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
ASML Hldg NV NY Reg Shs COM N07059210 4,119 5,528 SH   SOLE   5,185 0 343
Adobe Inc. COM 00724F101 35,152 61,057 SH   SOLE   55,737 0 5,320
Advanced Micro Devices COM 007903107 4,736 46,030 SH   SOLE   42,857 0 3,173
Adyen N.V. COM N3501V104 202 72 SH   SOLE   72 0 0
Align Technology Inc COM 016255101 22,518 33,840 SH   SOLE   31,521 0 2,319
Alphabet Inc. Class C COM 02079K107 213 80 SH   SOLE   80 0 0
Amazon.com Inc. COM 023135106 56,552 17,215 SH   SOLE   15,945 0 1,270
American Tower Corporation COM 03027X100 544 2,050 SH   SOLE   1,250 0 800
Apple Inc. COM 037833100 20,838 147,262 SH   SOLE   137,193 0 10,069
Atlassian Corporation Plc COM G06242104 240 613 SH   SOLE   613 0 0
Autodesk Inc. COM 052769106 24,529 86,014 SH   SOLE   79,841 0 6,173
Burlington Stores, Inc. COM 122017106 16,145 56,935 SH   SOLE   53,292 0 3,643
Chipotle Mexican Grill COM 169656105 20,758 11,421 SH   SOLE   10,610 0 811
De Sammensluttede Vognmaend AF COM K31864117 232 936 SH   SOLE   936 0 0
DexCom, Inc. COM 252131107 24,796 45,342 SH   SOLE   42,181 0 3,161
EQT AB COM W3R27C102 215 5,137 SH   SOLE   5,137 0 0
Edwards Lifesciences Corp. COM 28176E108 18,523 163,619 SH   SOLE   151,986 0 11,633
Eurofins Scientific Nante COM L31839134 243 1,857 SH   SOLE   1,857 0 0
Facebook, Inc. cl A COM 30303M102 25,544 75,263 SH   SOLE   69,571 0 5,692
Insulet Corp COM 45784P101 15,706 55,259 SH   SOLE   51,689 0 3,570
Intuitive Surgical, Inc. COM 46120E602 25,820 25,972 SH   SOLE   24,324 0 1,648
Johnson Controls, Inc. COM G51502105 2,485 36,498 SH   SOLE   36,498 0 0
Lonza Group AG COM H50524133 206 274 SH   SOLE   274 0 0
Lululemon Athletica Inc. COM 550021109 18,936 46,789 SH   SOLE   43,324 0 3,465
Mastercard Inc. COM 57636Q104 41,911 120,544 SH   SOLE   111,499 0 9,045
MercadoLibre, Inc. COM 58733R102 21,177 12,610 SH   SOLE   11,699 0 911
Microsoft Corporation COM 594918104 50,638 179,617 SH   SOLE   166,558 0 13,059
NVIDIA Corp COM 67066G104 47,606 229,803 SH   SOLE   214,584 0 15,219
Netflix Inc COM 64110L106 24,608 40,319 SH   SOLE   37,458 0 2,861
Partners Group Holding COM H6120A101 219 139 SH   SOLE   139 0 0
PayPal Holdings, Inc. COM 70450Y103 44,120 169,555 SH   SOLE   158,523 0 11,032
Procter & Gamble Co. COM 742718109 210 1,500 SH   SOLE   1,500 0 0
Qualcomm Inc. COM 747525103 8,619 66,825 SH   SOLE   61,980 0 4,845
Salesforce.com Inc COM 79466L302 36,377 134,124 SH   SOLE   122,645 0 11,479
ServiceNow, Inc. COM 81762P102 53,027 85,216 SH   SOLE   79,384 0 5,832
Square, Inc. Class A COM 852234103 30,938 128,993 SH   SOLE   119,491 0 9,502
Starbucks Corporation COM 855244109 281 2,550 SH   SOLE   2,550 0 0
Straumann Hldg AG COM H8300N119 210 116 SH   SOLE   116 0 0
Tractor Supply Co. COM 892356106 15,535 76,675 SH   SOLE   71,803 0 4,872
Twilio Inc COM 90138F102 18,368 57,570 SH   SOLE   53,656 0 3,914
Unity Software, Inc. COM 91332U101 5,685 45,026 SH   SOLE   42,990 0 2,036
VISA Inc. COM 92826C839 42,314 189,960 SH   SOLE   175,645 0 14,315
Veeva Systems Inc. COM 922475108 36,618 127,072 SH   SOLE   118,532 0 8,540