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 19,098 491,208 SH   SOLE   400,323 0 90,885
ABBOTT LABS COMMON 002824100 21,845 382,775 SH   SOLE   311,575 0 71,200
AGILENT TECHN COMMON 00846U101 6,635 99,080 SH   SOLE   87,880 0 11,200
ALLSTATE CORP COMMON 020002101 11,575 110,539 SH   SOLE   99,489 0 11,050
ALPHABET CLASS C 02079K107 27,227 26,020 SH   SOLE   18,451 0 7,569
ALPHABET CLASS A 02079K305 16,928 16,070 SH   SOLE   13,320 0 2,750
AMERICAN EXPRESS COMMON 025816109 10,132 102,020 SH   SOLE   92,420 0 9,600
AMERN INTL GROUP COMMON 026874784 22,765 382,092 SH   SOLE   307,992 0 74,100
AMERISOURCE-BERGEN COMMON 03073E105 12,271 133,642 SH   SOLE   120,042 0 13,600
ANIKA THERAPEUTICS COMMON 035255108 1,089 20,200 SH   SOLE   12,550 0 7,650
APPLE COMMON 037833100 51,140 302,190 SH   SOLE   236,290 0 65,900
AXCELIS TECH COMMON 054540208 1,045 36,400 SH   SOLE   22,900 0 13,500
BAKER HUGHES A GE CLASS A 05722G100 17,703 559,514 SH   SOLE   455,814 0 103,700
BANCFIRST CORP COMMON 05945F103 1,184 23,150 SH   SOLE   14,500 0 8,650
BANK AMER CORP PFD CUM SER C 060505286 5,188 189,080 SH   SOLE   189,080 0 0
BANK OF NEW YORK MEL COMMON 064058100 24,144 448,268 SH   SOLE   361,068 0 87,200
BENCHMARK ELECTRS COMMON 08160H101 1,190 40,900 SH   SOLE   25,850 0 15,050
BORG WARNER COMMON 099724106 19,552 382,705 SH   SOLE   308,355 0 74,350
CBS CORPORATION CLASS B 124857202 7,517 127,415 SH   SOLE   115,215 0 12,200
CALGON CARBON COMMON 129603106 1,439 67,550 SH   SOLE   42,450 0 25,100
CELGENE CORP COMMON 151020104 19,296 184,900 SH   SOLE   138,200 0 46,700
CENTENE CORP DEL COMMON 15135B101 21,424 212,370 SH   SOLE   173,670 0 38,700
CHART INDS COMMON 16115Q308 1,740 37,125 SH   SOLE   23,650 0 13,475
CHARTER COMMUNI CLASS A 16119P108 6,615 19,689 SH   SOLE   18,009 0 1,680
CHEESECAKE FACTORY COMMON 163072101 1,301 27,000 SH   SOLE   17,100 0 9,900
CHEVRON CORP COMMON 166764100 21,293 170,083 SH   SOLE   141,183 0 28,900
CISCO SYSTEMS COMMON 17275R102 29,093 759,600 SH   SOLE   613,200 0 146,400
COOPER-STANDARD COMMON 21676P103 1,660 13,550 SH   SOLE   8,400 0 5,150
DEERE & CO COMMON 244199105 27,798 177,612 SH   SOLE   142,312 0 35,300
DELL TECH COM CL V 24703L103 24,616 302,850 SH   SOLE   245,324 0 57,526
DICKS SPRTG GOODS COMMON 253393102 14,671 510,475 SH   SOLE   401,075 0 109,400
WALT DISNEY COMMON 254687106 22,130 205,840 SH   SOLE   155,300 0 50,540
DISCOVER FINL SVCS COMMON 254709108 28,985 376,825 SH   SOLE   308,925 0 67,900
DOVER CORP COMMON 260003108 23,226 229,987 SH   SOLE   186,287 0 43,700
EOG RESOURCES COMMON 26875P101 36,372 337,057 SH   SOLE   280,157 0 56,900
EPAM SYS COMMON 29414B104 1,907 17,750 SH   SOLE   11,150 0 6,600
EXPEDIA COMMON 30212P303 10,582 88,350 SH   SOLE   66,850 0 21,500
EXPRESS SCRIPTS COMMON 30219G108 28,192 377,713 SH   SOLE   292,788 0 84,925
FACEBOOK CLASS A 30303M102 16,525 93,650 SH   SOLE   70,550 0 23,100
FEDERATED INVS CLASS B 314211103 11,471 317,935 SH   SOLE   274,685 0 43,250
F5 NETWORKS COMMON 315616102 20,654 157,400 SH   SOLE   123,300 0 34,100
FIRST INTST BANCSYS CLASS A 32055Y201 1,356 33,850 SH   SOLE   21,300 0 12,550
FORWARD AIR COMMON 349853101 1,893 32,950 SH   SOLE   21,050 0 11,900
FREEPORT-MCMORAN COMMON 35671D857 8,639 455,620 SH   SOLE   410,120 0 45,500
GSV CAPITAL COMMON 36191J101 545 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC COMMON 369604103 23,939 1,371,890 SH   SOLE   1,107,290 0 264,600
GILEAD SCIENCES COMMON 375558103 10,409 145,300 SH   SOLE   108,700 0 36,600
GOLDMAN SACHS COMMON 38141G104 24,754 97,164 SH   SOLE   78,564 0 18,600
HANCOCK HLDG COMMON 410120109 1,034 20,880 SH   SOLE   12,820 0 8,060
HONEYWELL INTL COMMON 438516106 42,288 275,744 SH   SOLE   225,374 0 50,370
HUMANA COMMON 444859102 17,988 72,510 SH   SOLE   58,610 0 13,900
INTEL COMMON 458140100 44,339 960,555 SH   SOLE   769,155 0 191,400
ISHARES TRUST CORE S&P 500 ETF 464287200 3,219 11,972 SH   SOLE   11,972 0 0
ISHARES MSCI EAFE ETF 464287465 875 12,446 SH   SOLE   12,446 0 0
ISHARES RUSSELL 2000 ETF 464287655 1,608 10,550 SH   SOLE   10,550 0 0
JPMORGAN CHASE COMMON 46625H100 45,243 423,067 SH   SOLE   352,472 0 70,595
KENNAMETAL COMMON 489170100 15,399 318,100 SH   SOLE   238,200 0 79,900
LAKELAND FINL COMMON 511656100 1,694 34,925 SH   SOLE   21,925 0 13,000
LANNETT CO COMMON 516012101 865 37,300 SH   SOLE   23,900 0 13,400
LINDSAY CORP COMMON 535555106 1,579 17,900 SH   SOLE   11,350 0 6,550
MVC CAPITAL COMMON 553829102 343 32,450 SH   SOLE   19,700 0 12,750
STEVEN MADDEN COMMON 556269108 1,554 33,275 SH   SOLE   20,950 0 12,325
MARATHON PETRO COMMON 56585A102 24,345 368,980 SH   SOLE   303,280 0 65,700
MARRIOTT INTL INC CLASS A 571903202 16,138 118,900 SH   SOLE   87,500 0 31,400
MATADOR RESOURCES COMMON 576485205 1,429 45,900 SH   SOLE   29,000 0 16,900
MEDNAX INC COMMON 58502B106 17,714 331,470 SH   SOLE   271,470 0 60,000
MICROSOFT COMMON 594918104 48,427 566,135 SH   SOLE   438,535 0 127,600
MONSANTO COMMON 61166W101 14,814 126,850 SH   SOLE   97,150 0 29,700
MYRIAD GENETICS COMMON 62855J104 1,451 42,250 SH   SOLE   26,450 0 15,800
NAVIGATORS GROUP COMMON 638904102 1,517 31,150 SH   SOLE   19,850 0 11,300
NEENAH INC COMMON 640079109 1,305 14,400 SH   SOLE   9,050 0 5,350
NETSCOUT SYS COMMON 64115T104 789 25,900 SH   SOLE   16,300 0 9,600
NEXTERA ENERGY COMMON 65339F101 13,326 85,319 SH   SOLE   76,719 0 8,600
NORFOLK SOUTHERN COMMON 655844108 14,852 102,500 SH   SOLE   75,200 0 27,300
OCCIDENTAL PETE COMMON 674599105 24,154 327,910 SH   SOLE   258,710 0 69,200
ORACLE COMMON 68389X105 19,588 414,304 SH   SOLE   331,104 0 83,200
PRA GROUP COMMON 69354N106 1,046 31,500 SH   SOLE   19,850 0 11,650
PAYPAL HLDGS COMMON 70450Y103 16,995 230,850 SH   SOLE   172,950 0 57,900
PHILIP MORRIS COMMON 718172109 6,958 65,863 SH   SOLE   59,163 0 6,700
PRESTIGE BRANDS COMMON 74112D101 1,628 36,650 SH   SOLE   23,050 0 13,600
PRICE T ROWE COMMON 74144T108 25,247 240,610 SH   SOLE   194,610 0 46,000
PUBLIC SVC ENTERPR COMMON 744573106 18,271 354,771 SH   SOLE   288,071 0 66,700
SEMTECH CORP COMMON 816850101 2,004 58,600 SH   SOLE   36,350 0 22,250
STARBUCKS CORP COMMON 855244109 15,410 268,330 SH   SOLE   200,630 0 67,700
SUN HYDRAULICS COMMON 866942105 1,858 28,725 SH   SOLE   18,175 0 10,550
SUPERNUS PHARMA COMMON 868459108 1,704 42,750 SH   SOLE   27,050 0 15,700
SYNAPTICS COMMON 87157D109 1,186 29,700 SH   SOLE   18,800 0 10,900
THL CREDIT INC COMMON 872438106 905 100,000 SH   SOLE   100,000 0 0
TTM TECHNOLOGIES COMMON 87305R109 1,131 72,150 SH   SOLE   46,150 0 26,000
TARGET CORP COMMON 87612E106 2,767 42,400 SH   SOLE   21,900 0 20,500
3M COMPANY COMMON 88579Y101 14,960 63,560 SH   SOLE   46,460 0 17,100
TIME WARNER COMMON 887317303 19,289 210,880 SH   SOLE   164,030 0 46,850
TORO CO COMMON 891092108 2,648 40,600 SH   SOLE   24,650 0 15,950
US BANCORP DEL COMMON 902973304 7,125 132,971 SH   SOLE   119,741 0 13,230
UNITED NAT FOODS COMMON 911163103 1,205 24,450 SH   SOLE   15,300 0 9,150
UNITED TECHNOLOGIES COMMON 913017109 9,084 71,211 SH   SOLE   64,211 0 7,000
VERINT SYS INC COMMON 92343X100 1,199 28,650 SH   SOLE   17,950 0 10,700
WALMART INC COMMON 931142103 28,925 292,916 SH   SOLE   247,116 0 45,800
WALGREENS BOOTS COMMON 931427108 20,491 282,170 SH   SOLE   217,170 0 65,000
WELLS FARGO COMMON 949746101 31,016 511,224 SH   SOLE   424,424 0 86,800
ALLERGAN PLC SHARES G0177J108 6,264 38,295 SH   SOLE   35,435 0 2,860
NAVIOS MARITIME LP COM UNIT LTD Y62134104 618 64,900 SH   SOLE   39,150 0 25,750