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 43,662 603,655 SH   SOLE   304,563 0 299,092
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 632 4,483 SH   SOLE   938 0 3,545
ACI WORLDWIDE INC CS 004498101 2,880 104,070 SH   SOLE   10,990 0 93,080
ADVANCED AUTO PARTS INC CS 00751Y106 6,269 39,815 SH   SOLE   7,915 0 31,900
AES CORP CS 00130H105 22,594 1,562,500 SH   SOLE   242,170 0 1,320,330
ALARM COM HLDGS INC CS 011642105 3,170 61,120 SH   SOLE   8,700 0 52,420
AMERICAN EXPRESS CO CS 025816109 27,494 288,437 SH   SOLE   191,325 0 97,112
AMERICAN SUPERCONDUCTOR CORP CS 030111207 378 33,920 SH   SOLE   9,750 0 24,170
AMERICAN TOWER REIT COM CS 03027X100 19,908 125,846 SH   SOLE   76,772 0 49,074
AMETEK INC NEW CS 031100100 580 8,560 SH   SOLE   750 0 7,810
AMGEN INC CS 031162100 25,628 131,650 SH   SOLE   92,890 0 38,760
ANSYS INC CS 03662Q105 312 2,185 SH   SOLE   635 0 1,550
AON PLC CS G0408V102 21,964 151,100 SH   SOLE   121,590 0 29,510
ASHLAND GLOBAL HLDGS INC COM CS 044186104 1,890 26,635 SH   SOLE   3,935 0 22,700
ASTRAZENECA PLC ADR 046353108 13,891 365,750 SH   SOLE   55,985 0 309,765
BALL CORP CS 058498106 7,348 159,818 SH   SOLE   27,190 0 132,628
BOEING CO CS 097023105 721 2,235 SH   SOLE   130 0 2,105
BP PLC ADR 055622104 466 12,280 SH   SOLE   1,535 0 10,745
CASELLA WASTE SYS INC CS 147448104 271 9,500 SH   SOLE   6,980 0 2,520
CHEMED CORP NEW CS 16359R103 1,589 5,610 SH   SOLE   0 0 5,610
CHURCH AND DWIGHT INC CS 171340102 15,473 235,290 SH   SOLE   41,440 0 193,850
CIENA CORP CS 171779309 14,895 439,240 SH   SOLE   398,275 0 40,965
CINCINNATI FINL CORP CS 172062101 1,608 20,770 SH   SOLE   2,040 0 18,730
CISCO SYS INC CS 17275R102 23,251 536,595 SH   SOLE   59,324 0 477,271
CLOROX CO DEL CS 189054109 17,684 114,726 SH   SOLE   93,500 0 21,226
COMMERCE BANCSHARES INC CS 200525103 300 5,324 SH   SOLE   5,324 0 0
CONOCOPHILLIPS CS 20825C104 39,844 639,040 SH   SOLE   340,288 0 298,752
COSTCO WHSL CORP CS 22160K105 14,549 71,418 SH   SOLE   14,338 0 57,080
CRISPR THERAPEUTICS AG CS H17182108 218 7,620 SH   SOLE   1,870 0 5,750
DANAHER CORP DEL CS 235851102 477 4,627 SH   SOLE   137 0 4,490
DARDEN RESTAURANTS INC CS 237194105 19,707 197,347 SH   SOLE   179,260 0 18,087
DECKERS OUTDOOR CORP CS 243537107 1,061 8,295 SH   SOLE   2,135 0 6,160
DISNEY WALT CO CS 254687106 509 4,640 SH   SOLE   1,330 0 3,310
DOLLAR GEN CORP NEW CS 256677105 1,128 10,440 SH   SOLE   3,300 0 7,140
DOMINOS PIZZA INC CS 25754A201 6,967 28,095 SH   SOLE   5,295 0 22,800
DUNKIN BRANDS GROUP INC CS 265504100 8,129 126,782 SH   SOLE   15,285 0 111,497
EDWARDS LIFESCIENCES CORP CS 28176E108 21,718 141,790 SH   SOLE   14,218 0 127,572
EXELON CORP CS 30161N101 13,763 305,163 SH   SOLE   267,930 0 37,233
F5 NETWORKS INC CS 315616102 1,061 6,550 SH   SOLE   1,840 0 4,710
FACTSET RESH SYS INC CS 303075105 361 1,805 SH   SOLE   1,515 0 290
FASTENAL CO CS 311900104 7,236 138,375 SH   SOLE   9,905 0 128,470
FLUIDIGM CORP DEL CS 34385P108 536 62,150 SH   SOLE   27,540 0 34,610
FORTINET INC CS 34959E109 24,308 345,139 SH   SOLE   266,015 0 79,124
GARTNER INC CS 366651107 1,204 9,420 SH   SOLE   3,110 0 6,310
GLOBUS MED INC CS 379577208 8,278 191,258 SH   SOLE   52,278 0 138,980
GRAINGER W W INC CS 384802104 21,938 77,695 SH   SOLE   60,885 0 16,810
HCA HEALTHCARE INC CS 40412C101 17,265 138,730 SH   SOLE   22,265 0 116,465
HEALTHEQUITY INC CS 42226A107 400 6,700 SH   SOLE   4,570 0 2,130
HEICO CORP NEW CS 422806109 596 7,695 SH   SOLE   705 0 6,990
HELEN OF TROY CORP LTD CS G4388N106 3,276 24,970 SH   SOLE   3,250 0 21,720
HMS HLDGS CORP CS 40425J101 970 34,500 SH   SOLE   8,625 0 25,875
HOLLYFRONTIER CORP COM CS 436106108 7,854 153,640 SH   SOLE   130,075 0 23,565
HORMEL FOODS CORP CS 440452100 8,183 191,725 SH   SOLE   33,690 0 158,035
HUMANA INC CS 444859102 27,652 96,522 SH   SOLE   58,485 0 38,037
ILLUMINA INC CS 452327109 22,190 73,983 SH   SOLE   61,895 0 12,088
INGERSOLL-RAND PLC CS G47791101 17,642 193,382 SH   SOLE   35,270 0 158,112
INTUITIVE SURGICAL INC CS 46120E602 408 851 SH   SOLE   20 0 831
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J700 6,305 303,868 SH   SOLE   60,355 0 243,513
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 2,707 145,510 SH   SOLE   33,930 0 111,580
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 5,493 266,499 SH   SOLE   60,725 0 205,774
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 5,465 273,680 SH   SOLE   62,645 0 211,035
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J502 5,482 260,163 SH   SOLE   59,255 0 200,908
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 10,124 501,949 SH   SOLE   62,120 0 439,829
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 2,711 137,905 SH   SOLE   32,125 0 105,780
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 524 13,725 SH   SOLE   0 0 13,725
INVESCO EXCHNG TRADED FD TR SN ETF 46138E149 610 5,670 SH   SOLE   0 0 5,670
INVESCO EXCHNG TRADED FD TR SN ETF 46138E172 435 6,290 SH   SOLE   0 0 6,290
ISHARES INC MSCI EMU INDEX ETF 464286608 538 15,335 SH   SOLE   0 0 15,335
ISHARES INC MSCI JPN ETF NEW ETF 46434G822 264 5,205 SH   SOLE   0 0 5,205
ISHARES TR DJ AEROSPACE ETF 464288760 538 3,110 SH   SOLE   0 0 3,110
ISHARES TR DJ BROKER-DEAL ETF 464288794 674 12,030 SH   SOLE   0 0 12,030
ISHARES TR GLDM SCHS SEMI ETF 464287523 503 3,205 SH   SOLE   0 0 3,205
ISHARES TR GLMN SCHS SOFT ETF 464287515 1,058 6,095 SH   SOLE   0 0 6,095
ISHARES TR SANDP GBL HLTHCR ETF 464287325 474 8,370 SH   SOLE   0 0 8,370
ISHARES TR SANDP GLB100INDX ETF 464287572 646 15,230 SH   SOLE   0 0 15,230
ISHARES TR SNP GL CONSUME ETF 464288745 611 6,060 SH   SOLE   0 0 6,060
JOHNSON AND JOHNSON CS 478160104 1,873 14,510 SH   SOLE   1,190 0 13,320
KEMPER CORP DEL CS 488401100 2,034 30,635 SH   SOLE   14,920 0 15,715
KEYSIGHT TECHNOLOGIES INC CS 49338L103 5,088 81,955 SH   SOLE   8,775 0 73,180
KOHLS CORP CS 500255104 22,428 338,080 SH   SOLE   244,645 0 93,435
LINDE PLC COM CS G5494J103 35,410 226,927 SH   SOLE   128,812 0 98,115
LOWES COS INC CS 548661107 1,550 16,780 SH   SOLE   690 0 16,090
MANTECH INTL CORP CS 564563104 247 4,720 SH   SOLE   2,670 0 2,050
MASTERCARD INCORPORATED CL A CS 57636Q104 3,312 17,556 SH   SOLE   5,365 0 12,191
MATERIALISE NV ADR 57667T100 408 20,360 SH   SOLE   5,820 0 14,540
MCDONALDS CORP CS 580135101 14,348 80,800 SH   SOLE   15,775 0 65,025
MEDTRONIC PLC SHS CS G5960L103 1,024 11,256 SH   SOLE   3,406 0 7,850
MELLANOX TECHNOLOGIES LTD CS M51363113 17,680 191,388 SH   SOLE   26,775 0 164,613
MERCK N CO INC NEW CS 58933Y105 366 4,795 SH   SOLE   605 0 4,190
MICROSOFT CORP CS 594918104 23,658 232,919 SH   SOLE   26,025 0 206,894
MOLINA HEALTHCARE INC CS 60855R100 1,607 13,830 SH   SOLE   7,070 0 6,760
MONGODB INC CS 60937P106 319 3,810 SH   SOLE   920 0 2,890
MSA SAFETY INC CS 553498106 1,283 13,610 SH   SOLE   6,570 0 7,040
NETAPP INC CS 64110D104 298 4,990 SH   SOLE   3,635 0 1,355
NIKE INC CS 654106103 649 8,755 SH   SOLE   2,580 0 6,175
NOVARTIS A G SPONSORED ADR ADR 66987V109 215 2,510 SH   SOLE   0 0 2,510
O REILLY AUTOMOTIVE INC NEW CS 67103H107 281 815 SH   SOLE   180 0 635
OKTA INC CS 679295105 4,654 72,945 SH   SOLE   32,615 0 40,330
OLLIES BARGAIN OUTLT HLDGS I CS 681116109 3,836 57,679 SH   SOLE   11,049 0 46,630
OMEGA HEALTHCARE INVS INC CS 681936100 13,600 386,920 SH   SOLE   73,940 0 312,980
ONEOK INC CS 682680103 1,260 23,355 SH   SOLE   1,465 0 21,890
PAYCHEX INC CS 704326107 3,301 50,665 SH   SOLE   9,130 0 41,535
PAYCOM SOFTWARE INC CS 70432V102 8,461 69,100 SH   SOLE   21,055 0 48,045
PERKINELMER INC CS 714046109 362 4,610 SH   SOLE   2,760 0 1,850
PFIZER INC CS 717081103 43,417 994,662 SH   SOLE   528,060 0 466,602
PROCTER AND GAMBLE CO CS 742718109 9,937 108,110 SH   SOLE   14,045 0 94,065
PROGRESSIVE CORP OHIO CS 743315103 8,787 145,645 SH   SOLE   260 0 145,385
PROTO LABS INC CS 743713109 523 4,635 SH   SOLE   2,995 0 1,640
ROBERT HALF INTL INC CS 770323103 339 5,920 SH   SOLE   1,490 0 4,430
ROSS STORES INC CS 778296103 6,205 74,585 SH   SOLE   11,745 0 62,840
RPM INTL INC CS 749685103 226 3,850 SH   SOLE   2,780 0 1,070
SALESFORCE COM INC CS 79466L302 21,447 156,584 SH   SOLE   140,825 0 15,759
SPLUNK INC CS 848637104 632 6,025 SH   SOLE   780 0 5,245
SPROUTS FMRS MKT INC CS 85208M102 772 32,850 SH   SOLE   4,390 0 28,460
SQUARE INC CS 852234103 248 4,430 SH   SOLE   3,060 0 1,370
STARBUCKS CORP CS 855244109 2,831 43,961 SH   SOLE   8,270 0 35,691
STERIS PLC CS G84720104 283 2,650 SH   SOLE   460 0 2,190
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 345 3,350 SH   SOLE   820 0 2,530
TCF FINL CORP CS 872275102 1,399 71,770 SH   SOLE   27,980 0 43,790
TETRA TECH INC NEW CS 88162G103 1,750 33,804 SH   SOLE   6,405 0 27,399
TEXAS ROADHOUSE INC CS 882681109 4,976 83,356 SH   SOLE   14,414 0 68,942
THERMO FISHER SCIENTIFIC INC C CS 883556102 4,310 19,257 SH   SOLE   4,837 0 14,420
TRACTOR SUPPLY CO CS 892356106 7,497 89,845 SH   SOLE   6,375 0 83,470
TRANSDIGM GROUP INC CS 893641100 19,279 56,693 SH   SOLE   8,865 0 47,828
ULTA SALON COSMETCS N FRAG I CS 90384S303 11,832 48,327 SH   SOLE   42,725 0 5,602
UNION PAC CORP CS 907818108 34,651 250,677 SH   SOLE   152,525 0 98,152
UNITED CONTL HLDGS INC CS 910047109 1,235 14,751 SH   SOLE   3,965 0 10,786
UNITEDHEALTH GROUP INC CS 91324P102 280 1,124 SH   SOLE   687 0 437
V F CORP CS 918204108 1,797 25,195 SH   SOLE   3,330 0 21,865
VAIL RESORTS INC CS 91879Q109 476 2,260 SH   SOLE   640 0 1,620
VALE S A ADR 91912E105 16,327 1,237,795 SH   SOLE   1,074,795 0 163,000
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 440 10,695 SH   SOLE   0 0 10,695
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 373 3,806 SH   SOLE   0 0 3,806
VEEVA SYS INC CS 922475108 731 8,185 SH   SOLE   3,730 0 4,455
VERISIGN INC CS 92343E102 476 3,210 SH   SOLE   380 0 2,830
VERISK ANALYTICS INC CS 92345Y106 13,241 121,430 SH   SOLE   23,280 0 98,150
VERIZON COMMUNICATIONS CS 92343V104 1,126 20,030 SH   SOLE   4,960 0 15,070
VISA INC CS 92826C839 368 2,791 SH   SOLE   1,841 0 950
VMWARE INC CS 928563402 22,030 160,652 SH   SOLE   130,280 0 30,372
WALMART INC CS 931142103 431 4,625 SH   SOLE   300 0 4,325
WASTE CONNECTIONS INC CS 94106B101 1,967 26,492 SH   SOLE   720 0 25,772
WORKDAY INC CS 98138H101 337 2,108 SH   SOLE   685 0 1,423
WYNN RESORTS LTD CS 983134107 297 3,000 SH   SOLE   860 0 2,140
XILINX INC CS 983919101 1,221 14,341 SH   SOLE   3,690 0 10,651
YUM BRANDS INC CS 988498101 1,502 16,340 SH   SOLE   4,420 0 11,920