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
3M Company COM 88579Y101 30,273 158,879 SH   SOLE   151,229 0 7,650
A. O. Smith Corporation COM 831865209 345 8,070 SH   SOLE   3,570 0 4,500
ABIOMED, Inc. COM 003654100 1,251 3,850 SH   SOLE   1,900 0 1,950
AGNC Investment Corp COM 00123Q104 183 10,450 SH   SOLE   2,150 0 8,300
ANSYS, Inc. COM 03662Q105 1,199 8,387 SH   SOLE   3,837 0 4,550
ARRIS International PLC COM G0551A103 281 9,200 SH   SOLE   6,500 0 2,700
AT&T Inc. COM 00206R102 8,604 301,477 SH   SOLE   208,545 0 92,932
AbbVie Inc. COM 00287Y109 1,741 18,882 SH   SOLE   12,282 0 6,600
Abbott Laboratories COM 002824100 3,813 52,721 SH   SOLE   41,755 0 10,966
Accenture PLC COM G1151C101 599 4,251 SH   SOLE   2,901 0 1,350
Activision Blizzard Inc. COM 00507V109 662 14,210 SH   SOLE   14,210 0 0
Acuity Brands, Inc. COM 00508Y102 454 3,950 SH   SOLE   2,700 0 1,250
Adobe Systems Incorporated COM 00724F101 5,779 25,545 SH   SOLE   17,425 0 8,120
Advance Auto Parts, Inc. COM 00751Y106 1,143 7,258 SH   SOLE   3,558 0 3,700
Advanced Micro Devices, Inc. COM 007903107 1,501 81,300 SH   SOLE   37,200 0 44,100
Affiliated Managers Group, Inc COM 008252108 529 5,430 SH   SOLE   2,530 0 2,900
Agilent Technologies Inc. COM 00846U101 2,099 31,110 SH   SOLE   15,410 0 15,700
Air Products & Chemicals, Inc. COM 009158106 2,108 13,172 SH   SOLE   10,422 0 2,750
Alexandria Real Estate Equitie COM 015271109 620 5,382 SH   SOLE   2,582 0 2,800
Align Technology, Inc. COM 016255101 1,568 7,485 SH   SOLE   3,085 0 4,400
Alleghany Corporation COM 017175100 748 1,200 SH   SOLE   750 0 450
Allergan PLC COM G0177J108 2,720 20,350 SH   SOLE   14,450 0 5,900
Alliance Data Systems Corporat COM 018581108 764 5,088 SH   SOLE   2,388 0 2,700
Alliant Energy Corporation COM 018802108 487 11,520 SH   SOLE   5,920 0 5,600
Allison Transmission Holdings COM 01973R101 274 6,250 SH   SOLE   1,250 0 5,000
Alphabet Inc. Class A COM 02079K305 29,052 27,802 SH   SOLE   20,194 0 7,608
Alphabet Inc. Class C COM 02079K107 23,602 22,790 SH   SOLE   22,783 0 7
Altria Group, Inc. COM 02209S103 686 13,886 SH   SOLE   8,556 0 5,330
Amazon.com, Inc. COM 023135106 24,038 16,004 SH   SOLE   10,834 0 5,170
Ameren Corporation COM 023608102 750 11,503 SH   SOLE   6,003 0 5,500
American Campus Communities, I COM 024835100 308 7,450 SH   SOLE   5,250 0 2,200
American Eagle Outfitters COM 02553E106 207 10,700 SH   SOLE   10,700 0 0
American Electric Power Compan COM 025537101 1,282 17,148 SH   SOLE   11,948 0 5,200
American Express Company COM 025816109 3,703 38,845 SH   SOLE   25,245 0 13,600
American Financial Group COM 025932104 488 5,385 SH   SOLE   3,085 0 2,300
American Tower REIT COM 03027X100 2,561 16,190 SH   SOLE   10,950 0 5,240
American Water Works Co., Inc. COM 030420103 782 8,620 SH   SOLE   4,320 0 4,300
Ameriprise Financial, Inc. COM 03076C106 1,455 13,942 SH   SOLE   6,792 0 7,150
AmerisourceBergen Corp. COM 03073E105 1,293 17,385 SH   SOLE   7,285 0 10,100
Amgen, Inc. COM 031162100 33,153 170,306 SH   SOLE   168,006 0 2,300
Analog Devices, Inc. COM 032654105 1,027 11,970 SH   SOLE   11,970 0 0
Annaly Capital Management, Inc COM 035710409 253 25,800 SH   SOLE   5,400 0 20,400
Aon Plc COM G0408V102 1,351 9,291 SH   SOLE   6,041 0 3,250
Apartment Investment and Manag COM 03748R101 315 7,172 SH   SOLE   3,772 0 3,400
Apple Inc. COM 037833100 46,459 294,526 SH   SOLE   214,519 0 80,007
Applied Materials, Inc. COM 038222105 2,690 82,150 SH   SOLE   49,550 0 32,600
AptarGroup, Inc. COM 038336103 310 3,300 SH   SOLE   2,300 0 1,000
Aqua America, Inc. COM 03836W103 331 9,673 SH   SOLE   6,873 0 2,800
Arch Capital Group Ltd. COM G0450A105 444 16,600 SH   SOLE   3,500 0 13,100
Archer Daniels Midland Company COM 039483102 2,334 56,970 SH   SOLE   26,970 0 30,000
Arconic Inc. COM 03965L100 707 41,940 SH   SOLE   20,840 0 21,100
Arthur J. Gallagher & Co. COM 363576109 1,278 17,345 SH   SOLE   8,745 0 8,600
Artista Networks Inc. COM 040413106 1,064 5,050 SH   SOLE   2,400 0 2,650
Ashland Global Holdings Inc. COM 044186104 390 5,500 SH   SOLE   4,500 0 1,000
Aspen Insurance Holdings Limit COM G05384105 219 5,210 SH   SOLE   4,310 0 900
Associated Banc-Corp COM 045487105 367 18,550 SH   SOLE   13,150 0 5,400
Assurant, Inc. COM 04621X108 486 5,431 SH   SOLE   2,531 0 2,900
Atlassian Corp. Plc COM G06242104 222 2,500 SH   SOLE   500 0 2,000
Atmos Energy Corporation COM 049560105 557 6,010 SH   SOLE   4,310 0 1,700
AutoZone, Inc. COM 053332102 2,232 2,663 SH   SOLE   1,313 0 1,350
Autodesk, Inc. COM 052769106 30,093 233,989 SH   SOLE   233,939 0 50
Automatic Data Processing COM 053015103 3,773 28,775 SH   SOLE   19,025 0 9,750
AvalonBay Communities COM 053484101 1,142 6,563 SH   SOLE   3,313 0 3,250
Avery Dennison Corporation COM 053611109 854 9,507 SH   SOLE   4,257 0 5,250
Axalta Coating Systems COM G0750C108 226 9,650 SH   SOLE   1,950 0 7,700
BGC Partners, Inc. COM 05541T101 58 11,150 SH   SOLE   2,450 0 8,700
Bank of America Corporation COM 060505104 10,011 406,295 SH   SOLE   290,632 0 115,663
Baxter International Inc. COM 071813109 1,101 16,730 SH   SOLE   12,060 0 4,670
Bemis Company, Inc. COM 081437105 225 4,900 SH   SOLE   3,500 0 1,400
Berkshire Hathaway Inc. COM 084670702 13,275 65,018 SH   SOLE   46,868 0 18,150
Berry Plastics Group Inc. COM 08579W103 298 6,260 SH   SOLE   1,260 0 5,000
Bio-Rad Laboratories, Inc. COM 090572207 267 1,150 SH   SOLE   800 0 350
Bio-Techne Corp COM 09073M104 619 4,275 SH   SOLE   2,675 0 1,600
Biogen Idec Inc. COM 09062X103 18,338 60,940 SH   SOLE   56,040 0 4,900
BlackRock, Inc. COM 09247X101 1,697 4,320 SH   SOLE   3,020 0 1,300
Booking Holdings Inc. COM 09857L108 3,057 1,775 SH   SOLE   1,175 0 600
Booz Allen Hamilton Hldg COM 099502106 334 7,400 SH   SOLE   1,400 0 6,000
BorgWarner Inc. COM 099724106 746 21,480 SH   SOLE   10,180 0 11,300
Boston Properties, Inc. COM 101121101 838 7,447 SH   SOLE   3,697 0 3,750
Boston Scientific Corp. COM 101137107 3,305 93,525 SH   SOLE   65,125 0 28,400
Bright Horizons Family Soltn COM 109194100 334 3,000 SH   SOLE   600 0 2,400
Bristol Myers Squibb Co. COM 110122108 4,949 95,204 SH   SOLE   63,504 0 31,700
Broadcom Ltd. COM 11135F101 5,324 20,938 SH   SOLE   14,888 0 6,050
Broadridge Financial Solutions COM 11133T103 1,140 11,848 SH   SOLE   5,398 0 6,450
Brown & Brown, Inc. COM 115236101 349 12,650 SH   SOLE   8,850 0 3,800
Brunswick Corporation COM 117043109 418 9,000 SH   SOLE   6,100 0 2,900
Bunge Limited COM G16962105 305 5,700 SH   SOLE   1,200 0 4,500
Burlington Stores, Inc. COM 122017106 289 1,775 SH   SOLE   375 0 1,400
CACI International, Inc. COM 127190304 245 1,700 SH   SOLE   1,700 0 0
CBOE Holdings Inc COM 12503M108 583 5,961 SH   SOLE   2,861 0 3,100
CBRE Group Inc. COM 12504L109 689 17,210 SH   SOLE   7,810 0 9,400
CBS Corporation COM 124857202 1,683 38,490 SH   SOLE   16,890 0 21,600
CDK Global Inc. COM 12508E101 658 13,750 SH   SOLE   8,150 0 5,600
CDW Corp. COM 12514G108 640 7,900 SH   SOLE   1,500 0 6,400
CF Industries Holdings COM 125269100 997 22,910 SH   SOLE   11,210 0 11,700
CIGNA Corporation COM 125523100 2,416 12,721 SH   SOLE   9,134 0 3,587
CME Group COM 12572Q105 38,950 207,050 SH   SOLE   207,027 0 23
CMS Energy Corporation COM 125896100 679 13,677 SH   SOLE   6,777 0 6,900
CNO Financial Group COM 12621E103 168 11,300 SH   SOLE   11,300 0 0
CVS Caremark Corporation COM 126650100 2,992 45,662 SH   SOLE   31,291 0 14,371
Cable One Inc. COM 12685J105 205 250 SH   SOLE   200 0 50
Cabot Corporation COM 127055101 288 6,700 SH   SOLE   4,800 0 1,900
Cadence Design Systems COM 127387108 1,278 29,390 SH   SOLE   13,090 0 16,300
Caesars Entertainment Corp. COM 127686103 82 12,100 SH   SOLE   2,600 0 9,500
Camden Property Trust COM 133131102 436 4,950 SH   SOLE   3,550 0 1,400
Cantel Medical Corp. COM 138098108 337 4,525 SH   SOLE   2,925 0 1,600
Capital One Financial Corp. COM 14040H105 2,538 33,575 SH   SOLE   23,105 0 10,470
Cardinal Health, Inc. COM 14149Y108 1,399 31,370 SH   SOLE   14,870 0 16,500
Carlisle Companies, Inc. COM 142339100 533 5,300 SH   SOLE   3,450 0 1,850
Carter's Inc. COM 146229109 445 5,450 SH   SOLE   3,400 0 2,050
Casey's General Stores, Inc COM 147528103 269 2,100 SH   SOLE   2,100 0 0
Catalent Inc. COM 148806102 504 16,150 SH   SOLE   11,150 0 5,000
Caterpillar Inc. COM 149123101 31,005 243,998 SH   SOLE   234,602 0 9,396
Celanese Corporation COM 150870103 652 7,245 SH   SOLE   1,345 0 5,900
Celgene Corporation COM 151020104 3,308 51,610 SH   SOLE   32,410 0 19,200
Centene Corporation COM 15135B101 2,483 21,532 SH   SOLE   10,232 0 11,300
CenterPoint Energy, Inc. COM 15189T107 710 25,164 SH   SOLE   11,964 0 13,200
Cerner Corporation COM 156782104 244 4,650 SH   SOLE   3,450 0 1,200
Charles River Laboratories COM 159864107 643 5,680 SH   SOLE   3,780 0 1,900
Chemed Corporation COM 16359R103 517 1,825 SH   SOLE   1,175 0 650
Cheniere Energy, Inc. COM 16411R208 340 5,750 SH   SOLE   1,150 0 4,600
Chesapeake Energy Corporation COM 165167107 208 99,000 SH   SOLE   70,300 0 28,700
Chevron Corporation COM 166764100 3,953 36,339 SH   SOLE   23,427 0 12,912
Chipotle Mexican Grill COM 169656105 1,101 2,550 SH   SOLE   1,200 0 1,350
Ciena Corporation COM 171779309 329 9,700 SH   SOLE   9,700 0 0
Cimarex Energy Co. COM 171798101 568 9,220 SH   SOLE   4,520 0 4,700
Cisco Systems, Inc. COM 17275R102 7,268 167,732 SH   SOLE   132,932 0 34,800
Citigroup Inc. COM 172967424 6,351 122,000 SH   SOLE   87,720 0 34,280
Citizens Financial Inc. COM 174610105 1,372 46,135 SH   SOLE   22,835 0 23,300
CoStar Group, Inc. COM 22160N109 659 1,953 SH   SOLE   403 0 1,550
Cognizant Technology Solutions COM 192446102 2,985 47,020 SH   SOLE   29,020 0 18,000
Coherent, Inc. COM 192479103 209 1,975 SH   SOLE   1,525 0 450
Colgate-Palmolive Company COM 194162103 23,478 394,449 SH   SOLE   394,384 0 65
Colony Capital Inc. COM 19626G108 48 10,179 SH   SOLE   2,379 0 7,800
Comcast Corp. Cl. A COM 20030N101 5,082 149,264 SH   SOLE   109,664 0 39,600
ConAgra Brands, Inc. COM 205887102 945 44,242 SH   SOLE   20,009 0 24,233
Concho Resources Inc. COM 20605P101 1,001 9,738 SH   SOLE   4,850 0 4,888
ConocoPhillips COM 20825C104 3,526 56,550 SH   SOLE   44,450 0 12,100
Consolidated Edison, Inc. COM 209115104 1,210 15,828 SH   SOLE   7,528 0 8,300
Constellation Brands, Inc. COM 21036P108 1,934 12,025 SH   SOLE   8,175 0 3,850
Copart, Inc. COM 217204106 1,062 22,220 SH   SOLE   10,220 0 12,000
CoreLogic Inc. COM 21871D103 284 8,500 SH   SOLE   5,300 0 3,200
Costco Wholesale Corporation COM 22160K105 4,950 24,297 SH   SOLE   14,747 0 9,550
Cousins Properties Incorporate COM 222795106 113 14,300 SH   SOLE   14,300 0 0
Crane Co. COM 224399105 271 3,750 SH   SOLE   2,150 0 1,600
Crown Castle International Cor COM 22822V101 1,703 15,675 SH   SOLE   10,275 0 5,400
Cullen/Frost Bankers, Inc. COM 229899109 585 6,650 SH   SOLE   4,800 0 1,850
Cummins Inc. COM 231021106 2,093 15,660 SH   SOLE   7,360 0 8,300
Curtiss-Wright Corp. COM 231561101 490 4,800 SH   SOLE   3,350 0 1,450
Cypress Semiconductor Corporat COM 232806109 383 30,100 SH   SOLE   15,800 0 14,300
Cyrusone Inc COM 23283R100 293 5,550 SH   SOLE   3,950 0 1,600
D.R. Horton, Inc. COM 23331A109 1,239 35,740 SH   SOLE   15,640 0 20,100
DENTSPLY SIRONA Inc. COM 24906P109 835 22,450 SH   SOLE   10,650 0 11,800
DTE Energy Company COM 233331107 1,017 9,216 SH   SOLE   4,366 0 4,850
DXC Technology Company COM 23355L106 754 14,189 SH   SOLE   6,744 0 7,445
DaVita HealthCare Partners Inc COM 23918K108 666 12,950 SH   SOLE   6,450 0 6,500
Danaher Corporation COM 235851102 3,472 33,670 SH   SOLE   24,770 0 8,900
Dell Technologies Inc. COM 24703L202 369 7,558 SH   SOLE   1,597 0 5,961
Devon Energy Corporation COM 25179M103 984 43,675 SH   SOLE   21,875 0 21,800
DexCom, Inc. COM 252131107 500 4,175 SH   SOLE   925 0 3,250
Diamondback Energy Inc. COM 25278X109 674 7,275 SH   SOLE   3,624 0 3,651
Digital Realty Trust, Inc. COM 253868103 1,049 9,849 SH   SOLE   4,899 0 4,950
Discover Financial Services COM 254709108 1,996 33,840 SH   SOLE   16,640 0 17,200
Discovery Communications - Ser COM 25470F302 971 42,089 SH   SOLE   21,350 0 20,739
Dollar Tree Inc. COM 256746108 1,793 19,850 SH   SOLE   9,250 0 10,600
Dominion Resources, Inc. COM 25746U109 1,518 21,246 SH   SOLE   15,546 0 5,700
Domino's Pizza Inc. COM 25754A201 713 2,875 SH   SOLE   2,425 0 450
Douglas Emmett, Inc. COM 25960P109 300 8,800 SH   SOLE   6,200 0 2,600
Dover Corporation COM 260003108 1,056 14,885 SH   SOLE   7,135 0 7,750
DowDuPont Inc. COM 26078J100 4,301 80,417 SH   SOLE   55,621 0 24,796
Duke Energy Corporation COM 26441C204 2,137 24,762 SH   SOLE   17,163 0 7,599
Duke Realty Corporation COM 264411505 439 16,945 SH   SOLE   8,545 0 8,400
ETRADE Financial Corporation COM 269246401 1,103 25,140 SH   SOLE   12,040 0 13,100
EPR Properties COM 26884U109 256 3,995 SH   SOLE   2,795 0 1,200
EQT Corp COM 26884L109 269 14,260 SH   SOLE   10,060 0 4,200
EXACT Sciences Corp. COM 30063P105 208 3,300 SH   SOLE   700 0 2,600
Eagle Materials, Inc. COM 26969P108 339 5,555 SH   SOLE   3,605 0 1,950
East West Bancorp, Inc. COM 27579R104 690 15,850 SH   SOLE   11,150 0 4,700
Eastman Chemical Company COM 277432100 504 6,895 SH   SOLE   3,495 0 3,400
Eaton Vance Corp. COM 278265103 470 13,350 SH   SOLE   8,350 0 5,000
Edison International COM 281020107 928 16,347 SH   SOLE   7,747 0 8,600
Edwards Lifesciences Corp COM 28176E108 1,698 11,088 SH   SOLE   5,238 0 5,850
Electronic Arts Inc. COM 285512109 1,869 23,685 SH   SOLE   15,035 0 8,650
Eli Lilly & Co. COM 532457108 787 6,800 SH   SOLE   5,100 0 1,700
Emerson Electric Co. COM 291011104 2,957 49,490 SH   SOLE   31,190 0 18,300
Encompass Health Corp. COM 29261A100 629 10,200 SH   SOLE   6,000 0 4,200
Ensco Plc COM G3157S106 53 14,800 SH   SOLE   14,800 0 0
Entergy Corporation COM 29364G103 790 9,176 SH   SOLE   4,376 0 4,800
Equifax Inc. COM 294429105 1,104 11,857 SH   SOLE   5,707 0 6,150
Equinix, Inc. COM 29444U700 1,028 2,917 SH   SOLE   1,899 0 1,018
Equitrans Midstream Corp. COM 294600101 224 11,187 SH   SOLE   7,827 0 3,360
Equity Lifestyle Properties, I COM 29472R108 219 2,250 SH   SOLE   450 0 1,800
Equity Residential COM 29476L107 1,141 17,284 SH   SOLE   8,784 0 8,500
Essex Property Trust, Inc. COM 297178105 781 3,185 SH   SOLE   1,585 0 1,600
Evercore Partners Inc. COM 29977A105 354 4,950 SH   SOLE   3,200 0 1,750
Everest Re Group, Ltd. COM G3223R108 952 4,370 SH   SOLE   2,020 0 2,350
Evergy Inc. COM 30034W106 787 13,857 SH   SOLE   6,657 0 7,200
Eversource Energy COM 30040W108 994 15,288 SH   SOLE   7,588 0 7,700
Exelixis, Inc. COM 30161Q104 710 36,100 SH   SOLE   23,400 0 12,700
Exelon Corporation COM 30161N101 1,516 33,604 SH   SOLE   23,251 0 10,353
Extra Space Storage Inc COM 30225T102 600 6,635 SH   SOLE   3,235 0 3,400
Exxon Mobil Corporation COM 30231G102 10,279 150,744 SH   SOLE   111,478 0 39,266
F.N.B. Corporation COM 302520101 174 17,700 SH   SOLE   12,600 0 5,100
FLIR Systems, Inc. COM 302445101 614 14,110 SH   SOLE   6,710 0 7,400
Facebook, Inc. COM 30303M102 13,777 105,092 SH   SOLE   72,892 0 32,200
Fair Isaac Corporation COM 303250104 566 3,025 SH   SOLE   1,825 0 1,200
FedEx Corporation COM 31428X106 1,535 9,517 SH   SOLE   6,067 0 3,450
Federal Realty Inv. Trust COM 313747206 417 3,535 SH   SOLE   1,785 0 1,750
Fidelity National Information COM 31620M106 3,139 30,612 SH   SOLE   15,812 0 14,800
Fifth Third Bancorp COM 316773100 1,502 63,820 SH   SOLE   32,120 0 31,700
First American Financial Corp. COM 31847R102 366 8,200 SH   SOLE   6,500 0 1,700
First Data Corp COM 32008D106 248 14,650 SH   SOLE   2,850 0 11,800
First Solar, Inc. COM 336433107 246 5,800 SH   SOLE   3,200 0 2,600
FirstEnergy Corp. COM 337932107 926 24,665 SH   SOLE   11,732 0 12,933
Five Below Inc. COM 33829M101 348 3,400 SH   SOLE   3,400 0 0
Fleetcor Technologies Inc COM 339041105 1,722 9,270 SH   SOLE   4,420 0 4,850
Flowserve Corporation COM 34354P105 244 6,420 SH   SOLE   3,220 0 3,200
Fluor Corporation (NEW) COM 343412102 229 7,120 SH   SOLE   3,420 0 3,700
Foot Locker, Inc. COM 344849104 303 5,695 SH   SOLE   2,795 0 2,900
Fortinet Inc COM 34959E109 947 13,450 SH   SOLE   6,550 0 6,900
Fortive Corporation COM 34959J108 1,151 17,010 SH   SOLE   7,610 0 9,400
Fortune Brands Home & Security COM 34964C106 578 15,210 SH   SOLE   6,910 0 8,300
Freeport-McMoRan Copper & Gold COM 35671D857 1,285 124,620 SH   SOLE   60,420 0 64,200
Fulton Financial Corp. COM 360271100 186 12,000 SH   SOLE   12,000 0 0
General Dynamics Corporation COM 369550108 3,175 20,198 SH   SOLE   13,148 0 7,050
General Electric Company COM 369604103 3,717 491,020 SH   SOLE   340,720 0 150,300
General Mills, Inc. COM 370334104 9,825 252,300 SH   SOLE   252,300 0 0
General Motors Corporation COM 37045V100 1,526 45,610 SH   SOLE   31,510 0 14,100
Genesee & Wyoming Inc. COM 371559105 244 3,300 SH   SOLE   2,300 0 1,000
Genworth Financial, Inc. COM 37247D106 80 17,150 SH   SOLE   17,150 0 0
Gilead Sciences, Inc. COM 375558103 4,825 77,140 SH   SOLE   47,890 0 29,250
Global Payments Inc. COM 37940X102 214 2,075 SH   SOLE   1,575 0 500
Globus Medical Inc. COM 379577208 216 5,000 SH   SOLE   5,000 0 0
GoDaddy Inc. COM 380237107 505 7,700 SH   SOLE   1,700 0 6,000
Goldman Sachs Group, Inc. COM 38141G104 3,040 18,201 SH   SOLE   12,651 0 5,550
HCP Inc. COM 40414L109 602 21,550 SH   SOLE   11,150 0 10,400
HD Supply Holdings, Inc. COM 40416M105 306 8,150 SH   SOLE   1,650 0 6,500
HEICO Corporation Cl. A COM 422806208 392 6,226 SH   SOLE   1,251 0 4,975
Halliburton Company COM 406216101 968 36,405 SH   SOLE   22,105 0 14,300
Hancock Whitney Corp. COM 410120109 203 5,850 SH   SOLE   5,850 0 0
Hartford Financial Services COM 416515104 1,518 34,145 SH   SOLE   17,145 0 17,000
Hawaiian Electric Industries, COM 419870100 215 5,860 SH   SOLE   4,160 0 1,700
Hewlett Packard Enterprise COM 42824C109 677 51,250 SH   SOLE   35,650 0 15,600
Highwoods Properties, Inc. COM 431284108 217 5,610 SH   SOLE   4,010 0 1,600
Hill-Rom Holdings Inc. COM 431475102 487 5,500 SH   SOLE   2,900 0 2,600
Hilton Worldwide Holdings Inc COM 43300A203 1,088 15,150 SH   SOLE   7,250 0 7,900
HollyFrontier Corp. COM 436106108 768 15,025 SH   SOLE   7,825 0 7,200
Honeywell International Inc. COM 438516106 5,435 41,137 SH   SOLE   26,287 0 14,850
Hospitality Properties Trust COM 44106M102 213 8,900 SH   SOLE   6,300 0 2,600
Host Hotels & Resorts, Inc. COM 44107P104 597 35,818 SH   SOLE   17,718 0 18,100
Hubbell Incorporated COM 443510607 596 6,000 SH   SOLE   3,900 0 2,100
Huntington Bancshares Incorpor COM 446150104 1,290 108,180 SH   SOLE   52,880 0 55,300
Huntington Ingalls Industries COM 446413106 440 2,310 SH   SOLE   1,060 0 1,250
IAC/InterActiveCorp COM 44919P508 700 3,825 SH   SOLE   775 0 3,050
ICU Medical, Incorporated COM 44930G107 431 1,875 SH   SOLE   1,175 0 700
IDEX Corporation COM 45167R104 947 7,500 SH   SOLE   4,250 0 3,250
IDEXX Laboratories, Inc. COM 45168D104 1,319 7,088 SH   SOLE   3,438 0 3,650
IHS Markit Ltd. COM G47567105 821 17,125 SH   SOLE   8,725 0 8,400
IQVIA Holdings Inc. COM 46266C105 1,794 15,445 SH   SOLE   7,795 0 7,650
ITT Inc. COM 45073V108 459 9,500 SH   SOLE   6,700 0 2,800
Illumina, Inc. COM 452327109 1,635 5,450 SH   SOLE   3,650 0 1,800
Incyte Corporation COM 45337C102 1,090 17,140 SH   SOLE   8,040 0 9,100
Ingersoll-Rand Company PLC COM G47791101 2,137 23,425 SH   SOLE   12,025 0 11,400
Ingredion Inc COM 457187102 347 3,800 SH   SOLE   2,700 0 1,100
Integra LifeSciences Holdings COM 457985208 379 8,400 SH   SOLE   5,500 0 2,900
Integrated Device Technology, COM 458118106 213 4,400 SH   SOLE   4,400 0 0
Intel Corporation COM 458140100 8,939 190,469 SH   SOLE   145,969 0 44,500
Interactive Brokers Group, Inc COM 45841N107 243 4,450 SH   SOLE   2,850 0 1,600
IntercontinentalExchange Group COM 45866F104 2,854 37,890 SH   SOLE   27,515 0 10,375
International Business Machine COM 459200101 898 7,901 SH   SOLE   5,201 0 2,700
International Flavors & Fragra COM 459506101 1,382 10,290 SH   SOLE   4,490 0 5,800
International Paper Company COM 460146103 843 20,880 SH   SOLE   9,780 0 11,100
Intuitive Surgical, Inc. COM 46120E602 3,604 7,525 SH   SOLE   5,025 0 2,500
Iron Mountain Incorporated COM 46284V101 462 14,260 SH   SOLE   6,760 0 7,500
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Jacobs Engineering Group Inc. COM 469814107 736 12,590 SH   SOLE   5,890 0 6,700
Jefferies Financial Corp. COM 47233W109 519 29,870 SH   SOLE   14,070 0 15,800
JetBlue Airways Corporation COM 477143101 519 32,300 SH   SOLE   22,300 0 10,000
Johnson & Johnson COM 478160104 13,398 103,824 SH   SOLE   73,194 0 30,630
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KLA-Tencor Corporation COM 482480100 1,279 14,296 SH   SOLE   6,646 0 7,650
Kansas City Southern COM 485170302 956 10,019 SH   SOLE   4,919 0 5,100
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KeyCorp COM 493267108 1,389 93,960 SH   SOLE   43,660 0 50,300
Keysight Technologies COM 49338L103 1,055 17,000 SH   SOLE   8,700 0 8,300
Kilroy Realty Corporation COM 49427F108 336 5,350 SH   SOLE   3,850 0 1,500
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Kinder Morgan Inc. COM 49456B101 1,015 66,010 SH   SOLE   45,641 0 20,369
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L3 Technologies Inc. COM 502413107 644 3,710 SH   SOLE   1,860 0 1,850
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LPL Financial Holdings Inc. COM 50212V100 290 4,750 SH   SOLE   950 0 3,800
Laboratory Corp. of America COM 50540R409 1,234 9,765 SH   SOLE   4,415 0 5,350
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Lennar Corporation COM 526057104 629 16,060 SH   SOLE   7,260 0 8,800
Liberty Property Trust COM 531172104 337 8,050 SH   SOLE   5,750 0 2,300
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Life Storage Inc. COM 53223X107 226 2,428 SH   SOLE   1,728 0 700
Lincoln Electric Holdings, Inc COM 533900106 619 7,850 SH   SOLE   5,150 0 2,700
Lincoln National Corporation COM 534187109 1,107 21,580 SH   SOLE   9,980 0 11,600
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Littelfuse, Inc. COM 537008104 476 2,775 SH   SOLE   1,775 0 1,000
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LogMeIn Inc. COM 54142L109 339 4,150 SH   SOLE   2,150 0 2,000
Louisiana-Pacific Corporation COM 546347105 203 9,150 SH   SOLE   9,150 0 0
Lowe's Companies, Inc. COM 548661107 4,213 45,616 SH   SOLE   28,716 0 16,900
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MGM Resorts International COM 552953101 1,191 49,087 SH   SOLE   22,487 0 26,600
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MSA Safety Inc. COM 553498106 226 2,400 SH   SOLE   2,400 0 0
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MSCI Inc. COM 55354G100 1,377 9,337 SH   SOLE   4,387 0 4,950
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Marathon Petroleum Corp. COM 56585A102 2,711 45,949 SH   SOLE   31,185 0 14,764
Markel Corporation COM 570535104 571 550 SH   SOLE   100 0 450
Marvell Technology Group Ltd. COM G5876H105 389 24,030 SH   SOLE   4,860 0 19,170
Masco Corporation COM 574599106 954 32,610 SH   SOLE   15,010 0 17,600
Masimo Corp. COM 574795100 553 5,150 SH   SOLE   3,200 0 1,950
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McDonald's Corporation COM 580135101 5,747 32,366 SH   SOLE   24,316 0 8,050
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Medical Properties Trust, Inc. COM 58463J304 318 19,800 SH   SOLE   14,000 0 5,800
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Merck & Co., Inc. COM 58933Y105 37,223 487,145 SH   SOLE   476,680 0 10,465
MetLife, Inc. COM 59156R108 2,749 66,960 SH   SOLE   46,560 0 20,400
Michael Kors Holdings Ltd. COM G60754101 601 15,860 SH   SOLE   7,260 0 8,600
Micron Technology, Inc. COM 595112103 2,878 90,710 SH   SOLE   55,910 0 34,800
Microsoft Corporation COM 594918104 29,976 295,122 SH   SOLE   201,368 0 93,754
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Mohawk Industries, Inc. COM 608190104 749 6,405 SH   SOLE   3,055 0 3,350
Molson Coors Brewing Company COM 60871R209 1,036 18,455 SH   SOLE   8,855 0 9,600
Mondelez International Cl. A COM 609207105 30,321 757,456 SH   SOLE   731,095 0 26,361
Morgan Stanley COM 617446448 3,257 82,145 SH   SOLE   57,745 0 24,400
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NXP Semiconductors NV COM N6596X109 224 3,055 SH   SOLE   2,855 0 200
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National Instruments Corp COM 636518102 579 12,750 SH   SOLE   8,250 0 4,500
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Newmont Mining Corporation COM 651639106 1,586 45,767 SH   SOLE   21,267 0 24,500
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NiSource Inc. COM 65473P105 466 18,401 SH   SOLE   8,701 0 9,700
Northern Trust Corporation COM 665859104 1,834 21,940 SH   SOLE   10,790 0 11,150
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Nuance Communications Inc. COM 67020Y100 153 11,550 SH   SOLE   2,450 0 9,100
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Old Republic International Cor COM 680223104 537 26,100 SH   SOLE   17,100 0 9,000
Olin Corporation COM 680665205 342 17,000 SH   SOLE   11,700 0 5,300
Omega Healthcare Investor COM 681936100 385 10,950 SH   SOLE   7,750 0 3,200
Oracle Corporation COM 68389X105 5,690 126,030 SH   SOLE   89,930 0 36,100
Oshkosh Truck Corporation COM 688239201 386 6,300 SH   SOLE   5,200 0 1,100
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PBF Energy Inc COM 69318G106 425 13,000 SH   SOLE   9,200 0 3,800
PG&E Corporation COM 69331C108 623 26,249 SH   SOLE   12,449 0 13,800
PNC Financial Services COM 693475105 3,271 27,975 SH   SOLE   19,475 0 8,500
PPL Corporation COM 69351T106 1,010 35,634 SH   SOLE   16,834 0 18,800
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PVH Corp COM 693656100 725 7,805 SH   SOLE   3,705 0 4,100
PacWest Bancorp COM 695263103 226 6,800 SH   SOLE   4,800 0 2,000
Packaging Corporation of Ameri COM 695156109 897 10,742 SH   SOLE   4,742 0 6,000
Palo Alto Networks, Inc. COM 697435105 447 2,375 SH   SOLE   475 0 1,900
Parker-Hannifin Corporation COM 701094104 1,931 12,950 SH   SOLE   6,450 0 6,500
Parsley Energy COM 701877102 211 13,200 SH   SOLE   2,600 0 10,600
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PayPal Holdings Inc. COM 70450Y103 3,668 43,625 SH   SOLE   29,475 0 14,150
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Pfizer Inc. COM 717081103 9,014 206,498 SH   SOLE   163,398 0 43,100
Philip Morris International COM 718172109 4,685 70,181 SH   SOLE   50,881 0 19,300
Phillips 66 COM 718546104 2,569 29,824 SH   SOLE   20,674 0 9,150
Pinnacle West Capital Corporat COM 723484101 436 5,112 SH   SOLE   2,612 0 2,500
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Quest Diagnostics Incorporated COM 74834L100 1,158 13,910 SH   SOLE   6,710 0 7,200
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RPM International Inc. COM 749685103 438 7,450 SH   SOLE   5,250 0 2,200
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Red Hat, Inc. COM 756577102 1,625 9,250 SH   SOLE   4,350 0 4,900
Regency Centers Corporation COM 758849103 468 7,974 SH   SOLE   4,074 0 3,900
Regions Financial Corporation COM 7591EP100 1,194 89,245 SH   SOLE   36,145 0 53,100
Reinsurance Group of America COM 759351604 771 5,500 SH   SOLE   3,450 0 2,050
Reliance Steel & Aluminum COM 759509102 541 7,600 SH   SOLE   5,400 0 2,200
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ResMed Inc. COM 761152107 851 7,475 SH   SOLE   3,525 0 3,950
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Ross Stores, Inc. COM 778296103 3,110 37,385 SH   SOLE   18,785 0 18,600
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SBA Communications Corporation COM 78410G104 1,003 6,198 SH   SOLE   2,848 0 3,350
SCANA Corporation COM 80589M102 351 7,345 SH   SOLE   3,545 0 3,800
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Schlumberger Limited COM 806857108 17,310 479,764 SH   SOLE   464,756 0 15,008
Sempra Energy COM 816851109 1,506 13,921 SH   SOLE   6,571 0 7,350
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Servicemaster Global COM 81761R109 268 7,300 SH   SOLE   1,500 0 5,800
Sherwin-Williams Company COM 824348106 1,224 3,110 SH   SOLE   2,060 0 1,050
Signature Bank COM 82669G104 573 5,575 SH   SOLE   3,475 0 2,100
Silicon Laboratories COM 826919102 213 2,700 SH   SOLE   2,700 0 0
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Starbucks Corporation COM 855244109 35,458 550,595 SH   SOLE   549,996 0 599
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Teleflex Incorporated COM 879369106 1,066 4,125 SH   SOLE   2,575 0 1,550
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Torchmark Corporation COM 891027104 396 5,320 SH   SOLE   2,620 0 2,700
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Tractor Supply Company COM 892356106 1,089 13,050 SH   SOLE   6,150 0 6,900
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Williams Companies, Inc. COM 969457100 1,355 61,430 SH   SOLE   29,030 0 32,400
Willis Towers Watson PLC COM G96629103 1,974 12,999 SH   SOLE   6,299 0 6,700
Wintrust Financial Corporation COM 97650W108 382 5,750 SH   SOLE   3,950 0 1,800
Worldpay Inc. COM 981558109 952 12,450 SH   SOLE   2,550 0 9,900
Wyndham Destinations COM 98310W108 323 9,000 SH   SOLE   6,800 0 2,200
Wyndham Hotels & Resorts Inc. COM 98311A105 277 6,100 SH   SOLE   3,900 0 2,200
Wynn Resorts, Limited COM 983134107 1,132 11,440 SH   SOLE   4,940 0 6,500
Xcel Energy Inc. COM 98389B100 1,225 24,863 SH   SOLE   12,263 0 12,600
Xerox Corporation COM 984121608 221 11,165 SH   SOLE   5,265 0 5,900
Xilinx, Inc. COM 983919101 2,114 24,825 SH   SOLE   12,525 0 12,300
Yum China Holdings Inc. COM 98850P109 258 7,700 SH   SOLE   1,600 0 6,100
Yum! Brands, Inc. COM 988498101 1,871 20,350 SH   SOLE   15,350 0 5,000
Zebra Technologies Corp. COM 989207105 900 5,650 SH   SOLE   3,350 0 2,300
Zimmer Biomet Holdings, Inc COM 98956P102 1,944 18,738 SH   SOLE   9,688 0 9,050
Zoetis Inc. COM 98978V103 3,114 36,405 SH   SOLE   23,205 0 13,200
Zynga Inc COM 98986T108 62 15,650 SH   SOLE   3,450 0 12,200
athenahealth, Inc COM 04685W103 290 2,200 SH   SOLE   450 0 1,750
eBay Inc. COM 278642103 1,800 64,120 SH   SOLE   45,120 0 19,000
nVent Electric PLC. COM G6700G107 201 8,950 SH   SOLE   6,350 0 2,600
salesforce.com, inc. COM 79466L302 5,333 38,936 SH   SOLE   26,236 0 12,700
iShares S&P 500 Index ETF 464287200 277 1,100 SH   SOLE   1,100 0 0