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
AT&T INC COMMON 00206R102 23,575 554,317 SH   SOLE   453,732 0 100,585
ABBOTT LABS COMMON 002824100 18,178 473,268 SH   SOLE   386,868 0 86,400
AGILENT TECHN COMMON 00846U101 6,035 132,460 SH   SOLE   118,060 0 14,400
ALLSTATE CORP COMMON 020002101 10,715 144,564 SH   SOLE   129,914 0 14,650
ALPHABET CLASS C 02079K107 20,160 26,120 SH   SOLE   18,351 0 7,769
ALPHABET CLASS A 02079K305 15,587 19,670 SH   SOLE   16,320 0 3,350
AMERICAN EXPRESS COMMON 025816109 5,586 75,406 SH   SOLE   68,006 0 7,400
AMERN INTL GROUP COMMON 026874784 28,924 442,866 SH   SOLE   359,066 0 83,800
AMERISOURCE-BERGEN COMMON 03073E105 13,135 167,988 SH   SOLE   150,388 0 17,600
ANIKA THERAPEUTICS COMMON 035255108 690 14,100 SH   SOLE   9,200 0 4,900
APPLE COMMON 037833100 47,904 413,607 SH   SOLE   322,957 0 90,650
BAKER HUGHES COMMON 057224107 30,757 473,400 SH   SOLE   402,500 0 70,900
BANCFIRST CORP COMMON 05945F103 884 9,500 SH   SOLE   6,150 0 3,350
BANK AMER CORP PFD CUM SER C 060505286 4,821 191,000 SH   SOLE   191,000 0 0
BANK OF NY MEL COMMON 064058100 25,958 547,864 SH   SOLE   448,064 0 99,800
BENCHMARK ELECTRS COMMON 08160H101 1,254 41,100 SH   SOLE   26,050 0 15,050
BORG WARNER COMMON 099724106 18,134 459,779 SH   SOLE   374,629 0 85,150
CBS CORPORATION CLASS B 124857202 11,430 179,665 SH   SOLE   163,965 0 15,700
CALGON CARBON COMMON 129603106 1,150 67,650 SH   SOLE   42,550 0 25,100
CELGENE CORP COMMON 151020104 23,000 198,700 SH   SOLE   150,100 0 48,600
CENTENE CORP DEL COMMON 15135B101 14,716 260,410 SH   SOLE   212,610 0 47,800
CHART INDS COMMON 16115Q308 730 20,275 SH   SOLE   13,100 0 7,175
CHARTER COMMUNI CLASS A 16119P108 7,017 24,370 SH   SOLE   21,990 0 2,380
CHEESECAKE FACTORY COMMON 163072101 1,599 26,700 SH   SOLE   16,800 0 9,900
CHEVRON CORP COMMON 166764100 24,079 204,577 SH   SOLE   171,677 0 32,900
CISCO SYSTEMS COMMON 17275R102 25,940 858,365 SH   SOLE   693,165 0 165,200
COOPER-STANDARD COMMON 21676P103 1,406 13,600 SH   SOLE   8,450 0 5,150
DEERE & CO COMMON 244199105 22,354 216,949 SH   SOLE   175,349 0 41,600
DELL TECH COM CL V 24703L103 25,898 471,138 SH   SOLE   375,812 0 95,326
DICKS SPRTG GOODS COMMON 253393102 29,053 547,135 SH   SOLE   432,535 0 114,600
WALT DISNEY COMMON 254687106 23,323 223,790 SH   SOLE   167,650 0 56,140
DISCOVER FINL SVCS COMMON 254709108 31,757 440,523 SH   SOLE   363,423 0 77,100
DOVER CORP COMMON 260003108 20,260 270,392 SH   SOLE   222,492 0 47,900
EOG RESOURCES COMMON 26875P101 39,492 390,625 SH   SOLE   325,925 0 64,700
EPAM SYS COMMON 29414B104 1,148 17,850 SH   SOLE   11,250 0 6,600
EXPEDIA COMMON 30212P303 10,739 94,800 SH   SOLE   72,700 0 22,100
EXPRESS SCRIPTS COMMON 30219G108 28,892 419,998 SH   SOLE   331,373 0 88,625
FEDERATED INVS CLASS B 314211103 20,295 717,640 SH   SOLE   590,490 0 127,150
F5 NETWORKS COMMON 315616102 24,620 170,125 SH   SOLE   135,525 0 34,600
FORWARD AIR COMMON 349853101 1,530 32,300 SH   SOLE   20,400 0 11,900
FREEPORT-MCMORAN COMMON 35671D857 7,781 589,909 SH   SOLE   530,109 0 59,800
GSV CAPITAL COMMON 36191J101 503 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC COMMON 369604103 37,905 1,199,540 SH   SOLE   995,940 0 203,600
GILEAD SCIENCES COMMON 375558103 10,570 147,600 SH   SOLE   111,000 0 36,600
GOLDMAN SACHS COMMON 38141G104 26,965 112,613 SH   SOLE   91,813 0 20,800
HANCOCK HLDG COMMON 410120109 912 21,155 SH   SOLE   13,095 0 8,060
HONEYWELL INTL COMMON 438516106 37,227 321,341 SH   SOLE   264,171 0 57,170
HUMANA COMMON 444859102 17,236 84,480 SH   SOLE   67,780 0 16,700
INTEL COMMON 458140100 38,490 1,061,208 SH   SOLE   855,108 0 206,100
ISHARES CORE S&P 500 ETF 464287200 2,829 12,572 SH   SOLE   12,572 0 0
ISHARES MSCI EAFE ETF 464287465 545 9,446 SH   SOLE   9,446 0 0
ISHARES RUSSELL 2000 ETF 464287655 1,423 10,550 SH   SOLE   10,550 0 0
JPMORGAN CHASE COMMON 46625H100 44,451 515,133 SH   SOLE   430,838 0 84,295
KENNAMETAL COMMON 489170100 10,841 346,800 SH   SOLE   256,700 0 90,100
LAKELAND FINL COMMON 511656100 1,682 35,525 SH   SOLE   22,525 0 13,000
LANNETT CO COMMON 516012101 415 18,800 SH   SOLE   12,300 0 6,500
LINDSAY CORP COMMON 535555106 1,336 17,900 SH   SOLE   11,350 0 6,550
MVC CAPITAL COMMON 553829102 281 32,750 SH   SOLE   20,000 0 12,750
STEVEN MADDEN LTD COMMON 556269108 795 22,225 SH   SOLE   14,000 0 8,225
MARATHON PETRO COMMON 56585A102 20,215 401,490 SH   SOLE   326,790 0 74,700
MARRIOTT INTL INC CLASS A 571903202 12,117 146,550 SH   SOLE   110,850 0 35,700
MEDNAX INC COMMON 58502B106 19,823 297,370 SH   SOLE   240,570 0 56,800
MENTOR GRAPHICS COMMON 587200106 1,605 43,500 SH   SOLE   27,200 0 16,300
MICROSOFT CORP COMMON 594918104 44,016 708,334 SH   SOLE   555,134 0 153,200
MONSANTO CO COMMON 61166W101 8,843 84,050 SH   SOLE   63,150 0 20,900
MYRIAD GENETICS COMMON 62855J104 502 30,100 SH   SOLE   19,100 0 11,000
NAVIGATORS GROUP COMMON 638904102 1,807 15,350 SH   SOLE   9,700 0 5,650
NEENAH PAPER COMMON 640079109 1,235 14,500 SH   SOLE   9,150 0 5,350
NETSCOUT SYS INC COMMON 64115T104 811 25,750 SH   SOLE   16,150 0 9,600
NEXTERA ENERGY INC COMMON 65339F101 13,216 110,635 SH   SOLE   99,435 0 11,200
NORFOLK SOUTHERN COMMON 655844108 12,298 113,800 SH   SOLE   84,300 0 29,500
OCCIDENTAL PETE COMMON 674599105 9,114 127,950 SH   SOLE   96,150 0 31,800
ORACLE CORP COMMON 68389X105 17,843 464,058 SH   SOLE   375,258 0 88,800
PRA GROUP INC COMMON 69354N106 1,216 31,100 SH   SOLE   19,450 0 11,650
PAYPAL HLDGS INC COMMON 70450Y103 10,641 269,600 SH   SOLE   202,100 0 67,500
PHILIP MORRIS INTL COMMON 718172109 7,504 82,019 SH   SOLE   72,719 0 9,300
PRESTIGE BRANDS COMMON 74112D101 1,842 35,350 SH   SOLE   21,750 0 13,600
PRICE T ROWE GRP COMMON 74144T108 20,583 273,495 SH   SOLE   222,095 0 51,400
PUBLIC SVC ENTERPR COMMON 744573106 18,339 417,927 SH   SOLE   342,327 0 75,600
SEMTECH CORP COMMON 816850101 1,855 58,800 SH   SOLE   36,550 0 22,250
STARBUCKS CORP COMMON 855244109 15,728 283,280 SH   SOLE   213,380 0 69,900
SUN HYDRAULICS CORP COMMON 866942105 1,138 28,475 SH   SOLE   17,925 0 10,550
SUPERNUS PHARMA COMMON 868459108 1,067 42,250 SH   SOLE   26,550 0 15,700
SYNAPTICS INC COMMON 87157D109 1,101 20,550 SH   SOLE   12,800 0 7,750
THL CREDIT INC COMMON 872438106 1,001 100,000 SH   SOLE   100,000 0 0
TTM TECHNOLOGIES COMMON 87305R109 973 71,400 SH   SOLE   45,400 0 26,000
TARGET CORPORATION COMMON 87612E106 3,063 42,400 SH   SOLE   21,900 0 20,500
3M COMPANY COMMON 88579Y101 12,993 72,760 SH   SOLE   54,160 0 18,600
TIME WARNER INC COMMON 887317303 23,664 245,145 SH   SOLE   191,245 0 53,900
TORO CO COMMON 891092108 2,663 47,600 SH   SOLE   28,700 0 18,900
US BANCORP DEL COMMON 902973304 8,992 175,049 SH   SOLE   157,719 0 17,330
UNITED NAT FOODS COMMON 911163103 1,183 24,800 SH   SOLE   15,650 0 9,150
UNITED TECHNOLOGIES COMMON 913017109 9,974 90,986 SH   SOLE   81,886 0 9,100
VCA INC COMMON 918194101 2,121 30,900 SH   SOLE   18,900 0 12,000
VERINT SYS INC COMMON 92343X100 1,010 28,650 SH   SOLE   17,950 0 10,700
WAL MART STORES COMMON 931142103 24,167 349,632 SH   SOLE   294,232 0 55,400
WALGREENS BOOTS COMMON 931427108 24,005 290,050 SH   SOLE   223,850 0 66,200
WELLS FARGO & CO COMMON 949746101 34,135 619,397 SH   SOLE   518,997 0 100,400
ALLERGAN PLC SHARES G0177J108 9,916 47,217 SH   SOLE   43,257 0 3,960
ENDURANCE SPECIALTY SHARES G30397106 1,460 15,800 SH   SOLE   9,900 0 5,900
NAVIOS MARITIME LP COM UNIT LTD Y62134104 530 49,200 SH   SOLE   30,000 0 19,200