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
3M CO CS 88579Y101 7,434 35,708 SH   SOLE   503 0 35,205
ACTIVISION BLIZZARD INC CS 00507V109 1,066 18,510 SH   SOLE   920 0 17,590
AFLAC INC CS 001055102 693 8,915 SH   SOLE   2,555 0 6,360
ALIBABA GROUP HLDG LTD SPONSOR ADR 01609W102 479 3,400 SH   SOLE   290 0 3,110
AMAZON COM INC CS 023135106 43,028 44,450 SH   SOLE   14,983 0 29,467
AMERICAN ELEC PWR INC CS 025537101 638 9,180 SH   SOLE   0 0 9,180
AMKOR TECHNOLOGY INC CS 031652100 130 13,260 SH   SOLE   2,210 0 11,050
AMPHENOL CORP NEW CS 032095101 22,400 303,445 SH   SOLE   21,540 0 281,905
ANALOG DEVICES INC CS 032654105 812 10,440 SH   SOLE   79 0 10,361
ANSYS INC CS 03662Q105 329 2,700 SH   SOLE   0 0 2,700
AON PLC CS G0408V102 352 2,645 SH   SOLE   1,385 0 1,260
APPLE INC COM CS 037833100 20,854 144,798 SH   SOLE   80,653 0 64,145
APPLIED MATLS INC CS 038222105 4,137 100,151 SH   SOLE   8,870 0 91,281
ASPEN TECHNOLOGY INC CS 045327103 344 6,230 SH   SOLE   1,900 0 4,330
ASTORIA FINL CORP CS 046265104 484 24,020 SH   SOLE   7,880 0 16,140
AUTODESK INC CS 052769106 7,958 78,931 SH   SOLE   13,880 0 65,051
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 473 2,790 SH   SOLE   30 0 2,760
BIOVERATIV INC CS 09075E100 11,166 185,580 SH   SOLE   101,140 0 84,440
BOEING CO CS 097023105 688 3,480 SH   SOLE   530 0 2,950
BOYD GAMING CORP CS 103304101 663 26,740 SH   SOLE   0 0 26,740
BRINKS CO CS 109696104 4,249 63,420 SH   SOLE   63,420 0 0
BROWN AND BROWN INC CS 115236101 1,096 25,445 SH   SOLE   1,425 0 24,020
CBOE HLDGS INC CS 12503M108 399 4,370 SH   SOLE   210 0 4,160
CENTERPOINT ENERGY INC CS 15189T107 380 13,870 SH   SOLE   430 0 13,440
CHEMOURS CO CS 163851108 2,703 71,290 SH   SOLE   22,050 0 49,240
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M241 4,112 196,010 SH   SOLE   17,070 0 178,940
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 4,017 187,028 SH   SOLE   16,275 0 170,753
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 4,021 189,124 SH   SOLE   16,445 0 172,679
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 4,121 193,305 SH   SOLE   16,835 0 176,470
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 4,028 189,530 SH   SOLE   16,515 0 173,015
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 4,003 187,953 SH   SOLE   16,345 0 171,608
CNH INDL N V CS N20944109 434 38,180 SH   SOLE   13,530 0 24,650
COGNEX CORP CS 192422103 4,598 54,155 SH   SOLE   1,950 0 52,205
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 668 25,095 SH   SOLE   0 0 25,095
COMERICA INC CS 200340107 20,025 273,419 SH   SOLE   14,105 0 259,314
CONSOLIDATED EDISON INC CS 209115104 9,323 115,360 SH   SOLE   10,490 0 104,870
COPART INC CS 217204106 210 6,614 SH   SOLE   1,074 0 5,540
CORNING INC CS 219350105 16,662 554,470 SH   SOLE   388,150 0 166,320
CRANE CO CS 224399105 1,980 24,940 SH   SOLE   10,520 0 14,420
CSX CORP CS 126408103 3,630 66,530 SH   SOLE   6,170 0 60,360
CTRIP COM INTL LTD ADR 22943F100 304 5,645 SH   SOLE   0 0 5,645
CULLEN FROST BANKERS INC CS 229899109 11,150 118,735 SH   SOLE   107,825 0 10,910
DBX ETF TR EAFE CURR HDG ETF 233051200 739 24,620 SH   SOLE   0 0 24,620
DEERE AND CO CS 244199105 832 6,730 SH   SOLE   1,580 0 5,150
DELTA AIR LINES INC DEL CS 247361702 263 4,900 SH   SOLE   0 0 4,900
DOW CHEM CO CS 260543103 3,523 55,865 SH   SOLE   5,085 0 50,780
DU PONT E I DE NEMOURS AND CO CS 263534109 7,181 88,975 SH   SOLE   80,865 0 8,110
DXC TECHNOLOGY CO CS 23355L106 33,043 430,701 SH   SOLE   175,178 0 255,523
EAST WEST BANCORP INC CS 27579R104 2,128 36,320 SH   SOLE   5,310 0 31,010
EDISON INTL CS 281020107 2,059 26,330 SH   SOLE   3,550 0 22,780
EMCOR GROUP INC CS 29084Q100 2,839 43,422 SH   SOLE   2,320 0 41,102
F M C CORP CS 302491303 2,303 31,520 SH   SOLE   3,790 0 27,730
FEDEX CORP CS 31428X106 326 1,500 SH   SOLE   30 0 1,470
FERRARI N V COM CS N3167Y103 431 5,010 SH   SOLE   490 0 4,520
FIDELITY NATL INFORMATION SV CS 31620M106 14,444 169,131 SH   SOLE   5,800 0 163,331
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 287 7,520 SH   SOLE   0 0 7,520
GALAPAGOS NV ADR 36315X101 233 3,045 SH   SOLE   0 0 3,045
GALLAGHER ARTHUR J AND CO CS 363576109 5,487 95,840 SH   SOLE   1,740 0 94,100
GRACO INC CS 384109104 515 4,710 SH   SOLE   310 0 4,400
HANCOCK HLDG CO CS 410120109 1,935 39,490 SH   SOLE   8,260 0 31,230
HARRIS CORP DEL CS 413875105 7,231 66,290 SH   SOLE   2,370 0 63,920
HAWAIIAN HOLDINGS INC CS 419879101 244 5,190 SH   SOLE   0 0 5,190
HONEYWELL INTL INC CS 438516106 24,716 185,430 SH   SOLE   97,040 0 88,390
HUNTINGTON INGALLS INDS INC CS 446413106 10,540 56,620 SH   SOLE   55,970 0 650
IDEX CORP CS 45167R104 12,727 112,615 SH   SOLE   96,490 0 16,125
ILLINOIS TOOL WKS INC CS 452308109 20,548 143,439 SH   SOLE   1,390 0 142,049
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 544 15,990 SH   SOLE   0 0 15,990
INGERSOLL-RAND PLC CS G47791101 674 7,375 SH   SOLE   1,395 0 5,980
INTERDIGITAL INC CS 45867G101 1,947 25,190 SH   SOLE   890 0 24,300
ISHARES INC MSCI EMU INDEX ETF 464286608 681 16,900 SH   SOLE   0 0 16,900
ISHARES MSCI EAFE SMALL CAP IN ETF 464288273 600 10,370 SH   SOLE   0 0 10,370
ISHARES TR DJ AEROSPACE ETF 464288760 703 4,470 SH   SOLE   0 0 4,470
ISHARES TR DJ BROKER-DEAL ETF 464288794 750 14,070 SH   SOLE   0 0 14,070
ISHARES TR GLDM SCHS SEMI ETF 464287523 443 3,160 SH   SOLE   0 0 3,160
ISHARES TR GLMN SCHS SOFT ETF 464287515 981 7,170 SH   SOLE   0 0 7,170
J P MORGAN CHASE AND CO CS 46625H100 962 10,524 SH   SOLE   674 0 9,850
J2 GLOBAL INC CS 48123V102 449 5,280 SH   SOLE   950 0 4,330
KLA-TENCOR CORP CS 482480100 18,229 199,204 SH   SOLE   61,630 0 137,574
L3 TECHNOLOGIES INC COM CS 502413107 673 4,028 SH   SOLE   460 0 3,568
LEIDOS HLDGS INC CS 525327102 6,416 124,125 SH   SOLE   121,020 0 3,105
LINCOLN ELEC HLDGS INC CS 533900106 9,371 101,760 SH   SOLE   72,260 0 29,500
LITTELFUSE INC CS 537008104 1,332 8,070 SH   SOLE   290 0 7,780
MARKETAXESS HLDGS INC CS 57060D108 15,772 78,430 SH   SOLE   70,460 0 7,970
MARRIOTT INTL INC NEW CS 571903202 19,463 194,030 SH   SOLE   128,360 0 65,670
MARTIN MARIETTA MATLS INC CS 573284106 16,986 76,315 SH   SOLE   35,365 0 40,950
MASTERCARD INCORPORATED CL A CS 57636Q104 1,689 13,906 SH   SOLE   1,975 0 11,931
MATERIALISE NV ADR 57667T100 283 23,845 SH   SOLE   0 0 23,845
MERCADOLIBRE INC CS 58733R102 4,704 18,750 SH   SOLE   900 0 17,850
METTLER TOLEDO INTERNATIONAL CS 592688105 692 1,175 SH   SOLE   0 0 1,175
MICROCHIP TECHNOLOGY INC CS 595017104 17,398 225,420 SH   SOLE   149,770 0 75,650
MICROSOFT CORP CS 594918104 15,792 229,096 SH   SOLE   4,209 0 224,887
MONOLITHIC PWR SYS INC CS 609839105 2,930 30,395 SH   SOLE   12,735 0 17,660
MORGAN STANLEY CS 617446448 15,753 353,534 SH   SOLE   30,540 0 322,994
NATIONAL PRESTO INDS INC CS 637215104 545 4,930 SH   SOLE   0 0 4,930
NETEASE COM INC ADR 64110W102 20,099 66,856 SH   SOLE   37,170 0 29,686
NEXTERA ENERGY INC CS 65339F101 9,809 70,000 SH   SOLE   70,000 0 0
NORDSON CORP CS 655663102 8,926 73,575 SH   SOLE   22,265 0 51,310
NORFOLK SOUTHERN CORP CS 655844108 19,377 159,220 SH   SOLE   10,370 0 148,850
NORTHERN TR CORP CS 665859104 10,762 110,711 SH   SOLE   4,345 0 106,366
NVIDIA CORP CS 67066G104 18,151 125,562 SH   SOLE   70,625 0 54,937
PACKAGING CORP AMER CS 695156109 5,269 47,298 SH   SOLE   5,050 0 42,248
PRINCIPAL FINANCIAL GROUP IN CS 74251V102 427 6,660 SH   SOLE   150 0 6,510
PROGRESSIVE CORP OHIO CS 743315103 6,550 148,550 SH   SOLE   0 0 148,550
PTC INC CS 69370C100 9,907 179,740 SH   SOLE   178,540 0 1,200
QIAGEN NV CS N72482123 272 8,125 SH   SOLE   0 0 8,125
QUEST DIAGNOSTICS INC CS 74834L100 9,539 85,815 SH   SOLE   4,380 0 81,435
RAYMOND JAMES FINANCIAL INC CS 754730109 8,254 102,890 SH   SOLE   14,570 0 88,320
RAYTHEON CO CS 755111507 25,919 160,512 SH   SOLE   8,835 0 151,677
ROPER INDS INC NEW CS 776696106 919 3,970 SH   SOLE   470 0 3,500
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 713 6,525 SH   SOLE   2,130 0 4,395
SANGAMO BIOSCIENCES INC CS 800677106 317 35,990 SH   SOLE   0 0 35,990
SAP SE SPON ADR ADR 803054204 452 4,320 SH   SOLE   610 0 3,710
SCHWAB CHARLES CORP NEW CS 808513105 17,203 400,446 SH   SOLE   20,745 0 379,701
SNP GLOBAL INC COM CS 78409V104 14,612 100,090 SH   SOLE   86,480 0 13,610
SONY CORP ADR 835699307 201 5,255 SH   SOLE   100 0 5,155
SOUTHWEST AIRLS CO CS 844741108 20,622 331,860 SH   SOLE   205,460 0 126,400
SPDR INDEX SHS FDS INTL INDS E ETF 78463X673 586 17,070 SH   SOLE   0 0 17,070
SPDR INDEX SHS FDS INTL TECH E ETF 78463X657 355 8,340 SH   SOLE   0 0 8,340
STANLEY BLACK N DECKER INC CS 854502101 2,960 21,036 SH   SOLE   1,260 0 19,776
SUNOPTA INC CS 8676EP108 143 14,040 SH   SOLE   0 0 14,040
SUNTRUST BKS INC CS 867914103 25,043 441,526 SH   SOLE   226,120 0 215,406
SVB FINL GROUP CS 78486Q101 1,658 9,430 SH   SOLE   1,500 0 7,930
SYNOPSYS INC CS 871607107 1,128 15,470 SH   SOLE   1,630 0 13,840
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 14,551 416,209 SH   SOLE   36,480 0 379,729
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 423 5,760 SH   SOLE   1,620 0 4,140
TELEFLEX INC CS 879369106 11,813 56,860 SH   SOLE   55,550 0 1,310
TETRA TECH INC NEW CS 88162G103 2,386 52,158 SH   SOLE   1,680 0 50,478
TORCHMARK CORP CS 891027104 1,236 16,160 SH   SOLE   2,900 0 13,260
TORO CO CS 891092108 8,641 124,710 SH   SOLE   9,500 0 115,210
ULTA SALON COSMETCS N FRAG I CS 90384S303 5,163 17,968 SH   SOLE   190 0 17,778
UNITED CONTL HLDGS INC CS 910047109 1,975 26,240 SH   SOLE   3,030 0 23,210
UNITEDHEALTH GROUP INC CS 91324P102 204 1,102 SH   SOLE   665 0 437
VAIL RESORTS INC CS 91879Q109 5,232 25,795 SH   SOLE   10,380 0 15,415
VANECK VECTORS ETF TR GAMING E ETF 92189F882 411 10,100 SH   SOLE   0 0 10,100
VISA INC CS 92826C839 215 2,290 SH   SOLE   1,340 0 950
VISTEON CORP CS 92839U206 6,729 65,930 SH   SOLE   8,200 0 57,730
WASTE CONNECTIONS INC CS 94106B101 2,060 31,980 SH   SOLE   3,615 0 28,365
WASTE MGMT INC DEL CS 94106L109 26,509 361,411 SH   SOLE   168,164 0 193,247
WENDYS CO CS 95058W100 3,577 230,650 SH   SOLE   4,910 0 225,740
WESTERN DIGITAL CORP CS 958102105 319 3,600 SH   SOLE   0 0 3,600
WOODWARD GOVERNOR CO CS 980745103 570 8,440 SH   SOLE   400 0 8,040
WYNDHAM WORLDWIDE CORP CS 98310W108 3,592 35,770 SH   SOLE   4,940 0 30,830
WYNN RESORTS LTD CS 983134107 433 3,230 SH   SOLE   0 0 3,230
XCEL ENERGY INC CS 98389B100 12,704 276,900 SH   SOLE   43,280 0 233,620
XILINX INC CS 983919101 385 5,987 SH   SOLE   0 0 5,987
ZYNGA INC CS 98986T108 259 71,285 SH   SOLE   0 0 71,285