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
AT&T INC COMMON 00206R102 21,287 512,320 SH   SOLE   411,935 0 100,385
ABBOTT LABS COMMON 002824100 19,118 430,485 SH   SOLE   346,985 0 83,500
AGILENT TECHN COMMON 00846U101 5,782 109,365 SH   SOLE   94,965 0 14,400
ALLSTATE CORP COMMON 020002101 9,725 119,340 SH   SOLE   104,690 0 14,650
ALPHABET CLASS C 02079K107 21,668 26,120 SH   SOLE   18,351 0 7,769
ALPHABET CLASS A 02079K305 16,591 19,570 SH   SOLE   16,220 0 3,350
AMERICAN EXPRESS COMMON 025816109 4,855 61,375 SH   SOLE   53,975 0 7,400
AMERN INTL GROUP COMMON 026874784 25,342 405,930 SH   SOLE   323,230 0 82,700
AMERISOURCE-BERGEN COMMON 03073E105 12,556 141,873 SH   SOLE   124,273 0 17,600
ANIKA THERAPEUTICS COMMON 035255108 608 14,000 SH   SOLE   9,100 0 4,900
APPLE COMMON 037833100 56,030 390,020 SH   SOLE   302,170 0 87,850
BAKER HUGHES COMMON 057224107 24,902 416,290 SH   SOLE   345,390 0 70,900
BANK AMER CORP PFD CUM SER C 060505286 4,888 189,080 SH   SOLE   189,080 0 0
BANK OF NY MEL COMMON 064058100 23,676 501,300 SH   SOLE   401,500 0 99,800
BENCHMARK ELECTRS COMMON 08160H101 1,294 40,700 SH   SOLE   25,650 0 15,050
BORG WARNER COMMON 099724106 17,892 428,140 SH   SOLE   342,990 0 85,150
CBS CORPORATION CLASS B 124857202 9,316 134,315 SH   SOLE   118,615 0 15,700
CALGON CARBON COMMON 129603106 979 67,050 SH   SOLE   41,950 0 25,100
CELGENE CORP COMMON 151020104 24,152 194,100 SH   SOLE   145,900 0 48,200
CENTENE CORP DEL COMMON 15135B101 16,920 237,435 SH   SOLE   189,635 0 47,800
CHART INDS COMMON 16115Q308 1,238 35,425 SH   SOLE   21,950 0 13,475
CHARTER COMMUNI CLASS A 16119P108 6,598 20,157 SH   SOLE   17,977 0 2,180
CHEESECAKE FACTORY COMMON 163072101 1,673 26,400 SH   SOLE   16,500 0 9,900
CHEVRON CORP COMMON 166764100 19,534 181,935 SH   SOLE   149,035 0 32,900
CISCO SYSTEMS COMMON 17275R102 26,928 796,685 SH   SOLE   631,485 0 165,200
COOPER-STANDARD COMMON 21676P103 1,498 13,500 SH   SOLE   8,350 0 5,150
DEERE & CO COMMON 244199105 21,654 198,915 SH   SOLE   158,015 0 40,900
DELL TECH COM CL V 24703L103 28,158 439,426 SH   SOLE   345,700 0 93,726
DICKS SPRTG GOODS COMMON 253393102 25,326 520,465 SH   SOLE   405,865 0 114,600
WALT DISNEY COMMON 254687106 24,786 218,590 SH   SOLE   164,850 0 53,740
DISCOVER FINL SVCS COMMON 254709108 27,104 396,320 SH   SOLE   321,520 0 74,800
DOVER CORP COMMON 260003108 19,615 244,115 SH   SOLE   196,215 0 47,900
EOG RESOURCES COMMON 26875P101 34,412 352,760 SH   SOLE   289,160 0 63,600
EPAM SYS COMMON 29414B104 1,340 17,750 SH   SOLE   11,150 0 6,600
EXPEDIA COMMON 30212P303 11,797 93,500 SH   SOLE   71,400 0 22,100
EXPRESS SCRIPTS COMMON 30219G108 26,154 396,813 SH   SOLE   308,588 0 88,225
FEDERATED INVS CLASS B 314211103 17,412 661,050 SH   SOLE   533,900 0 127,150
F5 NETWORKS COMMON 315616102 22,823 160,080 SH   SOLE   125,480 0 34,600
FORWARD AIR COMMON 349853101 1,522 32,000 SH   SOLE   20,100 0 11,900
FREEPORT-MCMORAN COMMON 35671D857 6,508 487,100 SH   SOLE   427,300 0 59,800
GSV CAPITAL COMMON 36191J101 448 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC COMMON 369604103 32,124 1,077,981 SH   SOLE   877,681 0 200,300
GILEAD SCIENCES COMMON 375558103 9,930 146,200 SH   SOLE   109,600 0 36,600
GOLDMAN SACHS COMMON 38141G104 23,810 103,650 SH   SOLE   83,050 0 20,600
HANCOCK HLDG COMMON 410120109 953 20,930 SH   SOLE   12,870 0 8,060
HONEYWELL INTL COMMON 438516106 37,265 298,430 SH   SOLE   241,260 0 57,170
HUMANA COMMON 444859102 16,144 78,315 SH   SOLE   61,915 0 16,400
INTEL COMMON 458140100 35,584 986,540 SH   SOLE   781,440 0 205,100
ISHARES CORE S&P 500 ETF 464287200 2,983 12,572 SH   SOLE   12,572 0 0
ISHARES RUSSELL 2000 ETF 464287655 1,450 10,550 SH   SOLE   10,550 0 0
JPMORGAN CHASE COMMON 46625H100 40,438 460,362 SH   SOLE   376,467 0 83,895
KENNAMETAL COMMON 489170100 13,221 337,000 SH   SOLE   251,000 0 86,000
LAKELAND FINL COMMON 511656100 1,519 35,225 SH   SOLE   22,225 0 13,000
LANNETT CO COMMON 516012101 787 35,200 SH   SOLE   21,800 0 13,400
LINDSAY CORP COMMON 535555106 1,564 17,750 SH   SOLE   11,200 0 6,550
MVC CAPITAL COMMON 553829102 292 32,450 SH   SOLE   19,700 0 12,750
STEVEN MADDEN LTD COMMON 556269108 851 22,075 SH   SOLE   13,850 0 8,225
MARATHON PETRO COMMON 56585A102 18,514 366,315 SH   SOLE   292,815 0 73,500
MARRIOTT INTL INC CLASS A 571903202 13,548 143,850 SH   SOLE   108,150 0 35,700
MEDNAX INC COMMON 58502B106 19,191 276,610 SH   SOLE   219,810 0 56,800
MICROSOFT CORP COMMON 594918104 44,277 672,295 SH   SOLE   523,195 0 149,100
MONSANTO CO COMMON 61166W101 9,333 82,450 SH   SOLE   61,850 0 20,600
MYRIAD GENETICS COMMON 62855J104 574 29,900 SH   SOLE   18,900 0 11,000
NAVIGATORS GROUP COMMON 638904102 1,656 30,500 SH   SOLE   19,200 0 11,300
NEENAH PAPER COMMON 640079109 1,076 14,400 SH   SOLE   9,050 0 5,350
NETSCOUT SYS INC COMMON 64115T104 973 25,650 SH   SOLE   16,050 0 9,600
NEXTERA ENERGY INC COMMON 65339F101 11,834 92,190 SH   SOLE   80,990 0 11,200
NORFOLK SOUTHERN COMMON 655844108 12,317 110,000 SH   SOLE   82,100 0 27,900
OCCIDENTAL PETE COMMON 674599105 8,063 127,250 SH   SOLE   95,450 0 31,800
ORACLE CORP COMMON 68389X105 19,138 429,015 SH   SOLE   340,215 0 88,800
PRA GROUP INC COMMON 69354N106 1,021 30,800 SH   SOLE   19,150 0 11,650
PAYPAL HLDGS INC COMMON 70450Y103 11,559 268,700 SH   SOLE   201,200 0 67,500
PHILIP MORRIS INTL COMMON 718172109 8,087 71,630 SH   SOLE   62,330 0 9,300
PRESTIGE BRANDS COMMON 74112D101 1,947 35,050 SH   SOLE   21,450 0 13,600
T ROWE PRICE GRP COMMON 74144T108 17,222 252,710 SH   SOLE   201,310 0 51,400
PUBLIC SVC ENTERPR COMMON 744573106 16,719 376,980 SH   SOLE   301,580 0 75,400
SEMTECH CORP COMMON 816850101 1,971 58,300 SH   SOLE   36,050 0 22,250
STARBUCKS CORP COMMON 855244109 16,401 280,880 SH   SOLE   210,980 0 69,900
SUN HYDRAULICS CORP COMMON 866942105 1,019 28,225 SH   SOLE   17,675 0 10,550
SUPERNUS PHARMA COMMON 868459108 1,310 41,850 SH   SOLE   26,150 0 15,700
SYNAPTICS INC COMMON 87157D109 1,411 28,500 SH   SOLE   17,600 0 10,900
THL CREDIT INC COMMON 872438106 996 100,000 SH   SOLE   100,000 0 0
TTM TECHNOLOGIES IN COMMON 87305R109 1,140 70,700 SH   SOLE   44,700 0 26,000
TARGET CORPORATION COMMON 87612E106 2,340 42,400 SH   SOLE   21,900 0 20,500
3M COMPANY COMMON 88579Y101 13,768 71,960 SH   SOLE   53,360 0 18,600
TIME WARNER INC COMMON 887317303 22,621 231,510 SH   SOLE   178,810 0 52,700
TORO CO COMMON 891092108 2,561 41,000 SH   SOLE   25,050 0 15,950
US BANCORP DEL COMMON 902973304 7,397 143,627 SH   SOLE   126,297 0 17,330
UNITED NAT FOODS INC COMMON 911163103 1,063 24,600 SH   SOLE   15,450 0 9,150
UNITED TECHNOLOGIES COMMON 913017109 8,360 74,505 SH   SOLE   65,405 0 9,100
VCA INC COMMON 918194101 2,777 30,350 SH   SOLE   18,350 0 12,000
VERINT SYS INC COMMON 92343X100 1,230 28,350 SH   SOLE   17,650 0 10,700
WAL MART STORES COMMON 931142103 23,175 321,515 SH   SOLE   266,115 0 55,400
WALGREENS BOOTS COMMON 931427108 23,339 281,020 SH   SOLE   215,920 0 65,100
WELLS FARGO & CO COMMON 949746101 30,925 555,600 SH   SOLE   455,200 0 100,400
ALLERGAN PLC SHARES G0177J108 9,368 39,208 SH   SOLE   35,248 0 3,960
NAVIOS MARITIME LP COM UNIT LTD Y62134104 588 48,800 SH   SOLE   29,600 0 19,200