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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 306 100 SH   SOLE   100 0 0
3M Company COM 88579y101 285 1,497 SH   SOLE   1,497 0 0
ANI Pharmaceuticals, Inc. COM 00182c103 1,372 30,485 SH   SOLE   30,485 0 0
AbbVie Inc. COM 00287y109 555 6,025 SH   SOLE   6,025 0 0
Abbott Laboratories COM 002824100 528 7,300 SH   SOLE   7,300 0 0
Abraxas Petroleum Corp COM 003830106 1,413 1,296,415 SH   SOLE   1,296,415 0 0
Advance Auto Parts, Inc. COM 00751Y106 480 3,049 SH   SOLE   3,049 0 0
Agilent Technologies Inc. COM 00846u101 852 12,625 SH   SOLE   12,625 0 0
Alarm.com Holdings, Inc. COM 011642105 2,713 52,305 SH   SOLE   52,305 0 0
Allison Transmission Holdings, COM 01973r101 1,004 22,863 SH   SOLE   22,863 0 0
Alphabet Inc. Class A COM 02079k305 92,298 88,327 SH   SOLE   87,699 0 628
Alphabet Inc. Class C COM 02079k107 40,533 39,139 SH   SOLE   38,791 0 348
Amedisys, Inc COM 023436108 1,407 12,013 SH   SOLE   12,013 0 0
American Renal Associates Hold COM 029227105 1,691 146,800 SH   SOLE   146,800 0 0
Amgen Inc. COM 031162100 906 4,655 SH   SOLE   4,655 0 0
Amneal Pharmaceuticals, Inc. COM 03168l105 1,219 90,070 SH   SOLE   90,070 0 0
Amphastar Pharmaceuticals, Inc COM 03209r103 4,683 235,350 SH   SOLE   235,350 0 0
Apple Inc. COM 037833100 58,165 368,737 SH   SOLE   366,037 0 2,700
AptarGroup, Inc. COM 038336103 868 9,222 SH   SOLE   9,222 0 0
Atkore International Group Inc COM 047649108 2,786 140,405 SH   SOLE   140,405 0 0
Automatic Data Processing COM 053015103 1,366 10,420 SH   SOLE   10,420 0 0
B. Riley Financial, Inc. COM 05580m108 1,408 99,178 SH   SOLE   99,178 0 0
Baxter International Inc. COM 071813109 54,027 820,829 SH   SOLE   815,429 0 5,400
Berkshire Hathaway Cl B COM 084670702 1,074 5,259 SH   SOLE   5,259 0 0
Biogen Inc. COM 09062x103 26,226 87,154 SH   SOLE   86,184 0 970
Boston Scientific Corporation COM 101137107 45,555 1,289,052 SH   SOLE   1,279,302 0 9,750
Bright Horizons Family Solutio COM 109194100 1,188 10,660 SH   SOLE   10,660 0 0
Bristol-Myers Squibb Company COM 110122108 21,204 407,923 SH   SOLE   401,823 0 6,100
CBS Corporation COM 124857202 463 10,600 SH   SOLE   10,600 0 0
CDW Corporation COM 12514g108 1,249 15,409 SH   SOLE   15,409 0 0
CECO Enviromental Corp. COM 125141101 2,505 371,049 SH   SOLE   371,049 0 0
Callaway Golf COM 131193104 2,318 151,480 SH   SOLE   151,480 0 0
Canadian Pac Ltd New COM 13645t100 284 1,600 SH   SOLE   1,600 0 0
Carbonite Inc. COM 141337105 3,316 131,265 SH   SOLE   131,265 0 0
Carpenter Technology COM 144285103 1,709 47,995 SH   SOLE   47,995 0 0
CenturyLink Inc. COM 156700106 1,679 110,825 SH   SOLE   110,825 0 0
Chemical Financial Corporation COM 163731102 1,431 39,088 SH   SOLE   39,088 0 0
Chevron Corp COM 166764100 19,273 177,157 SH   SOLE   177,157 0 0
Ciena Corporation COM 171779309 1,222 36,036 SH   SOLE   36,036 0 0
Cigna Holding Co COM 125523100 877 4,615 SH   SOLE   4,615 0 0
Cintas Corporation COM 172908105 1,118 6,656 SH   SOLE   6,656 0 0
Cisco Systems, Inc. COM 17275R102 12,563 289,940 SH   SOLE   289,940 0 0
Clarus Corporation COM 18270p109 2,919 288,450 SH   SOLE   288,450 0 0
Coca-Cola COM 191216100 485 10,237 SH   SOLE   10,237 0 0
Cognizant Technology Solutions COM 192446102 32,473 511,542 SH   SOLE   505,192 0 6,350
Columbia Sportswear Company COM 198516106 3,245 38,595 SH   SOLE   38,595 0 0
Comcast Corporation COM 20030N101 13,659 401,142 SH   SOLE   401,142 0 0
Commerce Bancshares Inc. COM 200525103 208 3,698 SH   SOLE   3,698 0 0
ConocoPhillips COM 20825c104 75,675 1,213,708 SH   SOLE   1,207,508 0 6,200
Consolidated-Tomoka Land Co COM 210226106 990 18,865 SH   SOLE   18,865 0 0
Copart, Inc. COM 217204106 603 12,624 SH   SOLE   12,624 0 0
Cousins Properties, Inc. COM 222795106 1,854 234,675 SH   SOLE   234,675 0 0
Danaher Corp. COM 235851102 64,019 620,818 SH   SOLE   616,125 0 4,693
Darden Restaurants, Inc. COM 237194105 809 8,104 SH   SOLE   8,104 0 0
Diodes Incorporated COM 254543101 1,518 47,045 SH   SOLE   47,045 0 0
Discover Financial Services COM 254709108 489 8,291 SH   SOLE   8,291 0 0
DowDuPont Inc. COM 26078j100 722 13,501 SH   SOLE   13,501 0 0
Ducommun Incorporated COM 264147109 3,295 90,720 SH   SOLE   90,720 0 0
E Trade Financial Corporation COM 269246401 42,399 966,245 SH   SOLE   958,945 0 7,300
Eastman Chemical Co. COM 277432100 2,085 28,516 SH   SOLE   28,516 0 0
Eaton Corporation PLC COM g29183103 17,046 248,270 SH   SOLE   248,270 0 0
Emerson Electric Co. COM 291011104 16,987 284,307 SH   SOLE   284,307 0 0
Estee Lauder COM 518439104 260 2,000 SH   SOLE   2,000 0 0
Evolution Petroleum Corporatio COM 30049a107 1,267 185,788 SH   SOLE   185,788 0 0
Exxon Mobil Corp COM 30231G102 493 7,226 SH   SOLE   7,226 0 0
FARO Technologies, Inc. COM 311642102 1,270 31,260 SH   SOLE   31,260 0 0
FLIR Systems, Inc. COM 302445101 22,391 514,260 SH   SOLE   504,960 0 9,300
Facebook, Inc. COM 30303m102 19,404 148,024 SH   SOLE   145,554 0 2,470
Federal Agricultural Mortgage COM 313148306 1,970 32,601 SH   SOLE   32,601 0 0
Ferro Corporation COM 315405100 2,592 165,335 SH   SOLE   165,335 0 0
First Data Corporation COM 32008d106 24,079 1,423,953 SH   SOLE   1,398,703 0 25,250
First Internet Bancorp COM 320557101 1,143 55,915 SH   SOLE   55,915 0 0
Flotek Industries Inc. COM 343389102 191 175,175 SH   SOLE   175,175 0 0
Fortinet Inc. COM 34959e109 5,930 84,204 SH   SOLE   84,204 0 0
Fortive Corporation COM 34959j108 64,534 953,796 SH   SOLE   946,450 0 7,346
G III Apparel Group LTD COM 36237h101 3,049 109,320 SH   SOLE   109,320 0 0
General Mills, Inc. COM 370334104 2,873 73,789 SH   SOLE   73,789 0 0
Gilead Sciences, Inc. COM 375558103 3,108 49,684 SH   SOLE   49,684 0 0
Globus Medical, Inc. COM 379577208 4,409 101,880 SH   SOLE   101,880 0 0
Gray Television Inc COM 389375106 3,738 253,585 SH   SOLE   253,585 0 0
HCA Healthcare Inc. COM 40412c101 930 7,476 SH   SOLE   7,476 0 0
HD Supply Holdings, Inc. COM 40416m105 18,735 499,340 SH   SOLE   490,690 0 8,650
Health Insurance Innovations I COM 42225k106 2,275 85,120 SH   SOLE   85,120 0 0
Helen of Troy Ltd. COM G4388N106 1,262 9,617 SH   SOLE   9,617 0 0
Heritage Insurance Holdings, I COM 42727j102 2,515 170,827 SH   SOLE   170,827 0 0
Hill-Rom Holdings, Inc. COM 431475102 779 8,793 SH   SOLE   8,793 0 0
Home Depot COM 437076102 777 4,521 SH   SOLE   4,521 0 0
Honeywell International Inc. COM 438516106 806 6,100 SH   SOLE   6,100 0 0
Huntsman Corporation COM 447011107 10,476 543,105 SH   SOLE   532,755 0 10,350
II-VI Incorporated COM 902104108 1,856 57,170 SH   SOLE   57,170 0 0
Intel Corp. COM 458140100 10,773 229,563 SH   SOLE   229,563 0 0
International Business Machine COM 459200101 280 2,463 SH   SOLE   2,463 0 0
JP Morgan Chase & Co. COM 46625H100 99,444 1,018,685 SH   SOLE   1,013,385 0 5,300
Johnson Johnson COM 478160104 2,194 17,002 SH   SOLE   17,002 0 0
Johnson Outdoors Inc COM 479167108 1,318 22,435 SH   SOLE   22,435 0 0
Kimberly-Clark Corp. COM 494368103 555 4,875 SH   SOLE   4,875 0 0
Korn Ferry COM 500643200 1,360 34,400 SH   SOLE   34,400 0 0
Las Vegas Sands Corp. COM 517834107 15,778 303,135 SH   SOLE   303,135 0 0
Lennox International Inc. COM 526107107 993 4,537 SH   SOLE   4,537 0 0
Life Storage, Inc. COM 53223x107 21,529 231,516 SH   SOLE   231,516 0 0
Lindblad Expeditions Holdings, COM 535219109 3,713 275,860 SH   SOLE   275,860 0 0
Lockheed Martin Corporation COM 539830109 932 3,560 SH   SOLE   3,560 0 0
Lumentum Holdings Inc. COM 55024u109 2,761 65,715 SH   SOLE   65,715 0 0
Marten Transport, Ltd. COM 573075108 1,347 83,170 SH   SOLE   83,170 0 0
Marvell Technology Group LTD COM g5876h105 80,334 4,961,927 SH   SOLE   4,931,977 0 29,950
Masco Corporation COM 574599106 53,225 1,820,275 SH   SOLE   1,806,125 0 14,150
Mastec, Inc. COM 576323109 3,029 74,675 SH   SOLE   74,675 0 0
Mastercard, Inc. COM 57636q104 76,175 403,789 SH   SOLE   400,689 0 3,100
McDonald's Corporation COM 580135101 332 1,870 SH   SOLE   1,870 0 0
Merck & Co, Inc. COM 58933y105 685 8,960 SH   SOLE   8,960 0 0
Merit Medical Systems, Inc. COM 589889104 5,539 99,240 SH   SOLE   99,240 0 0
Microsoft Corp. COM 594918104 23,049 226,931 SH   SOLE   226,931 0 0
NVIDIA Corporation COM 67066g104 372 2,784 SH   SOLE   2,784 0 0
NVR, Inc. COM 62944t105 648 266 SH   SOLE   266 0 0
NetApp, Inc. COM 64110d104 827 13,856 SH   SOLE   13,856 0 0
NextEra Energy Inc COM 65339f101 1,006 5,785 SH   SOLE   5,785 0 0
Nike Inc, Cl. B COM 654106103 911 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 208 15,715 SH   SOLE   15,715 0 0
ON Semiconductor Corp. COM 682189105 27,187 1,646,696 SH   SOLE   1,633,946 0 12,750
Occidental Petroleum Corp. COM 674599105 3,673 59,838 SH   SOLE   59,838 0 0
OneMain Holdgins, Inc. COM 68268w103 1,716 70,665 SH   SOLE   70,665 0 0
Orthofix Medical Inc. COM 68752m108 3,402 64,805 SH   SOLE   64,805 0 0
PepsiCo, Inc. COM 713448108 21,944 198,623 SH   SOLE   198,623 0 0
PetIQ, Inc. COM 71639t106 3,556 151,510 SH   SOLE   151,510 0 0
Pfizer Inc. COM 717081103 27,633 633,065 SH   SOLE   633,065 0 0
Phillips 66 COM 718546104 233 2,700 SH   SOLE   2,700 0 0
Planet Fitness, Inc. COM 72703h101 5,248 97,865 SH   SOLE   97,865 0 0
Post Holdings, Inc. COM 737446104 87,240 978,799 SH   SOLE   970,969 0 7,830
Premier, Inc. COM 74051n102 4,574 122,470 SH   SOLE   122,470 0 0
Principal Financial Group, Inc COM 74251v102 15,811 357,967 SH   SOLE   357,967 0 0
ProPetro Holding Corp. COM 74347m108 1,445 117,305 SH   SOLE   117,305 0 0
Procter Gamble COM 742718109 11,543 125,577 SH   SOLE   125,577 0 0
Prudential Financial Inc. COM 744320102 10,686 131,035 SH   SOLE   131,035 0 0
Quanta Services, Inc. COM 74762e102 1,990 66,125 SH   SOLE   66,125 0 0
Quantenna Communications, Inc. COM 74766d100 2,659 185,315 SH   SOLE   185,315 0 0
Radian Group, Inc. COM 750236101 610 37,294 SH   SOLE   37,294 0 0
Red Hat, Inc. COM 756577102 72,142 410,738 SH   SOLE   407,618 0 3,120
Regional Management Corp COM 75902k106 1,318 54,810 SH   SOLE   54,810 0 0
Reliance Steel & Aluminum Co. COM 759509102 390 5,479 SH   SOLE   5,479 0 0
Robert Half International, Inc COM 770323103 21,763 380,480 SH   SOLE   374,730 0 5,750
S&P Dep Rcpts/SPDRS Trust COM 78462F103 7,611 30,455 SH   SOLE   30,455 0 0
Schwab US Dividend Equity ETF COM 808524797 14,943 318,142 SH   SOLE   318,142 0 0
Schwab US Large-Cap ETF COM 808524201 34,042 570,215 SH   SOLE   570,215 0 0
ServiceMaster Global Holdings COM 81761r109 599 16,310 SH   SOLE   16,310 0 0
Solaris Oilfield Infrastructur COM 83418m103 1,235 102,142 SH   SOLE   102,142 0 0
Sterling Bancorp COM 85917a100 2,962 179,380 SH   SOLE   179,380 0 0
Sterling Construction Company, COM 859241101 2,372 217,780 SH   SOLE   217,780 0 0
Summit Financial Group, Inc. COM 86606g101 860 44,561 SH   SOLE   44,561 0 0
SunTrust Banks, Inc. COM 867914103 46,193 915,792 SH   SOLE   908,992 0 6,800
Supernus Pharmaceuticals Inc. COM 868459108 2,519 75,820 SH   SOLE   75,820 0 0
T.Rowe Price Group Inc. COM 74144T108 13,496 146,186 SH   SOLE   146,186 0 0
Target Corporation COM 87612e106 29,317 443,587 SH   SOLE   436,737 0 6,850
Texas Instruments Inc. COM 882508104 598 6,330 SH   SOLE   6,330 0 0
The Boeing Company COM 097023105 15,559 48,244 SH   SOLE   48,244 0 0
Travelers Companies, Inc. COM 89417e109 413 3,446 SH   SOLE   3,446 0 0
Travelport Worldwide Limited COM G9019d104 1,966 125,877 SH   SOLE   125,877 0 0
Triton International Limited o COM g9078f107 3,387 109,025 SH   SOLE   109,025 0 0
Turning Point Brands, Inc. COM 90041l105 2,735 100,460 SH   SOLE   100,460 0 0
U.S. Bancorp COM 902973304 952 20,831 SH   SOLE   20,831 0 0
UFP Technologies, Inc. COM 902673102 3,004 99,997 SH   SOLE   99,997 0 0
United Technologies Corp COM 913017109 852 8,000 SH   SOLE   8,000 0 0
Universal Logistics Holdings, COM 91388p105 1,172 64,775 SH   SOLE   64,775 0 0
Upland Software Inc. COM 91544a109 2,798 102,930 SH   SOLE   102,930 0 0
V.F. Corporation COM 918204108 32,795 459,698 SH   SOLE   455,948 0 3,750
Vanguard S&P 500 ETF COM 922908363 1,034 4,500 SH   SOLE   4,500 0 0
Vanguard S&P 500 Value ETF COM 921932703 2,673 27,400 SH   SOLE   27,400 0 0
Verizon Communications COM 92343v104 10,940 194,595 SH   SOLE   194,595 0 0
Visa Inc Class A COM 92826c839 653 4,950 SH   SOLE   4,950 0 0
Vonage Holdings Corporation COM 92886t201 2,948 337,725 SH   SOLE   337,725 0 0
Walker & Dunlop Inc. COM 93148p102 2,882 66,645 SH   SOLE   66,645 0 0
Walmart, Inc. COM 931142103 1,248 13,400 SH   SOLE   13,400 0 0
Walt Disney Co. COM 254687106 765 6,976 SH   SOLE   6,976 0 0
Wells Fargo & Co. COM 949746101 10,910 236,755 SH   SOLE   236,755 0 0
Williams-Sonoma, Inc. COM 969904101 17,598 348,827 SH   SOLE   343,177 0 5,650
Wintrust Financial Corporation COM 97650w108 5,333 80,204 SH   SOLE   80,204 0 0
World Fuel Svcs COM 981475106 1,073 50,115 SH   SOLE   50,115 0 0
Worldpay Inc. COM 981558109 715 9,353 SH   SOLE   9,353 0 0
Wynn Resorts Ltd. COM 983134107 22,582 228,309 SH   SOLE   226,529 0 1,780
Xilinx Inc. COM 983919101 1,023 12,009 SH   SOLE   12,009 0 0
Yum Brands COM 988498101 414 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corp-CL A COM 989207105 1,059 6,651 SH   SOLE   6,651 0 0
iShares Core MSCI EAFE ETF COM 46432f842 205 3,735 SH   SOLE   3,735 0 0
iShares Core MSCI Emerging Mar COM 46434g103 335 7,110 SH   SOLE   7,110 0 0
iShares Core S&P 500 ETF COM 464287200 13,772 54,735 SH   SOLE   54,735 0 0
iShares International Select D COM 464288448 266 9,275 SH   SOLE   9,275 0 0
nVent Electric plc COM g6700g107 23,787 1,059,066 SH   SOLE   1,047,616 0 11,450