The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
A.O. Smith Corp. COM 831865209 213 4,000 SH   SOLE   4,000 0 0
AIA Group Ltd. COM y002a1105 1,247 125,233 SH   SOLE   125,233 0 0
AbbVie COM 00287y109 6,680 82,890 SH   SOLE   82,890 0 0
Abbott Laboratories COM 002824100 2,263 28,309 SH   SOLE   28,309 0 0
Allstate COM 020002101 976 10,363 SH   SOLE   10,363 0 0
Alphabet Cl C (Google) COM 02079K107 16,167 13,779 SH   SOLE   13,779 0 0
Amazon COM 023135106 29,950 16,819 SH   SOLE   16,819 0 0
Ansys COM 03662Q105 11,648 63,749 SH   SOLE   63,749 0 0
Apple COM 037833100 35,977 189,403 SH   SOLE   189,403 0 0
Bemis Co. COM 081437105 277 5,000 SH   SOLE   5,000 0 0
Berkshire Hathaway COM 084670702 9,206 45,828 SH   SOLE   45,828 0 0
Booking Holdings COM 09857l108 14,779 8,470 SH   SOLE   8,470 0 0
Celgene Corp COM 151020104 307 3,253 SH   SOLE   3,253 0 0
Chevron Corporation COM 166764100 204 1,658 SH   SOLE   1,658 0 0
Coca Cola COM 191216100 240 5,132 SH   SOLE   5,132 0 0
Cognex COM 192422103 7,916 155,637 SH   SOLE   155,637 0 0
Domino's Pizza COM 25754A201 11,368 44,046 SH   SOLE   44,046 0 0
Enterprise Products COM 293792107 244 8,400 SH   SOLE   8,400 0 0
Exelixis COM 30161q104 2,574 108,153 SH   SOLE   108,153 0 0
Exxon Mobil COM 30231G102 514 6,367 SH   SOLE   6,367 0 0
Facebook COM 30303M102 10,364 62,177 SH   SOLE   62,177 0 0
Factset Research COM 303075105 11,337 45,664 SH   SOLE   45,664 0 0
Franklin Resources Inc COM 354613101 279 8,416 SH   SOLE   8,416 0 0
Gotham Enhanced Return Fund COM 360873129 216 15,406 SH   SOLE   15,406 0 0
HealthEquity COM 42226a107 3,234 43,712 SH   SOLE   43,712 0 0
Home Depot Inc COM 437076102 254 1,323 SH   SOLE   1,323 0 0
IPG Phototonics COM 44980X109 304 2,000 SH   SOLE   2,000 0 0
Industrial Sector Fund COM 81369y704 1,435 19,129 SH   SOLE   19,129 0 0
Intel Corp COM 458140100 781 14,547 SH   SOLE   14,547 0 0
JP Morgan COM 46625H100 399 3,946 SH   SOLE   3,946 0 0
Johnson & Johnson COM 478160104 247 1,766 SH   SOLE   1,766 0 0
MSCI COM 55354g100 11,497 57,819 SH   SOLE   57,819 0 0
Mastercard COM 57636Q104 16,532 70,213 SH   SOLE   70,213 0 0
Microsoft COM 594918104 3,553 30,127 SH   SOLE   30,127 0 0
Monster Beverage COM 61174X109 9,048 165,783 SH   SOLE   165,783 0 0
Moody's Corp COM 615369105 12,011 66,324 SH   SOLE   66,324 0 0
NASDAQ 100 COM 73935a104 1,414 7,869 SH   SOLE   7,869 0 0
Nvidia COM 67066G104 17,245 96,039 SH   SOLE   96,039 0 0
Raymond James Financial COM 754730109 362 4,500 SH   SOLE   4,500 0 0
S&P Global COM 78409V104 12,063 57,293 SH   SOLE   57,293 0 0
S&P MidCap 400 COM 464287507 3,503 18,493 SH   SOLE   18,493 0 0
ServiceNow COM 81762p102 937 3,800 SH   SOLE   3,800 0 0
Thermo Fisher Scient COM 883556102 547 2,000 SH   SOLE   2,000 0 0
Tyler Technologies COM 902252105 613 3,000 SH   SOLE   3,000 0 0
Union Pacific COM 907818108 669 4,000 SH   SOLE   4,000 0 0
UnitedHealth Group Inc. COM 910581107 495 2,000 SH   SOLE   2,000 0 0
Verisign COM 92343e102 284 1,562 SH   SOLE   1,562 0 0
Visa COM 92826c839 19,131 122,487 SH   SOLE   122,487 0 0
Woodward Inc. COM 980745103 380 4,000 SH   SOLE   4,000 0 0
iShares Core Dividend Growth COM 46434V621 504 13,704 SH   SOLE   13,704 0 0
iShares S&P 500 COM 464287200 269 944 SH   SOLE   944 0 0