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 569 13,090 SH   SOLE   13,090 0 0
AbbVie Inc. COM 00287Y109 554 5,980 SH   SOLE   5,980 0 0
Accenture Plc COM G1151C101 13,844 84,627 SH   SOLE   84,627 0 0
Adtalem Global Education Inc. COM 00737L103 619 12,875 SH   SOLE   12,875 0 0
Advanced Energy Industries COM 007973100 433 7,460 SH   SOLE   7,460 0 0
Aetna Inc. COM 00817Y108 3,182 17,340 SH   SOLE   17,340 0 0
Alliance Data Systems Corp COM 018581108 12,246 52,515 SH   SOLE   52,515 0 0
Alphabet Inc. Class A COM 02079K305 49,392 43,741 SH   SOLE   43,741 0 0
Alphabet Inc. Class C COM 02079K107 75,088 67,304 SH   SOLE   67,304 0 0
Amazon.com Inc. COM 023135106 97,927 57,611 SH   SOLE   57,611 0 0
Ambarella, Inc. COM G037AX101 929 24,070 SH   SOLE   24,070 0 0
Amdocs Limited COM G02602103 11,498 173,716 SH   SOLE   173,716 0 0
American Public Education COM 02913V103 210 5,000 SH   SOLE   5,000 0 0
Amgen Inc. COM 031162100 39,793 215,577 SH   SOLE   215,577 0 0
Anthem, Inc. COM 036752103 5,237 22,000 SH   SOLE   22,000 0 0
Apple Inc. COM 037833100 27,663 149,439 SH   SOLE   149,439 0 0
Assurant, Inc. COM 04621X108 5,104 49,320 SH   SOLE   49,320 0 0
Bank of New York Mellon Corp. COM 064058100 14,629 271,265 SH   SOLE   271,265 0 0
Barrett Business Services Inc COM 068463108 463 4,796 SH   SOLE   4,796 0 0
Biogen Inc. COM 09062X103 4,393 15,135 SH   SOLE   15,135 0 0
Blucora, Inc. COM 095229100 1,324 35,780 SH   SOLE   35,780 0 0
Boston Beer Co. Inc. COM 100557107 833 2,780 SH   SOLE   2,780 0 0
CA, Inc. COM 12673P105 16,592 465,418 SH   SOLE   465,418 0 0
CIT Group Inc. COM 125581801 20,521 407,075 SH   SOLE   407,075 0 0
CNO Financial Group, Inc. COM 12621E103 331 17,365 SH   SOLE   17,365 0 0
CSG Systems International COM 126349109 664 16,255 SH   SOLE   16,255 0 0
CVS Health Corporation COM 126650100 1,216 18,900 SH   SOLE   18,900 0 0
Capital One Financial Corp. COM 14040H105 9,382 102,091 SH   SOLE   102,091 0 0
Cardinal Health Inc. COM 14149Y108 2,957 60,550 SH   SOLE   60,550 0 0
Celgene Corp. COM 151020104 1,485 18,700 SH   SOLE   18,700 0 0
Charles River Laboratories COM 159864107 2,597 23,130 SH   SOLE   23,130 0 0
Charles Schwab Corp COM 808513105 54,774 1,071,902 SH   SOLE   1,071,902 0 0
Check Point Software COM M22465104 17,310 177,208 SH   SOLE   177,208 0 0
Chubb Limited COM H1467J104 15,745 123,955 SH   SOLE   123,955 0 0
Cigna Corporation COM 125509109 2,379 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 1,465 38,215 SH   SOLE   38,215 0 0
Cisco Systems Inc. COM 17275R102 71,796 1,668,503 SH   SOLE   1,668,503 0 0
Citrix Systems Inc. COM 177376100 1,687 16,090 SH   SOLE   16,090 0 0
Cognizant Tech Solutions COM 192446102 18,441 233,454 SH   SOLE   233,454 0 0
Convergys Corporation COM 212485106 447 18,310 SH   SOLE   18,310 0 0
Corning Inc. COM 219350105 6,501 236,306 SH   SOLE   236,306 0 0
DXC Technology COM 23355L106 2,064 25,600 SH   SOLE   25,600 0 0
DaVita HealthCare Partners Inc COM 23918K108 12,010 172,955 SH   SOLE   172,955 0 0
Dell Technologies Inc. COM 24703L103 1,473 17,418 SH   SOLE   17,418 0 0
Dime Community Bancshares COM 253922108 468 23,980 SH   SOLE   23,980 0 0
Eagle Pharmaceuticals, Inc. COM 269796108 622 8,220 SH   SOLE   8,220 0 0
Eastman Chemical Co. COM 277432100 468 4,685 SH   SOLE   4,685 0 0
Endo International plc COM G30401106 1,599 169,570 SH   SOLE   169,570 0 0
Envision Healthcare Hldg Inc. COM 29414D100 481 10,925 SH   SOLE   10,925 0 0
Everest Re Group Ltd COM G3223R108 4,356 18,899 SH   SOLE   18,899 0 0
Express Scripts Holding Co. COM 30219G108 13,035 168,828 SH   SOLE   168,828 0 0
F5 Networks Inc. COM 315616102 2,036 11,805 SH   SOLE   11,805 0 0
Facebook, Inc. cl A COM 30303M102 50,330 259,008 SH   SOLE   259,008 0 0
FireEye, Inc. COM 31816Q101 382 24,825 SH   SOLE   24,825 0 0
Fortinet, Inc. COM 34959E109 1,386 22,205 SH   SOLE   22,205 0 0
Generac Holdings Inc. COM 368736104 306 5,920 SH   SOLE   5,920 0 0
Gentex Corporation COM 371901109 5,930 257,600 SH   SOLE   257,600 0 0
Gilead Sciences Inc. COM 375558103 14,762 208,391 SH   SOLE   208,391 0 0
Great Southern Bancorp COM 390905107 1,602 28,010 SH   SOLE   28,010 0 0
H&R Block Inc. COM 093671105 4,880 214,205 SH   SOLE   214,205 0 0
HP Inc. COM 40434L105 10,025 441,831 SH   SOLE   441,831 0 0
Hanesbrands, Inc. COM 410345102 6,558 297,820 SH   SOLE   297,820 0 0
Hartford Financial Services COM 416515104 355 6,950 SH   SOLE   6,950 0 0
Hewlett Packard Enterprise Co COM 42824C109 4,773 326,726 SH   SOLE   326,726 0 0
HollyFrontier Corporation COM 436106108 526 7,685 SH   SOLE   7,685 0 0
Hollysys Automation Technologs COM G45667105 370 16,700 SH   SOLE   16,700 0 0
IAC/InterActiveCorp COM 44919P508 20,934 137,281 SH   SOLE   137,281 0 0
IBM Corp COM 459200101 24,023 171,958 SH   SOLE   171,958 0 0
Illumina Inc COM 452327109 2,011 7,200 SH   SOLE   7,200 0 0
Innoviva, Inc. COM 45781M101 415 30,075 SH   SOLE   30,075 0 0
Intel Corporation COM 458140100 28,638 576,107 SH   SOLE   576,107 0 0
International Bancshares COM 459044103 2,929 68,428 SH   SOLE   68,428 0 0
JPMorgan Chase & Co COM 46625H100 8,550 82,050 SH   SOLE   82,050 0 0
Jazz Pharmaceuticals plc COM G50871105 511 2,965 SH   SOLE   2,965 0 0
Johnson & Johnson COM 478160104 2,608 21,490 SH   SOLE   21,490 0 0
Juniper Networks Inc COM 48203R104 12,855 468,813 SH   SOLE   468,813 0 0
KEMET Corporation COM 488360207 1,077 44,595 SH   SOLE   44,595 0 0
KLA-Tencor Corp COM 482480100 57,533 561,135 SH   SOLE   561,135 0 0
Kadant Inc COM 48282T104 267 2,780 SH   SOLE   2,780 0 0
Kronos Worldwide Inc. COM 50105F105 372 16,515 SH   SOLE   16,515 0 0
Kulicke & Soffa Industries COM 501242101 663 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502424104 447 2,325 SH   SOLE   2,325 0 0
Lam Research Corporation COM 512807108 1,600 9,255 SH   SOLE   9,255 0 0
Lannett Company COM 516012101 326 24,005 SH   SOLE   24,005 0 0
Lowes Companies Inc. COM 548661107 13,069 136,745 SH   SOLE   136,745 0 0
Magellan Health, Inc. COM 559079207 661 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 5,674 264,630 SH   SOLE   264,630 0 0
Mastercard Inc. COM 57636Q104 813 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 7,027 52,675 SH   SOLE   52,675 0 0
Medtronic PLC COM G5960L103 958 11,196 SH   SOLE   11,196 0 0
Mercer International Inc. COM 588056101 676 38,640 SH   SOLE   38,640 0 0
Microsoft Corporation COM 594918104 30,661 310,935 SH   SOLE   310,935 0 0
Molson Coors Brewing Co. COM 60871R209 491 7,210 SH   SOLE   7,210 0 0
Mylan N.V. COM N59465109 1,258 34,800 SH   SOLE   34,800 0 0
National Oilwell Varco Inc COM 637071101 570 13,125 SH   SOLE   13,125 0 0
Nautilus, Inc. COM 63910B102 484 30,825 SH   SOLE   30,825 0 0
NetApp, Inc. COM 64110D104 24,409 310,830 SH   SOLE   310,830 0 0
Netflix Inc COM 64110L106 556 1,420 SH   SOLE   1,420 0 0
Oracle Corporation COM 68389X105 19,936 452,485 SH   SOLE   452,485 0 0
Owens & Minor Inc. COM 690732102 1,890 113,100 SH   SOLE   113,100 0 0
PERSPECTA INC COM 715347100 592 28,830 SH   SOLE   28,830 0 0
Palo Alto Networks, Inc. COM 697435105 1,212 5,900 SH   SOLE   5,900 0 0
Paychex, Inc. COM 704326107 13,006 190,285 SH   SOLE   190,285 0 0
PepsiCo, Inc. COM 713448108 27,851 255,815 SH   SOLE   255,815 0 0
Perficient, Inc. COM 71375U101 769 29,165 SH   SOLE   29,165 0 0
Pfizer Inc. COM 717081103 7,454 205,450 SH   SOLE   205,450 0 0
Qualcomm Inc. COM 747525103 20,031 356,938 SH   SOLE   356,938 0 0
Quality Systems Inc. COM 747582104 1,145 58,700 SH   SOLE   58,700 0 0
Quest Diagnostics Inc COM 74834L100 2,716 24,700 SH   SOLE   24,700 0 0
Ralph Lauren Corp COM 751212101 423 3,365 SH   SOLE   3,365 0 0
Red Hat, Inc. COM 756577102 20,870 155,314 SH   SOLE   155,314 0 0
Salesforce.com Inc COM 79466L302 7,250 53,150 SH   SOLE   53,150 0 0
Science App Int'l Corp COM 808625107 458 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 19,278 341,390 SH   SOLE   341,390 0 0
Skyworks Solutions Inc COM 83088M102 11,421 118,170 SH   SOLE   118,170 0 0
SolarEdge Technologies, Inc. COM 83417M104 701 14,640 SH   SOLE   14,640 0 0
State Street Corp COM 857477103 18,372 197,363 SH   SOLE   197,363 0 0
Stryker Corp COM 863667101 1,023 6,060 SH   SOLE   6,060 0 0
SunTrust Banks, Inc. COM 867914103 8,462 128,180 SH   SOLE   128,180 0 0
Synchrony Financial COM 87165B103 4,319 129,390 SH   SOLE   129,390 0 0
Synopsys Inc. COM 871607107 16,735 195,572 SH   SOLE   195,572 0 0
TCF Financial Corporation COM 872275102 21,290 864,748 SH   SOLE   864,748 0 0
Teck Resources Limited cl B COM 878742204 2,957 116,174 SH   SOLE   116,174 0 0
The Travelers Companies COM 89417E109 7,947 64,958 SH   SOLE   64,958 0 0
Total System Services Inc. COM 891906109 14,940 176,760 SH   SOLE   176,760 0 0
Transocean Ltd. COM H8817H100 446 33,150 SH   SOLE   33,150 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 13,133 266,550 SH   SOLE   266,550 0 0
U.S. Bancorp COM 902973304 22,104 441,904 SH   SOLE   441,904 0 0
Union Bankshares Corp COM 90539J109 590 15,185 SH   SOLE   15,185 0 0
United Parcel Service Inc. COM 911312106 14,946 140,692 SH   SOLE   140,692 0 0
United Therapeutics Corp. COM 91307C102 514 4,545 SH   SOLE   4,545 0 0
UnitedHealth Group, Inc. COM 91324P102 2,858 11,650 SH   SOLE   11,650 0 0
VISA Inc. COM 92826C839 1,259 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 22,324 151,895 SH   SOLE   151,895 0 0
Valero Energy Corp. COM 91913Y100 12,736 114,915 SH   SOLE   114,915 0 0
Vectrus, Inc. COM 92242T101 3,203 103,910 SH   SOLE   103,910 0 0
Verint Systems Inc. COM 92343X100 206 4,655 SH   SOLE   4,655 0 0
Waters Corporation COM 941848103 4,185 21,620 SH   SOLE   21,620 0 0
Wells Fargo & Co COM 949746101 6,889 124,255 SH   SOLE   124,255 0 0
Western Digital Corp. COM 958102105 10,034 129,622 SH   SOLE   129,622 0 0
Western Union COM 959802109 4,278 210,450 SH   SOLE   210,450 0 0
Worldpay, Inc. COM 981558109 340 4,160 SH   SOLE   4,160 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105 324 5,505 SH   SOLE   5,505 0 0
Xilinx Inc. COM 983919101 41,137 630,359 SH   SOLE   630,359 0 0
eBay Inc. COM 278642103 20,549 566,700 SH   SOLE   566,700 0 0
AstraZeneca PLC ADR 046353108 534 15,200 SH   SOLE   15,200 0 0
Baidu, Inc. ADS ADR 056752108 1,980 8,150 SH   SOLE   8,150 0 0
Glaxo Smithkline ADS ADR 37733W105 13,560 336,385 SH   SOLE   336,385 0 0
IQIYI, INC. ADR 46267X108 1,108 34,305 SH   SOLE   34,305 0 0
NetEase, Inc. ADS ADR 64110W102 1,088 4,305 SH   SOLE   4,305 0 0
Novartis AG ADR 66987V109 11,770 155,815 SH   SOLE   155,815 0 0
Novo-Nordisk A/S ADR 670100205 935 20,280 SH   SOLE   20,280 0 0
Sanofi ADS ADR 80105N105 4,595 114,840 SH   SOLE   114,840 0 0
Silicon Motion Tech ADS ADR 82706C108 1,640 31,000 SH   SOLE   31,000 0 0
Tencent Holdings Ltd. ADR 88032Q109 2,036 40,510 SH   SOLE   40,510 0 0
Teva Pharmaceutical ADR 881624209 13,566 557,813 SH   SOLE   557,813 0 0