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. COM 002535300 522 13,090 SH   SOLE   13,090 0 0
AbbVie Inc. COM 00287Y109 478 4,940 SH   SOLE   4,940 0 0
Accenture Plc COM G1151C101 12,665 82,727 SH   SOLE   82,727 0 0
Adtalem Global Education Inc. COM 00737L103 541 12,875 SH   SOLE   12,875 0 0
Advanced Energy Industries COM 007973100 680 10,070 SH   SOLE   10,070 0 0
Aetna Inc. COM 00817Y108 3,128 17,340 SH   SOLE   17,340 0 0
Alliance Data Systems Corp COM 018581108 12,595 49,690 SH   SOLE   49,690 0 0
Alphabet Inc. Class A COM 02079K305 46,084 43,748 SH   SOLE   43,748 0 0
Alphabet Inc. Class C COM 02079K107 70,218 67,104 SH   SOLE   67,104 0 0
Amazon.com Inc. COM 023135106 71,549 61,181 SH   SOLE   61,181 0 0
Ambarella, Inc. COM G037AX101 1,414 24,070 SH   SOLE   24,070 0 0
Amdocs Limited COM G02602103 10,862 165,883 SH   SOLE   165,883 0 0
Amgen Inc. COM 031162100 37,503 215,660 SH   SOLE   215,660 0 0
Anthem, Inc. COM 036752103 5,378 23,900 SH   SOLE   23,900 0 0
Apple Inc. COM 037833100 23,843 140,889 SH   SOLE   140,889 0 0
Assurant, Inc. COM 04621X108 4,739 46,995 SH   SOLE   46,995 0 0
Bank of New York Mellon Corp. COM 064058100 14,546 270,065 SH   SOLE   270,065 0 0
Barrett Business Services Inc COM 068463108 244 3,791 SH   SOLE   3,791 0 0
Becton Dickinson & Co. COM 075887109 1,397 6,526 SH   SOLE   6,526 0 0
Biogen Inc. COM 09062X103 4,705 14,770 SH   SOLE   14,770 0 0
Bioverativ Inc. COM 09075E100 287 5,315 SH   SOLE   5,315 0 0
Blucora, Inc. COM 095229100 1,091 49,350 SH   SOLE   49,350 0 0
Boston Beer Co. Inc. COM 100557107 531 2,780 SH   SOLE   2,780 0 0
CA, Inc. COM 12673P105 14,214 427,105 SH   SOLE   427,105 0 0
CIT Group Inc. COM 125581801 19,645 399,054 SH   SOLE   399,054 0 0
CNO Financial Group, Inc. COM 12621E103 370 15,000 SH   SOLE   15,000 0 0
CSG Systems International COM 126349109 712 16,255 SH   SOLE   16,255 0 0
CSRA Inc. COM 12650T104 9,858 329,473 SH   SOLE   329,473 0 0
CVS Health Corporation COM 126650100 1,370 18,900 SH   SOLE   18,900 0 0
Capital One Financial Corp. COM 14040H105 9,834 98,750 SH   SOLE   98,750 0 0
Cardinal Health Inc. COM 14149Y108 3,263 53,250 SH   SOLE   53,250 0 0
Celgene Corp. COM 151020104 1,952 18,700 SH   SOLE   18,700 0 0
Charles River Laboratories COM 159864107 2,532 23,130 SH   SOLE   23,130 0 0
Charles Schwab Corp COM 808513105 56,129 1,092,634 SH   SOLE   1,092,634 0 0
Check Point Software COM M22465104 15,763 152,120 SH   SOLE   152,120 0 0
Chubb Limited COM H1467J104 17,999 123,169 SH   SOLE   123,169 0 0
Cigna Corporation COM 125509109 2,843 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 1,982 38,215 SH   SOLE   38,215 0 0
Cisco Systems Inc. COM 17275R102 64,620 1,687,213 SH   SOLE   1,687,213 0 0
Citrix Systems Inc. COM 177376100 1,416 16,090 SH   SOLE   16,090 0 0
Cognizant Tech Solutions COM 192446102 16,459 231,748 SH   SOLE   231,748 0 0
Corning Inc. COM 219350105 12,262 383,303 SH   SOLE   383,303 0 0
Cowen Inc. Class A COM 223622606 314 22,974 SH   SOLE   22,974 0 0
DXC Technology COM 23355L106 2,429 25,600 SH   SOLE   25,600 0 0
DaVita HealthCare Partners Inc COM 23918K108 13,120 181,590 SH   SOLE   181,590 0 0
Dell Technologies Inc. COM 24703L103 1,416 17,418 SH   SOLE   17,418 0 0
Dolby Laboratories Inc COM 25659T107 487 7,850 SH   SOLE   7,850 0 0
Endo International plc COM G30401106 1,291 166,570 SH   SOLE   166,570 0 0
Envision Healthcare Hldg Inc. COM 29414D100 378 10,925 SH   SOLE   10,925 0 0
Everest Re Group Ltd COM G3223R108 4,809 21,733 SH   SOLE   21,733 0 0
Express Scripts Holding Co. COM 30219G108 12,601 168,828 SH   SOLE   168,828 0 0
F5 Networks Inc. COM 315616102 1,438 10,955 SH   SOLE   10,955 0 0
Facebook, Inc. cl A COM 30303M102 44,925 254,589 SH   SOLE   254,589 0 0
FireEye, Inc. COM 31816Q101 353 24,825 SH   SOLE   24,825 0 0
Flextronics International Ltd. COM Y2573F102 7,352 408,655 SH   SOLE   408,655 0 0
Fortinet, Inc. COM 34959E109 2,221 50,835 SH   SOLE   50,835 0 0
Gentex Corporation COM 371901109 5,338 254,820 SH   SOLE   254,820 0 0
Gilead Sciences Inc. COM 375558103 308 4,300 SH   SOLE   4,300 0 0
Great Southern Bancorp COM 390905107 1,447 28,010 SH   SOLE   28,010 0 0
H&R Block Inc. COM 093671105 2,910 110,995 SH   SOLE   110,995 0 0
HP Inc. COM 40434L105 9,052 430,831 SH   SOLE   430,831 0 0
Halyard Health, Inc. COM 40650V100 494 10,700 SH   SOLE   10,700 0 0
Hanesbrands, Inc. COM 410345102 5,001 239,185 SH   SOLE   239,185 0 0
Hartford Financial Services COM 416515104 391 6,950 SH   SOLE   6,950 0 0
Hewlett Packard Enterprise Co COM 42824C109 4,448 309,726 SH   SOLE   309,726 0 0
Hollysys Automation Technologs COM G45667105 372 16,700 SH   SOLE   16,700 0 0
IAC/InterActiveCorp COM 44919P508 22,754 186,083 SH   SOLE   186,083 0 0
IBM Corp COM 459200101 24,992 162,899 SH   SOLE   162,899 0 0
IXYS Corporation COM 46600W106 639 26,690 SH   SOLE   26,690 0 0
Illumina Inc COM 452327109 1,573 7,200 SH   SOLE   7,200 0 0
Intel Corporation COM 458140100 26,625 576,803 SH   SOLE   576,803 0 0
International Bancshares COM 459044103 2,781 70,040 SH   SOLE   70,040 0 0
JPMorgan Chase & Co COM 46625H100 18,664 174,531 SH   SOLE   174,531 0 0
Janus Henderson Group PLC COM G4474Y214 567 14,813 SH   SOLE   14,813 0 0
Jazz Pharmaceuticals plc COM G50871105 221 1,645 SH   SOLE   1,645 0 0
Johnson & Johnson COM 478160104 3,032 21,700 SH   SOLE   21,700 0 0
Juniper Networks Inc COM 48203R104 13,132 460,789 SH   SOLE   460,789 0 0
KLA-Tencor Corp COM 482480100 55,629 529,448 SH   SOLE   529,448 0 0
Kadant Inc COM 48282T104 505 5,025 SH   SOLE   5,025 0 0
Kulicke & Soffa Industries COM 501242101 678 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502424104 425 2,150 SH   SOLE   2,150 0 0
Lam Research Corporation COM 512807108 1,704 9,255 SH   SOLE   9,255 0 0
Lannett Company COM 516012101 485 20,910 SH   SOLE   20,910 0 0
Lowes Companies Inc. COM 548661107 12,580 135,355 SH   SOLE   135,355 0 0
MDC Holdings Inc COM 552676108 411 12,906 SH   SOLE   12,906 0 0
Magellan Health, Inc. COM 559079207 665 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 4,823 224,630 SH   SOLE   224,630 0 0
Mastercard Inc. COM 57636Q104 626 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 6,659 42,700 SH   SOLE   42,700 0 0
Medtronic PLC COM G5960L103 1,312 16,242 SH   SOLE   16,242 0 0
Mercer International Inc. COM 588056101 663 46,335 SH   SOLE   46,335 0 0
Microsoft Corporation COM 594918104 26,957 315,134 SH   SOLE   315,134 0 0
Mylan N.V. COM N59465109 1,075 25,400 SH   SOLE   25,400 0 0
NetApp, Inc. COM 64110D104 16,476 297,830 SH   SOLE   297,830 0 0
Netflix Inc COM 64110L106 398 2,075 SH   SOLE   2,075 0 0
Oracle Corporation COM 68389X105 19,831 419,430 SH   SOLE   419,430 0 0
Owens & Minor Inc. COM 690732102 2,143 113,500 SH   SOLE   113,500 0 0
Palo Alto Networks, Inc. COM 697435105 855 5,900 SH   SOLE   5,900 0 0
Paychex, Inc. COM 704326107 12,158 178,585 SH   SOLE   178,585 0 0
PepsiCo, Inc. COM 713448108 28,741 239,665 SH   SOLE   239,665 0 0
Perficient, Inc. COM 71375U101 556 29,165 SH   SOLE   29,165 0 0
Pfizer Inc. COM 717081103 1,258 34,744 SH   SOLE   34,744 0 0
Photronics Inc. COM 719405102 802 94,125 SH   SOLE   94,125 0 0
Qualcomm Inc. COM 747525103 22,765 355,599 SH   SOLE   355,599 0 0
Quality Systems Inc. COM 747582104 830 61,143 SH   SOLE   61,143 0 0
Quest Diagnostics Inc COM 74834L100 2,551 25,900 SH   SOLE   25,900 0 0
RPX Corp COM 74972G103 370 27,505 SH   SOLE   27,505 0 0
Red Hat, Inc. COM 756577102 18,568 154,608 SH   SOLE   154,608 0 0
Salesforce.com Inc COM 79466L302 5,434 53,150 SH   SOLE   53,150 0 0
Science App Int'l Corp COM 808625107 434 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 14,061 336,065 SH   SOLE   336,065 0 0
Skyworks Solutions Inc COM 83088M102 10,554 111,149 SH   SOLE   111,149 0 0
SolarEdge Technologies, Inc. COM 83417M104 1,053 28,050 SH   SOLE   28,050 0 0
State Street Corp COM 857477103 19,144 196,129 SH   SOLE   196,129 0 0
Stryker Corp COM 863667101 1,657 10,700 SH   SOLE   10,700 0 0
SunTrust Banks, Inc. COM 867914103 8,258 127,845 SH   SOLE   127,845 0 0
Synchrony Financial COM 87165B103 2,280 59,065 SH   SOLE   59,065 0 0
Synopsys Inc. COM 871607107 18,155 212,985 SH   SOLE   212,985 0 0
TCF Financial Corporation COM 872275102 17,630 860,005 SH   SOLE   860,005 0 0
Teck Resources Limited cl B COM 878742204 2,195 83,874 SH   SOLE   83,874 0 0
The Travelers Companies COM 89417E109 9,161 67,540 SH   SOLE   67,540 0 0
Total System Services Inc. COM 891906109 13,441 169,950 SH   SOLE   169,950 0 0
Transocean Ltd. COM H8817H100 427 39,990 SH   SOLE   39,990 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 9,294 272,380 SH   SOLE   272,380 0 0
U.S. Bancorp COM 902973304 23,580 440,086 SH   SOLE   440,086 0 0
Union Bankshares Corp COM 90539J109 549 15,185 SH   SOLE   15,185 0 0
United Parcel Service Inc. COM 911312106 16,937 142,151 SH   SOLE   142,151 0 0
United Therapeutics Corp. COM 91307C102 672 4,545 SH   SOLE   4,545 0 0
UnitedHealth Group, Inc. COM 91324P102 2,868 13,010 SH   SOLE   13,010 0 0
VISA Inc. COM 92826C839 1,083 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 19,035 151,895 SH   SOLE   151,895 0 0
Valero Energy Corp. COM 91913Y100 10,456 113,765 SH   SOLE   113,765 0 0
Vantiv, Inc. COM 92210H105 306 4,160 SH   SOLE   4,160 0 0
Vectrus, Inc. COM 92242T101 3,279 106,304 SH   SOLE   106,304 0 0
Waters Corporation COM 941848103 4,343 22,480 SH   SOLE   22,480 0 0
Wells Fargo & Co COM 949746101 24,974 411,638 SH   SOLE   411,638 0 0
Western Digital Corp. COM 958102105 7,546 94,885 SH   SOLE   94,885 0 0
Western Union COM 959802109 3,885 204,340 SH   SOLE   204,340 0 0
Wyndham Worldwide Corp COM 98310W108 399 3,445 SH   SOLE   3,445 0 0
Xilinx Inc. COM 983919101 41,286 612,367 SH   SOLE   612,367 0 0
Zions Bancorp COM 989701107 591 11,625 SH   SOLE   11,625 0 0
eBay Inc. COM 278642103 21,377 566,415 SH   SOLE   566,415 0 0
AstraZeneca PLC ADR 046353108 1,905 54,900 SH   SOLE   54,900 0 0
Baidu, Inc. ADS ADR 056752108 1,909 8,150 SH   SOLE   8,150 0 0
Bayer AG ADR 072730302 395 12,700 SH   SOLE   12,700 0 0
Glaxo Smithkline ADS ADR 37733W105 11,868 334,600 SH   SOLE   334,600 0 0
NetEase, Inc. ADS ADR 64110W102 1,486 4,305 SH   SOLE   4,305 0 0
Novartis AG ADR 66987V109 1,251 14,900 SH   SOLE   14,900 0 0
Novo-Nordisk A/S ADR 670100205 1,100 20,500 SH   SOLE   20,500 0 0
Sanofi ADS ADR 80105N105 3,805 88,485 SH   SOLE   88,485 0 0
Silicon Motion Tech ADS ADR 82706C108 1,642 31,000 SH   SOLE   31,000 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,828 35,210 SH   SOLE   35,210 0 0
Teva Pharmaceutical ADR 881624209 7,257 382,975 SH   SOLE   382,975 0 0