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 20,302 838,560 SH   SOLE 0 333,175 0 505,385
Adobe Systems, Inc. COM 00724F101 11,367 140,320 SH   SOLE 0 55,750 0 84,570
Aircastle Ltd. COM G0129K104 2,106 92,900 SH   SOLE 0 30,725 0 62,175
Ally Financial COM 02005N100 1,368 60,975 SH   SOLE 0 20,300 0 40,675
American Airlines Group Inc. COM 02376R102 1,113 27,875 SH   SOLE 0 9,250 0 18,625
American Electric Power COM 025537101 6,864 129,585 SH   SOLE 0 51,500 0 78,085
AmerisourceBergen Corp COM 03073E105 23,382 219,875 SH   SOLE 0 85,125 0 134,750
Amgen Inc COM 031162100 13,179 85,845 SH   SOLE 0 34,125 0 51,720
Anthem, Inc. COM 036752103 18,029 109,840 SH   SOLE 0 43,650 0 66,190
Apple Inc. COM 037833100 21,909 174,675 SH   SOLE 0 69,450 0 105,225
Autodesk, Inc. COM 052769106 11,696 233,565 SH   SOLE 0 92,800 0 140,765
Autozone Inc. COM 053332102 15,525 23,280 SH   SOLE 0 9,260 0 14,020
Becton Dickinson & Co. COM 075887109 14,303 100,975 SH   SOLE 0 40,175 0 60,800
Belden Inc. COM 077454106 3,115 38,350 SH   SOLE 0 12,725 0 25,625
Best Buy, Inc. COM 086516101 13,142 403,000 SH   SOLE 0 160,150 0 242,850
Boeing Co COM 097023105 17,498 126,140 SH   SOLE 0 50,100 0 76,040
Boston Scientific Corp. COM 101137107 21,157 1,195,305 SH   SOLE 0 475,000 0 720,305
Bruker Corp. COM 116794108 719 35,225 SH   SOLE 0 11,725 0 23,500
Bunge Limited COM G16962105 1,249 14,225 SH   SOLE 0 4,725 0 9,500
CH Robinson Worldwide Inc. COM 12541W209 2,162 34,650 SH   SOLE 0 11,500 0 23,150
CIT Group Inc. COM 125581801 2,299 49,450 SH   SOLE 0 16,400 0 33,050
CSX Corp. COM 126408103 12,042 368,830 SH   SOLE 0 146,625 0 222,205
Cameron International Corp. COM 13342B105 14,454 276,000 SH   SOLE 0 109,650 0 166,350
Cardinal Health Inc. COM 14149Y108 14,259 170,465 SH   SOLE 0 67,775 0 102,690
CenturyLink, Inc. COM 156700106 12,270 417,625 SH   SOLE 0 165,900 0 251,725
Cognizant Technology Solutions COM 192446102 19,372 317,105 SH   SOLE 0 126,050 0 191,055
Community Health Systems Inc. COM 203668108 3,252 51,650 SH   SOLE 0 17,175 0 34,475
Constellation Brands, Inc. COM 21036P108 21,538 185,640 SH   SOLE 0 73,825 0 111,815
Costco Wholesale Corp COM 22160K105 13,097 96,975 SH   SOLE 0 38,550 0 58,425
Dean Foods COM 242370203 1,066 65,950 SH   SOLE 0 21,900 0 44,050
Dr. Pepper Snapple Group, Inc. COM 26138E109 14,072 193,035 SH   SOLE 0 76,675 0 116,360
EOG Resources Inc. COM 26875P101 14,311 163,460 SH   SOLE 0 64,950 0 98,510
Estee Lauder Companies COM 518439104 14,236 164,275 SH   SOLE 0 65,275 0 99,000
Facebook, Inc. COM 30303M102 13,911 162,195 SH   SOLE 0 64,450 0 97,745
Fairchild Semiconductor COM 303726103 1,319 75,900 SH   SOLE 0 25,225 0 50,675
Federated Investors Inc. COM 314211103 3,825 114,225 SH   SOLE 0 37,925 0 76,300
Fidelity National Info Srv COM 31620M106 13,719 221,995 SH   SOLE 0 88,275 0 133,720
Foot Locker, Inc COM 344849104 4,105 61,275 SH   SOLE 0 20,425 0 40,850
Freescale Semiconductor, Ltd. COM G3727Q101 2,259 56,525 SH   SOLE 0 18,725 0 37,800
General Dynamics COM 369550108 3,931 27,750 SH   SOLE 0 9,250 0 18,500
Genuine Parts Co COM 372460105 12,308 137,475 SH   SOLE 0 54,605 0 82,870
Harley-Davidson, Inc. COM 412822108 2,984 52,950 SH   SOLE 0 17,575 0 35,375
Hertz Global Holdings, Inc. COM 42805T105 1,165 64,300 SH   SOLE 0 21,400 0 42,900
Hewlett-Packard Co COM 428236103 13,589 452,820 SH   SOLE 0 180,550 0 272,270
Home Depot Inc COM 437076102 21,518 193,625 SH   SOLE 0 76,925 0 116,700
Hormel Foods Corp. COM 440452100 14,174 251,445 SH   SOLE 0 100,075 0 151,370
Johnson Controls Inc. COM 478366107 19,029 384,195 SH   SOLE 0 152,775 0 231,420
KB Home COM 48666K109 2,971 179,000 SH   SOLE 0 59,575 0 119,425
Kohl's Corp COM 500255104 3,203 51,175 SH   SOLE 0 17,025 0 34,150
Lennar Corp Cl A COM 526057104 4,166 81,625 SH   SOLE 0 27,175 0 54,450
Marathon Petroleum Corp. COM 56585A102 2,741 52,400 SH   SOLE 0 17,400 0 35,000
Markit Ltd. COM G58249106 2,522 98,625 SH   SOLE 0 32,750 0 65,875
Mastercard Inc Cl A COM 57636Q104 16,121 172,450 SH   SOLE 0 68,550 0 103,900
Maxim Integrated Products COM 57772K101 2,489 72,000 SH   SOLE 0 23,950 0 48,050
McGraw Hill Financial, Inc. COM 580645109 17,225 171,475 SH   SOLE 0 65,775 0 105,700
Mead Johnson Nutrition Co. COM 582839106 2,860 31,700 SH   SOLE 0 10,475 0 21,225
Monsanto Co. COM 61166W101 6,537 61,330 SH   SOLE 0 23,995 0 37,335
Murphy USA, Inc. COM 626755102 2,471 44,275 SH   SOLE 0 14,725 0 29,550
NXP Semiconductor COM N6596X109 3,086 31,425 SH   SOLE 0 10,450 0 20,975
National Instruments COM 636518102 1,044 35,450 SH   SOLE 0 11,750 0 23,700
Navient Corp. COM 63938C108 3,815 209,600 SH   SOLE 0 69,750 0 139,850
PNC Financial Services COM 693475105 10,912 114,085 SH   SOLE 0 45,375 0 68,710
Paccar Inc. COM 693718108 5,127 80,350 SH   SOLE 0 26,750 0 53,600
Principal Finl Grp Inc COM 74251V102 16,330 318,395 SH   SOLE 0 126,600 0 191,795
Prudential Financial Inc. COM 744320102 13,865 158,425 SH   SOLE 0 62,950 0 95,475
Qualcomm Inc. COM 747525103 13,739 219,375 SH   SOLE 0 87,175 0 132,200
Quest Diagnostics Inc COM 74834L100 2,662 36,725 SH   SOLE 0 12,225 0 24,500
Robert Half International Co. COM 770323103 1,972 35,525 SH   SOLE 0 11,800 0 23,725
Ross Stores Inc. COM 778296103 23,707 487,700 SH   SOLE 0 189,500 0 298,200
SanDisk Corp. COM 80004C101 1,888 32,425 SH   SOLE 0 10,800 0 21,625
Scripps Networks COM 811065101 3,911 59,825 SH   SOLE 0 19,900 0 39,925
Seagate Technology COM G7945M107 1,779 37,450 SH   SOLE 0 12,450 0 25,000
Service Corp. Int'l COM 817565104 4,272 145,150 SH   SOLE 0 48,000 0 97,150
St. Jude Medical Inc. COM 790849103 15,542 212,705 SH   SOLE 0 84,525 0 128,180
Starwood Hotels & Resorts Worl COM 85590A401 21,088 260,060 SH   SOLE 0 103,350 0 156,710
Supervalu, Inc. COM 868536103 589 72,850 SH   SOLE 0 24,225 0 48,625
Synaptics Inc. COM 87157D109 4,105 47,325 SH   SOLE 0 15,750 0 31,575
Texas Instruments, Inc. COM 882508104 21,084 409,315 SH   SOLE 0 162,600 0 246,715
V.F. Corp. COM 918204108 14,423 206,810 SH   SOLE 0 81,100 0 125,710
WABCO Holdings Inc COM 92927K102 2,889 23,350 SH   SOLE 0 7,750 0 15,600
Walgreens Boots Alliance, Inc. COM 931427108 21,403 253,475 SH   SOLE 0 100,675 0 152,800
Waters Corp. COM 941848103 4,718 36,750 SH   SOLE 0 12,200 0 24,550
Western Digital Corp COM 958102105 10,571 134,805 SH   SOLE 0 53,625 0 81,180
Wolverine Worldwide COM 978097103 1,216 42,700 SH   SOLE 0 14,200 0 28,500
Woodward, Inc. COM 980745103 2,978 54,150 SH   SOLE 0 18,000 0 36,150
Zoetis Inc. COM 98978V103 4,096 85,000 SH   SOLE 0 28,225 0 56,775
ARM Holdings ADR 042068106 1,405 28,525 SH   SOLE 0 9,475 0 19,050
Grupo Aeroportuario Del Centro ADR 400501102 1,232 31,400 SH   SOLE 0 10,325 0 21,075
Grupo Aeroportuario Del Pacifi ADR 400506101 1,134 16,550 SH   SOLE 0 5,450 0 11,100
Grupo Aeroportuario Del Surest ADR 40051E202 915 6,450 SH   SOLE 0 2,125 0 4,325