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
AbbVie Inc. COM 00287Y109 2,655 29,985 SH   SOLE   29,985 0 0
Acushnet Holdings Corp. COM 005098108 377 11,600 SH   SOLE   11,600 0 0
Adobe Systems Inc. COM 00724F101 8,903 26,994 SH   SOLE   26,994 0 0
Align Technology Inc. COM 016255101 933 3,344 SH   SOLE   3,344 0 0
Amazon.Com Inc. COM 023135106 477 258 SH   SOLE   258 0 0
American Express Co. COM 025816109 365 2,932 SH   SOLE   2,932 0 0
American States Water Co. COM 029899101 392 4,522 SH   SOLE   4,522 0 0
American Tower Corp. COM 03027X100 4,923 21,423 SH   SOLE   21,423 0 0
America's Car-Mart Inc. COM 03062T105 222 2,022 SH   SOLE   2,022 0 0
Ametek Inc. COM 031100100 233 2,336 SH   SOLE   2,336 0 0
Amgen Inc. COM 031162100 5,028 20,858 SH   SOLE   20,858 0 0
Amphenol Corp. COM 032095101 228 2,104 SH   SOLE   2,104 0 0
Appfolio Inc COM 03783C100 2,684 24,409 SH   SOLE   24,409 0 0
Apple Computer Inc. COM 037833100 1,461 4,976 SH   SOLE   4,976 0 0
Arbor Realty Trust Inc. COM 038923108 6,384 444,866 SH   SOLE   444,866 0 0
Arch Capital Group Ltd. COM G0450A105 326 7,600 SH   SOLE   7,600 0 0
Ares Coml Real Estate Corp COM 04013V108 1,607 101,447 SH   SOLE   101,447 0 0
ASE Industrial Holding Co., Lt COM 00215W100 31 5,499 SH   SOLE   5,499 0 0
Atlassian Corp. Plc Class A COM G06242104 3,074 25,544 SH   SOLE   25,544 0 0
Audiocodes Ltd. COM M15342104 4,690 182,566 SH   SOLE   182,566 0 0
Autozone Inc. COM 053332102 6,127 5,143 SH   SOLE   5,143 0 0
Bank Of America Corp. COM 060505104 472 13,400 SH   SOLE   13,400 0 0
BG Staffing,Inc. COM 05544A109 1,695 77,431 SH   SOLE   77,431 0 0
Biodelivery Sciences Internati COM 09060J106 584 92,334 SH   SOLE   92,334 0 0
Bio-Techne Corporation COM 09073M104 458 2,088 SH   SOLE   2,088 0 0
BioTelemetry, Inc. COM 090672106 231 5,000 SH   SOLE   5,000 0 0
Boeing Co. COM 097023105 207 635 SH   SOLE   635 0 0
Booz Allen Hamilton Holding Co COM 099502106 1,055 14,833 SH   SOLE   14,833 0 0
Bright Horizons Family Solutio COM 109194100 5,374 35,759 SH   SOLE   35,759 0 0
Broadcom Inc. COM 11135F101 1,404 4,443 SH   SOLE   4,443 0 0
Bunge Ltd. COM G16962105 2,097 36,441 SH   SOLE   36,441 0 0
Cadence Design Systems Inc. COM 127387108 6,700 96,599 SH   SOLE   96,599 0 0
Calavo Growers Inc. COM 128246105 375 4,142 SH   SOLE   4,142 0 0
Capital Southwest Corp. COM 140501107 2,522 121,181 SH   SOLE   121,181 0 0
Carlyle Group L P COM 14309L102 257 8,000 SH   SOLE   8,000 0 0
Caterpillar Inc. COM 149123101 650 4,400 SH   SOLE   4,400 0 0
Cavalier Fundamental Growth Fu COM 85520V335 5,623 395,952 SH   SOLE   395,952 0 0
Chesapeake Utilities Corp. COM 165303108 235 2,455 SH   SOLE   2,455 0 0
Chevron Corp. COM 166764100 1,009 8,372 SH   SOLE   8,372 0 0
Chipotle Mexican Grill Inc COM 169656105 8,243 9,847 SH   SOLE   9,847 0 0
Choice Hotels International In COM 169905106 320 3,095 SH   SOLE   3,095 0 0
Cisco Systems Inc. COM 17275R102 2,880 60,059 SH   SOLE   60,059 0 0
Clean Harbors Inc. COM 184496107 202 2,357 SH   SOLE   2,357 0 0
Community Healthcare Trust,Inc COM 20369C106 1,074 25,048 SH   SOLE   25,048 0 0
Consumer Discretionary Select COM 81369Y407 1,994 15,898 SH   SOLE   15,898 0 0
Consumer Staples Select Sector COM 81369Y308 2,060 32,709 SH   SOLE   32,709 0 0
Cooper Cos. COM 216648402 227 707 SH   SOLE   707 0 0
Copart Inc. COM 217204106 11,491 126,360 SH   SOLE   126,360 0 0
Corning Inc. COM 219350105 252 8,653 SH   SOLE   8,653 0 0
Costamare Inc. COM Y1771G102 1,465 153,719 SH   SOLE   153,719 0 0
Costco Wholesale Corp. COM 22160K105 3,662 12,460 SH   SOLE   12,460 0 0
Cracker Barrel Old Country COM 22410J106 240 1,564 SH   SOLE   1,564 0 0
Csx Corp. COM 126408103 268 3,700 SH   SOLE   3,700 0 0
CubeSmart COM 229663109 2,508 79,671 SH   SOLE   79,671 0 0
CVR Energy COM 12662P108 746 18,452 SH   SOLE   18,452 0 0
Cyberark Software Ltd COM M2682V108 5,961 51,132 SH   SOLE   51,132 0 0
Dana Holding Corp. COM 235825205 2,675 146,976 SH   SOLE   146,976 0 0
Darden Restaurants Inc. COM 237194105 4,314 39,577 SH   SOLE   39,577 0 0
Dexcom Inc COM 252131107 3,889 17,779 SH   SOLE   17,779 0 0
DHT Holdings, Inc. COM Y2065G121 492 59,477 SH   SOLE   59,477 0 0
Digital Realty Trust Inc. COM 253868103 2,267 18,936 SH   SOLE   18,936 0 0
Digital Turbine, Inc. COM 25400W102 1,100 154,345 SH   SOLE   154,345 0 0
Dmc Global Inc COM 23291C103 1,658 36,883 SH   SOLE   36,883 0 0
Dominion Resources Inc. (Virgi COM 25746U109 735 8,877 SH   SOLE   8,877 0 0
Douglas Dynamics Inc. COM 25960R105 5,029 91,434 SH   SOLE   91,434 0 0
Ducommun Inc. COM 264147109 1,520 30,085 SH   SOLE   30,085 0 0
Eaton Corp. COM G29183103 2,898 30,599 SH   SOLE   30,599 0 0
Eldorado Resorts Inc COM 28470R102 1,151 19,299 SH   SOLE   19,299 0 0
Eli Lilly & Co. COM 532457108 263 2,000 SH   SOLE   2,000 0 0
Enanta Pharmaceuticals, Inc. COM 29251M106 389 6,300 SH   SOLE   6,300 0 0
Endava Plc Sponsored ADR Class COM 29260V105 377 8,100 SH   SOLE   8,100 0 0
Ennis Inc. COM 293389102 851 39,327 SH   SOLE   39,327 0 0
Enphase Energy, Inc. COM 29355A107 1,452 55,562 SH   SOLE   55,562 0 0
EPAM Systems, Inc. COM 29414B104 5,454 25,706 SH   SOLE   25,706 0 0
Erie Indemnity Co. COM 29530P102 287 1,731 SH   SOLE   1,731 0 0
Essent Group Ltd. COM G3198U102 872 16,778 SH   SOLE   16,778 0 0
Euronet Worldwide Inc. COM 298736109 3,842 24,384 SH   SOLE   24,384 0 0
Evertec Inc. COM 30040P103 782 22,965 SH   SOLE   22,965 0 0
Extra Space Storage Inc. COM 30225T102 973 9,217 SH   SOLE   9,217 0 0
Exxon Mobil Corp. COM 30231G102 427 6,114 SH   SOLE   6,114 0 0
Fabrinet COM G3323L100 438 6,749 SH   SOLE   6,749 0 0
Facebook Inc. COM 30303M102 421 2,050 SH   SOLE   2,050 0 0
Factset Research Systems Inc. COM 303075105 204 761 SH   SOLE   761 0 0
Fair Isaac Corp. COM 303250104 5,130 13,692 SH   SOLE   13,692 0 0
Fastenal Co. COM 311900104 2,755 74,559 SH   SOLE   74,559 0 0
Federal Signal Corp. COM 313855108 4,038 125,195 SH   SOLE   125,195 0 0
Fidelity National Info Svcs COM 31620M106 1,337 9,614 SH   SOLE   9,614 0 0
Financial Select Sector Spdr F COM 81369Y605 1,970 63,991 SH   SOLE   63,991 0 0
First American Financial Corp. COM 31847R102 2,691 46,146 SH   SOLE   46,146 0 0
First Trust Consumer Disc. Alp COM 33734X101 12,235 269,903 SH   SOLE   269,903 0 0
First Trust Financials AlphaDe COM 33734X135 358 10,674 SH   SOLE   10,674 0 0
First Trust Healthcare AlphaDe COM 33734X143 12,542 148,954 SH   SOLE   148,954 0 0
First Trust Indust./Prod.Dura COM 33734X150 12,013 266,188 SH   SOLE   266,188 0 0
First Trust Materials AlphaDex COM 33734X168 11,352 283,375 SH   SOLE   283,375 0 0
First Trust S&P REIT Index Fd. COM 33734G108 269 10,288 SH   SOLE   10,288 0 0
First Trust Technology AlphaDe COM 33734X176 12,420 171,152 SH   SOLE   171,152 0 0
First Trust Utilities AlphaDex COM 33734X184 359 12,278 SH   SOLE   12,278 0 0
FirstTrust NASDAQ Tech. COM 337345102 12,572 125,593 SH   SOLE   125,593 0 0
Fly Leasing Limited Sponsored COM 34407D109 437 22,273 SH   SOLE   22,273 0 0
Fmc Corp. COM 302491303 275 2,759 SH   SOLE   2,759 0 0
Fortinet Inc. COM 34959E109 9,063 84,891 SH   SOLE   84,891 0 0
Fortress Transportation and In COM 34960P101 577 29,522 SH   SOLE   29,522 0 0
Funko Inc COM 361008105 458 26,661 SH   SOLE   26,661 0 0
Genasys, Inc. COM 36872P103 247 75,420 SH   SOLE   75,420 0 0
General Mills Inc. COM 370334104 1,232 23,009 SH   SOLE   23,009 0 0
Genmab A S COM 372303206 646 28,938 SH   SOLE   28,938 0 0
GeoPark Ltd COM G38327105 781 35,328 SH   SOLE   35,328 0 0
Getty Realty Corp. COM 374297109 1,169 35,573 SH   SOLE   35,573 0 0
Global Payments Inc. COM 37940X102 350 1,919 SH   SOLE   1,919 0 0
Globant SA. COM L44385109 1,969 18,564 SH   SOLE   18,564 0 0
Gravity Co., Ltd COM 38911N206 482 12,895 SH   SOLE   12,895 0 0
Great Ajax Corp. COM 38983D300 998 67,376 SH   SOLE   67,376 0 0
Grupo Aeroportuario Del Pacifi COM 400506101 556 4,685 SH   SOLE   4,685 0 0
H&R Block Inc. COM 093671105 759 32,313 SH   SOLE   32,313 0 0
Hackett Group Inc. (The) COM 404609109 227 14,054 SH   SOLE   14,054 0 0
Hallmark Finl Svcs Inc Ec COM 40624Q203 364 20,740 SH   SOLE   20,740 0 0
Heico Corp. COM 422806109 10,637 93,188 SH   SOLE   93,188 0 0
Hershey Foods Corp. COM 427866108 205 1,392 SH   SOLE   1,392 0 0
Home Depot Inc. COM 437076102 920 4,215 SH   SOLE   4,215 0 0
Idexx Laboratories Inc. COM 45168D104 366 1,403 SH   SOLE   1,403 0 0
Incyte Corp. COM 45337C102 556 6,362 SH   SOLE   6,362 0 0
Ingersoll-Rand Plc COM G47791101 3,020 22,723 SH   SOLE   22,723 0 0
Innovative Indl Pptys Inc COM 45781V101 257 3,385 SH   SOLE   3,385 0 0
Inovalon Holdings, Inc. Class COM 45781D101 712 37,857 SH   SOLE   37,857 0 0
Intel Corp. COM 458140100 1,128 18,841 SH   SOLE   18,841 0 0
Intelligent Systems Corp. COM 45816D100 306 7,651 SH   SOLE   7,651 0 0
International Business Machine COM 459200101 1,887 14,076 SH   SOLE   14,076 0 0
Interpublic Group Of Cos. COM 460690100 2,287 98,984 SH   SOLE   98,984 0 0
Intuitive Surgical Inc. COM 46120E602 799 1,351 SH   SOLE   1,351 0 0
iRadimed Corp COM 46266A109 486 20,800 SH   SOLE   20,800 0 0
Iron Mountain, Inc. COM 46284V101 873 27,379 SH   SOLE   27,379 0 0
Ishares Dow Jones U.S. Technol COM 464287721 4,453 19,146 SH   SOLE   19,146 0 0
iShares iBond Dec 2029 Term Co COM 46436E205 621 24,300 SH   SOLE   24,300 0 0
iShares iBonds Dec 2024 Term C COM 46434VBG4 250 9,715 SH   SOLE   9,715 0 0
Ishares Iboxx $ High Yield Cor COM 464288513 2,326 26,452 SH   SOLE   26,452 0 0
iShares MSCI ACWI ETF COM 464288257 416 5,252 SH   SOLE   5,252 0 0
iShares MSCI EAFE Small-Cap ET COM 464288273 459 7,372 SH   SOLE   7,372 0 0
Ishares Trust Dow Jones U.S. B COM 464287838 2,046 20,893 SH   SOLE   20,893 0 0
Ishares Trust Dow Jones U.S. H COM 464287762 2,093 9,703 SH   SOLE   9,703 0 0
Ishares Trust Dow Jones U.S. I COM 464287754 4,050 24,160 SH   SOLE   24,160 0 0
Ishares Trust Dow Jones U.S. U COM 464287697 1,779 10,976 SH   SOLE   10,976 0 0
Ishares Trust Lehman 1-3 Year COM 464287457 17,243 203,745 SH   SOLE   203,745 0 0
Ishares Trust Nasdaq Biotechno COM 464287556 2,130 17,677 SH   SOLE   17,677 0 0
JD.com,Inc. COM 47215P106 638 18,117 SH   SOLE   18,117 0 0
Johnson & Johnson COM 478160104 356 2,442 SH   SOLE   2,442 0 0
Jpmorgan Chase & Co. COM 46625H100 248 1,781 SH   SOLE   1,781 0 0
Keysight Technologies Inc COM 49338L103 9,848 95,958 SH   SOLE   95,958 0 0
Kinsale Capital Group, Inc. COM 49714P108 794 7,807 SH   SOLE   7,807 0 0
Kla-Tencor Corp. COM 482480100 2,896 16,252 SH   SOLE   16,252 0 0
Kornit Digital Ltd. COM M6372Q113 1,233 36,021 SH   SOLE   36,021 0 0
Kroger Co. COM 501044101 217 7,500 SH   SOLE   7,500 0 0
Lamar Advertising Co. Class A COM 512816109 1,972 22,096 SH   SOLE   22,096 0 0
Lamb Weston Holdings Inc. COM 513272104 1,393 16,190 SH   SOLE   16,190 0 0
LHC Group COM 50187A107 317 2,300 SH   SOLE   2,300 0 0
Ligand Pharmaceuticals Inc. COM 53220K504 386 3,700 SH   SOLE   3,700 0 0
Lockheed Martin Corp. COM 539830109 2,871 7,372 SH   SOLE   7,372 0 0
Lpl Financial Holdings Inc COM 50212V100 563 6,103 SH   SOLE   6,103 0 0
Lululemon Athletica COM 550021109 14,311 61,773 SH   SOLE   61,773 0 0
LyondellBasell Industries N.V. COM N53745100 829 8,776 SH   SOLE   8,776 0 0
Marathon Petroleum Corp. COM 56585A102 3,084 51,194 SH   SOLE   51,194 0 0
Mastec Inc. COM 576323109 278 4,340 SH   SOLE   4,340 0 0
Mastercard Inc COM 57636Q104 6,266 20,986 SH   SOLE   20,986 0 0
Match Group Inc COM 57665R106 1,388 16,901 SH   SOLE   16,901 0 0
Materials Select Sector Spdr F COM 81369Y100 1,995 32,479 SH   SOLE   32,479 0 0
Maxim Integrated Products Inc. COM 57772K101 2,261 36,755 SH   SOLE   36,755 0 0
Mccormick & Co. Inc. COM 579780206 374 2,206 SH   SOLE   2,206 0 0
Mcdonald's Corp. COM 580135101 850 4,300 SH   SOLE   4,300 0 0
Mcgrath Rentcorp COM 580589109 879 11,485 SH   SOLE   11,485 0 0
Medical Properties Trust REIT COM 58463J304 3,158 149,609 SH   SOLE   149,609 0 0
Medpace Holdings, Inc. COM 58506Q109 1,394 16,589 SH   SOLE   16,589 0 0
Mellanox Technologies Ltd. COM M51363113 2,234 19,062 SH   SOLE   19,062 0 0
Merck & Co. COM 58933Y105 797 8,762 SH   SOLE   8,762 0 0
Mercury Computer Systems Inc. COM 589378108 293 4,242 SH   SOLE   4,242 0 0
Mesa Laboratories Inc. COM 59064R109 313 1,255 SH   SOLE   1,255 0 0
Microsoft Corp. COM 594918104 2,396 15,194 SH   SOLE   15,194 0 0
Model N, Inc. COM 607525102 305 8,700 SH   SOLE   8,700 0 0
Monolithic Power Systems, Inc. COM 609839105 935 5,251 SH   SOLE   5,251 0 0
Morningstar Inc. COM 617700109 269 1,776 SH   SOLE   1,776 0 0
MSCI Inc. COM 55354G100 528 2,045 SH   SOLE   2,045 0 0
Mueller Industries Inc. COM 624756102 226 7,127 SH   SOLE   7,127 0 0
Nacco Industries Inc. COM 629579103 308 6,571 SH   SOLE   6,571 0 0
Napco Security Systems Inc. COM 630402105 345 11,739 SH   SOLE   11,739 0 0
National Health Investors Inc. COM 63633D104 758 9,299 SH   SOLE   9,299 0 0
National Storage Affiliates Tr COM 637870106 1,192 35,461 SH   SOLE   35,461 0 0
New Oriental Education COM 647581107 630 5,199 SH   SOLE   5,199 0 0
Newtek Business Services Corp. COM 652526203 1,286 56,790 SH   SOLE   56,790 0 0
NextEra Energy Inc COM 65339F101 4,344 17,939 SH   SOLE   17,939 0 0
Nice-Systems Ltd. COM 653656108 2,512 16,189 SH   SOLE   16,189 0 0
Nmi Holdings Inc COM 629209305 1,825 55,014 SH   SOLE   55,014 0 0
North American Construction Gr COM 656811106 493 40,643 SH   SOLE   40,643 0 0
Northrop Grumman Corp. COM 666807102 239 696 SH   SOLE   696 0 0
Novanta Inc COM 67000B104 1,386 15,677 SH   SOLE   15,677 0 0
Nvidia Corp. COM 67066G104 365 1,552 SH   SOLE   1,552 0 0
Old Republic International Cor COM 680223104 842 37,625 SH   SOLE   37,625 0 0
Omnicom Group Inc. COM 681919106 2,198 27,126 SH   SOLE   27,126 0 0
Oneok Inc. COM 682680103 3,576 47,254 SH   SOLE   47,254 0 0
O'Reilly Automotive inc COM 67103H107 1,851 4,223 SH   SOLE   4,223 0 0
Osi Systems Inc. COM 671044105 430 4,268 SH   SOLE   4,268 0 0
Paychex Inc. COM 704326107 1,871 21,994 SH   SOLE   21,994 0 0
Paycom Software Inc. COM 70432V102 17,231 65,083 SH   SOLE   65,083 0 0
PayPal Holdings Inc COM 70450Y103 8,015 74,099 SH   SOLE   74,099 0 0
PaySign Inc. COM 70451A104 1,387 136,609 SH   SOLE   136,609 0 0
Pc-Tel Inc. COM 69325Q105 420 49,600 SH   SOLE   49,600 0 0
PennyMac Financial Services, I COM 70932M107 590 17,347 SH   SOLE   17,347 0 0
Pepsico Inc. COM 713448108 2,064 15,103 SH   SOLE   15,103 0 0
Perficient Inc. COM 71375U101 794 17,238 SH   SOLE   17,238 0 0
Pfizer Inc. COM 717081103 3,051 77,881 SH   SOLE   77,881 0 0
PGT Inc. COM 69336V101 388 26,000 SH   SOLE   26,000 0 0
Philip Morris International In COM 718172109 577 6,784 SH   SOLE   6,784 0 0
Phillips 66 COM 718546104 979 8,790 SH   SOLE   8,790 0 0
Powershares QQQ Trust COM 46090E103 2,038 9,584 SH   SOLE   9,584 0 0
Procter & Gamble Co. COM 742718109 209 1,676 SH   SOLE   1,676 0 0
Progressive Corp. COM 743315103 228 3,150 SH   SOLE   3,150 0 0
Qualys, Inc. COM 74758T303 2,410 28,902 SH   SOLE   28,902 0 0
R1 RCM Inc COM 749397105 612 47,135 SH   SOLE   47,135 0 0
RenaissanceRe Holdings Ltd. COM G7496G103 809 4,129 SH   SOLE   4,129 0 0
Rent-A-Center Inc. COM 76009N100 424 14,711 SH   SOLE   14,711 0 0
Repligen Corp. COM 759916109 431 4,661 SH   SOLE   4,661 0 0
Repro-Med Systems Inc. COM 759910102 235 36,000 SH   SOLE   36,000 0 0
RingCentral, Inc. Class A COM 76680R206 613 3,633 SH   SOLE   3,633 0 0
Roku Inc. COM 77543R102 303 2,266 SH   SOLE   2,266 0 0
Ross Stores Inc. COM 778296103 10,093 86,695 SH   SOLE   86,695 0 0
S & P Gloabl COM 78409V104 2,276 8,335 SH   SOLE   8,335 0 0
Safehold Inc. COM 78645L100 947 23,495 SH   SOLE   23,495 0 0
Safety Insurance Group Inc. COM 78648T100 927 10,019 SH   SOLE   10,019 0 0
Saia, Inc. COM 78709Y105 432 4,637 SH   SOLE   4,637 0 0
Sapiens International Corp NV COM G7T16G103 2,645 115,020 SH   SOLE   115,020 0 0
Scotts Miracle-Gro Co. COM 810186106 390 3,673 SH   SOLE   3,673 0 0
ServiceNow, Inc. COM 81762P102 4,466 15,818 SH   SOLE   15,818 0 0
Simulations Plus Inc. COM 829214105 479 16,462 SH   SOLE   16,462 0 0
Sinovac Biotech Ltd. COM P8696W104 161 24,822 SH   SOLE   24,822 0 0
Six Flags Entertainment COM 83001A102 1,342 29,746 SH   SOLE   29,746 0 0
Sonoco Products Co. COM 835495102 2,602 42,166 SH   SOLE   42,166 0 0
Spartan Motors Inc. COM 846819100 245 13,573 SH   SOLE   13,573 0 0
SPDR Barclays Convertible Secu COM 78464A359 409 7,377 SH   SOLE   7,377 0 0
Standard & Poor's Depositary R COM 78462F103 901 2,800 SH   SOLE   2,800 0 0
Store Cap Corp COM 862121100 1,121 30,113 SH   SOLE   30,113 0 0
Sun Communities Inc. COM 866674104 5,195 34,610 SH   SOLE   34,610 0 0
Synopsys Inc. COM 871607107 5,288 37,985 SH   SOLE   37,985 0 0
Sysco Corp. COM 871829107 225 2,635 SH   SOLE   2,635 0 0
Taiwan Semiconductor Manufactu COM 874039100 885 15,235 SH   SOLE   15,235 0 0
Tal Education Group COM 874080104 213 4,412 SH   SOLE   4,412 0 0
Techtarget, Inc COM 87874R100 254 9,736 SH   SOLE   9,736 0 0
Teledyne Technologies Inc. COM 879360105 1,891 5,456 SH   SOLE   5,456 0 0
Tempur-Pedic International Inc COM 88023U101 263 3,026 SH   SOLE   3,026 0 0
Texas Instruments Inc. COM 882508104 3,264 25,446 SH   SOLE   25,446 0 0
Timken Co. COM 887389104 2,601 46,185 SH   SOLE   46,185 0 0
TopBuild Corp. COM 89055F103 355 3,444 SH   SOLE   3,444 0 0
Transdigm Group COM 893641100 3,382 6,040 SH   SOLE   6,040 0 0
TTEC Holdings Inc. COM 89854H102 404 10,203 SH   SOLE   10,203 0 0
U.S. Concrete, Inc. COM 90333L201 640 15,356 SH   SOLE   15,356 0 0
Ubiquiti Inc. COM 90353W103 6,627 35,068 SH   SOLE   35,068 0 0
Ufp Technologies Inc. COM 902673102 347 7,000 SH   SOLE   7,000 0 0
Union Medical Healthcare COM 00BYPFQH6 21 30,000 SH   SOLE   30,000 0 0
Union Pacific Corp. COM 907818108 3,712 20,532 SH   SOLE   20,532 0 0
United Bankshares Inc. COM 909907107 889 22,997 SH   SOLE   22,997 0 0
United Microelectronics Corp. COM 910873405 23 8,538 SH   SOLE   8,538 0 0
Unitedhealth Group Inc. COM 91324P102 414 1,407 SH   SOLE   1,407 0 0
Universal Display Corp. COM 91347P105 8,581 41,642 SH   SOLE   41,642 0 0
Valero Energy Corp. COM 91913Y100 1,732 18,498 SH   SOLE   18,498 0 0
VanEck Vectors Agribusiness ET COM 92189F700 273 3,968 SH   SOLE   3,968 0 0
Vanguard FTSE All-World ex-US COM 922042775 420 7,818 SH   SOLE   7,818 0 0
Veeva Systems, Inc. COM 922475108 13,570 96,476 SH   SOLE   96,476 0 0
Verisign Inc. COM 92343E102 3,433 17,815 SH   SOLE   17,815 0 0
Verisk Analytics COM 92345Y106 9,577 64,129 SH   SOLE   64,129 0 0
Visa Inc. COM 92826C839 5,465 29,082 SH   SOLE   29,082 0 0
Wal-Mart Stores Inc. COM 931142103 290 2,444 SH   SOLE   2,444 0 0
Walt Disney Co. COM 254687106 438 3,028 SH   SOLE   3,028 0 0
Watsco Inc. COM 942622200 2,492 13,832 SH   SOLE   13,832 0 0
Wellcare Group Inc. COM 94946T106 485 1,469 SH   SOLE   1,469 0 0
Wex Inc COM 96208T104 1,696 8,098 SH   SOLE   8,098 0 0
Willis Lease Finance Corp. COM 970646105 303 5,151 SH   SOLE   5,151 0 0
Wingstop Inc. COM 974155103 306 3,554 SH   SOLE   3,554 0 0
Wix.com Ltd. COM M98068105 379 3,100 SH   SOLE   3,100 0 0
WNS Holdings Ltd. (ADS) COM 92932M101 996 15,053 SH   SOLE   15,053 0 0
Woodward, Inc. COM 980745103 1,212 10,231 SH   SOLE   10,231 0 0
Xilinx Inc. COM 983919101 4,089 41,818 SH   SOLE   41,818 0 0
XPEL, Inc. COM 98379L100 690 47,079 SH   SOLE   47,079 0 0
Yum! Brands Inc. COM 988498101 369 3,665 SH   SOLE   3,665 0 0
Zoetis Inc. COM 98978V103 12,794 96,667 SH   SOLE   96,667 0 0
Zynga Inc. Class A COM 98986T108 377 61,560 SH   SOLE   61,560 0 0