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
ACE Limited COM H0023R105 1,726 14,773 SH   SOLE   14,773 0 0
AES Corporation COM 00130H105 101 10,581 SH   SOLE   10,581 0 0
AT&T Inc. COM 00206R102 237 6,891 SH   SOLE   6,891 0 0
AbbVie Inc. COM 00287Y109 2,083 35,168 SH   SOLE   12,778 22,390 0
Affiliated Managers Group COM 008252108 3,072 19,229 SH   SOLE   6,996 12,233 0
Allergan PLC COM G0177J108 526 1,684 SH   SOLE   1,684 0 0
Alphabet Inc. Class A COM 02079k305 3,213 4,130 SH   SOLE   1,508 2,622 0
Alphabet Inc. Class C COM 02079k107 3,121 4,113 SH   SOLE   1,526 2,587 0
AmerisourceBergen Corp COM 03073E105 439 4,231 SH   SOLE   4,231 0 0
Amphenol Corp. COM 032095101 685 13,112 SH   SOLE   13,112 0 0
Anthem,Inc. COM 036752103 362 2,594 SH   SOLE   2,594 0 0
Apple Inc. COM 037833100 6,092 57,877 SH   SOLE   20,699 37,178 0
Applied Materials Inc. COM 038222105 224 12,014 SH   SOLE   12,014 0 0
Avery Dennison Corp COM 053611109 463 7,396 SH   SOLE   7,396 0 0
BE Aerospace Inc. COM 073302101 248 5,851 SH   SOLE   5,851 0 0
Baker Hughes Inc. COM 057224107 272 5,898 SH   SOLE   5,898 0 0
CVS Health Corporation COM 126650100 407 4,164 SH   SOLE   4,164 0 0
Celgene Corp. COM 151020104 4,898 40,900 SH   SOLE   14,760 26,140 0
Chubb Corp old COM 171232101 563 4,245 SH   SOLE   4,245 0 0
Chubb Limited COM H1467J104 3,009 25,754 SH   SOLE   0 25,754 0
Church & Dwight Co., Inc. COM 171340102 4,710 55,491 SH   SOLE   20,081 35,410 0
Cognizant Tech Solutions COM 192446102 5,094 84,865 SH   SOLE   30,954 53,911 0
Colgate-Palmolive Co COM 194162103 487 7,313 SH   SOLE   7,313 0 0
Constellation Brands Inc COM 21036P108 5,651 39,676 SH   SOLE   14,551 25,125 0
Delta Air Lines, Inc. COM 247361702 418 8,254 SH   SOLE   8,254 0 0
Discover Financial Services COM 254709108 362 6,747 SH   SOLE   6,747 0 0
Dollar Tree Inc. COM 256746108 4,452 57,654 SH   SOLE   21,142 36,512 0
Express Scripts Holding Co. COM 30219G108 4,791 54,805 SH   SOLE   19,841 34,964 0
F5 Networks COM 315616102 3,197 32,968 SH   SOLE   11,597 21,371 0
FedEx Corp COM 31428X106 350 2,352 SH   SOLE   2,352 0 0
Gilead Sciences Inc. COM 375558103 6,290 62,161 SH   SOLE   22,406 39,755 0
Harman International Inds. COM 413086109 3,460 36,728 SH   SOLE   13,628 23,100 0
JPMorgan Chase & Co COM 46625H100 370 5,602 SH   SOLE   5,602 0 0
Johnson Controls, Inc. COM 478366107 348 8,819 SH   SOLE   8,819 0 0
LKQ Corporation COM 501889208 4,229 142,737 SH   SOLE   51,783 90,954 0
Mallinckrodt plc. COM G5785G107 239 3,202 SH   SOLE   3,202 0 0
Mastercard Inc. COM 57636Q104 4,322 44,397 SH   SOLE   16,280 28,117 0
Metlife Inc. COM 59156r108 368 7,625 SH   SOLE   7,625 0 0
Michael Kors Holdings Ltd COM G60754101 1,697 42,367 SH   SOLE   15,285 27,082 0
Microsoft Corporation COM 594918104 3,738 67,375 SH   SOLE   29,906 37,469 0
Mohawk Industries Inc COM 608190104 472 2,493 SH   SOLE   2,493 0 0
ON Semiconductor Corp. COM 682189105 3,228 329,381 SH   SOLE   117,906 211,475 0
Oracle Corporation COM 68389X105 3,636 99,529 SH   SOLE   36,118 63,411 0
PNC Financial Services COM 693475105 451 4,729 SH   SOLE   4,729 0 0
Pentair PLC COM G7S00T104 295 5,960 SH   SOLE   5,960 0 0
PepsiCo, Inc. COM 713448108 438 4,380 SH   SOLE   4,380 0 0
Precision Castparts Corp COM 740189105 4,409 19,004 SH   SOLE   6,182 12,822 0
Public Storage, Inc. COM 74460D109 536 2,165 SH   SOLE   2,165 0 0
Robert Half International Inc. COM 770323103 3,720 78,909 SH   SOLE   28,143 50,766 0
Royal Caribbean Cruises Ltd COM V7780T103 5,803 57,332 SH   SOLE   20,865 36,467 0
SEI Investments Co. COM 784117103 2,064 39,396 SH   SOLE   39,396 0 0
Sandisk Corp. COM 80004c101 442 5,823 SH   SOLE   5,823 0 0
Schlumberger Ltd. COM 806857108 1,573 22,550 SH   SOLE   8,381 14,169 0
Skyworks Solutions Inc COM 83088M102 525 6,829 SH   SOLE   6,829 0 0
Southwest Airlines Co. COM 844741108 4,338 100,735 SH   SOLE   37,269 63,466 0
Thermo Fisher Scientific, Inc. COM 883556102 6,867 48,410 SH   SOLE   17,539 30,871 0
Time Warner Inc COM 887317303 3,086 47,722 SH   SOLE   17,221 30,501 0
Trimble Navigation Ltd. COM 896239100 2,026 94,432 SH   SOLE   34,656 59,776 0
Valero Energy Corp. COM 91913Y100 591 8,364 SH   SOLE   8,364 0 0
Walgreens Boots Alliance COM 931427108 4,975 58,419 SH   SOLE   21,010 37,409 0
Walt Disney Company COM 254687106 744 7,081 SH   SOLE   7,081 0 0
Whirlpool Corporation COM 963320106 2,975 20,258 SH   SOLE   7,401 12,857 0
Xilinx Inc. COM 983919101 3,259 69,378 SH   SOLE   25,512 43,866 0
iShr Russell 1000 Grth COM 464287614 836 8,405 SH   SOLE   10 8,395 0