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
AT&T COM 00206R102 15,101 470,289 SH   SOLE   140,817 0 329,472
Actuant Corp CL- A COM 00508X203 973 33,157 SH   SOLE   0 0 33,157
Aerie Pharmaceuticals Inc. COM 00771V108 14,289 211,528 SH   SOLE   57,573 0 153,955
Aetna Inc. COM 00817Y108 12,861 70,085 SH   SOLE   21,969 0 48,116
Allegheny Technologies Inc COM 01741R102 271 10,806 SH   SOLE   0 0 10,806
Alphabet Inc - Class A COM 02079K305 3,639 3,223 SH   SOLE   2,407 0 816
Alphabet Inc - Class C COM 02079K107 24,168 21,663 SH   SOLE   8,404 0 13,259
Amazon.com Inc. COM 023135106 36,525 21,488 SH   SOLE   8,316 0 13,172
American International Group COM 026874784 294 5,552 SH   SOLE   5,552 0 0
Ameris Bancorp COM 03076K108 917 17,181 SH   SOLE   0 0 17,181
Apple Inc COM 037833100 30,720 165,954 SH   SOLE   72,497 0 93,457
Astec Industries Inc COM 046224101 894 14,947 SH   SOLE   0 0 14,947
Asure Software Inc COM 04649U102 780 48,921 SH   SOLE   0 0 48,921
Axogen Inc COM 05463X106 831 16,537 SH   SOLE   0 0 16,537
Badger Meter, Inc. COM 056525108 659 14,752 SH   SOLE   0 0 14,752
Bank of America Corp COM 060505104 8,032 284,928 SH   SOLE   18,225 0 266,703
Belden Inc. COM 077454106 1,015 16,600 SH   SOLE   0 0 16,600
Blackline Inc COM 09239B109 486 11,200 SH   SOLE   0 0 11,200
Boeing Company COM 097023105 16,185 48,240 SH   SOLE   17,359 0 30,881
Broadcom Inc COM 11135F101 12,866 53,025 SH   SOLE   17,033 0 35,992
CBS Corp. COM 124857202 17,297 307,671 SH   SOLE   100,093 0 207,578
Capital One Financial Corp COM 14040H105 11,213 122,011 SH   SOLE   40,331 0 81,680
Carbonite Inc COM 141337105 720 20,644 SH   SOLE   0 0 20,644
Celgene Corporation COM 151020104 12,890 162,303 SH   SOLE   50,015 0 112,288
Chart Industries, Inc. COM 16115Q308 403 6,530 SH   SOLE   0 0 6,530
ChevronTexaco Corp COM 166764100 903 7,140 SH   SOLE   2,311 0 4,829
Ciena Corp COM 171779309 761 28,725 SH   SOLE   0 0 28,725
Cisco Systems Inc. COM 17275R102 365 8,488 SH   SOLE   8,488 0 0
Citigroup Inc. COM 172967424 15,050 224,898 SH   SOLE   68,843 0 156,055
Cloudera Inc COM 18914U100 858 62,903 SH   SOLE   0 0 62,903
Coca-Cola Co COM 191216100 12,278 279,941 SH   SOLE   97,612 0 182,329
Commvault Systems Inc. COM 204166102 655 9,949 SH   SOLE   0 0 9,949
Conagra Foods, Inc COM 205887102 8,997 251,804 SH   SOLE   65,789 0 186,015
Coupa Software Inc COM 22266L106 372 5,982 SH   SOLE   0 0 5,982
Covanta Holding Corp. COM 22282E102 918 55,630 SH   SOLE   0 0 55,630
Cray Inc COM 225223304 762 30,966 SH   SOLE   0 0 30,966
Deere & Co. COM 244199105 12,826 91,748 SH   SOLE   28,703 0 63,045
DowDuPont Inc COM 26078J100 13,116 198,968 SH   SOLE   63,436 0 135,532
Dycom Industries Inc COM 267475101 643 6,800 SH   SOLE   0 0 6,800
EOG Resources Inc COM 26875P101 6,781 54,498 SH   SOLE   2,647 0 51,851
Evoqua Water Technologies Co COM 30057T105 10,127 493,994 SH   SOLE   145,983 0 348,011
Facebook Inc COM 30303M102 21,256 109,388 SH   SOLE   41,276 0 68,112
Faro Technologies Inc COM 311642102 789 14,521 SH   SOLE   0 0 14,521
FedEx Corp COM 31428X106 12,154 53,529 SH   SOLE   17,079 0 36,450
Ferro Corp. COM 315405100 924 44,337 SH   SOLE   0 0 44,337
Freshpet Inc COM 358039105 958 34,894 SH   SOLE   0 0 34,894
G-III Apparel Group, Ltd. COM 36237H101 774 17,437 SH   SOLE   0 0 17,437
General Motors COM 37045V100 9,431 239,357 SH   SOLE   81,113 0 158,244
Goldman Sachs Group Inc COM 38141G104 14,895 67,528 SH   SOLE   21,705 0 45,823
Haemonetics Corp/Mass COM 405024100 857 9,555 SH   SOLE   0 0 9,555
Healthcare Services Group Inc. COM 421906108 540 12,493 SH   SOLE   0 0 12,493
Home Bancshares, Inc. COM 436893200 898 39,788 SH   SOLE   0 0 39,788
Hortonworks, Inc. COM 440894103 980 53,781 SH   SOLE   0 0 53,781
Integrated Devices COM 458118106 904 28,368 SH   SOLE   0 0 28,368
Intel Corp. COM 458140100 271 5,451 SH   SOLE   5,451 0 0
Iovance Biotherapeutics, Inc COM 462260100 484 37,827 SH   SOLE   0 0 37,827
Itron Inc COM 465741106 959 15,974 SH   SOLE   0 0 15,974
J & J Snack Foods Corp. COM 466032109 895 5,867 SH   SOLE   0 0 5,867
JPMorgan Chase& Co COM 46625H100 5,985 57,433 SH   SOLE   6,462 0 50,971
John Bean Technologies Corp COM 477839104 905 10,175 SH   SOLE   0 0 10,175
K2M Group Holdings COM 48273J107 774 34,414 SH   SOLE   0 0 34,414
Kansas City Southern COM 485170302 12,938 122,104 SH   SOLE   38,111 0 83,993
Kraft Heinz Company COM 500754106 12,464 198,414 SH   SOLE   68,116 0 130,298
Kratos Defense & Security COM 50077B207 810 70,383 SH   SOLE   0 0 70,383
Ligand Pharmaceuticals Incorpo COM 53220K504 892 4,305 SH   SOLE   0 0 4,305
Lincoln National Corp. COM 534187109 5,408 86,876 SH   SOLE   3,825 0 83,051
LivePerson Inc COM 538146101 805 38,147 SH   SOLE   0 0 38,147
Loxo Oncology Inc. COM 548862101 8,058 46,452 SH   SOLE   12,759 0 33,693
MGP Ingredients Inc. COM 55303J106 796 8,960 SH   SOLE   0 0 8,960
Marvell Technology Group, Ltd. COM G5876H105 16,910 788,725 SH   SOLE   259,733 0 528,992
Mastec, Inc COM 576323109 576 11,351 SH   SOLE   0 0 11,351
McDonald's Corp COM 580135101 12,178 77,720 SH   SOLE   24,581 0 53,139
MetLife, Inc. COM 59156R108 6,478 148,587 SH   SOLE   6,447 0 142,140
Microsoft Corp COM 594918104 17,062 173,023 SH   SOLE   88,076 0 84,947
Model N Inc COM 607525102 968 52,044 SH   SOLE   0 0 52,044
Mondelez International, Inc. COM 609207105 9,412 229,555 SH   SOLE   57,263 0 172,292
Morgan Stanley COM 617446448 12,238 258,189 SH   SOLE   84,596 0 173,593
Neogen Corp. COM 640491106 973 12,128 SH   SOLE   0 0 12,128
Nomad Foods LTD COM G6564A105 893 46,510 SH   SOLE   0 0 46,510
Norweigan Cruise Line Holdings COM G66721104 5,880 124,453 SH   SOLE   5,583 0 118,870
Nvidia Corp. COM 67066G104 9,588 40,473 SH   SOLE   15,642 0 24,831
Orbcomm Inc COM 68555P100 841 83,272 SH   SOLE   0 0 83,272
PVH Corp. COM 693656100 12,527 83,672 SH   SOLE   27,596 0 56,076
Paratek Pharamceuticals, Inc. COM 699374302 530 52,007 SH   SOLE   0 0 52,007
Penn Virginia Corp COM 70788V102 545 6,418 SH   SOLE   0 0 6,418
Pepsico COM 713448108 13,195 121,197 SH   SOLE   40,658 0 80,539
PetIQ Inc COM 71639T106 859 31,964 SH   SOLE   0 0 31,964
Pioneer Natural Resources COM 723787107 6,463 34,151 SH   SOLE   1,545 0 32,606
Polyone Corp. COM 73179P106 925 21,392 SH   SOLE   0 0 21,392
Power Integration Inc COM 739276103 832 11,390 SH   SOLE   0 0 11,390
Proto Labs Inc COM 743713109 849 7,141 SH   SOLE   0 0 7,141
Quanta Services Inc COM 74762E102 12,832 384,191 SH   SOLE   126,618 0 257,573
Radware LTD COM M81873107 853 33,743 SH   SOLE   0 0 33,743
Rapid7 Inc COM 753422104 514 18,221 SH   SOLE   0 0 18,221
Regions Financial Group COM 7591EP100 306 17,227 SH   SOLE   17,227 0 0
Revance Theraputics Inc COM 761330109 691 25,161 SH   SOLE   0 0 25,161
Rexford Industrial Realty, Inc COM 76169C100 896 28,531 SH   SOLE   0 0 28,531
Rockwell Automation Inc COM 773903109 12,800 77,003 SH   SOLE   25,204 0 51,799
Sage Theraputics Inc COM 78667J108 11,812 75,464 SH   SOLE   21,802 0 53,662
Salesforce.com Inc COM 79466L302 6,806 49,896 SH   SOLE   25,988 0 23,908
Semtech Corp COM 816850101 549 11,660 SH   SOLE   0 0 11,660
Senseonics Holdings Inc COM 81727U105 333 80,953 SH   SOLE   0 0 80,953
Summit Materials Inc-Cl A COM 86614U100 799 30,421 SH   SOLE   0 0 30,421
TPI Composites Inc COM 87266J104 858 29,352 SH   SOLE   0 0 29,352
Tandem Diabetes Care Inc COM 875372104 810 36,785 SH   SOLE   0 0 36,785
Tapestry Inc COM 876030107 13,442 287,770 SH   SOLE   92,836 0 194,934
Terreno Realty Corp COM 88146M101 894 23,725 SH   SOLE   0 0 23,725
The Children's Place COM 168905107 706 5,842 SH   SOLE   0 0 5,842
Triumph Bancorp Inc COM 89679E300 983 24,118 SH   SOLE   0 0 24,118
U.S. Bancorp COM 902973304 261 5,215 SH   SOLE   5,215 0 0
US Concrete Inc. COM 90333L201 564 10,735 SH   SOLE   0 0 10,735
Union Pacific Corp COM 907818108 13,266 93,631 SH   SOLE   30,905 0 62,726
United Health Group Inc COM 91324P102 9,192 37,468 SH   SOLE   17,439 0 20,029
Vericel Corp COM 92346J108 810 83,512 SH   SOLE   0 0 83,512
Veritex Holdings Inc COM 923451108 933 30,035 SH   SOLE   0 0 30,035
Vocera Communications Inc COM 92857F107 901 30,157 SH   SOLE   0 0 30,157
Vonage Holdings Corp COM 92886T201 814 63,155 SH   SOLE   0 0 63,155
Wal-Mart Stores, Inc. COM 931142103 13,004 151,826 SH   SOLE   50,633 0 101,193
Walt Disney Co. COM 254687106 12,847 122,573 SH   SOLE   37,992 0 84,581
XPO Logistics, Inc. COM 983793100 12,240 122,176 SH   SOLE   39,299 0 82,877
Xilinx COM 983919101 12,048 184,610 SH   SOLE   59,614 0 124,996