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
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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
Activision Blizzard Inc COM 00507V109 21,335 938,835 SH   SOLE 0 368,700 0 570,135
Adobe Systems, Inc. COM 00724F101 19,104 258,370 SH   SOLE 0 101,450 0 156,920
Aircastle Ltd. COM G0129K104 2,087 92,900 SH   SOLE 0 30,725 0 62,175
Akamai Technologies, Inc. COM 00971T101 2,819 39,675 SH   SOLE 0 13,175 0 26,500
Alexion Pharmaceuticals, Inc. COM 015351109 1,191 6,875 SH   SOLE 0 2,275 0 4,600
Ally Financial COM 02005N100 1,279 60,975 SH   SOLE 0 20,300 0 40,675
American Airlines Group Inc. COM 02376R102 2,923 55,375 SH   SOLE 0 18,375 0 37,000
American Electric Power COM 025537101 12,603 224,060 SH   SOLE 0 88,025 0 136,035
AmerisourceBergen Corp COM 03073E105 5,235 46,050 SH   SOLE 0 15,250 0 30,800
Amgen Inc COM 031162100 18,802 117,620 SH   SOLE 0 46,250 0 71,370
Amphenol Corp. COM 032095101 14,696 249,380 SH   SOLE 0 97,975 0 151,405
Anthem, Inc. COM 036752103 29,016 187,915 SH   SOLE 0 71,875 0 116,040
Apple Inc. COM 037833100 20,817 167,300 SH   SOLE 0 65,675 0 101,625
Autodesk, Inc. COM 052769106 6,926 118,115 SH   SOLE 0 46,375 0 71,740
Autozone Inc. COM 053332102 15,164 22,230 SH   SOLE 0 8,710 0 13,520
Belden Inc. COM 077454106 2,285 24,425 SH   SOLE 0 9,750 0 14,675
Boeing Co COM 097023105 22,120 147,390 SH   SOLE 0 57,850 0 89,540
Boston Scientific Corp. COM 101137107 24,555 1,383,405 SH   SOLE 0 542,500 0 840,905
Broadcom Corp. COM 111320107 20,012 462,225 SH   SOLE 0 181,525 0 280,700
Bunge Limited COM G16962105 1,172 14,225 SH   SOLE 0 4,725 0 9,500
CH Robinson Worldwide Inc. COM 12541W209 2,537 34,650 SH   SOLE 0 11,500 0 23,150
CIT Group Inc. COM 125581801 2,231 49,450 SH   SOLE 0 16,400 0 33,050
CSX Corp. COM 126408103 11,696 353,155 SH   SOLE 0 138,750 0 214,405
Cardinal Health Inc. COM 14149Y108 14,738 163,265 SH   SOLE 0 64,125 0 99,140
Cisco Systems Inc. COM 17275R102 14,728 535,080 SH   SOLE 0 210,050 0 325,030
Cognizant Technology Solutions COM 192446102 18,950 303,730 SH   SOLE 0 119,250 0 184,480
Community Health Systems Inc. COM 203668108 2,700 51,650 SH   SOLE 0 17,175 0 34,475
Constellation Brands, Inc. COM 21036P108 20,658 177,765 SH   SOLE 0 69,850 0 107,915
Copart, Inc. COM 217204106 3,785 100,750 SH   SOLE 0 33,450 0 67,300
Dean Foods COM 242370203 1,090 65,950 SH   SOLE 0 21,900 0 44,050
Dr. Pepper Snapple Group, Inc. COM 26138E109 24,292 309,535 SH   SOLE 0 121,550 0 187,985
EOG Resources Inc. COM 26875P101 6,846 74,660 SH   SOLE 0 29,325 0 45,335
Exxon Mobil Corp. COM 30231G102 12,274 144,405 SH   SOLE 0 56,700 0 87,705
Facebook, Inc. COM 30303M102 12,772 155,345 SH   SOLE 0 61,000 0 94,345
Fairchild Semiconductor COM 303726103 1,380 75,900 SH   SOLE 0 25,225 0 50,675
Federated Investors Inc. COM 314211103 3,871 114,225 SH   SOLE 0 37,925 0 76,300
Fidelity National Info Srv COM 31620M106 14,473 212,645 SH   SOLE 0 83,550 0 129,095
Freescale Semiconductor, Ltd. COM G3727Q101 2,304 56,525 SH   SOLE 0 18,725 0 37,800
Gap Inc COM 364760108 13,428 309,900 SH   SOLE 0 121,700 0 188,200
Gentherm, Inc. COM 37253A103 1,655 32,775 SH   SOLE 0 10,875 0 21,900
Genuine Parts Co COM 372460105 12,268 131,650 SH   SOLE 0 51,680 0 79,970
Harley-Davidson, Inc. COM 412822108 3,216 52,950 SH   SOLE 0 17,575 0 35,375
HealthSouth Corp COM 421924309 2,845 64,125 SH   SOLE 0 21,300 0 42,825
Hewlett-Packard Co COM 428236103 13,519 433,870 SH   SOLE 0 170,975 0 262,895
Hormel Foods Corp. COM 440452100 13,692 240,845 SH   SOLE 0 94,675 0 146,170
Host Hotels & Resorts COM 44107P104 13,747 681,215 SH   SOLE 0 267,550 0 413,665
Johnson Controls Inc. COM 478366107 18,564 368,045 SH   SOLE 0 144,600 0 223,445
KB Home COM 48666K109 2,216 141,850 SH   SOLE 0 47,175 0 94,675
Kohl's Corp COM 500255104 2,064 26,375 SH   SOLE 0 8,775 0 17,600
Lennar Corp Cl A COM 526057104 2,666 51,450 SH   SOLE 0 17,100 0 34,350
MDC Holdings Inc. COM 552676108 1,279 44,875 SH   SOLE 0 14,900 0 29,975
Marathon Petroleum Corp. COM 56585A102 2,683 26,200 SH   SOLE 0 8,700 0 17,500
Markit Ltd. COM G58249106 2,653 98,625 SH   SOLE 0 32,750 0 65,875
Marriott International Inc COM 571903202 13,843 172,350 SH   SOLE 0 67,700 0 104,650
Mastercard Inc Cl A COM 57636Q104 14,272 165,200 SH   SOLE 0 64,875 0 100,325
Maxim Integrated Products COM 57772K101 2,506 72,000 SH   SOLE 0 23,950 0 48,050
McGraw Hill Financial, Inc. COM 580645109 3,684 35,625 SH   SOLE 0 11,800 0 23,825
Mead Johnson Nutrition Co. COM 582839106 3,187 31,700 SH   SOLE 0 10,475 0 21,225
Merck & Co. COM 58933Y105 13,697 238,290 SH   SOLE 0 93,550 0 144,740
Monsanto Co. COM 61166W101 18,885 167,805 SH   SOLE 0 65,895 0 101,910
Murphy USA, Inc. COM 626755102 2,497 34,500 SH   SOLE 0 11,475 0 23,025
NXP Semiconductor COM N6596X109 3,154 31,425 SH   SOLE 0 10,450 0 20,975
National Instruments COM 636518102 1,136 35,450 SH   SOLE 0 11,750 0 23,700
Navient Corp. COM 63938C108 3,512 172,750 SH   SOLE 0 57,450 0 115,300
News Corporation Cl. A COM 65249B109 3,840 239,850 SH   SOLE 0 78,850 0 161,000
PNC Financial Services COM 693475105 10,194 109,335 SH   SOLE 0 42,950 0 66,385
Pall Corp. COM 696429307 6,555 65,300 SH   SOLE 0 25,625 0 39,675
Pitney Bowes Inc COM 724479100 2,923 125,325 SH   SOLE 0 41,600 0 83,725
Praxair Inc COM 74005P104 5,087 42,130 SH   SOLE 0 16,560 0 25,570
Principal Finl Grp Inc COM 74251V102 15,668 304,995 SH   SOLE 0 119,800 0 185,195
Quest Diagnostics Inc COM 74834L100 4,428 57,625 SH   SOLE 0 19,100 0 38,525
Regeneron Pharmaceuticals COM 75886F107 3,352 7,425 SH   SOLE 0 2,475 0 4,950
Robert Half International Co. COM 770323103 628 10,375 SH   SOLE 0 3,450 0 6,925
Ross Stores Inc. COM 778296103 2,818 26,750 SH   SOLE 0 8,900 0 17,850
Scripps Networks COM 811065101 2,749 40,100 SH   SOLE 0 13,250 0 26,850
Service Corp. Int'l COM 817565104 3,781 145,150 SH   SOLE 0 48,000 0 97,150
Southwest Airlines COM 844741108 14,247 321,610 SH   SOLE 0 126,270 0 195,340
St. Jude Medical Inc. COM 790849103 13,321 203,680 SH   SOLE 0 79,950 0 123,730
Starwood Hotels & Resorts Worl COM 85590A401 15,085 180,660 SH   SOLE 0 70,950 0 109,710
Synaptics Inc. COM 87157D109 3,848 47,325 SH   SOLE 0 15,750 0 31,575
Texas Instruments, Inc. COM 882508104 22,425 392,140 SH   SOLE 0 153,925 0 238,215
United Continental Hldgs Inc. COM 910047109 14,189 210,990 SH   SOLE 0 82,825 0 128,165
V.F. Corp. COM 918204108 14,969 198,760 SH   SOLE 0 77,025 0 121,735
WABCO Holdings Inc COM 92927K102 2,869 23,350 SH   SOLE 0 7,750 0 15,600
Walgreens Boots Alliance, Inc. COM 931427108 14,872 175,625 SH   SOLE 0 68,950 0 106,675
Waters Corp. COM 941848103 3,447 27,725 SH   SOLE 0 9,200 0 18,525
Western Digital Corp COM 958102105 11,759 129,205 SH   SOLE 0 50,775 0 78,430
Woodward, Inc. COM 980745103 2,762 54,150 SH   SOLE 0 18,000 0 36,150
Zoetis Inc. COM 98978V103 3,935 85,000 SH   SOLE 0 28,225 0 56,775
ARM Holdings ADR 042068106 1,406 28,525 SH   SOLE 0 9,475 0 19,050
Grupo Aeroportuario Del Centro ADR 400501102 1,221 31,400 SH   SOLE 0 10,325 0 21,075
Grupo Aeroportuario Del Pacifi ADR 400506101 1,085 16,550 SH   SOLE 0 5,450 0 11,100
Grupo Aeroportuario Del Surest ADR 40051E202 867 6,450 SH   SOLE 0 2,125 0 4,325