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 |
| 3M Co | COM | 88579Y101 | 311 | 1,415 | SH | SOLE | 0 | 0 | 0 | ||
| Aclaris Therapeutics | COM | 00461U105 | 774 | 44,200 | SH | SOLE | 0 | 0 | 0 | ||
| Activision Blizzard | COM | 00507V109 | 10,372 | 153,743 | SH | SOLE | 0 | 0 | 0 | ||
| Adobe Systems | COM | 00724F101 | 12,031 | 55,679 | SH | SOLE | 0 | 0 | 0 | ||
| Affiliated Mgrs Group | COM | 008252108 | 2,468 | 13,020 | SH | SOLE | 0 | 0 | 0 | ||
| Alibaba Group Holdings ADR | COM | 01609W102 | 7,831 | 42,664 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-A | COM | 02079K305 | 6,192 | 5,970 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Cl-C | COM | 02079K107 | 5,807 | 5,628 | SH | SOLE | 0 | 0 | 0 | ||
| Amazon.Com, Inc | COM | 023135106 | 16,618 | 11,482 | SH | SOLE | 0 | 0 | 0 | ||
| American Tower Corp Cl A | COM | 03027X100 | 2,956 | 20,338 | SH | SOLE | 0 | 0 | 0 | ||
| Amerisourcebergen Corp. | COM | 002919959 | 302 | 3,500 | SH | SOLE | 0 | 0 | 0 | ||
| Apple Computer | COM | 037833100 | 469 | 2,796 | SH | SOLE | 0 | 0 | 0 | ||
| Bankamerica Corp. New | COM | 060505104 | 3,753 | 125,154 | SH | SOLE | 0 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 355 | 1,780 | SH | SOLE | 0 | 0 | 0 | ||
| Blackstone Group | COM | 09253U108 | 1,521 | 47,600 | SH | SOLE | 0 | 0 | 0 | ||
| Camping World Hldg. | COM | 13462K109 | 1,699 | 52,680 | SH | SOLE | 0 | 0 | 0 | ||
| Caterpillar Inc. | COM | 149123101 | 4,469 | 30,324 | SH | SOLE | 0 | 0 | 0 | ||
| Cedar Fair LP Dep Unit | COM | 150185106 | 1,242 | 19,445 | SH | SOLE | 0 | 0 | 0 | ||
| Celanese Corp. | COM | 150870103 | 4,701 | 46,910 | SH | SOLE | 0 | 0 | 0 | ||
| Celgene Corp. | COM | 151020104 | 6,066 | 67,996 | SH | SOLE | 0 | 0 | 0 | ||
| ChevronTexaco Corp | COM | 166764100 | 836 | 7,328 | SH | SOLE | 0 | 0 | 0 | ||
| Citigroup | COM | 172967101 | 3,182 | 47,135 | SH | SOLE | 0 | 0 | 0 | ||
| Citizens Finc'l Grp. | COM | 174610105 | 1,984 | 47,263 | SH | SOLE | 0 | 0 | 0 | ||
| CoStar Group | COM | 22160n109 | 3,986 | 10,990 | SH | SOLE | 0 | 0 | 0 | ||
| Eagle Materials Inc. | COM | 26969p108 | 5,407 | 52,465 | SH | SOLE | 0 | 0 | 0 | ||
| Facebook Inc. Class A | COM | 30303M102 | 13,497 | 84,470 | SH | SOLE | 0 | 0 | 0 | ||
| Fedex Corp. | COM | 31428X106 | 5,376 | 22,388 | SH | SOLE | 0 | 0 | 0 | ||
| Fidelity National Information Services I | COM | 31620M106 | 7,634 | 79,272 | SH | SOLE | 0 | 0 | 0 | ||
| GTT Communications | COM | 362393100 | 4,221 | 74,445 | SH | SOLE | 0 | 0 | 0 | ||
| Home Depot | COM | 437076102 | 5,337 | 29,942 | SH | SOLE | 0 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 10,704 | 45,277 | SH | SOLE | 0 | 0 | 0 | ||
| Insulet Corp. | COM | 45784P101 | 5,263 | 60,713 | SH | SOLE | 0 | 0 | 0 | ||
| JP Morgan Chase & Co. | COM | 46625H100 | 2,332 | 21,207 | SH | SOLE | 0 | 0 | 0 | ||
| LCI Ind. | COM | 50189K103 | 3,396 | 32,610 | SH | SOLE | 0 | 0 | 0 | ||
| Microsemi Corp. | COM | 595137100 | 5,003 | 77,295 | SH | SOLE | 0 | 0 | 0 | ||
| Microsoft | COM | 594918104 | 8,516 | 93,300 | SH | SOLE | 0 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 1,326 | 24,572 | SH | SOLE | 0 | 0 | 0 | ||
| Netflix Inc. | COM | 64110l106 | 11,055 | 37,431 | SH | SOLE | 0 | 0 | 0 | ||
| Nike Inc. Class B | COM | 654106103 | 2,321 | 34,932 | SH | SOLE | 0 | 0 | 0 | ||
| Nvidia Corp. | COM | 67066G104 | 13,584 | 58,655 | SH | SOLE | 0 | 0 | 0 | ||
| NXP Semiconductors N.V. | COM | n6596x109 | 3,134 | 26,790 | SH | SOLE | 0 | 0 | 0 | ||
| Okta Inc. | COM | 679295105 | 3,199 | 80,280 | SH | SOLE | 0 | 0 | 0 | ||
| Ollie's Bargain Outlet | COM | 681116109 | 1,424 | 23,615 | SH | SOLE | 0 | 0 | 0 | ||
| ON Semiconductor | COM | 682189105 | 2,201 | 89,980 | SH | SOLE | 0 | 0 | 0 | ||
| PayPal Holdings | COM | 70450Y103 | 5,894 | 77,686 | SH | SOLE | 0 | 0 | 0 | ||
| Pool Corp. | COM | 73278L105 | 3,346 | 22,880 | SH | SOLE | 0 | 0 | 0 | ||
| Portola Pharmaceuticals | COM | 737010108 | 4,089 | 125,210 | SH | SOLE | 0 | 0 | 0 | ||
| Royal Dutch Shell PLC-ADR A | COM | 780259206 | 263 | 4,114 | SH | SOLE | 0 | 0 | 0 | ||
| S&P Global | COM | 78409V104 | 702 | 3,674 | SH | SOLE | 0 | 0 | 0 | ||
| Saia Inc. | COM | 78709Y105 | 565 | 7,515 | SH | SOLE | 0 | 0 | 0 | ||
| Salesforce.com | COM | 79466L302 | 7,548 | 64,897 | SH | SOLE | 0 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762p102 | 1,290 | 7,795 | SH | SOLE | 0 | 0 | 0 | ||
| Starbucks Corp | COM | 855244109 | 3,988 | 68,893 | SH | SOLE | 0 | 0 | 0 | ||
| Sun Life Financial Services of CDA | COM | 866796105 | 349 | 8,482 | SH | SOLE | 0 | 0 | 0 | ||
| Synopsys Inc. | COM | 871607107 | 3,194 | 38,375 | SH | SOLE | 0 | 0 | 0 | ||
| Talend SA | COM | 874224207 | 1,428 | 29,685 | SH | SOLE | 0 | 0 | 0 | ||
| Teladoc | COM | 87918A105 | 2,552 | 63,325 | SH | SOLE | 0 | 0 | 0 | ||
| Tesla Motors Inc | COM | 88160r101 | 1,236 | 4,643 | SH | SOLE | 0 | 0 | 0 | ||
| The TJX Companies | COM | 872540109 | 492 | 6,032 | SH | SOLE | 0 | 0 | 0 | ||
| Thermo Fisher Scientific | COM | 883556102 | 8,857 | 42,897 | SH | SOLE | 0 | 0 | 0 | ||
| United Rentals | COM | 911363109 | 4,782 | 27,684 | SH | SOLE | 0 | 0 | 0 | ||
| United Technologies | COM | 913017109 | 1,084 | 8,618 | SH | SOLE | 0 | 0 | 0 | ||
| Visa Inc. | COM | 92826c839 | 14,543 | 121,579 | SH | SOLE | 0 | 0 | 0 | ||