Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AMZN	Amazon.com Inc	6,866	$11.67M	4.2%	$1699.83 *	$39.79	+113.6%	COM	023135106
—	Visa Inc - Class A Shares	75,708	$10.03M	3.6%	$132.46	$75.87	—	COM	92826c839
—	Facebook Inc-A	50,154	$9.746M	3.5%	$194.32	$114.15	—	COM	30303m102
GOOG	Alphabet Inc CL C Non-Voting	8,318	$9.28M	3.4%	$1115.65 *	$35.61	+55.5%	COM	02079K107
TMO	Thermo Fisher Scientific Inc	39,689	$8.221M	3.0%	$207.14	$153.97	+31.9%	COM	883556102
ADBE	Adobe Systems Inc	32,325	$7.881M	2.8%	$243.81	$100.34	+143.0%	COM	00724F101
—	MKS Instruments Inc	81,504	$7.8M	2.8%	$95.70	$75.37	—	COM	55306n104
MLM	Martin Marietta	34,848	$7.783M	2.8%	$223.34 *	$187.61	+12.7%	COM	573284106
—	Aetna Inc.	41,979	$7.703M	2.8%	$183.50	$160.51	—	COM	00817y108
—	Insperity Inc	79,746	$7.596M	2.7%	$95.25	$54.77	—	COM	45778q107
HON	Honeywell Int'l Inc	52,231	$7.524M	2.7%	$144.05 *	$56.92	+95.7%	COM	438516106
—	Broadcom LTD	30,308	$7.354M	2.7%	$242.64	$235.65	—	COM	11135f101
SCHW	Charles Schwab Corp	142,196	$7.266M	2.6%	$51.10 *	$27.25	+68.9%	COM	808513105
HXL	Hexcel Corp	109,113	$7.243M	2.6%	$66.38	$43.78	+51.6%	COM	428291108
—	Epam Systems Inc	56,822	$7.065M	2.6%	$124.34	$116.69	—	COM	29414b104
—	E-Trade Financial Corp	113,855	$6.963M	2.5%	$61.16	$56.17	—	COM	269246401
NKE	Nike Inc Cl B	87,099	$6.94M	2.5%	$79.68 *	$52.22	+38.5%	COM	654106103
STZ	Constellation Brands Inc-A	31,671	$6.932M	2.5%	$218.88 *	$170.07	+13.9%	COM	21036P108
—	Booking Holdings Inc	3,367	$6.826M	2.5%	$2027.32	$2080.60	—	COM	09857l108
IPGP	IPG Photonics Corp	29,651	$6.542M	2.4%	$220.63	$113.15	+95.0%	COM	44980X109
—	Activision Blizzard, Inc.	80,260	$6.125M	2.2%	$76.31	$45.86	—	COM	00507v109
MTD	Mettler-Toledo International I	10,109	$5.849M	2.1%	$578.59	$218.30	+165.1%	COM	592688105
MPWR	Monolithic Power Systems Inc	39,818	$5.322M	1.9%	$133.66 *	$82.35	+52.8%	COM	609839105
—	Paypal Holdings Inc	63,685	$5.303M	1.9%	$83.27	$75.87	—	COM	70450y103
WWD	Woodward, Inc.	67,127	$5.159M	1.9%	$76.85 *	$66.04	+11.0%	COM	980745103
EGBN	Eagle Bancorp Inc	78,460	$4.81M	1.7%	$61.31 *	$35.95	+33.1%	COM	268948106
—	PRA Health Science Inc.	50,433	$4.708M	1.7%	$93.35	$93.35	—	COM	69354m108
—	NV5 Global, Inc.	65,899	$4.567M	1.6%	$69.30	$54.52	—	COM	62945v109
BIIB	Biogen Inc	15,059	$4.371M	1.6%	$290.26	$226.50	+28.1%	COM	09062X103
—	Idexx Laboratories Inc	18,663	$4.067M	1.5%	$217.92	$191.37	—	COM	45168d104
TTWO	Take-Two Interactive Software,	31,977	$3.785M	1.4%	$118.37	$112.01	+5.7%	COM	874054109
SCHX	Schwab U S Large Cap ETF	53,866	$3.501M	1.3%	$64.99 *	$9.16	+18.2%	COM	808524201
FISV	Fiserv Inc	44,663	$3.309M	1.2%	$74.09	$54.82	+35.2%	COM	337738108
EA	Electronic Arts Inc	19,973	$2.817M	1.0%	$141.04 *	$100.14	+36.9%	COM	285512109
AVY	Avery Dennison Corp	22,878	$2.336M	0.8%	$102.11 *	$100.63	-11.2%	COM	053611109
—	Grubhub Inc	21,824	$2.29M	0.8%	$104.93	$101.49	—	COM	400110102
—	Cerner Corp	38,172	$2.282M	0.8%	$59.78	$50.20	—	COM	156782104
IVV	iShares Core S&P 500 Index ETF	7,946	$2.17M	0.8%	$273.09	$230.49	+18.5%	COM	464287200
AAPL	Apple Inc	7,361	$1.363M	0.5%	$185.17 *	$32.48	+34.5%	COM	037833100
—	JP Morgan Chase & Co.	12,981	$1.353M	0.5%	$104.23	$104.74	—	COM	46625h100
CSCO	Cisco Systems Inc	29,736	$1.28M	0.5%	$43.05 *	$32.18	+6.3%	COM	17275R102
MSFT	Microsoft Corp	12,695	$1.252M	0.5%	$98.62 *	$80.29	+14.0%	COM	594918104
—	Blackrock Inc	2,418	$1.207M	0.4%	$499.17	$507.32	—	COM	09247x101
WMT	Wal-Mart Stores	13,905	$1.191M	0.4%	$85.65 *	$27.01	-5.9%	COM	931142103
ELV	Anthem Inc	4,839	$1.152M	0.4%	$238.07 *	$203.20	+6.2%	COM	036752103
PSX	Phillips 66	10,050	$1.129M	0.4%	$112.34 *	$73.14	+13.9%	COM	718546104
TXT	Textron Inc	16,612	$1.095M	0.4%	$65.92	$57.92	+12.7%	COM	883203101
BRK/B	Berkshire Hathaway CL B	5,847	$1.091M	0.4%	$186.59	$193.87	-3.7%	COM	084670702
CVX	Chevron Corp.	8,306	$1.05M	0.4%	$126.41 *	$86.51	+5.4%	COM	166764100
BA	Boeing	3,123	$1.048M	0.4%	$335.57 *	$276.11	+17.0%	COM	097023105
CME	CME Group Inc	6,293	$1.032M	0.4%	$163.99 *	$116.38	+7.9%	COM	12572Q105
SYY	Sysco	15,038	$1.027M	0.4%	$68.29 *	$51.59	+8.3%	COM	871829107
AMGN	Amgen Inc	5,498	$1.015M	0.4%	$184.61 *	$141.67	+3.7%	COM	031162100
—	SPDR MSCI ACWI ETF	26,820	$993K	0.4%	$37.02	$35.81	—	COM	78463x848
SCHM	Schwab U S Mid Cap ETF	17,052	$936K	0.3%	$54.89 *	$14.72	+24.3%	COM	808524508
DIS	Disney Walt	8,778	$920K	0.3%	$104.81 *	$98.02	+1.6%	COM	254687106
STT	State Street Corp	9,798	$912K	0.3%	$93.08 *	$77.99	-5.9%	COM	857477103
—	Marathon Petroleum Corp	12,309	$864K	0.3%	$70.19	$70.19	—	COM	56585a102
—	BB&T Corp	17,059	$860K	0.3%	$50.41	$50.71	—	COM	054937107
—	Medtronic PLC	9,516	$815K	0.3%	$85.65	$83.25	—	COM	g5960l103
—	Oracle Corp	18,257	$804K	0.3%	$44.04	$45.94	—	COM	68389x105
JNJ	Johnson & Johnson	6,496	$788K	0.3%	$121.31 *	$107.51	-8.5%	COM	478160104
DHR	Danaher Corp	7,962	$786K	0.3%	$98.72 *	$84.69	-0.2%	COM	235851102
—	Zimmer Biomet Holdings, Inc.	6,985	$778K	0.3%	$111.38	$109.59	—	COM	98956p102
KSS	Kohls Corp	9,790	$714K	0.3%	$72.93	$64.31	+13.3%	COM	500255104
—	Elbit Systems Ltd	5,778	$686K	0.2%	$118.73	$113.75	—	COM	m3760d101
ACN	Accenture PLC-Cl A	4,140	$677K	0.2%	$163.53 *	$125.38	+17.0%	COM	G1151C101
FDX	Fedex Corp	2,965	$673K	0.2%	$226.98 *	$211.05	-5.8%	COM	31428X106
—	Aon PLC	4,805	$659K	0.2%	$137.15	$136.56	—	COM	g0408v102
CTSH	Cognizant Tech Solutions-A	8,128	$642K	0.2%	$78.99 *	$70.42	+0.6%	COM	192446102
DEO	Diageo PLC - Sp ADR	4,454	$641K	0.2%	$143.92	$140.48	+2.5%	COM	25243Q205
SCHA	Schwab U S Small Cap ETF	8,492	$625K	0.2%	$73.60 *	$14.75	+24.7%	COM	808524607
KAOOY	Kao Corporation	39,993	$612K	0.2%	$15.30	$36.09	-57.6%	COM	485537401
—	iShares Core Intl Stock ETF	10,031	$603K	0.2%	$60.11	$55.96	—	COM	46432f834
AZN	Astrazeneca Plc ADR	17,022	$598K	0.2%	$35.13	$34.60	—	COM	046353108
IJH	iShares Core S&P Mid Cap ETF	3,019	$588K	0.2%	$194.77 *	$30.99	+25.7%	COM	464287507
RYAAY	Ryanair Holdings PLC ADR	4,996	$571K	0.2%	$114.29	$118.71	-3.8%	COM	783513203
NICE	Nice LTD-Spons ADR	5,421	$563K	0.2%	$103.86	$92.02	+12.8%	COM	653656108
—	Eagle Materials Inc	5,352	$562K	0.2%	$105.01	$103.59	—	COM	26969p108
—	ICON PLC	4,157	$551K	0.2%	$132.55	$122.38	—	COM	g4705a100
—	Alibaba Group Holding-SP ADR	2,917	$541K	0.2%	$185.46	$184.51	—	COM	01609w102
OTEX	Open Text Corporation	15,359	$540K	0.2%	$35.16 *	$28.28	+3.6%	COM	683715106
KUBTY	Kubota Corp-Spons ADR	6,870	$539K	0.2%	$78.46	$86.12	-8.8%	COM	501173207
—	Adidas AG-Sponsored ADR	4,747	$517K	0.2%	$108.91	$103.06	—	COM	00687a107
—	Duke Energy Corp	6,070	$480K	0.2%	$79.08	$80.97	—	COM	26441c204
TSM	Taiwan Semiconductor Mfg ADR	12,911	$472K	0.2%	$36.56	$34.59	+5.7%	COM	874039100
SIEGY	Siemens AG-Spon ADR	7,145	$471K	0.2%	$65.92	$68.45	-3.7%	COM	826197501
BIDU	Baidu Inc Spon ADR	1,901	$462K	0.2%	$243.03	$247.13	-1.7%	COM	056752108
—	Tencent Holdings Ltd - ADR	8,940	$449K	0.2%	$50.22	$50.22	—	COM	88032q109
ALK	Alaska Air Group	7,214	$436K	0.2%	$60.44 *	$64.96	-10.4%	COM	011659109
MDLZ	Mondelez International	10,064	$413K	0.1%	$41.04 *	$35.35	-3.2%	COM	609207105
IJR	iShares Core S&P SmallCap ETF	4,848	$405K	0.1%	$83.54	$63.35	+31.7%	COM	464287804
OMRNY	Omron Corp. Spons ADR	8,595	$400K	0.1%	$46.54	$58.90	-20.9%	COM	682151303
—	New Oriental Education & Techn	4,197	$397K	0.1%	$94.59	$89.67	—	COM	647581107
—	KBC Groep Nv-Unsp ADR	10,132	$388K	0.1%	$38.29	$42.42	—	COM	48241f104
TD	Toronto-Dominion Bank	6,270	$363K	0.1%	$57.89	$58.17	-0.5%	COM	891160509
MELI	Mercadolibre	1,151	$344K	0.1%	$298.87	$289.73	+3.2%	COM	58733R102
—	Akzo Nobel NV	10,973	$311K	0.1%	$28.34	$30.95	—	COM	010199305
UOVEY	United Overseas Bank - SP ADR	7,749	$306K	0.1%	$39.49	$42.53	-7.3%	COM	911271302
—	Total SA-Spon ADR	4,820	$292K	0.1%	$60.58	$60.58	—	COM	89151e109
ATLKY	Atlas Copco Ab-Spons ADR A	6,863	$270K	0.1%	$39.34	$41.18	-4.6%	COM	049255706
—	Nvidia Corp	1,000	$237K	0.1%	$237.00	$232.00	—	COM	67066g104
—	Vivint Solar Inc.	10,000	$50,000	0.0%	$5.00	$5.90	—	COM	92854q106