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
Activision Blizzard Inc COM 00507V109 20,636 668,035 SH   SOLE 0 265,000 0 403,035
Adobe Systems, Inc. COM 00724F101 11,256 136,895 SH   SOLE 0 54,300 0 82,595
Alaska Air Group COM 011659109 13,653 171,850 SH   SOLE 0 68,175 0 103,675
Alliance Data Systems COM 018581108 2,045 7,900 SH   SOLE 0 1,775 0 6,125
Ally Financial COM 02005N100 1,065 52,275 SH   SOLE 0 11,600 0 40,675
Alphabet Inc. COM 02079K305 12,672 19,850 SH   SOLE 0 7,875 0 11,975
Amazon.com Inc. COM 023135106 14,664 28,646 SH   SOLE 0 11,346 0 17,300
American Airlines Group Inc. COM 02376R102 2,155 55,500 SH   SOLE 0 12,350 0 43,150
American Electric Power COM 025537101 7,188 126,410 SH   SOLE 0 50,150 0 76,260
AmerisourceBergen Corp COM 03073E105 14,301 150,550 SH   SOLE 0 56,325 0 94,225
Amgen Inc COM 031162100 14,277 103,220 SH   SOLE 0 40,925 0 62,295
Anthem, Inc. COM 036752103 12,707 90,765 SH   SOLE 0 35,975 0 54,790
Apple Inc. COM 037833100 34,119 309,326 SH   SOLE 0 118,001 0 191,325
Becton Dickinson & Co. COM 075887109 6,082 45,850 SH   SOLE 0 18,125 0 27,725
Best Buy, Inc. COM 086516101 14,591 393,075 SH   SOLE 0 155,925 0 237,150
Biogen Idec, Inc. COM 09062X103 12,577 43,100 SH   SOLE 0 17,150 0 25,950
Boeing Co COM 097023105 19,850 151,584 SH   SOLE 0 60,144 0 91,440
Boston Scientific Corp. COM 101137107 12,749 776,880 SH   SOLE 0 308,125 0 468,755
Bruker Corp. COM 116794108 496 30,200 SH   SOLE 0 6,700 0 23,500
CBOE Holdngs, Inc. COM 12503M108 1,342 20,000 SH   SOLE 0 4,450 0 15,550
Celgene Corp. COM 151020104 11,747 108,600 SH   SOLE 0 43,075 0 65,525
Cognizant Technology Solutions COM 192446102 19,369 309,355 SH   SOLE 0 122,775 0 186,580
Community Health Systems Inc. COM 203668108 2,995 70,025 SH   SOLE 0 15,575 0 54,450
Constellation Brands, Inc. COM 21036P108 14,595 116,565 SH   SOLE 0 46,250 0 70,315
Costco Wholesale Corp COM 22160K105 13,675 94,590 SH   SOLE 0 37,515 0 57,075
Danaher Corp COM 235851102 13,527 158,750 SH   SOLE 0 62,975 0 95,775
Decker Outdoor Corp. COM 243537107 2,319 39,950 SH   SOLE 0 8,875 0 31,075
Dow Chemical Company COM 260543103 12,699 299,500 SH   SOLE 0 118,850 0 180,650
Dr. Pepper Snapple Group, Inc. COM 26138E109 14,888 188,335 SH   SOLE 0 74,675 0 113,660
Electronic Arts, Inc. COM 285512109 2,442 36,050 SH   SOLE 0 8,025 0 28,025
Estee Lauder Companies COM 518439104 12,929 160,250 SH   SOLE 0 63,550 0 96,700
Expedia, Inc. COM 30212P303 709 6,025 SH   SOLE 0 1,325 0 4,700
Facebook, Inc. COM 30303M102 14,226 158,245 SH   SOLE 0 62,775 0 95,470
Fairchild Semiconductor COM 303726103 425 30,275 SH   SOLE 0 6,750 0 23,525
Federated Investors Inc. COM 314211103 2,831 97,975 SH   SOLE 0 21,675 0 76,300
Fidelity National Info Srv COM 31620M106 14,528 216,570 SH   SOLE 0 85,975 0 130,595
Foot Locker, Inc COM 344849104 3,781 52,525 SH   SOLE 0 11,675 0 40,850
General Dynamics COM 369550108 3,279 23,775 SH   SOLE 0 5,275 0 18,500
Genuine Parts Co COM 372460105 6,604 79,675 SH   SOLE 0 31,605 0 48,070
Gray Television COM 389375106 2,625 205,700 SH   SOLE 0 45,800 0 159,900
Harley-Davidson, Inc. COM 412822108 2,494 45,425 SH   SOLE 0 10,050 0 35,375
Hasbro Inc COM 418056107 2,393 33,175 SH   SOLE 0 7,375 0 25,800
Health Net Inc. COM 42222G108 1,987 33,000 SH   SOLE 0 7,350 0 25,650
Hertz Global Holdings, Inc. COM 42805T105 954 57,050 SH   SOLE 0 12,725 0 44,325
Home Depot Inc COM 437076102 14,202 122,975 SH   SOLE 0 48,775 0 74,200
Hormel Foods Corp. COM 440452100 15,531 245,320 SH   SOLE 0 97,475 0 147,845
Imax Corp. COM 45245E109 2,225 65,850 SH   SOLE 0 14,650 0 51,200
Intuitive Surgical Inc. COM 46120E602 1,884 4,100 SH   SOLE 0 900 0 3,200
Johnson Controls Inc. COM 478366107 9,546 230,795 SH   SOLE 0 91,600 0 139,195
KB Home COM 48666K109 2,080 153,475 SH   SOLE 0 34,050 0 119,425
Las Vegas Sands Corp. COM 517834107 776 20,425 SH   SOLE 0 4,525 0 15,900
Marathon Petroleum Corp. COM 56585A102 3,450 74,475 SH   SOLE 0 16,575 0 57,900
Markit Ltd. COM G58249106 2,453 84,600 SH   SOLE 0 18,725 0 65,875
Mastercard Inc Cl A COM 57636Q104 12,957 143,775 SH   SOLE 0 57,025 0 86,750
McGraw Hill Financial, Inc. COM 580645109 14,110 163,125 SH   SOLE 0 59,325 0 103,800
Mead Johnson Nutrition Co. COM 582839106 1,440 20,450 SH   SOLE 0 4,550 0 15,900
Murphy USA, Inc. COM 626755102 2,791 50,800 SH   SOLE 0 11,300 0 39,500
Netflix Inc COM 64110L106 6,722 65,100 SH   SOLE 0 25,825 0 39,275
PNC Financial Services COM 693475105 9,927 111,285 SH   SOLE 0 44,200 0 67,085
Paccar Inc. COM 693718108 3,595 68,900 SH   SOLE 0 15,300 0 53,600
Pfizer Inc. COM 717081103 18,994 604,725 SH   SOLE 0 239,875 0 364,850
Principal Finl Grp Inc COM 74251V102 9,783 206,645 SH   SOLE 0 81,950 0 124,695
Prudential Financial Inc. COM 744320102 11,776 154,525 SH   SOLE 0 61,300 0 93,225
Quest Diagnostics Inc COM 74834L100 1,934 31,475 SH   SOLE 0 6,975 0 24,500
Red Hat, Inc. COM 756577102 498 6,925 SH   SOLE 0 1,550 0 5,375
Regeneron Pharmaceuticals COM 75886F107 477 1,025 SH   SOLE 0 200 0 825
Robert Half International Co. COM 770323103 1,559 30,475 SH   SOLE 0 6,750 0 23,725
Ross Stores Inc. COM 778296103 19,898 410,525 SH   SOLE 0 162,825 0 247,700
SanDisk Corp. COM 80004C101 1,929 35,500 SH   SOLE 0 7,900 0 27,600
Scripps Networks COM 811065101 2,701 54,900 SH   SOLE 0 12,225 0 42,675
Seagate Technology COM G7945M107 1,724 38,475 SH   SOLE 0 8,542 0 29,933
Skyworks Solutions Inc. COM 83088M102 9,697 115,150 SH   SOLE 0 45,625 0 69,525
Southwest Airlines COM 844741108 1,008 26,500 SH   SOLE 0 5,900 0 20,600
St. Jude Medical Inc. COM 790849103 13,091 207,505 SH   SOLE 0 82,325 0 125,180
Starwood Hotels & Resorts Worl COM 85590A401 16,865 253,685 SH   SOLE 0 100,650 0 153,035
Supervalu, Inc. COM 868536103 449 62,475 SH   SOLE 0 13,850 0 48,625
Synaptics Inc. COM 87157D109 1,173 14,225 SH   SOLE 0 3,175 0 11,050
Tegna COM 87901J105 3,083 137,750 SH   SOLE 0 30,675 0 107,075
Tesoro Corp. COM 881609101 6,656 68,450 SH   SOLE 0 27,125 0 41,325
Texas Instruments, Inc. COM 882508104 6,951 140,365 SH   SOLE 0 55,650 0 84,715
Under Armour COM 904311107 513 5,300 SH   SOLE 0 1,175 0 4,125
United Parcel Svc Inc COM 911312106 13,370 135,475 SH   SOLE 0 53,700 0 81,775
V.F. Corp. COM 918204108 12,652 185,485 SH   SOLE 0 73,600 0 111,885
Ventas, Inc. COM 92276F100 6,535 116,575 SH   SOLE 0 46,250 0 70,325
WABCO Holdings Inc COM 92927K102 2,097 20,025 SH   SOLE 0 4,425 0 15,600
WPX Energy Inc. COM 98212B103 186 28,150 SH   SOLE 0 6,275 0 21,875
Walgreens Boots Alliance, Inc. COM 931427108 20,544 247,225 SH   SOLE 0 98,025 0 149,200
Walt Disney Co COM 254687106 20,075 196,425 SH   SOLE 0 77,925 0 118,500
Waters Corp. COM 941848103 969 8,200 SH   SOLE 0 1,825 0 6,375
Wolverine Worldwide COM 978097103 793 36,625 SH   SOLE 0 8,125 0 28,500
Woodward, Inc. COM 980745103 1,891 46,450 SH   SOLE 0 10,300 0 36,150
Zimmer Biomet Holdings COM 98956P102 4,023 42,825 SH   SOLE 0 9,525 0 33,300
Crown Castle International REIT 22822V101 970 12,300 SH   SOLE 0 2,750 0 9,550
ARM Holdings ADR 042068106 1,057 24,450 SH   SOLE 0 5,400 0 19,050
Aon PLC ADR G0408V102 1,927 21,750 SH   SOLE 0 4,850 0 16,900
Grupo Aeroportuario Del Centro ADR 400501102 1,070 26,975 SH   SOLE 0 5,900 0 21,075
Grupo Aeroportuario Del Pacifi ADR 400506101 1,233 14,200 SH   SOLE 0 3,100 0 11,100
Grupo Aeroportuario Del Surest ADR 40051E202 845 5,550 SH   SOLE 0 1,225 0 4,325
Grupo Televisa SA ADR 40049J206 939 36,075 SH   SOLE 0 8,050 0 28,025
Melco Crown Entertainment Ltd ADR 585464100 517 37,575 SH   SOLE 0 8,375 0 29,200