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
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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
Actuant Corp CL- A COM 00508X203 775 33,319 SH   SOLE   0 0 33,319
Aecom COM 00766T100 4,669 131,040 SH   SOLE   76,868 0 54,172
Aerie Pharmaceuticals Inc. COM 00771V108 11,623 214,245 SH   SOLE   57,573 0 156,672
Aerovironment Inc COM 008073108 693 15,232 SH   SOLE   0 0 15,232
Allegiant Travel Co COM 01748X102 875 5,072 SH   SOLE   0 0 5,072
Alphabet Inc - Class A COM 02079K305 3,021 2,913 SH   SOLE   2,407 0 506
Alphabet Inc - Class C COM 02079K107 20,557 19,924 SH   SOLE   6,754 0 13,170
Amazon.com Inc. COM 023135106 33,279 22,993 SH   SOLE   8,316 0 14,677
Ameris Bancorp COM 03076K108 892 16,854 SH   SOLE   0 0 16,854
Apple Inc COM 037833100 33,260 198,233 SH   SOLE   81,696 0 116,537
Asure Software Inc COM 04649U102 738 60,323 SH   SOLE   0 0 60,323
Axogen Inc COM 05463X106 862 23,607 SH   SOLE   0 0 23,607
B&G FOODS INC COM 05508R106 722 30,472 SH   SOLE   0 0 30,472
Bank of America Corp COM 060505104 8,776 292,634 SH   SOLE   18,225 0 274,409
Belden Inc. COM 077454106 849 12,308 SH   SOLE   0 0 12,308
Blackline Inc COM 09239B109 338 8,630 SH   SOLE   0 0 8,630
Blackstone Group LP/The COM 09253U108 10,667 333,850 SH   SOLE   121,369 0 212,481
Boeing Company COM 097023105 12,476 38,051 SH   SOLE   14,126 0 23,925
Bristol-Myers Squibb Co COM 110122108 10,889 172,153 SH   SOLE   57,357 0 114,796
Broadcom LTD COM Y09827109 12,879 54,651 SH   SOLE   17,367 0 37,284
CBS Corp. COM 124857202 11,598 225,682 SH   SOLE   68,460 0 157,222
CSX Corp COM 126408103 13,751 246,829 SH   SOLE   77,209 0 169,620
Capital One Financial Corp COM 14040H105 13,371 139,538 SH   SOLE   41,754 0 97,784
Carbonite Inc COM 141337105 842 29,219 SH   SOLE   0 0 29,219
Caterpillar Inc. COM 149123101 11,299 76,667 SH   SOLE   22,503 0 54,164
Celgene Corporation COM 151020104 3,135 35,147 SH   SOLE   10,543 0 24,604
Cisco Systems Inc. COM 17275R102 3,438 80,154 SH   SOLE   2,472 0 77,682
Citigroup Inc. COM 172967424 12,966 192,096 SH   SOLE   56,207 0 135,889
Cloudera Inc COM 18914U100 687 31,837 SH   SOLE   0 0 31,837
Coca-Cola Co COM 191216100 9,183 211,453 SH   SOLE   75,222 0 136,231
CommScope Holding Company, Inc COM 20337X109 12,970 324,499 SH   SOLE   103,136 0 221,363
Commvault Systems Inc. COM 204166102 933 16,316 SH   SOLE   0 0 16,316
Conagra Foods, Inc COM 205887102 10,764 291,874 SH   SOLE   87,617 0 204,257
Coupa Software Inc COM 22266L106 565 12,381 SH   SOLE   0 0 12,381
Covanta Holding Corp. COM 22282E102 794 54,738 SH   SOLE   0 0 54,738
Cray Inc COM 225223304 787 38,028 SH   SOLE   0 0 38,028
Cubic Corp. COM 229669106 750 11,789 SH   SOLE   0 0 11,789
DXC Technology CO COM 23355L106 16,078 159,934 SH   SOLE   50,429 0 109,505
Delta Airlines COM 247361702 10,674 194,740 SH   SOLE   58,129 0 136,611
Evoqua Water Technologies Co COM 30057T105 10,180 478,182 SH   SOLE   139,216 0 338,966
Fabrinet COM G3323L100 538 17,136 SH   SOLE   0 0 17,136
Facebook Inc COM 30303M102 4,818 30,149 SH   SOLE   18,063 0 12,086
Fair Isaac Corp COM 303250104 431 2,546 SH   SOLE   0 0 2,546
FedEx Corp COM 31428X106 6,571 27,368 SH   SOLE   8,445 0 18,923
Freshpet Inc COM 358039105 785 47,726 SH   SOLE   0 0 47,726
G-III Apparel Group, Ltd. COM 36237H101 603 15,992 SH   SOLE   0 0 15,992
Goldman Sachs Group Inc COM 38141G104 16,528 65,622 SH   SOLE   20,507 0 45,115
Haemonetics Corp/Mass COM 405024100 934 12,765 SH   SOLE   0 0 12,765
Healthcare Services Group Inc. COM 421906108 826 18,988 SH   SOLE   0 0 18,988
Home Bancshares, Inc. COM 436893200 848 37,177 SH   SOLE   0 0 37,177
Honeywell International Inc. COM 438516106 4,594 31,788 SH   SOLE   8,873 0 22,915
Hortonworks, Inc. COM 440894103 914 44,864 SH   SOLE   0 0 44,864
Integrated Devices COM 458118106 950 31,096 SH   SOLE   0 0 31,096
Intel Corp. COM 458140100 14,014 269,082 SH   SOLE   86,773 0 182,309
Iovance Biotherapeutics, Inc COM 462260100 530 31,371 SH   SOLE   0 0 31,371
Itron Inc COM 465741106 896 12,519 SH   SOLE   0 0 12,519
J & J Snack Foods Corp. COM 466032109 946 6,926 SH   SOLE   0 0 6,926
JPMorgan Chase& Co COM 46625H100 7,817 71,086 SH   SOLE   5,895 0 65,191
John Bean Technologies Corp COM 477839104 831 7,330 SH   SOLE   0 0 7,330
K2M Group Holdings COM 48273J107 763 40,290 SH   SOLE   0 0 40,290
Kansas City Southern COM 485170302 16,481 150,029 SH   SOLE   47,400 0 102,629
Kornit Digital LTD COM 112167234 709 54,956 SH   SOLE   0 0 54,956
Kratos Defense & Security COM 50077B207 792 76,956 SH   SOLE   0 0 76,956
Ligand Pharmaceuticals Incorpo COM 53220K504 770 4,664 SH   SOLE   0 0 4,664
Lincoln National Corp. COM 534187109 6,524 89,295 SH   SOLE   3,825 0 85,470
LivePerson Inc COM 538146101 897 54,867 SH   SOLE   0 0 54,867
Lockheed Martin Corp COM 539830109 12,304 36,410 SH   SOLE   11,986 0 24,424
Loxo Oncology Inc. COM 548862101 731 6,337 SH   SOLE   0 0 6,337
Lumentum Holdings Inc COM 55024U109 343 5,382 SH   SOLE   0 0 5,382
Marvell Technology Group, Ltd. COM G5876H105 12,501 595,273 SH   SOLE   185,299 0 409,974
Mastec, Inc COM 576323109 946 20,116 SH   SOLE   0 0 20,116
McDonald's Corp COM 580135101 6,112 39,086 SH   SOLE   6,064 0 33,022
MetLife, Inc. COM 59156R108 7,009 152,743 SH   SOLE   6,447 0 146,296
Microsoft Corp COM 594918104 30,856 338,079 SH   SOLE   129,572 0 208,507
Mitel Networks Corp COM 60671Q104 941 101,402 SH   SOLE   0 0 101,402
Model N Inc COM 607525102 571 31,627 SH   SOLE   0 0 31,627
Mondelez International, Inc. COM 609207105 2,805 67,219 SH   SOLE   2,976 0 64,243
Morgan Stanley COM 617446448 5,615 104,064 SH   SOLE   7,817 0 96,247
Mueller Water Products Inc COM 624758108 829 76,279 SH   SOLE   0 0 76,279
Neogen Corp. COM 640491106 576 8,602 SH   SOLE   0 0 8,602
Netflix Inc. COM 64110L106 8,446 28,598 SH   SOLE   12,361 0 16,237
Nike Inc CL B COM 654106103 8,283 124,670 SH   SOLE   39,368 0 85,302
Nomad Foods LTD COM G6564A105 765 48,583 SH   SOLE   0 0 48,583
Norweigan Cruise Line Holdings COM G66721104 5,876 110,922 SH   SOLE   5,501 0 105,421
Nvidia Corp. COM 67066G104 3,464 14,958 SH   SOLE   4,491 0 10,467
Oracle COM 68389X105 12,256 267,900 SH   SOLE   89,869 0 178,031
Paratek Pharamceuticals, Inc. COM 699374302 915 70,422 SH   SOLE   0 0 70,422
Penumbra Inc. COM 70975L107 789 6,821 SH   SOLE   0 0 6,821
PetIQ Inc COM 71639T106 888 33,379 SH   SOLE   0 0 33,379
Philip Morris International COM 718172109 8,808 88,613 SH   SOLE   27,089 0 61,524
Pinnacle Foods Inc COM 72348P104 10,027 185,344 SH   SOLE   58,170 0 127,174
Pioneer Natural Resources COM 723787107 234 1,363 SH   SOLE   1,363 0 0
Polyone Corp. COM 73179P106 926 21,776 SH   SOLE   0 0 21,776
Power Integration Inc COM 739276103 910 13,310 SH   SOLE   0 0 13,310
Proto Labs Inc COM 743713109 853 7,253 SH   SOLE   0 0 7,253
Quanta Services Inc COM 74762E102 13,061 380,231 SH   SOLE   120,249 0 259,982
Radware LTD COM M81873107 716 33,528 SH   SOLE   0 0 33,528
Rapid7 Inc COM 753422104 824 32,234 SH   SOLE   0 0 32,234
Raytheon Company COM 755111507 11,191 51,852 SH   SOLE   19,085 0 32,767
Regions Financial Group COM 7591EP100 320 17,227 SH   SOLE   17,227 0 0
Revance Theraputics Inc COM 761330109 775 25,161 SH   SOLE   0 0 25,161
Rexford Industrial Realty, Inc COM 76169C100 887 30,823 SH   SOLE   0 0 30,823
Rexnord Corp. COM 76169B102 943 31,771 SH   SOLE   0 0 31,771
Rockwell Automation Inc COM 773903109 12,231 70,214 SH   SOLE   21,322 0 48,892
Sage Theraputics Inc COM 78667J108 8,835 54,855 SH   SOLE   14,879 0 39,976
Salesforce.com Inc COM 79466L302 11,950 102,753 SH   SOLE   36,336 0 66,417
Schneider National Inc-CL B COM 80689H102 860 33,000 SH   SOLE   0 0 33,000
Semtech Corp COM 816850101 845 21,641 SH   SOLE   0 0 21,641
Spartan Motors Inc COM 846819100 843 48,999 SH   SOLE   0 0 48,999
Tapestry Inc COM 876030107 13,078 248,579 SH   SOLE   78,927 0 169,652
Terreno Realty Corp COM 88146M101 770 22,305 SH   SOLE   0 0 22,305
Tetra Tech Inc COM 88162G103 875 17,879 SH   SOLE   0 0 17,879
Time Warner Inc COM 887317303 14,797 156,453 SH   SOLE   45,634 0 110,819
Triumph Bancorp Inc COM 89679E300 881 21,377 SH   SOLE   0 0 21,377
U.S. Bancorp COM 902973304 263 5,215 SH   SOLE   5,215 0 0
US Concrete Inc. COM 90333L201 781 12,923 SH   SOLE   0 0 12,923
Union Pacific Corp COM 907818108 13,557 100,847 SH   SOLE   31,879 0 68,968
United Health Group Inc COM 91324P102 8,951 41,825 SH   SOLE   12,141 0 29,684
Vocera Communications Inc COM 92857F107 819 34,974 SH   SOLE   0 0 34,974
Vonage Holdings Corp COM 92886T201 812 76,288 SH   SOLE   0 0 76,288
Walt Disney Co. COM 254687106 12,487 124,325 SH   SOLE   37,992 0 86,333
XPO Logistics, Inc. COM 983793100 10,116 99,359 SH   SOLE   31,377 0 67,982
Zendesk Corp COM 98936J101 833 17,406 SH   SOLE   0 0 17,406
Alibaba Group Holding-SP ADR ADR 01609W102 12,198 66,458 SH   SOLE   20,395 0 46,063