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 713 13,090 SH   SOLE   13,090 0 0
AbbVie Inc. COM 00287Y109 610 6,450 SH   SOLE   6,450 0 0
Accenture Plc COM G1151C101 14,404 84,627 SH   SOLE   84,627 0 0
Adtalem Global Education Inc. COM 00737L103 621 12,875 SH   SOLE   12,875 0 0
Advanced Energy Industries COM 007973100 385 7,460 SH   SOLE   7,460 0 0
Aetna Inc. COM 00817Y108 3,517 17,340 SH   SOLE   17,340 0 0
Alliance Data Systems Corp COM 018581108 12,742 53,955 SH   SOLE   53,955 0 0
Alphabet Inc. Class A COM 02079K305 52,848 43,782 SH   SOLE   43,782 0 0
Alphabet Inc. Class C COM 02079K107 80,247 67,238 SH   SOLE   67,238 0 0
Amazon.com Inc. COM 023135106 110,199 55,017 SH   SOLE   55,017 0 0
Amdocs Limited COM G02602103 11,458 173,656 SH   SOLE   173,656 0 0
Amgen Inc. COM 031162100 44,704 215,658 SH   SOLE   215,658 0 0
Anthem, Inc. COM 036752103 4,338 15,830 SH   SOLE   15,830 0 0
Apple Inc. COM 037833100 34,976 154,939 SH   SOLE   154,939 0 0
Assurant, Inc. COM 04621X108 5,322 49,305 SH   SOLE   49,305 0 0
Bank of New York Mellon Corp. COM 064058100 15,208 298,255 SH   SOLE   298,255 0 0
Barrett Business Services Inc COM 068463108 320 4,796 SH   SOLE   4,796 0 0
Biogen Inc. COM 09062X103 5,471 15,485 SH   SOLE   15,485 0 0
Blucora, Inc. COM 095229100 1,166 28,975 SH   SOLE   28,975 0 0
Boston Beer Co. Inc. COM 100557107 799 2,780 SH   SOLE   2,780 0 0
CA, Inc. COM 12673P105 19,563 443,099 SH   SOLE   443,099 0 0
CIT Group Inc. COM 125581801 21,734 421,126 SH   SOLE   421,126 0 0
CNO Financial Group, Inc. COM 12621E103 374 17,630 SH   SOLE   17,630 0 0
CSG Systems International COM 126349109 211 5,255 SH   SOLE   5,255 0 0
CVS Health Corporation COM 126650100 1,598 20,300 SH   SOLE   20,300 0 0
Capital One Financial Corp. COM 14040H105 10,103 106,426 SH   SOLE   106,426 0 0
Cardinal Health Inc. COM 14149Y108 3,734 69,150 SH   SOLE   69,150 0 0
Celgene Corp. COM 151020104 2,291 25,600 SH   SOLE   25,600 0 0
Charles River Laboratories COM 159864107 3,018 22,430 SH   SOLE   22,430 0 0
Charles Schwab Corp COM 808513105 52,917 1,076,637 SH   SOLE   1,076,637 0 0
Check Point Software COM M22465104 20,945 177,998 SH   SOLE   177,998 0 0
Chubb Limited COM H1467J104 16,600 124,216 SH   SOLE   124,216 0 0
Cigna Corporation COM 125509109 2,915 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 1,483 38,430 SH   SOLE   38,430 0 0
Cisco Systems Inc. COM 17275R102 81,188 1,668,819 SH   SOLE   1,668,819 0 0
Citrix Systems Inc. COM 177376100 3,122 28,090 SH   SOLE   28,090 0 0
Cognizant Tech Solutions COM 192446102 18,527 240,140 SH   SOLE   240,140 0 0
Cohu, Inc. COM 192576106 543 21,650 SH   SOLE   21,650 0 0
Convergys Corporation COM 212485106 474 19,950 SH   SOLE   19,950 0 0
Corning Inc. COM 219350105 8,342 236,307 SH   SOLE   236,307 0 0
DXC Technology COM 23355L106 8,962 95,825 SH   SOLE   95,825 0 0
DaVita HealthCare Partners Inc COM 23918K108 12,666 176,820 SH   SOLE   176,820 0 0
Dell Technologies Inc. COM 24703L103 1,692 17,418 SH   SOLE   17,418 0 0
Dime Community Bancshares COM 253922108 428 23,980 SH   SOLE   23,980 0 0
Diodes Inc. COM 254543101 550 16,535 SH   SOLE   16,535 0 0
Eagle Pharmaceuticals, Inc. COM 269796108 570 8,220 SH   SOLE   8,220 0 0
Eastman Chemical Co. COM 277432100 592 6,185 SH   SOLE   6,185 0 0
Endo International plc COM G30401106 2,854 169,570 SH   SOLE   169,570 0 0
Envision Healthcare Hldg Inc. COM 29414D100 504 11,020 SH   SOLE   11,020 0 0
Everest Re Group Ltd COM G3223R108 4,317 18,895 SH   SOLE   18,895 0 0
Express Scripts Holding Co. COM 30219G108 16,040 168,828 SH   SOLE   168,828 0 0
F5 Networks Inc. COM 315616102 2,572 12,895 SH   SOLE   12,895 0 0
Facebook, Inc. cl A COM 30303M102 42,566 258,823 SH   SOLE   258,823 0 0
FireEye, Inc. COM 31816Q101 422 24,825 SH   SOLE   24,825 0 0
Fortinet, Inc. COM 34959E109 1,701 18,440 SH   SOLE   18,440 0 0
Generac Holdings Inc. COM 368736104 334 5,920 SH   SOLE   5,920 0 0
Gentex Corporation COM 371901109 6,690 311,725 SH   SOLE   311,725 0 0
Gilead Sciences Inc. COM 375558103 18,105 234,494 SH   SOLE   234,494 0 0
Great Southern Bancorp COM 390905107 1,550 28,010 SH   SOLE   28,010 0 0
H&R Block Inc. COM 093671105 6,062 235,405 SH   SOLE   235,405 0 0
HP Inc. COM 40434L105 11,566 448,831 SH   SOLE   448,831 0 0
Hanesbrands, Inc. COM 410345102 6,004 325,750 SH   SOLE   325,750 0 0
Hartford Financial Services COM 416515104 478 9,565 SH   SOLE   9,565 0 0
Hewlett Packard Enterprise Co COM 42824C109 5,574 341,726 SH   SOLE   341,726 0 0
HollyFrontier Corporation COM 436106108 537 7,685 SH   SOLE   7,685 0 0
Hollysys Automation Technologs COM G45667105 360 16,840 SH   SOLE   16,840 0 0
Hubspot Inc COM 443573100 742 4,915 SH   SOLE   4,915 0 0
IAC/InterActiveCorp COM 44919P508 27,712 127,870 SH   SOLE   127,870 0 0
IBM Corp COM 459200101 27,501 181,871 SH   SOLE   181,871 0 0
Illumina Inc COM 452327109 2,215 6,035 SH   SOLE   6,035 0 0
Innoviva, Inc. COM 45781M101 458 30,075 SH   SOLE   30,075 0 0
Intel Corporation COM 458140100 27,907 590,134 SH   SOLE   590,134 0 0
International Bancshares COM 459044103 2,701 60,020 SH   SOLE   60,020 0 0
JPMorgan Chase & Co COM 46625H100 2,048 18,150 SH   SOLE   18,150 0 0
Jazz Pharmaceuticals plc COM G50871105 615 3,655 SH   SOLE   3,655 0 0
Johnson & Johnson COM 478160104 2,969 21,490 SH   SOLE   21,490 0 0
Juniper Networks Inc COM 48203R104 14,173 472,915 SH   SOLE   472,915 0 0
KEMET Corporation COM 488360207 827 44,595 SH   SOLE   44,595 0 0
KLA-Tencor Corp COM 482480100 59,673 586,700 SH   SOLE   586,700 0 0
Kadant Inc COM 48282T104 300 2,780 SH   SOLE   2,780 0 0
Kronos Worldwide Inc. COM 50105F105 270 16,615 SH   SOLE   16,615 0 0
Kulicke & Soffa Industries COM 501242101 664 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502424104 677 3,185 SH   SOLE   3,185 0 0
Lam Research Corporation COM 512807108 1,093 7,205 SH   SOLE   7,205 0 0
Lowes Companies Inc. COM 548661107 18,022 156,955 SH   SOLE   156,955 0 0
Magellan Health, Inc. COM 559079207 496 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 4,181 216,630 SH   SOLE   216,630 0 0
Mastercard Inc. COM 57636Q104 921 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 8,749 65,954 SH   SOLE   65,954 0 0
Medtronic PLC COM G5960L103 1,101 11,196 SH   SOLE   11,196 0 0
Mercer International Inc. COM 588056101 649 38,640 SH   SOLE   38,640 0 0
Microsoft Corporation COM 594918104 35,510 310,485 SH   SOLE   310,485 0 0
Molson Coors Brewing Co. COM 60871R209 530 8,625 SH   SOLE   8,625 0 0
Mylan N.V. COM N59465109 1,274 34,800 SH   SOLE   34,800 0 0
Nanometrics Inc. COM 630077105 662 17,645 SH   SOLE   17,645 0 0
National Oilwell Varco Inc COM 637071101 565 13,125 SH   SOLE   13,125 0 0
Nautilus, Inc. COM 63910B102 469 33,650 SH   SOLE   33,650 0 0
NetApp, Inc. COM 64110D104 26,697 310,830 SH   SOLE   310,830 0 0
Netflix Inc COM 64110L106 752 2,010 SH   SOLE   2,010 0 0
NextGen Healthcare, Inc. COM 747582104 858 42,745 SH   SOLE   42,745 0 0
Oracle Corporation COM 68389X105 24,001 465,501 SH   SOLE   465,501 0 0
Owens & Minor Inc. COM 690732102 1,868 113,100 SH   SOLE   113,100 0 0
Palo Alto Networks, Inc. COM 697435105 1,329 5,900 SH   SOLE   5,900 0 0
Paychex, Inc. COM 704326107 14,224 193,130 SH   SOLE   193,130 0 0
Paylocity Holding Corporation COM 70438V106 677 8,425 SH   SOLE   8,425 0 0
PepsiCo, Inc. COM 713448108 29,226 261,410 SH   SOLE   261,410 0 0
Perficient, Inc. COM 71375U101 777 29,165 SH   SOLE   29,165 0 0
Perspecta Inc COM 715347100 742 28,830 SH   SOLE   28,830 0 0
Pfizer Inc. COM 717081103 30,821 699,360 SH   SOLE   699,360 0 0
Qorvo, Inc. COM 74736K101 1,009 13,125 SH   SOLE   13,125 0 0
Qualcomm Inc. COM 747525103 28,619 397,320 SH   SOLE   397,320 0 0
Quest Diagnostics Inc COM 74834L100 2,665 24,700 SH   SOLE   24,700 0 0
QuinStreet, Inc. COM 74874Q100 475 35,035 SH   SOLE   35,035 0 0
Ralph Lauren Corp COM 751212101 662 4,810 SH   SOLE   4,810 0 0
RealPage, Inc. COM 75606N109 239 3,625 SH   SOLE   3,625 0 0
Red Hat, Inc. COM 756577102 21,166 155,314 SH   SOLE   155,314 0 0
Salesforce.com Inc COM 79466L302 8,134 51,145 SH   SOLE   51,145 0 0
Science App Int'l Corp COM 808625107 457 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 17,193 363,110 SH   SOLE   363,110 0 0
Skyworks Solutions Inc COM 83088M102 10,991 121,170 SH   SOLE   121,170 0 0
SolarEdge Technologies, Inc. COM 83417M104 546 14,490 SH   SOLE   14,490 0 0
State Street Corp COM 857477103 16,617 198,343 SH   SOLE   198,343 0 0
Stryker Corp COM 863667101 1,077 6,060 SH   SOLE   6,060 0 0
SunTrust Banks, Inc. COM 867914103 8,763 131,207 SH   SOLE   131,207 0 0
Synchrony Financial COM 87165B103 4,518 145,360 SH   SOLE   145,360 0 0
Synopsys Inc. COM 871607107 16,911 171,497 SH   SOLE   171,497 0 0
TCF Financial Corporation COM 872275102 20,501 861,040 SH   SOLE   861,040 0 0
Teck Resources Limited cl B COM 878742204 3,170 131,524 SH   SOLE   131,524 0 0
The Travelers Companies COM 89417E109 8,421 64,918 SH   SOLE   64,918 0 0
Total System Services Inc. COM 891906109 17,453 176,760 SH   SOLE   176,760 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 12,208 266,440 SH   SOLE   266,440 0 0
U.S. Bancorp COM 902973304 23,320 441,580 SH   SOLE   441,580 0 0
Ubiquiti Networks, Inc. COM 90347A100 992 10,035 SH   SOLE   10,035 0 0
Ultimate Software Group Inc. COM 90385D107 685 2,125 SH   SOLE   2,125 0 0
Union Bankshares Corp COM 90539J109 585 15,185 SH   SOLE   15,185 0 0
United Therapeutics Corp. COM 91307C102 584 4,570 SH   SOLE   4,570 0 0
UnitedHealth Group, Inc. COM 91324P102 3,099 11,650 SH   SOLE   11,650 0 0
VISA Inc. COM 92826C839 1,426 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 23,908 153,195 SH   SOLE   153,195 0 0
Valero Energy Corp. COM 91913Y100 13,208 116,110 SH   SOLE   116,110 0 0
Vectrus, Inc. COM 92242T101 2,779 89,096 SH   SOLE   89,096 0 0
Verint Systems Inc. COM 92343X100 233 4,655 SH   SOLE   4,655 0 0
Waters Corporation COM 941848103 4,209 21,620 SH   SOLE   21,620 0 0
Wells Fargo & Co COM 949746101 6,531 124,260 SH   SOLE   124,260 0 0
Western Digital Corp. COM 958102105 9,897 169,062 SH   SOLE   169,062 0 0
Western Union COM 959802109 5,278 276,930 SH   SOLE   276,930 0 0
Workiva Inc. Class A COM 98139A105 416 10,530 SH   SOLE   10,530 0 0
Worldpay, Inc. COM 981558109 421 4,160 SH   SOLE   4,160 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105 306 5,505 SH   SOLE   5,505 0 0
Xilinx Inc. COM 983919101 50,772 633,309 SH   SOLE   633,309 0 0
eBay Inc. COM 278642103 20,268 613,800 SH   SOLE   613,800 0 0
Baidu, Inc. ADS ADR 056752108 1,864 8,150 SH   SOLE   8,150 0 0
Glaxo Smithkline ADS ADR 37733W105 14,577 362,885 SH   SOLE   362,885 0 0
IQIYI, INC. ADR 46267X108 929 34,305 SH   SOLE   34,305 0 0
Novartis AG ADR 66987V109 14,924 173,211 SH   SOLE   173,211 0 0
Novo-Nordisk A/S ADR 670100205 956 20,280 SH   SOLE   20,280 0 0
Roche Holdings Ltd ADR 771195104 5,074 168,235 SH   SOLE   168,235 0 0
Royal Dutch Shell CL A ADR 780259206 2,128 31,230 SH   SOLE   31,230 0 0
Sanofi ADS ADR 80105N105 5,312 118,920 SH   SOLE   118,920 0 0
Silicon Motion Tech ADS ADR 82706C108 1,124 20,940 SH   SOLE   20,940 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,654 40,510 SH   SOLE   40,510 0 0
Teva Pharmaceutical ADR 881624209 14,755 685,028 SH   SOLE   685,028 0 0