Q1 2019 Holdings
Filed 2019-04-25 | 55 holdings | $31.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Systems(ADBE) | COM | 00724F101 | $12.1M | 45,483 | 39.0% |
| Alibaba Group Holdings ADR(BABA) | COM | 01609W102 | $6.5M | 35,727 | 21.0% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $6.5M | 26,910 | 21.0% |
| Constellation Brands A(STZ) | COM | 21036P108 | $5.7M | 32,532 | 18.4% |
| Amazon.Com, Inc(AMZN) | COM | 023135106 | $15.8K | 8,853 | 0.1% |
| Visa Inc.(V) | COM | 92826C839 | $15.0K | 95,744 | 0.0% |
| Illumina Inc.(ILMN) | COM | 452327109 | $11.8K | 37,845 | 0.0% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $10.8K | 30,168 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $9.6K | 35,146 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $9.4K | 80,108 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $8.7K | 55,056 | 0.0% |
| Facebook Inc. Class A(META) | COM | 30303M102 | $8.7K | 52,276 | 0.0% |
| Nvidia Corp.(NVDA) | COM | 67066G104 | $7.9K | 43,732 | 0.0% |
| PayPal Holdings(PYPL) | COM | 70450Y103 | $7.5K | 72,503 | 0.0% |
| Fidelity National Information Services I(FIS) | COM | 31620M106 | $6.3K | 55,280 | 0.0% |
| Activision Blizzard(ATVIEUR) | COM | 00507V109 | $6.0K | 131,475 | 0.0% |
| Cintas Corp.(CTAS) | COM | 172908105 | $5.9K | 28,971 | 0.0% |
| Alphabet Inc. Cl(GOOGL) | COM | 02079K305 | $5.8K | 4,959 | 0.0% |
| Alphabet Inc. Cl(GOOG) | COM | 02079K107 | $5.2K | 4,463 | 0.0% |
| Home Depot(HD) | COM | 437076102 | $5.2K | 27,214 | 0.0% |
| Okta Inc.(OKTA) | COM | 679295105 | $5.1K | 61,505 | 0.0% |
| Albany Int'l(AIN) | COM | 012348108 | $5.0K | 69,740 | 0.0% |
| Insulet Corp.(PODD) | COM | 45784P101 | $4.7K | 49,591 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $4.6K | 43,882 | 0.0% |
| Teladoc(TDOC) | COM | 87918A105 | $4.6K | 82,453 | 0.0% |
| Ollie's Bargain Outlet(OLLI) | COM | 681116109 | $4.4K | 51,257 | 0.0% |
| A.O. Smith(AOS) | COM | 831865209 | $4.1K | 77,727 | 0.0% |
| American Tower Corp Cl A(AMT) | COM | 03027X100 | $4.1K | 20,950 | 0.0% |
| Celanese Corp.(CE) | COM | 150870103 | $4.1K | 41,137 | 0.0% |
| Nike Inc. Class B(NKE) | COM | 654106103 | $3.8K | 44,799 | 0.0% |
| Heron Therapeutics(HRTX) | COM | 427746102 | $3.5K | 142,137 | 0.0% |
| Iqvia Hldgs.(IQV) | COM | 46266C105 | $3.2K | 22,308 | 0.0% |
| Synopsys Inc.(SNPS) | COM | 871607107 | $3.1K | 27,047 | 0.0% |
| Bankamerica Corp. New(BAC) | COM | 060505104 | $2.7K | 97,358 | 0.0% |
| Pool Corp.(POOL) | COM | 73278L105 | $2.4K | 14,415 | 0.0% |
| Cactus Inc.(WHD) | COM | 127203107 | $2.3K | 63,520 | 0.0% |
| JP Morgan Chase & Co.(JPM) | COM | 46625H100 | $2.1K | 20,402 | 0.0% |
| Citigroup | COM | 172967101 | $2.0K | 32,390 | 0.0% |
| United Rentals(URI) | COM | 911363109 | $1.9K | 16,622 | 0.0% |
| Stryker Corp.(SYK) | COM | 863667101 | $1.8K | 9,320 | 0.0% |
| ServiceNow Inc.(NOW) | COM | 81762P102 | $1.5K | 6,270 | 0.0% |
| Stitch Fix, Inc.(SFIX) | COM | 860897107 | $1.4K | 48,828 | 0.0% |
| Blackstone Group(BXUSD) | COM | 09253U108 | $1.3K | 36,910 | 0.0% |
| The TJX Companies(TJX) | COM | 872540109 | $1.2K | 22,065 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $1.2K | 4,151 | 0.0% |
| Saia Inc.(SAIA) | COM | 78709Y105 | $1.1K | 18,590 | 0.0% |
| Apple Computer(AAPL) | COM | 037833100 | $809 | 4,258 | 0.0% |
| ChevronTexaco Corp(CVX) | COM | 166764100 | $746 | 6,054 | 0.0% |
| Colliers Int'l Group(CIGI) | COM | 194693107 | $683 | 10,235 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $663 | 15,720 | 0.0% |