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 610 13,090 SH   SOLE   13,090 0 0
AbbVie Inc. COM 00287Y109 468 4,940 SH   SOLE   4,940 0 0
Accenture Plc COM G1151C101 12,852 83,727 SH   SOLE   83,727 0 0
Adtalem Global Education Inc. COM 00737L103 612 12,875 SH   SOLE   12,875 0 0
Advanced Energy Industries COM 007973100 477 7,460 SH   SOLE   7,460 0 0
Aetna Inc. COM 00817Y108 2,930 17,340 SH   SOLE   17,340 0 0
Alliance Data Systems Corp COM 018581108 10,968 51,525 SH   SOLE   51,525 0 0
Alphabet Inc. Class A COM 02079K305 44,924 43,315 SH   SOLE   43,315 0 0
Alphabet Inc. Class C COM 02079K107 69,083 66,955 SH   SOLE   66,955 0 0
Amazon.com Inc. COM 023135106 84,046 58,069 SH   SOLE   58,069 0 0
Ambarella, Inc. COM G037AX101 1,179 24,070 SH   SOLE   24,070 0 0
Amdocs Limited COM G02602103 11,492 172,236 SH   SOLE   172,236 0 0
American Public Education COM 02913V103 215 5,000 SH   SOLE   5,000 0 0
Amgen Inc. COM 031162100 36,763 215,644 SH   SOLE   215,644 0 0
Anthem, Inc. COM 036752103 4,963 22,590 SH   SOLE   22,590 0 0
Apple Inc. COM 037833100 23,563 140,439 SH   SOLE   140,439 0 0
Assurant, Inc. COM 04621X108 4,294 46,975 SH   SOLE   46,975 0 0
Bank of New York Mellon Corp. COM 064058100 13,910 269,935 SH   SOLE   269,935 0 0
Barrett Business Services Inc COM 068463108 397 4,796 SH   SOLE   4,796 0 0
Becton Dickinson & Co. COM 075887109 1,190 5,493 SH   SOLE   5,493 0 0
Biogen Inc. COM 09062X103 4,044 14,770 SH   SOLE   14,770 0 0
Blucora, Inc. COM 095229100 1,214 49,350 SH   SOLE   49,350 0 0
Boston Beer Co. Inc. COM 100557107 526 2,780 SH   SOLE   2,780 0 0
CA, Inc. COM 12673P105 14,581 430,131 SH   SOLE   430,131 0 0
CIT Group Inc. COM 125581801 20,673 401,425 SH   SOLE   401,425 0 0
CNO Financial Group, Inc. COM 12621E103 376 17,365 SH   SOLE   17,365 0 0
CSG Systems International COM 126349109 736 16,255 SH   SOLE   16,255 0 0
CSRA Inc. COM 12650T104 13,584 329,473 SH   SOLE   329,473 0 0
CVS Health Corporation COM 126650100 1,176 18,900 SH   SOLE   18,900 0 0
Capital One Financial Corp. COM 14040H105 9,510 99,252 SH   SOLE   99,252 0 0
Cardinal Health Inc. COM 14149Y108 3,338 53,250 SH   SOLE   53,250 0 0
Celgene Corp. COM 151020104 1,668 18,700 SH   SOLE   18,700 0 0
Charles River Laboratories COM 159864107 2,469 23,130 SH   SOLE   23,130 0 0
Charles Schwab Corp COM 808513105 55,798 1,068,524 SH   SOLE   1,068,524 0 0
Check Point Software COM M22465104 15,112 152,120 SH   SOLE   152,120 0 0
Chubb Limited COM H1467J104 16,845 123,160 SH   SOLE   123,160 0 0
Cigna Corporation COM 125509109 2,348 14,000 SH   SOLE   14,000 0 0
Cirrus Logic Inc. COM 172755100 1,553 38,215 SH   SOLE   38,215 0 0
Cisco Systems Inc. COM 17275R102 70,689 1,648,138 SH   SOLE   1,648,138 0 0
Citrix Systems Inc. COM 177376100 1,493 16,090 SH   SOLE   16,090 0 0
Cognizant Tech Solutions COM 192446102 18,655 231,739 SH   SOLE   231,739 0 0
Convergys Corporation COM 212485106 414 18,310 SH   SOLE   18,310 0 0
Corning Inc. COM 219350105 7,731 277,304 SH   SOLE   277,304 0 0
DXC Technology COM 23355L106 2,574 25,600 SH   SOLE   25,600 0 0
DaVita HealthCare Partners Inc COM 23918K108 11,440 173,495 SH   SOLE   173,495 0 0
Dell Technologies Inc. COM 24703L103 1,275 17,418 SH   SOLE   17,418 0 0
Dime Community Bancshares COM 253922108 441 23,980 SH   SOLE   23,980 0 0
Eagle Pharmaceuticals, Inc. COM 269796108 433 8,220 SH   SOLE   8,220 0 0
Eastman Chemical Co. COM 277432100 373 3,530 SH   SOLE   3,530 0 0
Endo International plc COM G30401106 1,007 169,570 SH   SOLE   169,570 0 0
Envision Healthcare Hldg Inc. COM 29414D100 420 10,925 SH   SOLE   10,925 0 0
Everest Re Group Ltd COM G3223R108 4,828 18,799 SH   SOLE   18,799 0 0
Express Scripts Holding Co. COM 30219G108 11,663 168,828 SH   SOLE   168,828 0 0
F5 Networks Inc. COM 315616102 1,707 11,805 SH   SOLE   11,805 0 0
Facebook, Inc. cl A COM 30303M102 40,519 253,578 SH   SOLE   253,578 0 0
FireEye, Inc. COM 31816Q101 420 24,825 SH   SOLE   24,825 0 0
Fortinet, Inc. COM 34959E109 1,379 25,740 SH   SOLE   25,740 0 0
Gentex Corporation COM 371901109 5,862 254,640 SH   SOLE   254,640 0 0
Gilead Sciences Inc. COM 375558103 15,070 199,900 SH   SOLE   199,900 0 0
Great Southern Bancorp COM 390905107 1,399 28,010 SH   SOLE   28,010 0 0
H&R Block Inc. COM 093671105 5,065 199,345 SH   SOLE   199,345 0 0
HP Inc. COM 40434L105 9,444 430,831 SH   SOLE   430,831 0 0
Halyard Health, Inc. COM 40650V100 475 10,300 SH   SOLE   10,300 0 0
Hanesbrands, Inc. COM 410345102 4,908 266,470 SH   SOLE   266,470 0 0
Hartford Financial Services COM 416515104 358 6,950 SH   SOLE   6,950 0 0
Hewlett Packard Enterprise Co COM 42824C109 5,433 309,726 SH   SOLE   309,726 0 0
HollyFrontier Corporation COM 436106108 375 7,685 SH   SOLE   7,685 0 0
Hollysys Automation Technologs COM G45667105 413 16,700 SH   SOLE   16,700 0 0
IAC/InterActiveCorp COM 44919P508 21,446 137,142 SH   SOLE   137,142 0 0
IBM Corp COM 459200101 24,996 162,912 SH   SOLE   162,912 0 0
Illumina Inc COM 452327109 1,702 7,200 SH   SOLE   7,200 0 0
Innoviva, Inc. COM 45781M101 501 30,075 SH   SOLE   30,075 0 0
Intel Corporation COM 458140100 30,004 576,105 SH   SOLE   576,105 0 0
International Bancshares COM 459044103 2,654 68,230 SH   SOLE   68,230 0 0
JPMorgan Chase & Co COM 46625H100 19,028 173,025 SH   SOLE   173,025 0 0
Jazz Pharmaceuticals plc COM G50871105 448 2,965 SH   SOLE   2,965 0 0
Johnson & Johnson COM 478160104 2,754 21,490 SH   SOLE   21,490 0 0
Juniper Networks Inc COM 48203R104 11,285 463,811 SH   SOLE   463,811 0 0
KEMET Corporation COM 488360207 809 44,595 SH   SOLE   44,595 0 0
KLA-Tencor Corp COM 482480100 58,134 533,293 SH   SOLE   533,293 0 0
Kadant Inc COM 48282T104 263 2,780 SH   SOLE   2,780 0 0
Kronos Worldwide Inc. COM 50105F105 373 16,515 SH   SOLE   16,515 0 0
Kulicke & Soffa Industries COM 501242101 696 27,845 SH   SOLE   27,845 0 0
L3 Technologies, Inc. COM 502413107 484 2,325 SH   SOLE   2,325 0 0
Lam Research Corporation COM 512807108 1,880 9,255 SH   SOLE   9,255 0 0
Lannett Company COM 516012101 385 24,005 SH   SOLE   24,005 0 0
Lowes Companies Inc. COM 548661107 11,877 135,349 SH   SOLE   135,349 0 0
Magellan Health, Inc. COM 559079207 737 6,885 SH   SOLE   6,885 0 0
Marvell Technology Grp COM G5876H105 4,717 224,630 SH   SOLE   224,630 0 0
Mastercard Inc. COM 57636Q104 725 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 6,267 44,485 SH   SOLE   44,485 0 0
Medtronic PLC COM G5960L103 1,287 16,042 SH   SOLE   16,042 0 0
Mercer International Inc. COM 588056101 577 46,335 SH   SOLE   46,335 0 0
Microsoft Corporation COM 594918104 28,379 310,935 SH   SOLE   310,935 0 0
Molson Coors Brewing Co. COM 60871R209 256 3,400 SH   SOLE   3,400 0 0
Mylan N.V. COM N59465109 1,046 25,400 SH   SOLE   25,400 0 0
National Oilwell Varco Inc COM 637071101 243 6,595 SH   SOLE   6,595 0 0
Nautilus, Inc. COM 63910B102 415 30,825 SH   SOLE   30,825 0 0
NetApp, Inc. COM 64110D104 19,175 310,830 SH   SOLE   310,830 0 0
Netflix Inc COM 64110L106 419 1,420 SH   SOLE   1,420 0 0
Oracle Corporation COM 68389X105 19,489 425,984 SH   SOLE   425,984 0 0
Owens & Minor Inc. COM 690732102 1,759 113,100 SH   SOLE   113,100 0 0
Palo Alto Networks, Inc. COM 697435105 1,071 5,900 SH   SOLE   5,900 0 0
Paychex, Inc. COM 704326107 11,401 185,115 SH   SOLE   185,115 0 0
PepsiCo, Inc. COM 713448108 27,516 252,094 SH   SOLE   252,094 0 0
Perficient, Inc. COM 71375U101 668 29,165 SH   SOLE   29,165 0 0
Pfizer Inc. COM 717081103 7,287 205,335 SH   SOLE   205,335 0 0
Qualcomm Inc. COM 747525103 19,703 355,591 SH   SOLE   355,591 0 0
Quality Systems Inc. COM 747582104 801 58,700 SH   SOLE   58,700 0 0
Quest Diagnostics Inc COM 74834L100 2,548 25,400 SH   SOLE   25,400 0 0
RPX Corp COM 74972G103 363 33,965 SH   SOLE   33,965 0 0
Ralph Lauren Corp COM 751212101 376 3,365 SH   SOLE   3,365 0 0
Red Hat, Inc. COM 756577102 23,115 154,608 SH   SOLE   154,608 0 0
Salesforce.com Inc COM 79466L302 6,181 53,150 SH   SOLE   53,150 0 0
Science App Int'l Corp COM 808625107 446 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 19,667 336,065 SH   SOLE   336,065 0 0
Skyworks Solutions Inc COM 83088M102 11,144 111,149 SH   SOLE   111,149 0 0
SolarEdge Technologies, Inc. COM 83417M104 758 14,415 SH   SOLE   14,415 0 0
State Street Corp COM 857477103 19,558 196,107 SH   SOLE   196,107 0 0
Stryker Corp COM 863667101 1,249 7,760 SH   SOLE   7,760 0 0
SunTrust Banks, Inc. COM 867914103 8,687 127,675 SH   SOLE   127,675 0 0
Synchrony Financial COM 87165B103 3,009 89,730 SH   SOLE   89,730 0 0
Synopsys Inc. COM 871607107 16,279 195,572 SH   SOLE   195,572 0 0
TCF Financial Corporation COM 872275102 19,616 859,986 SH   SOLE   859,986 0 0
Teck Resources Limited cl B COM 878742204 2,314 89,814 SH   SOLE   89,814 0 0
The Travelers Companies COM 89417E109 8,992 64,753 SH   SOLE   64,753 0 0
Total System Services Inc. COM 891906109 14,799 171,560 SH   SOLE   171,560 0 0
Transocean Ltd. COM H8817H100 326 32,940 SH   SOLE   32,940 0 0
Twenty-First Cent Fox Inc Cl B COM 90130A200 9,663 265,680 SH   SOLE   265,680 0 0
U.S. Bancorp COM 902973304 22,213 439,854 SH   SOLE   439,854 0 0
Union Bankshares Corp COM 90539J109 557 15,185 SH   SOLE   15,185 0 0
United Parcel Service Inc. COM 911312106 14,877 142,141 SH   SOLE   142,141 0 0
United Therapeutics Corp. COM 91307C102 511 4,545 SH   SOLE   4,545 0 0
UnitedHealth Group, Inc. COM 91324P102 2,534 11,840 SH   SOLE   11,840 0 0
VISA Inc. COM 92826C839 1,137 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 18,420 151,895 SH   SOLE   151,895 0 0
Valero Energy Corp. COM 91913Y100 10,627 114,555 SH   SOLE   114,555 0 0
Vectrus, Inc. COM 92242T101 3,958 106,292 SH   SOLE   106,292 0 0
Waters Corporation COM 941848103 4,295 21,620 SH   SOLE   21,620 0 0
Wells Fargo & Co COM 949746101 6,430 122,690 SH   SOLE   122,690 0 0
Western Digital Corp. COM 958102105 8,756 94,900 SH   SOLE   94,900 0 0
Western Union COM 959802109 3,929 204,300 SH   SOLE   204,300 0 0
Worldpay, Inc. COM 981558109 342 4,160 SH   SOLE   4,160 0 0
Wyndham Worldwide Corp COM 98310W108 440 3,845 SH   SOLE   3,845 0 0
Xilinx Inc. COM 983919101 44,213 612,034 SH   SOLE   612,034 0 0
eBay Inc. COM 278642103 22,778 566,055 SH   SOLE   566,055 0 0
AstraZeneca PLC ADR 046353108 1,714 49,000 SH   SOLE   49,000 0 0
Baidu, Inc. ADS ADR 056752108 1,819 8,150 SH   SOLE   8,150 0 0
Glaxo Smithkline ADS ADR 37733W105 13,153 336,645 SH   SOLE   336,645 0 0
IQIYI, INC. ADR 46267X108 656 42,160 SH   SOLE   42,160 0 0
NetEase, Inc. ADS ADR 64110W102 1,207 4,305 SH   SOLE   4,305 0 0
Novartis AG ADR 66987V109 1,205 14,900 SH   SOLE   14,900 0 0
Novo-Nordisk A/S ADR 670100205 1,010 20,500 SH   SOLE   20,500 0 0
Sanofi ADS ADR 80105N105 4,593 114,590 SH   SOLE   114,590 0 0
Silicon Motion Tech ADS ADR 82706C108 1,492 31,000 SH   SOLE   31,000 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,963 36,835 SH   SOLE   36,835 0 0
Teva Pharmaceutical ADR 881624209 9,447 552,783 SH   SOLE   552,783 0 0