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
Grupo Aeroportuario Del Centro ADR 400501102 965 20,344 SH   SOLE 0 3,108 0 17,236
Grupo Aeroportuario Del Pacifi ADR 400506101 930 9,065 SH   SOLE 0 1,390 0 7,675
Grupo Aeroportuario Del Surest ADR 40051E202 910 5,708 SH   SOLE 0 883 0 4,825
Adobe Systems, Inc. COM 00724F101 12,492 130,420 SH   SOLE 0 44,875 0 85,545
Aflac Inc. COM 001055102 14,946 207,125 SH   SOLE 0 71,225 0 135,900
Allergan plc COM G0177J108 1,768 7,655 SH   SOLE 0 1,180 0 6,475
Alliance Data Systems COM 018581108 2,645 13,504 SH   SOLE 0 2,079 0 11,425
Alphabet Inc. COM 02079K305 21,457 30,500 SH   SOLE 0 10,450 0 20,050
Amazon.com Inc. COM 023135106 14,613 20,421 SH   SOLE 0 7,021 0 13,400
Ameriprise Financial Inc COM 03076C106 6,302 70,150 SH   SOLE 0 24,025 0 46,125
AmerisourceBergen Corp COM 03073E105 2,949 37,179 SH   SOLE 0 5,729 0 31,450
Amgen Inc COM 031162100 12,692 83,420 SH   SOLE 0 28,675 0 54,745
Anthem, Inc. COM 036752103 11,362 86,515 SH   SOLE 0 29,775 0 56,740
Apple Inc. COM 037833100 23,974 250,776 SH   SOLE 0 85,876 0 164,900
Autozone Inc. COM 053332102 13,614 17,150 SH   SOLE 0 5,900 0 11,250
Baxter International COM 071813109 14,560 322,000 SH   SOLE 0 110,750 0 211,250
Becton Dickinson & Co. COM 075887109 15,742 92,825 SH   SOLE 0 31,950 0 60,875
Boeing Co COM 097023105 12,689 97,709 SH   SOLE 0 33,644 0 64,065
Boston Scientific Corp. COM 101137107 17,291 739,905 SH   SOLE 0 254,275 0 485,630
CBOE Holdngs, Inc. COM 12503M108 2,450 36,782 SH   SOLE 0 5,682 0 31,100
CarMax Inc. COM 143130102 6,290 128,300 SH   SOLE 0 44,125 0 84,175
Centene Corp. COM 15135B101 3,531 49,478 SH   SOLE 0 7,604 0 41,874
Cerner Corp. COM 156782104 11,594 197,850 SH   SOLE 0 68,125 0 129,725
Citrix Systems, Inc. COM 177376100 1,045 13,052 SH   SOLE 0 2,002 0 11,050
Coca-Cola Co. COM 191216100 6,624 146,150 SH   SOLE 0 50,275 0 95,875
Cognizant Technology Solutions COM 192446102 11,682 204,105 SH   SOLE 0 70,100 0 134,005
Colfax Corporation COM 194014106 1,768 66,843 SH   SOLE 0 10,268 0 56,575
Constellation Brands, Inc. COM 21036P108 13,912 84,115 SH   SOLE 0 28,950 0 55,165
Cooper Companies, Inc. COM 216648402 1,998 11,650 SH   SOLE 0 1,800 0 9,850
Danaher Corp COM 235851102 15,281 151,300 SH   SOLE 0 52,075 0 99,225
Devon Energy Corp. COM 25179M103 839 23,150 SH   SOLE 0 7,400 0 15,750
Dish Network Corp. Cl. A COM 25470M109 14,488 276,500 SH   SOLE 0 95,075 0 181,425
Dollar Gen Corp New COM 256677105 916 9,746 SH   SOLE 0 1,496 0 8,250
Dow Chemical Company COM 260543103 14,185 285,375 SH   SOLE 0 98,200 0 187,175
Edgewell Personal Care Co. COM 28035Q102 3,000 35,552 SH   SOLE 0 5,477 0 30,075
Electronic Arts, Inc. COM 285512109 4,384 57,874 SH   SOLE 0 8,899 0 48,975
Estee Lauder Companies COM 518439104 13,891 152,625 SH   SOLE 0 52,450 0 100,175
Expedia, Inc. COM 30212P303 1,718 16,163 SH   SOLE 0 2,488 0 13,675
Exxon Mobil Corp. COM 30231G102 14,466 154,325 SH   SOLE 0 53,075 0 101,250
FTI Consulting, Inc. COM 302941109 911 22,400 SH   SOLE 0 3,450 0 18,950
Facebook, Inc. COM 30303M102 17,255 150,995 SH   SOLE 0 52,100 0 98,895
Fidelity National Info Srv COM 31620M106 15,210 206,445 SH   SOLE 0 71,150 0 135,295
FleetCor Technologies, Inc. COM 339041105 1,796 12,552 SH   SOLE 0 1,927 0 10,625
Foot Locker, Inc COM 344849104 762 13,900 SH   SOLE 0 2,125 0 11,775
General Dynamics COM 369550108 2,337 16,786 SH   SOLE 0 2,586 0 14,200
Genuine Parts Co COM 372460105 7,695 76,000 SH   SOLE 0 26,205 0 49,795
Gray Television COM 389375106 2,599 239,601 SH   SOLE 0 36,851 0 202,750
Halliburton Company COM 406216101 654 14,450 SH   SOLE 0 4,625 0 9,825
Hartford Financial Services Gr COM 416515104 6,856 154,500 SH   SOLE 0 52,975 0 101,525
Hilton Worldwide Holdings COM 43300A104 13,026 578,175 SH   SOLE 0 198,675 0 379,500
HollyFrontier Corp. COM 436106108 1,578 66,425 SH   SOLE 0 10,225 0 56,200
Home Depot Inc COM 437076102 14,958 117,150 SH   SOLE 0 40,300 0 76,850
Incyte Corp. COM 45337C102 1,815 22,700 SH   SOLE 0 3,500 0 19,200
Intuitive Surgical Inc. COM 46120E602 16,756 25,334 SH   SOLE 0 7,809 0 17,525
JM Smucker Co. COM 832696405 6,961 45,675 SH   SOLE 0 15,675 0 30,000
Jones Lang LaSalle, Inc. COM 48020Q107 2,796 28,694 SH   SOLE 0 4,394 0 24,300
Knowles Corp. COM 49926D109 1,188 86,875 SH   SOLE 0 13,375 0 73,500
Mallinckrodt plc COM G5785G107 959 15,785 SH   SOLE 0 2,435 0 13,350
Mastercard Inc Cl A COM 57636Q104 12,062 136,975 SH   SOLE 0 47,075 0 89,900
Maxim Integrated Products COM 57772K101 450 12,629 SH   SOLE 0 1,954 0 10,675
McDonald's Corp. COM 580135101 6,140 51,025 SH   SOLE 0 17,575 0 33,450
Mead Johnson Nutrition Co. COM 582839106 3,624 39,936 SH   SOLE 0 6,111 0 33,825
Microsoft Corp. COM 594918104 12,353 241,425 SH   SOLE 0 83,000 0 158,425
Norwegian Cruise Line Holdings COM G66721104 1,402 35,203 SH   SOLE 0 5,428 0 29,775
PNC Financial Services COM 693475105 11,413 140,235 SH   SOLE 0 48,175 0 92,060
PayPal Holdings, Inc. COM 70450Y103 16,054 439,722 SH   SOLE 0 136,222 0 303,500
Paychex, Inc. COM 704326107 15,071 253,300 SH   SOLE 0 87,225 0 166,075
Perrigo Company COM G97822103 2,737 30,192 SH   SOLE 0 4,642 0 25,550
Pfizer Inc. COM 717081103 14,154 402,000 SH   SOLE 0 138,225 0 263,775
Proctor & Gamble Co. COM 742718109 11,959 141,250 SH   SOLE 0 48,600 0 92,650
Red Hat, Inc. COM 756577102 927 12,778 SH   SOLE 0 1,953 0 10,825
Rite Aid Corp. COM 767754104 2,583 344,955 SH   SOLE 0 52,980 0 291,975
Ross Stores Inc. COM 778296103 13,025 229,775 SH   SOLE 0 78,975 0 150,800
Royal Caribbean Cruises Ltd COM V7780T103 1,108 16,501 SH   SOLE 0 2,526 0 13,975
S&P Global, Inc. COM 78409V104 13,563 126,450 SH   SOLE 0 43,550 0 82,900
SBA Communications Corp COM 78388J106 1,542 14,292 SH   SOLE 0 2,217 0 12,075
Scripps Networks COM 811065101 2,200 35,337 SH   SOLE 0 5,412 0 29,925
Skyworks Solutions Inc. COM 83088M102 456 7,216 SH   SOLE 0 1,116 0 6,100
Southwest Airlines COM 844741108 14,579 371,840 SH   SOLE 0 119,915 0 251,925
Splunk Inc. COM 848637104 6,120 112,975 SH   SOLE 0 38,825 0 74,150
Starz Ser. A COM 85571Q102 1,031 34,475 SH   SOLE 0 5,300 0 29,175
Synchrony Financial COM 87165B103 2,871 113,577 SH   SOLE 0 17,477 0 96,100
Target Corp COM 87612E106 13,047 186,875 SH   SOLE 0 64,475 0 122,400
Tegna COM 87901J105 3,336 144,008 SH   SOLE 0 22,133 0 121,875
Texas Instruments, Inc. COM 882508104 14,711 234,815 SH   SOLE 0 80,700 0 154,115
Verisk Analytics, Inc COM 92345Y106 1,958 24,150 SH   SOLE 0 3,700 0 20,450
Walgreens Boots Alliance, Inc. COM 931427108 13,564 162,900 SH   SOLE 0 56,000 0 106,900
Walt Disney Co COM 254687106 12,516 127,950 SH   SOLE 0 44,050 0 83,900
Western Digital Corp COM 958102105 15,212 321,900 SH   SOLE 0 110,700 0 211,200
Zimmer Biomet Holdings COM 98956P102 3,985 33,108 SH   SOLE 0 5,108 0 28,000
Camden Property Trust REIT 133131102 3,079 34,826 SH   SOLE 0 5,351 0 29,475
Simon Property Group REIT 828806109 13,680 63,075 SH   SOLE 0 21,650 0 41,425
Taubman Centers Inc. REIT 876664103 3,043 41,013 SH   SOLE 0 6,313 0 34,700
Ventas, Inc. REIT 92276F100 13,690 188,000 SH   SOLE 0 64,700 0 123,300