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 546 12,520 SH   SOLE   12,520 0 0
AbbVie Inc. COM 00287Y109 439 4,940 SH   SOLE   4,940 0 0
Accenture Plc COM G1151C101 11,174 82,727 SH   SOLE   82,727 0 0
Adtalem Global Education Inc. COM 00737L103 367 10,230 SH   SOLE   10,230 0 0
Advanced Energy Industries COM 007973100 813 10,070 SH   SOLE   10,070 0 0
Aetna Inc. COM 00817Y108 2,923 18,380 SH   SOLE   18,380 0 0
Alliance Data Systems Corp COM 018581108 11,474 51,790 SH   SOLE   51,790 0 0
Alphabet Inc. Class A COM 02079K305 43,834 45,017 SH   SOLE   45,017 0 0
Alphabet Inc. Class C COM 02079K107 64,360 67,104 SH   SOLE   67,104 0 0
Amazon.com Inc. COM 023135106 58,913 61,282 SH   SOLE   61,282 0 0
Ambarella, Inc. COM G037AX101 1,180 24,070 SH   SOLE   24,070 0 0
Amdocs Limited COM G02602103 10,655 165,655 SH   SOLE   165,655 0 0
Amgen Inc. COM 031162100 40,229 215,766 SH   SOLE   215,766 0 0
Anthem, Inc. COM 036752103 4,614 24,300 SH   SOLE   24,300 0 0
Apple Inc. COM 037833100 21,984 142,639 SH   SOLE   142,639 0 0
Argan, Inc COM 04010E109 353 5,255 SH   SOLE   5,255 0 0
Arrow Electronics Inc COM 042735100 7,346 91,360 SH   SOLE   91,360 0 0
Assurant, Inc. COM 04621X108 4,575 47,895 SH   SOLE   47,895 0 0
Bank of New York Mellon Corp. COM 064058100 14,319 270,065 SH   SOLE   270,065 0 0
Becton Dickinson & Co. COM 075887109 1,274 6,500 SH   SOLE   6,500 0 0
Biogen Inc. COM 09062X103 4,709 15,040 SH   SOLE   15,040 0 0
Bioverativ Inc. COM 09075E100 303 5,315 SH   SOLE   5,315 0 0
Blucora, Inc. COM 095229100 1,249 49,350 SH   SOLE   49,350 0 0
Boston Beer Co. Inc. COM 100557107 433 2,775 SH   SOLE   2,775 0 0
C.R. Bard, Inc. COM 067383109 4,370 13,635 SH   SOLE   13,635 0 0
CA, Inc. COM 12673P105 14,254 427,024 SH   SOLE   427,024 0 0
CIT Group Inc. COM 125581801 19,571 399,004 SH   SOLE   399,004 0 0
CNO Financial Group, Inc. COM 12621E103 350 15,000 SH   SOLE   15,000 0 0
CSG Systems International COM 126349109 652 16,255 SH   SOLE   16,255 0 0
CSRA Inc. COM 12650T104 10,632 329,473 SH   SOLE   329,473 0 0
CVS Health Corporation COM 126650100 16,840 207,081 SH   SOLE   207,081 0 0
CalAmp Corp. COM 128126109 814 35,000 SH   SOLE   35,000 0 0
Capital One Financial Corp. COM 14040H105 8,360 98,750 SH   SOLE   98,750 0 0
Cardinal Health Inc. COM 14149Y108 3,590 53,650 SH   SOLE   53,650 0 0
Charles River Laboratories COM 159864107 3,073 28,450 SH   SOLE   28,450 0 0
Charles Schwab Corp COM 808513105 48,355 1,105,504 SH   SOLE   1,105,504 0 0
Check Point Software COM M22465104 14,425 126,510 SH   SOLE   126,510 0 0
Chubb Limited COM H1467J104 17,559 123,178 SH   SOLE   123,178 0 0
Cigna Corporation COM 125509109 2,617 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 2,038 38,215 SH   SOLE   38,215 0 0
Cisco Systems Inc. COM 17275R102 56,897 1,691,856 SH   SOLE   1,691,856 0 0
Citrix Systems Inc. COM 177376100 1,039 13,530 SH   SOLE   13,530 0 0
Cognizant Tech Solutions COM 192446102 16,823 231,918 SH   SOLE   231,918 0 0
Corning Inc. COM 219350105 11,468 383,302 SH   SOLE   383,302 0 0
Cowen Inc. Class A COM 223622606 409 22,974 SH   SOLE   22,974 0 0
DXC Technology COM 23355L106 7,293 84,925 SH   SOLE   84,925 0 0
DaVita HealthCare Partners Inc COM 23918K108 11,414 192,185 SH   SOLE   192,185 0 0
Dell Technologies Inc. COM 24703L103 1,345 17,418 SH   SOLE   17,418 0 0
Dolby Laboratories Inc COM 25659T107 452 7,850 SH   SOLE   7,850 0 0
Eli Lilly & Co. COM 532457108 1,925 22,500 SH   SOLE   22,500 0 0
Endo International plc COM G30401106 1,509 176,180 SH   SOLE   176,180 0 0
EnerSys Inc COM 29275Y102 2,222 32,122 SH   SOLE   32,122 0 0
Envision Healthcare Hldg Inc. COM 29414D100 262 5,835 SH   SOLE   5,835 0 0
Everest Re Group Ltd COM G3223R108 5,582 24,439 SH   SOLE   24,439 0 0
Express Scripts Holding Co. COM 30219G108 10,291 162,528 SH   SOLE   162,528 0 0
F5 Networks Inc. COM 315616102 1,321 10,955 SH   SOLE   10,955 0 0
Facebook, Inc. cl A COM 30303M102 39,845 233,188 SH   SOLE   233,188 0 0
FireEye, Inc. COM 31816Q101 416 24,825 SH   SOLE   24,825 0 0
Flextronics International Ltd. COM Y2573F102 7,439 448,955 SH   SOLE   448,955 0 0
Fortinet, Inc. COM 34959E109 1,822 50,835 SH   SOLE   50,835 0 0
Gentex Corporation COM 371901109 5,045 254,820 SH   SOLE   254,820 0 0
Gibraltar Industries, Inc. COM 374689107 332 10,660 SH   SOLE   10,660 0 0
Gilead Sciences Inc. COM 375558103 209 2,585 SH   SOLE   2,585 0 0
Great Southern Bancorp COM 390905107 2,140 38,457 SH   SOLE   38,457 0 0
HP Inc. COM 40434L105 8,599 430,831 SH   SOLE   430,831 0 0
Halyard Health, Inc. COM 40650V100 527 11,700 SH   SOLE   11,700 0 0
Hanesbrands, Inc. COM 410345102 4,554 184,840 SH   SOLE   184,840 0 0
Hartford Financial Services COM 416515104 385 6,950 SH   SOLE   6,950 0 0
Hewlett Packard Enterprise Co COM 42824C109 4,556 309,726 SH   SOLE   309,726 0 0
Hollysys Automation Technologs COM G45667105 361 16,700 SH   SOLE   16,700 0 0
Huntington Ingalls Industries COM 446413106 8,831 39,001 SH   SOLE   39,001 0 0
IAC/InterActiveCorp COM 44919P508 21,880 186,083 SH   SOLE   186,083 0 0
IBM Corp COM 459200101 23,710 163,428 SH   SOLE   163,428 0 0
IXYS Corporation COM 46600W106 1,486 62,690 SH   SOLE   62,690 0 0
Illumina Inc COM 452327109 1,434 7,200 SH   SOLE   7,200 0 0
Intel Corporation COM 458140100 21,987 577,401 SH   SOLE   577,401 0 0
International Bancshares COM 459044103 3,814 95,115 SH   SOLE   95,115 0 0
Interpublic Group COM 460690100 4,046 194,590 SH   SOLE   194,590 0 0
JPMorgan Chase & Co COM 46625H100 16,861 176,539 SH   SOLE   176,539 0 0
Janus Henderson Group PLC COM G4474Y214 516 14,813 SH   SOLE   14,813 0 0
Johnson & Johnson COM 478160104 2,821 21,700 SH   SOLE   21,700 0 0
Juniper Networks Inc COM 48203R104 12,183 437,758 SH   SOLE   437,758 0 0
KLA-Tencor Corp COM 482480100 54,633 515,410 SH   SOLE   515,410 0 0
Kadant Inc COM 48282T104 752 7,630 SH   SOLE   7,630 0 0
Kulicke & Soffa Industries COM 501242101 601 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502424104 405 2,150 SH   SOLE   2,150 0 0
Lam Research Corporation COM 512807108 1,713 9,255 SH   SOLE   9,255 0 0
Magellan Health, Inc. COM 559079207 594 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 3,104 173,400 SH   SOLE   173,400 0 0
Mastercard Inc. COM 57636Q104 584 4,139 SH   SOLE   4,139 0 0
MaxLinear, Inc. cl A COM 57776J100 822 34,600 SH   SOLE   34,600 0 0
McKesson Corp COM 58155Q103 6,329 41,200 SH   SOLE   41,200 0 0
Medtronic PLC COM G5960L103 1,283 16,492 SH   SOLE   16,492 0 0
Mercer International Inc. COM 588056101 549 46,335 SH   SOLE   46,335 0 0
Merck & Co. Inc. COM 58933Y105 2,433 38,000 SH   SOLE   38,000 0 0
Microsoft Corporation COM 594918104 23,474 315,133 SH   SOLE   315,133 0 0
Mylan N.V. COM N59465109 797 25,400 SH   SOLE   25,400 0 0
NVIDIA Corp COM 67066G104 3,150 17,623 SH   SOLE   17,623 0 0
Nabors Industries Ltd. COM G6359F103 1,728 214,095 SH   SOLE   214,095 0 0
NetApp, Inc. COM 64110D104 11,905 272,045 SH   SOLE   272,045 0 0
Netflix Inc COM 64110L106 376 2,075 SH   SOLE   2,075 0 0
Oracle Corporation COM 68389X105 20,823 430,679 SH   SOLE   430,679 0 0
Owens & Minor Inc. COM 690732102 3,335 114,200 SH   SOLE   114,200 0 0
Palo Alto Networks, Inc. COM 697435105 850 5,900 SH   SOLE   5,900 0 0
Parker-Hannifin Corp. COM 701094104 4,142 23,665 SH   SOLE   23,665 0 0
Paychex, Inc. COM 704326107 10,708 178,585 SH   SOLE   178,585 0 0
PepsiCo, Inc. COM 713448108 24,536 220,190 SH   SOLE   220,190 0 0
Perficient, Inc. COM 71375U101 574 29,165 SH   SOLE   29,165 0 0
Photronics Inc. COM 719405102 833 94,125 SH   SOLE   94,125 0 0
Qualcomm Inc. COM 747525103 18,455 356,005 SH   SOLE   356,005 0 0
Quality Systems Inc. COM 747582104 1,513 96,210 SH   SOLE   96,210 0 0
Quest Diagnostics Inc COM 74834L100 2,510 26,800 SH   SOLE   26,800 0 0
Red Hat, Inc. COM 756577102 17,140 154,608 SH   SOLE   154,608 0 0
Salesforce.com Inc COM 79466L302 4,965 53,150 SH   SOLE   53,150 0 0
Science App Int'l Corp COM 808625107 379 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 10,925 329,365 SH   SOLE   329,365 0 0
Skyworks Solutions Inc COM 83088M102 11,326 111,149 SH   SOLE   111,149 0 0
SolarEdge Technologies, Inc. COM 83417M104 801 28,050 SH   SOLE   28,050 0 0
State Street Corp COM 857477103 18,757 196,325 SH   SOLE   196,325 0 0
Stryker Corp COM 863667101 2,430 17,110 SH   SOLE   17,110 0 0
SunTrust Banks, Inc. COM 867914103 7,641 127,845 SH   SOLE   127,845 0 0
Synaptics Incorporated COM 87157D109 895 22,835 SH   SOLE   22,835 0 0
Synchrony Financial COM 87165B103 2,093 67,415 SH   SOLE   67,415 0 0
Synopsys Inc. COM 871607107 17,781 220,800 SH   SOLE   220,800 0 0
TCF Financial Corporation COM 872275102 14,924 875,824 SH   SOLE   875,824 0 0
Teck Resources Limited cl B COM 878742204 1,769 83,874 SH   SOLE   83,874 0 0
The Travelers Companies COM 89417E109 8,275 67,540 SH   SOLE   67,540 0 0
Total System Services Inc. COM 891906109 10,750 164,120 SH   SOLE   164,120 0 0
Transocean Ltd. COM H8817H100 845 78,490 SH   SOLE   78,490 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 7,482 290,105 SH   SOLE   290,105 0 0
U.S. Bancorp COM 902973304 23,618 440,711 SH   SOLE   440,711 0 0
Union Bankshares Corp COM 90539J109 536 15,185 SH   SOLE   15,185 0 0
United Parcel Service Inc. COM 911312106 17,071 142,151 SH   SOLE   142,151 0 0
United Therapeutics Corp. COM 91307C102 378 3,225 SH   SOLE   3,225 0 0
UnitedHealth Group, Inc. COM 91324P102 3,192 16,300 SH   SOLE   16,300 0 0
VASCO Data Security Intl COM 92230Y104 1,178 97,750 SH   SOLE   97,750 0 0
VISA Inc. COM 92826C839 1,000 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 16,585 151,895 SH   SOLE   151,895 0 0
Valero Energy Corp. COM 91913Y100 8,727 113,435 SH   SOLE   113,435 0 0
Vantiv, Inc. COM 92210H105 293 4,160 SH   SOLE   4,160 0 0
Vectrus, Inc. COM 92242T101 3,351 108,664 SH   SOLE   108,664 0 0
Verint Systems Inc. COM 92343X100 423 10,105 SH   SOLE   10,105 0 0
Waters Corporation COM 941848103 4,210 23,450 SH   SOLE   23,450 0 0
Wells Fargo & Co COM 949746101 24,686 447,617 SH   SOLE   447,617 0 0
Western Digital Corp. COM 958102105 3,928 45,460 SH   SOLE   45,460 0 0
Western Union COM 959802109 4,260 221,870 SH   SOLE   221,870 0 0
Wyndham Worldwide Corp COM 98310W108 363 3,445 SH   SOLE   3,445 0 0
Xilinx Inc. COM 983919101 46,059 650,280 SH   SOLE   650,280 0 0
Xperi Corporation COM 98421B100 649 25,650 SH   SOLE   25,650 0 0
Zions Bancorp COM 989701107 548 11,625 SH   SOLE   11,625 0 0
eBay Inc. COM 278642103 21,813 567,160 SH   SOLE   567,160 0 0
Baidu, Inc. ADS ADR 056752108 2,019 8,150 SH   SOLE   8,150 0 0
Bayer AG ADR 072730302 1,478 43,200 SH   SOLE   43,200 0 0
Glaxo Smithkline ADS ADR 37733W105 13,548 333,695 SH   SOLE   333,695 0 0
Sanofi ADS ADR 80105N105 3,346 67,200 SH   SOLE   67,200 0 0
Silicon Motion Tech ADS ADR 82706C108 1,489 31,000 SH   SOLE   31,000 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,546 35,210 SH   SOLE   35,210 0 0
Teva Pharmaceutical ADR 881624209 6,762 384,224 SH   SOLE   384,224 0 0