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 6,376 36,408 SH   SOLE   343 0 36,065
ACCENTURE PLC IRELAND CS G1151C101 4,948 43,679 SH   SOLE   359 0 43,320
ACTIVISION BLIZZARD INC CS 00507V109 17,084 431,080 SH   SOLE   185,000 0 246,080
ACUITY BRANDS INC CS 00508Y102 304 1,225 SH   SOLE   0 0 1,225
AFLAC INC CS 001055102 375 5,195 SH   SOLE   2,265 0 2,930
AGILENT TECHNOLOGIES INC CS 00846U101 254 5,725 SH   SOLE   1,265 0 4,460
ALIGN TECHNOLOGY INC CS 016255101 8,660 107,505 SH   SOLE   14,675 0 92,830
ALPHABET INC CAP STK CL C CS 02079K107 13,933 20,131 SH   SOLE   11,130 0 9,001
AMAZON COM INC CS 023135106 27,625 38,603 SH   SOLE   8,336 0 30,267
ANSYS INC CS 03662Q105 208 2,290 SH   SOLE   0 0 2,290
AON PLC CS G0408V102 325 2,975 SH   SOLE   1,385 0 1,590
ASSURANT INC CS 04621X108 4,848 56,165 SH   SOLE   0 0 56,165
ASTORIA FINL CORP CS 046265104 470 30,635 SH   SOLE   0 0 30,635
AT AND T INC CS 00206R102 26,903 622,602 SH   SOLE   207,787 0 414,815
ATMOS ENERGY CORP CS 049560105 9,951 122,374 SH   SOLE   16,235 0 106,139
B N G FOODS INC NEW CS 05508R106 5,955 123,540 SH   SOLE   2,780 0 120,760
BANK HAWAII CORP CS 062540109 603 8,760 SH   SOLE   0 0 8,760
BEMIS INC CS 081437105 3,604 70,000 SH   SOLE   70,000 0 0
BROWN AND BROWN INC CS 115236101 1,342 35,810 SH   SOLE   2,300 0 33,510
BROWN FORMAN CORP CS 115637209 206 2,065 SH   SOLE   0 0 2,065
CADENCE DESIGN SYSTEM INC CS 127387108 13,129 540,270 SH   SOLE   49,760 0 490,510
CBOE HLDGS INC CS 12503M108 1,058 15,885 SH   SOLE   360 0 15,525
CENTERPOINT ENERGY INC CS 15189T107 319 13,290 SH   SOLE   90 0 13,200
CHUBB LIMITED COM CS H1467J104 6,722 51,425 SH   SOLE   1,905 0 49,520
CLAYMORE ETF TRUST 2 SNP GBL W ETF 18383Q507 702 23,410 SH   SOLE   0 0 23,410
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M548 2,581 113,362 SH   SOLE   5,725 0 107,637
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 2,673 123,128 SH   SOLE   6,175 0 116,953
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 2,696 125,278 SH   SOLE   6,285 0 118,993
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 2,698 125,260 SH   SOLE   6,335 0 118,925
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 2,627 122,910 SH   SOLE   6,185 0 116,725
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 2,652 123,729 SH   SOLE   6,225 0 117,504
CLOROX CO DEL CS 189054109 12,638 91,325 SH   SOLE   0 0 91,325
CMS ENERGY CORP CS 125896100 11,770 256,655 SH   SOLE   0 0 256,655
COMPUTER SCIENCES CORP CS 205363104 21,200 426,985 SH   SOLE   160,365 0 266,620
CONSOLIDATED EDISON INC CS 209115104 653 8,120 SH   SOLE   90 0 8,030
CONSTELLATION BRANDS INC CS 21036P108 5,276 31,900 SH   SOLE   7,320 0 24,580
CONVERGYS CORP CS 212485106 386 15,450 SH   SOLE   0 0 15,450
CRACKER BARREL OLD CTRY STOR CS 22410J106 509 2,970 SH   SOLE   0 0 2,970
CROWN CASTLE INTL CORP NEW CS 22822V101 1,875 18,490 SH   SOLE   7,520 0 10,970
DR PEPPER SNAPPLE GROUP INC CS 26138E109 18,935 195,955 SH   SOLE   12,150 0 183,805
EXTRA SPACE STORAGE INC CS 30225T102 7,922 85,605 SH   SOLE   370 0 85,235
FEDERAL REALTY INVT TR CS 313747206 4,963 29,980 SH   SOLE   120 0 29,860
FIDELITY NATL INFORMATION SV CS 31620M106 1,136 15,420 SH   SOLE   2,000 0 13,420
FLUIDIGM CORP DEL CS 34385P108 123 13,575 SH   SOLE   0 0 13,575
GENERAL ELEC CO CS 369604103 349 11,082 SH   SOLE   4,000 0 7,082
GLOBAL PMTS INC CS 37940X102 4,196 58,789 SH   SOLE   0 0 58,789
HOME DEPOT INC CS 437076102 6,168 48,303 SH   SOLE   8,135 0 40,168
IDEX CORP CS 45167R104 7,247 88,265 SH   SOLE   82,180 0 6,085
ILLINOIS TOOL WKS INC CS 452308109 15,984 153,460 SH   SOLE   1,210 0 152,250
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 578 19,110 SH   SOLE   0 0 19,110
INTERCONTINENTALEXCHANGE GRO CS 45866F104 12,947 50,583 SH   SOLE   3,520 0 47,063
INTERNATIONAL FLAVORSANDFRAGRA CS 459506101 3,017 23,930 SH   SOLE   570 0 23,360
INTERPUBLIC GROUP COS INC CS 460690100 4,703 203,600 SH   SOLE   4,715 0 198,885
INTUITIVE SURGICAL INC CS 46120E602 24,056 36,371 SH   SOLE   13,159 0 23,212
ISHARES INC MSCI BELGIUM ETF 464286301 474 26,750 SH   SOLE   0 0 26,750
ISHARES TR DJ AEROSPACE ETF 464288760 842 6,740 SH   SOLE   0 0 6,740
ISHARES TR DJ CON NON CYCL ETF 464287812 1,414 12,260 SH   SOLE   0 0 12,260
ISHARES TR DJ INS INDX FD ETF 464288786 1,198 23,670 SH   SOLE   0 0 23,670
ISHARES TR DJ MED DEVICES ETF 464288810 564 4,160 SH   SOLE   0 0 4,160
ISHARES TR DJ US CON CYCL ETF 464287580 1,269 8,845 SH   SOLE   0 0 8,845
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,351 12,850 SH   SOLE   0 0 12,850
ISHARES TR IRLND CPD INVT ETF 46429B507 449 12,500 SH   SOLE   0 0 12,500
ISHARES TR MSCI DENMRK CP ETF 46429B523 527 9,520 SH   SOLE   0 0 9,520
ISHARES TR SANDP GBL TELCM ETF 464287275 1,089 17,240 SH   SOLE   0 0 17,240
ISHARES TR ZEALAND INVST ETF 464289123 555 12,900 SH   SOLE   0 0 12,900
JOHNSON AND JOHNSON CS 478160104 273 2,251 SH   SOLE   656 0 1,595
KELLOGG CO CS 487836108 462 5,660 SH   SOLE   80 0 5,580
KIMBERLY CLARK CORP CS 494368103 703 5,115 SH   SOLE   2,170 0 2,945
KLA-TENCOR CORP CS 482480100 13,084 178,615 SH   SOLE   44,140 0 134,475
L-3 COMMUNICATIONS HLDGS INC CS 502424104 239 1,630 SH   SOLE   80 0 1,550
LAUDER ESTEE COS INC CS 518439104 15,427 169,490 SH   SOLE   76,395 0 93,095
LIGAND PHARMACEUTICALS INC CS 53220K504 7,699 64,550 SH   SOLE   60,000 0 4,550
LOCKHEED MARTIN CORP CS 539830109 914 3,684 SH   SOLE   230 0 3,454
MANHATTAN ASSOCS INC CS 562750109 4,798 74,820 SH   SOLE   0 0 74,820
MARKIT LTD CS G58249106 1,100 33,730 SH   SOLE   430 0 33,300
MARTIN MARIETTA MATLS INC CS 573284106 12,417 64,670 SH   SOLE   21,245 0 43,425
MATTEL INC CS 577081102 4,481 143,205 SH   SOLE   2,915 0 140,290
MAZOR ROBOTICS LTD ADR 57886P103 192 10,700 SH   SOLE   0 0 10,700
MCCORMICK AND CO INC CS 579780206 7,692 72,110 SH   SOLE   67,000 0 5,110
METTLER TOLEDO INTERNATIONAL CS 592688105 482 1,320 SH   SOLE   0 0 1,320
MICROSOFT CORP CS 594918104 11,830 231,191 SH   SOLE   1,173 0 230,018
MID-AMER APT CMNTYS INC CS 59522J103 301 2,830 SH   SOLE   0 0 2,830
MOLSON COORS BREWING CO CS 60871R209 12,597 124,565 SH   SOLE   74,960 0 49,605
MONDELEZ INTL INC CS 609207105 4,978 109,378 SH   SOLE   0 0 109,378
MSCI INC CS 55354G100 8,315 107,815 SH   SOLE   93,250 0 14,565
NASDAQ STOCK MARKET INC CS 631103108 16,784 259,535 SH   SOLE   101,415 0 158,120
NATIONAL PRESTO INDS INC CS 637215104 314 3,330 SH   SOLE   0 0 3,330
NIELSEN HLDGS PLC CS G6518L108 1,261 24,255 SH   SOLE   6,855 0 17,400
NVIDIA CORP CS 67066G104 17,731 377,183 SH   SOLE   211,070 0 166,113
OLD REP INTL CORP CS 680223104 988 51,195 SH   SOLE   1,390 0 49,805
OMNICOM GROUP INC CS 681919106 2,240 27,485 SH   SOLE   1,130 0 26,355
ORBITAL ATK INC CS 68557N103 766 9,000 SH   SOLE   0 0 9,000
PANERA BREAD CO CS 69840W108 11,112 52,430 SH   SOLE   33,130 0 19,300
PEOPLES UNITED FINANCIAL INC CS 712704105 667 45,511 SH   SOLE   1,500 0 44,011
POST HLDGS INC CS 737446104 269 3,250 SH   SOLE   0 0 3,250
POWERSHARES ETF TR II SANDP SM ETF 73937B886 918 12,975 SH   SOLE   0 0 12,975
POWERSHARES ETF TR II SANDP SM ETF 73937B860 866 15,590 SH   SOLE   0 0 15,590
PROCTER AND GAMBLE CO CS 742718109 444 5,246 SH   SOLE   376 0 4,870
PROGRESSIVE CORP OHIO CS 743315103 16,555 494,175 SH   SOLE   28,185 0 465,990
QUEST DIAGNOSTICS INC CS 74834L100 2,351 28,880 SH   SOLE   950 0 27,930
RAYTHEON CO CS 755111507 22,459 165,197 SH   SOLE   8,805 0 156,392
REALTY INCOME CORP CS 756109104 536 7,730 SH   SOLE   0 0 7,730
RENAISSANCE RE HLDGS LTD CS G7496G103 6,722 57,240 SH   SOLE   57,100 0 140
RICE ENERGY INC CS 762760106 239 10,860 SH   SOLE   0 0 10,860
RYANAIR HLDGS PLC SPONSORED AD ADR 783513203 425 6,117 SH   SOLE   0 0 6,117
SENSIENT TECHNOLOGIES CORP CS 81725T100 212 2,990 SH   SOLE   405 0 2,585
SHERWIN WILLIAMS CO CS 824348106 1,519 5,172 SH   SOLE   265 0 4,907
SIMON PPTY GROUP INC NEW CS 828806109 371 1,710 SH   SOLE   30 0 1,680
SMUCKER J M CO CS 832696405 212 1,390 SH   SOLE   0 0 1,390
SONOCO PRODS CO CS 835495102 6,214 125,130 SH   SOLE   14,750 0 110,380
STANLEY BLACK N DECKER INC CS 854502101 2,263 20,346 SH   SOLE   1,260 0 19,086
SYNOVUS FINL CORP CS 87161C501 3,683 127,030 SH   SOLE   0 0 127,030
SYSCO CORP CS 871829107 923 18,195 SH   SOLE   880 0 17,315
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 11,214 427,510 SH   SOLE   36,290 0 391,220
TORO CO CS 891092108 5,763 65,340 SH   SOLE   2,880 0 62,460
TRANSDIGM GROUP INC CS 893641100 336 1,275 SH   SOLE   90 0 1,185
TYSON FOODS INC CS 902494103 411 6,150 SH   SOLE   100 0 6,050
ULTA SALON COSMETCS N FRAG I CS 90384S303 16,554 67,945 SH   SOLE   25,160 0 42,785
VAIL RESORTS INC CS 91879Q109 2,314 16,740 SH   SOLE   8,790 0 7,950
VISTEON CORP CS 92839U206 1,790 27,194 SH   SOLE   110 0 27,084
WASTE MGMT INC DEL CS 94106L109 21,438 323,499 SH   SOLE   137,810 0 185,689
WEBMD HEALTH CORP CS 94770V102 11,446 196,975 SH   SOLE   51,940 0 145,035
WEC ENERGY GROUP INC COM CS 92939U106 7,118 109,000 SH   SOLE   109,000 0 0
WEINGARTEN RLTY INVS CS 948741103 1,152 28,210 SH   SOLE   0 0 28,210
WYNN RESORTS LTD CS 983134107 264 2,910 SH   SOLE   0 0 2,910
XCEL ENERGY INC CS 98389B100 7,418 165,660 SH   SOLE   910 0 164,750
XYLEM INC CS 98419M100 10,255 229,685 SH   SOLE   3,705 0 225,980