<SEC-DOCUMENT>0001162044-19-000625.txt : 20191021 <SEC-HEADER>0001162044-19-000625.hdr.sgml : 20191021 <ACCEPTANCE-DATETIME>20191021121532 ACCESSION NUMBER: 0001162044-19-000625 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191021 DATE AS OF CHANGE: 20191021 EFFECTIVENESS DATE: 20191021 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morris Capital Advisors, LLC CENTRAL INDEX KEY: 0001673922 IRS NUMBER: 208694526 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17432 FILM NUMBER: 191159169 BUSINESS ADDRESS: STREET 1: 15 CHESTER COMMONS CITY: MALVERN STATE: PA ZIP: 19380 BUSINESS PHONE: 610-722-0900 MAIL ADDRESS: STREET 1: 15 CHESTER COMMONS CITY: MALVERN STATE: PA ZIP: 19380 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>false</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001673922</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>09-30-2019</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>09-30-2019</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Morris Capital Advisors, LLC</name> <address> <ns1:street1>15 Chester Commons</ns1:street1> <ns1:city>Malvern</ns1:city> <ns1:stateOrCountry>PA</ns1:stateOrCountry> <ns1:zipCode>19380</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-17432</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Daniel A. Morris</name> <title>President</title> <phone>610-722-0900</phone> <signature>Daniel A. Morris</signature> <city>Malvern</city> <stateOrCountry>PA</stateOrCountry> <signatureDate>10-17-2019</signatureDate> </signatureBlock> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>67</tableEntryTotal> <tableValueTotal>113838</tableValueTotal> </summaryPage> </formData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> <DOCUMENT> <TYPE>INFORMATION TABLE <SEQUENCE>2 <FILENAME>infotable.xml <TEXT> <XML> <?xml version="1.0" ?> <informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <infoTable> <nameOfIssuer>AES Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00130h105</cusip> <value>179</value> <shrsOrPrnAmt> <sshPrnamt>10948</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10089</Sole> <Shared>859</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>AT&T, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00206r102</cusip> <value>257</value> <shrsOrPrnAmt> <sshPrnamt>6801</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6159</Sole> <Shared>642</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>AbbVie Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00287y109</cusip> <value>2161</value> <shrsOrPrnAmt> <sshPrnamt>28539</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>28150</Sole> <Shared>389</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Akamai Technologies Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00971T101</cusip> <value>3523</value> <shrsOrPrnAmt> <sshPrnamt>38550</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>38025</Sole> <Shared>525</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Alexion Pharmaceuticals</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>015351109</cusip> <value>1849</value> <shrsOrPrnAmt> <sshPrnamt>18878</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>18613</Sole> <Shared>265</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Algonquin Power & Utilities Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>015857105</cusip> <value>256</value> <shrsOrPrnAmt> <sshPrnamt>18679</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>18679</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Allergan Plc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>g0177j108</cusip> <value>280</value> <shrsOrPrnAmt> <sshPrnamt>1661</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1503</Sole> <Shared>158</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Alphabet Inc. Class A</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>02079k305</cusip> <value>2516</value> <shrsOrPrnAmt> <sshPrnamt>2060</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2043</Sole> <Shared>17</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Alphabet Inc. Class C</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>02079k107</cusip> <value>2295</value> <shrsOrPrnAmt> <sshPrnamt>1883</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1866</Sole> <Shared>17</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Amazon.com Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>5749</value> <shrsOrPrnAmt> <sshPrnamt>3312</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3115</Sole> <Shared>197</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>AmerisourceBergen Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>03073E105</cusip> <value>343</value> <shrsOrPrnAmt> <sshPrnamt>4162</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3769</Sole> <Shared>393</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Anthem, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>036752103</cusip> <value>609</value> <shrsOrPrnAmt> <sshPrnamt>2537</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2298</Sole> <Shared>239</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Apple Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>037833100</cusip> <value>7098</value> <shrsOrPrnAmt> <sshPrnamt>31691</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>29843</Sole> <Shared>1848</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Applied Materials, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>038222105</cusip> <value>586</value> <shrsOrPrnAmt> <sshPrnamt>11750</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10647</Sole> <Shared>1103</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Avery Dennison Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>053611109</cusip> <value>821</value> <shrsOrPrnAmt> <sshPrnamt>7227</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6547</Sole> <Shared>680</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Biogen Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>09062X103</cusip> <value>399</value> <shrsOrPrnAmt> <sshPrnamt>1715</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1557</Sole> <Shared>158</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Buckle Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>118440106</cusip> <value>209</value> <shrsOrPrnAmt> <sshPrnamt>10156</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10156</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>CVS Health Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>126650100</cusip> <value>253</value> <shrsOrPrnAmt> <sshPrnamt>4008</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3701</Sole> <Shared>307</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Cabot Oil & Gas Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>127097103</cusip> <value>344</value> <shrsOrPrnAmt> <sshPrnamt>19574</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>17782</Sole> <Shared>1792</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Carnival Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>143658300</cusip> <value>355</value> <shrsOrPrnAmt> <sshPrnamt>8128</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7366</Sole> <Shared>762</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Centurylink, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>156700106</cusip> <value>218</value> <shrsOrPrnAmt> <sshPrnamt>17484</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>17484</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Charter Communications cl A</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>16119P108</cusip> <value>4070</value> <shrsOrPrnAmt> <sshPrnamt>9876</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>9632</Sole> <Shared>244</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Chubb Limited</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>h1467j104</cusip> <value>3350</value> <shrsOrPrnAmt> <sshPrnamt>20749</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>20254</Sole> <Shared>495</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Church & Dwight Co., Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>171340102</cusip> <value>4431</value> <shrsOrPrnAmt> <sshPrnamt>58894</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>55391</Sole> <Shared>3503</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Cognizant Tech Solutions</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>192446102</cusip> <value>2423</value> <shrsOrPrnAmt> <sshPrnamt>40207</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>39656</Sole> <Shared>551</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Cummins Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>231021106</cusip> <value>590</value> <shrsOrPrnAmt> <sshPrnamt>3626</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3297</Sole> <Shared>329</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>D.R. Horton, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>23331A109</cusip> <value>745</value> <shrsOrPrnAmt> <sshPrnamt>14133</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>12810</Sole> <Shared>1323</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Delta Air Lines, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>247361702</cusip> <value>465</value> <shrsOrPrnAmt> <sshPrnamt>8075</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7338</Sole> <Shared>737</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Diamondback Energy, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>25278X109</cusip> <value>1994</value> <shrsOrPrnAmt> <sshPrnamt>22177</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>21850</Sole> <Shared>327</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Discover Financial Services</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>254709108</cusip> <value>537</value> <shrsOrPrnAmt> <sshPrnamt>6619</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5996</Sole> <Shared>623</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Dollar Tree, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>256746108</cusip> <value>2969</value> <shrsOrPrnAmt> <sshPrnamt>26010</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>25641</Sole> <Shared>369</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Eli Lilly & Co.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>532457108</cusip> <value>3619</value> <shrsOrPrnAmt> <sshPrnamt>32365</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>31916</Sole> <Shared>449</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Energy Transfer, L.P.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>29273V100</cusip> <value>273</value> <shrsOrPrnAmt> <sshPrnamt>20859</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>20859</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Equinix, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>29444U700</cusip> <value>698</value> <shrsOrPrnAmt> <sshPrnamt>1210</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1092</Sole> <Shared>118</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Expedia, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>30212P303</cusip> <value>2262</value> <shrsOrPrnAmt> <sshPrnamt>16830</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>16580</Sole> <Shared>250</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Facebook, Inc. cl A</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>30303m102</cusip> <value>588</value> <shrsOrPrnAmt> <sshPrnamt>3302</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2992</Sole> <Shared>310</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Fidelity National Info Srv</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>31620M106</cusip> <value>5310</value> <shrsOrPrnAmt> <sshPrnamt>39995</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>37473</Sole> <Shared>2522</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>JPMorgan Chase & Co.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46625h100</cusip> <value>660</value> <shrsOrPrnAmt> <sshPrnamt>5608</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5096</Sole> <Shared>512</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Kroger Company</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>501044101</cusip> <value>252</value> <shrsOrPrnAmt> <sshPrnamt>9764</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>9006</Sole> <Shared>758</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>LKQ Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>501889208</cusip> <value>2145</value> <shrsOrPrnAmt> <sshPrnamt>68215</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>67304</Sole> <Shared>911</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Landstar System Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>515098101</cusip> <value>2809</value> <shrsOrPrnAmt> <sshPrnamt>24949</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>24603</Sole> <Shared>346</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Mastercard, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>57636q104</cusip> <value>6220</value> <shrsOrPrnAmt> <sshPrnamt>22905</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>21502</Sole> <Shared>1403</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MetLife, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>59156r108</cusip> <value>350</value> <shrsOrPrnAmt> <sshPrnamt>7427</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6749</Sole> <Shared>678</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Microchip Technology, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>595017104</cusip> <value>634</value> <shrsOrPrnAmt> <sshPrnamt>6827</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6203</Sole> <Shared>624</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Microsoft Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>4694</value> <shrsOrPrnAmt> <sshPrnamt>33762</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>33000</Sole> <Shared>762</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>NetApp, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110d104</cusip> <value>322</value> <shrsOrPrnAmt> <sshPrnamt>6137</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5585</Sole> <Shared>552</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ON Semiconductor Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>682189105</cusip> <value>2586</value> <shrsOrPrnAmt> <sshPrnamt>134597</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>132385</Sole> <Shared>2212</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PNC Financial Services</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>693475105</cusip> <value>648</value> <shrsOrPrnAmt> <sshPrnamt>4626</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>4195</Sole> <Shared>431</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Pepsico, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>713448108</cusip> <value>579</value> <shrsOrPrnAmt> <sshPrnamt>4226</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3822</Sole> <Shared>404</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Preferred Apt Communities cl A</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>74039L103</cusip> <value>172</value> <shrsOrPrnAmt> <sshPrnamt>11931</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>11931</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Public Storage, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>74460d109</cusip> <value>351</value> <shrsOrPrnAmt> <sshPrnamt>1431</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>0</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Raytheon Company</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>755111507</cusip> <value>522</value> <shrsOrPrnAmt> <sshPrnamt>2661</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2423</Sole> <Shared>238</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Robert Half International, Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>770323103</cusip> <value>2139</value> <shrsOrPrnAmt> <sshPrnamt>38437</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>37911</Sole> <Shared>526</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Royal Caribbean Cruises Ltd.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>v7780t103</cusip> <value>2974</value> <shrsOrPrnAmt> <sshPrnamt>27456</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>27083</Sole> <Shared>373</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SEI Investments Co.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>784117103</cusip> <value>1890</value> <shrsOrPrnAmt> <sshPrnamt>31896</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>31896</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Sherwin-Williams Co.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>824348106</cusip> <value>4507</value> <shrsOrPrnAmt> <sshPrnamt>8197</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7705</Sole> <Shared>492</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Skyworks Solutions, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>83088m102</cusip> <value>533</value> <shrsOrPrnAmt> <sshPrnamt>6725</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>6090</Sole> <Shared>635</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Southwest Airlines Co.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>844741108</cusip> <value>2613</value> <shrsOrPrnAmt> <sshPrnamt>48379</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>47724</Sole> <Shared>655</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Texas Instruments, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>882508104</cusip> <value>213</value> <shrsOrPrnAmt> <sshPrnamt>1650</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1650</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Thermo Fisher Scientific, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>883556102</cusip> <value>3104</value> <shrsOrPrnAmt> <sshPrnamt>10658</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10516</Sole> <Shared>142</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>United Rentals, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>911363109</cusip> <value>2182</value> <shrsOrPrnAmt> <sshPrnamt>17504</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>17259</Sole> <Shared>245</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UnitedHealth Group, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>91324P102</cusip> <value>3061</value> <shrsOrPrnAmt> <sshPrnamt>14087</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>13898</Sole> <Shared>189</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VISA, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92826c839</cusip> <value>273</value> <shrsOrPrnAmt> <sshPrnamt>1590</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1590</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Valero Energy Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>91913y100</cusip> <value>700</value> <shrsOrPrnAmt> <sshPrnamt>8217</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>7444</Sole> <Shared>773</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Vaneck Vectors Amt-Free Short</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>57060U803</cusip> <value>192</value> <shrsOrPrnAmt> <sshPrnamt>10870</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10870</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>Walgreens Boots Alliance, Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>931427108</cusip> <value>1567</value> <shrsOrPrnAmt> <sshPrnamt>28337</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>27957</Sole> <Shared>380</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VanEck Vectors Mtge REIT</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92189f452</cusip> <value>322</value> <shrsOrPrnAmt> <sshPrnamt>13848</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>0</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>