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 |
|
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 |
ABBOTT LABORATORIES | COM | 002824100 | 283 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
ACCENTURE PLC | COM | G1151C101 | 429 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
ADOBE INC. | COM | 00724F101 | 5,199 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
AIR PRODUCTS & CHEMICALS INC. | COM | 009158106 | 894 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
ALIBABA GROUP HOLDING | COM | 01609W102 | 51,770 | 176,100 | SH | SOLE | 176,100 | 0 | 0 | ||
ALPHABET INC., CLASS-A | COM | 02079K305 | 31,232 | 21,310 | SH | SOLE | 21,310 | 0 | 0 | ||
ALPHABET INC., CLASS-C | COM | 02079K107 | 34,217 | 23,283 | SH | SOLE | 23,283 | 0 | 0 | ||
AMAZON.COM INC. | COM | 023135106 | 114,875 | 36,483 | SH | SOLE | 36,483 | 0 | 0 | ||
AMERICAN EXPRESS CO. | COM | 025816109 | 381 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
AON PLC CL. A | COM | G0408V102 | 248 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
APPLE INC. | COM | 037833100 | 23,647 | 204,188 | SH | SOLE | 204,188 | 0 | 0 | ||
APTARGROUP, INC. | COM | 038336103 | 1,191 | 10,520 | SH | SOLE | 10,520 | 0 | 0 | ||
AUTODESK INC. | COM | 052769106 | 347 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
AVALARA INC. | COM | 05338G106 | 7,367 | 57,850 | SH | SOLE | 57,850 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC. CL. B | COM | 084670702 | 564 | 2,650 | SH | SOLE | 2,650 | 0 | 0 | ||
CALAMP CORP. | COM | 128126109 | 466 | 64,800 | SH | SOLE | 64,800 | 0 | 0 | ||
CHEVRON CORPORATION | COM | 166764100 | 274 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
COSTCO WHOLESALE CORP. | COM | 22160K105 | 1,739 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
DEXCOM INC. | COM | 252131107 | 32,137 | 77,960 | SH | SOLE | 77,960 | 0 | 0 | ||
EASTGROUP PPTY. INC. | COM | 277276101 | 259 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
FACEBOOK INC. CL A | COM | 30303M102 | 93,486 | 356,953 | SH | SOLE | 356,953 | 0 | 0 | ||
FEDEX CORPORATION | COM | 31428X106 | 252 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
FISERV INC. | COM | 337738108 | 564 | 5,472 | SH | SOLE | 5,472 | 0 | 0 | ||
GUARDANT HEALTH, INC. | COM | 40131M109 | 31,738 | 283,930 | SH | SOLE | 283,930 | 0 | 0 | ||
HOME DEPOT INC. | COM | 437076102 | 47,992 | 172,813 | SH | SOLE | 172,813 | 0 | 0 | ||
ICLICK INTERACTIVE ASIA GROUP | COM | 45113Y104 | 133 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ITAMAR MEDICAL LTD. | COM | 465437101 | 388 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
JACK HENRY & ASSOCIATES INC. | COM | 426281101 | 488 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
JOHNSON & JOHNSON INC. | COM | 478160104 | 737 | 4,950 | SH | SOLE | 4,950 | 0 | 0 | ||
JPMORGAN CHASE & COMPANY | COM | 46625H100 | 612 | 6,360 | SH | SOLE | 6,360 | 0 | 0 | ||
LHC GROUP | COM | 50187A107 | 38,835 | 182,700 | SH | SOLE | 182,700 | 0 | 0 | ||
LINDE PLC | COM | G5494J103 | 4,727 | 19,850 | SH | SOLE | 19,850 | 0 | 0 | ||
LOWES COMPANIES INC. | COM | 548661107 | 1,430 | 8,620 | SH | SOLE | 8,620 | 0 | 0 | ||
MASTERCARD INC. | COM | 57636Q104 | 97,137 | 287,243 | SH | SOLE | 287,243 | 0 | 0 | ||
MICROSOFT CORP. | COM | 594918104 | 92,356 | 439,100 | SH | SOLE | 439,100 | 0 | 0 | ||
MIMEDX GROUP INC | COM | 602496101 | 1,112 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
MONAKER GROUP | COM | 609011200 | 88 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
NATERA INC. | COM | 632307104 | 2,781 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
NESTLE S A ADR | COM | 641069406 | 500 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
NEXTERA ENERGY, INC. | COM | 65339F101 | 916 | 3,301 | SH | SOLE | 3,301 | 0 | 0 | ||
NOBLE ROMAN | COM | 655107100 | 24 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
NORTHERN TECHNOLOGIES INTL COR | COM | 665809109 | 345 | 41,544 | SH | SOLE | 41,544 | 0 | 0 | ||
ONTRAK, INC. | COM | 683373104 | 7,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
PARKER HANNIFIN CORP. | COM | 701094104 | 1,052 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
PAYPAL HOLDINGS INC. | COM | 70450Y103 | 305 | 1,549 | SH | SOLE | 1,549 | 0 | 0 | ||
PROFIRE ENERGY | COM | 74316X101 | 59 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
QUALCOMM INC. | COM | 747525103 | 33,648 | 285,925 | SH | SOLE | 285,925 | 0 | 0 | ||
RESMED, INC. | COM | 761152107 | 514 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
SALESFORCE.COM INC. | COM | 79466L302 | 34,154 | 135,900 | SH | SOLE | 135,900 | 0 | 0 | ||
SAP AKTIENGESELLSCHAFT | COM | 803054204 | 3,132 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | ||
SIERRA WIRELESS INC. | COM | 826516106 | 317 | 28,440 | SH | SOLE | 28,440 | 0 | 0 | ||
SOFTBANK CORP ADR | COM | 83404D109 | 451 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
SQUARE INC. | COM | 852234103 | 15,073 | 92,731 | SH | SOLE | 92,731 | 0 | 0 | ||
STARBUCKS CORPORATION | COM | 855244109 | 258 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
T-MOBILE US INC. | COM | 872590104 | 229 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
TELADOC HEALTH INC. | COM | 87918A105 | 58,866 | 268,500 | SH | SOLE | 268,500 | 0 | 0 | ||
TESLA INC. | COM | 88160R101 | 429 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
TEXAS INSTRUMENTS INC. | COM | 882508104 | 571 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
THE TRADE DESK | COM | 88339J105 | 100,711 | 194,130 | SH | SOLE | 194,130 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | 79,394 | 179,820 | SH | SOLE | 179,820 | 0 | 0 | ||
TYLER TECHNOLOGIES, INC. | COM | 902252105 | 26,037 | 74,700 | SH | SOLE | 74,700 | 0 | 0 | ||
UNION PACIFIC CORP. | COM | 907818108 | 1,477 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
VEEVA SYSTEMS INC. | COM | 922475108 | 1,322 | 4,700 | SH | SOLE | 4,700 | 0 | 0 | ||
VISA INC. | COM | 92826c839 | 10,167 | 50,842 | SH | SOLE | 50,842 | 0 | 0 | ||
WATERS CORP. | COM | 941848103 | 391 | 2,000 | SH | SOLE | 2,000 | 0 | 0 |