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
Aon PLC ADR G0408V102 2,010 21,793 SH   SOLE 0 4,893 0 16,900
Grupo Aeroportuario Del Centro ADR 400501102 621 16,157 SH   SOLE 0 3,621 0 12,536
Grupo Aeroportuario Del Pacifi ADR 400506101 661 7,490 SH   SOLE 0 1,665 0 5,825
Grupo Aeroportuario Del Surest ADR 40051E202 588 4,183 SH   SOLE 0 933 0 3,250
Jazz Pharmaceuticals plc ADR G50871105 588 4,183 SH   SOLE 0 933 0 3,250
Activision Blizzard Inc COM 00507V109 15,502 400,460 SH   SOLE 0 157,225 0 243,235
Adobe Systems, Inc. COM 00724F101 12,789 136,145 SH   SOLE 0 53,450 0 82,695
Advanced Auto Parts COM 00751Y106 3,043 20,215 SH   SOLE 0 4,540 0 15,675
Alaska Air Group COM 011659109 13,757 170,875 SH   SOLE 0 67,075 0 103,800
Alliance Data Systems COM 018581108 3,020 10,921 SH   SOLE 0 2,446 0 8,475
Ally Financial COM 02005N100 976 52,378 SH   SOLE 0 11,703 0 40,675
Alphabet Inc. COM 02079K305 21,142 27,175 SH   SOLE 0 10,700 0 16,475
Amazon.com Inc. COM 023135106 19,277 28,521 SH   SOLE 0 11,171 0 17,350
American Airlines Group Inc. COM 02376R102 979 23,120 SH   SOLE 0 5,195 0 17,925
Amgen Inc COM 031162100 14,134 87,070 SH   SOLE 0 34,175 0 52,895
Anthem, Inc. COM 036752103 12,587 90,265 SH   SOLE 0 35,400 0 54,865
Apple Inc. COM 037833100 27,889 264,951 SH   SOLE 0 103,651 0 161,300
Baxalta Inc. COM 07177M103 3,010 77,126 SH   SOLE 0 17,301 0 59,825
Becton Dickinson & Co. COM 075887109 14,927 96,875 SH   SOLE 0 38,025 0 58,850
Biogen Idec, Inc. COM 09062X103 13,135 42,875 SH   SOLE 0 16,900 0 25,975
Boeing Co COM 097023105 21,795 150,734 SH   SOLE 0 59,194 0 91,540
Boston Scientific Corp. COM 101137107 14,246 772,580 SH   SOLE 0 303,250 0 469,330
Bruker Corp. COM 116794108 734 30,259 SH   SOLE 0 6,759 0 23,500
CBOE Holdngs, Inc. COM 12503M108 3,521 54,257 SH   SOLE 0 12,182 0 42,075
CITRIX SYS INC COM COM 177376100 1,929 25,500 SH   SOLE 0 5,725 0 19,775
Celgene Corp. COM 151020104 12,934 108,000 SH   SOLE 0 42,400 0 65,600
Cerner Corp. COM 156782104 12,421 206,425 SH   SOLE 0 81,075 0 125,350
Cognizant Technology Solutions COM 192446102 6,127 102,080 SH   SOLE 0 40,075 0 62,005
Constellation Brands, Inc. COM 21036P108 16,511 115,915 SH   SOLE 0 45,525 0 70,390
Costco Wholesale Corp COM 22160K105 15,191 94,065 SH   SOLE 0 36,915 0 57,150
Danaher Corp COM 235851102 14,659 157,825 SH   SOLE 0 61,950 0 95,875
DepoMed Inc. COM 249908104 1,005 55,434 SH   SOLE 0 12,434 0 43,000
Dow Chemical Company COM 260543103 15,332 297,825 SH   SOLE 0 116,950 0 180,875
Dr. Pepper Snapple Group, Inc. COM 26138E109 17,455 187,285 SH   SOLE 0 73,500 0 113,785
Electronic Arts, Inc. COM 285512109 2,482 36,121 SH   SOLE 0 8,096 0 28,025
Ellie Mae, Inc. COM 28849P100 240 3,983 SH   SOLE 0 883 0 3,100
Estee Lauder Companies COM 518439104 14,032 159,350 SH   SOLE 0 62,525 0 96,825
Expedia, Inc. COM 30212P303 1,056 8,492 SH   SOLE 0 1,917 0 6,575
FMC Technologies INc COM 30249U101 1,320 45,489 SH   SOLE 0 10,189 0 35,300
Facebook, Inc. COM 30303M102 16,470 157,370 SH   SOLE 0 61,775 0 95,595
Federated Investors Inc. COM 314211103 3,394 118,457 SH   SOLE 0 26,632 0 91,825
Fidelity National Info Srv COM 31620M106 13,053 215,395 SH   SOLE 0 84,625 0 130,770
FleetCor Technologies, Inc. COM 339041105 1,958 13,702 SH   SOLE 0 3,077 0 10,625
Foot Locker, Inc COM 344849104 3,426 52,628 SH   SOLE 0 11,778 0 40,850
General Dynamics COM 369550108 3,272 23,822 SH   SOLE 0 5,322 0 18,500
General Motors COM 37045V100 6,536 192,175 SH   SOLE 0 78,650 0 113,525
Genuine Parts Co COM 372460105 6,805 79,225 SH   SOLE 0 31,105 0 48,120
Gray Television COM 389375106 2,595 159,213 SH   SOLE 0 35,663 0 123,550
Hasbro Inc COM 418056107 3,115 46,241 SH   SOLE 0 10,391 0 35,850
Health Net Inc. COM 42222G108 2,264 33,065 SH   SOLE 0 7,415 0 25,650
Home Depot Inc COM 437076102 16,174 122,300 SH   SOLE 0 48,025 0 74,275
Hormel Foods Corp. COM 440452100 19,291 243,945 SH   SOLE 0 95,925 0 148,020
Intuitive Surgical Inc. COM 46120E602 2,818 5,159 SH   SOLE 0 1,159 0 4,000
Johnson Controls Inc. COM 478366107 9,255 234,370 SH   SOLE 0 90,150 0 144,220
Jones Lang LaSalle, Inc. COM 48020Q107 2,026 12,675 SH   SOLE 0 2,850 0 9,825
KB Home COM 48666K109 2,788 226,119 SH   SOLE 0 50,794 0 175,325
Mastercard Inc Cl A COM 57636Q104 13,922 143,000 SH   SOLE 0 56,125 0 86,875
McGraw Hill Financial, Inc. COM 580645109 16,013 162,435 SH   SOLE 0 58,535 0 103,900
Mead Johnson Nutrition Co. COM 582839106 3,443 43,611 SH   SOLE 0 9,786 0 33,825
Microsoft Corp. COM 594918104 13,978 251,950 SH   SOLE 0 98,850 0 153,100
Murphy USA, Inc. COM 626755102 3,092 50,900 SH   SOLE 0 11,400 0 39,500
Netflix Inc COM 64110L106 7,403 64,725 SH   SOLE 0 25,400 0 39,325
Old Republic International, In COM 680223104 2,062 110,667 SH   SOLE 0 24,842 0 85,825
PNC Financial Services COM 693475105 13,952 146,385 SH   SOLE 0 57,425 0 88,960
PayPal Holdings, Inc. COM 70450Y103 14,641 404,456 SH   SOLE 0 153,906 0 250,550
Perrigo Company COM G97822103 1,943 13,426 SH   SOLE 0 3,001 0 10,425
Pfizer Inc. COM 717081103 13,541 419,500 SH   SOLE 0 164,600 0 254,900
Phillips 66 COM 718546104 6,194 75,725 SH   SOLE 0 29,725 0 46,000
Principal Finl Grp Inc COM 74251V102 9,243 205,495 SH   SOLE 0 80,650 0 124,845
Prudential Financial Inc. COM 744320102 12,513 153,700 SH   SOLE 0 60,350 0 93,350
Quest Diagnostics Inc COM 74834L100 2,244 31,537 SH   SOLE 0 7,037 0 24,500
Red Hat, Inc. COM 756577102 575 6,939 SH   SOLE 0 1,564 0 5,375
Ross Stores Inc. COM 778296103 21,969 408,275 SH   SOLE 0 160,250 0 248,025
SanDisk Corp. COM 80004C101 3,209 42,233 SH   SOLE 0 9,458 0 32,775
Scripps Networks COM 811065101 2,426 43,936 SH   SOLE 0 9,861 0 34,075
Seagate Technology COM G7945M107 1,939 52,879 SH   SOLE 0 11,846 0 41,033
Skyworks Solutions Inc. COM 83088M102 8,801 114,550 SH   SOLE 0 44,925 0 69,625
Southwest Airlines COM 844741108 16,797 390,090 SH   SOLE 0 145,465 0 244,625
St. Jude Medical Inc. COM 790849103 12,747 206,355 SH   SOLE 0 81,025 0 125,330
Supervalu, Inc. COM 868536103 424 62,598 SH   SOLE 0 13,973 0 48,625
Synchrony Financial COM 87165B103 3,520 115,752 SH   SOLE 0 25,977 0 89,775
Take Two Interactive Software COM 874054109 1,087 31,186 SH   SOLE 0 6,986 0 24,200
Tegna COM 87901J105 3,522 138,021 SH   SOLE 0 30,946 0 107,075
Tesoro Corp. COM 881609101 7,173 68,075 SH   SOLE 0 26,700 0 41,375
Texas Instruments, Inc. COM 882508104 13,432 245,065 SH   SOLE 0 96,150 0 148,915
United Parcel Svc Inc COM 911312106 12,965 134,725 SH   SOLE 0 52,850 0 81,875
V.F. Corp. COM 918204108 11,481 184,435 SH   SOLE 0 72,425 0 112,010
Ventas, Inc. COM 92276F100 11,066 196,100 SH   SOLE 0 76,975 0 119,125
Walgreens Boots Alliance, Inc. COM 931427108 14,481 170,050 SH   SOLE 0 66,750 0 103,300
Walt Disney Co COM 254687106 20,525 195,325 SH   SOLE 0 76,675 0 118,650
Zimmer Biomet Holdings COM 98956P102 4,402 42,908 SH   SOLE 0 9,608 0 33,300
Crown Castle International REIT 22822V101 3,666 42,408 SH   SOLE 0 9,508 0 32,900