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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 312 100 SH   SOLE   100 0 0
3M Company COM 88579y101 218 1,327 SH   SOLE   1,327 0 0
ACI Worldwide, Inc. COM 004498101 1,380 44,050 SH   SOLE   44,050 0 0
AMETEK, Inc. COM 031100100 52,651 573,410 SH   SOLE   568,660 0 4,750
ANI Pharmaceuticals, Inc. COM 00182c103 3,437 47,155 SH   SOLE   47,155 0 0
ASGN Incorporated COM 00191u102 2,710 43,105 SH   SOLE   43,105 0 0
AbbVie Inc. COM 00287y109 344 4,537 SH   SOLE   4,537 0 0
Abbott Laboratories COM 002824100 611 7,300 SH   SOLE   7,300 0 0
Advance Auto Parts, Inc. COM 00751Y106 1,026 6,202 SH   SOLE   6,202 0 0
Agilent Technologies, Inc. COM 00846u101 1,117 14,583 SH   SOLE   14,583 0 0
Air Products and Chemicals, In COM 009158106 14,058 63,363 SH   SOLE   63,363 0 0
Alarm.com Holdings, Inc. COM 011642105 2,543 54,530 SH   SOLE   54,530 0 0
Allison Transmission Holdings, COM 01973r101 1,176 24,990 SH   SOLE   24,990 0 0
Ally Financial Inc. COM 02005n100 981 29,590 SH   SOLE   29,590 0 0
Alphabet Inc. Class A COM 02079k305 101,556 83,165 SH   SOLE   82,537 0 628
Alphabet Inc. Class C COM 02079k107 42,247 34,657 SH   SOLE   34,309 0 348
Amedisys, Inc. COM 023436108 1,586 12,109 SH   SOLE   12,109 0 0
Amgen Inc. COM 031162100 631 3,260 SH   SOLE   3,260 0 0
Apple Inc. COM 037833100 76,001 339,337 SH   SOLE   336,637 0 2,700
Astronics Corporation COM 046433108 1,007 34,265 SH   SOLE   34,265 0 0
Atkore International Group Inc COM 047649108 5,059 166,680 SH   SOLE   166,680 0 0
Automatic Data Processing COM 053015103 836 5,180 SH   SOLE   5,180 0 0
Axalta Coating Systems Ltd. COM g0750c108 1,177 39,029 SH   SOLE   39,029 0 0
B. Riley Financial, Inc. COM 05580m108 3,457 146,348 SH   SOLE   146,348 0 0
BMC Stock Holdings, Inc. COM 05591b109 1,053 40,220 SH   SOLE   40,220 0 0
Baxter International Inc. COM 071813109 57,284 654,894 SH   SOLE   649,494 0 5,400
Berkshire Hathaway Cl B COM 084670702 970 4,662 SH   SOLE   4,662 0 0
Biogen Inc. COM 09062x103 26,545 114,014 SH   SOLE   113,044 0 970
Booz Allen Hamilton Holding Co COM 099502106 1,202 16,925 SH   SOLE   16,925 0 0
Boston Scientific Corporation COM 101137107 47,955 1,178,549 SH   SOLE   1,168,799 0 9,750
Bright Horizons Family Solutio COM 109194100 1,152 7,554 SH   SOLE   7,554 0 0
Bristol-Myers Squibb Company COM 110122108 16,824 331,774 SH   SOLE   331,774 0 0
Bruker Corporation COM 116794108 1,102 25,096 SH   SOLE   25,096 0 0
CDW Corporation COM 12514g108 2,128 17,266 SH   SOLE   17,266 0 0
CECO Enviromental Corp. COM 125141101 2,776 397,369 SH   SOLE   397,369 0 0
Callaway Golf Company COM 131193104 4,702 242,235 SH   SOLE   242,235 0 0
Canadian Pac Ltd New COM 13645t100 356 1,600 SH   SOLE   1,600 0 0
Cardtronics plc COM g1991c105 3,270 108,135 SH   SOLE   108,135 0 0
CareTrust REIT, Inc. COM 14174t107 1,744 74,200 SH   SOLE   74,200 0 0
Centene Corporation COM 15135b101 25,790 596,156 SH   SOLE   591,056 0 5,100
Chevron Corporation COM 166764100 20,954 176,681 SH   SOLE   176,681 0 0
Ciena Corporation COM 171779309 1,421 36,212 SH   SOLE   36,212 0 0
Cigna Holding Co COM 125523100 725 4,776 SH   SOLE   4,776 0 0
Cintas Corporation COM 172908105 2,102 7,839 SH   SOLE   7,839 0 0
Cisco Systems, Inc. COM 17275R102 13,582 274,875 SH   SOLE   274,875 0 0
Clarus Corporation COM 18270p109 3,203 273,175 SH   SOLE   273,175 0 0
Coca-Cola COM 191216100 443 8,138 SH   SOLE   8,138 0 0
Colfax Corportaion COM 194014106 3,028 104,185 SH   SOLE   104,185 0 0
Colliers International Group I COM 194693107 1,989 26,505 SH   SOLE   26,505 0 0
Columbia Sportswear Company COM 198516106 3,028 31,255 SH   SOLE   31,255 0 0
Comcast Corporation COM 20030N101 69,083 1,532,462 SH   SOLE   1,524,012 0 8,450
Commerce Bancshares Inc. COM 200525103 224 3,698 SH   SOLE   3,698 0 0
ConocoPhillips COM 20825c104 63,988 1,122,993 SH   SOLE   1,116,793 0 6,200
Consolidated-Tomoka Land Co. COM 210226106 3,123 47,607 SH   SOLE   47,607 0 0
Copart, Inc. COM 217204106 1,619 20,160 SH   SOLE   20,160 0 0
Cousins Properties Incorporate COM 222795502 2,926 77,830 SH   SOLE   77,830 0 0
Crown Castle International Cor COM 22822v101 52,372 376,750 SH   SOLE   374,350 0 2,400
D.R Horton, Inc. COM 23331a109 52,888 1,003,383 SH   SOLE   994,533 0 8,850
Danaher Corporation COM 235851102 81,971 567,545 SH   SOLE   562,852 0 4,693
Darden Restaurants, Inc. COM 237194105 1,092 9,236 SH   SOLE   9,236 0 0
Digi International Inc. COM 253798102 2,755 202,255 SH   SOLE   202,255 0 0
Diodes Incorporated COM 254543101 3,456 86,075 SH   SOLE   86,075 0 0
Discover Financial Services COM 254709108 13,056 161,007 SH   SOLE   161,007 0 0
Ducommun Incorporated COM 264147109 3,503 82,615 SH   SOLE   82,615 0 0
E Trade Financial Corporation COM 269246401 39,250 898,369 SH   SOLE   891,069 0 7,300
Eastman Chemical Company COM 277432100 11,718 158,718 SH   SOLE   158,718 0 0
Eaton Corporation plc COM g29183103 19,943 239,841 SH   SOLE   239,841 0 0
Emerson Electric Co. COM 291011104 18,561 277,604 SH   SOLE   277,604 0 0
Envestnet, Inc. COM 29404k106 1,842 32,480 SH   SOLE   32,480 0 0
Estee Lauder COM 518439104 398 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 1,023 6,994 SH   SOLE   6,994 0 0
Evercore Inc. COM 29977a105 771 9,630 SH   SOLE   9,630 0 0
Exxon Mobil Corp COM 30231G102 528 7,478 SH   SOLE   7,478 0 0
FLIR Systems, Inc. COM 302445101 55,629 1,057,782 SH   SOLE   1,048,482 0 9,300
FMC Corporation COM 302491303 965 11,004 SH   SOLE   11,004 0 0
Facebook, Inc. COM 30303m102 51,114 287,027 SH   SOLE   284,557 0 2,470
Federal Agricultural Mortgage COM 313148306 3,569 43,711 SH   SOLE   43,711 0 0
Fidelity National Financial, I COM 31620r303 23,373 526,294 SH   SOLE   526,294 0 0
Fidelity National Information COM 31620M106 1,557 11,729 SH   SOLE   11,729 0 0
FirstService Corporation COM 33767e202 2,752 26,835 SH   SOLE   26,835 0 0
Fiserv, Inc. COM 337738108 92,348 891,477 SH   SOLE   883,827 0 7,650
Fortinet, Inc. COM 34959e109 5,237 68,229 SH   SOLE   68,229 0 0
Fortive Corporation COM 34959j108 333 4,863 SH   SOLE   4,863 0 0
General Mills, Inc. COM 370334104 22,359 405,645 SH   SOLE   405,645 0 0
Gibraltar Industries, Inc. COM 374689107 3,105 67,595 SH   SOLE   67,595 0 0
Gilead Sciences, Inc. COM 375558103 11,664 184,026 SH   SOLE   184,026 0 0
Globus Medical, Inc. COM 379577208 3,670 71,797 SH   SOLE   71,797 0 0
HCA Healthcare, Inc. COM 40412c101 929 7,713 SH   SOLE   7,713 0 0
HD Supply Holdings, Inc. COM 40416m105 39,532 1,009,103 SH   SOLE   1,000,453 0 8,650
Helen of Troy Limited COM G4388N106 1,535 9,739 SH   SOLE   9,739 0 0
Heritage Insurance Holdings, I COM 42727j102 1,581 105,757 SH   SOLE   105,757 0 0
Hill-Rom Holdings, Inc. COM 431475102 1,079 10,255 SH   SOLE   10,255 0 0
Home Depot COM 437076102 1,044 4,501 SH   SOLE   4,501 0 0
Honeywell International Inc. COM 438516106 1,057 6,245 SH   SOLE   6,245 0 0
Huntsman Corporation COM 447011107 40,178 1,727,359 SH   SOLE   1,717,009 0 10,350
II-VI Incorporated COM 902104108 2,537 72,050 SH   SOLE   72,050 0 0
Incyte Corporation COM 45337c102 21,883 294,801 SH   SOLE   292,201 0 2,600
Intel Corporation COM 458140100 10,703 207,712 SH   SOLE   207,712 0 0
JPMorgan Chase & Co. COM 46625H100 113,066 960,712 SH   SOLE   955,412 0 5,300
John Bean Technologies Corpora COM 477839104 1,744 17,540 SH   SOLE   17,540 0 0
Johnson & Johnson COM 478160104 1,123 8,677 SH   SOLE   8,677 0 0
Johnson Outdoors Inc. COM 479167108 1,442 24,630 SH   SOLE   24,630 0 0
KBR, Inc. COM 48242w106 2,682 109,280 SH   SOLE   109,280 0 0
Kar Auction Services Inc. COM 48238t109 1,339 54,540 SH   SOLE   54,540 0 0
Kimberly-Clark Corp. COM 494368103 692 4,875 SH   SOLE   4,875 0 0
LPL Financial Holdings Inc. COM 50212v100 1,191 14,540 SH   SOLE   14,540 0 0
Las Vegas Sands Corp. COM 517834107 17,712 306,642 SH   SOLE   306,642 0 0
Life Storage, Inc. COM 53223x107 23,111 219,253 SH   SOLE   219,253 0 0
Lindblad Expeditions Holdings, COM 535219109 2,563 152,950 SH   SOLE   152,950 0 0
Lithia Motors, Inc. COM 536797103 2,892 21,845 SH   SOLE   21,845 0 0
Lockheed Martin Corporation COM 539830109 399 1,024 SH   SOLE   1,024 0 0
Lumentum Holdings Inc. COM 55024u109 2,905 54,240 SH   SOLE   54,240 0 0
MTS Systems Corporation COM 553777103 1,818 32,905 SH   SOLE   32,905 0 0
Marten Transport, Ltd. COM 573075108 2,418 116,350 SH   SOLE   116,350 0 0
Marvell Technology Group Ltd. COM g5876h105 117,731 4,714,880 SH   SOLE   4,684,930 0 29,950
MasTec, Inc. COM 576323109 4,381 67,475 SH   SOLE   67,475 0 0
Masco Corporation COM 574599106 71,758 1,721,631 SH   SOLE   1,707,481 0 14,150
Mastercard Incorporated COM 57636q104 101,081 372,211 SH   SOLE   369,111 0 3,100
McDonald's Corporation COM 580135101 251 1,170 SH   SOLE   1,170 0 0
Merck & Co, Inc. COM 58933y105 754 8,960 SH   SOLE   8,960 0 0
Methode Electronics, Inc. COM 591520200 1,812 53,860 SH   SOLE   53,860 0 0
Microsoft Corporation COM 594918104 28,969 208,365 SH   SOLE   208,365 0 0
NVIDIA Corporation COM 67066g104 1,160 6,666 SH   SOLE   6,666 0 0
NVR, Inc. COM 62944t105 1,851 498 SH   SOLE   498 0 0
NextEra Energy Inc COM 65339f101 1,315 5,645 SH   SOLE   5,645 0 0
Nike Inc, Cl. B COM 654106103 1,154 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 562 34,442 SH   SOLE   34,442 0 0
ON Semiconductor Corporation COM 682189105 29,375 1,529,164 SH   SOLE   1,516,414 0 12,750
Omnicell, Inc. COM 68213n109 2,819 39,005 SH   SOLE   39,005 0 0
OneMain Holdings, Inc. COM 68268w103 4,562 124,370 SH   SOLE   124,370 0 0
Oracle Corporation COM 68389X105 11,728 213,127 SH   SOLE   213,127 0 0
PepsiCo, Inc. COM 713448108 25,747 187,797 SH   SOLE   187,797 0 0
PetIQ, Inc. COM 71639t106 2,957 108,490 SH   SOLE   108,490 0 0
Pfizer Inc. COM 717081103 1,244 34,621 SH   SOLE   34,621 0 0
Phillips 66 COM 718546104 347 3,385 SH   SOLE   3,385 0 0
Planet Fitness, Inc. COM 72703h101 2,425 41,905 SH   SOLE   41,905 0 0
Post Holdings, Inc. COM 737446104 99,312 938,319 SH   SOLE   930,489 0 7,830
Premier, Inc. COM 74051n102 2,292 79,270 SH   SOLE   79,270 0 0
Principal Financial Group, Inc COM 74251v102 21,265 372,162 SH   SOLE   372,162 0 0
Prudential Financial, Inc. COM 744320102 16,358 181,856 SH   SOLE   181,856 0 0
Quanta Services, Inc. COM 74762e102 1,612 42,650 SH   SOLE   42,650 0 0
Radian Group Inc. COM 750236101 1,138 49,824 SH   SOLE   49,824 0 0
Ralph Lauren Corporation COM 751212101 657 6,879 SH   SOLE   6,879 0 0
Regional Management Corp. COM 75902k106 1,561 55,441 SH   SOLE   55,441 0 0
Regions Financial Corp. New COM 7591ep100 1,114 70,389 SH   SOLE   70,389 0 0
Robert Half International Inc. COM 770323103 37,495 673,640 SH   SOLE   667,890 0 5,750
ServiceMaster Global Holdings, COM 81761r109 1,036 18,535 SH   SOLE   18,535 0 0
Skyline Champion Corporation COM 830830105 3,419 113,615 SH   SOLE   113,615 0 0
Starbucks Corp COM 855244109 208 2,353 SH   SOLE   2,353 0 0
Sterling Bancorp COM 85917a100 4,182 208,485 SH   SOLE   208,485 0 0
Sterling Construction Company, COM 859241101 3,230 245,650 SH   SOLE   245,650 0 0
Summit Financial Group, Inc. COM 86606g101 2,767 108,073 SH   SOLE   108,073 0 0
SunTrust Banks, Inc. COM 867914103 76,800 1,116,273 SH   SOLE   1,109,473 0 6,800
TCF Financial Corporation COM 872307103 1,619 42,538 SH   SOLE   42,538 0 0
Target Corporation COM 87612e106 115,929 1,084,360 SH   SOLE   1,077,510 0 6,850
Tempur Sealy International Inc COM 88023u101 1,004 13,000 SH   SOLE   13,000 0 0
Texas Instruments Inc. COM 882508104 818 6,330 SH   SOLE   6,330 0 0
The Boeing Company COM 097023105 17,361 45,631 SH   SOLE   45,631 0 0
The Marcus Corporation COM 566330106 2,015 54,450 SH   SOLE   54,450 0 0
The Procter & Gamble Company COM 742718109 14,565 117,104 SH   SOLE   117,104 0 0
The Walt Disney Company COM 254687106 34,876 267,617 SH   SOLE   265,407 0 2,210
Travelers Companies, Inc. COM 89417e109 496 3,336 SH   SOLE   3,336 0 0
Trimble Inc. COM 896239100 35,602 917,339 SH   SOLE   909,739 0 7,600
Triton International Limited COM g9078f107 1,309 38,690 SH   SOLE   38,690 0 0
U.S. Bancorp COM 902973304 580 10,474 SH   SOLE   10,474 0 0
UFP Technologies, Inc. COM 902673102 4,052 104,967 SH   SOLE   104,967 0 0
Union Pacific Corporation COM 907818108 203 1,251 SH   SOLE   1,251 0 0
United Parcel Service, Inc. COM 911312106 15,405 128,567 SH   SOLE   128,567 0 0
United Rentals, Inc. COM 911363109 867 6,953 SH   SOLE   6,953 0 0
United Technologies Corp COM 913017109 933 6,833 SH   SOLE   6,833 0 0
Universal Forest Products, Inc COM 913543104 2,043 51,240 SH   SOLE   51,240 0 0
Universal Logistics Holdings, COM 91388p105 2,084 89,499 SH   SOLE   89,499 0 0
Upland Software, Inc. COM 91544a109 4,058 116,415 SH   SOLE   116,415 0 0
V.F. Corporation COM 918204108 53,892 605,594 SH   SOLE   601,844 0 3,750
Verizon Communications Inc. COM 92343v104 10,953 181,457 SH   SOLE   181,457 0 0
Viavi Soultions Inc. COM 925550105 1,240 88,505 SH   SOLE   88,505 0 0
Visa Inc Class A COM 92826c839 820 4,770 SH   SOLE   4,770 0 0
Vonage Holdings Corp. COM 92886t201 4,181 369,995 SH   SOLE   369,995 0 0
Walker & Dunlop, Inc. COM 93148p102 3,375 60,345 SH   SOLE   60,345 0 0
Walmart, Inc. COM 931142103 1,500 12,638 SH   SOLE   12,638 0 0
Wells Fargo & Company COM 949746101 18,303 362,864 SH   SOLE   362,864 0 0
Willdan Group, Inc. COM 96924n100 2,084 59,395 SH   SOLE   59,395 0 0
Williams-Sonoma, Inc. COM 969904101 13,907 204,576 SH   SOLE   204,576 0 0
Willis Towers Watson Public LT COM G96629103 39,539 204,899 SH   SOLE   203,199 0 1,700
Wintrust Financial Corporation COM 97650w108 3,635 56,248 SH   SOLE   56,248 0 0
World Fuel Services Corporatio COM 981475106 5,037 126,105 SH   SOLE   126,105 0 0
Xilinx, Inc. COM 983919101 1,196 12,474 SH   SOLE   12,474 0 0
Yum! Brands COM 988498101 510 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 1,377 6,673 SH   SOLE   6,673 0 0
Zions Bancorporation, National COM 989701107 894 20,070 SH   SOLE   20,070 0 0
iShares Core MSCI EAFE ETF COM 46432f842 273 4,470 SH   SOLE   4,470 0 0
iShares Core MSCI Emerging Mar COM 46434g103 260 5,305 SH   SOLE   5,305 0 0
iShares International Select D COM 464288448 277 8,995 SH   SOLE   8,995 0 0