The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 3,713 | 77,828 | SH | SOLE | 0 | 0 | 0 | ||
| Activision Blizzard | COM | 00507V109 | 6,953 | 131,382 | SH | SOLE | 0 | 0 | 0 | ||
| Adobe Systems | COM | 00724F101 | 11,927 | 43,176 | SH | SOLE | 0 | 0 | 0 | ||
| Albany Int'l | COM | 012348108 | 6,290 | 69,769 | SH | SOLE | 0 | 0 | 0 | ||
| Alibaba Group Holdings ADR | COM | 01609W102 | 5,875 | 35,131 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-A | COM | 02079K305 | 5,894 | 4,827 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-C | COM | 02079K107 | 5,277 | 4,329 | SH | SOLE | 0 | 0 | 0 | ||
| Amazon.Com, Inc | COM | 023135106 | 14,556 | 8,385 | SH | SOLE | 0 | 0 | 0 | ||
| American Tower Corp Cl A | COM | 03027X100 | 4,311 | 19,495 | SH | SOLE | 0 | 0 | 0 | ||
| Amerisourcebergen Corp. | COM | 002919959 | 288 | 3,500 | SH | SOLE | 0 | 0 | 0 | ||
| Analog Devices Inc | COM | 032654105 | 4,700 | 42,062 | SH | SOLE | 0 | 0 | 0 | ||
| Apple Computer | COM | 037833100 | 1,346 | 6,010 | SH | SOLE | 0 | 0 | 0 | ||
| Bankamerica Corp. New | COM | 060505104 | 2,761 | 94,639 | SH | SOLE | 0 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 296 | 1,422 | SH | SOLE | 0 | 0 | 0 | ||
| Blackstone Group | COM | 09253U108 | 1,716 | 35,143 | SH | SOLE | 0 | 0 | 0 | ||
| Celanese Corp. | COM | 150870103 | 713 | 5,828 | SH | SOLE | 0 | 0 | 0 | ||
| ChevronTexaco Corp | COM | 166764100 | 1,002 | 8,446 | SH | SOLE | 0 | 0 | 0 | ||
| Cintas Corp. | COM | 172908105 | 7,647 | 28,523 | SH | SOLE | 0 | 0 | 0 | ||
| Citigroup | COM | 172967101 | 1,700 | 24,605 | SH | SOLE | 0 | 0 | 0 | ||
| Constellation Brands A | COM | 21036P108 | 6,636 | 32,012 | SH | SOLE | 0 | 0 | 0 | ||
| Costco Wholesale Corporation | COM | 22160K105 | 7,505 | 26,049 | SH | SOLE | 0 | 0 | 0 | ||
| Facebook Inc. Class A | COM | 30303M102 | 8,969 | 50,364 | SH | SOLE | 0 | 0 | 0 | ||
| Fidelity National Information Services I | COM | 31620M106 | 6,682 | 50,335 | SH | SOLE | 0 | 0 | 0 | ||
| Heron Therapeutics | COM | 427746102 | 2,591 | 140,078 | SH | SOLE | 0 | 0 | 0 | ||
| Home Depot | COM | 437076102 | 6,038 | 26,025 | SH | SOLE | 0 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 10,952 | 35,999 | SH | SOLE | 0 | 0 | 0 | ||
| Insulet Corp. | COM | 45784P101 | 7,856 | 47,634 | SH | SOLE | 0 | 0 | 0 | ||
| Iqvia Hldgs. | COM | 46266C105 | 4,620 | 30,929 | SH | SOLE | 0 | 0 | 0 | ||
| JP Morgan Chase & Co. | COM | 46625H100 | 2,405 | 20,438 | SH | SOLE | 0 | 0 | 0 | ||
| Merck & Co. | COM | 58933Y105 | 338 | 4,016 | SH | SOLE | 0 | 0 | 0 | ||
| Microsoft | COM | 594918104 | 10,714 | 77,064 | SH | SOLE | 0 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 535 | 12,542 | SH | SOLE | 0 | 0 | 0 | ||
| Netflix Inc. | COM | 64110l106 | 7,801 | 29,149 | SH | SOLE | 0 | 0 | 0 | ||
| Nike Inc. Class B | COM | 654106103 | 4,354 | 46,356 | SH | SOLE | 0 | 0 | 0 | ||
| Nvidia Corp. | COM | 67066G104 | 7,301 | 41,943 | SH | SOLE | 0 | 0 | 0 | ||
| Okta Inc. | COM | 679295105 | 5,452 | 55,375 | SH | SOLE | 0 | 0 | 0 | ||
| Ollie's Bargain Outlet | COM | 681116109 | 2,993 | 51,034 | SH | SOLE | 0 | 0 | 0 | ||
| PayPal Holdings | COM | 70450Y103 | 7,341 | 70,862 | SH | SOLE | 0 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 212 | 5,895 | SH | SOLE | 0 | 0 | 0 | ||
| Pool Corp. | COM | 73278L105 | 2,663 | 13,203 | SH | SOLE | 0 | 0 | 0 | ||
| Procter & Gamble | COM | 742718109 | 493 | 3,964 | SH | SOLE | 0 | 0 | 0 | ||
| S&P Global | COM | 78409V104 | 321 | 1,310 | SH | SOLE | 0 | 0 | 0 | ||
| Salesforce.com | COM | 79466L302 | 8,270 | 55,714 | SH | SOLE | 0 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762p102 | 2,340 | 9,217 | SH | SOLE | 0 | 0 | 0 | ||
| Stitch Fix, Inc. | COM | 860897107 | 1,112 | 57,741 | SH | SOLE | 0 | 0 | 0 | ||
| Stryker Corp. | COM | 863667101 | 2,065 | 9,545 | SH | SOLE | 0 | 0 | 0 | ||
| Synopsys Inc. | COM | 871607107 | 3,547 | 25,840 | SH | SOLE | 0 | 0 | 0 | ||
| Teladoc | COM | 87918A105 | 5,387 | 79,548 | SH | SOLE | 0 | 0 | 0 | ||
| Tempur Sealy International Inc | COM | 88023u101 | 1,270 | 16,450 | SH | SOLE | 0 | 0 | 0 | ||
| Tesla Motors Inc | COM | 88160r101 | 990 | 4,109 | SH | SOLE | 0 | 0 | 0 | ||
| The TJX Companies | COM | 872540109 | 1,197 | 21,475 | SH | SOLE | 0 | 0 | 0 | ||
| Thermo Fisher Scientific | COM | 883556102 | 9,736 | 33,426 | SH | SOLE | 0 | 0 | 0 | ||
| Union Pacific | COM | 907818108 | 215 | 1,326 | SH | SOLE | 0 | 0 | 0 | ||
| United Rentals | COM | 911363109 | 2,082 | 16,702 | SH | SOLE | 0 | 0 | 0 | ||
| United Technologies | COM | 913017109 | 279 | 2,041 | SH | SOLE | 0 | 0 | 0 | ||
| Visa Inc. | COM | 92826c839 | 15,286 | 88,865 | SH | SOLE | 0 | 0 | 0 | ||
| Zendesk Inc. | COM | 98936j101 | 4,073 | 55,890 | SH | SOLE | 0 | 0 | 0 | ||