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 376 7,155 SH   SOLE   7,155 0 0
AbbVie Inc. COM 00287Y109 520 6,450 SH   SOLE   6,450 0 0
Accenture Plc COM G1151C101 14,896 84,627 SH   SOLE   84,627 0 0
Adtalem Global Education Inc. COM 00737L103 373 8,050 SH   SOLE   8,050 0 0
Advanced Energy Industries COM 007973100 1,144 23,030 SH   SOLE   23,030 0 0
Akamai Technologies Inc. COM 00971T101 9,779 136,370 SH   SOLE   136,370 0 0
Allergan plc. COM G0177J108 1,244 8,500 SH   SOLE   8,500 0 0
Alliance Data Systems Corp COM 018581108 8,207 46,900 SH   SOLE   46,900 0 0
Alphabet Inc. Class A COM 02079K305 52,919 44,965 SH   SOLE   44,965 0 0
Alphabet Inc. Class C COM 02079K107 79,522 67,776 SH   SOLE   67,776 0 0
Amazon.com Inc. COM 023135106 96,976 54,458 SH   SOLE   54,458 0 0
Amdocs Limited COM G02602103 8,353 154,373 SH   SOLE   154,373 0 0
American Public Education COM 02913V103 331 11,000 SH   SOLE   11,000 0 0
Amgen Inc. COM 031162100 41,629 219,121 SH   SOLE   219,121 0 0
Anthem, Inc. COM 036752103 499 1,740 SH   SOLE   1,740 0 0
Apple Inc. COM 037833100 35,500 186,891 SH   SOLE   186,891 0 0
Assurant, Inc. COM 04621X108 4,431 46,685 SH   SOLE   46,685 0 0
Bank of New York Mellon Corp. COM 064058100 15,435 306,060 SH   SOLE   306,060 0 0
Barrett Business Services Inc COM 068463108 521 6,741 SH   SOLE   6,741 0 0
Biogen Inc. COM 09062X103 5,650 23,903 SH   SOLE   23,903 0 0
Blucora, Inc. COM 095229100 967 28,975 SH   SOLE   28,975 0 0
Boston Beer Co. Inc. COM 100557107 582 1,975 SH   SOLE   1,975 0 0
CIT Group Inc. COM 125581801 22,162 461,989 SH   SOLE   461,989 0 0
CNO Financial Group, Inc. COM 12621E103 301 18,600 SH   SOLE   18,600 0 0
CSG Systems International COM 126349109 222 5,255 SH   SOLE   5,255 0 0
CVS Health Corporation COM 126650100 1,878 34,826 SH   SOLE   34,826 0 0
Capital One Financial Corp. COM 14040H105 9,368 114,676 SH   SOLE   114,676 0 0
Cardinal Health Inc. COM 14149Y108 3,561 73,950 SH   SOLE   73,950 0 0
Celgene Corp. COM 151020104 5,499 58,294 SH   SOLE   58,294 0 0
Charles River Laboratories COM 159864107 2,614 17,995 SH   SOLE   17,995 0 0
Charles Schwab Corp COM 808513105 46,430 1,085,822 SH   SOLE   1,085,822 0 0
Check Point Software COM M22465104 24,210 191,398 SH   SOLE   191,398 0 0
Chubb Limited COM H1467J104 20,809 148,550 SH   SOLE   148,550 0 0
Cigna Corporation COM 125523100 11,017 68,505 SH   SOLE   68,505 0 0
Cirrus Logic Inc. COM 172755100 1,598 37,990 SH   SOLE   37,990 0 0
Cisco Systems Inc. COM 17275R102 84,766 1,570,038 SH   SOLE   1,570,038 0 0
Citrix Systems Inc. COM 177376100 11,151 111,895 SH   SOLE   111,895 0 0
Cognizant Tech Solutions COM 192446102 18,988 262,084 SH   SOLE   262,084 0 0
Cohu, Inc. COM 192576106 450 30,500 SH   SOLE   30,500 0 0
Corning Inc. COM 219350105 8,120 245,309 SH   SOLE   245,309 0 0
DXC Technology COM 23355L106 7,527 117,035 SH   SOLE   117,035 0 0
DaVita HealthCare Partners Inc COM 23918K108 8,662 159,558 SH   SOLE   159,558 0 0
Dell Technologies Inc. Cl C COM 24703L202 480 8,172 SH   SOLE   8,172 0 0
Dime Community Bancshares COM 253922108 449 23,980 SH   SOLE   23,980 0 0
Diodes Inc. COM 254543101 574 16,535 SH   SOLE   16,535 0 0
Eagle Pharmaceuticals, Inc. COM 269796108 415 8,220 SH   SOLE   8,220 0 0
Endo International plc COM G30401106 1,362 169,570 SH   SOLE   169,570 0 0
Everest Re Group Ltd COM G3223R108 2,289 10,600 SH   SOLE   10,600 0 0
F5 Networks Inc. COM 315616102 1,631 10,390 SH   SOLE   10,390 0 0
Facebook, Inc. cl A COM 30303M102 42,787 256,688 SH   SOLE   256,688 0 0
FireEye, Inc. COM 31816Q101 417 24,825 SH   SOLE   24,825 0 0
Fortinet, Inc. COM 34959E109 1,344 16,000 SH   SOLE   16,000 0 0
Generac Holdings Inc. COM 368736104 303 5,920 SH   SOLE   5,920 0 0
Gentex Corporation COM 371901109 6,814 329,495 SH   SOLE   329,495 0 0
Gilead Sciences Inc. COM 375558103 22,032 338,901 SH   SOLE   338,901 0 0
Great Southern Bancorp COM 390905107 1,454 28,010 SH   SOLE   28,010 0 0
H&R Block Inc. COM 093671105 5,993 250,345 SH   SOLE   250,345 0 0
HP Inc. COM 40434L105 9,341 480,771 SH   SOLE   480,771 0 0
Hartford Financial Services COM 416515104 476 9,565 SH   SOLE   9,565 0 0
Hewlett Packard Enterprise Co COM 42824C109 7,441 482,266 SH   SOLE   482,266 0 0
HollyFrontier Corporation COM 436106108 379 7,685 SH   SOLE   7,685 0 0
Hollysys Automation Technologs COM G45667105 1,076 51,375 SH   SOLE   51,375 0 0
Hubspot Inc COM 443573100 540 3,250 SH   SOLE   3,250 0 0
IAC/InterActiveCorp COM 44919P508 25,085 119,389 SH   SOLE   119,389 0 0
IBM Corp COM 459200101 25,939 183,835 SH   SOLE   183,835 0 0
Illumina Inc COM 452327109 1,875 6,035 SH   SOLE   6,035 0 0
Innoviva, Inc. COM 45781M101 338 24,060 SH   SOLE   24,060 0 0
Intel Corporation COM 458140100 32,820 611,178 SH   SOLE   611,178 0 0
International Bancshares COM 459044103 2,526 66,420 SH   SOLE   66,420 0 0
JPMorgan Chase & Co COM 46625H100 1,721 17,000 SH   SOLE   17,000 0 0
Jazz Pharmaceuticals plc COM G50871105 522 3,655 SH   SOLE   3,655 0 0
Johnson & Johnson COM 478160104 2,020 14,450 SH   SOLE   14,450 0 0
Juniper Networks Inc COM 48203R104 12,809 483,919 SH   SOLE   483,919 0 0
KEMET Corporation COM 488360207 757 44,595 SH   SOLE   44,595 0 0
KLA-Tencor Corp COM 482480100 75,251 630,192 SH   SOLE   630,192 0 0
Kadant Inc COM 48282T104 241 2,745 SH   SOLE   2,745 0 0
Kulicke & Soffa Industries COM 501242101 1,312 59,320 SH   SOLE   59,320 0 0
Lam Research Corporation COM 512807108 1,290 7,205 SH   SOLE   7,205 0 0
Lowes Companies Inc. COM 548661107 22,266 203,394 SH   SOLE   203,394 0 0
Magellan Health, Inc. COM 559079207 337 5,110 SH   SOLE   5,110 0 0
Mastercard Inc. COM 57636Q104 975 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 8,410 71,845 SH   SOLE   71,845 0 0
Medtronic PLC COM G5960L103 2,076 22,796 SH   SOLE   22,796 0 0
Mercer International Inc. COM 588056101 522 38,640 SH   SOLE   38,640 0 0
Merck & Co. Inc. COM 58933Y105 2,016 24,245 SH   SOLE   24,245 0 0
Microsoft Corporation COM 594918104 36,619 310,485 SH   SOLE   310,485 0 0
Molson Coors Brewing Co. COM 60871R209 514 8,625 SH   SOLE   8,625 0 0
Mylan N.V. COM N59465109 1,703 60,100 SH   SOLE   60,100 0 0
NXP Semiconductors NV COM N6596X109 1,867 21,120 SH   SOLE   21,120 0 0
National Oilwell Varco Inc COM 637071101 350 13,125 SH   SOLE   13,125 0 0
Nautilus, Inc. COM 63910B102 187 33,650 SH   SOLE   33,650 0 0
NetApp, Inc. COM 64110D104 21,568 311,040 SH   SOLE   311,040 0 0
Netflix Inc COM 64110L106 392 1,100 SH   SOLE   1,100 0 0
NextGen Healthcare, Inc. COM 65343C102 821 48,755 SH   SOLE   48,755 0 0
Oracle Corporation COM 68389X105 27,742 516,523 SH   SOLE   516,523 0 0
Palo Alto Networks, Inc. COM 697435105 1,239 5,100 SH   SOLE   5,100 0 0
Paychex, Inc. COM 704326107 15,638 194,990 SH   SOLE   194,990 0 0
Paylocity Holding Corporation COM 70438V106 751 8,425 SH   SOLE   8,425 0 0
PepsiCo, Inc. COM 713448108 35,192 287,168 SH   SOLE   287,168 0 0
Perficient, Inc. COM 71375U101 799 29,165 SH   SOLE   29,165 0 0
Perspecta Inc COM 715347100 583 28,830 SH   SOLE   28,830 0 0
Pfizer Inc. COM 717081103 28,933 681,268 SH   SOLE   681,268 0 0
Qualcomm Inc. COM 747525103 23,517 412,360 SH   SOLE   412,360 0 0
Quest Diagnostics Inc COM 74834L100 2,221 24,700 SH   SOLE   24,700 0 0
QuinStreet, Inc. COM 74874Q100 620 46,340 SH   SOLE   46,340 0 0
RealPage, Inc. COM 75606N109 220 3,625 SH   SOLE   3,625 0 0
Red Hat, Inc. COM 756577102 27,410 150,029 SH   SOLE   150,029 0 0
Salesforce.com Inc COM 79466L302 7,336 46,325 SH   SOLE   46,325 0 0
Science App Int'l Corp COM 808625107 436 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 18,179 379,590 SH   SOLE   379,590 0 0
Skyworks Solutions Inc COM 83088M102 10,167 123,270 SH   SOLE   123,270 0 0
SolarEdge Technologies, Inc. COM 83417M104 941 24,965 SH   SOLE   24,965 0 0
State Street Corp COM 857477103 18,511 281,286 SH   SOLE   281,286 0 0
Stryker Corp COM 863667101 1,197 6,060 SH   SOLE   6,060 0 0
SunTrust Banks, Inc. COM 867914103 9,536 160,942 SH   SOLE   160,942 0 0
Synchrony Financial COM 87165B103 5,457 171,070 SH   SOLE   171,070 0 0
Synnex Corporation COM 87162W100 1,002 10,507 SH   SOLE   10,507 0 0
Synopsys Inc. COM 871607107 18,999 164,997 SH   SOLE   164,997 0 0
TCF Financial Corporation COM 872275102 18,879 912,468 SH   SOLE   912,468 0 0
Teck Resources Limited cl B COM 878742204 3,039 131,104 SH   SOLE   131,104 0 0
The Travelers Companies COM 89417E109 8,840 64,448 SH   SOLE   64,448 0 0
Total System Services Inc. COM 891906109 16,621 174,940 SH   SOLE   174,940 0 0
U.S. Bancorp COM 902973304 23,787 493,604 SH   SOLE   493,604 0 0
Ubiquiti Networks, Inc. COM 90347A100 1,978 13,210 SH   SOLE   13,210 0 0
Ultimate Software Group Inc. COM 90385D107 464 1,405 SH   SOLE   1,405 0 0
Union Bankshares Corp COM 90539J109 256 7,905 SH   SOLE   7,905 0 0
United Therapeutics Corp. COM 91307C102 549 4,675 SH   SOLE   4,675 0 0
UnitedHealth Group, Inc. COM 91324P102 2,287 9,250 SH   SOLE   9,250 0 0
VISA Inc. COM 92826C839 1,484 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 27,653 153,195 SH   SOLE   153,195 0 0
Valero Energy Corp. COM 91913Y100 10,437 123,030 SH   SOLE   123,030 0 0
Vectrus, Inc. COM 92242T101 2,310 86,862 SH   SOLE   86,862 0 0
Verint Systems Inc. COM 92343X100 1,137 18,990 SH   SOLE   18,990 0 0
Waters Corporation COM 941848103 3,676 14,605 SH   SOLE   14,605 0 0
Wells Fargo & Co COM 949746101 5,984 123,845 SH   SOLE   123,845 0 0
Western Digital Corp. COM 958102105 10,550 219,520 SH   SOLE   219,520 0 0
Western Union COM 959802109 5,462 295,720 SH   SOLE   295,720 0 0
Workiva Inc. Class A COM 98139A105 556 10,970 SH   SOLE   10,970 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105 275 5,505 SH   SOLE   5,505 0 0
Xilinx Inc. COM 983919101 77,579 611,870 SH   SOLE   611,870 0 0
eBay Inc. COM 278642103 22,732 612,050 SH   SOLE   612,050 0 0
AllianceBernstein Hldg LTD 01881G106 316 10,935 SH   SOLE   10,935 0 0
Baidu, Inc. ADS ADR 056752108 2,078 12,605 SH   SOLE   12,605 0 0
Glaxo Smithkline ADS ADR 37733W105 15,939 381,400 SH   SOLE   381,400 0 0
IQIYI, INC. ADR 46267X108 821 34,305 SH   SOLE   34,305 0 0
Novartis AG ADR 66987V109 20,198 210,093 SH   SOLE   210,093 0 0
Novo-Nordisk A/S ADR 670100205 1,861 35,585 SH   SOLE   35,585 0 0
Roche Holdings Ltd ADR 771195104 6,663 193,735 SH   SOLE   193,735 0 0
Royal Dutch Shell CL A ADR 780259206 5,237 83,670 SH   SOLE   83,670 0 0
Sanofi ADS ADR 80105N105 2,033 45,920 SH   SOLE   45,920 0 0
Silicon Motion Tech ADS ADR 82706C108 1,271 32,060 SH   SOLE   32,060 0 0
TAL Education Group ADS ADR 874080104 800 22,170 SH   SOLE   22,170 0 0
Tencent Holdings Ltd. ADR 88032Q109 2,171 47,215 SH   SOLE   47,215 0 0
Teva Pharmaceutical ADR 881624209 12,265 782,189 SH   SOLE   782,189 0 0