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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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
1/100 Berkshire Hthwy Cl A (Sc COM 084670108 250 1 SH   SOLE   100 0 0
AT&T Inc. COM 00206r102 12,472 300,177 SH   SOLE   300,177 0 0
Abbott Laboratories COM 002824100 213 4,800 SH   SOLE   4,800 0 0
Abraxas Petroleum Corp COM 003830106 2,999 1,484,485 SH   SOLE   1,484,485 0 0
Agilent Technologies Inc. COM 00846u101 450 8,510 SH   SOLE   8,510 0 0
Allison Transmission Holdings, COM 01973r101 483 13,390 SH   SOLE   13,390 0 0
Alphabet Inc. Class A COM 02079k305 77,839 91,813 SH   SOLE   91,185 0 628
Alphabet Inc. Class C COM 02079k107 42,060 50,701 SH   SOLE   50,353 0 348
Altria Group, Inc. COM 02209s103 329 4,600 SH   SOLE   4,600 0 0
Apple Inc. COM 037833100 57,485 400,143 SH   SOLE   397,443 0 2,700
Applied Materials, Inc. COM 038222105 654 16,820 SH   SOLE   16,820 0 0
AptarGroup, Inc. COM 038336103 402 5,225 SH   SOLE   5,225 0 0
Astec Industries Inc COM 046224101 4,151 67,500 SH   SOLE   67,500 0 0
Automatic Data Processing COM 053015103 512 5,000 SH   SOLE   5,000 0 0
Axalta Coating Systems Ltd. COM g0750c108 403 12,500 SH   SOLE   12,500 0 0
BGC Partners, Inc. COM 05541t101 2,068 182,025 SH   SOLE   182,025 0 0
Baxter International Inc. COM 071813109 73,559 1,418,415 SH   SOLE   1,408,615 0 9,800
Berkshire Hathaway Cl B COM 084670702 875 5,248 SH   SOLE   5,248 0 0
BioTelementry, Inc. COM 090672106 3,838 132,587 SH   SOLE   132,587 0 0
Blue Baffalo Pet Products, Inc COM 09531u102 478 20,780 SH   SOLE   20,780 0 0
Boston Scientific Corporation COM 101137107 52,968 2,129,810 SH   SOLE   2,115,210 0 14,600
Bright Horizons Family Solutio COM 109194100 442 6,100 SH   SOLE   6,100 0 0
Bristol-Myers Squibb Company COM 110122108 427 7,850 SH   SOLE   7,850 0 0
BroadSoft Inc. COM 11133b409 3,284 81,700 SH   SOLE   81,700 0 0
CBS Corporation COM 124857202 71,138 1,025,631 SH   SOLE   1,018,681 0 6,950
CDW Corporation COM 12514g108 568 9,835 SH   SOLE   9,835 0 0
CNO Financial Group, Inc. COM 12621e103 416 20,305 SH   SOLE   20,305 0 0
CUI Global, Inc. COM 126576206 840 177,175 SH   SOLE   177,175 0 0
Canadian Pac Ltd New COM 13645t100 235 1,600 SH   SOLE   1,600 0 0
Carbonite Inc. COM 141337105 3,433 169,125 SH   SOLE   169,125 0 0
Celgene Corp. COM 151020104 44,655 358,874 SH   SOLE   356,424 0 2,450
Charter Communications, Inc. COM 16119p108 361 1,104 SH   SOLE   1,104 0 0
Chemical Financial Corporation COM 163731102 2,156 42,156 SH   SOLE   42,156 0 0
Chesapeake Utilities Corp COM 165303108 1,241 17,927 SH   SOLE   17,927 0 0
Chevron Corp COM 166764100 20,937 195,000 SH   SOLE   195,000 0 0
Cigna Corp COM 125509109 375 2,563 SH   SOLE   2,563 0 0
Cintas Corporation COM 172908105 568 4,490 SH   SOLE   4,490 0 0
Cirrus Logic, Inc. COM 172755100 3,905 64,350 SH   SOLE   64,350 0 0
Cisco Systems, Inc. COM 17275R102 343 10,150 SH   SOLE   10,150 0 0
Coca-Cola COM 191216100 233 5,485 SH   SOLE   5,485 0 0
Colfax Corportaion COM 194014106 574 14,630 SH   SOLE   14,630 0 0
CommScope Holding Company, Inc COM 20337x109 38,009 911,275 SH   SOLE   905,075 0 6,200
Commerce Bancshares Inc. COM 200525103 247 4,390 SH   SOLE   4,390 0 0
Conagra Brands Inc. COM 205887102 76,913 1,906,624 SH   SOLE   1,896,974 0 9,650
ConocoPhillips COM 20825c104 21,108 423,255 SH   SOLE   423,255 0 0
Cousins Properties, Inc. COM 222795106 2,100 253,925 SH   SOLE   253,925 0 0
Cross Country Healthcare, Inc. COM 227483104 1,568 109,200 SH   SOLE   109,200 0 0
Danaher Corp. COM 235851102 58,710 686,420 SH   SOLE   681,727 0 4,693
Darden Restaurants, Inc. COM 237194105 420 5,025 SH   SOLE   5,025 0 0
Discover Financial Services COM 254709108 548 8,008 SH   SOLE   8,008 0 0
Dish Network Corp. COM 25470M109 34,779 547,780 SH   SOLE   544,030 0 3,750
E Trade Financial Corporation COM 269246401 37,192 1,065,970 SH   SOLE   1,058,670 0 7,300
EMCORE Corporation COM 290846203 3,255 361,650 SH   SOLE   361,650 0 0
Earthstone Energy Inc. COM 27032d205 1,508 118,215 SH   SOLE   118,215 0 0
Eaton Corporation PLC COM g29183103 20,444 275,711 SH   SOLE   275,711 0 0
Echo Global Logistics, Inc. COM 27875t101 1,649 77,225 SH   SOLE   77,225 0 0
Emerson Electric Co. COM 291011104 18,622 311,085 SH   SOLE   311,085 0 0
Evolution Petroleum Corporatio COM 30049a107 1,498 187,285 SH   SOLE   187,285 0 0
Exxon Mobil Corp COM 30231G102 524 6,392 SH   SOLE   6,392 0 0
F.N.B. Corporation COM 302520101 4,904 329,800 SH   SOLE   329,800 0 0
Fabrinet COM g3323l100 6,222 148,035 SH   SOLE   148,035 0 0
Fastenal Co. COM 311900104 48,143 934,825 SH   SOLE   928,375 0 6,450
Federal Agricultural Mortgage COM 313148306 2,534 44,021 SH   SOLE   44,021 0 0
Ferro Corporation COM 315405100 1,773 116,720 SH   SOLE   116,720 0 0
First Internet Bancorp COM 320557101 3,807 129,055 SH   SOLE   129,055 0 0
Flex Ltd COM Y2573F102 539 32,065 SH   SOLE   32,065 0 0
Flotek Industries Inc. COM 343389102 2,240 175,175 SH   SOLE   175,175 0 0
Fortinet Inc. COM 34959e109 3,560 92,824 SH   SOLE   92,824 0 0
Fortive Corporation COM 34959j108 47,755 793,002 SH   SOLE   787,606 0 5,396
Fox Factory Holding Corp COM 35138v102 3,363 117,175 SH   SOLE   117,175 0 0
Franklin Financial Network Inc COM 35352p104 1,094 28,235 SH   SOLE   28,235 0 0
General Dynamics Corp COM 369550108 499 2,665 SH   SOLE   2,665 0 0
General Electric Company COM 369604103 18,396 617,311 SH   SOLE   617,311 0 0
General Mills, Inc. COM 370334104 19,357 328,030 SH   SOLE   328,030 0 0
Gilead Sciences, Inc. COM 375558103 228 3,350 SH   SOLE   3,350 0 0
Granite Construction Inc. COM 387328107 2,428 48,375 SH   SOLE   48,375 0 0
HCA Co. COM 40412c101 384 4,320 SH   SOLE   4,320 0 0
Health Insurance Innovations I COM 42225k106 2,094 130,875 SH   SOLE   130,875 0 0
Home Depot COM 437076102 485 3,301 SH   SOLE   3,301 0 0
Hooker Furniture Corporation COM 439038100 4,153 133,736 SH   SOLE   133,736 0 0
INC Research Holdings Inc COM 45329r109 353 7,695 SH   SOLE   7,695 0 0
INTL FCStone Inc COM 46116v105 2,754 72,550 SH   SOLE   72,550 0 0
Inphi Corporation COM 45772f107 5,935 121,575 SH   SOLE   121,575 0 0
Insteel Industries Inc COM 45774w108 2,163 59,850 SH   SOLE   59,850 0 0
Intel Corp. COM 458140100 16,986 470,919 SH   SOLE   470,919 0 0
International Business Machine COM 459200101 265 1,524 SH   SOLE   1,524 0 0
Itron Inc. COM 465741106 3,621 59,650 SH   SOLE   59,650 0 0
JP Morgan Chase & Co. COM 46625H100 99,470 1,132,398 SH   SOLE   1,127,098 0 5,300
Johnson & Johnson COM 478160104 23,416 188,009 SH   SOLE   188,009 0 0
Johnson Outdoors Inc COM 479167108 1,819 49,825 SH   SOLE   49,825 0 0
Juniper Networks COM 48203r104 377 13,535 SH   SOLE   13,535 0 0
Kennametal Inc COM 489170100 460 11,715 SH   SOLE   11,715 0 0
LGI Homes, Inc. COM 50187t106 3,151 92,925 SH   SOLE   92,925 0 0
Las Vegas Sands Corp. COM 517834107 19,916 348,971 SH   SOLE   348,971 0 0
Legget & Platt COM 524660107 411 8,175 SH   SOLE   8,175 0 0
Lennox International Inc. COM 526107107 436 2,607 SH   SOLE   2,607 0 0
Lincoln National COM 534187109 63,502 970,235 SH   SOLE   963,735 0 6,500
Lockheed Martin Corp COM 539830109 14,482 54,117 SH   SOLE   54,117 0 0
Lowe's Companies Inc. COM 548661107 54,882 667,584 SH   SOLE   663,034 0 4,550
Lumentum Holdings Inc. COM 55024u109 8,352 156,550 SH   SOLE   156,550 0 0
MACOM Technology Solutions Hol COM 55405y100 6,069 125,650 SH   SOLE   125,650 0 0
Marcus Corporation COM 566330106 5,515 171,800 SH   SOLE   171,800 0 0
Marvell Technology Group LTD COM g5876h105 85,245 5,586,155 SH   SOLE   5,556,205 0 29,950
Masco Corporation COM 574599106 70,238 2,066,425 SH   SOLE   2,052,275 0 14,150
Mastec, Inc. COM 576323109 3,793 94,700 SH   SOLE   94,700 0 0
Mastercard, Inc. COM 57636q104 50,935 452,876 SH   SOLE   449,776 0 3,100
Mattel, Inc. COM 577081102 12,348 482,154 SH   SOLE   482,154 0 0
MaxLinear, Inc. COM 57776j100 5,653 201,550 SH   SOLE   201,550 0 0
Maxim Integrated Products, Inc COM 57772k101 12,559 279,341 SH   SOLE   279,341 0 0
McDonald's Corp. COM 580135101 12,206 94,175 SH   SOLE   94,175 0 0
Merit Medical Systems, Inc. COM 589889104 5,238 181,250 SH   SOLE   181,250 0 0
Metlife Inc. COM 59156r108 15,808 299,275 SH   SOLE   299,275 0 0
Microsoft Corp. COM 594918104 16,115 244,688 SH   SOLE   244,688 0 0
Midland States Bancorp, Inc. COM 597742105 1,092 31,750 SH   SOLE   31,750 0 0
Monarch Casino & Resort, Inc. COM 609027107 3,431 116,137 SH   SOLE   116,137 0 0
Monsanto COM 61166w101 226 2,000 SH   SOLE   2,000 0 0
NCR Corp. COM 62886e108 541 11,850 SH   SOLE   11,850 0 0
NVIDIA Corporation COM 67066g104 1,235 11,335 SH   SOLE   11,335 0 0
NVR, Inc. COM 62944t105 565 268 SH   SOLE   268 0 0
NeoPhotonics Corporation COM 64051t100 2,247 249,425 SH   SOLE   249,425 0 0
NetApp Inc. COM 64110d104 35,709 853,255 SH   SOLE   847,455 0 5,800
New Residential Investment Gro COM 64828t201 2,763 162,700 SH   SOLE   162,700 0 0
Newell Brands Inc. COM 651229106 484 10,265 SH   SOLE   10,265 0 0
Nova Measuring Instruments Ltd COM m7516k103 4,065 218,645 SH   SOLE   218,645 0 0
Nuance Communications, Inc. COM 67020y100 327 18,890 SH   SOLE   18,890 0 0
ON Semiconductor Corp. COM 682189105 69,997 4,518,870 SH   SOLE   4,487,320 0 31,550
Occidental Petroleum Corp. COM 674599105 18,135 286,222 SH   SOLE   286,222 0 0
Omnicom Group COM 681919106 396 4,590 SH   SOLE   4,590 0 0
Ooma, Inc. COM 683416101 2,920 293,450 SH   SOLE   293,450 0 0
Orchids Paper Products Company COM 68572n104 1,806 75,265 SH   SOLE   75,265 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 4,366 113,250 SH   SOLE   113,250 0 0
Panera Bread Co. COM 69840w108 441 1,685 SH   SOLE   1,685 0 0
Patrick Industries, Inc. COM 703343103 3,534 49,840 SH   SOLE   49,840 0 0
Pentair PLC COM g7s00t104 39,838 634,560 SH   SOLE   630,210 0 4,350
PepsiCo, Inc. COM 713448108 23,929 213,921 SH   SOLE   213,921 0 0
Pfizer Inc. COM 717081103 22,906 669,575 SH   SOLE   669,575 0 0
Philip Morris International COM 718172109 368 3,260 SH   SOLE   3,260 0 0
Phillips 66 COM 718546104 234 2,950 SH   SOLE   2,950 0 0
Pinnacle Entertainment, Inc COM 72348y105 3,299 169,025 SH   SOLE   169,025 0 0
Pinnacle Foods Inc. COM 72348p104 516 8,910 SH   SOLE   8,910 0 0
Ply Gem Holdings Inc COM 72941w100 2,447 124,200 SH   SOLE   124,200 0 0
Post Holdings, Inc. COM 737446104 78,971 902,319 SH   SOLE   896,109 0 6,210
Principal Financial Group, Inc COM 74251v102 27,007 427,943 SH   SOLE   427,943 0 0
Procter & Gamble COM 742718109 11,530 128,329 SH   SOLE   128,329 0 0
Prudential Financial Inc. COM 744320102 22,939 215,026 SH   SOLE   215,026 0 0
QUALCOMM Incorporated COM 747525103 13,520 235,781 SH   SOLE   235,781 0 0
Radian Group, Inc. COM 750236101 2,012 112,000 SH   SOLE   112,000 0 0
Red Hat, Inc. COM 756577102 61,843 714,945 SH   SOLE   710,045 0 4,900
Reliance Steel & Aluminum Co. COM 759509102 400 5,000 SH   SOLE   5,000 0 0
Schlumberger LTD COM 806857108 35,755 457,810 SH   SOLE   454,660 0 3,150
Seagate Technology plc COM G7945m107 54,295 1,182,115 SH   SOLE   1,176,215 0 5,900
ServiceMaster Global Holdings COM 81761r109 423 10,140 SH   SOLE   10,140 0 0
Skyworks Solutions, Inc. COM 83088m102 67,815 692,134 SH   SOLE   687,334 0 4,800
Solar Capital Ltd. COM 83413u100 2,646 117,033 SH   SOLE   117,033 0 0
South State Corporation COM 840441109 1,711 19,150 SH   SOLE   19,150 0 0
Spire Inc COM 84857l101 1,655 24,525 SH   SOLE   24,525 0 0
Sterling Bancorp COM 85917a100 4,338 183,050 SH   SOLE   183,050 0 0
Sterling Construction Company, COM 859241101 2,835 306,530 SH   SOLE   306,530 0 0
Summit Materials, Inc. COM 86614u100 4,036 163,345 SH   SOLE   163,345 0 0
Suntrust Banks, Inc. COM 867914103 55,305 1,000,090 SH   SOLE   993,290 0 6,800
Supernus Pharmaceuticals Inc. COM 868459108 2,784 88,950 SH   SOLE   88,950 0 0
Synchrony Financial COM 87165b103 388 11,320 SH   SOLE   11,320 0 0
The Boeing Company COM 097023105 12,978 73,378 SH   SOLE   73,378 0 0
The Dow Chemical Company COM 260543103 84,641 1,332,094 SH   SOLE   1,325,494 0 6,600
The Hain Celestial Group, Inc. COM 405217100 38,457 1,033,785 SH   SOLE   1,026,535 0 7,250
The Southern Company COM 842587107 14,234 285,945 SH   SOLE   285,945 0 0
Tractor Supply Company COM 892356106 283 4,100 SH   SOLE   4,100 0 0
Travelers Companies, Inc. COM 89417e109 446 3,701 SH   SOLE   3,701 0 0
Trecora Resources COM 894648104 2,159 194,525 SH   SOLE   194,525 0 0
U.S. Bancorp COM 902973304 1,054 20,461 SH   SOLE   20,461 0 0
US Concrete Inc. COM 90333l201 1,023 15,850 SH   SOLE   15,850 0 0
United Parcel Service, Inc. COM 911312106 15,602 145,408 SH   SOLE   145,408 0 0
United Therapeutics Corporatio COM 91307c102 343 2,530 SH   SOLE   2,530 0 0
Universal Electronics Inc. COM 913483103 2,247 32,805 SH   SOLE   32,805 0 0
Universal Forest Products, Inc COM 913543104 3,932 39,905 SH   SOLE   39,905 0 0
Valmont Industries COM 920253101 412 2,652 SH   SOLE   2,652 0 0
Vantiv, Inc. COM 92210h105 461 7,185 SH   SOLE   7,185 0 0
Verizon Communications COM 92343v104 9,851 202,081 SH   SOLE   202,081 0 0
Visteon Corporation COM 92839u206 3,643 37,190 SH   SOLE   37,190 0 0
Vonage Holdings Corporation COM 92886t201 3,930 621,780 SH   SOLE   621,780 0 0
Wal-Mart COM 931142103 11,733 162,781 SH   SOLE   162,781 0 0
Walker & Dunlop Inc. COM 93148p102 4,683 112,325 SH   SOLE   112,325 0 0
Walt Disney Co. COM 254687106 804 7,092 SH   SOLE   7,092 0 0
Wells Fargo & Co. COM 949746101 23,305 418,696 SH   SOLE   418,696 0 0
Winnebago Industries COM 974637100 2,452 83,840 SH   SOLE   83,840 0 0
Wintrust Financial Corporation COM 97650w108 6,346 91,808 SH   SOLE   91,808 0 0
Wynn Resorts Ltd. COM 983134107 60,076 524,175 SH   SOLE   520,575 0 3,600
iCAD, Inc. COM 44934s206 3,034 630,683 SH   SOLE   630,683 0 0
iShares Core MSCI Emerging Mar COM 46434g103 290 6,070 SH   SOLE   6,070 0 0
iShares International Select D COM 464288448 287 9,125 SH   SOLE   9,125 0 0