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 7,264 34,609 SH   SOLE   420 0 34,189
ABBOTT LABS CS 002824100 18,220 341,450 SH   SOLE   244,470 0 96,980
ACTIVISION BLIZZARD INC CS 00507V109 1,220 18,910 SH   SOLE   1,320 0 17,590
AEROVIRONMENT INC CS 008073108 277 5,125 SH   SOLE   440 0 4,685
AFLAC INC CS 001055102 908 11,155 SH   SOLE   2,555 0 8,600
ALIBABA GROUP HLDG LTD SPONSOR ADR 01609W102 16,622 96,245 SH   SOLE   4,130 0 92,115
AMAZON COM INC CS 023135106 10,703 11,133 SH   SOLE   438 0 10,695
AMERICAN ELEC PWR INC CS 025537101 645 9,180 SH   SOLE   0 0 9,180
AMERICAN EXPRESS CO CS 025816109 23,722 262,240 SH   SOLE   163,810 0 98,430
AMETEK INC NEW CS 031100100 7,461 112,970 SH   SOLE   3,510 0 109,460
AMPHENOL CORP NEW CS 032095101 26,086 308,200 SH   SOLE   23,010 0 285,190
ANALOG DEVICES INC CS 032654105 893 10,360 SH   SOLE   79 0 10,281
ANSYS INC CS 03662Q105 372 3,035 SH   SOLE   245 0 2,790
AON PLC CS G0408V102 386 2,645 SH   SOLE   1,385 0 1,260
APPLE INC COM CS 037833100 25,816 167,503 SH   SOLE   99,918 0 67,585
APPLIED MATLS INC CS 038222105 5,334 102,391 SH   SOLE   10,000 0 92,391
ASPEN TECHNOLOGY INC CS 045327103 394 6,270 SH   SOLE   2,090 0 4,180
AUTODESK INC CS 052769106 9,161 81,606 SH   SOLE   14,920 0 66,686
BAIDU INC SPON ADR REP A ADR 056752108 269 1,085 SH   SOLE   90 0 995
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 537 2,930 SH   SOLE   260 0 2,670
BIOVERATIV INC CS 09075E100 10,580 185,390 SH   SOLE   101,140 0 84,250
BOEING CO CS 097023105 882 3,470 SH   SOLE   530 0 2,940
BOYD GAMING CORP CS 103304101 12,419 476,740 SH   SOLE   450,000 0 26,740
BRINKS CO CS 109696104 5,343 63,420 SH   SOLE   63,420 0 0
CARNIVAL CORP CS 143658300 274 4,250 SH   SOLE   120 0 4,130
CBOE GLOBAL MARKETS INC CS 12503M108 500 4,645 SH   SOLE   620 0 4,025
CENTERPOINT ENERGY INC CS 15189T107 433 14,830 SH   SOLE   1,780 0 13,050
CHARLES RIV LABS INTL INC CS 159864107 6,167 57,090 SH   SOLE   6,140 0 50,950
CHEESECAKE FACTORY INC CS 163072101 239 5,675 SH   SOLE   490 0 5,185
CHEMOURS CO CS 163851108 3,898 77,020 SH   SOLE   24,440 0 52,580
CHURCHILL DOWNS INC CS 171484108 933 4,525 SH   SOLE   720 0 3,805
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M241 4,430 209,940 SH   SOLE   21,360 0 188,580
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 4,303 201,428 SH   SOLE   20,455 0 180,973
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M530 4,301 202,970 SH   SOLE   20,635 0 182,335
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 4,307 202,699 SH   SOLE   20,585 0 182,114
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 4,434 207,105 SH   SOLE   21,045 0 186,060
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 4,312 200,468 SH   SOLE   20,355 0 180,113
CNH INDL N V CS N20944109 538 44,790 SH   SOLE   16,910 0 27,880
COGNEX CORP CS 192422103 6,071 55,055 SH   SOLE   2,340 0 52,715
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 649 23,105 SH   SOLE   0 0 23,105
COMERICA INC CS 200340107 20,843 273,309 SH   SOLE   14,225 0 259,084
CONSOLIDATED EDISON INC CS 209115104 9,294 115,190 SH   SOLE   10,490 0 104,700
COOPER COS INC CS 216648402 16,764 70,700 SH   SOLE   3,650 0 67,050
COPART INC CS 217204106 227 6,614 SH   SOLE   1,074 0 5,540
CORNING INC CS 219350105 16,722 558,900 SH   SOLE   388,130 0 170,770
CRANE CO CS 224399105 953 11,920 SH   SOLE   6,040 0 5,880
CSX CORP CS 126408103 3,635 66,990 SH   SOLE   6,170 0 60,820
DBX ETF TR EAFE CURR HDG ETF 233051200 704 22,700 SH   SOLE   0 0 22,700
DEERE AND CO CS 244199105 845 6,730 SH   SOLE   1,580 0 5,150
DOWDUPONT INC COM CS 26078J100 18,471 266,810 SH   SOLE   205,329 0 61,481
DXC TECHNOLOGY CO CS 23355L106 37,930 441,661 SH   SOLE   183,208 0 258,453
EAST WEST BANCORP INC CS 27579R104 2,183 36,510 SH   SOLE   5,310 0 31,200
EATON CORP PLC CS G29183103 626 8,150 SH   SOLE   0 0 8,150
EDISON INTL CS 281020107 2,033 26,345 SH   SOLE   3,685 0 22,660
F M C CORP CS 302491303 10,066 112,710 SH   SOLE   83,960 0 28,750
FEDEX CORP CS 31428X106 414 1,835 SH   SOLE   400 0 1,435
FERRO CORP CS 315405100 2,841 127,420 SH   SOLE   3,050 0 124,370
FIDELITY NATL INFORMATION SV CS 31620M106 15,775 168,911 SH   SOLE   6,250 0 162,661
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 305 7,180 SH   SOLE   0 0 7,180
GALAPAGOS NV ADR 36315X101 356 3,495 SH   SOLE   300 0 3,195
GALLAGHER ARTHUR J AND CO CS 363576109 6,028 97,930 SH   SOLE   1,740 0 96,190
GRACO INC CS 384109104 659 5,330 SH   SOLE   570 0 4,760
HARRIS CORP DEL CS 413875105 8,888 67,500 SH   SOLE   2,370 0 65,130
HARTFORD FINL SVCS GROUP INC CS 416515104 301 5,430 SH   SOLE   350 0 5,080
HONEYWELL INTL INC CS 438516106 26,822 189,235 SH   SOLE   101,295 0 87,940
HSBC HLDGS PLC ADR 404280406 924 18,700 SH   SOLE   1,930 0 16,770
HUNTINGTON INGALLS INDS INC CS 446413106 13,953 61,620 SH   SOLE   60,970 0 650
IDEX CORP CS 45167R104 13,984 115,125 SH   SOLE   97,680 0 17,445
II VI INC CS 902104108 304 7,390 SH   SOLE   810 0 6,580
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 501 14,490 SH   SOLE   0 0 14,490
ING GROUP N V ADR 456837103 7,447 404,300 SH   SOLE   19,640 0 384,660
INGERSOLL-RAND PLC CS G47791101 620 6,955 SH   SOLE   1,395 0 5,560
INTUITIVE SURGICAL INC CS 46120E602 312 298 SH   SOLE   0 0 298
ISHARES INC MSCI EMU INDEX ETF 464286608 691 15,940 SH   SOLE   0 0 15,940
ISHARES MSCI EAFE SMALL CAP IN ETF 464288273 599 9,660 SH   SOLE   0 0 9,660
ISHARES TR DJ AEROSPACE ETF 464288760 735 4,130 SH   SOLE   0 0 4,130
ISHARES TR DJ BROKER-DEAL ETF 464288794 744 13,020 SH   SOLE   0 0 13,020
ISHARES TR GLDM SCHS SEMI ETF 464287523 463 2,920 SH   SOLE   0 0 2,920
ISHARES TR GLMN SCHS SOFT ETF 464287515 958 6,550 SH   SOLE   0 0 6,550
ISHARES TR MSCI CHINA IDX ETF 46429B671 330 5,230 SH   SOLE   0 0 5,230
ISHARES TR SANDP GBL HLTHCR ETF 464287325 576 5,120 SH   SOLE   0 0 5,120
J P MORGAN CHASE AND CO CS 46625H100 1,022 10,698 SH   SOLE   1,373 0 9,325
KLA-TENCOR CORP CS 482480100 887 8,366 SH   SOLE   710 0 7,656
KONINKLIJKE PHILIPS ELECTRS ADR 500472303 17,017 413,035 SH   SOLE   53,340 0 359,695
L3 TECHNOLOGIES INC COM CS 502413107 704 3,738 SH   SOLE   460 0 3,278
LEIDOS HLDGS INC CS 525327102 7,351 124,125 SH   SOLE   121,020 0 3,105
LINCOLN ELEC HLDGS INC CS 533900106 3,278 35,760 SH   SOLE   7,260 0 28,500
LITTELFUSE INC CS 537008104 1,581 8,070 SH   SOLE   290 0 7,780
MANITOWOC INC CS 563571108 102 11,290 SH   SOLE   4,030 0 7,260
MARKETAXESS HLDGS INC CS 57060D108 14,663 79,470 SH   SOLE   71,050 0 8,420
MARRIOTT INTL INC NEW CS 571903202 22,134 200,740 SH   SOLE   135,560 0 65,180
MASTERCARD INCORPORATED CL A CS 57636Q104 1,957 13,861 SH   SOLE   2,205 0 11,656
MATERIALISE NV ADR 57667T100 400 27,470 SH   SOLE   2,350 0 25,120
MERCADOLIBRE INC CS 58733R102 4,744 18,320 SH   SOLE   900 0 17,420
METTLER TOLEDO INTERNATIONAL CS 592688105 626 1,000 SH   SOLE   0 0 1,000
MICROCHIP TECHNOLOGY INC CS 595017104 22,562 251,300 SH   SOLE   175,370 0 75,930
MICROSOFT CORP CS 594918104 17,201 230,916 SH   SOLE   5,429 0 225,487
MONOLITHIC PWR SYS INC CS 609839105 3,583 33,630 SH   SOLE   14,155 0 19,475
MORGAN STANLEY CS 617446448 16,978 352,464 SH   SOLE   30,540 0 321,924
NEOGEN CORP CS 640491106 388 5,010 SH   SOLE   430 0 4,580
NEXTERA ENERGY INC CS 65339F101 12,823 87,500 SH   SOLE   87,500 0 0
NORFOLK SOUTHERN CORP CS 655844108 20,910 158,120 SH   SOLE   10,400 0 147,720
NORTHERN TR CORP CS 665859104 5,101 55,484 SH   SOLE   960 0 54,524
NVIDIA CORP CS 67066G104 22,763 127,330 SH   SOLE   71,330 0 56,000
PACKAGING CORP AMER CS 695156109 5,450 47,523 SH   SOLE   5,450 0 42,073
PAYPAL HLDGS INC CS 70450Y103 34,428 537,690 SH   SOLE   250,000 0 287,690
PENN NATL GAMING INC CS 707569109 429 18,320 SH   SOLE   0 0 18,320
PERKINELMER INC CS 714046109 341 4,950 SH   SOLE   2,760 0 2,190
PRINCIPAL FINANCIAL GROUP IN CS 74251V102 396 6,150 SH   SOLE   150 0 6,000
PROGRESSIVE CORP OHIO CS 743315103 7,333 151,450 SH   SOLE   0 0 151,450
PTC INC CS 69370C100 10,116 179,740 SH   SOLE   178,540 0 1,200
QUEST DIAGNOSTICS INC CS 74834L100 5,963 63,675 SH   SOLE   1,920 0 61,755
RAYMOND JAMES FINANCIAL INC CS 754730109 8,932 105,920 SH   SOLE   16,230 0 89,690
RAYTHEON CO CS 755111507 30,206 161,892 SH   SOLE   9,840 0 152,052
RED HAT INC CS 756577102 5,455 49,210 SH   SOLE   2,200 0 47,010
ROPER INDS INC NEW CS 776696106 986 4,050 SH   SOLE   470 0 3,580
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 773 6,525 SH   SOLE   2,130 0 4,395
SANGAMO BIOSCIENCES INC CS 800677106 693 46,200 SH   SOLE   3,540 0 42,660
SAP SE SPON ADR ADR 803054204 474 4,320 SH   SOLE   610 0 3,710
SCHWAB CHARLES CORP NEW CS 808513105 9,179 209,850 SH   SOLE   7,255 0 202,595
SNP GLOBAL INC COM CS 78409V104 16,319 104,400 SH   SOLE   90,420 0 13,980
STERIS PLC CS G84720104 223 2,520 SH   SOLE   460 0 2,060
SUNTRUST BKS INC CS 867914103 28,509 476,986 SH   SOLE   262,910 0 214,076
SYNOPSYS INC CS 871607107 1,246 15,470 SH   SOLE   1,630 0 13,840
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 15,753 419,519 SH   SOLE   39,400 0 380,119
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 4,490 43,925 SH   SOLE   2,880 0 41,045
TELEFLEX INC CS 879369106 15,718 64,960 SH   SOLE   63,650 0 1,310
TETRA TECH INC NEW CS 88162G103 883 18,970 SH   SOLE   310 0 18,660
THERMO ELECTRON CORP CS 883556102 3,443 18,200 SH   SOLE   3,070 0 15,130
TORCHMARK CORP CS 891027104 1,305 16,290 SH   SOLE   2,900 0 13,390
UNIVERSAL DISPLAY CORP CS 91347P105 293 2,275 SH   SOLE   200 0 2,075
VAIL RESORTS INC CS 91879Q109 6,260 27,440 SH   SOLE   11,255 0 16,185
VANECK VECTORS ETF TR GAMING E ETF 92189F882 401 9,400 SH   SOLE   0 0 9,400
VERISIGN INC CS 92343E102 350 3,290 SH   SOLE   380 0 2,910
VERSUM MATLS INC CS 92532W103 4,165 107,290 SH   SOLE   5,920 0 101,370
VERTEX PHARMACEUTICALS INC CS 92532F100 1,108 7,290 SH   SOLE   2,520 0 4,770
VISA INC CS 92826C839 241 2,290 SH   SOLE   1,340 0 950
VISTEON CORP CS 92839U206 8,176 66,060 SH   SOLE   8,200 0 57,860
VMWARE INC CS 928563402 725 6,640 SH   SOLE   1,900 0 4,740
WASTE CONNECTIONS INC CS 94106B101 2,449 35,010 SH   SOLE   3,615 0 31,395
WASTE MGMT INC DEL CS 94106L109 28,986 370,336 SH   SOLE   177,214 0 193,122
WENDYS CO CS 95058W100 3,782 243,510 SH   SOLE   4,910 0 238,600
WYNDHAM WORLDWIDE CORP CS 98310W108 6,195 58,775 SH   SOLE   6,170 0 52,605
WYNN RESORTS LTD CS 983134107 688 4,620 SH   SOLE   320 0 4,300
XCEL ENERGY INC CS 98389B100 13,615 287,730 SH   SOLE   47,010 0 240,720
XILINX INC CS 983919101 433 6,120 SH   SOLE   440 0 5,680
YUM BRANDS INC CS 988498101 3,074 41,765 SH   SOLE   3,140 0 38,625
ZYNGA INC CS 98986T108 304 80,305 SH   SOLE   6,870 0 73,435