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
ABBOTT LABS CS 002824100 41,071 673,412 SH   SOLE   365,337 0 308,075
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 594 3,633 SH   SOLE   293 0 3,340
ACTIVISION BLIZZARD INC CS 00507V109 1,458 19,103 SH   SOLE   1,723 0 17,380
AFLAC INC CS 001055102 961 22,330 SH   SOLE   4,990 0 17,340
AKAMAI TECHNOLOGIES INC CS 00971T101 1,483 20,250 SH   SOLE   5,180 0 15,070
ALIBABA GROUP HLDG LTD SPONSOR ADR 01609W102 18,326 98,778 SH   SOLE   5,080 0 93,698
AMERICAN EXPRESS CO CS 025816109 28,751 293,380 SH   SOLE   189,885 0 103,495
AMETEK INC NEW CS 031100100 7,828 108,480 SH   SOLE   3,430 0 105,050
ANSYS INC CS 03662Q105 694 3,985 SH   SOLE   985 0 3,000
APPLE INC COM CS 037833100 31,207 168,585 SH   SOLE   106,170 0 62,415
ASPEN TECHNOLOGY INC CS 045327103 581 6,270 SH   SOLE   2,090 0 4,180
BBANDT CORP CS 054937107 377 7,480 SH   SOLE   70 0 7,410
BLACKROCK INC CS 09247X101 28,928 57,968 SH   SOLE   39,273 0 18,695
BOEING CO CS 097023105 1,035 3,085 SH   SOLE   445 0 2,640
BOYD GAMING CORP CS 103304101 12,619 364,090 SH   SOLE   340,000 0 24,090
BP PLC ADR 055622104 477 10,455 SH   SOLE   1,235 0 9,220
CHURCHILL DOWNS INC CS 171484108 1,684 5,680 SH   SOLE   1,685 0 3,995
CISCO SYS INC CS 17275R102 23,559 547,502 SH   SOLE   58,452 0 489,050
COGNIZANT TECHNOLOGY SOLUTIO CS 192446102 3,736 47,300 SH   SOLE   1,210 0 46,090
COMERICA INC CS 200340107 24,045 264,461 SH   SOLE   20,737 0 243,724
CONOCOPHILLIPS CS 20825C104 31,610 454,037 SH   SOLE   239,437 0 214,600
COPART INC CS 217204106 348 6,154 SH   SOLE   614 0 5,540
CREE INC CS 225447101 8,285 199,295 SH   SOLE   48,515 0 150,780
DANAHER CORP DEL CS 235851102 430 4,357 SH   SOLE   177 0 4,180
DECKERS OUTDOOR CORP CS 243537107 480 4,250 SH   SOLE   1,240 0 3,010
DOMINOS PIZZA INC CS 25754A201 8,268 29,300 SH   SOLE   5,580 0 23,720
DOVER CORP CS 260003108 2,469 33,734 SH   SOLE   5,344 0 28,390
DXC TECHNOLOGY CO CS 23355L106 4,616 57,269 SH   SOLE   5,846 0 51,423
EASTMAN CHEM CO CS 277432100 432 4,320 SH   SOLE   3,240 0 1,080
EDWARDS LIFESCIENCES CORP CS 28176E108 21,536 147,941 SH   SOLE   14,616 0 133,325
EVERCORE INC CS 29977A105 1,187 11,260 SH   SOLE   3,330 0 7,930
F5 NETWORKS INC CS 315616102 654 3,790 SH   SOLE   940 0 2,850
FEDEX CORP CS 31428X106 717 3,157 SH   SOLE   1,352 0 1,805
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 269 6,930 SH   SOLE   0 0 6,930
FIRST TR EXCH TRD ALPHA FD I U ETF 33737J224 338 8,350 SH   SOLE   0 0 8,350
FORTINET INC CS 34959E109 15,700 251,485 SH   SOLE   170,820 0 80,665
GLOBUS MED INC CS 379577208 9,944 197,060 SH   SOLE   53,470 0 143,590
GRAINGER W W INC CS 384802104 9,076 29,430 SH   SOLE   26,120 0 3,310
HCA HEALTHCARE INC CS 40412C101 13,414 130,740 SH   SOLE   16,420 0 114,320
HOLLYFRONTIER CORP COM CS 436106108 19,868 290,335 SH   SOLE   266,265 0 24,070
HSBC HLDGS PLC ADR 404280406 1,111 23,575 SH   SOLE   4,215 0 19,360
HUNT J B TRANS SVCS INC CS 445658107 316 2,600 SH   SOLE   2,190 0 410
IDEX CORP CS 45167R104 16,520 121,045 SH   SOLE   102,110 0 18,935
ILLUMINA INC CS 452327109 19,117 68,450 SH   SOLE   66,810 0 1,640
INTERACTIVE BROKERS GROUP IN CS 45841N107 12,295 190,880 SH   SOLE   21,090 0 169,790
INTUITIVE SURGICAL INC CS 46120E602 412 862 SH   SOLE   0 0 862
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J700 6,081 293,013 SH   SOLE   44,595 0 248,418
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 5,225 260,365 SH   SOLE   46,100 0 214,265
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J304 5,287 251,814 SH   SOLE   44,075 0 207,739
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J502 5,281 250,778 SH   SOLE   43,965 0 206,813
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 9,884 489,530 SH   SOLE   45,760 0 443,770
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 5,266 255,015 SH   SOLE   44,815 0 210,200
INVESCO EXCHNG TRADED FD TR SN ETF 46138E149 721 5,610 SH   SOLE   0 0 5,610
ISHARES INC MSCI EMU INDEX ETF 464286608 637 15,540 SH   SOLE   0 0 15,540
ISHARES INC MSCI JPN ETF NEW ETF 46434G822 307 5,300 SH   SOLE   0 0 5,300
ISHARES MSCI EAFE SMALL CAP IN ETF 464288273 724 11,540 SH   SOLE   0 0 11,540
ISHARES TR DJ AEROSPACE ETF 464288760 607 3,155 SH   SOLE   0 0 3,155
ISHARES TR DJ BROKER-DEAL ETF 464288794 801 12,490 SH   SOLE   0 0 12,490
ISHARES TR GLDM SCHS SEMI ETF 464287523 529 2,970 SH   SOLE   0 0 2,970
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,122 6,140 SH   SOLE   0 0 6,140
ISHARES TR MSCI CHINA IDX ETF 46429B671 344 5,320 SH   SOLE   0 0 5,320
ISHARES TR SANDP GBL ENER ETF 464287341 578 15,460 SH   SOLE   0 0 15,460
KEMPER CORP DEL CS 488401100 1,859 24,576 SH   SOLE   10,305 0 14,271
KOHLS CORP CS 500255104 28,010 384,225 SH   SOLE   240,605 0 143,620
KONINKLIJKE PHILIPS ELECTRS ADR 500472303 17,143 405,550 SH   SOLE   74,194 0 331,356
LAS VEGAS SANDS CORP CS 517834107 262 3,430 SH   SOLE   900 0 2,530
LYONDELLBASELL INDUSTRIES N V CS N53745100 8,550 77,830 SH   SOLE   17,260 0 60,570
MANTECH INTL CORP CS 564563104 267 4,970 SH   SOLE   2,670 0 2,300
MARRIOTT INTL INC NEW CS 571903202 24,989 197,389 SH   SOLE   138,749 0 58,640
MASTERCARD INCORPORATED CL A CS 57636Q104 3,166 16,111 SH   SOLE   4,175 0 11,936
MAZOR ROBOTICS LTD ADR 57886P103 1,052 18,960 SH   SOLE   9,725 0 9,235
MELCO PBL ENTMNT LTD ADR 585464100 451 16,100 SH   SOLE   4,210 0 11,890
MELLANOX TECHNOLOGIES LTD CS M51363113 16,736 198,530 SH   SOLE   27,230 0 171,300
MICROSOFT CORP CS 594918104 22,405 227,207 SH   SOLE   20,404 0 206,803
NEOGEN CORP CS 640491106 756 9,427 SH   SOLE   2,652 0 6,775
NETAPP INC CS 64110D104 382 4,860 SH   SOLE   3,310 0 1,550
NIKE INC CS 654106103 665 8,340 SH   SOLE   2,540 0 5,800
NORTHERN TR CORP CS 665859104 6,923 67,284 SH   SOLE   1,190 0 66,094
NVIDIA CORP CS 67066G104 31,855 134,464 SH   SOLE   80,123 0 54,341
OKTA INC CS 679295105 2,753 54,660 SH   SOLE   18,760 0 35,900
OLD DOMINION FGHT LINES INC CS 679580100 7,461 50,090 SH   SOLE   3,040 0 47,050
ONEOK INC CS 682680103 4,802 68,760 SH   SOLE   2,370 0 66,390
PALO ALTO NETWORKS INC CS 697435105 384 1,870 SH   SOLE   20 0 1,850
PAYCOM SOFTWARE INC CS 70432V102 6,281 63,555 SH   SOLE   17,765 0 45,790
PAYPAL HLDGS INC CS 70450Y103 47,136 566,067 SH   SOLE   284,507 0 281,560
PBF ENERGY INC CS 69318G106 18,523 441,761 SH   SOLE   82,001 0 359,760
PENN NATL GAMING INC CS 707569109 1,297 38,620 SH   SOLE   3,420 0 35,200
PERKINELMER INC CS 714046109 338 4,610 SH   SOLE   2,760 0 1,850
PHIBRO ANIMAL HEALTH CORP CS 71742Q106 605 13,140 SH   SOLE   3,430 0 9,710
PHILLIPS 66 CS 718546104 443 3,940 SH   SOLE   40 0 3,900
PRAXAIR INC CS 74005P104 38,219 241,664 SH   SOLE   141,139 0 100,525
PRICE T ROWE GROUP INC CS 74144T108 12,164 104,781 SH   SOLE   19,116 0 85,665
PROGRESSIVE CORP OHIO CS 743315103 9,724 164,390 SH   SOLE   0 0 164,390
PROTO LABS INC CS 743713109 1,096 9,210 SH   SOLE   3,590 0 5,620
PVH CORP CS 693656100 11,269 75,270 SH   SOLE   9,550 0 65,720
RED HAT INC CS 756577102 7,241 53,892 SH   SOLE   2,102 0 51,790
REGIONS FINANCIAL CORP NEW CS 7591EP100 29,446 1,656,110 SH   SOLE   532,490 0 1,123,620
ROSS STORES INC CS 778296103 719 8,480 SH   SOLE   2,300 0 6,180
SALESFORCE COM INC CS 79466L302 24,300 178,150 SH   SOLE   163,330 0 14,820
SCHWAB CHARLES CORP NEW CS 808513105 11,360 222,315 SH   SOLE   25,815 0 196,500
SEAGATE TECHNOLOGY PLC CS G7945M107 398 7,050 SH   SOLE   70 0 6,980
SNP GLOBAL INC COM CS 78409V104 24,136 118,380 SH   SOLE   104,670 0 13,710
SPX CORP CS 784635104 1,036 29,550 SH   SOLE   4,200 0 25,350
STEEL DYNAMICS INC CS 858119100 12,343 268,610 SH   SOLE   22,240 0 246,370
STERIS PLC CS G84720104 265 2,520 SH   SOLE   460 0 2,060
SUNTRUST BKS INC CS 867914103 29,016 439,508 SH   SOLE   292,590 0 146,918
SVB FINL GROUP CS 78486Q101 1,250 4,330 SH   SOLE   2,210 0 2,120
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 6,368 53,805 SH   SOLE   8,430 0 45,375
TCF FINL CORP CS 872275102 3,712 150,785 SH   SOLE   47,390 0 103,395
TETRA TECH INC NEW CS 88162G103 1,543 26,380 SH   SOLE   1,270 0 25,110
TEXAS ROADHOUSE INC CS 882681109 1,549 23,650 SH   SOLE   8,800 0 14,850
TEXTRON INC CS 883203101 18,664 283,170 SH   SOLE   276,840 0 6,330
THERMO ELECTRON CORP CS 883556102 3,986 19,245 SH   SOLE   4,375 0 14,870
TRANSDIGM GROUP INC CS 893641100 17,978 52,090 SH   SOLE   7,610 0 44,480
UNION PAC CORP CS 907818108 36,328 256,410 SH   SOLE   157,570 0 98,840
UNITEDHEALTH GROUP INC CS 91324P102 276 1,124 SH   SOLE   687 0 437
V F CORP CS 918204108 5,880 72,129 SH   SOLE   8,494 0 63,635
VAIL RESORTS INC CS 91879Q109 548 2,000 SH   SOLE   520 0 1,480
VALE S A ADR 91912E105 14,531 1,133,470 SH   SOLE   992,930 0 140,540
VANECK VECTORS ETF TR GAMING E ETF 92189F882 461 10,050 SH   SOLE   0 0 10,050
VERISIGN INC CS 92343E102 441 3,210 SH   SOLE   380 0 2,830
VERISK ANALYTICS INC CS 92345Y106 13,120 121,890 SH   SOLE   23,420 0 98,470
VERSUM MATLS INC CS 92532W103 1,094 29,460 SH   SOLE   1,010 0 28,450
VISA INC CS 92826C839 356 2,686 SH   SOLE   1,736 0 950
VMWARE INC CS 928563402 24,858 169,135 SH   SOLE   139,140 0 29,995
WASTE CONNECTIONS INC CS 94106B101 1,970 26,169 SH   SOLE   720 0 25,449
WEBSTER FINL CORP CONN CS 947890109 1,306 20,500 SH   SOLE   3,820 0 16,680
WYNDHAM HOTELS N RESORTS INC CS 98311A105 3,389 57,605 SH   SOLE   6,850 0 50,755
WYNDHAM WORLDWIDE CORP CS 98310W108 1,961 44,305 SH   SOLE   3,150 0 41,155
WYNN RESORTS LTD CS 983134107 15,442 92,280 SH   SOLE   17,130 0 75,150
YUM BRANDS INC CS 988498101 3,412 43,625 SH   SOLE   10,340 0 33,285