The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 2U, Inc. | COM | 90214J101 | 55,032 | 982,015 | SH | SOLE | 540,715 | 0 | 441,300 | ||
| AbbVie Inc. | COM | 00287Y109 | 290 | 3,262 | SH | SOLE | 3,262 | 0 | 0 | ||
| Activision Blizzard, Inc. | COM | 00507V109 | 5,978 | 92,665 | SH | SOLE | 67,895 | 0 | 24,770 | ||
| Adobe Systems Incorporated | COM | 00724F101 | 39,948 | 267,785 | SH | SOLE | 106,674 | 0 | 161,111 | ||
| Alibaba Group Holding Limited | COM | 01609W102 | 48,479 | 280,697 | SH | SOLE | 148,197 | 0 | 132,500 | ||
| Alphabet Inc. Class A | COM | 02079K305 | 34,477 | 35,408 | SH | SOLE | 18,974 | 0 | 16,434 | ||
| Alphabet Inc. Class C | COM | 02079K107 | 1,338 | 1,395 | SH | SOLE | 1,115 | 0 | 280 | ||
| Amazon.com, Inc. | COM | 023135106 | 148,521 | 154,492 | SH | SOLE | 79,571 | 0 | 74,921 | ||
| Amgen Inc. | COM | 031162100 | 503 | 2,700 | SH | SOLE | 2,675 | 0 | 25 | ||
| Amphenol Corporation | COM | 032095101 | 560 | 6,620 | SH | SOLE | 6,420 | 0 | 200 | ||
| Apple Inc. | COM | 037833100 | 3,050 | 19,787 | SH | SOLE | 12,710 | 0 | 7,077 | ||
| BEST Inc. | COM | 08653C106 | 22,958 | 1,917,975 | SH | SOLE | 1,065,475 | 0 | 852,500 | ||
| Bank of the Ozarks, Inc. | COM | 063904106 | 48,199 | 1,003,105 | SH | SOLE | 501,045 | 0 | 502,060 | ||
| Becton, Dickinson and Company | COM | 075887109 | 1,738 | 8,870 | SH | SOLE | 4,045 | 0 | 4,825 | ||
| BioMarin Pharmaceutical Inc. | COM | 09061G101 | 24,882 | 267,345 | SH | SOLE | 108,320 | 0 | 159,025 | ||
| BlackRock, Inc. | COM | 09247X101 | 1,030 | 2,304 | SH | SOLE | 2,254 | 0 | 50 | ||
| Boeing Company | COM | 097023105 | 1,019 | 4,010 | SH | SOLE | 4,010 | 0 | 0 | ||
| CASHMERE VALLEY BANK | COM | 14756K102 | 423 | 7,500 | SH | SOLE | 0 | 0 | 7,500 | ||
| Carlisle Companies Incorporate | COM | 142339100 | 369 | 3,680 | SH | SOLE | 3,680 | 0 | 0 | ||
| Celgene Corporation | COM | 151020104 | 87,505 | 600,086 | SH | SOLE | 274,055 | 0 | 326,031 | ||
| Charles Schwab Corporation | COM | 808513105 | 84,857 | 1,940,026 | SH | SOLE | 919,810 | 0 | 1,020,216 | ||
| Comcast Corporation | COM | 20030N101 | 613 | 15,930 | SH | SOLE | 15,530 | 0 | 400 | ||
| Constellation Brands, Inc. | COM | 21036P108 | 1,754 | 8,794 | SH | SOLE | 4,105 | 0 | 4,689 | ||
| Costco Wholesale Corporation | COM | 22160K105 | 577 | 3,510 | SH | SOLE | 3,510 | 0 | 0 | ||
| CyrusOne Inc. | COM | 23283R100 | 674 | 11,430 | SH | SOLE | 10,230 | 0 | 1,200 | ||
| Despegar.com, Corp. | COM | G27358103 | 1,118 | 34,950 | SH | SOLE | 34,950 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 531 | 4,125 | SH | SOLE | 4,025 | 0 | 100 | ||
| Exact Sciences Corporation | COM | 30063P105 | 99,702 | 2,115,925 | SH | SOLE | 1,024,975 | 0 | 1,090,950 | ||
| Facebook, Inc. | COM | 30303M102 | 131,371 | 768,834 | SH | SOLE | 378,268 | 0 | 390,566 | ||
| FedEx Corporation | COM | 31428X106 | 633 | 2,805 | SH | SOLE | 2,780 | 0 | 25 | ||
| First Republic Bank | COM | 33616C100 | 48,681 | 466,029 | SH | SOLE | 225,741 | 0 | 240,288 | ||
| Inphi Corporation | COM | 45772F107 | 32,115 | 809,140 | SH | SOLE | 407,690 | 0 | 401,450 | ||
| International Flavors & Fragra | COM | 459506101 | 705 | 4,930 | SH | SOLE | 4,930 | 0 | 0 | ||
| Intuit Inc. | COM | 461202103 | 1,575 | 11,084 | SH | SOLE | 2,655 | 0 | 8,429 | ||
| JD.com, Inc. | COM | 47215P106 | 2,492 | 65,244 | SH | SOLE | 63,344 | 0 | 1,900 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 1,413 | 14,795 | SH | SOLE | 14,495 | 0 | 300 | ||
| Johnson & Johnson | COM | 478160104 | 1,190 | 9,155 | SH | SOLE | 8,980 | 0 | 175 | ||
| Medidata Solutions, Inc. | COM | 58471A105 | 30,328 | 388,519 | SH | SOLE | 165,039 | 0 | 223,480 | ||
| MercadoLibre, Inc. | COM | 58733R102 | 102,341 | 395,244 | SH | SOLE | 204,774 | 0 | 190,470 | ||
| Microsoft Corporation | COM | 594918104 | 1,613 | 21,650 | SH | SOLE | 21,650 | 0 | 0 | ||
| Monolithic Power Systems, Inc. | COM | 609839105 | 66,718 | 626,170 | SH | SOLE | 312,405 | 0 | 313,765 | ||
| NVIDIA Corporation | COM | 67066G104 | 70,000 | 391,565 | SH | SOLE | 201,387 | 0 | 190,178 | ||
| Netflix, Inc. | COM | 64110L106 | 153,612 | 847,047 | SH | SOLE | 429,934 | 0 | 417,113 | ||
| Nevro Corp. | COM | 64157F103 | 56,231 | 618,735 | SH | SOLE | 309,855 | 0 | 308,880 | ||
| Newell Brands Inc. | COM | 651229106 | 731 | 17,135 | SH | SOLE | 13,385 | 0 | 3,750 | ||
| Nordstrom, Inc. | COM | 655664100 | 205 | 4,350 | SH | SOLE | 1,950 | 0 | 2,400 | ||
| PACCAR Inc | COM | 693718108 | 559 | 7,734 | SH | SOLE | 6,334 | 0 | 1,400 | ||
| PayPal Holdings, Inc. | COM | 70450Y103 | 12,404 | 193,728 | SH | SOLE | 178,505 | 0 | 15,223 | ||
| Paychex, Inc. | COM | 704326107 | 654 | 10,900 | SH | SOLE | 10,850 | 0 | 50 | ||
| Portola Pharmaceuticals, Inc. | COM | 737010108 | 31,206 | 577,565 | SH | SOLE | 289,290 | 0 | 288,275 | ||
| Priceline Group Inc. | COM | 741503403 | 15,866 | 8,666 | SH | SOLE | 3,214 | 0 | 5,452 | ||
| Proofpoint, Inc. | COM | 743424103 | 52,118 | 597,545 | SH | SOLE | 309,095 | 0 | 288,450 | ||
| QUALCOMM Incorporated | COM | 747525103 | 891 | 17,180 | SH | SOLE | 16,000 | 0 | 1,180 | ||
| Redfin Corporation | COM | 75737F108 | 615 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
| Regeneron Pharmaceuticals, Inc | COM | 75886F107 | 63,797 | 142,685 | SH | SOLE | 66,745 | 0 | 75,940 | ||
| SPDR Trust Series 1 | COM | 78462F103 | 735 | 2,927 | SH | SOLE | 2,927 | 0 | 0 | ||
| Schlumberger Limited | COM | 806857108 | 325 | 4,665 | SH | SOLE | 4,590 | 0 | 75 | ||
| ServiceNow, Inc. | COM | 81762P102 | 55,236 | 469,975 | SH | SOLE | 231,529 | 0 | 238,446 | ||
| Shake Shack Inc. | COM | 819047101 | 29,674 | 892,975 | SH | SOLE | 377,725 | 0 | 515,250 | ||
| Shopify Inc. | COM | 82509L107 | 103,192 | 885,840 | SH | SOLE | 472,985 | 0 | 412,855 | ||
| Snap Inc. | COM | 83304A106 | 1,475 | 101,450 | SH | SOLE | 101,450 | 0 | 0 | ||
| Square, Inc. | COM | 852234103 | 1,829 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| Starbucks Corporation | COM | 855244109 | 1,341 | 24,969 | SH | SOLE | 24,019 | 0 | 950 | ||
| Teladoc, Inc. | COM | 87918A105 | 43,641 | 1,316,460 | SH | SOLE | 641,670 | 0 | 674,790 | ||
| Tesla, Inc. | COM | 88160R101 | 123,875 | 363,163 | SH | SOLE | 181,241 | 0 | 181,922 | ||
| The Estee Lauder Companies Inc | COM | 518439104 | 893 | 8,280 | SH | SOLE | 7,980 | 0 | 300 | ||
| The Home Depot, Inc. | COM | 437076102 | 1,410 | 8,620 | SH | SOLE | 8,620 | 0 | 0 | ||
| The Trade Desk, Inc. | COM | 88339J105 | 3,084 | 50,135 | SH | SOLE | 50,135 | 0 | 0 | ||
| The Walt Disney Company | COM | 254687106 | 838 | 8,505 | SH | SOLE | 7,955 | 0 | 550 | ||
| Twilio Inc. | COM | 90138F102 | 25,156 | 842,735 | SH | SOLE | 447,860 | 0 | 394,875 | ||
| Ulta Beauty, Inc. | COM | 90384S303 | 29,287 | 129,555 | SH | SOLE | 52,655 | 0 | 76,900 | ||
| Visa Inc. | COM | 92826C839 | 9,093 | 86,405 | SH | SOLE | 70,782 | 0 | 15,623 | ||
| Walgreens Boots Alliance, Inc. | COM | 931427108 | 317 | 4,100 | SH | SOLE | 4,000 | 0 | 100 | ||
| Wayfair Inc. | COM | 94419L101 | 31,084 | 461,190 | SH | SOLE | 248,165 | 0 | 213,025 | ||
| XPO Logistics, Inc. | COM | 983793100 | 125,182 | 1,846,891 | SH | SOLE | 872,115 | 0 | 974,776 | ||
| Zillow Group, Inc. Class A, Vo | COM | 98954M101 | 859 | 21,405 | SH | SOLE | 19,525 | 0 | 1,880 | ||
| Zillow Group, Inc. Class C | COM | 98954M200 | 79,705 | 1,982,225 | SH | SOLE | 1,016,030 | 0 | 966,195 | ||
| Zoetis Inc. | COM | 98978V103 | 1,387 | 21,760 | SH | SOLE | 9,475 | 0 | 12,285 | ||
| lululemon athletica inc. | COM | 550021109 | 37,549 | 603,200 | SH | SOLE | 242,850 | 0 | 360,350 | ||