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
3M Co. COM 88579y101 4,464 25,000 SH   SOLE   25,000 0 0
Accenture PLC COM G1151C101 48,949 417,900 SH   SOLE   417,900 0 0
Acxiom Corp. COM 005125109 11,634 434,115 SH   SOLE   434,115 0 0
Advisory Board Co. COM 00762W107 12,409 373,207 SH   SOLE   373,207 0 0
Air Methods Corp. COM 009128307 12,259 384,896 SH   SOLE   384,896 0 0
Alphabet, Inc. Cl A COM 02079k305 8,321 10,500 SH   SOLE   10,500 0 0
Alphabet, Inc. Cl C COM 02079k107 51,017 66,100 SH   SOLE   66,100 0 0
American Express Co. COM 025816109 30,076 406,000 SH   SOLE   406,000 0 0
AMETEK Inc. COM 031100100 2,042 42,020 SH   SOLE   42,020 0 0
Amgen Inc. COM 031162100 30,763 210,400 SH   SOLE   210,400 0 0
AMN Healthcare Services Inc. COM 001744101 13,892 361,310 SH   SOLE   361,310 0 0
AngioDynamics Inc. COM 03475V101 11,863 703,182 SH   SOLE   703,182 0 0
Apple Inc. COM 037833100 72,077 622,320 SH   SOLE   622,320 0 0
Aspen Technology, Inc. COM 045327103 11,584 211,857 SH   SOLE   211,857 0 0
Baker Hughes Inc. COM 057224107 2,599 40,000 SH   SOLE   40,000 0 0
Becton Dickinson & Co. COM 075887109 24,005 145,000 SH   SOLE   145,000 0 0
Berry Plastics Group Inc. COM 08579W103 9,992 205,051 SH   SOLE   205,051 0 0
Bio-Rad Laboratories Inc. COM 090572207 12,020 65,940 SH   SOLE   65,940 0 0
Bio-Techne Corp. COM 09073m104 10,277 99,944 SH   SOLE   99,944 0 0
Biogen, Inc. COM 09062X103 24,303 85,700 SH   SOLE   85,700 0 0
BlackBerry Ltd. COM 09228F103 3,097 449,500 SH   SOLE   449,500 0 0
Blackhawk Network Holdings Inc COM 09238E104 11,486 304,880 SH   SOLE   304,880 0 0
Bloomin' Brands Inc. COM 094235108 16,398 909,484 SH   SOLE   909,484 0 0
Boeing Co. COM 097023105 32,895 211,300 SH   SOLE   211,300 0 0
BorgWarner, Inc. COM 099724106 13,301 337,242 SH   SOLE   337,242 0 0
Bottomline Technologies (de), COM 101388106 12,603 503,735 SH   SOLE   503,735 0 0
Bristol-Myers Squibb Co. COM 110122108 28,945 495,300 SH   SOLE   495,300 0 0
Callaway Golf Company COM 131193104 10,710 977,210 SH   SOLE   977,210 0 0
Canadian National Railway Co. COM 136375102 35,156 521,600 SH   SOLE   521,600 0 0
Canadian Pacific Railway Ltd. COM 13645T100 2,713 19,000 SH   SOLE   19,000 0 0
Capital Senior Living Corp. COM 140475104 14,378 895,830 SH   SOLE   895,830 0 0
Carrizo Oil & Gas Inc. COM 144577103 11,802 315,991 SH   SOLE   315,991 0 0
Check Point Software Technolog COM M22465104 23,607 279,500 SH   SOLE   279,500 0 0
Chevron Corp. COM 166764100 27,883 236,900 SH   SOLE   236,900 0 0
Chubb Ltd. COM H1467j104 37,337 282,600 SH   SOLE   282,600 0 0
Cisco Systems Inc. COM 17275R102 54,162 1,792,270 SH   SOLE   1,792,270 0 0
CME Group Inc. COM 12572Q105 50,466 437,500 SH   SOLE   437,500 0 0
Coach Inc. COM 189754104 3,152 90,000 SH   SOLE   90,000 0 0
Cognizant Technology Solutions COM 192446102 27,628 493,100 SH   SOLE   493,100 0 0
Comcast Corp. Cl A COM 20030N101 55,647 805,900 SH   SOLE   805,900 0 0
CommVault Systems Inc. COM 204166102 11,861 230,761 SH   SOLE   230,761 0 0
ConocoPhillips COM 20825C104 3,159 63,000 SH   SOLE   63,000 0 0
Core Laboratories NV COM N22717107 8,285 69,020 SH   SOLE   69,020 0 0
Corporate Office Properties Tr COM 22002T108 21,444 686,876 SH   SOLE   686,876 0 0
Crane Co. COM 224399105 11,275 156,339 SH   SOLE   156,339 0 0
CVS Health Corp. COM 126650100 24,304 308,000 SH   SOLE   308,000 0 0
Danaher Corp. COM 235851102 4,048 52,000 SH   SOLE   52,000 0 0
Delphi Automotive PLC COM G27823106 4,512 67,000 SH   SOLE   67,000 0 0
Dentsply Sirona Inc. COM 24906P109 3,892 67,410 SH   SOLE   67,410 0 0
Discover Financial Services COM 254709108 40,875 567,000 SH   SOLE   567,000 0 0
Dolby Laboratories Inc. Cl A COM 25659T107 9,032 199,869 SH   SOLE   199,869 0 0
Du Pont E.I. COM 263534109 23,892 325,500 SH   SOLE   325,500 0 0
Ecolab Inc. COM 278865100 4,454 38,000 SH   SOLE   38,000 0 0
Eli Lilly & Co. COM 532457108 20,506 278,800 SH   SOLE   278,800 0 0
EOG Resources Inc. COM 26875P101 36,022 356,300 SH   SOLE   356,300 0 0
Equinix Inc. COM 29444u700 21,695 60,700 SH   SOLE   60,700 0 0
Estee Lauder Cos Inc Cl A COM 518439104 28,301 370,000 SH   SOLE   370,000 0 0
Esterline Technologies Corp. COM 297425100 11,693 131,092 SH   SOLE   131,092 0 0
Evercore Partners Inc. Cl A COM 29977A105 11,508 167,512 SH   SOLE   167,512 0 0
ExxonMobil Corp. COM 30231G102 48,244 534,500 SH   SOLE   534,500 0 0
Finisar Corp. COM 31787A507 11,512 380,301 SH   SOLE   380,301 0 0
Five Below, Inc. COM 33829M101 11,608 290,500 SH   SOLE   290,500 0 0
Fortive Corp. COM 34959J108 1,394 26,000 SH   SOLE   26,000 0 0
General Dynamics Corp. COM 369550108 37,813 219,000 SH   SOLE   219,000 0 0
Genesee & Wyoming Inc. COM 371559105 10,481 150,999 SH   SOLE   150,999 0 0
Glacier Bancorp Inc. COM 37637Q105 17,594 485,630 SH   SOLE   485,630 0 0
Globus Medical Inc. COM 379577208 18,072 728,398 SH   SOLE   728,398 0 0
Goodyear Tire & Rubber Co. COM 382550101 26,718 865,500 SH   SOLE   865,500 0 0
GrubHub Inc. COM 400110102 11,591 308,100 SH   SOLE   308,100 0 0
GTT Communications Inc. COM 362393100 17,126 595,680 SH   SOLE   595,680 0 0
Gulfport Energy Corp. COM 402635304 11,301 522,240 SH   SOLE   522,240 0 0
Haemonetics Corp. COM 405024100 12,014 298,853 SH   SOLE   298,853 0 0
Healthcare Services Group COM 421906108 12,040 307,388 SH   SOLE   307,388 0 0
Healthsouth Corp COM 421924309 11,377 275,871 SH   SOLE   275,871 0 0
Healthways Inc. COM 422245100 20,687 909,305 SH   SOLE   909,305 0 0
Home Depot Inc. COM 437076102 30,704 229,000 SH   SOLE   229,000 0 0
Honeywell International COM 438516106 41,648 359,500 SH   SOLE   359,500 0 0
Hub Group Inc. Cl A COM 443320106 11,714 267,749 SH   SOLE   267,749 0 0
ICON PLC COM G4705A100 9,968 132,556 SH   SOLE   132,556 0 0
J.P. Morgan Chase & Co. COM 46625H100 45,220 524,050 SH   SOLE   524,050 0 0
j2 Global Inc. COM 48123V102 20,610 251,951 SH   SOLE   251,951 0 0
Johnson & Johnson COM 478160104 24,252 210,500 SH   SOLE   210,500 0 0
Johnson Controls Inc. PLC COM g51502105 26,979 654,986 SH   SOLE   654,986 0 0
KB Home COM 48666K109 11,701 740,105 SH   SOLE   740,105 0 0
Knight Transportation Inc. COM 499064103 10,584 320,234 SH   SOLE   320,234 0 0
Kraft Heinz Co. COM 500754106 27,559 315,613 SH   SOLE   315,613 0 0
Lear Corp. COM 521865204 9,134 69,000 SH   SOLE   69,000 0 0
LKQ Corp. COM 501889208 411 13,420 SH   SOLE   13,420 0 0
M&T Bank Corp. COM 55261F104 1,721 11,000 SH   SOLE   11,000 0 0
Magellan Health Inc. COM 559079207 12,309 163,571 SH   SOLE   163,571 0 0
Marathon Petroleum Corp. COM 56585A102 24,218 481,000 SH   SOLE   481,000 0 0
Marriott International Cl A COM 571903202 30,096 364,000 SH   SOLE   364,000 0 0
Masco Corp. COM 574599106 2,274 71,910 SH   SOLE   71,910 0 0
Mastercard Inc. CL A COM 57636Q104 4,037 39,100 SH   SOLE   39,100 0 0
McCormick & Company Inc. COM 579780206 15,026 161,000 SH   SOLE   161,000 0 0
McDonald's Corp. COM 580135101 44,610 366,500 SH   SOLE   366,500 0 0
MDC Partners Inc. COM 552697104 4,475 683,263 SH   SOLE   683,263 0 0
MEDNAX Inc. COM 58502B106 7,562 113,447 SH   SOLE   113,447 0 0
Medtronic PLC COM G5960L103 50,311 706,320 SH   SOLE   706,320 0 0
Merck & Co. Inc. COM 58933Y105 52,600 893,500 SH   SOLE   893,500 0 0
Microchip Technology Inc. COM 595017104 5,049 78,700 SH   SOLE   78,700 0 0
Microsemi Corp. COM 595137100 10,938 202,659 SH   SOLE   202,659 0 0
Microsoft Corp. COM 594918104 97,498 1,569,000 SH   SOLE   1,569,000 0 0
Mobile Mini Inc. COM 60740F105 11,950 395,039 SH   SOLE   395,039 0 0
Morgan Stanley COM 617446448 57,249 1,355,000 SH   SOLE   1,355,000 0 0
MYR Group Inc. COM 55405W104 11,328 300,641 SH   SOLE   300,641 0 0
Nanometrics, Inc. COM 630077105 6,562 261,869 SH   SOLE   261,869 0 0
NetScout Systems Inc. COM 64115T104 11,214 355,992 SH   SOLE   355,992 0 0
NICE Ltd.(ADR) COM 653656108 19,025 276,682 SH   SOLE   276,682 0 0
Noble Energy Inc. COM 655044105 32,237 847,000 SH   SOLE   847,000 0 0
Nuance Communications Inc. COM 67020Y100 17,893 1,200,892 SH   SOLE   1,200,892 0 0
NuVasive Inc. COM 670704105 11,719 173,982 SH   SOLE   173,982 0 0
Omnicell Inc. COM 68213N109 11,960 352,790 SH   SOLE   352,790 0 0
Omnicom Group Inc. COM 681919106 29,576 347,500 SH   SOLE   347,500 0 0
ON Semiconductor Corp. COM 682189105 16,201 1,269,669 SH   SOLE   1,269,669 0 0
Open Text Corp. COM 683715106 14,907 241,173 SH   SOLE   241,173 0 0
Oracle Corp. COM 68389X105 18,302 476,000 SH   SOLE   476,000 0 0
Owens & Minor Inc. COM 690732102 11,850 335,786 SH   SOLE   335,786 0 0
Oxford Industries Inc. COM 691497309 11,873 197,459 SH   SOLE   197,459 0 0
Parker Hannifin Corp. COM 701094104 3,080 22,000 SH   SOLE   22,000 0 0
Patterson Companies Inc. COM 703395103 10,318 251,478 SH   SOLE   251,478 0 0
Penn National Gaming Inc. COM 707569109 11,917 864,184 SH   SOLE   864,184 0 0
PepsiCo Inc. COM 713448108 57,149 546,200 SH   SOLE   546,200 0 0
Philip Morris International In COM 718172109 33,806 369,500 SH   SOLE   369,500 0 0
Planet Fitness Inc. Cl A COM 72703H101 11,772 585,658 SH   SOLE   585,658 0 0
Plantronics Inc. COM 727493108 17,393 317,626 SH   SOLE   317,626 0 0
PNC Financial Services Group COM 693475105 45,147 386,000 SH   SOLE   386,000 0 0
PRA Group Inc. COM 69354N106 12,646 323,435 SH   SOLE   323,435 0 0
Praxair Inc. COM 74005P104 16,934 144,500 SH   SOLE   144,500 0 0
Priceline Group Inc COM 741503403 17,739 12,100 SH   SOLE   12,100 0 0
Procter & Gamble Co. COM 742718109 49,330 586,700 SH   SOLE   586,700 0 0
Quanta Services Inc. COM 74762E102 11,729 336,557 SH   SOLE   336,557 0 0
Raymond James Financial Corp. COM 754730109 2,626 37,910 SH   SOLE   37,910 0 0
Regal Beloit Corp. COM 758750103 12,015 173,500 SH   SOLE   173,500 0 0
Ritchie Bros Auctioneers Inc. COM 767744105 10,210 300,295 SH   SOLE   300,295 0 0
Roche Holding Ltd ADR COM 771195104 26,481 929,000 SH   SOLE   929,000 0 0
Rudolph Technologies Inc. COM 781270103 11,337 485,526 SH   SOLE   485,526 0 0
S&P Global, Inc. COM 78409V104 45,328 421,500 SH   SOLE   421,500 0 0
Schlumberger Ltd. COM 806857108 44,888 534,700 SH   SOLE   534,700 0 0
Select Comfort Corp. COM 81616X103 11,609 513,220 SH   SOLE   513,220 0 0
Signature Bank COM 82669G104 35,139 233,950 SH   SOLE   233,950 0 0
Skyworks Solutions Inc. COM 83088M102 13,087 175,282 SH   SOLE   175,282 0 0
Stericycle Inc. COM 858912108 246 3,190 SH   SOLE   3,190 0 0
STERIS PLC COM g84720104 9,848 146,139 SH   SOLE   146,139 0 0
Stifel Financial Corp. COM 860630102 11,702 234,269 SH   SOLE   234,269 0 0
Stryker Corp. COM 863667101 22,704 189,500 SH   SOLE   189,500 0 0
Synopsys Inc. COM 871607107 21,749 369,500 SH   SOLE   369,500 0 0
TE Connectivity Ltd. COM H84989104 4,171 60,200 SH   SOLE   60,200 0 0
Texas Instruments Inc. COM 882508104 63,338 868,000 SH   SOLE   868,000 0 0
Texas Roadhouse Inc. COM 882681109 11,781 244,217 SH   SOLE   244,217 0 0
The Habit Restaurants, Inc. COM 40449J103 11,556 669,930 SH   SOLE   669,930 0 0
Tile Shop Holdings Inc. COM 88677Q109 11,630 594,879 SH   SOLE   594,879 0 0
Time Warner Inc. COM 887317303 45,514 471,500 SH   SOLE   471,500 0 0
TJX Companies Inc. COM 872540109 50,262 669,000 SH   SOLE   669,000 0 0
Toro Co. COM 891092108 8,697 155,438 SH   SOLE   155,438 0 0
Tower Semiconductor Ltd. COM M87915274 20,114 1,056,971 SH   SOLE   1,056,971 0 0
Travelers Companies Inc. COM 89417E109 44,598 364,300 SH   SOLE   364,300 0 0
TRI Pointe Group, Inc. COM 87265H109 11,160 972,139 SH   SOLE   972,139 0 0
Unilever NV ADR COM 904784709 46,517 1,132,900 SH   SOLE   1,132,900 0 0
United Parcel Service Inc. COM 911312106 2,293 20,000 SH   SOLE   20,000 0 0
United Technologies Corp. COM 913017109 35,572 324,500 SH   SOLE   324,500 0 0
UnitedHealth Group Inc. COM 91324P102 54,174 338,500 SH   SOLE   338,500 0 0
VeriFone Holdings Inc. COM 92342Y109 11,567 652,400 SH   SOLE   652,400 0 0
Verisk Analytics Inc. COM 92345Y106 35,552 438,000 SH   SOLE   438,000 0 0
Verizon Communications COM 92343V104 55,408 1,038,000 SH   SOLE   1,038,000 0 0
Vestas Wind Systems A/S COM 925458101 3,692 170,000 SH   SOLE   170,000 0 0
Visa Inc. COM 92826C839 76,358 978,700 SH   SOLE   978,700 0 0
Vitamin Shoppe Inc. COM 92849E101 11,276 474,758 SH   SOLE   474,758 0 0
Waste Connections Inc. COM 94106b101 4,414 56,170 SH   SOLE   56,170 0 0
Webster Financial Corp. COM 947890109 17,760 327,186 SH   SOLE   327,186 0 0
Wells Fargo & Co. COM 949746101 33,782 613,000 SH   SOLE   613,000 0 0
Western Alliance Bancorporatio COM 957638109 16,887 346,692 SH   SOLE   346,692 0 0
Woodward Governor Co. COM 980745103 11,472 166,147 SH   SOLE   166,147 0 0
Xcerra Corp. COM 98400J108 13,999 1,832,270 SH   SOLE   1,832,270 0 0
Zoetis Inc. COM 98978V103 34,768 649,500 SH   SOLE   649,500 0 0
iShares Core High Div ETF COM 46429B663 37,057 450,547 SH   SOLE   450,547 0 0
iShares International Select D COM 464288448 12,516 423,400 SH   SOLE   423,400 0 0
iShares Russell 1000 Growth In COM 464287614 27,632 263,410 SH   SOLE   263,410 0 0
iShares Russell 1000 Value ETF COM 464287598 27,922 249,235 SH   SOLE   249,235 0 0
iShares Russell Mid-Cap Value COM 464287473 13,956 173,521 SH   SOLE   173,521 0 0
iShares 0-5 Year High Yield Corporate Bond ETF COM 46434V407 3,503 74,000 SH   SOLE   74,000 0 0
iShares iBoxx $ Investment Grade Corp. Bond ETF COM 464287242 86,873 741,360 SH   SOLE   741,360 0 0
SPDR BBG Barclays Intermediate Term Corp Bond ETF COM 78464A375 31,708 935,060 SH   SOLE   935,060 0 0
SPDR BBG Barclays Short Term Corp Bond ETF COM 78464a474 90 2,964 SH   SOLE   2,964 0 0
SPDR BBG Barclays Short Term High Yield Bond ETF COM 78468R408 50,308 1,817,500 SH   SOLE   1,817,500 0 0