Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	Amazon.com Inc	6,866	$11.67M	4.2%	$39.79	+99.5%	COM	023135106
—	Visa Inc - Class A Shares	75,708	$10.03M	3.6%	$75.87	—	COM	92826c839
—	Facebook Inc-A	50,154	$9.746M	3.5%	$114.15	—	COM	30303m102
GOOG	Alphabet Inc CL C Non-Voting	8,318	$9.28M	3.4%	$35.61	+50.6%	COM	02079K107
TMO	Thermo Fisher Scientific Inc	39,689	$8.221M	3.0%	$153.97	+35.1%	COM	883556102
ADBE	Adobe Systems Inc	32,325	$7.881M	2.8%	$100.34	+135.7%	COM	00724F101
—	MKS Instruments Inc	81,504	$7.8M	2.8%	$75.37	—	COM	55306n104
MLM	Martin Marietta	34,848	$7.783M	2.8%	$187.61	+7.5%	COM	573284106
—	Aetna Inc.	41,979	$7.703M	2.8%	$160.51	—	COM	00817y108
—	Insperity Inc	79,746	$7.596M	2.7%	$54.77	—	COM	45778q107
HON	Honeywell Int'l Inc	52,231	$7.524M	2.7%	$56.92	+99.5%	COM	438516106
—	Broadcom LTD	30,308	$7.354M	2.7%	$235.65	—	COM	11135f101
SCHW	Charles Schwab Corp	142,196	$7.266M	2.6%	$27.25	+82.9%	COM	808513105
HXL	Hexcel Corp	109,113	$7.243M	2.6%	$43.78	+55.8%	COM	428291108
—	Epam Systems Inc	56,822	$7.065M	2.6%	$116.69	—	COM	29414b104
—	E-Trade Financial Corp	113,855	$6.963M	2.5%	$56.17	—	COM	269246401
NKE	Nike Inc Cl B	87,099	$6.94M	2.5%	$52.22	+22.2%	COM	654106103
STZ	Constellation Brands Inc-A	31,671	$6.932M	2.5%	$170.07	+17.4%	COM	21036P108
—	Booking Holdings Inc	3,367	$6.826M	2.5%	$2080.60	—	COM	09857l108
IPGP	IPG Photonics Corp	29,651	$6.542M	2.4%	$113.15	+108.6%	COM	44980X109
—	Activision Blizzard, Inc.	80,260	$6.125M	2.2%	$45.86	—	COM	00507v109
MTD	Mettler-Toledo International I	10,109	$5.849M	2.1%	$218.30	+161.3%	COM	592688105
MPWR	Monolithic Power Systems Inc	39,818	$5.322M	1.9%	$82.35	+45.3%	COM	609839105
—	Paypal Holdings Inc	63,685	$5.303M	1.9%	$75.87	—	COM	70450y103
WWD	Woodward, Inc.	67,127	$5.159M	1.9%	$66.04	+8.3%	COM	980745103
EGBN	Eagle Bancorp Inc	78,460	$4.81M	1.7%	$35.95	+32.0%	COM	268948106
—	PRA Health Science Inc.	50,433	$4.708M	1.7%	$93.35	—	COM	69354m108
—	NV5 Global, Inc.	65,899	$4.567M	1.6%	$54.52	—	COM	62945v109
BIIB	Biogen Inc	15,059	$4.371M	1.6%	$226.50	+24.1%	COM	09062X103
—	Idexx Laboratories Inc	18,663	$4.067M	1.5%	$191.37	—	COM	45168d104
TTWO	Take-Two Interactive Software,	31,977	$3.785M	1.4%	$112.01	-2.8%	COM	874054109
SCHX	Schwab U S Large Cap ETF	53,866	$3.501M	1.3%	$55.86	—	COM	808524201
FISV	Fiserv Inc	44,663	$3.309M	1.2%	$54.82	+32.5%	COM	337738108
EA	Electronic Arts Inc	19,973	$2.817M	1.0%	$100.14	+26.1%	COM	285512109
AVY	Avery Dennison Corp	22,878	$2.336M	0.8%	$100.63	-8.3%	COM	053611109
—	Grubhub Inc	21,824	$2.29M	0.8%	$101.49	—	COM	400110102
—	Cerner Corp	38,172	$2.282M	0.8%	$50.20	—	COM	156782104
IVV	iShares Core S&P 500 Index ETF	7,946	$2.17M	0.8%	$232.92	—	COM	464287200
AAPL	Apple Inc	7,361	$1.363M	0.5%	$32.48	+31.6%	COM	037833100
—	JP Morgan Chase & Co.	12,981	$1.353M	0.5%	$104.74	—	COM	46625h100
CSCO	Cisco Systems Inc	29,736	$1.28M	0.5%	$32.18	+8.0%	COM	17275R102
MSFT	Microsoft Corp	12,695	$1.252M	0.5%	$80.29	+11.8%	COM	594918104
—	Blackrock Inc	2,418	$1.207M	0.4%	$507.32	—	COM	09247x101
WMT	Wal-Mart Stores	13,905	$1.191M	0.4%	$27.01	-6.5%	COM	931142103
ELV	Anthem Inc	4,839	$1.152M	0.4%	$203.20	+3.1%	COM	036752103
PSX	Phillips 66	10,050	$1.129M	0.4%	$73.14	+13.7%	COM	718546104
TXT	Textron Inc	16,612	$1.095M	0.4%	$57.92	+10.3%	COM	883203101
BRK/B	Berkshire Hathaway CL B	5,847	$1.091M	0.4%	$193.87	+0.5%	COM	084670702
CVX	Chevron Corp.	8,306	$1.05M	0.4%	$86.51	+3.0%	COM	166764100
BA	Boeing	3,123	$1.048M	0.4%	$276.11	+19.6%	COM	097023105
CME	CME Group Inc	6,293	$1.032M	0.4%	$116.38	+7.2%	COM	12572Q105
SYY	Sysco	15,038	$1.027M	0.4%	$51.59	+1.3%	COM	871829107
AMGN	Amgen Inc	5,498	$1.015M	0.4%	$141.67	-1.0%	COM	031162100
—	SPDR MSCI ACWI ETF	26,820	$993K	0.4%	$35.81	—	COM	78463x848
SCHM	Schwab U S Mid Cap ETF	17,052	$936K	0.3%	$45.19	—	COM	808524508
DIS	Disney Walt	8,778	$920K	0.3%	$98.02	-0.9%	COM	254687106
STT	State Street Corp	9,798	$912K	0.3%	$77.99	-0.2%	COM	857477103
—	Marathon Petroleum Corp	12,309	$864K	0.3%	$70.19	—	COM	56585a102
—	BB&T Corp	17,059	$860K	0.3%	$50.71	—	COM	054937107
—	Medtronic PLC	9,516	$815K	0.3%	$83.25	—	COM	g5960l103
—	Oracle Corp	18,257	$804K	0.3%	$45.94	—	COM	68389x105
JNJ	Johnson & Johnson	6,496	$788K	0.3%	$107.51	-6.3%	COM	478160104
DHR	Danaher Corp	7,962	$786K	0.3%	$84.69	+1.5%	COM	235851102
—	Zimmer Biomet Holdings, Inc.	6,985	$778K	0.3%	$109.59	—	COM	98956p102
KSS	Kohls Corp	9,790	$714K	0.3%	$64.31	+3.7%	COM	500255104
—	Elbit Systems Ltd	5,778	$686K	0.2%	$113.75	—	COM	m3760d101
ACN	Accenture PLC-Cl A	4,140	$677K	0.2%	$125.38	+11.1%	COM	G1151C101
FDX	Fedex Corp	2,965	$673K	0.2%	$211.05	+2.6%	COM	31428X106
—	Aon PLC	4,805	$659K	0.2%	$136.56	—	COM	g0408v102
CTSH	Cognizant Tech Solutions-A	8,128	$642K	0.2%	$70.42	0.0%	COM	192446102
DEO	Diageo PLC - Sp ADR	4,454	$641K	0.2%	$142.74	—	COM	25243Q205
SCHA	Schwab U S Small Cap ETF	8,492	$625K	0.2%	$61.27	—	COM	808524607
KAOOY	Kao Corporation	39,993	$612K	0.2%	$15.30	—	COM	485537401
—	iShares Core Intl Stock ETF	10,031	$603K	0.2%	$55.96	—	COM	46432f834
AZN	Astrazeneca Plc ADR	17,022	$598K	0.2%	$34.60	—	COM	046353108
IJH	iShares Core S&P Mid Cap ETF	3,019	$588K	0.2%	$155.73	—	COM	464287507
RYAAY	Ryanair Holdings PLC ADR	4,996	$571K	0.2%	$120.52	—	COM	783513203
NICE	Nice LTD-Spons ADR	5,421	$563K	0.2%	$95.70	—	COM	653656108
—	Eagle Materials Inc	5,352	$562K	0.2%	$103.59	—	COM	26969p108
—	ICON PLC	4,157	$551K	0.2%	$122.38	—	COM	g4705a100
—	Alibaba Group Holding-SP ADR	2,917	$541K	0.2%	$184.51	—	COM	01609w102
OTEX	Open Text Corporation	15,359	$540K	0.2%	$28.28	+3.1%	COM	683715106
KUBTY	Kubota Corp-Spons ADR	6,870	$539K	0.2%	$82.90	—	COM	501173207
—	Adidas AG-Sponsored ADR	4,747	$517K	0.2%	$103.06	—	COM	00687a107
—	Duke Energy Corp	6,070	$480K	0.2%	$80.97	—	COM	26441c204
TSM	Taiwan Semiconductor Mfg ADR	12,911	$472K	0.2%	$34.86	—	COM	874039100
SIEGY	Siemens AG-Spon ADR	7,145	$471K	0.2%	$66.82	—	COM	826197501
BIDU	Baidu Inc Spon ADR	1,901	$462K	0.2%	$228.50	—	COM	056752108
—	Tencent Holdings Ltd - ADR	8,940	$449K	0.2%	$50.22	—	COM	88032q109
ALK	Alaska Air Group	7,214	$436K	0.2%	$64.96	-8.4%	COM	011659109
MDLZ	Mondelez International	10,064	$413K	0.1%	$35.35	-5.7%	COM	609207105
IJR	iShares Core S&P SmallCap ETF	4,848	$405K	0.1%	$116.89	—	COM	464287804
OMRNY	Omron Corp. Spons ADR	8,595	$400K	0.1%	$55.43	—	COM	682151303
—	New Oriental Education & Techn	4,197	$397K	0.1%	$89.67	—	COM	647581107
—	KBC Groep Nv-Unsp ADR	10,132	$388K	0.1%	$42.42	—	COM	48241f104
TD	Toronto-Dominion Bank	6,270	$363K	0.1%	$58.17	-1.6%	COM	891160509
MELI	Mercadolibre	1,151	$344K	0.1%	$289.73	+8.9%	COM	58733R102
—	Akzo Nobel NV	10,973	$311K	0.1%	$30.95	—	COM	010199305
UOVEY	United Overseas Bank - SP ADR	7,749	$306K	0.1%	$39.49	—	COM	911271302
—	Total SA-Spon ADR	4,820	$292K	0.1%	$60.58	—	COM	89151e109
ATLKY	Atlas Copco Ab-Spons ADR A	6,863	$270K	0.1%	$39.34	—	COM	049255706
—	Nvidia Corp	1,000	$237K	0.1%	$232.00	—	COM	67066g104
—	Vivint Solar Inc.	10,000	$50,000	0.0%	$5.90	—	COM	92854q106