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 084990175 340 100 SH   SOLE   100 0 0
3M Company COM 88579y101 234 1,327 SH   SOLE   1,327 0 0
ACI Worldwide, Inc. COM 004498101 2,664 70,325 SH   SOLE   70,325 0 0
AMETEK, Inc. COM 031100100 56,467 566,140 SH   SOLE   561,390 0 4,750
ASGN Incorporated COM 00191u102 3,079 43,380 SH   SOLE   43,380 0 0
AT&T Inc. COM 00206r102 13,151 336,511 SH   SOLE   336,511 0 0
AbbVie Inc. COM 00287y109 278 3,145 SH   SOLE   3,145 0 0
Abbott Laboratories COM 002824100 530 6,100 SH   SOLE   6,100 0 0
Advance Auto Parts, Inc. COM 00751Y106 1,007 6,287 SH   SOLE   6,287 0 0
Agilent Technologies, Inc. COM 00846u101 1,264 14,813 SH   SOLE   14,813 0 0
Air Products and Chemicals, In COM 009158106 15,098 64,248 SH   SOLE   64,248 0 0
Alarm.com Holdings, Inc. COM 011642105 1,499 34,885 SH   SOLE   34,885 0 0
Allied Motion Technologies, In COM 019330109 1,437 29,632 SH   SOLE   29,632 0 0
Ally Financial Inc. COM 02005n100 937 30,670 SH   SOLE   30,670 0 0
Alphabet Inc. Class A COM 02079k305 110,158 82,245 SH   SOLE   81,617 0 628
Alphabet Inc. Class C COM 02079k107 44,880 33,567 SH   SOLE   33,219 0 348
Amedisys, Inc. COM 023436108 2,061 12,349 SH   SOLE   12,349 0 0
Amgen Inc. COM 031162100 786 3,260 SH   SOLE   3,260 0 0
Apple Inc. COM 037833100 98,336 334,874 SH   SOLE   332,174 0 2,700
Applied Industrial Technologie COM 03820c105 1,530 22,940 SH   SOLE   22,940 0 0
Atkore International Group Inc COM 047649108 5,801 143,365 SH   SOLE   143,365 0 0
Automatic Data Processing COM 053015103 883 5,180 SH   SOLE   5,180 0 0
Axalta Coating Systems Ltd. COM g0750c108 1,204 39,594 SH   SOLE   39,594 0 0
B. Riley Financial, Inc. COM 05580m108 3,705 147,123 SH   SOLE   147,123 0 0
BMC Stock Holdings, Inc. COM 05591b109 1,195 41,655 SH   SOLE   41,655 0 0
Baxter International Inc. COM 071813109 226 2,700 SH   SOLE   2,700 0 0
Berkshire Hathaway Cl B COM 084670702 1,056 4,662 SH   SOLE   4,662 0 0
BioTelementry, Inc. COM 090672106 2,076 44,835 SH   SOLE   44,835 0 0
Biogen Inc. COM 09062x103 32,654 110,046 SH   SOLE   109,076 0 970
Booz Allen Hamilton Holding Co COM 099502106 1,243 17,475 SH   SOLE   17,475 0 0
Boston Scientific Corporation COM 101137107 52,440 1,159,658 SH   SOLE   1,149,908 0 9,750
Bright Horizons Family Solutio COM 109194100 1,168 7,769 SH   SOLE   7,769 0 0
Bristol-Myers Squibb Company COM 110122108 21,392 333,264 SH   SOLE   333,264 0 0
Bruker Corporation COM 116794108 1,317 25,846 SH   SOLE   25,846 0 0
CDW Corporation COM 12514g108 2,521 17,651 SH   SOLE   17,651 0 0
CECO Environmental Corp. COM 125141101 3,044 397,369 SH   SOLE   397,369 0 0
Callaway Golf Company COM 131193104 5,155 243,160 SH   SOLE   243,160 0 0
Canadian Pac Ltd New COM 13645t100 408 1,600 SH   SOLE   1,600 0 0
Cardtronics plc COM g1991c105 4,848 108,585 SH   SOLE   108,585 0 0
CareTrust REIT, Inc. COM 14174t107 1,976 95,780 SH   SOLE   95,780 0 0
Carlisle Companies, Inc. COM 142339100 39,732 245,502 SH   SOLE   243,352 0 2,150
Centene Corporation COM 15135b101 56,529 899,143 SH   SOLE   891,393 0 7,750
Chevron Corporation COM 166764100 21,274 176,534 SH   SOLE   176,534 0 0
Ciena Corporation COM 171779309 1,589 37,212 SH   SOLE   37,212 0 0
Cigna Holding Co COM 125523100 993 4,856 SH   SOLE   4,856 0 0
Cintas Corporation COM 172908105 2,142 7,959 SH   SOLE   7,959 0 0
Cisco Systems, Inc. COM 17275R102 1,435 29,916 SH   SOLE   29,916 0 0
Civista Bancshares, Inc. COM 178867107 2,001 83,385 SH   SOLE   83,385 0 0
Clarus Corporation COM 18270p109 3,250 239,670 SH   SOLE   239,670 0 0
Coca-Cola COM 191216100 424 7,667 SH   SOLE   7,667 0 0
Colfax Corportaion COM 194014106 4,175 114,765 SH   SOLE   114,765 0 0
Colliers International Group I COM 194693107 3,405 43,665 SH   SOLE   43,665 0 0
Columbia Sportswear Company COM 198516106 3,131 31,255 SH   SOLE   31,255 0 0
Comcast Corporation COM 20030N101 67,692 1,505,273 SH   SOLE   1,496,823 0 8,450
Commerce Bancshares Inc. COM 200525103 264 3,882 SH   SOLE   3,882 0 0
ConocoPhillips COM 20825c104 72,102 1,108,756 SH   SOLE   1,102,556 0 6,200
Consolidated-Tomoka Land Co. COM 210226106 2,872 47,607 SH   SOLE   47,607 0 0
Copart, Inc. COM 217204106 1,882 20,690 SH   SOLE   20,690 0 0
Cousins Properties Incorporate COM 222795502 3,207 77,830 SH   SOLE   77,830 0 0
Crown Castle International Cor COM 22822v101 74,798 526,191 SH   SOLE   522,541 0 3,650
D.R Horton, Inc. COM 23331a109 52,259 990,686 SH   SOLE   981,836 0 8,850
Danaher Corporation COM 235851102 85,983 560,224 SH   SOLE   555,531 0 4,693
Darden Restaurants, Inc. COM 237194105 1,041 9,546 SH   SOLE   9,546 0 0
Digi International Inc. COM 253798102 3,584 202,255 SH   SOLE   202,255 0 0
Diodes Incorporated COM 254543101 3,614 64,115 SH   SOLE   64,115 0 0
Discover Financial Services COM 254709108 13,839 163,154 SH   SOLE   163,154 0 0
Ducommun Incorporated COM 264147109 3,007 59,500 SH   SOLE   59,500 0 0
E Trade Financial Corporation COM 269246401 588 12,950 SH   SOLE   12,950 0 0
Eastman Chemical Company COM 277432100 12,700 160,227 SH   SOLE   160,227 0 0
Eaton Corporation plc COM g29183103 22,766 240,347 SH   SOLE   240,347 0 0
Emerson Electric Co. COM 291011104 21,271 278,923 SH   SOLE   278,923 0 0
Envestnet, Inc. COM 29404k106 2,931 42,095 SH   SOLE   42,095 0 0
Estee Lauder COM 518439104 413 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 1,115 7,079 SH   SOLE   7,079 0 0
Evercore Inc. COM 29977a105 730 9,770 SH   SOLE   9,770 0 0
Exxon Mobil Corp COM 30231G102 280 4,012 SH   SOLE   4,012 0 0
FLIR Systems, Inc. COM 302445101 54,394 1,044,635 SH   SOLE   1,035,335 0 9,300
FMC Corporation COM 302491303 1,135 11,369 SH   SOLE   11,369 0 0
Facebook, Inc. COM 30303m102 58,138 283,257 SH   SOLE   280,787 0 2,470
Federal Agricultural Mortgage COM 313148306 3,650 43,711 SH   SOLE   43,711 0 0
Fidelity National Financial, I COM 31620r303 25,219 556,104 SH   SOLE   556,104 0 0
Fidelity National Information COM 31620M106 1,657 11,913 SH   SOLE   11,913 0 0
FirstService Corporation COM 33767e202 3,093 33,245 SH   SOLE   33,245 0 0
Fiserv, Inc. COM 337738108 101,761 880,056 SH   SOLE   872,406 0 7,650
Fortinet, Inc. COM 34959e109 6,029 56,474 SH   SOLE   56,474 0 0
General Mills, Inc. COM 370334104 21,977 410,333 SH   SOLE   410,333 0 0
Gibraltar Industries, Inc. COM 374689107 3,501 69,405 SH   SOLE   69,405 0 0
Gilead Sciences, Inc. COM 375558103 12,032 185,160 SH   SOLE   185,160 0 0
Globus Medical, Inc. COM 379577208 4,269 72,497 SH   SOLE   72,497 0 0
HCA Healthcare, Inc. COM 40412c101 1,157 7,828 SH   SOLE   7,828 0 0
Helen of Troy Limited COM G4388N106 1,784 9,924 SH   SOLE   9,924 0 0
Hill-Rom Holdings, Inc. COM 431475102 1,182 10,415 SH   SOLE   10,415 0 0
Home Depot COM 437076102 546 2,501 SH   SOLE   2,501 0 0
Honeywell International Inc. COM 438516106 1,080 6,100 SH   SOLE   6,100 0 0
Huntsman Corporation COM 447011107 42,512 1,759,586 SH   SOLE   1,749,236 0 10,350
Incyte Corporation COM 45337c102 25,353 290,348 SH   SOLE   287,748 0 2,600
Ingevity Corporation COM 45688c107 1,444 16,525 SH   SOLE   16,525 0 0
Insight Enterprises, Inc. COM 45765u103 3,179 45,220 SH   SOLE   45,220 0 0
Intel Corporation COM 458140100 12,372 206,709 SH   SOLE   206,709 0 0
JPMorgan Chase & Co. COM 46625H100 132,970 953,874 SH   SOLE   948,574 0 5,300
John Bean Technologies Corpora COM 477839104 2,584 22,940 SH   SOLE   22,940 0 0
Johnson & Johnson COM 478160104 1,032 7,076 SH   SOLE   7,076 0 0
Johnson Outdoors Inc. COM 479167108 2,993 39,020 SH   SOLE   39,020 0 0
KBR, Inc. COM 48242w106 3,353 109,930 SH   SOLE   109,930 0 0
Kar Auction Services Inc. COM 48238t109 1,188 54,515 SH   SOLE   54,515 0 0
Kimberly-Clark Corp. COM 494368103 671 4,875 SH   SOLE   4,875 0 0
LPL Financial Holdings Inc. COM 50212v100 1,384 15,005 SH   SOLE   15,005 0 0
Las Vegas Sands Corp. COM 517834107 21,292 308,401 SH   SOLE   308,401 0 0
Life Storage, Inc. COM 53223x107 23,751 219,348 SH   SOLE   219,348 0 0
Lindblad Expeditions Holdings, COM 535219109 2,501 152,950 SH   SOLE   152,950 0 0
Lithia Motors, Inc. COM 536797103 3,230 21,970 SH   SOLE   21,970 0 0
Lockheed Martin Corporation COM 539830109 387 995 SH   SOLE   995 0 0
Lumentum Holdings Inc. COM 55024u109 4,301 54,240 SH   SOLE   54,240 0 0
Marcus Corporation COM 566330106 1,730 54,450 SH   SOLE   54,450 0 0
Marten Transport, Ltd. COM 573075108 2,500 116,350 SH   SOLE   116,350 0 0
Marvell Technology Group Ltd. COM g5876h105 80,411 3,027,528 SH   SOLE   3,008,528 0 19,000
MasTec, Inc. COM 576323109 2,913 45,405 SH   SOLE   45,405 0 0
Masco Corporation COM 574599106 81,199 1,692,007 SH   SOLE   1,677,857 0 14,150
Mastercard Incorporated COM 57636q104 109,411 366,426 SH   SOLE   363,326 0 3,100
Merck & Co, Inc. COM 58933y105 815 8,960 SH   SOLE   8,960 0 0
Methode Electronics, Inc. COM 591520200 2,991 76,010 SH   SOLE   76,010 0 0
Microsoft Corporation COM 594918104 32,499 206,081 SH   SOLE   206,081 0 0
NVIDIA Corporation COM 67066g104 1,581 6,721 SH   SOLE   6,721 0 0
NVR, Inc. COM 62944t105 1,931 507 SH   SOLE   507 0 0
NextEra Energy Inc COM 65339f101 1,367 5,645 SH   SOLE   5,645 0 0
Nike Inc, Cl. B COM 654106103 1,245 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 643 36,062 SH   SOLE   36,062 0 0
ON Semiconductor Corporation COM 682189105 36,692 1,504,988 SH   SOLE   1,492,238 0 12,750
Omnicell, Inc. COM 68213n109 3,208 39,255 SH   SOLE   39,255 0 0
OneMain Holdings, Inc. COM 68268w103 6,357 150,815 SH   SOLE   150,815 0 0
Oracle Corporation COM 68389X105 11,284 212,992 SH   SOLE   212,992 0 0
PepsiCo, Inc. COM 713448108 25,826 188,964 SH   SOLE   188,964 0 0
PetIQ, Inc. COM 71639t106 2,718 108,490 SH   SOLE   108,490 0 0
Phillips 66 COM 718546104 321 2,885 SH   SOLE   2,885 0 0
Post Holdings, Inc. COM 737446104 100,813 924,041 SH   SOLE   916,211 0 7,830
Premier, Inc. COM 74051n102 3,982 105,130 SH   SOLE   105,130 0 0
Principal Financial Group, Inc COM 74251v102 20,596 374,467 SH   SOLE   374,467 0 0
Prudential Financial, Inc. COM 744320102 9,135 97,450 SH   SOLE   97,450 0 0
RLI Corp COM 749607107 1,499 16,655 SH   SOLE   16,655 0 0
Radian Group Inc. COM 750236101 1,268 50,399 SH   SOLE   50,399 0 0
Ralph Lauren Corporation COM 751212101 817 6,974 SH   SOLE   6,974 0 0
Regional Management Corp. COM 75902k106 2,300 76,586 SH   SOLE   76,586 0 0
Regions Financial Corp. New COM 7591ep100 8,715 507,857 SH   SOLE   507,857 0 0
Robert Half International Inc. COM 770323103 42,146 667,398 SH   SOLE   661,648 0 5,750
Schwab US Large-Cap ETF COM 808524201 1,645 21,412 SH   SOLE   21,412 0 0
ServiceMaster Global Holdings, COM 81761r109 745 19,270 SH   SOLE   19,270 0 0
Skyline Champion Corporation COM 830830105 3,621 114,240 SH   SOLE   114,240 0 0
Skyworks Solutions, Inc. COM 83088m102 40,337 333,693 SH   SOLE   331,143 0 2,550
Stanley Black & Decker, Inc. COM 854502101 211 1,275 SH   SOLE   1,275 0 0
Starbucks Corp COM 855244109 207 2,353 SH   SOLE   2,353 0 0
Sterling Bancorp COM 85917a100 4,415 209,435 SH   SOLE   209,435 0 0
Sterling Construction Company, COM 859241101 3,884 275,875 SH   SOLE   275,875 0 0
Summit Financial Group, Inc. COM 86606g101 2,928 108,073 SH   SOLE   108,073 0 0
TCF Financial Corporation COM 872307103 2,434 51,998 SH   SOLE   51,998 0 0
Target Corporation COM 87612e106 138,193 1,077,862 SH   SOLE   1,071,012 0 6,850
Tempur Sealy International Inc COM 88023u101 1,167 13,410 SH   SOLE   13,410 0 0
Texas Instruments Inc. COM 882508104 812 6,330 SH   SOLE   6,330 0 0
The Boeing Company COM 097023105 14,553 44,673 SH   SOLE   44,673 0 0
The Procter & Gamble Company COM 742718109 14,452 115,710 SH   SOLE   115,710 0 0
The Walt Disney Company COM 254687106 38,062 263,170 SH   SOLE   260,960 0 2,210
Travelers Companies, Inc. COM 89417e109 457 3,336 SH   SOLE   3,336 0 0
Trimble Inc. COM 896239100 37,739 905,239 SH   SOLE   897,639 0 7,600
Tristate Capital Holdings, Inc COM 89678f100 695 26,615 SH   SOLE   26,615 0 0
Truist Financial Corp COM 89832q109 80,775 1,434,222 SH   SOLE   1,425,417 0 8,805
U.S. Bancorp COM 902973304 492 8,296 SH   SOLE   8,296 0 0
UFP Technologies, Inc. COM 902673102 5,227 105,367 SH   SOLE   105,367 0 0
Union Pacific Corporation COM 907818108 226 1,251 SH   SOLE   1,251 0 0
United Parcel Service, Inc. COM 911312106 15,212 129,947 SH   SOLE   129,947 0 0
United Rentals, Inc. COM 911363109 51,150 306,707 SH   SOLE   304,137 0 2,570
United Technologies Corp COM 913017109 997 6,660 SH   SOLE   6,660 0 0
Universal Forest Products, Inc COM 913543104 3,510 73,585 SH   SOLE   73,585 0 0
Universal Logistics Holdings, COM 91388p105 1,697 89,499 SH   SOLE   89,499 0 0
Upland Software, Inc. COM 91544a109 4,157 116,415 SH   SOLE   116,415 0 0
V.F. Corporation COM 918204108 59,953 601,574 SH   SOLE   597,824 0 3,750
Verizon Communications Inc. COM 92343v104 11,215 182,658 SH   SOLE   182,658 0 0
Visa Inc Class A COM 92826c839 896 4,770 SH   SOLE   4,770 0 0
Walker & Dunlop, Inc. COM 93148p102 3,903 60,345 SH   SOLE   60,345 0 0
Walmart, Inc. COM 931142103 1,324 11,138 SH   SOLE   11,138 0 0
Wells Fargo & Company COM 949746101 19,720 366,548 SH   SOLE   366,548 0 0
Willdan Group, Inc. COM 96924n100 1,888 59,405 SH   SOLE   59,405 0 0
Williams-Sonoma, Inc. COM 969904101 15,243 207,554 SH   SOLE   207,554 0 0
Willis Towers Watson Public LT COM G96629103 40,753 201,808 SH   SOLE   200,108 0 1,700
Wintrust Financial Corporation COM 97650w108 3,988 56,248 SH   SOLE   56,248 0 0
World Fuel Services Corporatio COM 981475106 5,495 126,555 SH   SOLE   126,555 0 0
Yum! Brands COM 988498101 453 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 1,751 6,853 SH   SOLE   6,853 0 0
Zions Bancorporation, National COM 989701107 1,058 20,385 SH   SOLE   20,385 0 0
ePlus, Inc. COM 294268107 1,503 17,830 SH   SOLE   17,830 0 0
iShares Core MSCI EAFE ETF COM 46432f842 319 4,890 SH   SOLE   4,890 0 0
iShares Core MSCI Emerging Mar COM 46434g103 285 5,305 SH   SOLE   5,305 0 0
iShares Core S&P 500 ETF COM 464287200 842 2,605 SH   SOLE   2,605 0 0
iShares International Select D COM 464288448 312 9,305 SH   SOLE   9,305 0 0