107 2,140 10,472 SH   SOLE   0 0 10,472
Under Armour COM 904311107 40,495 1,046,925 SH   SOLE   0 0 1,046,925
UPS COM 911312106 64,974 594,130 SH   SOLE   0 0 594,130
VCA COM 918194101 957 13,675 SH   SOLE   0 0 13,675
Vertex Pharmaceuticals COM 92532F100 19,246 220,688 SH   SOLE   0 0 220,688
Visa COM 92826C839 117,161 1,416,701 SH   SOLE   0 0 1,416,701
Waters Corporation COM 941848103 2,686 16,950 SH   SOLE   0 0 16,950
Whole Foods Market COM 966837106 37,487 1,322,282 SH   SOLE   0 0 1,322,282
Zoetis COM 98978V103 34,361 660,665 SH   SOLE   0 0 660,665