The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
A.O. SMITH CORP. | COM | 831865209 | 340 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
ACCENTURE PLC | COM | G1151C101 | 310 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
ADOBE INC. | COM | 00724F101 | 3,373 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
AIR PRODUCTS & CHEMICALS INC. | COM | 009158106 | 599 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
ALIBABA GROUP HOLDING | COM | 01609W102 | 31,175 | 160,300 | SH | SOLE | 160,300 | 0 | 0 | ||
ALPHABET INC., CLASS-A | COM | 02079K305 | 24,784 | 21,330 | SH | SOLE | 21,330 | 0 | 0 | ||
ALPHABET INC., CLASS-C | COM | 02079K107 | 27,539 | 23,683 | SH | SOLE | 23,683 | 0 | 0 | ||
AMAZON.COM INC. | COM | 023135106 | 72,399 | 37,133 | SH | SOLE | 37,133 | 0 | 0 | ||
AMERICAN EXPRESS CO. | COM | 025816109 | 325 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
AON PLC CL. A | COM | G0408V102 | 330 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
APTARGROUP, INC. | COM | 038336103 | 1,047 | 10,520 | SH | SOLE | 10,520 | 0 | 0 | ||
AUTODESK INC. | COM | 052769106 | 234 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
AVALARA INC. | COM | 05338G106 | 1,399 | 18,750 | SH | SOLE | 18,750 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC. CL. B | COM | 084670702 | 484 | 2,650 | SH | SOLE | 2,650 | 0 | 0 | ||
BOEING CO. | COM | 097023105 | 1,626 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
BOSTON PROPERTIES, INC. | COM | 101121101 | 609 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
CALAMP CORP. | COM | 128126109 | 292 | 64,800 | SH | SOLE | 64,800 | 0 | 0 | ||
CATASYS INC. (New) | COM | 149049504 | 1,904 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CDW CORPORATION | COM | 12514G108 | 2,446 | 26,225 | SH | SOLE | 26,225 | 0 | 0 | ||
CHEVRON CORPORATION | COM | 166764100 | 275 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
CLEARPOINT NEURO, INC. | COM | 18507C103 | 63 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
COSTCO WHOLESALE CORP. | COM | 22160K105 | 1,354 | 4,750 | SH | SOLE | 4,750 | 0 | 0 | ||
CVS HEALTH CORPORATION | COM | 126650100 | 243 | 4,100 | SH | SOLE | 4,100 | 0 | 0 | ||
DEXCOM INC. | COM | 252131107 | 22,796 | 84,660 | SH | SOLE | 84,660 | 0 | 0 | ||
EASTGROUP PPTY. INC. | COM | 277276101 | 209 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
EXXON MOBIL CORPORATION | COM | 30231G102 | 278 | 7,312 | SH | SOLE | 7,312 | 0 | 0 | ||
FACEBOOK INC. CL A | COM | 30303M102 | 60,290 | 361,453 | SH | SOLE | 361,453 | 0 | 0 | ||
FISERV INC. | COM | 337738108 | 26,571 | 279,722 | SH | SOLE | 279,722 | 0 | 0 | ||
GUARDANT HEALTH, INC. | COM | 40131M109 | 19,366 | 278,250 | SH | SOLE | 278,250 | 0 | 0 | ||
HOME DEPOT INC. | COM | 437076102 | 32,291 | 172,946 | SH | SOLE | 172,946 | 0 | 0 | ||
ICLICK INTERACTIVE ASIA GROUP | COM | 45113Y104 | 71 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC. | COM | 46120E602 | 1,486 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
ITAMAR MEDICAL LTD. | COM | 465437101 | 443 | 37,631 | SH | SOLE | 37,631 | 0 | 0 | ||
JACK HENRY & ASSOCIATES INC. | COM | 426281101 | 466 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
JOHNSON & JOHNSON INC. | COM | 478160104 | 649 | 4,950 | SH | SOLE | 4,950 | 0 | 0 | ||
JPMORGAN CHASE & COMPANY | COM | 46625H100 | 573 | 6,360 | SH | SOLE | 6,360 | 0 | 0 | ||
LHC GROUP | COM | 50187A107 | 26,079 | 186,010 | SH | SOLE | 186,010 | 0 | 0 | ||
LINDE PLC | COM | G5494J103 | 995 | 5,750 | SH | SOLE | 5,750 | 0 | 0 | ||
LOWES COMPANIES INC. | COM | 548661107 | 742 | 8,620 | SH | SOLE | 8,620 | 0 | 0 | ||
MASTERCARD INC. | COM | 57636Q104 | 71,933 | 297,786 | SH | SOLE | 297,786 | 0 | 0 | ||
MICROSOFT CORP. | COM | 594918104 | 69,187 | 438,700 | SH | SOLE | 438,700 | 0 | 0 | ||
MIMEDX GROUP INC | COM | 602496101 | 960 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
MONAKER GROUP | COM | 609011200 | 75 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
NAPCO SECURITY TECHNOLOGIES, I | COM | 630402105 | 152 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NATERA INC. | COM | 632307104 | 299 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NESTLE S A ADR | COM | 641069406 | 452 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
NEXTERA ENERGY, INC. | COM | 65339F101 | 722 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
NOBLE ROMAN | COM | 655107100 | 18 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
NORTHERN TECHNOLOGIES INTL COR | COM | 665809109 | 603 | 81,544 | SH | SOLE | 81,544 | 0 | 0 | ||
NOVA MEASURING INSTRUMENTS | COM | M7516K103 | 718 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
PARKER HANNIFIN CORP. | COM | 701094104 | 675 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
PFENEX INC. | COM | 717071104 | 282 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
PROFIRE ENERGY | COM | 74316X101 | 63 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
RESMED, INC. | COM | 761152107 | 442 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
SALESFORCE.COM INC. | COM | 79466L302 | 9,042 | 62,800 | SH | SOLE | 62,800 | 0 | 0 | ||
SAP AKTIENGESELLSCHAFT | COM | 803054204 | 2,320 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
SIERRA WIRELESS INC. | COM | 826516106 | 218 | 38,340 | SH | SOLE | 38,340 | 0 | 0 | ||
SQUARE INC. | COM | 852234103 | 5,343 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
TELADOC HEALTH INC. | COM | 87918A105 | 85,480 | 551,450 | SH | SOLE | 551,450 | 0 | 0 | ||
TEXAS INSTRUMENTS INC. | COM | 882508104 | 400 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
THE TRADE DESK | COM | 88339J105 | 38,123 | 197,530 | SH | SOLE | 197,530 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | 51,763 | 182,520 | SH | SOLE | 182,520 | 0 | 0 | ||
TYLER TECHNOLOGIES, INC. | COM | 902252105 | 22,242 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
UNION PACIFIC CORP. | COM | 907818108 | 1,058 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP. | COM | 91347P105 | 527 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
VISA INC. | COM | 92826c839 | 8,120 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
WATERS CORP. | COM | 941848103 | 528 | 2,900 | SH | SOLE | 2,900 | 0 | 0 |