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
Aaron's Inc (Class A) COM 002535300 1,233 23,445 SH   SOLE   23,445 0 0
Apple Inc. COM 037833100 1,483 7,807 SH   SOLE   7,807 0 0
AbbVie Inc. COM 00287Y109 912 11,312 SH   SOLE   11,312 0 0
Abbott Laboratories (US Listing) COM 002824100 1,677 20,979 SH   SOLE   20,979 0 0
Accenture Plc COM G1151C101 1,452 8,250 SH   SOLE   8,250 0 0
Assured Guaranty Ltd. COM G0585R106 1,470 33,078 SH   SOLE   33,078 0 0
TD Ameritrade Holding Corp. COM 87236Y108 1,133 22,662 SH   SOLE   22,662 0 0
Amazon Com COM 023135106 1,227 689 SH   SOLE   689 0 0
Ansys COM 03662Q105 1,376 7,530 SH   SOLE   7,530 0 0
Smith Ao Corp COM 831865209 987 18,507 SH   SOLE   18,507 0 0
Aspen Technology Inc COM 045327103 1,671 16,023 SH   SOLE   16,023 0 0
Boeing (US Listing) COM 097023105 1,682 4,410 SH   SOLE   4,410 0 0
Biogen Inc. COM 09062X103 919 3,889 SH   SOLE   3,889 0 0
Booking Holdings Inc. COM 09857L108 1,162 666 SH   SOLE   666 0 0
Broadridge Financial Solutions Inc COM 11133T103 1,464 14,116 SH   SOLE   14,116 0 0
Burlington Stores, Inc. COM 122017106 1,118 7,138 SH   SOLE   7,138 0 0
Cadence Design Systems COM 127387108 1,438 22,635 SH   SOLE   22,635 0 0
Clorox COM 189054109 1,517 9,457 SH   SOLE   9,457 0 0
Comerica COM 200340107 950 12,951 SH   SOLE   12,951 0 0
Conoco Phillips COM 20825C104 1,539 23,059 SH   SOLE   23,059 0 0
Costco Wholesale Corporation COM 22160K105 1,568 6,474 SH   SOLE   6,474 0 0
Cognizant Techno Solution COM 192446102 1,097 15,137 SH   SOLE   15,137 0 0
Chevron Corp. COM 166764100 1,306 10,599 SH   SOLE   10,599 0 0
Dominion Energy Inc COM 25746U109 1,201 15,661 SH   SOLE   15,661 0 0
Deckers Outdoor Corp COM 243537107 1,707 11,616 SH   SOLE   11,616 0 0
D R Horton COM 23331A109 1,265 30,573 SH   SOLE   30,573 0 0
Domino's Pizza COM 25754A201 1,364 5,286 SH   SOLE   5,286 0 0
Estee Lauder Co COM 518439104 1,435 8,669 SH   SOLE   8,669 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,292 40,296 SH   SOLE   40,296 0 0
Emerson Electric Co. COM 291011104 1,271 18,570 SH   SOLE   18,570 0 0
Evercore Inc COM 29977A105 1,249 13,720 SH   SOLE   13,720 0 0
Expeditors Intl Washing COM 302130109 1,348 17,764 SH   SOLE   17,764 0 0
First Citizens BancShares Inc (Class A) COM 31946M103 1,136 2,790 SH   SOLE   2,790 0 0
Flir Systems Inc COM 302445101 1,263 26,549 SH   SOLE   26,549 0 0
Fortinet Inc. COM 34959E109 1,712 20,389 SH   SOLE   20,389 0 0
Forward Air Corp. COM 349853101 1,377 21,269 SH   SOLE   21,269 0 0
Gentex Corp. COM 371901109 1,117 54,018 SH   SOLE   54,018 0 0
Global Payments Inc COM 37940X102 1,589 11,636 SH   SOLE   11,636 0 0
Home Depot Inc. COM 437076102 1,356 7,067 SH   SOLE   7,067 0 0
HollyFrontier Corp COM 436106108 935 18,986 SH   SOLE   18,986 0 0
HP Inc. COM 40434L105 1,155 59,444 SH   SOLE   59,444 0 0
Idexx Laboratories Inc COM 45168D104 1,522 6,805 SH   SOLE   6,805 0 0
Illumina COM 452327109 1,733 5,578 SH   SOLE   5,578 0 0
Jack Henry & Associates COM 426281101 1,449 10,447 SH   SOLE   10,447 0 0
Johnson & Johnson COM 478160104 1,217 8,708 SH   SOLE   8,708 0 0
Jp Morgan Chase And Co COM 46625H100 1,101 10,881 SH   SOLE   10,881 0 0
Key Corp COM 493267108 1,163 73,814 SH   SOLE   73,814 0 0
Leidos Holdings, Inc. (US Listing) COM 525327102 1,226 19,133 SH   SOLE   19,133 0 0
Eli Lilly & Co. COM 532457108 1,355 10,442 SH   SOLE   10,442 0 0
LPL Financial Holdings Inc COM 50212V100 1,292 18,551 SH   SOLE   18,551 0 0
Louisiana Pacific Corp COM 546347105 1,060 43,463 SH   SOLE   43,463 0 0
Landstar System Inc COM 515098101 1,286 11,754 SH   SOLE   11,754 0 0
Lululemon Athletica Inc. (US Listing) COM 550021109 1,397 8,522 SH   SOLE   8,522 0 0
Lamb Weston Holdings Inc COM 513272104 1,163 15,514 SH   SOLE   15,514 0 0
Moody's Corp. COM 615369105 1,490 8,229 SH   SOLE   8,229 0 0
Medtronic Plc COM G5960L103 1,333 14,635 SH   SOLE   14,635 0 0
MarketAxess Holding Inc COM 57060D108 1,335 5,427 SH   SOLE   5,427 0 0
Monster Beverage Corp COM 61174X109 1,163 21,303 SH   SOLE   21,303 0 0
Morningstar Inc COM 617700109 1,465 11,624 SH   SOLE   11,624 0 0
Monolithic Power Systems COM 609839105 1,458 10,764 SH   SOLE   10,764 0 0
Merck & Co Inc (US Listing) COM 58933Y105 1,684 20,252 SH   SOLE   20,252 0 0
MSCI Inc. COM 55354G100 1,577 7,929 SH   SOLE   7,929 0 0
Microsoft Corp. COM 594918104 1,578 13,382 SH   SOLE   13,382 0 0
Match Group Inc COM 57665R106 1,831 32,340 SH   SOLE   32,340 0 0
MGIC Investment Corp. COM 552848103 1,438 109,051 SH   SOLE   109,051 0 0
Maxim Integrated Products COM 57772K101 1,180 22,187 SH   SOLE   22,187 0 0
Chemed Corp. COM 16359R103 1,518 4,744 SH   SOLE   4,744 0 0
Nike Inc COM 654106103 1,431 16,992 SH   SOLE   16,992 0 0
NRG Energy Inc COM 629377508 1,238 29,154 SH   SOLE   29,154 0 0
Norfolk Southern Corp. COM 655844108 1,603 8,577 SH   SOLE   8,577 0 0
Insperity Inc. COM 45778Q107 1,729 13,982 SH   SOLE   13,982 0 0
Nvidia Corporation COM 67066G104 1,160 6,458 SH   SOLE   6,458 0 0
Old Dominion Freight Line COM 679580100 1,303 9,022 SH   SOLE   9,022 0 0
Oge Energy Corp CS COM 670837103 1,393 32,295 SH   SOLE   32,295 0 0
Progressive Corp. COM 743315103 1,337 18,542 SH   SOLE   18,542 0 0
Public Storage (US Listing) COM 74460D109 1,232 5,659 SH   SOLE   5,659 0 0
Phillips 66 COM 718546104 1,190 12,505 SH   SOLE   12,505 0 0
Robert Half Intl COM 770323103 1,448 22,224 SH   SOLE   22,224 0 0
Rockwell Automation COM 773903109 1,081 6,162 SH   SOLE   6,162 0 0
Rollins Inc COM 775711104 1,359 32,641 SH   SOLE   32,641 0 0
Rayonier Inc COM 754907103 1,079 34,219 SH   SOLE   34,219 0 0
Boston Beer Company COM 100557107 1,256 4,260 SH   SOLE   4,260 0 0
Starbucks Corp. COM 855244109 1,333 17,932 SH   SOLE   17,932 0 0
Steven Madden Ltd. COM 556269108 1,318 38,944 SH   SOLE   38,944 0 0
Sirius XM Holdings, Inc. COM 82968B103 1,021 180,068 SH   SOLE   180,068 0 0
SYSCO Corp. COM 871829107 1,236 18,515 SH   SOLE   18,515 0 0
Teradata Corp. (Wi) COM 88076W103 1,131 25,921 SH   SOLE   25,921 0 0
TJX Companies Inc COM 872540109 1,336 25,110 SH   SOLE   25,110 0 0
Texas Instruments Inc COM 882508104 1,280 12,069 SH   SOLE   12,069 0 0
Ulta Beauty Inc COM 90384S303 1,808 5,184 SH   SOLE   5,184 0 0
Visa Inc. (Class A (US)) COM 92826C839 1,630 10,439 SH   SOLE   10,439 0 0
Verisign COM 92343E102 1,557 8,573 SH   SOLE   8,573 0 0
Verizon Communications COM 92343V104 1,292 21,858 SH   SOLE   21,858 0 0
Wal Mart Stores Inc (US Listing) COM 931142103 1,232 12,630 SH   SOLE   12,630 0 0
Yum! China Holding, Inc. COM 98850P109 1,415 31,518 SH   SOLE   31,518 0 0
Zoetis Inc. COM 98978V103 1,731 17,195 SH   SOLE   17,195 0 0