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 460 7,155 SH   SOLE   7,155 0 0
AbbVie Inc. COM 00287Y109 1,096 14,470 SH   SOLE   14,470 0 0
Accenture Plc COM G1151C101 20,697 107,602 SH   SOLE   107,602 0 0
Adtalem Global Education Inc. COM 00737L103 307 8,050 SH   SOLE   8,050 0 0
Advanced Energy Industries COM 007973100 1,322 23,030 SH   SOLE   23,030 0 0
Akamai Technologies Inc. COM 00971T101 12,461 136,370 SH   SOLE   136,370 0 0
Alcon Inc COM H01301128 2,425 41,598 SH   SOLE   41,598 0 0
Allergan plc. COM G0177J108 1,430 8,500 SH   SOLE   8,500 0 0
Alliance Data Systems Corp COM 018581108 5,625 43,900 SH   SOLE   43,900 0 0
Alphabet Inc. Class A COM 02079K305 54,689 44,785 SH   SOLE   44,785 0 0
Alphabet Inc. Class C COM 02079K107 82,373 67,574 SH   SOLE   67,574 0 0
Amazon.com Inc. COM 023135106 93,888 54,086 SH   SOLE   54,086 0 0
Amdocs Limited COM G02602103 10,196 154,234 SH   SOLE   154,234 0 0
American Public Education COM 02913V103 246 11,000 SH   SOLE   11,000 0 0
Amgen Inc. COM 031162100 43,043 222,435 SH   SOLE   222,435 0 0
Anthem, Inc. COM 036752103 418 1,740 SH   SOLE   1,740 0 0
Apple Inc. COM 037833100 41,201 183,958 SH   SOLE   183,958 0 0
Assurant, Inc. COM 04621X108 5,869 46,645 SH   SOLE   46,645 0 0
Atlantic Union Bankshares Corp COM 04911A107 294 7,905 SH   SOLE   7,905 0 0
Bank of New York Mellon Corp. COM 064058100 11,353 251,115 SH   SOLE   251,115 0 0
Barrett Business Services Inc COM 068463108 599 6,741 SH   SOLE   6,741 0 0
Biogen Inc. COM 09062X103 5,622 24,148 SH   SOLE   24,148 0 0
Blucora, Inc. COM 095229100 461 21,315 SH   SOLE   21,315 0 0
Boston Beer Co. Inc. COM 100557107 719 1,975 SH   SOLE   1,975 0 0
CIT Group Inc. COM 125581801 13,373 295,134 SH   SOLE   295,134 0 0
CNO Financial Group, Inc. COM 12621E103 294 18,600 SH   SOLE   18,600 0 0
CSG Systems International COM 126349109 272 5,255 SH   SOLE   5,255 0 0
CVS Health Corporation COM 126650100 1,440 22,826 SH   SOLE   22,826 0 0
Capital One Financial Corp. COM 14040H105 10,425 114,586 SH   SOLE   114,586 0 0
Cardinal Health Inc. COM 14149Y108 3,490 73,950 SH   SOLE   73,950 0 0
Celgene Corp. COM 151020104 3,622 36,480 SH   SOLE   36,480 0 0
Charles River Laboratories COM 159864107 2,382 17,995 SH   SOLE   17,995 0 0
Charles Schwab Corp COM 808513105 43,680 1,044,217 SH   SOLE   1,044,217 0 0
Check Point Software COM M22465104 20,742 189,428 SH   SOLE   189,428 0 0
Chubb Limited COM H1467J104 23,740 147,055 SH   SOLE   147,055 0 0
Cigna Corporation COM 125523100 9,820 64,695 SH   SOLE   64,695 0 0
Cirrus Logic Inc. COM 172755100 2,036 37,990 SH   SOLE   37,990 0 0
Cisco Systems Inc. COM 17275R102 76,788 1,554,104 SH   SOLE   1,554,104 0 0
Citrix Systems Inc. COM 177376100 14,283 147,975 SH   SOLE   147,975 0 0
Cognizant Tech Solutions COM 192446102 15,554 258,093 SH   SOLE   258,093 0 0
Cohu, Inc. COM 192576106 1,098 81,326 SH   SOLE   81,326 0 0
Corning Inc. COM 219350105 6,996 245,312 SH   SOLE   245,312 0 0
DXC Technology COM 23355L106 3,273 110,935 SH   SOLE   110,935 0 0
DaVita HealthCare Partners Inc COM 23918K108 2,676 46,890 SH   SOLE   46,890 0 0
Dell Technologies Inc. Cl C COM 24703L202 424 8,172 SH   SOLE   8,172 0 0
Dime Community Bancshares COM 253922108 513 23,980 SH   SOLE   23,980 0 0
Diodes Inc. COM 254543101 664 16,535 SH   SOLE   16,535 0 0
Eagle Pharmaceuticals, Inc. COM 269796108 1,142 20,185 SH   SOLE   20,185 0 0
Everest Re Group Ltd COM G3223R108 2,823 10,610 SH   SOLE   10,610 0 0
F5 Networks Inc. COM 315616102 1,459 10,390 SH   SOLE   10,390 0 0
Facebook, Inc. cl A COM 30303M102 45,229 253,983 SH   SOLE   253,983 0 0
FireEye, Inc. COM 31816Q101 331 24,825 SH   SOLE   24,825 0 0
Fortinet, Inc. COM 34959E109 1,228 16,000 SH   SOLE   16,000 0 0
Generac Holdings Inc. COM 368736104 464 5,920 SH   SOLE   5,920 0 0
Gentex Corporation COM 371901109 9,062 329,115 SH   SOLE   329,115 0 0
Gilead Sciences Inc. COM 375558103 21,851 344,763 SH   SOLE   344,763 0 0
Global Payments Inc. COM 37940X102 21,732 136,682 SH   SOLE   136,682 0 0
H&R Block Inc. COM 093671105 5,906 250,060 SH   SOLE   250,060 0 0
HP Inc. COM 40434L105 9,096 480,771 SH   SOLE   480,771 0 0
Hartford Financial Services COM 416515104 580 9,565 SH   SOLE   9,565 0 0
Hewlett Packard Enterprise Co COM 42824C109 7,316 482,266 SH   SOLE   482,266 0 0
HollyFrontier Corporation COM 436106108 412 7,685 SH   SOLE   7,685 0 0
Hollysys Automation Technologs COM G45667105 780 51,375 SH   SOLE   51,375 0 0
Hubspot Inc COM 443573100 493 3,250 SH   SOLE   3,250 0 0
IAC/InterActiveCorp COM 44919P508 29,723 136,364 SH   SOLE   136,364 0 0
IBM Corp COM 459200101 26,626 183,097 SH   SOLE   183,097 0 0
Illumina Inc COM 452327109 11,019 36,222 SH   SOLE   36,222 0 0
Innoviva, Inc. COM 45781M101 254 24,060 SH   SOLE   24,060 0 0
Intel Corporation COM 458140100 31,494 611,184 SH   SOLE   611,184 0 0
JPMorgan Chase & Co COM 46625H100 2,001 17,000 SH   SOLE   17,000 0 0
Jazz Pharmaceuticals plc COM G50871105 468 3,655 SH   SOLE   3,655 0 0
Johnson & Johnson COM 478160104 1,570 12,135 SH   SOLE   12,135 0 0
Juniper Networks Inc COM 48203R104 11,977 483,924 SH   SOLE   483,924 0 0
KEMET Corporation COM 488360207 811 44,595 SH   SOLE   44,595 0 0
KLA Corporation COM 482480100 95,630 599,750 SH   SOLE   599,750 0 0
Kadant Inc COM 48282T104 241 2,745 SH   SOLE   2,745 0 0
Kulicke & Soffa Industries COM 501242101 1,393 59,320 SH   SOLE   59,320 0 0
Laboratory Corp of America COM 50540R409 11,470 68,275 SH   SOLE   68,275 0 0
Lam Research Corporation COM 512807108 1,665 7,205 SH   SOLE   7,205 0 0
Lowes Companies Inc. COM 548661107 22,183 201,734 SH   SOLE   201,734 0 0
Magellan Health, Inc. COM 559079207 317 5,110 SH   SOLE   5,110 0 0
Mastercard Inc. COM 57636Q104 1,124 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 8,289 60,652 SH   SOLE   60,652 0 0
Medtronic PLC COM G5960L103 8,615 79,316 SH   SOLE   79,316 0 0
Mercer International Inc. COM 588056101 485 38,640 SH   SOLE   38,640 0 0
Merck & Co. Inc. COM 58933Y105 2,174 25,820 SH   SOLE   25,820 0 0
Microsoft Corporation COM 594918104 43,167 310,485 SH   SOLE   310,485 0 0
Molson Coors Brewing Co. COM 60871R209 425 7,385 SH   SOLE   7,385 0 0
Mylan N.V. COM N59465109 202 10,235 SH   SOLE   10,235 0 0
NXP Semiconductors NV COM N6596X109 14,586 133,670 SH   SOLE   133,670 0 0
NetApp, Inc. COM 64110D104 19,599 373,240 SH   SOLE   373,240 0 0
Netflix Inc COM 64110L106 240 895 SH   SOLE   895 0 0
NextGen Healthcare, Inc. COM 65343C102 764 48,755 SH   SOLE   48,755 0 0
Oracle Corporation COM 68389X105 28,084 510,348 SH   SOLE   510,348 0 0
Palo Alto Networks, Inc. COM 697435105 1,040 5,100 SH   SOLE   5,100 0 0
Paychex, Inc. COM 704326107 14,462 174,720 SH   SOLE   174,720 0 0
Paylocity Holding Corporation COM 70438V106 822 8,425 SH   SOLE   8,425 0 0
PepsiCo, Inc. COM 713448108 36,416 265,617 SH   SOLE   265,617 0 0
Perficient, Inc. COM 71375U101 1,125 29,165 SH   SOLE   29,165 0 0
Perspecta Inc COM 715347100 261 9,975 SH   SOLE   9,975 0 0
Pfizer Inc. COM 717081103 24,754 688,949 SH   SOLE   688,949 0 0
Qualcomm Inc. COM 747525103 31,301 410,342 SH   SOLE   410,342 0 0
Quest Diagnostics Inc COM 74834L100 4,116 38,455 SH   SOLE   38,455 0 0
QuinStreet, Inc. COM 74874Q100 583 46,340 SH   SOLE   46,340 0 0
RealPage, Inc. COM 75606N109 228 3,625 SH   SOLE   3,625 0 0
Salesforce.com Inc COM 79466L302 6,876 46,325 SH   SOLE   46,325 0 0
Science App Int'l Corp COM 808625107 495 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 20,234 376,168 SH   SOLE   376,168 0 0
Skyworks Solutions Inc COM 83088M102 9,769 123,270 SH   SOLE   123,270 0 0
SolarEdge Technologies, Inc. COM 83417M104 2,090 24,965 SH   SOLE   24,965 0 0
State Street Corp COM 857477103 16,503 278,817 SH   SOLE   278,817 0 0
Stryker Corp COM 863667101 1,311 6,060 SH   SOLE   6,060 0 0
SunTrust Banks, Inc. COM 867914103 1,208 17,562 SH   SOLE   17,562 0 0
Synchrony Financial COM 87165B103 5,824 170,855 SH   SOLE   170,855 0 0
Synnex Corporation COM 87162W100 1,186 10,507 SH   SOLE   10,507 0 0
Synopsys Inc. COM 871607107 22,646 164,997 SH   SOLE   164,997 0 0
The Travelers Companies COM 89417E109 9,575 64,398 SH   SOLE   64,398 0 0
U.S. Bancorp COM 902973304 23,100 417,415 SH   SOLE   417,415 0 0
Ubiquiti Networks, Inc. COM 90353W103 1,125 9,510 SH   SOLE   9,510 0 0
United Therapeutics Corp. COM 91307C102 868 10,890 SH   SOLE   10,890 0 0
UnitedHealth Group, Inc. COM 91324P102 2,010 9,250 SH   SOLE   9,250 0 0
VISA Inc. COM 92826C839 1,634 9,502 SH   SOLE   9,502 0 0
VMware, Inc. Cl A COM 928563402 22,568 150,395 SH   SOLE   150,395 0 0
Valero Energy Corp. COM 91913Y100 10,484 122,990 SH   SOLE   122,990 0 0
Verint Systems Inc. COM 92343X100 812 18,990 SH   SOLE   18,990 0 0
Waters Corporation COM 941848103 3,067 13,740 SH   SOLE   13,740 0 0
Wells Fargo & Co COM 949746101 6,095 120,834 SH   SOLE   120,834 0 0
Western Digital Corp. COM 958102105 12,202 204,600 SH   SOLE   204,600 0 0
Western Union COM 959802109 5,457 235,500 SH   SOLE   235,500 0 0
Workiva Inc. Class A COM 98139A105 481 10,970 SH   SOLE   10,970 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105 285 5,505 SH   SOLE   5,505 0 0
Xilinx Inc. COM 983919101 57,988 604,672 SH   SOLE   604,672 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102 15,048 109,621 SH   SOLE   109,621 0 0
eBay Inc. COM 278642103 23,850 611,850 SH   SOLE   611,850 0 0
AllianceBernstein Hldg LTD 01881G106 321 10,935 SH   SOLE   10,935 0 0
Glaxo Smithkline ADS ADR 37733W105 16,281 381,475 SH   SOLE   381,475 0 0
IQIYI, INC. ADR 46267X108 634 39,305 SH   SOLE   39,305 0 0
Novartis AG ADR 66987V109 22,077 254,054 SH   SOLE   254,054 0 0
Novo-Nordisk A/S ADR 670100205 2,649 51,240 SH   SOLE   51,240 0 0
Roche Holdings Ltd ADR 771195104 7,060 193,690 SH   SOLE   193,690 0 0
Royal Dutch Shell CL A ADR 780259206 4,921 83,615 SH   SOLE   83,615 0 0
Sanofi ADS ADR 80105N105 2,939 63,435 SH   SOLE   63,435 0 0
Silicon Motion Tech ADS ADR 82706C108 1,133 32,060 SH   SOLE   32,060 0 0
TAL Education Group ADS ADR 874080104 540 15,770 SH   SOLE   15,770 0 0
Tencent Holdings Ltd. ADR 88032Q109 1,966 47,215 SH   SOLE   47,215 0 0