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 19,757 504,400 SH   SOLE   404,715 0 99,685
ABBOTT LABS COMMON 002824100 22,036 412,975 SH   SOLE   330,875 0 82,100
AGILENT TECHN COMMON 00846U101 6,631 103,280 SH   SOLE   89,880 0 13,400
ALLSTATE CORP COMMON 020002101 10,408 113,239 SH   SOLE   99,889 0 13,350
ALPHABET CLASS C 02079K107 25,004 26,070 SH   SOLE   18,451 0 7,619
ALPHABET CLASS A 02079K305 17,985 18,470 SH   SOLE   15,320 0 3,150
AMERICAN EXPRESS COMMON 025816109 8,852 97,850 SH   SOLE   86,050 0 11,800
AMERN INTL GROUP COMMON 026874784 24,322 396,192 SH   SOLE   315,892 0 80,300
AMERISOURCE-BERGEN COMMON 03073E105 11,406 137,842 SH   SOLE   121,442 0 16,400
ANIKA THERAPEUTICS COMMON 035255108 1,166 20,100 SH   SOLE   12,450 0 7,650
APPLE COMMON 037833100 54,070 350,830 SH   SOLE   269,530 0 81,300
AXCELIS TECHNOLOGIES COMMON 054540208 1,006 36,800 SH   SOLE   23,300 0 13,500
BAKER HUGHES & GE CLASS A 05722G100 18,512 505,514 SH   SOLE   413,214 0 92,300
BANCFIRST CORP COMMON 05945F103 1,325 23,350 SH   SOLE   14,700 0 8,650
BANK AMER CORP PFD CUM SER C 060505286 5,054 189,080 SH   SOLE   189,080 0 0
BANK OF NEW YORK MEL COMMON 064058100 25,416 479,368 SH   SOLE   382,368 0 97,000
BENCHMARK ELECTRS COMMON 08160H101 1,397 40,900 SH   SOLE   25,850 0 15,050
BORG WARNER COMMON 099724106 21,012 410,155 SH   SOLE   327,405 0 82,750
CBS CORPORATION CLASS B 124857202 7,645 131,815 SH   SOLE   117,115 0 14,700
CALGON CARBON COMMON 129603106 1,454 67,950 SH   SOLE   42,850 0 25,100
CELGENE CORP COMMON 151020104 27,604 189,300 SH   SOLE   142,600 0 46,700
CENTENE CORP DEL COMMON 15135B101 22,090 228,270 SH   SOLE   183,270 0 45,000
CHART INDS COMMON 16115Q308 1,452 37,025 SH   SOLE   23,550 0 13,475
CHARTER COMMUNI CLASS A 16119P108 7,354 20,235 SH   SOLE   18,155 0 2,080
CHEESECAKE FACTORY COMMON 163072101 1,137 27,000 SH   SOLE   17,100 0 9,900
CHEVRON CORP COMMON 166764100 20,837 177,333 SH   SOLE   145,033 0 32,300
CISCO SYSTEMS COMMON 17275R102 26,917 800,400 SH   SOLE   634,600 0 165,800
COOPER-STANDARD COMMON 21676P103 1,583 13,650 SH   SOLE   8,500 0 5,150
DEERE & CO COMMON 244199105 23,788 189,412 SH   SOLE   150,012 0 39,400
DELL TECH COM CL V 24703L103 33,512 434,039 SH   SOLE   340,313 0 93,726
DICKS SPRTG GOODS COMMON 253393102 13,912 515,075 SH   SOLE   400,475 0 114,600
WALT DISNEY COMMON 254687106 21,354 216,640 SH   SOLE   163,100 0 53,540
DISCOVER FINL SVCS COMMON 254709108 25,265 391,825 SH   SOLE   319,225 0 72,600
DOVER CORP COMMON 260003108 21,823 238,787 SH   SOLE   191,687 0 47,100
EOG RESOURCES COMMON 26875P101 33,270 343,907 SH   SOLE   282,207 0 61,700
EPAM SYS COMMON 29414B104 1,578 17,950 SH   SOLE   11,350 0 6,600
EXPEDIA COMMON 30212P303 13,063 90,750 SH   SOLE   69,250 0 21,500
EXPRESS SCRIPTS COMMON 30219G108 24,822 392,013 SH   SOLE   303,788 0 88,225
FEDERATED INVS CLASS B 314211103 19,368 652,135 SH   SOLE   524,985 0 127,150
F5 NETWORKS COMMON 315616102 19,265 159,800 SH   SOLE   125,200 0 34,600
FIRST INTST BANCSYS CLASS A 32055Y201 1,291 33,750 SH   SOLE   21,200 0 12,550
FORWARD AIR COMMON 349853101 1,880 32,850 SH   SOLE   20,950 0 11,900
FREEPORT-MCMORAN COMMON 35671D857 6,593 469,620 SH   SOLE   413,520 0 56,100
GSV CAPITAL COMMON 36191J101 541 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC COMMON 369604103 25,633 1,060,090 SH   SOLE   864,990 0 195,100
GILEAD SCIENCES COMMON 375558103 11,845 146,200 SH   SOLE   109,600 0 36,600
GOLDMAN SACHS COMMON 38141G104 23,793 100,314 SH   SOLE   81,014 0 19,300
HANCOCK HLDG COMMON 410120109 1,021 21,080 SH   SOLE   13,020 0 8,060
HONEYWELL INTL COMMON 438516106 40,912 288,644 SH   SOLE   233,774 0 54,870
HUMANA COMMON 444859102 18,409 75,560 SH   SOLE   59,960 0 15,600
INTEL COMMON 458140100 37,233 977,755 SH   SOLE   776,955 0 200,800
ISHARES TRUST CORE S&P 500 ETF 464287200 3,028 11,972 SH   SOLE   11,972 0 0
ISHARES MSCI EAFE ETF 464287465 852 12,446 SH   SOLE   12,446 0 0
ISHARES RUSSELL 2000 ETF 464287655 1,563 10,550 SH   SOLE   10,550 0 0
JPMORGAN CHASE COMMON 46625H100 42,327 443,167 SH   SOLE   362,472 0 80,695
KENNAMETAL COMMON 489170100 13,203 327,300 SH   SOLE   244,400 0 82,900
LAKELAND FINL COMMON 511656100 1,721 35,325 SH   SOLE   22,325 0 13,000
LANNETT CO COMMON 516012101 684 37,100 SH   SOLE   23,700 0 13,400
LINDSAY CORP COMMON 535555106 1,663 18,100 SH   SOLE   11,550 0 6,550
MVC CAPITAL COMMON 553829102 325 32,450 SH   SOLE   19,700 0 12,750
STEVEN MADDEN COMMON 556269108 965 22,275 SH   SOLE   14,050 0 8,225
MARATHON PETRO COMMON 56585A102 22,018 392,610 SH   SOLE   317,910 0 74,700
MARRIOTT INTL INC CLASS A 571903202 15,365 139,350 SH   SOLE   104,950 0 34,400
MATADOR RESOURCES COMMON 576485205 964 35,500 SH   SOLE   22,300 0 13,200
MEDNAX INC COMMON 58502B106 14,531 337,000 SH   SOLE   273,600 0 63,400
MICROSOFT COMMON 594918104 45,884 615,975 SH   SOLE   475,675 0 140,300
MONSANTO COMMON 61166W101 15,367 128,250 SH   SOLE   98,350 0 29,900
MYRIAD GENETICS COMMON 62855J104 1,543 42,650 SH   SOLE   26,850 0 15,800
NAVIGATORS GROUP COMMON 638904102 1,812 31,050 SH   SOLE   19,750 0 11,300
NEENAH PAPER COMMON 640079109 1,240 14,500 SH   SOLE   9,150 0 5,350
NETSCOUT SYS COMMON 64115T104 831 25,700 SH   SOLE   16,100 0 9,600
NEXTERA ENERGY COMMON 65339F101 12,994 88,669 SH   SOLE   78,069 0 10,600
NORFOLK SOUTHERN COMMON 655844108 14,282 108,000 SH   SOLE   80,500 0 27,500
OCCIDENTAL PETE COMMON 674599105 8,196 127,650 SH   SOLE   95,850 0 31,800
ORACLE COMMON 68389X105 20,530 424,604 SH   SOLE   337,604 0 87,000
PRA GROUP COMMON 69354N106 902 31,500 SH   SOLE   19,850 0 11,650
PAYPAL HLDGS COMMON 70450Y103 16,196 252,950 SH   SOLE   189,350 0 63,600
PHILIP MORRIS COMMON 718172109 7,578 68,263 SH   SOLE   59,463 0 8,800
PRESTIGE BRANDS COMMON 74112D101 1,841 36,750 SH   SOLE   23,150 0 13,600
PRICE T ROWE COMMON 74144T108 22,536 248,610 SH   SOLE   197,210 0 51,400
PUBLIC SVC ENTERPR COMMON 744573106 16,956 366,621 SH   SOLE   293,321 0 73,300
SEMTECH CORP COMMON 816850101 2,212 58,900 SH   SOLE   36,650 0 22,250
STARBUCKS CORP COMMON 855244109 14,638 272,530 SH   SOLE   204,330 0 68,200
SUN HYDRAULICS COMMON 866942105 1,546 28,625 SH   SOLE   18,075 0 10,550
SUPERNUS PHARMA COMMON 868459108 1,710 42,750 SH   SOLE   27,050 0 15,700
SYNAPTICS COMMON 87157D109 1,164 29,700 SH   SOLE   18,800 0 10,900
THL CREDIT INC COMMON 872438106 933 100,000 SH   SOLE   100,000 0 0
TTM TECHNOLOGIES COMMON 87305R109 1,103 71,750 SH   SOLE   45,750 0 26,000
TARGET CORP COMMON 87612E106 2,502 42,400 SH   SOLE   21,900 0 20,500
3M COMPANY COMMON 88579Y101 14,936 71,160 SH   SOLE   52,760 0 18,400
TIME WARNER COMMON 887317303 23,136 225,830 SH   SOLE   175,430 0 50,400
TORO CO COMMON 891092108 2,538 40,900 SH   SOLE   24,950 0 15,950
US BANCORP DEL COMMON 902973304 7,437 138,771 SH   SOLE   122,441 0 16,330
UNITED NAT FOODS COMMON 911163103 1,025 24,650 SH   SOLE   15,500 0 9,150
UNITED TECHNOLOGIES COMMON 913017109 8,405 72,411 SH   SOLE   63,911 0 8,500
VERINT SYS INC COMMON 92343X100 1,199 28,650 SH   SOLE   17,950 0 10,700
WAL MART STORES COMMON 931142103 24,506 313,616 SH   SOLE   260,716 0 52,900
WALGREENS BOOTS COMMON 931427108 22,002 284,920 SH   SOLE   219,220 0 65,700
WELLS FARGO COMMON 949746101 29,705 538,624 SH   SOLE   440,624 0 98,000
ALLERGAN PLC SHARES G0177J108 7,797 38,041 SH   SOLE   34,381 0 3,660
NAVIOS MARITIME LP COM UNIT LTD Y62134104 484 64,900 SH   SOLE   39,150 0 25,750