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
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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
3M Co. COM 88579y101 23,451 111,725 SH   SOLE   111,725 0 0
8X8 Inc. COM 282914100 13,463 997,250 SH   SOLE   997,250 0 0
Aaron's Inc. COM 002535300 14,713 337,225 SH   SOLE   337,225 0 0
Accenture PLC COM G1151C101 48,551 359,450 SH   SOLE   359,450 0 0
Acxiom Corp. COM 005125109 21,488 872,078 SH   SOLE   872,078 0 0
Adtalem Global Education Inc. COM 00737l103 14,897 415,540 SH   SOLE   415,540 0 0
Allscripts Healthcare Solution COM 01988P108 10,193 716,320 SH   SOLE   716,320 0 0
Alphabet, Inc. Cl A COM 02079k305 11,977 12,300 SH   SOLE   12,300 0 0
Alphabet, Inc. Cl C COM 02079k107 65,891 68,700 SH   SOLE   68,700 0 0
Amazon.com Inc. COM 023135106 15,574 16,200 SH   SOLE   16,200 0 0
American Express Co. COM 025816109 24,189 267,400 SH   SOLE   267,400 0 0
AMETEK Inc. COM 031100100 2,311 35,000 SH   SOLE   35,000 0 0
Amgen Inc. COM 031162100 28,695 153,900 SH   SOLE   153,900 0 0
Analogic Corp. COM 032657207 7,783 92,930 SH   SOLE   92,930 0 0
AngioDynamics Inc. COM 03475V101 14,086 824,201 SH   SOLE   824,201 0 0
Apple Inc. COM 037833100 82,824 537,400 SH   SOLE   537,400 0 0
Aspen Technology, Inc. COM 045327103 12,762 203,180 SH   SOLE   203,180 0 0
Baker Hughes, a GE Company Cl COM 05722G100 1,099 30,000 SH   SOLE   30,000 0 0
Barracuda Networks Inc COM 068323104 15,297 631,340 SH   SOLE   631,340 0 0
Becton Dickinson & Co. COM 075887109 26,786 136,700 SH   SOLE   136,700 0 0
Bio-Rad Laboratories Inc. COM 090572207 12,773 57,477 SH   SOLE   57,477 0 0
Bio-Techne Corp. COM 09073m104 14,092 116,569 SH   SOLE   116,569 0 0
Biogen, Inc. COM 09062X103 22,607 72,200 SH   SOLE   72,200 0 0
BlackBerry Ltd. COM 09228F103 5,590 500,000 SH   SOLE   500,000 0 0
Blackhawk Network Holdings Inc COM 09238E104 15,236 347,850 SH   SOLE   347,850 0 0
Bloomin' Brands Inc. COM 094235108 15,369 873,230 SH   SOLE   873,230 0 0
Boeing Co. COM 097023105 48,402 190,400 SH   SOLE   190,400 0 0
Bottomline Technologies (de), COM 101388106 14,015 440,321 SH   SOLE   440,321 0 0
Bristol-Myers Squibb Co. COM 110122108 25,834 405,300 SH   SOLE   405,300 0 0
BroadSoft Inc. COM 11133B409 14,782 293,885 SH   SOLE   293,885 0 0
Callaway Golf Company COM 131193104 15,660 1,085,240 SH   SOLE   1,085,240 0 0
Canadian National Railway Co. COM 136375102 25,079 302,700 SH   SOLE   302,700 0 0
Canadian Pacific Railway Ltd. COM 13645T100 3,193 19,000 SH   SOLE   19,000 0 0
Capital Senior Living Corp. COM 140475104 11,987 955,164 SH   SOLE   955,164 0 0
Carbonite Inc. COM 141337105 15,657 711,690 SH   SOLE   711,690 0 0
Carrizo Oil & Gas Inc. COM 144577103 17,454 1,018,923 SH   SOLE   1,018,923 0 0
Check Point Software Technolog COM M22465104 24,309 213,200 SH   SOLE   213,200 0 0
Chemical Finl Corp COM 163731102 15,829 302,880 SH   SOLE   302,880 0 0
Chevron Corp. COM 166764100 26,978 229,600 SH   SOLE   229,600 0 0
Chubb Ltd. COM H1467j104 39,216 275,100 SH   SOLE   275,100 0 0
Cisco Systems Inc. COM 17275R102 45,088 1,340,700 SH   SOLE   1,340,700 0 0
CME Group Inc. COM 12572Q105 40,080 295,400 SH   SOLE   295,400 0 0
Cogent Communications Holdings COM 19239V302 14,967 306,075 SH   SOLE   306,075 0 0
Cognizant Technology Solutions COM 192446102 23,010 317,200 SH   SOLE   317,200 0 0
Comcast Corp. Cl A COM 20030N101 54,361 1,412,700 SH   SOLE   1,412,700 0 0
Comerica Inc. COM 200340107 33,471 438,900 SH   SOLE   438,900 0 0
Commvault Systems Inc. COM 204166102 15,005 246,797 SH   SOLE   246,797 0 0
Core Laboratories NV COM N22717107 3,948 40,000 SH   SOLE   40,000 0 0
Corporate Office Properties Tr COM 22002T108 18,654 568,211 SH   SOLE   568,211 0 0
Crane Co. COM 224399105 12,448 155,621 SH   SOLE   155,621 0 0
CVS Health Corp. COM 126650100 12,531 154,100 SH   SOLE   154,100 0 0
Danaher Corp. COM 235851102 21,102 246,000 SH   SOLE   246,000 0 0
Delphi Automotive PLC COM G27823106 4,428 45,000 SH   SOLE   45,000 0 0
Diplomat Pharmacy Inc. COM 25456K101 16,628 802,910 SH   SOLE   802,910 0 0
Discover Financial Services COM 254709108 19,260 298,700 SH   SOLE   298,700 0 0
DowDuPont Inc. COM 26078J100 25,147 363,241 SH   SOLE   363,241 0 0
Ecolab Inc. COM 278865100 5,402 42,000 SH   SOLE   42,000 0 0
Eli Lilly & Co. COM 532457108 23,224 271,500 SH   SOLE   271,500 0 0
EnerSys COM 29275Y102 10,184 147,230 SH   SOLE   147,230 0 0
EOG Resources Inc. COM 26875P101 28,354 293,100 SH   SOLE   293,100 0 0
Equinix Inc. COM 29444u700 36,862 82,595 SH   SOLE   82,595 0 0
Estee Lauder Cos Inc Cl A COM 518439104 36,666 340,000 SH   SOLE   340,000 0 0
Esterline Technologies Corp. COM 297425100 14,804 164,215 SH   SOLE   164,215 0 0
Evercore Inc. COM 29977A105 15,230 189,776 SH   SOLE   189,776 0 0
ExxonMobil Corp. COM 30231G102 43,900 535,500 SH   SOLE   535,500 0 0
Facebook Inc. COM 30303M102 17,890 104,700 SH   SOLE   104,700 0 0
Finisar Corp. COM 31787A507 16,088 725,653 SH   SOLE   725,653 0 0
Five Below, Inc. COM 33829M101 15,429 281,138 SH   SOLE   281,138 0 0
Fortive Corp. COM 34959J108 2,194 31,000 SH   SOLE   31,000 0 0
General Dynamics Corp. COM 369550108 37,847 184,100 SH   SOLE   184,100 0 0
Genesee & Wyoming Inc. COM 371559105 21,486 290,316 SH   SOLE   290,316 0 0
Glacier Bancorp Inc. COM 37637Q105 21,785 576,942 SH   SOLE   576,942 0 0
Globus Medical Inc. COM 379577208 15,085 507,567 SH   SOLE   507,567 0 0
Goodyear Tire & Rubber Co. COM 382550101 16,296 490,100 SH   SOLE   490,100 0 0
GrubHub Inc. COM 400110102 14,695 279,053 SH   SOLE   279,053 0 0
GTT Communications Inc. COM 362393100 15,158 478,934 SH   SOLE   478,934 0 0
Gulfport Energy Corp. COM 402635304 15,574 1,086,055 SH   SOLE   1,086,055 0 0
Haemonetics Corp. COM 405024100 15,715 350,226 SH   SOLE   350,226 0 0
Healthcare Services Group COM 421906108 14,887 275,840 SH   SOLE   275,840 0 0
Healthsouth Corp COM 421924309 13,894 299,764 SH   SOLE   299,764 0 0
Heartland Financial USA Inc. COM 42234Q102 4,943 100,069 SH   SOLE   100,069 0 0
Hi-Crush Partners LP COM 428337109 510 53,679 SH   SOLE   53,679 0 0
Hillenbrand Inc. COM 431571108 10,089 259,680 SH   SOLE   259,680 0 0
Home Depot Inc. COM 437076102 37,194 227,400 SH   SOLE   227,400 0 0
Honeywell International, Inc. COM 438516106 45,980 324,400 SH   SOLE   324,400 0 0
Innophos Holdings Inc. COM 45774N108 6,071 123,416 SH   SOLE   123,416 0 0
j2 Global Inc. COM 48123V102 15,752 213,209 SH   SOLE   213,209 0 0
Johnson & Johnson COM 478160104 22,011 169,300 SH   SOLE   169,300 0 0
JPMorgan Chase & Co. COM 46625H100 37,937 397,200 SH   SOLE   397,200 0 0
KB Home COM 48666K109 14,667 608,074 SH   SOLE   608,074 0 0
Knight-Swift Transportation Ho COM 499049104 14,108 339,541 SH   SOLE   339,541 0 0
Kraft Heinz Co. COM 500754106 22,699 292,700 SH   SOLE   292,700 0 0
Magellan Health Inc. COM 559079207 15,406 178,522 SH   SOLE   178,522 0 0
Marathon Petroleum Corp. COM 56585A102 20,817 371,200 SH   SOLE   371,200 0 0
Marriott International Cl A COM 571903202 34,269 310,800 SH   SOLE   310,800 0 0
Mastercard Inc. CL A COM 57636Q104 5,366 38,000 SH   SOLE   38,000 0 0
Maximus, Inc. COM 577933104 15,858 245,860 SH   SOLE   245,860 0 0
McDonald's Corp. COM 580135101 48,774 311,300 SH   SOLE   311,300 0 0
MDC Partners Inc. COM 552697104 13,567 1,233,325 SH   SOLE   1,233,325 0 0
MEDNAX Inc. COM 58502B106 5,455 126,500 SH   SOLE   126,500 0 0
Medtronic PLC COM G5960L103 47,906 616,000 SH   SOLE   616,000 0 0
Merck & Co. Inc. COM 58933Y105 53,529 836,000 SH   SOLE   836,000 0 0
Meredith Corp. COM 589433101 10,448 188,250 SH   SOLE   188,250 0 0
Microchip Technology Inc. COM 595017104 6,285 70,000 SH   SOLE   70,000 0 0
Microsemi Corp. COM 595137100 10,382 201,668 SH   SOLE   201,668 0 0
Microsoft Corp. COM 594918104 106,722 1,432,700 SH   SOLE   1,432,700 0 0
Mobile Mini Inc. COM 60740F105 15,267 443,157 SH   SOLE   443,157 0 0
Morgan Stanley COM 617446448 55,034 1,142,500 SH   SOLE   1,142,500 0 0
Natus Medical Inc. COM 639050103 10,236 272,970 SH   SOLE   272,970 0 0
NetScout Systems Inc. COM 64115T104 14,858 459,295 SH   SOLE   459,295 0 0
NICE Ltd. (ADR) COM 653656108 22,217 273,240 SH   SOLE   273,240 0 0
Nuance Communications Inc. COM 67020Y100 12,487 794,353 SH   SOLE   794,353 0 0
NuVasive Inc. COM 670704105 15,031 271,020 SH   SOLE   271,020 0 0
Omnicell Inc. COM 68213N109 13,902 272,319 SH   SOLE   272,319 0 0
Omnicom Group Inc. COM 681919106 28,043 378,600 SH   SOLE   378,600 0 0
ON Semiconductor Corp. COM 682189105 14,629 792,020 SH   SOLE   792,020 0 0
Open Text Corp. COM 683715106 14,098 436,620 SH   SOLE   436,620 0 0
Oracle Corp. COM 68389X105 22,280 460,800 SH   SOLE   460,800 0 0
Orthofix Intl N V COM COM N6748L102 15,724 332,786 SH   SOLE   332,786 0 0
Outfront Media Inc. COM 69007J106 12,751 506,400 SH   SOLE   506,400 0 0
Owens & Minor Inc. COM 690732102 14,895 510,113 SH   SOLE   510,113 0 0
Parker Hannifin Corp. COM 701094104 3,850 22,000 SH   SOLE   22,000 0 0
Penn National Gaming Inc. COM 707569109 15,489 662,202 SH   SOLE   662,202 0 0
PepsiCo Inc. COM 713448108 49,653 445,600 SH   SOLE   445,600 0 0
Philip Morris International In COM 718172109 37,910 341,500 SH   SOLE   341,500 0 0
Planet Fitness Inc. Cl A COM 72703H101 14,093 522,339 SH   SOLE   522,339 0 0
Plantronics Inc. COM 727493108 15,143 342,446 SH   SOLE   342,446 0 0
PNC Financial Services Group COM 693475105 51,725 383,800 SH   SOLE   383,800 0 0
PRA Group Inc. COM 69354N106 10,934 381,646 SH   SOLE   381,646 0 0
Praxair Inc. COM 74005P104 19,689 140,900 SH   SOLE   140,900 0 0
Pretium Res Inc COM 74139C102 3,056 330,000 SH   SOLE   330,000 0 0
Priceline Group Inc COM 741503403 20,688 11,300 SH   SOLE   11,300 0 0
Procter & Gamble Co. COM 742718109 42,178 463,600 SH   SOLE   463,600 0 0
Quanta Services Inc. COM 74762E102 12,526 335,190 SH   SOLE   335,190 0 0
Raymond James Financial Corp. COM 754730109 3,197 37,910 SH   SOLE   37,910 0 0
RE MAX Holdings, Inc. COM 75524W108 10,223 160,860 SH   SOLE   160,860 0 0
Regal Beloit Corp. COM 758750103 15,323 193,962 SH   SOLE   193,962 0 0
Regal Entertainment Group CL A COM 758766109 15,383 961,450 SH   SOLE   961,450 0 0
Roche Holding Ltd ADR COM 771195104 14,131 441,600 SH   SOLE   441,600 0 0
S&P Global, Inc. COM 78409V104 50,066 320,300 SH   SOLE   320,300 0 0
Schlumberger Ltd. COM 806857108 28,650 410,700 SH   SOLE   410,700 0 0
Select Comfort Corp. COM 81616X103 15,260 491,466 SH   SOLE   491,466 0 0
Skywest Inc. COM 830879102 18,478 420,905 SH   SOLE   420,905 0 0
Skyworks Solutions Inc. COM 83088M102 3,057 30,000 SH   SOLE   30,000 0 0
Stifel Financial Corp. COM 860630102 15,477 289,515 SH   SOLE   289,515 0 0
Stryker Corp. COM 863667101 26,203 184,500 SH   SOLE   184,500 0 0
Synopsys Inc. COM 871607107 22,967 285,200 SH   SOLE   285,200 0 0
TE Connectivity Ltd. COM H84989104 3,821 46,000 SH   SOLE   46,000 0 0
Texas Instruments Inc. COM 882508104 65,527 731,000 SH   SOLE   731,000 0 0
Texas Roadhouse Inc. COM 882681109 15,190 309,116 SH   SOLE   309,116 0 0
The Habit Restaurants, Inc. COM 40449J103 8,556 655,630 SH   SOLE   655,630 0 0
Tile Shop Holdings Inc. COM 88677Q109 13,509 1,063,682 SH   SOLE   1,063,682 0 0
Time Warner Inc. COM 887317303 19,425 189,600 SH   SOLE   189,600 0 0
Tivity Health Inc. COM 88870R102 14,956 366,570 SH   SOLE   366,570 0 0
TJX Companies Inc. COM 872540109 45,101 611,700 SH   SOLE   611,700 0 0
Tower Semiconductor Ltd. COM M87915274 15,273 496,680 SH   SOLE   496,680 0 0
Travelers Companies Inc. COM 89417E109 32,492 265,200 SH   SOLE   265,200 0 0
TRI Pointe Group, Inc. COM 87265H109 16,238 1,175,841 SH   SOLE   1,175,841 0 0
Unilever NV ADR COM 904784709 44,634 756,000 SH   SOLE   756,000 0 0
United Parcel Service Inc. COM 911312106 2,402 20,000 SH   SOLE   20,000 0 0
United Technologies Corp. COM 913017109 31,980 275,500 SH   SOLE   275,500 0 0
UnitedHealth Group Inc. COM 91324P102 56,483 288,400 SH   SOLE   288,400 0 0
VeriFone Holdings Inc. COM 92342Y109 18,672 920,717 SH   SOLE   920,717 0 0
Verint Systems Inc. COM 92343X100 10,093 241,180 SH   SOLE   241,180 0 0
Verisk Analytics Inc. COM 92345Y106 21,904 263,300 SH   SOLE   263,300 0 0
Verizon Communications COM 92343V104 48,857 987,200 SH   SOLE   987,200 0 0
Vestas Wind Systems A/S COM 925458101 5,127 170,000 SH   SOLE   170,000 0 0
Visa Inc. COM 92826C839 80,277 762,800 SH   SOLE   762,800 0 0
Waste Connections Inc. COM 94106b101 5,894 84,255 SH   SOLE   84,255 0 0
Webster Financial Corp. COM 947890109 27,528 523,839 SH   SOLE   523,839 0 0
Western Alliance Bancorporatio COM 957638109 14,250 268,471 SH   SOLE   268,471 0 0
Woodward, Inc. COM 980745103 12,837 165,408 SH   SOLE   165,408 0 0
WSFS Finl Corp COM 929328102 15,545 318,875 SH   SOLE   318,875 0 0
Xylem Inc. COM 98419M100 5,637 90,000 SH   SOLE   90,000 0 0
Zoetis Inc. COM 98978V103 35,731 560,400 SH   SOLE   560,400 0 0
iShares Core High Div ETF COM 46429B663 34,439 400,689 SH   SOLE   400,689 0 0
iShares Core S&P Mid-Cap ETF COM 464287507 32,005 178,900 SH   SOLE   178,900 0 0
iShares International Select D COM 464288448 9,950 294,719 SH   SOLE   294,719 0 0
iShares Russell 1000 Growth In COM 464287614 12,311 98,440 SH   SOLE   98,440 0 0
iShares Russell 1000 Value ETF COM 464287598 12,146 102,489 SH   SOLE   102,489 0 0
iShares Russell Mid-Cap Value COM 464287473 27,232 320,641 SH   SOLE   320,641 0 0
SPDR S&P MidCap 400 ETF Trust COM 78467y107 14,913 45,700 SH   SOLE   45,700 0 0
SPDR Trust Series 1 COM 78462F103 23,113 92,000 SH   SOLE   92,000 0 0
Utilities Select Sector SPDR COM 81369Y886 22,302 420,400 SH   SOLE   420,400 0 0
SPDR Portfolio Intermediate Term Corp. Bond ETF COM 78464A375 32,228 933,866 SH   SOLE   933,866 0 0
iShares iBoxx Investment Grade Corp. Bond ETF COM 464287242 110,025 907,572 SH   SOLE   907,572 0 0
SPDR Portfolio Short Term Corp. Bond ETF COM 78464A474 21,001 684,735 SH   SOLE   684,735 0 0
iShares 0-5 Year High Yield Corp. Bond ETF COM 46434V407 3,405 71,173 SH   SOLE   71,173 0 0
SPDR BBG Barclays Short Term High Yield Bond ETF COM 78468R408 22,167 792,542 SH   SOLE   792,542 0 0