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 6,726 38,168 SH   SOLE   343 0 37,825
ACTIVISION BLIZZARD INC CS 00507V109 19,020 429,342 SH   SOLE   185,000 0 244,342
ACUITY BRANDS INC CS 00508Y102 321 1,215 SH   SOLE   0 0 1,215
AFLAC INC CS 001055102 1,149 15,985 SH   SOLE   3,735 0 12,250
ALIGN TECHNOLOGY INC CS 016255101 9,934 105,960 SH   SOLE   11,295 0 94,665
ALPHABET INC CAP STK CL C CS 02079K107 15,431 19,852 SH   SOLE   10,701 0 9,151
AMAZON COM INC CS 023135106 35,288 42,144 SH   SOLE   11,534 0 30,610
AMPHENOL CORP NEW CS 032095101 19,609 302,050 SH   SOLE   12,910 0 289,140
ANSYS INC CS 03662Q105 211 2,280 SH   SOLE   0 0 2,280
AON PLC CS G0408V102 343 3,045 SH   SOLE   1,385 0 1,660
APPLIED MATLS INC CS 038222105 3,456 114,631 SH   SOLE   6,480 0 108,151
ASSURANT INC CS 04621X108 5,179 56,145 SH   SOLE   0 0 56,145
AT AND T INC CS 00206R102 26,182 644,711 SH   SOLE   201,517 0 443,194
ATMOS ENERGY CORP CS 049560105 8,368 112,369 SH   SOLE   6,745 0 105,624
B N G FOODS INC NEW CS 05508R106 6,398 130,095 SH   SOLE   2,780 0 127,315
BANK HAWAII CORP CS 062540109 230 3,165 SH   SOLE   0 0 3,165
BEMIS INC CS 081437105 3,571 70,000 SH   SOLE   70,000 0 0
BROWN AND BROWN INC CS 115236101 1,361 36,095 SH   SOLE   2,300 0 33,795
CA INC CS 12673P105 1,214 36,710 SH   SOLE   2,050 0 34,660
CADENCE DESIGN SYSTEM INC CS 127387108 13,259 519,365 SH   SOLE   27,700 0 491,665
CBOE HLDGS INC CS 12503M108 1,076 16,585 SH   SOLE   360 0 16,225
CENTERPOINT ENERGY INC CS 15189T107 307 13,220 SH   SOLE   90 0 13,130
CHUBB LIMITED COM CS H1467J104 6,434 51,205 SH   SOLE   1,905 0 49,300
CISCO SYS INC CS 17275R102 662 20,880 SH   SOLE   2,790 0 18,090
CLAYMORE ETF TRUST 2 SNP GBL W ETF 18383Q507 670 21,670 SH   SOLE   0 0 21,670
CLAYMORE EXCHANGE TRADED FD CO ETF 18383M548 2,779 122,517 SH   SOLE   7,445 0 115,072
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 2,934 135,515 SH   SOLE   8,215 0 127,300
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 2,825 132,500 SH   SOLE   8,035 0 124,465
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 2,919 135,133 SH   SOLE   8,185 0 126,948
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 2,881 132,693 SH   SOLE   8,035 0 124,658
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 2,852 133,279 SH   SOLE   8,055 0 125,224
CMS ENERGY CORP CS 125896100 8,709 207,315 SH   SOLE   0 0 207,315
COCA COLA EUROPEAN PARTNERS CS G25839104 547 13,700 SH   SOLE   0 0 13,700
COMPUTER SCIENCES CORP CS 205363104 21,362 409,158 SH   SOLE   144,175 0 264,983
CONSOLIDATED EDISON INC CS 209115104 625 8,300 SH   SOLE   90 0 8,210
CONSTELLATION BRANDS INC CS 21036P108 4,827 28,990 SH   SOLE   3,790 0 25,200
CONVERGYS CORP CS 212485106 460 15,130 SH   SOLE   0 0 15,130
CROWN CASTLE INTL CORP NEW CS 22822V101 1,562 16,580 SH   SOLE   4,350 0 12,230
DANAHER CORP DEL CS 235851102 208 2,650 SH   SOLE   0 0 2,650
DIGITAL RLTY TR INC CS 253868103 7,359 75,775 SH   SOLE   72,265 0 3,510
DUN AND BRADSTREET CORP DEL NE CS 26483E100 5,033 36,840 SH   SOLE   1,290 0 35,550
EGA EMERGING GLOBAL SHS TR EGS ETF 26846L304 661 28,080 SH   SOLE   0 0 28,080
EMCOR GROUP INC CS 29084Q100 5,404 90,640 SH   SOLE   3,060 0 87,580
FAIR ISAAC CORP CS 303250104 206 1,650 SH   SOLE   0 0 1,650
FEDERAL REALTY INVT TR CS 313747206 4,597 29,865 SH   SOLE   120 0 29,745
FIDELITY NATL INFORMATION SV CS 31620M106 13,778 178,865 SH   SOLE   5,650 0 173,215
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 278 7,700 SH   SOLE   0 0 7,700
FORTINET INC CS 34959E109 218 5,895 SH   SOLE   0 0 5,895
GALLAGHER ARTHUR J AND CO CS 363576109 4,867 95,670 SH   SOLE   1,660 0 94,010
GENERAL ELEC CO CS 369604103 328 11,082 SH   SOLE   4,000 0 7,082
GLOBAL PMTS INC CS 37940X102 4,544 59,195 SH   SOLE   0 0 59,195
HARRIS CORP DEL CS 413875105 6,749 73,670 SH   SOLE   2,210 0 71,460
HEWLETT PACKARD ENTERPRISE C CS 42824C109 10,770 473,390 SH   SOLE   6,970 0 466,420
IDEX CORP CS 45167R104 9,792 104,645 SH   SOLE   91,930 0 12,715
IHS MARKIT LTD SHS CS G47567105 1,267 33,730 SH   SOLE   430 0 33,300
ILLINOIS TOOL WKS INC CS 452308109 18,448 153,935 SH   SOLE   1,280 0 152,655
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 559 17,500 SH   SOLE   0 0 17,500
INTERCONTINENTALEXCHANGE GRO CS 45866F104 13,231 49,120 SH   SOLE   1,840 0 47,280
INTERNATIONAL FLAVORSANDFRAGRA CS 459506101 4,603 32,195 SH   SOLE   1,800 0 30,395
INTERPUBLIC GROUP COS INC CS 460690100 4,556 203,860 SH   SOLE   4,715 0 199,145
INTUITIVE SURGICAL INC CS 46120E602 26,416 36,444 SH   SOLE   12,469 0 23,975
IRON MTN INC NEW CS 46284V101 266 7,090 SH   SOLE   2,010 0 5,080
ISHARES INC MSCI BELGIUM ETF 464286301 448 23,780 SH   SOLE   0 0 23,780
ISHARES TR DJ AEROSPACE ETF 464288760 804 6,230 SH   SOLE   0 0 6,230
ISHARES TR DJ CON NON CYCL ETF 464287812 1,133 9,950 SH   SOLE   0 0 9,950
ISHARES TR DJ MED DEVICES ETF 464288810 548 3,770 SH   SOLE   0 0 3,770
ISHARES TR DJ US CON CYCL ETF 464287580 1,057 7,185 SH   SOLE   0 0 7,185
ISHARES TR GLDM SCHS SEMI ETF 464287523 446 3,950 SH   SOLE   0 0 3,950
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,330 11,710 SH   SOLE   0 0 11,710
ISHARES TR MSCI DENMRK CP ETF 46429B523 483 8,700 SH   SOLE   0 0 8,700
ISHARES TR SANDP GBL TELCM ETF 464287275 977 15,790 SH   SOLE   0 0 15,790
ISHARES TR ZEALAND INVST ETF 464289123 556 11,860 SH   SOLE   0 0 11,860
JOHNSON AND JOHNSON CS 478160104 266 2,251 SH   SOLE   656 0 1,595
KELLOGG CO CS 487836108 452 5,830 SH   SOLE   80 0 5,750
KIMBERLY CLARK CORP CS 494368103 374 2,965 SH   SOLE   2,150 0 815
KLA-TENCOR CORP CS 482480100 13,532 194,115 SH   SOLE   60,140 0 133,975
L-3 COMMUNICATIONS HLDGS INC CS 502424104 306 2,028 SH   SOLE   420 0 1,608
LAUDER ESTEE COS INC CS 518439104 1,359 15,345 SH   SOLE   205 0 15,140
LOCKHEED MARTIN CORP CS 539830109 912 3,805 SH   SOLE   220 0 3,585
MANTECH INTL CORP CS 564563104 1,260 33,420 SH   SOLE   6,315 0 27,105
MARTIN MARIETTA MATLS INC CS 573284106 14,613 81,585 SH   SOLE   35,325 0 46,260
MATTEL INC CS 577081102 4,268 140,955 SH   SOLE   2,915 0 138,040
MAZOR ROBOTICS LTD ADR 57886P103 406 15,680 SH   SOLE   4,670 0 11,010
MCCORMICK AND CO INC CS 579780206 7,034 70,400 SH   SOLE   67,000 0 3,400
METTLER TOLEDO INTERNATIONAL CS 592688105 554 1,320 SH   SOLE   0 0 1,320
MICROCHIP TECHNOLOGY INC CS 595017104 6,257 100,700 SH   SOLE   66,640 0 34,060
MICROSOFT CORP CS 594918104 13,393 232,526 SH   SOLE   1,473 0 231,053
MID-AMER APT CMNTYS INC CS 59522J103 477 5,080 SH   SOLE   0 0 5,080
MOLSON COORS BREWING CO CS 60871R209 14,263 129,903 SH   SOLE   75,820 0 54,083
MONOLITHIC PWR SYS INC CS 609839105 1,307 16,230 SH   SOLE   5,140 0 11,090
MSCI INC CS 55354G100 9,050 107,815 SH   SOLE   93,250 0 14,565
NANOMETRICS INC CS 630077105 258 11,540 SH   SOLE   2,500 0 9,040
NASDAQ STOCK MARKET INC CS 631103108 17,271 255,715 SH   SOLE   101,415 0 154,300
NATIONAL PRESTO INDS INC CS 637215104 292 3,330 SH   SOLE   0 0 3,330
NETEASE COM INC ADR 64110W102 15,504 64,390 SH   SOLE   33,050 0 31,340
NIELSEN HLDGS PLC CS G6518L108 1,300 24,269 SH   SOLE   6,855 0 17,414
NORDSON CORP CS 655663102 216 2,170 SH   SOLE   0 0 2,170
NVIDIA CORP CS 67066G104 24,679 360,173 SH   SOLE   193,180 0 166,993
OLD REP INTL CORP CS 680223104 949 53,875 SH   SOLE   1,390 0 52,485
OMNICOM GROUP INC CS 681919106 2,321 27,305 SH   SOLE   1,130 0 26,175
ORBCOMM INC CS 68555P100 299 29,160 SH   SOLE   3,970 0 25,190
PACKAGING CORP AMER CS 695156109 1,529 18,810 SH   SOLE   680 0 18,130
PAPA JOHNS INTL INC CS 698813102 840 10,656 SH   SOLE   790 0 9,866
POST HLDGS INC CS 737446104 251 3,250 SH   SOLE   0 0 3,250
POWERSHARES ETF TR II SANDP SM ETF 73937B886 889 12,015 SH   SOLE   0 0 12,015
POWERSHARES ETF TR II SANDP SM ETF 73937B860 903 14,230 SH   SOLE   0 0 14,230
PROCTER AND GAMBLE CO CS 742718109 520 5,796 SH   SOLE   466 0 5,330
PROGRESSIVE CORP OHIO CS 743315103 5,737 182,120 SH   SOLE   170 0 181,950
QUEST DIAGNOSTICS INC CS 74834L100 7,555 89,275 SH   SOLE   3,070 0 86,205
RAYTHEON CO CS 755111507 22,449 164,910 SH   SOLE   5,595 0 159,315
REALTY INCOME CORP CS 756109104 511 7,630 SH   SOLE   0 0 7,630
RENAISSANCE RE HLDGS LTD CS G7496G103 6,878 57,240 SH   SOLE   57,100 0 140
SENSIENT TECHNOLOGIES CORP CS 81725T100 376 4,955 SH   SOLE   765 0 4,190
SHERWIN WILLIAMS CO CS 824348106 1,645 5,945 SH   SOLE   265 0 5,680
SIMON PPTY GROUP INC NEW CS 828806109 366 1,770 SH   SOLE   30 0 1,740
SONOCO PRODS CO CS 835495102 6,958 131,700 SH   SOLE   13,170 0 118,530
STANLEY BLACK N DECKER INC CS 854502101 2,614 21,256 SH   SOLE   1,260 0 19,996
SURMODICS INC CS 868873100 255 8,470 SH   SOLE   930 0 7,540
SYNOPSYS INC CS 871607107 896 15,100 SH   SOLE   1,440 0 13,660
SYSCO CORP CS 871829107 975 19,885 SH   SOLE   880 0 19,005
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 12,856 420,275 SH   SOLE   21,450 0 398,825
TANGER FACTORY OUTLET CTRS I CS 875465106 459 11,770 SH   SOLE   470 0 11,300
TETRA TECH INC NEW CS 88162G103 2,123 59,860 SH   SOLE   1,570 0 58,290
TORO CO CS 891092108 6,459 137,890 SH   SOLE   7,620 0 130,270
TRANSDIGM GROUP INC CS 893641100 9,220 31,890 SH   SOLE   25,940 0 5,950
TYSON FOODS INC CS 902494103 475 6,360 SH   SOLE   100 0 6,260
ULTA SALON COSMETCS N FRAG I CS 90384S303 16,134 67,797 SH   SOLE   25,150 0 42,647
VAIL RESORTS INC CS 91879Q109 2,870 18,295 SH   SOLE   6,620 0 11,675
VANECK VECTORS ETF TR GOLD MIN ETF 92189F106 383 14,480 SH   SOLE   0 0 14,480
WASTE CONNECTIONS INC CS 94106B101 1,639 21,946 SH   SOLE   1,560 0 20,386
WASTE MGMT INC DEL CS 94106L109 20,621 323,414 SH   SOLE   130,490 0 192,924
WEC ENERGY GROUP INC COM CS 92939U106 5,329 89,000 SH   SOLE   89,000 0 0
WEINGARTEN RLTY INVS CS 948741103 1,100 28,210 SH   SOLE   0 0 28,210
WOODWARD GOVERNOR CO CS 980745103 437 6,990 SH   SOLE   400 0 6,590
WORTHINGTON INDS INC CS 981811102 1,905 39,660 SH   SOLE   6,390 0 33,270
WYNN RESORTS LTD CS 983134107 283 2,900 SH   SOLE   0 0 2,900
XCEL ENERGY INC CS 98389B100 5,240 127,380 SH   SOLE   910 0 126,470
XYLEM INC CS 98419M100 11,981 228,425 SH   SOLE   4,965 0 223,460