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 6,766 37,888 SH   SOLE   383 0 37,505
AFLAC INC CS 001055102 1,009 14,495 SH   SOLE   3,765 0 10,730
AK STL HLDG CORP CS 001547108 8,397 822,380 SH   SOLE   417,050 0 405,330
ALASKA AIR GROUP INC CS 011659109 3,506 39,515 SH   SOLE   39,000 0 515
ALIGN TECHNOLOGY INC CS 016255101 10,144 105,520 SH   SOLE   12,575 0 92,945
ALPHABET INC CAP STK CL C CS 02079K107 15,319 19,848 SH   SOLE   10,761 0 9,087
AMAZON COM INC CS 023135106 31,578 42,111 SH   SOLE   11,783 0 30,328
AMPHENOL CORP NEW CS 032095101 20,273 301,675 SH   SOLE   15,700 0 285,975
ANSYS INC CS 03662Q105 211 2,280 SH   SOLE   0 0 2,280
AON PLC CS G0408V102 340 3,045 SH   SOLE   1,385 0 1,660
APPLIED MATLS INC CS 038222105 3,650 113,121 SH   SOLE   6,780 0 106,341
AUTODESK INC CS 052769106 4,122 55,700 SH   SOLE   4,550 0 51,150
BBANDT CORP CS 054937107 347 7,390 SH   SOLE   120 0 7,270
BRINKS CO CS 109696104 2,616 63,420 SH   SOLE   63,420 0 0
BROWN AND BROWN INC CS 115236101 1,619 36,095 SH   SOLE   2,300 0 33,795
CENTERPOINT ENERGY INC CS 15189T107 294 11,930 SH   SOLE   300 0 11,630
CHEESECAKE FACTORY INC CS 163072101 260 4,340 SH   SOLE   1,255 0 3,085
CHEMICAL FINL CORP CS 163731102 6,181 114,100 SH   SOLE   5,170 0 108,930
CHUBB LIMITED COM CS H1467J104 6,636 50,228 SH   SOLE   1,905 0 48,323
CISCO SYS INC CS 17275R102 810 26,810 SH   SOLE   2,530 0 24,280
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M241 3,030 148,040 SH   SOLE   9,620 0 138,420
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 3,058 144,253 SH   SOLE   9,165 0 135,088
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 3,056 145,588 SH   SOLE   9,265 0 136,323
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 3,081 145,480 SH   SOLE   9,275 0 136,205
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 3,114 148,835 SH   SOLE   9,495 0 139,340
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 3,081 145,724 SH   SOLE   9,265 0 136,459
COGNEX CORP CS 192422103 3,742 58,815 SH   SOLE   1,310 0 57,505
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 876 38,780 SH   SOLE   0 0 38,780
COMERICA INC CS 200340107 18,959 278,360 SH   SOLE   12,310 0 266,050
COMPUTER SCIENCES CORP CS 205363104 24,178 406,903 SH   SOLE   146,545 0 260,358
CORNING INC CS 219350105 9,803 403,910 SH   SOLE   239,790 0 164,120
CRANE CO CS 224399105 1,150 15,940 SH   SOLE   5,640 0 10,300
CSX CORP CS 126408103 1,834 51,030 SH   SOLE   5,500 0 45,530
CULLEN FROST BANKERS INC CS 229899109 7,253 82,205 SH   SOLE   74,195 0 8,010
DBX ETF TR EAFE CURR HDG ETF 233051200 1,052 37,500 SH   SOLE   0 0 37,500
DISNEY WALT CO CS 254687106 236 2,264 SH   SOLE   120 0 2,144
DONALDSON INC CS 257651109 234 5,570 SH   SOLE   1,540 0 4,030
DOW CHEM CO CS 260543103 2,984 52,145 SH   SOLE   3,945 0 48,200
EAGLE MATERIALS INC CS 26969P108 9,272 94,100 SH   SOLE   33,770 0 60,330
EMCOR GROUP INC CS 29084Q100 6,586 93,080 SH   SOLE   3,060 0 90,020
F5 NETWORKS INC CS 315616102 397 2,740 SH   SOLE   525 0 2,215
FEDEX CORP CS 31428X106 1,164 6,250 SH   SOLE   1,730 0 4,520
FERRARI N V COM CS N3167Y103 207 3,560 SH   SOLE   0 0 3,560
FIDELITY NATL INFORMATION SV CS 31620M106 12,949 171,195 SH   SOLE   5,760 0 165,435
FINISAR CORP CS 31787A507 2,445 80,765 SH   SOLE   26,825 0 53,940
FIRST HAWAIIAN INC CS 32051X108 303 8,710 SH   SOLE   0 0 8,710
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 370 11,480 SH   SOLE   0 0 11,480
FIRST TR NASDAQ ABA CMNTY BK U ETF 33736Q104 1,070 20,270 SH   SOLE   0 0 20,270
GALLAGHER ARTHUR J AND CO CS 363576109 4,955 95,370 SH   SOLE   1,740 0 93,630
GENERAL ELEC CO CS 369604103 377 11,935 SH   SOLE   4,000 0 7,935
GOLDMAN SACHS GROUP INC CS 38141G104 5,057 21,120 SH   SOLE   21,100 0 20
HANCOCK HLDG CO CS 410120109 1,557 36,130 SH   SOLE   6,670 0 29,460
HARRIS CORP DEL CS 413875105 7,655 74,700 SH   SOLE   2,300 0 72,400
HAWAIIAN HOLDINGS INC CS 419879101 220 3,860 SH   SOLE   0 0 3,860
HEWLETT PACKARD ENTERPRISE C CS 42824C109 16,858 728,510 SH   SOLE   16,140 0 712,370
HUNTINGTON INGALLS INDS INC CS 446413106 5,625 30,540 SH   SOLE   30,380 0 160
IDEX CORP CS 45167R104 9,623 106,855 SH   SOLE   93,150 0 13,705
IHS MARKIT LTD SHS CS G47567105 1,131 31,940 SH   SOLE   0 0 31,940
II VI INC CS 902104108 296 9,980 SH   SOLE   2,280 0 7,700
ILLINOIS TOOL WKS INC CS 452308109 18,329 149,675 SH   SOLE   1,390 0 148,285
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 771 24,530 SH   SOLE   0 0 24,530
INGERSOLL-RAND PLC CS G47791101 445 5,925 SH   SOLE   385 0 5,540
INNOPHOS HOLDINGS INC CS 45774N108 639 12,235 SH   SOLE   2,270 0 9,965
INTERDIGITAL INC CS 45867G101 2,867 31,390 SH   SOLE   890 0 30,500
INTERPUBLIC GROUP COS INC CS 460690100 4,516 192,930 SH   SOLE   4,915 0 188,015
ISHARES TR DJ AEROSPACE ETF 464288760 950 6,760 SH   SOLE   0 0 6,760
ISHARES TR DJ BROKER-DEAL ETF 464288794 1,038 20,980 SH   SOLE   0 0 20,980
ISHARES TR DJ US CON CYCL ETF 464287580 1,011 6,695 SH   SOLE   0 0 6,695
ISHARES TR GLDM SCHS SEMI ETF 464287523 601 4,900 SH   SOLE   0 0 4,900
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,192 10,950 SH   SOLE   0 0 10,950
ISHARES TR ZEALAND INVST ETF 464289123 437 10,990 SH   SOLE   0 0 10,990
J P MORGAN CHASE AND CO CS 46625H100 715 8,281 SH   SOLE   271 0 8,010
JACK IN THE BOX INC CS 466367109 294 2,630 SH   SOLE   920 0 1,710
JOHNSON AND JOHNSON CS 478160104 314 2,729 SH   SOLE   656 0 2,073
KLA-TENCOR CORP CS 482480100 14,973 190,300 SH   SOLE   60,140 0 130,160
LEIDOS HLDGS INC CS 525327102 211 4,125 SH   SOLE   1,020 0 3,105
LINEAR TECHNOLOGY CORP CS 535678106 1,509 24,200 SH   SOLE   40 0 24,160
MANTECH INTL CORP CS 564563104 1,393 32,970 SH   SOLE   6,445 0 26,525
MARKETAXESS HLDGS INC CS 57060D108 7,925 53,940 SH   SOLE   48,570 0 5,370
MARTIN MARIETTA MATLS INC CS 573284106 18,005 81,275 SH   SOLE   35,345 0 45,930
MASTERCARD INCORPORATED CL A CS 57636Q104 1,371 13,281 SH   SOLE   1,760 0 11,521
MERCADOLIBRE INC CS 58733R102 2,725 17,450 SH   SOLE   750 0 16,700
METTLER TOLEDO INTERNATIONAL CS 592688105 544 1,300 SH   SOLE   0 0 1,300
MGM MIRAGE CS 552953101 22,138 767,865 SH   SOLE   296,725 0 471,140
MICROCHIP TECHNOLOGY INC CS 595017104 9,003 140,340 SH   SOLE   67,300 0 73,040
MICROSOFT CORP CS 594918104 14,232 229,035 SH   SOLE   3,088 0 225,947
MONOLITHIC PWR SYS INC CS 609839105 1,734 21,165 SH   SOLE   7,585 0 13,580
MORGAN STANLEY CS 617446448 6,901 163,330 SH   SOLE   14,750 0 148,580
MSC INDL DIRECT INC CS 553530106 262 2,840 SH   SOLE   1,550 0 1,290
NATIONAL PRESTO INDS INC CS 637215104 266 2,500 SH   SOLE   0 0 2,500
NETEASE COM INC ADR 64110W102 13,416 62,300 SH   SOLE   33,050 0 29,250
NORDSON CORP CS 655663102 8,501 75,865 SH   SOLE   22,265 0 53,600
NORTHERN TR CORP CS 665859104 9,381 105,345 SH   SOLE   3,065 0 102,280
NUCOR CORP CS 670346105 320 5,380 SH   SOLE   90 0 5,290
NVIDIA CORP CS 67066G104 28,127 263,513 SH   SOLE   140,120 0 123,393
OMNICOM GROUP INC CS 681919106 2,315 27,205 SH   SOLE   1,130 0 26,075
PACKAGING CORP AMER CS 695156109 3,504 41,308 SH   SOLE   2,450 0 38,858
PAPA JOHNS INTL INC CS 698813102 1,125 13,150 SH   SOLE   1,960 0 11,190
POWERSHARES ETF TR II SANDP SM ETF 73937B860 929 13,340 SH   SOLE   0 0 13,340
POWERSHARES ETF TR II SANDP SM ETF 73937B852 541 11,340 SH   SOLE   0 0 11,340
PRINCIPAL FINANCIAL GROUP IN CS 74251V102 371 6,420 SH   SOLE   150 0 6,270
PROGRESSIVE CORP OHIO CS 743315103 5,999 168,990 SH   SOLE   0 0 168,990
PTC INC CS 69370C100 7,761 167,740 SH   SOLE   166,540 0 1,200
QUEST DIAGNOSTICS INC CS 74834L100 8,153 88,715 SH   SOLE   3,560 0 85,155
RAYMOND JAMES FINANCIAL INC CS 754730109 6,572 94,880 SH   SOLE   9,270 0 85,610
RAYTHEON CO CS 755111507 23,156 163,072 SH   SOLE   6,345 0 156,727
RENAISSANCE RE HLDGS LTD CS G7496G103 7,797 57,240 SH   SOLE   57,100 0 140
SCHWAB CHARLES CORP NEW CS 808513105 16,214 410,785 SH   SOLE   16,975 0 393,810
SENSIENT TECHNOLOGIES CORP CS 81725T100 421 5,360 SH   SOLE   1,070 0 4,290
SONOCO PRODS CO CS 835495102 7,081 134,370 SH   SOLE   15,220 0 119,150
STANLEY BLACK N DECKER INC CS 854502101 2,472 21,556 SH   SOLE   1,260 0 20,296
SUNTRUST BKS INC CS 867914103 20,802 379,250 SH   SOLE   169,050 0 210,200
SYNOPSYS INC CS 871607107 918 15,590 SH   SOLE   1,630 0 13,960
SYSCO CORP CS 871829107 1,070 19,325 SH   SOLE   990 0 18,335
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 11,896 413,765 SH   SOLE   24,870 0 388,895
TETRA TECH INC NEW CS 88162G103 2,342 54,270 SH   SOLE   1,680 0 52,590
TORCHMARK CORP CS 891027104 1,200 16,270 SH   SOLE   2,850 0 13,420
TORO CO CS 891092108 7,705 137,715 SH   SOLE   8,080 0 129,635
ULTA SALON COSMETCS N FRAG I CS 90384S303 16,813 65,947 SH   SOLE   25,170 0 40,777
UNITED CONTL HLDGS INC CS 910047109 1,697 23,280 SH   SOLE   3,970 0 19,310
UNITED PARCEL SERVICE INC CS 911312106 18,285 159,495 SH   SOLE   67,365 0 92,130
VAIL RESORTS INC CS 91879Q109 3,224 19,985 SH   SOLE   7,470 0 12,515
VISTEON CORP CS 92839U206 754 9,390 SH   SOLE   1,420 0 7,970
WASTE CONNECTIONS INC CS 94106B101 1,834 23,330 SH   SOLE   2,110 0 21,220
WASTE MGMT INC DEL CS 94106L109 22,778 321,229 SH   SOLE   132,440 0 188,789
WENDYS CO CS 95058W100 3,194 236,240 SH   SOLE   2,720 0 233,520
WOODWARD GOVERNOR CO CS 980745103 583 8,440 SH   SOLE   400 0 8,040
WORTHINGTON INDS INC CS 981811102 2,284 48,150 SH   SOLE   10,200 0 37,950
WYNN RESORTS LTD CS 983134107 252 2,910 SH   SOLE   0 0 2,910
XYLEM INC CS 98419M100 10,702 216,120 SH   SOLE   5,235 0 210,885