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 7,129 37,258 SH   SOLE   383 0 36,875
ACTIVISION BLIZZARD INC CS 00507V109 749 15,020 SH   SOLE   680 0 14,340
AFLAC INC CS 001055102 627 8,655 SH   SOLE   2,365 0 6,290
AGILENT TECHNOLOGIES INC CS 00846U101 282 5,340 SH   SOLE   0 0 5,340
AK STL HLDG CORP CS 001547108 143 19,930 SH   SOLE   0 0 19,930
ALASKA AIR GROUP INC CS 011659109 12,099 131,195 SH   SOLE   111,530 0 19,665
AMAZON COM INC CS 023135106 39,773 44,863 SH   SOLE   14,638 0 30,225
AMPHENOL CORP NEW CS 032095101 21,711 305,065 SH   SOLE   18,970 0 286,095
ANALOG DEVICES INC CS 032654105 852 10,400 SH   SOLE   79 0 10,321
ANSYS INC CS 03662Q105 266 2,490 SH   SOLE   0 0 2,490
AON PLC CS G0408V102 332 2,795 SH   SOLE   1,385 0 1,410
APPLE INC COM CS 037833100 13,674 95,180 SH   SOLE   57,635 0 37,545
APPLIED MATLS INC CS 038222105 4,432 113,931 SH   SOLE   8,220 0 105,711
ASPEN TECHNOLOGY INC CS 045327103 243 4,125 SH   SOLE   520 0 3,605
AUTODESK INC CS 052769106 6,306 72,925 SH   SOLE   11,790 0 61,135
BBANDT CORP CS 054937107 334 7,470 SH   SOLE   120 0 7,350
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 420 2,520 SH   SOLE   10 0 2,510
BOEING CO CS 097023105 587 3,320 SH   SOLE   530 0 2,790
BRINKS CO CS 109696104 3,390 63,420 SH   SOLE   63,420 0 0
BROWN AND BROWN INC CS 115236101 1,506 36,095 SH   SOLE   2,300 0 33,795
CBOE HLDGS INC CS 12503M108 300 3,700 SH   SOLE   30 0 3,670
CENTERPOINT ENERGY INC CS 15189T107 335 12,140 SH   SOLE   300 0 11,840
CHEESECAKE FACTORY INC CS 163072101 541 8,535 SH   SOLE   2,245 0 6,290
CHEMICAL FINL CORP CS 163731102 5,825 113,880 SH   SOLE   5,290 0 108,590
CISCO SYS INC CS 17275R102 948 28,050 SH   SOLE   3,330 0 24,720
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M241 3,642 176,020 SH   SOLE   12,680 0 163,340
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 3,590 169,723 SH   SOLE   12,175 0 157,548
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 3,624 170,725 SH   SOLE   12,275 0 158,450
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 3,667 174,185 SH   SOLE   12,495 0 161,690
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 3,620 170,494 SH   SOLE   12,245 0 158,249
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 3,608 168,693 SH   SOLE   12,115 0 156,578
COGNEX CORP CS 192422103 5,049 60,145 SH   SOLE   1,950 0 58,195
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 713 27,965 SH   SOLE   0 0 27,965
COMERICA INC CS 200340107 19,194 279,875 SH   SOLE   13,785 0 266,090
COMPUTER SCIENCES CORP CS 205363104 27,506 398,586 SH   SOLE   170,195 0 228,391
COPART INC CS 217204106 200 3,230 SH   SOLE   460 0 2,770
CORNING INC CS 219350105 14,837 549,500 SH   SOLE   386,080 0 163,420
CRANE CO CS 224399105 1,517 20,270 SH   SOLE   8,280 0 11,990
CSX CORP CS 126408103 2,980 64,020 SH   SOLE   5,770 0 58,250
CULLEN FROST BANKERS INC CS 229899109 10,292 115,675 SH   SOLE   106,285 0 9,390
DBX ETF TR EAFE CURR HDG ETF 233051200 849 28,680 SH   SOLE   0 0 28,680
DISNEY WALT CO CS 254687106 327 2,886 SH   SOLE   552 0 2,334
DOW CHEM CO CS 260543103 3,435 54,055 SH   SOLE   4,875 0 49,180
DU PONT E I DE NEMOURS AND CO CS 263534109 5,815 72,390 SH   SOLE   58,750 0 13,640
EAGLE MATERIALS INC CS 26969P108 18,130 186,640 SH   SOLE   97,310 0 89,330
EAST WEST BANCORP INC CS 27579R104 1,890 36,630 SH   SOLE   5,520 0 31,110
EMCOR GROUP INC CS 29084Q100 3,539 56,220 SH   SOLE   2,150 0 54,070
F5 NETWORKS INC CS 315616102 263 1,845 SH   SOLE   685 0 1,160
FEDEX CORP CS 31428X106 1,577 8,080 SH   SOLE   2,750 0 5,330
FERRARI N V COM CS N3167Y103 352 4,740 SH   SOLE   250 0 4,490
FIDELITY NATL INFORMATION SV CS 31620M106 13,713 172,235 SH   SOLE   5,760 0 166,475
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 301 8,280 SH   SOLE   0 0 8,280
FIRST TR NASDAQ ABA CMNTY BK U ETF 33736Q104 801 15,830 SH   SOLE   0 0 15,830
GALAPAGOS NV ADR 36315X101 261 3,025 SH   SOLE   0 0 3,025
GALLAGHER ARTHUR J AND CO CS 363576109 5,215 92,230 SH   SOLE   1,740 0 90,490
GENTEX CORP CS 371901109 611 28,640 SH   SOLE   8,280 0 20,360
GOLDMAN SACHS GROUP INC CS 38141G104 11,089 48,270 SH   SOLE   44,560 0 3,710
GRACO INC CS 384109104 657 6,975 SH   SOLE   165 0 6,810
HANCOCK HLDG CO CS 410120109 1,799 39,490 SH   SOLE   8,260 0 31,230
HARRIS CORP DEL CS 413875105 7,981 71,730 SH   SOLE   2,300 0 69,430
HAWAIIAN HOLDINGS INC CS 419879101 242 5,200 SH   SOLE   0 0 5,200
HEWLETT PACKARD ENTERPRISE C CS 42824C109 17,137 723,100 SH   SOLE   18,700 0 704,400
HONEYWELL INTL INC CS 438516106 209 1,670 SH   SOLE   870 0 800
HUNTINGTON INGALLS INDS INC CS 446413106 9,914 49,510 SH   SOLE   48,860 0 650
IDEX CORP CS 45167R104 10,286 109,995 SH   SOLE   94,930 0 15,065
II VI INC CS 902104108 378 10,490 SH   SOLE   2,280 0 8,210
ILLINOIS TOOL WKS INC CS 452308109 19,733 148,965 SH   SOLE   1,390 0 147,575
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 603 18,610 SH   SOLE   0 0 18,610
INGERSOLL-RAND PLC CS G47791101 588 7,235 SH   SOLE   1,295 0 5,940
INTERDIGITAL INC CS 45867G101 2,599 30,120 SH   SOLE   1,090 0 29,030
ISHARES TR DJ AEROSPACE ETF 464288760 775 5,210 SH   SOLE   0 0 5,210
ISHARES TR DJ BROKER-DEAL ETF 464288794 833 16,250 SH   SOLE   0 0 16,250
ISHARES TR GLDM SCHS SEMI ETF 464287523 486 3,550 SH   SOLE   0 0 3,550
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,043 8,250 SH   SOLE   0 0 8,250
ISHARES TR TRANSP AVE IDX ETF 464287192 725 4,420 SH   SOLE   0 0 4,420
J P MORGAN CHASE AND CO CS 46625H100 740 8,424 SH   SOLE   284 0 8,140
J2 GLOBAL INC CS 48123V102 936 11,160 SH   SOLE   950 0 10,210
JOHNSON AND JOHNSON CS 478160104 276 2,216 SH   SOLE   656 0 1,560
KLA-TENCOR CORP CS 482480100 19,068 200,570 SH   SOLE   61,480 0 139,090
LEIDOS HLDGS INC CS 525327102 6,348 124,125 SH   SOLE   121,020 0 3,105
LINCOLN ELEC HLDGS INC CS 533900106 8,883 102,270 SH   SOLE   72,340 0 29,930
LITTELFUSE INC CS 537008104 1,290 8,070 SH   SOLE   290 0 7,780
MARKETAXESS HLDGS INC CS 57060D108 12,288 65,540 SH   SOLE   59,250 0 6,290
MARRIOTT INTL INC NEW CS 571903202 18,076 191,930 SH   SOLE   128,110 0 63,820
MARTIN MARIETTA MATLS INC CS 573284106 17,407 79,755 SH   SOLE   35,345 0 44,410
MASTERCARD INCORPORATED CL A CS 57636Q104 1,512 13,441 SH   SOLE   1,830 0 11,611
MERCADOLIBRE INC CS 58733R102 3,929 18,580 SH   SOLE   900 0 17,680
METTLER TOLEDO INTERNATIONAL CS 592688105 584 1,220 SH   SOLE   0 0 1,220
MGM MIRAGE CS 552953101 262 9,560 SH   SOLE   0 0 9,560
MICROCHIP TECHNOLOGY INC CS 595017104 16,059 217,660 SH   SOLE   141,680 0 75,980
MICROSOFT CORP CS 594918104 14,925 226,615 SH   SOLE   3,838 0 222,777
MONOLITHIC PWR SYS INC CS 609839105 2,368 25,715 SH   SOLE   10,305 0 15,410
MORGAN STANLEY CS 617446448 15,674 365,880 SH   SOLE   30,540 0 335,340
MSC INDL DIRECT INC CS 553530106 5,035 49,000 SH   SOLE   5,860 0 43,140
NANOMETRICS INC CS 630077105 343 11,250 SH   SOLE   2,500 0 8,750
NATIONAL PRESTO INDS INC CS 637215104 299 2,930 SH   SOLE   0 0 2,930
NCR CORP NEW CS 62886E108 4,080 89,320 SH   SOLE   13,010 0 76,310
NETEASE COM INC ADR 64110W102 19,079 67,180 SH   SOLE   37,170 0 30,010
NORDSON CORP CS 655663102 9,365 76,235 SH   SOLE   22,265 0 53,970
NORFOLK SOUTHERN CORP CS 655844108 18,259 163,070 SH   SOLE   10,430 0 152,640
NORTHERN TR CORP CS 665859104 9,693 111,955 SH   SOLE   4,305 0 107,650
NUCOR CORP CS 670346105 335 5,607 SH   SOLE   190 0 5,417
NUVASIVE INC CS 670704105 237 3,174 SH   SOLE   0 0 3,174
NVIDIA CORP CS 67066G104 13,830 126,962 SH   SOLE   70,535 0 56,427
OMNICOM GROUP INC CS 681919106 2,307 26,755 SH   SOLE   1,130 0 25,625
PACKAGING CORP AMER CS 695156109 4,283 46,748 SH   SOLE   4,880 0 41,868
POWERSHARES ETF TR II SANDP SM ETF 73937B860 773 10,590 SH   SOLE   0 0 10,590
POWERSHARES ETF TR II SANDP SM ETF 73937B852 457 9,740 SH   SOLE   0 0 9,740
PRINCIPAL FINANCIAL GROUP IN CS 74251V102 417 6,610 SH   SOLE   150 0 6,460
PROGRESSIVE CORP OHIO CS 743315103 6,395 163,220 SH   SOLE   0 0 163,220
PTC INC CS 69370C100 9,445 179,740 SH   SOLE   178,540 0 1,200
QUEST DIAGNOSTICS INC CS 74834L100 8,592 87,505 SH   SOLE   4,070 0 83,435
RAYMOND JAMES FINANCIAL INC CS 754730109 7,545 98,940 SH   SOLE   12,060 0 86,880
RAYTHEON CO CS 755111507 24,907 163,322 SH   SOLE   7,675 0 155,647
RENAISSANCE RE HLDGS LTD CS G7496G103 10,290 71,140 SH   SOLE   71,000 0 140
ROPER INDS INC NEW CS 776696106 776 3,760 SH   SOLE   420 0 3,340
SCHWAB CHARLES CORP NEW CS 808513105 16,906 414,255 SH   SOLE   20,875 0 393,380
SONOCO PRODS CO CS 835495102 7,406 139,950 SH   SOLE   18,290 0 121,660
SPDR INDEX SHS FDS INTL TECH E ETF 78463X657 358 9,180 SH   SOLE   0 0 9,180
STANLEY BLACK N DECKER INC CS 854502101 2,714 20,426 SH   SOLE   1,260 0 19,166
SUNTRUST BKS INC CS 867914103 24,275 438,970 SH   SOLE   223,770 0 215,200
SVB FINL GROUP CS 78486Q101 467 2,510 SH   SOLE   460 0 2,050
SYNOPSYS INC CS 871607107 1,116 15,470 SH   SOLE   1,630 0 13,840
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 14,039 427,505 SH   SOLE   31,670 0 395,835
TETRA TECH INC NEW CS 88162G103 2,172 53,180 SH   SOLE   1,680 0 51,500
TORCHMARK CORP CS 891027104 1,253 16,260 SH   SOLE   2,850 0 13,410
TORO CO CS 891092108 8,417 134,755 SH   SOLE   8,960 0 125,795
ULTA SALON COSMETCS N FRAG I CS 90384S303 18,579 65,137 SH   SOLE   25,170 0 39,967
UNITED CONTL HLDGS INC CS 910047109 1,859 26,320 SH   SOLE   3,030 0 23,290
VAIL RESORTS INC CS 91879Q109 4,403 22,945 SH   SOLE   9,120 0 13,825
VISTEON CORP CS 92839U206 6,894 70,380 SH   SOLE   8,250 0 62,130
WASTE CONNECTIONS INC CS 94106B101 1,795 20,350 SH   SOLE   2,410 0 17,940
WASTE MGMT INC DEL CS 94106L109 26,057 357,334 SH   SOLE   165,675 0 191,659
WENDYS CO CS 95058W100 3,172 233,080 SH   SOLE   4,910 0 228,170
WESTERN DIGITAL CORP CS 958102105 295 3,580 SH   SOLE   0 0 3,580
WOODWARD GOVERNOR CO CS 980745103 573 8,440 SH   SOLE   400 0 8,040
WORTHINGTON INDS INC CS 981811102 2,321 51,470 SH   SOLE   12,120 0 39,350
WYNN RESORTS LTD CS 983134107 366 3,190 SH   SOLE   0 0 3,190
XILINX INC CS 983919101 207 3,577 SH   SOLE   0 0 3,577
XYLEM INC CS 98419M100 11,011 219,265 SH   SOLE   5,235 0 214,030