Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	EDWARDS LIFESCIENCES CORP	89,169	$10.75M	5.0%	$80.99	—	COM	28176e108
—	PRICELINE GRP INC	7,127	$10.49M	4.9%	$845.88	—	COM NEW	741503403
—	FACEBOOK INC	79,275	$10.17M	4.8%	$79.02	—	CL A	30303m102
—	INTUITIVE SURGICAL INC	14,020	$10.16M	4.8%	$601.06	—	COM NEW	46120e602
—	PAYPAL HLDGS INC	246,527	$10.1M	4.7%	$35.21	—	COM	70450y103
AAPL	APPLE INC	83,410	$9.43M	4.4%	$18.21	+33.1%	COM	037833100
ECL	ECOLAB INC	74,904	$9.117M	4.3%	$105.21	+3.6%	COM	278865100
—	MASTERCARD INCORPORATED	89,187	$9.077M	4.3%	$122.08	—	CL A	57636q104
—	BIOGEN INC	27,984	$8.76M	4.1%	$347.26	—	COM	09062x103
NKE	NIKE INC	164,571	$8.665M	4.1%	$48.62	+2.9%	CL B	654106103
SBUX	STARBUCKS CORP	157,322	$8.517M	4.0%	$38.36	+19.5%	COM	855244109
—	WALGREENS BOOTS ALLIANCE INC	104,355	$8.413M	3.9%	$84.38	—	COM	931427108
—	ALPHABET INC	10,454	$8.406M	3.9%	$776.87	—	CAP STK CL A	02079k305
—	MONSTER BEVERAGE CORP NEW	56,729	$8.328M	3.9%	$134.01	—	COM	61174x109
—	CERNER CORP	130,749	$8.074M	3.8%	$61.75	—	COM	156782104
DIS	DISNEY WALT CO	79,983	$7.428M	3.5%	$94.22	-5.7%	COM DISNEY	254687106
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	155,422	$7.415M	3.5%	$37.94	+32.9%	CL A	192446102
TSCO	TRACTOR SUPPLY CO	106,317	$7.161M	3.4%	$9.97	+44.2%	COM	892356106
NVO	NOVO-NORDISK A S	160,102	$6.658M	3.1%	$67.89	—	ADR	670100205
AMZN	AMAZON COM INC	5,463	$4.574M	2.1%	$38.27	0.0%	COM	023135106
—	SPDR S&P 500 ETF TR	20,535	$4.442M	2.1%	$160.41	—	TR UNIT	78462f103
CMG	CHIPOTLE MEXICAN GRILL INC	10,155	$4.301M	2.0%	$7.67	+7.2%	COM	169656105
IWB	ISHARES TR	14,015	$1.689M	0.8%	$116.90	—	RUS 1000 ETF	464287622
—	ALPHABET INC	2,011	$1.563M	0.7%	$758.89	—	CAP STK CL C	02079k107
—	NETEASE INC	4,176	$1.005M	0.5%	$240.66	—	SPONSORED ADR	64110w102
THO	THOR INDS INC	10,989	$931K	0.4%	$51.17	+26.1%	COM	885160101
—	ULTA SALON COSMETCS & FRAG I	3,847	$915K	0.4%	$153.72	—	COM	90384s303
AOS	SMITH A O	9,165	$905K	0.4%	$38.31	+4.2%	COM	831865209
IVV	ISHARES TR	4,128	$898K	0.4%	$199.78	—	CORE S&P500 ETF	464287200
—	ACUITY BRANDS INC	3,385	$895K	0.4%	$233.26	—	COM	00508y102
TTC	TORO CO	18,910	$885K	0.4%	$43.42	+7.8%	COM	891092108
ROST	ROSS STORES INC	13,649	$878K	0.4%	$40.75	+37.5%	COM	778296103
IJH	ISHARES TR	4,855	$751K	0.4%	$152.01	—	CORE S&P MCP ETF	464287507
IWR	ISHARES TR	3,640	$635K	0.3%	$172.72	—	RUS MID-CAP ETF	464287499
MKC	MCCORMICK & CO INC	6,276	$627K	0.3%	$28.13	+50.7%	COM NON VTG	579780206
—	VISA INC	7,239	$599K	0.3%	$82.75	—	COM CL A	92826c839
ALGN	ALIGN TECHNOLOGY INC	5,705	$535K	0.3%	$90.43	0.0%	COM	016255101
FFIV	F5 NETWORKS INC	4,186	$522K	0.2%	$121.68	-0.2%	COM	315616102
—	LGI HOMES INC	13,625	$502K	0.2%	$36.84	—	COM	50187t106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	16,035	$491K	0.2%	$30.62	—	SPONSORED ADR	874039100
ODFL	OLD DOMINION FGHT LINES INC	7,112	$488K	0.2%	$18.59	+16.8%	COM	679580100
WAB	WABTEC CORP	5,953	$486K	0.2%	$65.43	+6.2%	COM	929740108
—	CBOE HLDGS INC	7,420	$481K	0.2%	$47.20	—	COM	12503m108
HXL	HEXCEL CORP NEW	10,839	$480K	0.2%	$45.83	-4.5%	COM	428291108
CDNS	CADENCE DESIGN SYSTEM INC	18,590	$475K	0.2%	$25.01	0.0%	COM	127387108
GIL	GILDAN ACTIVEWEAR INC	16,905	$472K	0.2%	$21.45	+18.8%	COM	375916103
—	EXXON MOBIL CORP	5,379	$469K	0.2%	$90.19	—	COM	30231g102
—	ACACIA COMMUNICATIONS INC	4,519	$467K	0.2%	$103.34	—	COM	00401c108
—	ICON PLC	5,975	$462K	0.2%	$71.28	—	SHS	g4705a100
—	SKYWORKS SOLUTIONS INC	6,038	$460K	0.2%	$60.80	—	COM	83088m102
FDS	FACTSET RESH SYS INC	2,811	$456K	0.2%	$88.93	+76.0%	COM	303075105
—	NVIDIA CORP	6,490	$445K	0.2%	$52.23	—	COM	67066g104
—	JONES LANG LASALLE INC	3,884	$442K	0.2%	$157.29	—	COM	48020q107
—	NVR INC	269	$441K	0.2%	$1534.22	—	COM	62944t105
—	UNITED THERAPEUTICS CORP DEL	3,651	$431K	0.2%	$74.97	—	COM	91307c102
—	EPAM SYS INC	6,173	$428K	0.2%	$74.63	—	COM	29414b104
CHD	CHURCH & DWIGHT INC	8,765	$420K	0.2%	$43.13	+1.3%	COM	171340102
MANH	MANHATTAN ASSOCS INC	7,294	$420K	0.2%	$31.32	+92.4%	COM	562750109
VEEV	VEEVA SYS INC	10,120	$418K	0.2%	$38.78	0.0%	CL A COM	922475108
—	IPG PHOTONICS CORP	5,060	$417K	0.2%	$92.46	—	COM	44980x109
AME	AMETEK INC NEW	8,646	$413K	0.2%	$40.20	+11.2%	COM	031100100
EA	ELECTRONIC ARTS INC	4,800	$410K	0.2%	$77.78	0.0%	COM	285512109
MMS	MAXIMUS INC	7,256	$410K	0.2%	$59.63	-2.4%	COM	577933104
MPWR	MONOLITHIC PWR SYS INC	5,035	$405K	0.2%	$68.33	0.0%	COM	609839105
GWW	GRAINGER W W INC	1,680	$378K	0.2%	$201.79	-3.6%	COM	384802104
—	MICHAEL KORS HLDGS LTD	7,941	$372K	0.2%	$56.76	—	SHS	g60754101
—	FIVE BELOW INC	9,020	$363K	0.2%	$43.51	—	COM	33829m101
—	SPDR DOW JONES INDL AVRG ETF	1,940	$355K	0.2%	$149.64	—	UT SER 1	78467x109
MSFT	MICROSOFT CORP	5,577	$321K	0.2%	$27.75	+81.2%	COM	594918104
IWM	ISHARES TR	2,556	$317K	0.1%	$119.51	—	RUSSELL 2000 ETF	464287655
ABT	ABBOTT LABS	7,219	$305K	0.1%	$30.84	+17.1%	COM	002824100
—	ACCENTURE PLC IRELAND	2,498	$305K	0.1%	$74.13	—	SHS CLASS A	g1151c101
VNQ	VANGUARD INDEX FDS	3,462	$300K	0.1%	$84.23	—	REIT ETF	922908553
—	SMITH & WESSON HLDG CORP	11,208	$298K	0.1%	$26.68	—	COM	831756101
IUSG	ISHARES TR	6,852	$292K	0.1%	$54.23	—	CORE RUSSELL GRW	464287671
HD	HOME DEPOT INC	2,257	$290K	0.1%	$75.38	+41.1%	COM	437076102
UNP	UNION PAC CORP	2,958	$288K	0.1%	$79.51	-4.5%	COM	907818108
JNJ	JOHNSON & JOHNSON	2,331	$275K	0.1%	$60.75	+54.0%	COM	478160104
HON	HONEYWELL INTL INC	2,349	$274K	0.1%	$86.03	0.0%	COM	438516106
BEN	FRANKLIN RES INC	7,565	$269K	0.1%	$21.84	+1.0%	COM	354613101
ITOT	ISHARES TR	5,221	$259K	0.1%	$49.61	—	CORE S&P TTL STK	464287150
—	AT&T INC	6,337	$257K	0.1%	$35.45	—	COM	00206r102
—	MEDTRONIC PLC	2,841	$246K	0.1%	$76.76	—	SHS	g5960l103
MCD	MCDONALDS CORP	2,033	$235K	0.1%	$75.34	+25.5%	COM	580135101
SHW	SHERWIN WILLIAMS CO	808	$224K	0.1%	$54.32	+63.9%	COM	824348106
—	SELECT SECTOR SPDR TR	4,495	$220K	0.1%	$49.56	—	SBI INT-UTILS	81369y886
—	UNITED TECHNOLOGIES CORP	2,163	$220K	0.1%	$96.21	—	COM	913017109
AFL	AFLAC INC	2,995	$215K	0.1%	$27.28	+7.2%	COM	001055102