| Advanced Micro Devices(AMD) | COM | 007903107 | $1.9M | 42,217 | 23.5% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $1.4M | 4,967 | 17.4% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $950.0K | 8,725 | 11.6% |
| Charter Communications cl A(CHTR) | COM | 16119P108 | $939.0K | 2,153 | 11.5% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $908.0K | 2,854 | 11.1% |
| Cadence Design Systems, Inc.(CDNS) | COM | 127387108 | $725.0K | 10,981 | 8.9% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $632.0K | 6,906 | 7.7% |
| Burlington Stores, Inc.(BURL) | COM | 122017106 | $467.0K | 2,944 | 5.7% |
| Bio-Rad Laboratories Cl A(BIO) | COM | 090572207 | $116.0K | 331 | 1.4% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $7.5K | 47,751 | 0.1% |
| iShares Barclays 7 10 yr Tr Bd(IEF) | ETF | 464287440 | $6.0K | 49,229 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $4.8K | 18,881 | 0.1% |
| Spdr Utilities Select(XLU) | ETF | 81369Y886 | $1.8K | 33,041 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $1.7K | 6,606 | 0.0% |
| Visa Inc.(V) | COM | 92826C839 | $1.5K | 9,421 | 0.0% |
| CoStar Group, Inc.(CSGP) | COM | 22160N109 | $1.4K | 2,392 | 0.0% |
| Spdr Cons Staples Slct(XLP) | ETF | 81369Y308 | $1.3K | 24,440 | 0.0% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $1.2K | 1,061 | 0.0% |
| iShares Core US Aggrgt Bd ETF(AGG) | ETF | 464287226 | $1.2K | 10,592 | 0.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $1.2K | 1,051 | 0.0% |
| Lam Research Corporation(LRCXEUR) | COM | 512807108 | $1.2K | 5,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $1.1K | 2,283 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $1.1K | 12,044 | 0.0% |
| Seattle Genetics, Inc. | COM | 812578102 | $1.0K | 9,090 | 0.0% |
| iShares Select Dividend ETF(DVY) | ETF | 464287168 | $1.0K | 13,857 | 0.0% |
| West Pharmaceutical Svcs(WST) | COM | 955306105 | $1.0K | 6,653 | 0.0% |
| Fortinet, Inc.(FTNT) | COM | 34959E109 | $1.0K | 9,992 | 0.0% |
| Teledyne Technologies Inc.(TDY) | COM | 879360105 | $985 | 3,315 | 0.0% |
| Booz Allen Hamilton cl A(BAH) | COM | 099502106 | $984 | 14,334 | 0.0% |
| DexCom, Inc.(DXCM) | COM | 252131107 | $914 | 3,395 | 0.0% |
| Teradyne Inc.(TER) | COM | 880770102 | $914 | 16,864 | 0.0% |
| KLA Corporation(KLAC) | COM | 482480100 | $898 | 6,244 | 0.0% |
| Edwards Lifesciences Corp.(EW) | COM | 28176E108 | $864 | 4,581 | 0.0% |
| Msci Inc.(MSCI) | COM | 55354G100 | $848 | 2,934 | 0.0% |
| Citrix Systems Inc.(CTXSEUR) | COM | 177376100 | $835 | 5,898 | 0.0% |
| Target Corporation(TGT) | COM | 87612E106 | $816 | 8,778 | 0.0% |
| Zoetis Inc.(ZTS) | COM | 98978V103 | $804 | 6,831 | 0.0% |
| ResMed Inc.(RMD) | COM | 761152107 | $791 | 5,367 | 0.0% |
| Fiserv Inc.(FISV) | COM | 337738108 | $781 | 8,220 | 0.0% |
| iShares iBoxx Inves Grd Corp(LQD) | ETF | 464287242 | $778 | 6,296 | 0.0% |
| Fidelity National Info Srv(FIS) | COM | 31620M106 | $777 | 6,388 | 0.0% |
| DaVita HealthCare Partners Inc(DVA) | COM | 23918K108 | $771 | 10,138 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $758 | 1,159 | 0.0% |
| Applied Materials Inc.(AMAT) | COM | 038222105 | $749 | 16,336 | 0.0% |
| Liberty Broadband Corp Sr C(LBRDK) | COM | 530307305 | $745 | 6,728 | 0.0% |
| Equinix Inc(EQIX) | REIT | 29444U700 | $744 | 1,192 | 0.0% |
| Tyler Technologies Inc.(TYL) | COM | 902252105 | $740 | 2,494 | 0.0% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $723 | 371 | 0.0% |
| Scotts Miracle-Gro Co(SMG) | COM | 810186106 | $720 | 7,034 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $718 | 5,187 | 0.0% |