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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 275 100 SH   SOLE   100 0 0
3M Company COM 88579y101 289 1,377 SH   SOLE   1,377 0 0
AT&T Inc. COM 00206r102 11,064 282,458 SH   SOLE   282,458 0 0
AbbVie Inc. COM 00287y109 316 3,560 SH   SOLE   3,560 0 0
Abraxas Petroleum Corp COM 003830106 2,618 1,392,335 SH   SOLE   1,392,335 0 0
Aerovironment Inc. COM 008073108 2,227 41,145 SH   SOLE   41,145 0 0
Agilent Technologies Inc. COM 00846u101 546 8,512 SH   SOLE   8,512 0 0
Allison Transmission Holdings, COM 01973r101 503 13,390 SH   SOLE   13,390 0 0
Alphabet Inc. Class A COM 02079k305 84,563 86,845 SH   SOLE   86,217 0 628
Alphabet Inc. Class C COM 02079k107 43,810 45,678 SH   SOLE   45,330 0 348
Altria Group, Inc. COM 02209s103 247 3,900 SH   SOLE   3,900 0 0
Amphastar Pharmaceuticals, Inc COM 03209r103 2,167 121,275 SH   SOLE   121,275 0 0
Apple Inc. COM 037833100 57,580 373,608 SH   SOLE   370,908 0 2,700
Applied Materials, Inc. COM 038222105 876 16,810 SH   SOLE   16,810 0 0
AptarGroup, Inc. COM 038336103 460 5,332 SH   SOLE   5,332 0 0
Asure Software, Inc. COM 04649u102 1,691 136,175 SH   SOLE   136,175 0 0
Automatic Data Processing COM 053015103 570 5,215 SH   SOLE   5,215 0 0
Axalta Coating Systems Ltd. COM g0750c108 361 12,470 SH   SOLE   12,470 0 0
B. Riley Financial, Inc. COM 05580m108 966 56,675 SH   SOLE   56,675 0 0
BGC Partners, Inc. COM 05541t101 2,481 171,475 SH   SOLE   171,475 0 0
Baxter International Inc. COM 071813109 82,994 1,322,611 SH   SOLE   1,312,811 0 9,800
Berkshire Hathaway Cl B COM 084670702 971 5,297 SH   SOLE   5,297 0 0
BioTelementry, Inc. COM 090672106 1,583 47,977 SH   SOLE   47,977 0 0
Biogen Inc. COM 09062x103 41,167 131,472 SH   SOLE   130,502 0 970
Blackhawk Network Holdings Inc COM 09238e104 2,582 58,950 SH   SOLE   58,950 0 0
Blue Baffalo Pet Products, Inc COM 09531u102 590 20,810 SH   SOLE   20,810 0 0
Boise Cascade Corp COM 09739d100 3,188 91,340 SH   SOLE   91,340 0 0
Boston Scientific Corporation COM 101137107 58,017 1,988,931 SH   SOLE   1,974,331 0 14,600
Bright Horizons Family Solutio COM 109194100 538 6,235 SH   SOLE   6,235 0 0
Bristol-Myers Squibb Company COM 110122108 16,291 255,582 SH   SOLE   255,582 0 0
CBS Corporation COM 124857202 804 13,870 SH   SOLE   13,870 0 0
CDW Corporation COM 12514g108 649 9,832 SH   SOLE   9,832 0 0
CNO Financial Group, Inc. COM 12621e103 474 20,307 SH   SOLE   20,307 0 0
Canadian Pac Ltd New COM 13645t100 269 1,600 SH   SOLE   1,600 0 0
Carbonite Inc. COM 141337105 5,830 265,000 SH   SOLE   265,000 0 0
Catalent, Inc. COM 148806102 466 11,671 SH   SOLE   11,671 0 0
Celgene Corp. COM 151020104 74,243 509,140 SH   SOLE   505,390 0 3,750
Charter Communications, Inc. COM 16119p108 403 1,108 SH   SOLE   1,108 0 0
Chemical Financial Corporation COM 163731102 2,065 39,516 SH   SOLE   39,516 0 0
Chesapeake Utilities Corp COM 165303108 2,145 27,417 SH   SOLE   27,417 0 0
Chevron Corp COM 166764100 21,275 181,060 SH   SOLE   181,060 0 0
Cigna Corp COM 125509109 489 2,616 SH   SOLE   2,616 0 0
Cintas Corporation COM 172908105 648 4,490 SH   SOLE   4,490 0 0
Cisco Systems, Inc. COM 17275R102 335 9,976 SH   SOLE   9,976 0 0
Coca-Cola COM 191216100 247 5,485 SH   SOLE   5,485 0 0
Cognizant Technology Solutions COM 192446102 62,720 864,620 SH   SOLE   858,270 0 6,350
Colfax Corportaion COM 194014106 609 14,635 SH   SOLE   14,635 0 0
Commerce Bancshares Inc. COM 200525103 254 4,390 SH   SOLE   4,390 0 0
ConocoPhillips COM 20825c104 17,027 340,195 SH   SOLE   340,195 0 0
Cousins Properties, Inc. COM 222795106 2,888 309,200 SH   SOLE   309,200 0 0
Cross Country Healthcare, Inc. COM 227483104 1,854 130,289 SH   SOLE   130,289 0 0
Cutera, Inc. COM 232109108 1,320 31,925 SH   SOLE   31,925 0 0
Danaher Corp. COM 235851102 55,084 642,150 SH   SOLE   637,457 0 4,693
Darden Restaurants, Inc. COM 237194105 404 5,132 SH   SOLE   5,132 0 0
Daseke, Inc. COM 23753f107 1,670 128,000 SH   SOLE   128,000 0 0
Discover Financial Services COM 254709108 525 8,143 SH   SOLE   8,143 0 0
Dish Network Corp. COM 25470M109 27,548 507,992 SH   SOLE   504,242 0 3,750
DowDuPont Inc. COM 26078j100 85,983 1,241,996 SH   SOLE   1,235,396 0 6,600
ETrade Financial Corporation COM 269246401 43,635 1,000,572 SH   SOLE   993,272 0 7,300
EMCORE Corporation COM 290846203 3,760 458,575 SH   SOLE   458,575 0 0
Earthstone Energy Inc. COM 27032d304 1,024 93,215 SH   SOLE   93,215 0 0
Eastman Chemical Co. COM 277432100 15,606 172,460 SH   SOLE   172,460 0 0
Eaton Corporation PLC COM g29183103 19,797 257,804 SH   SOLE   257,804 0 0
Emerson Electric Co. COM 291011104 18,426 293,227 SH   SOLE   293,227 0 0
Estee Lauder COM 518439104 216 2,000 SH   SOLE   2,000 0 0
Evolution Petroleum Corporatio COM 30049a107 1,249 173,410 SH   SOLE   173,410 0 0
Expedia, Inc. COM 30212p303 33,603 233,450 SH   SOLE   231,740 0 1,710
Exxon Mobil Corp COM 30231G102 625 7,626 SH   SOLE   7,626 0 0
F.N.B. Corporation COM 302520101 3,392 241,763 SH   SOLE   241,763 0 0
Fabrinet COM g3323l100 3,323 89,662 SH   SOLE   89,662 0 0
Facebook, Inc. COM 30303m102 57,019 333,699 SH   SOLE   331,229 0 2,470
Federal Agricultural Mortgage COM 313148306 3,513 48,301 SH   SOLE   48,301 0 0
Ferro Corporation COM 315405100 4,201 188,405 SH   SOLE   188,405 0 0
Finisar Corporation COM 31787a507 687 31,000 SH   SOLE   31,000 0 0
First Internet Bancorp COM 320557101 4,030 124,755 SH   SOLE   124,755 0 0
Flex Ltd COM Y2573F102 531 32,047 SH   SOLE   32,047 0 0
Flotek Industries Inc. COM 343389102 815 175,175 SH   SOLE   175,175 0 0
FormFactor Inc. COM 346375108 1,830 108,600 SH   SOLE   108,600 0 0
Fortinet Inc. COM 34959e109 3,393 94,674 SH   SOLE   94,674 0 0
Fortive Corporation COM 34959j108 70,794 1,000,057 SH   SOLE   992,711 0 7,346
Fox Factory Holding Corp COM 35138v102 1,690 39,200 SH   SOLE   39,200 0 0
General Dynamics Corp COM 369550108 548 2,668 SH   SOLE   2,668 0 0
General Electric Company COM 369604103 9,891 409,066 SH   SOLE   409,066 0 0
General Mills, Inc. COM 370334104 15,614 301,662 SH   SOLE   301,662 0 0
Gilead Sciences, Inc. COM 375558103 15,871 195,889 SH   SOLE   195,889 0 0
Globus Medical, Inc. COM 379577208 1,482 49,867 SH   SOLE   49,867 0 0
GoPro, Inc. COM 38268t103 1,028 93,325 SH   SOLE   93,325 0 0
Granite Construction Inc. COM 387328107 3,208 55,355 SH   SOLE   55,355 0 0
HCA Healthcare Inc. COM 40412c101 347 4,360 SH   SOLE   4,360 0 0
Home Depot COM 437076102 766 4,682 SH   SOLE   4,682 0 0
Hooker Furniture Corporation COM 439038100 4,596 96,261 SH   SOLE   96,261 0 0
Hyster-Yale Materials COM 449172105 3,467 45,350 SH   SOLE   45,350 0 0
II-VI Incorporated COM 902104108 2,375 57,710 SH   SOLE   57,710 0 0
INC Research Holdings Inc COM 45329r109 402 7,677 SH   SOLE   7,677 0 0
Ichor Holdings, Ltd. COM g4740b105 2,662 99,330 SH   SOLE   99,330 0 0
Intel Corp. COM 458140100 16,731 439,371 SH   SOLE   439,371 0 0
International Business Machine COM 459200101 386 2,663 SH   SOLE   2,663 0 0
Itron Inc. COM 465741106 3,768 48,655 SH   SOLE   48,655 0 0
JP Morgan Chase & Co. COM 46625H100 100,848 1,055,888 SH   SOLE   1,050,588 0 5,300
Johnson & Johnson COM 478160104 23,280 179,067 SH   SOLE   179,067 0 0
Johnson Outdoors Inc COM 479167108 2,380 32,475 SH   SOLE   32,475 0 0
Juniper Networks COM 48203r104 376 13,502 SH   SOLE   13,502 0 0
Kennametal Inc COM 489170100 471 11,687 SH   SOLE   11,687 0 0
LGI Homes, Inc. COM 50187t106 1,634 33,645 SH   SOLE   33,645 0 0
Las Vegas Sands Corp. COM 517834107 20,935 326,292 SH   SOLE   326,292 0 0
Legget & Platt COM 524660107 385 8,057 SH   SOLE   8,057 0 0
Lennox International Inc. COM 526107107 466 2,601 SH   SOLE   2,601 0 0
Lincoln National COM 534187109 66,506 905,089 SH   SOLE   898,589 0 6,500
Lockheed Martin Corp COM 539830109 15,660 50,470 SH   SOLE   50,470 0 0
Lumentum Holdings Inc. COM 55024u109 4,474 82,315 SH   SOLE   82,315 0 0
MACOM Technology Solutions Hol COM 55405y100 3,772 84,550 SH   SOLE   84,550 0 0
Marvell Technology Group LTD COM g5876h105 93,233 5,208,525 SH   SOLE   5,178,575 0 29,950
Masco Corporation COM 574599106 75,286 1,929,912 SH   SOLE   1,915,762 0 14,150
Mastec, Inc. COM 576323109 5,902 127,200 SH   SOLE   127,200 0 0
Mastercard, Inc. COM 57636q104 59,876 424,050 SH   SOLE   420,950 0 3,100
Maxim Integrated Products, Inc COM 57772k101 12,476 261,500 SH   SOLE   261,500 0 0
McDonald's Corp. COM 580135101 13,820 88,204 SH   SOLE   88,204 0 0
Merit Medical Systems, Inc. COM 589889104 4,156 98,140 SH   SOLE   98,140 0 0
Metlife Inc. COM 59156r108 14,578 280,620 SH   SOLE   280,620 0 0
MiMedx Group Inc. COM 602496101 3,027 254,810 SH   SOLE   254,810 0 0
Microsoft Corp. COM 594918104 17,138 230,070 SH   SOLE   230,070 0 0
Midland States Bancorp, Inc. COM 597742105 1,389 43,850 SH   SOLE   43,850 0 0
Monarch Casino & Resort, Inc. COM 609027107 3,146 79,585 SH   SOLE   79,585 0 0
NVIDIA Corporation COM 67066g104 1,287 7,197 SH   SOLE   7,197 0 0
NVR, Inc. COM 62944t105 765 268 SH   SOLE   268 0 0
NetApp, Inc. COM 64110d104 458 10,475 SH   SOLE   10,475 0 0
Nuance Communications, Inc. COM 67020y100 296 18,845 SH   SOLE   18,845 0 0
ON Semiconductor Corp. COM 682189105 77,844 4,214,595 SH   SOLE   4,183,045 0 31,550
Occidental Petroleum Corp. COM 674599105 7,326 114,100 SH   SOLE   114,100 0 0
Omnicom Group COM 681919106 341 4,600 SH   SOLE   4,600 0 0
OneMain Holdgins, Inc. COM 68268w103 1,600 56,775 SH   SOLE   56,775 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 4,010 106,225 SH   SOLE   106,225 0 0
Pentair PLC COM g7s00t104 40,085 589,836 SH   SOLE   585,486 0 4,350
PepsiCo, Inc. COM 713448108 22,600 202,815 SH   SOLE   202,815 0 0
Pfizer Inc. COM 717081103 22,513 630,625 SH   SOLE   630,625 0 0
Philip Morris International COM 718172109 362 3,260 SH   SOLE   3,260 0 0
Phillips 66 COM 718546104 247 2,700 SH   SOLE   2,700 0 0
Pinnacle Entertainment, Inc COM 72348y105 3,395 159,300 SH   SOLE   159,300 0 0
Pinnacle Foods Inc. COM 72348p104 509 8,910 SH   SOLE   8,910 0 0
Planet Fitness, Inc. COM 72703h101 1,105 40,965 SH   SOLE   40,965 0 0
Post Holdings, Inc. COM 737446104 74,284 841,554 SH   SOLE   835,344 0 6,210
Premier, Inc. COM 74051n102 2,925 89,800 SH   SOLE   89,800 0 0
Primo Water Corp. COM 74165n105 1,911 161,300 SH   SOLE   161,300 0 0
Principal Financial Group, Inc COM 74251v102 25,731 399,929 SH   SOLE   399,929 0 0
Procter & Gamble COM 742718109 10,979 120,677 SH   SOLE   120,677 0 0
Prudential Financial Inc. COM 744320102 21,250 199,869 SH   SOLE   199,869 0 0
QUALCOMM Incorporated COM 747525103 4,384 84,571 SH   SOLE   84,571 0 0
Quanta Services, Inc. COM 74762e102 2,212 59,185 SH   SOLE   59,185 0 0
REV Group, Inc. COM 749527107 2,703 94,000 SH   SOLE   94,000 0 0
Radian Group, Inc. COM 750236101 521 27,895 SH   SOLE   27,895 0 0
Red Hat, Inc. COM 756577102 73,868 666,315 SH   SOLE   661,415 0 4,900
Reliance Steel & Aluminum Co. COM 759509102 380 4,987 SH   SOLE   4,987 0 0
Restaurant Brands Internationa COM 76131d103 33,235 520,275 SH   SOLE   516,425 0 3,850
STAG Industrial Inc. COM 85254j102 1,176 42,825 SH   SOLE   42,825 0 0
Schlumberger LTD COM 806857108 27,761 397,951 SH   SOLE   394,801 0 3,150
ServiceMaster Global Holdings COM 81761r109 484 10,365 SH   SOLE   10,365 0 0
Skyworks Solutions, Inc. COM 83088m102 37,935 372,276 SH   SOLE   369,676 0 2,600
Solar Capital Ltd. COM 83413u100 2,295 106,043 SH   SOLE   106,043 0 0
SolarEdge Technologies Inc. COM 83417m104 2,775 97,185 SH   SOLE   97,185 0 0
South State Corporation COM 840441109 2,087 23,175 SH   SOLE   23,175 0 0
Spire Inc COM 84857l101 2,169 29,049 SH   SOLE   29,049 0 0
Sterling Bancorp COM 85917a100 4,231 171,625 SH   SOLE   171,625 0 0
Sterling Construction Company, COM 859241101 5,400 354,580 SH   SOLE   354,580 0 0
Sucampo Pharmaceuticals, Inc. COM 864909106 1,067 90,400 SH   SOLE   90,400 0 0
Summit Financial Group, Inc. COM 86606g101 660 25,723 SH   SOLE   25,723 0 0
Summit Materials, Inc. COM 86614u100 4,902 153,045 SH   SOLE   153,045 0 0
SunTrust Banks, Inc. COM 867914103 55,699 931,883 SH   SOLE   925,083 0 6,800
Supernus Pharmaceuticals Inc. COM 868459108 2,778 69,450 SH   SOLE   69,450 0 0
T.Rowe Price Group Inc. COM 74144T108 12,684 139,921 SH   SOLE   139,921 0 0
Teligent, Inc. COM 87960w104 2,061 307,175 SH   SOLE   307,175 0 0
Teradyne, Inc. COM 880770102 47,393 1,270,920 SH   SOLE   1,261,670 0 9,250
The Boeing Company COM 097023105 17,484 68,777 SH   SOLE   68,777 0 0
The Southern Company COM 842587107 13,100 266,586 SH   SOLE   266,586 0 0
Travelers Companies, Inc. COM 89417e109 448 3,656 SH   SOLE   3,656 0 0
Triton International Limited o COM g9078f107 2,783 83,620 SH   SOLE   83,620 0 0
Turning Point Brands, Inc. COM 90041l105 3,076 180,929 SH   SOLE   180,929 0 0
U.S. Bancorp COM 902973304 1,078 20,111 SH   SOLE   20,111 0 0
US Concrete Inc. COM 90333l201 3,210 42,075 SH   SOLE   42,075 0 0
United Parcel Service, Inc. COM 911312106 16,310 135,813 SH   SOLE   135,813 0 0
United Rentals, Inc. COM 911363109 565 4,072 SH   SOLE   4,072 0 0
Universal Forest Products, Inc COM 913543104 424 4,320 SH   SOLE   4,320 0 0
VMware, Inc. COM 928563402 26,853 245,930 SH   SOLE   244,130 0 1,800
Valmont Industries COM 920253101 420 2,656 SH   SOLE   2,656 0 0
Vantiv, Inc. COM 92210h105 505 7,167 SH   SOLE   7,167 0 0
Verizon Communications COM 92343v104 9,351 188,947 SH   SOLE   188,947 0 0
Visteon Corporation COM 92839u206 3,845 31,062 SH   SOLE   31,062 0 0
Vonage Holdings Corporation COM 92886t201 2,841 349,050 SH   SOLE   349,050 0 0
Waddell & Reed Financial, Inc. COM 930059100 1,630 81,200 SH   SOLE   81,200 0 0
Wal-Mart Stores Inc. COM 931142103 543 6,950 SH   SOLE   6,950 0 0
Walker & Dunlop Inc. COM 93148p102 4,927 94,150 SH   SOLE   94,150 0 0
Walt Disney Co. COM 254687106 720 7,304 SH   SOLE   7,304 0 0
Wells Fargo & Co. COM 949746101 21,528 390,357 SH   SOLE   390,357 0 0
Winnebago Industries COM 974637100 2,141 47,840 SH   SOLE   47,840 0 0
Wintrust Financial Corporation COM 97650w108 6,672 85,195 SH   SOLE   85,195 0 0
Wynn Resorts Ltd. COM 983134107 72,700 488,179 SH   SOLE   484,579 0 3,600
Xilinx Inc. COM 983919101 493 6,960 SH   SOLE   6,960 0 0
iCAD, Inc. COM 44934s206 3,097 700,629 SH   SOLE   700,629 0 0
iShares Core MSCI Emerging Mar COM 46434g103 328 6,070 SH   SOLE   6,070 0 0
iShares Core S&P 500 ETF COM 464287200 1,745 6,900 SH   SOLE   6,900 0 0
iShares Core S&P Smallcap - ET COM 464287804 3,650 49,175 SH   SOLE   49,175 0 0
iShares International Select D COM 464288448 324 9,585 SH   SOLE   9,585 0 0