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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 555 3,938 SH   SOLE   3,938 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 414 2,632 SH   SOLE   0 0 2,632
ALLERGAN PLC SHS G0177J108 277 2,075 SH   SOLE   0 0 2,075
ALPHABET INC CAP STK CL A 02079K305 46,765 44,753 SH   SOLE   35,303 0 9,450
ANADARKO PETE CORP COM 032511107 16,370 373,412 SH   SOLE   302,927 0 70,485
ANTHEM INC COM 036752103 30,849 117,463 SH   SOLE   92,477 0 24,986
APTIV PLC SHS G6095L109 21,334 346,497 SH   SOLE   277,174 0 69,323
ARCONIC INC COM 03965L100 22,943 1,360,824 SH   SOLE   1,088,869 0 271,955
AUTODESK INC COM 052769106 38,978 303,073 SH   SOLE   237,831 0 65,242
CANADIAN PAC RY LTD COM 13645T100 356 2,007 SH   SOLE   0 0 2,007
CBS CORP NEW CL B 124857202 16,636 380,511 SH   SOLE   310,049 0 70,462
CELGENE CORP COM 151020104 9,372 146,225 SH   SOLE   112,854 0 33,371
DANAHER CORP DEL COM 235851102 23,603 228,887 SH   SOLE   179,756 0 49,131
DOLLAR GEN CORP NEW COM 256677105 755 6,984 SH   SOLE   0 0 6,984
EQUINIX INC COM PAR $0.001 29444U700 19,271 54,661 SH   SOLE   43,165 0 11,496
FACEBOOK INC CL A 30303M102 15,434 117,734 SH   SOLE   93,365 0 24,369
FIRST DATA CORP NEW COM CL A 32008D106 24,582 1,453,685 SH   SOLE   1,151,146 0 302,539
FLEX LTD ORD Y2573F102 457 60,061 SH   SOLE   0 0 60,061
GUIDEWIRE SOFTWARE INC COM 40171V100 14,956 186,420 SH   SOLE   149,540 0 36,880
HEXCEL CORP NEW COM 428291108 23,925 417,248 SH   SOLE   341,881 0 75,367
INVESCO QQQ TR UNIT SER 1 46090E103 298 1,934 SH   SOLE   1,934 0 0
IQVIA HLDGS INC COM 46266C105 45,098 388,206 SH   SOLE   301,570 0 86,636
ISHARES TR RUS 1000 GRW ETF 464287614 334 2,554 SH   SOLE   2,554 0 0
ISHARES TR S&P US PFD STK 464288687 244 7,115 SH   SOLE   615 0 6,500
KEYSIGHT TECHNOLOGIES INC COM 49338L103 39,435 635,232 SH   SOLE   501,749 0 133,483
MARTIN MARIETTA MATLS INC COM 573284106 24,849 144,582 SH   SOLE   117,959 0 26,623
NEW YORK TIMES CO CL A 650111107 24,808 1,112,982 SH   SOLE   924,560 0 188,422
NEWELL BRANDS INC COM 651229106 187 10,066 SH   SOLE   0 0 10,066
PACER FDS TR TRENDP US LAR CP 69374H105 1,092 37,969 SH   SOLE   0 0 37,969
PROGRESSIVE CORP OHIO COM 743315103 21,238 352,036 SH   SOLE   281,162 0 70,874
SABRE CORP COM 78573M104 308 14,246 SH   SOLE   0 0 14,246
SCHLUMBERGER LTD COM 806857108 12,841 355,908 SH   SOLE   273,686 0 82,222
SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1,814 34,255 SH   SOLE   17,307 0 16,948
SCHWAB STRATEGIC TR US TIPS ETF 808524870 1,748 32,819 SH   SOLE   16,248 0 16,571
SPDR SERIES TRUST S&P DIVID ETF 78464A763 899 10,041 SH   SOLE   10,041 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 979 3,918 SH   SOLE   3,918 0 0
STARBUCKS CORP COM 855244109 26,761 415,541 SH   SOLE   340,694 0 74,847
SYNCHRONY FINL COM 87165B103 277 11,805 SH   SOLE   0 0 11,805
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1,751 33,999 SH   SOLE   16,654 0 17,345
VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 1,068 24,289 SH   SOLE   24,289 0 0
VISA INC COM CL A 92826C839 41,445 314,119 SH   SOLE   251,333 0 62,786
XPO LOGISTICS INC COM 983793100 452 7,927 SH   SOLE   0 0 7,927