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
Aaron's, Inc. COM 002535300 487 12,520 SH   SOLE   12,520 0 0
AbbVie Inc. COM 00287Y109 358 4,940 SH   SOLE   4,940 0 0
Accenture Plc COM G1151C101 10,232 82,727 SH   SOLE   82,727 0 0
Adtalem Global Education Inc. COM 00737L103 388 10,230 SH   SOLE   10,230 0 0
Advanced Energy Industries COM 007973100 651 10,070 SH   SOLE   10,070 0 0
Aetna Inc. COM 00817Y108 2,955 19,460 SH   SOLE   19,460 0 0
Alliance Data Systems Corp COM 018581108 13,140 51,190 SH   SOLE   51,190 0 0
Alphabet Inc. Class A COM 02079K305 41,940 45,112 SH   SOLE   45,112 0 0
Alphabet Inc. Class C COM 02079K107 60,471 66,545 SH   SOLE   66,545 0 0
Amazon.com Inc. COM 023135106 59,559 61,528 SH   SOLE   61,528 0 0
Ambarella, Inc. COM G037AX101 1,169 24,070 SH   SOLE   24,070 0 0
Amdocs Limited COM G02602103 10,017 155,395 SH   SOLE   155,395 0 0
Amgen Inc. COM 031162100 37,174 215,840 SH   SOLE   215,840 0 0
Anthem, Inc. COM 036752103 4,572 24,300 SH   SOLE   24,300 0 0
Apple Inc. COM 037833100 19,650 136,439 SH   SOLE   136,439 0 0
Argan, Inc COM 04010E109 315 5,255 SH   SOLE   5,255 0 0
Arrow Electronics Inc COM 042735100 7,164 91,360 SH   SOLE   91,360 0 0
Assurant, Inc. COM 04621X108 4,806 46,350 SH   SOLE   46,350 0 0
Bank of New York Mellon Corp. COM 064058100 13,219 259,095 SH   SOLE   259,095 0 0
Becton Dickinson & Co. COM 075887109 2,312 11,850 SH   SOLE   11,850 0 0
Biogen Inc. COM 09062X103 4,081 15,040 SH   SOLE   15,040 0 0
Bioverativ Inc. COM 09075E100 320 5,315 SH   SOLE   5,315 0 0
Blucora, Inc. COM 095229100 1,046 49,350 SH   SOLE   49,350 0 0
Boston Beer Co. Inc. COM 100557107 367 2,775 SH   SOLE   2,775 0 0
C.R. Bard, Inc. COM 067383109 4,399 13,915 SH   SOLE   13,915 0 0
CA, Inc. COM 12673P105 14,719 427,023 SH   SOLE   427,023 0 0
CIT Group Inc. COM 125581801 19,114 392,476 SH   SOLE   392,476 0 0
CNO Financial Group, Inc. COM 12621E103 313 15,000 SH   SOLE   15,000 0 0
CSG Systems International COM 126349109 1,983 48,874 SH   SOLE   48,874 0 0
CSRA Inc. COM 12650T104 10,395 327,408 SH   SOLE   327,408 0 0
CVS Health Corporation COM 126650100 16,476 204,771 SH   SOLE   204,771 0 0
CalAmp Corp. COM 128126109 712 35,000 SH   SOLE   35,000 0 0
Capital One Financial Corp. COM 14040H105 7,790 94,290 SH   SOLE   94,290 0 0
Cardinal Health Inc. COM 14149Y108 4,180 53,650 SH   SOLE   53,650 0 0
Charles River Laboratories COM 159864107 2,878 28,450 SH   SOLE   28,450 0 0
Charles Schwab Corp COM 808513105 46,963 1,093,173 SH   SOLE   1,093,173 0 0
Check Point Software COM M22465104 9,543 87,485 SH   SOLE   87,485 0 0
Chubb Limited COM H1467J104 17,908 123,178 SH   SOLE   123,178 0 0
Cigna Corporation COM 125509109 2,343 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 2,397 38,215 SH   SOLE   38,215 0 0
Cisco Systems Inc. COM 17275R102 52,715 1,684,184 SH   SOLE   1,684,184 0 0
Citrix Systems Inc. COM 177376100 1,077 13,530 SH   SOLE   13,530 0 0
Cognizant Tech Solutions COM 192446102 15,385 231,698 SH   SOLE   231,698 0 0
Corning Inc. COM 219350105 11,518 383,301 SH   SOLE   383,301 0 0
Cowen Inc. Class A COM 223622606 373 22,974 SH   SOLE   22,974 0 0
DXC Technology COM 23355L106 7,357 95,895 SH   SOLE   95,895 0 0
DaVita HealthCare Partners Inc COM 23918K108 11,993 185,195 SH   SOLE   185,195 0 0
Dell Technologies Inc. COM 24703L103 1,064 17,418 SH   SOLE   17,418 0 0
Discovery Communications A COM 25470F104 201 7,800 SH   SOLE   7,800 0 0
Dolby Laboratories Inc COM 25659T107 384 7,850 SH   SOLE   7,850 0 0
Eli Lilly & Co. COM 532457108 1,852 22,500 SH   SOLE   22,500 0 0
Endo International plc COM G30401106 1,890 169,180 SH   SOLE   169,180 0 0
EnerSys Inc COM 29275Y102 4,044 55,812 SH   SOLE   55,812 0 0
Envision Healthcare Hldg Inc. COM 29414D100 366 5,835 SH   SOLE   5,835 0 0
Everest Re Group Ltd COM G3223R108 5,922 23,259 SH   SOLE   23,259 0 0
Express Scripts Holding Co. COM 30219G108 10,254 160,628 SH   SOLE   160,628 0 0
F5 Networks Inc. COM 315616102 1,392 10,955 SH   SOLE   10,955 0 0
Facebook, Inc. cl A COM 30303M102 34,343 227,464 SH   SOLE   227,464 0 0
FireEye, Inc. COM 31816Q101 378 24,825 SH   SOLE   24,825 0 0
Flextronics International Ltd. COM Y2573F102 9,073 556,305 SH   SOLE   556,305 0 0
Fortinet, Inc. COM 34959E109 1,903 50,835 SH   SOLE   50,835 0 0
Gentex Corporation COM 371901109 4,407 232,290 SH   SOLE   232,290 0 0
Gibraltar Industries, Inc. COM 374689107 380 10,660 SH   SOLE   10,660 0 0
Great Southern Bancorp COM 390905107 2,064 38,587 SH   SOLE   38,587 0 0
HP Inc. COM 40434L105 7,530 430,796 SH   SOLE   430,796 0 0
Halyard Health, Inc. COM 40650V100 460 11,700 SH   SOLE   11,700 0 0
Hanesbrands, Inc. COM 410345102 1,202 51,900 SH   SOLE   51,900 0 0
Hartford Financial Services COM 416515104 365 6,950 SH   SOLE   6,950 0 0
Hewlett Packard Enterprise Co COM 42824C109 5,138 309,726 SH   SOLE   309,726 0 0
Hollysys Automation Technologs COM G45667105 277 16,700 SH   SOLE   16,700 0 0
Huntington Ingalls Industries COM 446413106 7,260 39,001 SH   SOLE   39,001 0 0
IAC/InterActiveCorp COM 44919P508 18,942 183,473 SH   SOLE   183,473 0 0
IBM Corp COM 459200101 25,148 163,482 SH   SOLE   163,482 0 0
IXYS Corporation COM 46600W106 1,031 62,690 SH   SOLE   62,690 0 0
Illumina Inc COM 452327109 1,249 7,200 SH   SOLE   7,200 0 0
Intel Corporation COM 458140100 19,412 575,339 SH   SOLE   575,339 0 0
International Bancshares COM 459044103 4,374 124,789 SH   SOLE   124,789 0 0
Interpublic Group COM 460690100 4,518 183,650 SH   SOLE   183,650 0 0
JPMorgan Chase & Co COM 46625H100 16,812 183,939 SH   SOLE   183,939 0 0
Janus Henderson Group PLC COM G4474Y214 490 14,813 SH   SOLE   14,813 0 0
Johnson & Johnson COM 478160104 2,871 21,700 SH   SOLE   21,700 0 0
Juniper Networks Inc COM 48203R104 11,867 425,657 SH   SOLE   425,657 0 0
KLA-Tencor Corp COM 482480100 46,080 503,548 SH   SOLE   503,548 0 0
Kadant Inc COM 48282T104 574 7,630 SH   SOLE   7,630 0 0
Keysight Technologies Inc COM 49338L103 11,285 289,870 SH   SOLE   289,870 0 0
Kulicke & Soffa Industries COM 501242101 530 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502424104 359 2,150 SH   SOLE   2,150 0 0
Lam Research Corporation COM 512807108 1,309 9,255 SH   SOLE   9,255 0 0
Magellan Health, Inc. COM 559079207 502 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 2,551 154,400 SH   SOLE   154,400 0 0
Mastercard Inc. COM 57636Q104 503 4,139 SH   SOLE   4,139 0 0
MaxLinear, Inc. cl A COM 57776J100 965 34,600 SH   SOLE   34,600 0 0
McKesson Corp COM 58155Q103 6,573 39,950 SH   SOLE   39,950 0 0
Medtronic PLC COM G5960L103 1,464 16,492 SH   SOLE   16,492 0 0
Mercer International Inc. COM 588056101 533 46,335 SH   SOLE   46,335 0 0
Merck & Co. Inc. COM 58933Y105 2,589 40,400 SH   SOLE   40,400 0 0
Microsoft Corporation COM 594918104 21,722 315,132 SH   SOLE   315,132 0 0
Mylan N.V. COM N59465109 986 25,400 SH   SOLE   25,400 0 0
NVIDIA Corp COM 67066G104 11,023 76,255 SH   SOLE   76,255 0 0
Nabors Industries Ltd. COM G6359F103 1,809 222,295 SH   SOLE   222,295 0 0
NetApp, Inc. COM 64110D104 10,895 272,045 SH   SOLE   272,045 0 0
Netflix Inc COM 64110L106 310 2,075 SH   SOLE   2,075 0 0
Oracle Corporation COM 68389X105 21,845 435,678 SH   SOLE   435,678 0 0
Owens & Minor Inc. COM 690732102 3,676 114,200 SH   SOLE   114,200 0 0
Palo Alto Networks, Inc. COM 697435105 789 5,900 SH   SOLE   5,900 0 0
Parker-Hannifin Corp. COM 701094104 5,451 34,105 SH   SOLE   34,105 0 0
Paychex, Inc. COM 704326107 9,633 169,185 SH   SOLE   169,185 0 0
PepsiCo, Inc. COM 713448108 24,511 212,235 SH   SOLE   212,235 0 0
Perficient, Inc. COM 71375U101 544 29,165 SH   SOLE   29,165 0 0
Photronics Inc. COM 719405102 885 94,125 SH   SOLE   94,125 0 0
Qualcomm Inc. COM 747525103 19,774 358,098 SH   SOLE   358,098 0 0
Quality Systems Inc. COM 747582104 1,656 96,210 SH   SOLE   96,210 0 0
Quest Diagnostics Inc COM 74834L100 3,457 31,100 SH   SOLE   31,100 0 0
Red Hat, Inc. COM 756577102 14,804 154,608 SH   SOLE   154,608 0 0
Salesforce.com Inc COM 79466L302 4,603 53,150 SH   SOLE   53,150 0 0
Science App Int'l Corp COM 808625107 393 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 12,607 325,340 SH   SOLE   325,340 0 0
Skyworks Solutions Inc COM 83088M102 10,568 110,137 SH   SOLE   110,137 0 0
SolarEdge Technologies, Inc. COM 83417M104 561 28,050 SH   SOLE   28,050 0 0
State Street Corp COM 857477103 17,616 196,325 SH   SOLE   196,325 0 0
Stryker Corp COM 863667101 2,402 17,310 SH   SOLE   17,310 0 0
SunTrust Banks, Inc. COM 867914103 6,997 123,355 SH   SOLE   123,355 0 0
Symantec Corporation COM 871503108 4,522 160,087 SH   SOLE   160,087 0 0
Synaptics Incorporated COM 87157D109 1,181 22,835 SH   SOLE   22,835 0 0
Synchrony Financial COM 87165B103 249 8,350 SH   SOLE   8,350 0 0
Synopsys Inc. COM 871607107 16,103 220,800 SH   SOLE   220,800 0 0
TCF Financial Corporation COM 872275102 14,120 885,822 SH   SOLE   885,822 0 0
Teck Resources Limited cl B COM 878742204 1,380 79,624 SH   SOLE   79,624 0 0
The Travelers Companies COM 89417E109 8,143 64,360 SH   SOLE   64,360 0 0
Total System Services Inc. COM 891906109 9,443 162,110 SH   SOLE   162,110 0 0
Transocean Ltd. COM H8817H100 619 75,160 SH   SOLE   75,160 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 7,730 277,375 SH   SOLE   277,375 0 0
U.S. Bancorp COM 902973304 23,932 460,945 SH   SOLE   460,945 0 0
Union Bankshares Corp COM 90539J109 515 15,185 SH   SOLE   15,185 0 0
United Parcel Service Inc. COM 911312106 15,720 142,150 SH   SOLE   142,150 0 0
United Therapeutics Corp. COM 91307C102 418 3,225 SH   SOLE   3,225 0 0
UnitedHealth Group, Inc. COM 91324P102 3,022 16,300 SH   SOLE   16,300 0 0
VASCO Data Security Intl COM 92230Y104 1,403 97,750 SH   SOLE   97,750 0 0
VCA Inc. COM 918194101 2,372 25,700 SH   SOLE   25,700 0 0
VISA Inc. COM 92826C839 891 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 13,272 151,800 SH   SOLE   151,800 0 0
Valero Energy Corp. COM 91913Y100 7,199 106,720 SH   SOLE   106,720 0 0
Vantiv, Inc. COM 92210H105 263 4,160 SH   SOLE   4,160 0 0
Vectrus, Inc. COM 92242T101 3,512 108,664 SH   SOLE   108,664 0 0
Verint Systems Inc. COM 92343X100 411 10,105 SH   SOLE   10,105 0 0
Waters Corporation COM 941848103 4,385 23,850 SH   SOLE   23,850 0 0
Wells Fargo & Co COM 949746101 27,448 495,366 SH   SOLE   495,366 0 0
Western Digital Corp. COM 958102105 3,313 37,395 SH   SOLE   37,395 0 0
Western Union COM 959802109 5,542 290,921 SH   SOLE   290,921 0 0
Wyndham Worldwide Corp COM 98310W108 346 3,445 SH   SOLE   3,445 0 0
Xilinx Inc. COM 983919101 41,475 644,825 SH   SOLE   644,825 0 0
Xperi Corporation COM 98421B100 764 25,650 SH   SOLE   25,650 0 0
Zions Bancorp COM 989701107 510 11,625 SH   SOLE   11,625 0 0
eBay Inc. COM 278642103 19,421 556,160 SH   SOLE   556,160 0 0
Baidu, Inc. ADS ADR 056752108 1,458 8,150 SH   SOLE   8,150 0 0
Bayer AG ADR 072730302 1,403 10,800 SH   SOLE   10,800 0 0
Glaxo Smithkline ADS ADR 37733W105 13,423 311,300 SH   SOLE   311,300 0 0
Sanofi ADS ADR 80105N105 3,220 67,200 SH   SOLE   67,200 0 0
Silicon Motion Tech ADS ADR 82706C108 1,495 31,000 SH   SOLE   31,000 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,266 35,210 SH   SOLE   35,210 0 0
Teva Pharmaceutical ADR 881624209 12,621 379,924 SH   SOLE   379,924 0 0