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
ABBOTT LABS COM 002824100 1,945 36,452 SH   SOLE   5,884 0 30,568
ABBVIE INC COM 00287Y109 2,270 25,551 SH   SOLE   4,091 0 21,460
ACTIVISION BLIZZARD INC COM 00507V109 3,077 47,700 SH   SOLE   9,268 0 38,432
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,249 13,022 SH   SOLE   3,154 89 9,779
ALIGN TECHNOLOGY INC COM 016255101 3,579 19,216 SH   SOLE   4,482 61 14,673
ALPHABET INC CAP STK CL C 02079K107 2,135 2,226 SH   SOLE   348 0 1,878
ALPHABET INC CAP STK CL A 02079K305 2,376 2,440 SH   SOLE   388 0 2,052
AMAZON COM INC COM 023135106 3,761 3,912 SH   SOLE   617 0 3,295
AMETEK INC NEW COM 031100100 1,936 29,320 SH   SOLE   5,488 0 23,832
APPLE INC COM 037833100 6,836 44,355 SH   SOLE   7,125 0 37,230
APPLIED MATLS INC COM 038222105 1,533 29,436 SH   SOLE   4,752 0 24,684
AUTODESK INC COM 052769106 2,686 23,925 SH   SOLE   6,453 143 17,329
AXT INC COM 00246W103 1,144 125,078 SH   SOLE   77,211 604 47,263
BGC PARTNERS INC CL A 05541T101 1,363 94,173 SH   SOLE   58,320 441 35,412
BLUCORA INC COM 095229100 3,004 118,748 SH   SOLE   61,909 948 55,891
BOEING CO COM 097023105 2,950 11,603 SH   SOLE   2,576 53 8,974
BRINKS CO COM 109696104 3,944 46,811 SH   SOLE   24,134 345 22,332
BROOKS AUTOMATION INC COM 114340102 2,386 78,576 SH   SOLE   37,355 680 40,541
BUILDERS FIRSTSOURCE INC COM 12008R107 1,389 77,184 SH   SOLE   47,747 361 29,076
CATERPILLAR INC DEL COM 149123101 890 7,133 SH   SOLE   1,006 0 6,127
CBOE HLDGS INC COM 12503M108 279 2,594 SH   SOLE   1,203 0 1,391
CELGENE CORP COM 151020104 1,952 13,388 SH   SOLE   2,136 0 11,252
CHEMOURS CO COM 163851108 2,224 43,951 SH   SOLE   9,227 0 34,724
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 2,298 19,343 SH   SOLE   7,608 43 11,692
CIGNA CORPORATION COM 125509109 1,908 10,204 SH   SOLE   1,648 0 8,556
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,971 27,172 SH   SOLE   5,080 0 22,092
COMCAST CORP NEW CL A 20030N101 1,475 38,327 SH   SOLE   6,028 0 32,299
CONSTELLATION BRANDS INC CL A 21036P108 1,840 9,227 SH   SOLE   1,488 0 7,739
CSX CORP COM 126408103 1,924 35,466 SH   SOLE   5,725 0 29,741
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,272 31,437 SH   SOLE   19,036 156 12,245
ESSENT GROUP LTD COM G3198U102 957 23,626 SH   SOLE   16,077 147 7,402
EURONET WORLDWIDE INC COM 298736109 1,198 12,641 SH   SOLE   7,886 58 4,697
EXELIXIS INC COM 30161Q104 1,231 50,818 SH   SOLE   31,705 234 18,879
EXTREME NETWORKS INC COM 30226D106 1,387 116,656 SH   SOLE   71,415 574 44,667
FACEBOOK INC CL A 30303M102 5,012 29,333 SH   SOLE   4,724 0 24,609
FERRO CORP COM 315405100 1,438 64,483 SH   SOLE   39,895 302 24,286
FIRSTCASH INC COM 33767D105 913 14,450 SH   SOLE   8,749 72 5,629
FORMFACTOR INC COM 346375108 1,260 74,758 SH   SOLE   41,211 291 33,256
FOX FACTORY HLDG CORP COM 35138V102 1,055 24,479 SH   SOLE   14,677 114 9,688
HARRIS CORP DEL COM 413875105 2,339 17,761 SH   SOLE   3,678 0 14,083
HOME DEPOT INC COM 437076102 2,049 12,529 SH   SOLE   2,024 0 10,505
ICHOR HOLDINGS SHS G4740B105 425 15,845 SH   SOLE   6,629 0 9,216
ICON PLC SHS G4705A100 1,359 11,934 SH   SOLE   7,487 56 4,391
INTERXION HOLDING N.V SHS N47279109 918 18,019 SH   SOLE   11,062 89 6,868
IPG PHOTONICS CORP COM 44980X109 2,197 11,874 SH   SOLE   1,900 0 9,974
ISHARES TR RUS 2000 GRW ETF 464287648 249 1,389 SH   SOLE   708 0 681
ITRON INC COM 465741106 733 9,466 SH   SOLE   6,442 59 2,965
LENDINGTREE INC NEW COM 52603B107 750 3,068 SH   SOLE   2,088 19 961
LITTELFUSE INC COM 537008104 1,339 6,837 SH   SOLE   4,229 32 2,576
LPL FINL HLDGS INC COM 50212V100 1,364 26,457 SH   SOLE   16,371 124 9,962
MALIBU BOATS INC COM CL A 56117J100 815 25,746 SH   SOLE   17,510 160 8,076
MASTERCARD INCORPORATED CL A 57636Q104 2,129 15,078 SH   SOLE   2,409 0 12,669
MERCURY SYS INC COM 589378108 789 15,206 SH   SOLE   10,348 95 4,763
MERIT MED SYS INC COM 589889104 1,258 29,713 SH   SOLE   18,209 142 11,362
MICROCHIP TECHNOLOGY INC COM 595017104 273 3,037 SH   SOLE   1,411 0 1,626
MICROSOFT CORP COM 594918104 4,700 63,098 SH   SOLE   10,198 0 52,900
MONOLITHIC PWR SYS INC COM 609839105 1,569 14,726 SH   SOLE   9,169 67 5,490
MSA SAFETY INC COM 553498106 949 11,940 SH   SOLE   8,035 76 3,829
MSCI INC COM 55354G100 3,439 29,419 SH   SOLE   7,190 117 22,112
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,425 50,706 SH   SOLE   29,815 225 20,666
ON ASSIGNMENT INC COM 682159108 953 17,762 SH   SOLE   11,969 113 5,680
PAYCOM SOFTWARE INC COM 70432V102 1,189 15,863 SH   SOLE   10,795 99 4,969
PEGASYSTEMS INC COM 705573103 820 14,231 SH   SOLE   9,680 89 4,462
PERFORMANCE FOOD GROUP CO COM 71377A103 915 32,385 SH   SOLE   22,029 201 10,155
PLANET FITNESS INC CL A 72703H101 1,135 42,067 SH   SOLE   29,058 242 12,767
PRA HEALTH SCIENCES INC COM 69354M108 2,696 35,389 SH   SOLE   14,987 90 20,312
PROOFPOINT INC COM 743424103 2,273 26,061 SH   SOLE   11,003 66 14,992
PULTE GROUP INC COM 745867101 2,037 74,541 SH   SOLE   13,804 0 60,737
QUANTA SVCS INC COM 74762E102 1,276 34,137 SH   SOLE   21,180 160 12,797
QUINTILES IMS HOLDINGS INC COM 74876Y101 357 3,760 SH   SOLE   1,735 0 2,025
RAYTHEON CO COM NEW 755111507 3,918 20,997 SH   SOLE   4,366 73 16,558
REALPAGE INC COM 75606N109 1,717 43,036 SH   SOLE   18,723 113 24,200
ROGERS CORP COM 775133101 3,049 22,876 SH   SOLE   12,083 180 10,613
RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 682 7,137 SH   SOLE   1,291 0 5,846
S&P GLOBAL INC COM 78409V104 1,946 12,449 SH   SOLE   2,327 0 10,122
SALESFORCE COM INC COM 79466L302 1,844 19,741 SH   SOLE   3,186 0 16,555
SERVICENOW INC COM 81762P102 3,584 30,492 SH   SOLE   7,258 144 23,090
SHERWIN WILLIAMS CO COM 824348106 2,997 8,371 SH   SOLE   1,860 39 6,472
SHOPIFY INC CL A 82509L107 881 7,566 SH   SOLE   5,149 47 2,370
SILICON LABORATORIES INC COM 826919102 1,034 12,936 SH   SOLE   8,145 59 4,732
SPDR SERIES TRUST S&P BIOTECH 78464A870 248 2,870 SH   SOLE   870 0 2,000
SQUARE INC CL A 852234103 3,240 112,468 SH   SOLE   30,217 631 81,620
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,175 21,277 SH   SOLE   8,436 45 12,796
TOLL BROTHERS INC COM 889478103 1,190 28,700 SH   SOLE   6,602 0 22,098
TOPBUILD CORP COM 89055F103 2,512 38,539 SH   SOLE   20,188 353 17,998
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,479 80,606 SH   SOLE   39,705 662 40,239
UNITEDHEALTH GROUP INC COM 91324P102 2,899 14,803 SH   SOLE   2,382 0 12,421
UNIVERSAL DISPLAY CORP COM 91347P105 750 5,821 SH   SOLE   3,959 36 1,826
VAIL RESORTS INC COM 91879Q109 1,029 4,510 SH   SOLE   2,816 21 1,673
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 1,158 9,228 SH   SOLE   9,228 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,349 15,386 SH   SOLE   15,386 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 546 12,526 SH   SOLE   4,384 0 8,142
VARONIS SYS INC COM 922280102 1,305 31,153 SH   SOLE   19,263 145 11,745
VISA INC COM CL A 92826C839 2,587 24,584 SH   SOLE   3,958 0 20,626
VISTEON CORP COM NEW 92839U206 2,172 17,547 SH   SOLE   10,948 81 6,518
VOCERA COMMUNICATIONS INC COM 92857F107 1,063 33,897 SH   SOLE   20,737 166 12,994