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
ACI Worldwide, Inc. COM 004498101 927 40,912 SH   SOLE   0 0 40,912
Abbott Labs COM 002824100 13,376 234,371 SH   SOLE   82,097 0 152,274
Aecom COM 00766T100 12,992 349,724 SH   SOLE   130,375 0 219,349
Aerie Pharmaceuticals Inc. COM 00771V108 15,263 255,449 SH   SOLE   76,608 0 178,841
Aerojet Rocketdyne Holdings COM 007800105 833 26,713 SH   SOLE   0 0 26,713
Alphabet Inc - Class A COM 02079K305 7,699 7,309 SH   SOLE   4,221 0 3,088
Alphabet Inc - Class C COM 02079K107 24,348 23,268 SH   SOLE   8,293 0 14,975
Amazon.com Inc. COM 023135106 30,817 26,351 SH   SOLE   10,241 0 16,110
Ambarella Inc. COM G037AX101 747 12,722 SH   SOLE   0 0 12,722
Ameris Bancorp COM 03076K108 981 20,354 SH   SOLE   0 0 20,354
Apple Inc COM 037833100 37,308 220,456 SH   SOLE   101,622 0 118,834
Axogen Inc COM 05463X106 879 31,051 SH   SOLE   0 0 31,051
Axon Enterprise, Inc. COM 05464C101 831 31,347 SH   SOLE   0 0 31,347
Badger Meter, Inc. COM 056525108 1,016 21,262 SH   SOLE   0 0 21,262
Bank of America Corp COM 060505104 8,997 304,770 SH   SOLE   18,225 0 286,545
Boeing Company COM 097023105 13,987 47,429 SH   SOLE   16,033 0 31,396
Broadcom LTD COM Y09827109 10,495 40,851 SH   SOLE   14,111 0 26,740
CBS Corp. COM 124857202 14,082 238,672 SH   SOLE   83,602 0 155,070
Callidus Software Inc COM 13123E500 857 29,902 SH   SOLE   0 0 29,902
Capital One Financial Corp COM 14040H105 14,680 147,421 SH   SOLE   50,913 0 96,508
Carbonite Inc COM 141337105 892 35,519 SH   SOLE   0 0 35,519
Caterpillar Inc. COM 149123101 7,816 49,599 SH   SOLE   17,300 0 32,299
Celgene Corporation COM 151020104 13,999 134,138 SH   SOLE   44,633 0 89,505
Cisco Systems Inc. COM 17275R102 13,257 346,129 SH   SOLE   114,979 0 231,150
Citigroup Inc. COM 172967424 15,060 202,389 SH   SOLE   68,226 0 134,163
Cloudera Inc COM 18914U100 757 45,795 SH   SOLE   0 0 45,795
CommScope Holding Company, Inc COM 20337X109 12,380 327,264 SH   SOLE   113,476 0 213,788
Commvault Systems Inc. COM 204166102 835 15,913 SH   SOLE   0 0 15,913
Constellation Brands Inc-A COM 21036P108 6,214 27,187 SH   SOLE   10,668 0 16,519
Coupa Software Inc COM 22266L106 928 29,735 SH   SOLE   0 0 29,735
Covanta Holding Corp. COM 22282E102 1,018 60,214 SH   SOLE   0 0 60,214
Cubic Corp. COM 229669106 1,009 17,123 SH   SOLE   0 0 17,123
D R Horton Inc COM 23331A109 14,398 281,931 SH   SOLE   97,735 0 184,196
DXC Technology CO COM 23355L106 16,172 170,412 SH   SOLE   61,620 0 108,792
Delta Airlines COM 247361702 14,422 257,544 SH   SOLE   90,009 0 167,535
Digimarc Corp COM 25381B101 846 23,394 SH   SOLE   0 0 23,394
Evoqua Water Technologies Co COM 30057T105 209 8,795 SH   SOLE   2,853 0 5,942
Fabrinet COM G3323L100 793 27,636 SH   SOLE   0 0 27,636
Facebook Inc COM 30303M102 21,581 122,300 SH   SOLE   49,414 0 72,886
Fair Isaac Corp COM 303250104 919 6,000 SH   SOLE   0 0 6,000
Faro Technologies Inc COM 311642102 967 20,573 SH   SOLE   0 0 20,573
FedEx Corp COM 31428X106 17,891 71,696 SH   SOLE   24,927 0 46,769
First Solar Inc. COM 336433107 7,129 105,579 SH   SOLE   36,975 0 68,604
Formfactor Inc. COM 346375108 516 32,945 SH   SOLE   0 0 32,945
Gentherm Inc. COM 37253A103 882 27,775 SH   SOLE   0 0 27,775
Goldman Sachs Group Inc COM 38141G104 18,002 70,662 SH   SOLE   25,001 0 45,661
Hartford Financial Services Gr COM 416515104 7,045 125,181 SH   SOLE   4,971 0 120,210
Healthcare Services Group Inc. COM 421906108 996 18,893 SH   SOLE   0 0 18,893
Hexcel Corp. COM 428291108 10,024 162,075 SH   SOLE   59,059 0 103,016
Home Bancshares, Inc. COM 436893200 957 41,177 SH   SOLE   0 0 41,177
Hortonworks, Inc. COM 440894103 936 46,564 SH   SOLE   0 0 46,564
Hostess Brands Inc COM 44109J106 738 49,819 SH   SOLE   0 0 49,819
Integrated Devices COM 458118106 924 31,096 SH   SOLE   0 0 31,096
Intel Corp. COM 458140100 7,405 160,424 SH   SOLE   56,598 0 103,826
J & J Snack Foods Corp. COM 466032109 869 5,726 SH   SOLE   0 0 5,726
JPMorgan Chase& Co COM 46625H100 7,939 74,240 SH   SOLE   5,895 0 68,345
K2M Group Holdings COM 48273J107 595 33,033 SH   SOLE   0 0 33,033
Kemet Corp COM 488360207 1,107 73,477 SH   SOLE   0 0 73,477
Keycorp COM 493267108 6,719 333,143 SH   SOLE   14,118 0 319,025
Kornit Digital LTD COM 112167234 1,114 68,956 SH   SOLE   0 0 68,956
Ligand Pharmaceuticals Incorpo COM 53220K504 1,132 8,264 SH   SOLE   0 0 8,264
Lincoln National Corp. COM 534187109 582 7,574 SH   SOLE   0 0 7,574
Lindsay Corp. COM 535555106 891 10,099 SH   SOLE   0 0 10,099
Lockheed Martin Corp COM 539830109 11,139 34,697 SH   SOLE   15,579 0 19,118
Loxo Oncology Inc. COM 548862101 895 10,637 SH   SOLE   0 0 10,637
Lumentum Holdings Inc COM 55024U109 943 19,284 SH   SOLE   0 0 19,284
MGM Resorts International COM 552953101 13,965 418,241 SH   SOLE   144,249 0 273,992
MGP Ingredients Inc. COM 55303J106 837 10,884 SH   SOLE   0 0 10,884
Marvell Technology Group, Ltd. COM G5876H105 13,894 647,125 SH   SOLE   226,234 0 420,891
Mastec, Inc COM 576323109 691 14,116 SH   SOLE   0 0 14,116
Mastercard Inc-Class A COM 57636Q104 4,643 30,678 SH   SOLE   20,529 0 10,149
Matthews Intl Corp-Class A COM 577128101 810 15,342 SH   SOLE   0 0 15,342
McDonald's Corp COM 580135101 13,997 81,323 SH   SOLE   28,204 0 53,119
Medtronic PLC COM G5960L103 7,941 98,344 SH   SOLE   33,888 0 64,456
MetLife, Inc. COM 59156R108 275 5,441 SH   SOLE   5,441 0 0
Microsoft Corp COM 594918104 26,475 309,501 SH   SOLE   127,437 0 182,064
Mitel Networks Corp COM 60671Q104 729 88,635 SH   SOLE   0 0 88,635
Mondelez International, Inc. COM 609207105 11,646 272,110 SH   SOLE   78,367 0 193,743
Morgan Stanley COM 617446448 6,665 127,021 SH   SOLE   7,817 0 119,204
Mueller Water Products Inc COM 624758108 847 67,562 SH   SOLE   0 0 67,562
NAVISTAR International COM 63934E108 810 18,886 SH   SOLE   0 0 18,886
Neogen Corp. COM 640491106 556 6,762 SH   SOLE   0 0 6,762
Neogenomics Inc COM 64049M209 634 71,511 SH   SOLE   0 0 71,511
Paratek Pharamceuticals, Inc. COM 699374302 1,261 70,422 SH   SOLE   0 0 70,422
Penumbra Inc. COM 70975L107 879 9,342 SH   SOLE   0 0 9,342
Philip Morris International COM 718172109 13,218 125,107 SH   SOLE   43,782 0 81,325
Polyone Corp. COM 73179P106 816 18,767 SH   SOLE   0 0 18,767
Power Integration Inc COM 739276103 717 9,753 SH   SOLE   0 0 9,753
Prestige Brands Holdings, Inc. COM 74112D101 865 19,476 SH   SOLE   0 0 19,476
Proto Labs Inc COM 743713109 448 4,353 SH   SOLE   0 0 4,353
Quanta Services Inc COM 74762E102 13,737 351,240 SH   SOLE   123,219 0 228,021
Radware LTD COM M81873107 797 41,067 SH   SOLE   0 0 41,067
Rapid7 Inc COM 753422104 987 52,892 SH   SOLE   0 0 52,892
Raytheon Company COM 755111507 13,099 69,731 SH   SOLE   25,298 0 44,433
Regions Financial Group COM 7591EP100 298 17,227 SH   SOLE   17,227 0 0
Revance Theraputics Inc COM 761330109 846 23,661 SH   SOLE   0 0 23,661
Rexford Industrial Realty, Inc COM 76169C100 782 26,823 SH   SOLE   0 0 26,823
Rexnord Corp. COM 76169B102 1,048 40,271 SH   SOLE   0 0 40,271
Rockwell Automation Inc COM 773903109 14,562 74,164 SH   SOLE   25,978 0 48,186
Sage Theraputics Inc COM 78667J108 10,406 63,176 SH   SOLE   25,503 0 37,673
Salesforce.com Inc COM 79466L302 8,353 81,706 SH   SOLE   26,090 0 55,616
Schneider National Inc-CL B COM 80689H102 600 21,000 SH   SOLE   0 0 21,000
Semtech Corp COM 816850101 986 28,821 SH   SOLE   0 0 28,821
T-Mobile US Inc COM 872590104 7,144 112,494 SH   SOLE   38,362 0 74,132
Tapestry Inc COM 876030107 11,130 251,635 SH   SOLE   84,819 0 166,816
Terreno Realty Corp COM 88146M101 810 23,105 SH   SOLE   0 0 23,105
Tetra Tech Inc COM 88162G103 990 20,560 SH   SOLE   0 0 20,560
Time Warner Inc COM 887317303 7,135 78,006 SH   SOLE   26,904 0 51,102
U.S. Bancorp COM 902973304 279 5,215 SH   SOLE   5,215 0 0
Ultra Clean Holdings Inc COM 90385v107 767 33,217 SH   SOLE   0 0 33,217
United Health Group Inc COM 91324P102 13,078 59,320 SH   SOLE   20,295 0 39,025
VMWare Inc COM 928563402 6,026 48,082 SH   SOLE   32,136 0 15,946
Viavi Solutions COM 925550105 904 103,398 SH   SOLE   0 0 103,398
Vonage Holdings Corp COM 92886T201 847 83,288 SH   SOLE   0 0 83,288
Wal-Mart Stores, Inc. COM 931142103 5,209 52,750 SH   SOLE   2,201 0 50,549
Walt Disney Co. COM 254687106 14,137 131,491 SH   SOLE   46,438 0 85,053
XPO Logistics, Inc. COM 983793100 14,533 158,675 SH   SOLE   55,569 0 103,106
Xylem Inc. COM 98419M100 12,736 186,751 SH   SOLE   69,512 0 117,239
YRC Worldwide Inc COM 984249607 530 36,835 SH   SOLE   0 0 36,835
Zendesk Corp COM 98936J101 1,040 30,742 SH   SOLE   0 0 30,742
Alibaba Group Holding-SP ADR ADR 01609W102 12,364 71,705 SH   SOLE   23,759 0 47,946
Royal Dutch Shell plc ADR 780259206 6,998 104,908 SH   SOLE   4,423 0 100,485
Silicon Motion Technol- ADR ADR 82706C108 641 12,110 SH   SOLE   0 0 12,110