Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	INTUITIVE SURGICAL INC	31,693	$15.16M	5.5%	$449.96	—	COM NEW	46120e602
—	PAYPAL HLDGS INC	163,571	$13.62M	4.9%	$35.21	—	COM	70450y103
—	EDWARDS LIFESCIENCES CORP	92,613	$13.48M	4.9%	$97.26	—	COM	28176e108
NKE	NIKE INC	163,952	$13.06M	4.7%	$48.72	+31.0%	CL B	654106103
—	MASTERCARD INCORPORATED	64,081	$12.59M	4.5%	$122.08	—	CL A	57636q104
—	BOOKING HLDGS INC	5,861	$11.88M	4.3%	$2080.44	—	COM	09857l108
AAPL	APPLE INC	61,001	$11.29M	4.1%	$18.21	+134.8%	COM	037833100
TSCO	TRACTOR SUPPLY CO	146,765	$11.23M	4.0%	$10.35	+19.5%	COM	892356106
—	FACEBOOK INC	56,594	$11M	4.0%	$80.19	—	CL A	30303m102
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	137,595	$10.87M	3.9%	$37.94	+85.6%	CL A	192446102
CMG	CHIPOTLE MEXICAN GRILL INC	24,164	$10.42M	3.8%	$7.58	+7.8%	COM	169656105
DIS	DISNEY WALT CO	96,417	$10.11M	3.6%	$94.69	+2.6%	COM DISNEY	254687106
ECL	ECOLAB INC	71,832	$10.08M	3.6%	$105.21	+26.3%	COM	278865100
—	ALPHABET INC	8,740	$9.869M	3.6%	$782.23	—	CAP STK CL A	02079k305
—	MONSTER BEVERAGE CORP NEW	166,849	$9.56M	3.4%	$74.06	—	COM	61174x109
—	SELECT SECTOR SPDR TR	354,211	$9.418M	3.4%	$27.48	—	SBI INT-FINL	81369y605
NVO	NOVO-NORDISK A S	202,747	$9.351M	3.4%	$61.64	—	ADR	670100205
—	BIOGEN INC	30,368	$8.814M	3.2%	$339.14	—	COM	09062x103
—	CERNER CORP	144,110	$8.616M	3.1%	$60.40	—	COM	156782104
AMZN	AMAZON COM INC	3,849	$6.543M	2.4%	$38.27	+107.4%	COM	023135106
—	SPDR S&P 500 ETF TR	18,630	$5.054M	1.8%	$160.41	—	TR UNIT	78462f103
—	WALGREENS BOOTS ALLIANCE INC	66,795	$4.009M	1.4%	$83.66	—	COM	931427108
ACWX	ISHARES TR	53,433	$2.525M	0.9%	$49.72	—	MSCI ACWI EX US	464288240
—	FIVE BELOW INC	16,857	$1.647M	0.6%	$62.11	—	COM	33829m101
—	ALPHABET INC	1,351	$1.507M	0.5%	$758.89	—	CAP STK CL C	02079k107
CTAS	CINTAS CORP	8,128	$1.504M	0.5%	$29.72	+40.1%	COM	172908105
IVV	ISHARES TR	5,437	$1.485M	0.5%	$221.89	—	CORE S&P500 ETF	464287200
—	VISA INC	10,207	$1.352M	0.5%	$104.26	—	COM CL A	92826c839
ALGN	ALIGN TECHNOLOGY INC	3,793	$1.298M	0.5%	$93.95	+217.5%	COM	016255101
LULU	LULULEMON ATHLETICA INC	10,275	$1.283M	0.5%	$106.64	0.0%	COM	550021109
CPRT	COPART INC	22,600	$1.278M	0.5%	$11.66	+16.1%	COM	217204106
MPWR	MONOLITHIC PWR SYS INC	9,342	$1.249M	0.5%	$83.75	+42.8%	COM	609839105
—	GRUBHUB INC	11,882	$1.247M	0.4%	$82.94	—	COM	400110102
—	ARISTA NETWORKS INC	4,807	$1.238M	0.4%	$149.79	—	COM	040413106
—	PAYCOM SOFTWARE INC	11,952	$1.181M	0.4%	$79.23	—	COM	70432v102
—	TEXAS PAC LD TR	1,238	$861K	0.3%	$296.88	—	SUB CTF PROP I T	882610108
—	STAMPS COM INC	3,133	$793K	0.3%	$205.09	—	COM NEW	852857200
—	TREX CO INC	12,511	$783K	0.3%	$83.51	—	COM	89531p105
CHD	CHURCH & DWIGHT INC	14,581	$775K	0.3%	$43.83	+0.6%	COM	171340102
HLI	HOULIHAN LOKEY INC	15,046	$771K	0.3%	$37.39	+9.4%	CL A	441593100
IWR	ISHARES TR	3,327	$706K	0.3%	$175.41	—	RUS MID CAP ETF	464287499
IJH	ISHARES TR	3,570	$695K	0.3%	$157.11	—	CORE S&P MCP ETF	464287507
—	ICON PLC	5,129	$680K	0.2%	$79.34	—	SHS	g4705a100
—	EPAM SYS INC	5,438	$676K	0.2%	$81.96	—	COM	29414b104
—	GRAND CANYON ED INC	6,051	$675K	0.2%	$92.37	—	COM	38526m106
—	SOLAREDGE TECHNOLOGIES INC	13,500	$646K	0.2%	$52.57	—	COM	83417m104
—	HUAZHU GROUP LTD	15,227	$639K	0.2%	$41.96	—	SPONSORED ADS	44332n106
ADBE	ADOBE SYS INC	2,610	$636K	0.2%	$172.04	+37.5%	COM	00724F101
ODFL	OLD DOMINION FGHT LINES INC	4,224	$629K	0.2%	$21.00	+128.4%	COM	679580100
ROST	ROSS STORES INC	7,415	$628K	0.2%	$44.15	+70.9%	COM	778296103
XYZ	SQUARE INC	9,985	$615K	0.2%	$46.54	+18.2%	CL A	852234103
—	ABIOMED INC	1,454	$595K	0.2%	$409.22	—	COM	003654100
—	NVIDIA CORP	2,499	$592K	0.2%	$52.23	—	COM	67066g104
IUSG	ISHARES TR	10,251	$586K	0.2%	$52.22	—	CORE S&P US GWT	464287671
GMED	GLOBUS MED INC	11,560	$583K	0.2%	$47.35	+10.1%	CL A	379577208
TAL	TAL ED GROUP	15,616	$575K	0.2%	$49.08	—	SPONSORED ADS	874080104
—	EAST WEST BANCORP INC	8,557	$558K	0.2%	$59.35	—	COM	27579r104
—	SVB FINL GROUP	1,899	$548K	0.2%	$239.93	—	COM	78486q101
—	NVR INC	183	$544K	0.2%	$1708.41	—	COM	62944t105
—	ULTA BEAUTY INC	2,315	$540K	0.2%	$174.39	—	COM	90384s303
AME	AMETEK INC NEW	7,264	$524K	0.2%	$43.85	+60.4%	COM	031100100
—	ATLASSIAN CORP PLC	8,380	$524K	0.2%	$62.53	—	CL A	g06242104
MMS	MAXIMUS INC	8,050	$500K	0.2%	$59.58	+8.8%	COM	577933104
—	INTERACTIVE BROKERS GROUP IN	7,720	$497K	0.2%	$64.38	—	COM	45841n107
—	IPG PHOTONICS CORP	2,250	$496K	0.2%	$104.88	—	COM	44980x109
TTC	TORO CO	8,186	$493K	0.2%	$49.01	+23.0%	COM	891092108
FIZZ	NATIONAL BEVERAGE CORP	4,558	$487K	0.2%	$43.45	-13.6%	COM	635017106
AOS	SMITH A O	8,066	$477K	0.2%	$40.75	+34.7%	COM	831865209
WAL	WESTERN ALLIANCE BANCORP	8,425	$477K	0.2%	$48.75	+6.7%	COM	957638109
—	SPDR DOW JONES INDL AVRG ETF	1,940	$471K	0.2%	$149.64	—	UT SER 1	78467x109
—	SKYWORKS SOLUTIONS INC	4,710	$455K	0.2%	$67.38	—	COM	83088m102
—	ESSENT GROUP LTD	12,475	$447K	0.2%	$34.32	—	COM	g3198u102
—	EXXON MOBIL CORP	5,302	$439K	0.2%	$89.84	—	COM	30231g102
MSFT	MICROSOFT CORP	4,386	$433K	0.2%	$31.59	+184.1%	COM	594918104
IWM	ISHARES TR	2,632	$431K	0.2%	$123.15	—	RUSSELL 2000 ETF	464287655
—	SKECHERS U S A INC	13,460	$404K	0.1%	$38.36	—	CL A	830566105
MKC	MCCORMICK & CO INC	3,464	$402K	0.1%	$28.13	+61.5%	COM NON VTG	579780206
—	NETEASE INC	1,566	$396K	0.1%	$241.61	—	SPONSORED ADR	64110w102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	10,302	$377K	0.1%	$30.62	—	SPONSORED ADR	874039100
VNQ	VANGUARD INDEX FDS	4,598	$375K	0.1%	$83.62	—	REAL ESTATE ETF	922908553
THO	THOR INDS INC	3,717	$362K	0.1%	$78.24	+10.7%	COM	885160101
—	ACCENTURE PLC IRELAND	2,019	$330K	0.1%	$77.61	—	SHS CLASS A	g1151c101
JNJ	JOHNSON & JOHNSON	2,634	$320K	0.1%	$67.32	+49.6%	COM	478160104
HD	HOME DEPOT INC	1,478	$288K	0.1%	$75.38	+105.6%	COM	437076102
EEM	ISHARES TR	6,630	$287K	0.1%	$43.29	—	MSCI EMG MKT ETF	464287234
SHW	SHERWIN WILLIAMS CO	689	$281K	0.1%	$54.99	+119.9%	COM	824348106
IUSV	ISHARES TR	5,196	$279K	0.1%	$51.42	—	CORE S&P US VLU	464287663
—	UNITED TECHNOLOGIES CORP	2,193	$274K	0.1%	$98.32	—	COM	913017109
—	SELECT SECTOR SPDR TR	5,280	$274K	0.1%	$50.04	—	SBI INT-UTILS	81369y886
UNP	UNION PAC CORP	1,922	$272K	0.1%	$84.17	+39.9%	COM	907818108
ABT	ABBOTT LABS	4,440	$271K	0.1%	$30.88	+72.1%	COM	002824100
AFL	AFLAC INC	6,196	$267K	0.1%	$32.01	+17.3%	COM	001055102
WSM	WILLIAMS SONOMA INC	4,215	$259K	0.1%	$22.60	0.0%	COM	969904101
BEN	FRANKLIN RES INC	8,005	$257K	0.1%	$22.01	+7.0%	COM	354613101
—	MEDTRONIC PLC	2,972	$254K	0.1%	$77.16	—	SHS	g5960l103
HON	HONEYWELL INTL INC	1,744	$251K	0.1%	$86.03	+32.0%	COM	438516106
INTU	INTUIT	1,213	$248K	0.1%	$182.24	0.0%	COM	461202103
—	TIFFANY & CO NEW	1,865	$245K	0.1%	$131.37	—	COM	886547108
—	ETSY INC	5,790	$244K	0.1%	$42.14	—	COM	29786a106
MCD	MCDONALDS CORP	1,478	$232K	0.1%	$75.86	+78.7%	COM	580135101
—	AT&T INC	6,965	$224K	0.1%	$35.56	—	COM	00206r102
—	TABULA RASA HEALTHCARE INC	3,390	$216K	0.1%	$63.72	—	COM	873379101
—	LIGAND PHARMACEUTICALS INC	1,040	$215K	0.1%	$206.73	—	COM NEW	53220k504
—	RMR GROUP INC	2,730	$214K	0.1%	$78.39	—	CL A	74967r106
SUPN	SUPERNUS PHARMACEUTICALS INC	3,465	$207K	0.1%	$51.80	0.0%	COM	868459108
CVGW	CALAVO GROWERS INC	2,140	$206K	0.1%	$80.36	0.0%	COM	128246105
—	HEALTHEQUITY INC	2,715	$204K	0.1%	$75.14	—	COM	42226a107
OLLI	OLLIES BARGAIN OUTLT HLDGS I	2,810	$204K	0.1%	$67.54	0.0%	COM	681116109