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 347 10,341 SH   SOLE   10,341 0 0
Actuant Corp CL- A COM 00508X203 778 27,885 SH   SOLE   0 0 27,885
Aerie Pharmaceuticals Inc. COM 00771V108 12,770 207,470 SH   SOLE   54,388 0 153,082
Allegheny Technologies Inc COM 01741R102 897 30,360 SH   SOLE   0 0 30,360
Alphabet Inc - Class A COM 02079K305 3,467 2,872 SH   SOLE   2,056 0 816
Alphabet Inc - Class C COM 02079K107 24,045 20,147 SH   SOLE   7,016 0 13,131
Amazon.com Inc. COM 023135106 36,649 18,297 SH   SOLE   6,502 0 11,795
American Eagle Outfitters COM 02553E106 833 33,542 SH   SOLE   0 0 33,542
American International Group COM 026874784 296 5,552 SH   SOLE   5,552 0 0
Ameris Bancorp COM 03076K108 880 19,259 SH   SOLE   0 0 19,259
Apogee Enterprises Inc COM 037598109 802 19,414 SH   SOLE   0 0 19,414
Apple Inc COM 037833100 27,085 119,984 SH   SOLE   50,776 0 69,208
Applied Materials Inc. COM 038222105 12,840 332,202 SH   SOLE   99,848 0 232,354
Astec Industries Inc COM 046224101 983 19,495 SH   SOLE   0 0 19,495
Asure Software Inc COM 04649U102 783 63,014 SH   SOLE   0 0 63,014
Axogen Inc COM 05463X106 772 20,939 SH   SOLE   0 0 20,939
Bank of America Corp COM 060505104 8,680 294,650 SH   SOLE   17,004 0 277,646
Belden Inc. COM 077454106 938 13,133 SH   SOLE   0 0 13,133
Biogen Inc. COM 09062X103 13,750 38,917 SH   SOLE   11,683 0 27,234
Blackstone Group LP/The COM 09253U108 13,693 359,589 SH   SOLE   106,111 0 253,478
Boeing Company COM 097023105 13,579 36,513 SH   SOLE   10,266 0 26,247
Broadcom Inc COM 11135F101 12,997 52,678 SH   SOLE   15,812 0 36,866
CSX Corp COM 126408103 12,597 170,115 SH   SOLE   48,089 0 122,026
Capital One Financial Corp COM 14040H105 12,372 130,331 SH   SOLE   38,463 0 91,868
Carbonite Inc COM 141337105 783 21,968 SH   SOLE   0 0 21,968
Caterpillar Inc. COM 149123101 14,415 94,530 SH   SOLE   28,124 0 66,406
Chart Industries, Inc. COM 16115Q308 805 10,273 SH   SOLE   0 0 10,273
ChevronTexaco Corp COM 166764100 283 2,311 SH   SOLE   2,311 0 0
Ciena Corp COM 171779309 604 19,333 SH   SOLE   0 0 19,333
Cisco Systems Inc. COM 17275R102 313 6,435 SH   SOLE   6,435 0 0
Citigroup Inc. COM 172967424 13,446 187,433 SH   SOLE   57,710 0 129,723
Cloudera Inc COM 18914U100 774 43,827 SH   SOLE   0 0 43,827
Coca-Cola Co COM 191216100 12,892 279,112 SH   SOLE   83,645 0 195,467
Commvault Systems Inc. COM 204166102 1,011 14,450 SH   SOLE   0 0 14,450
Conagra Foods, Inc COM 205887102 10,336 304,280 SH   SOLE   65,846 0 238,434
Covanta Holding Corp. COM 22282E102 657 40,426 SH   SOLE   0 0 40,426
Cray Inc COM 225223304 736 34,236 SH   SOLE   0 0 34,236
DXC Technology CO COM 23355L106 13,309 142,311 SH   SOLE   42,292 0 100,019
Deere & Co. COM 244199105 13,450 89,471 SH   SOLE   24,591 0 64,880
DowDuPont Inc COM 26078J100 14,059 218,617 SH   SOLE   66,400 0 152,217
EOG Resources Inc COM 26875P101 1,501 11,769 SH   SOLE   1,396 0 10,373
Egain Corp COM 28225C806 273 33,676 SH   SOLE   0 0 33,676
Electrocore LLC COM 28531P103 453 32,368 SH   SOLE   0 0 32,368
Evoqua Water Technologies Co COM 30057T105 10,510 591,123 SH   SOLE   163,774 0 427,349
Faro Technologies Inc COM 311642102 772 11,992 SH   SOLE   0 0 11,992
FedEx Corp COM 31428X106 13,068 54,272 SH   SOLE   14,841 0 39,431
Ferro Corp. COM 315405100 1,057 45,509 SH   SOLE   0 0 45,509
Five9 Inc COM 338307101 915 20,932 SH   SOLE   0 0 20,932
G-III Apparel Group, Ltd. COM 36237H101 927 19,244 SH   SOLE   0 0 19,244
Goldman Sachs Group Inc COM 38141G104 14,807 66,030 SH   SOLE   18,880 0 47,150
Haemonetics Corp/Mass COM 405024100 1,029 8,982 SH   SOLE   0 0 8,982
Hartford Financial Services Gr COM 416515104 6,758 135,271 SH   SOLE   6,030 0 129,241
Healthcare Services Group Inc. COM 421906108 1,032 25,411 SH   SOLE   0 0 25,411
Home Bancshares, Inc. COM 436893200 826 37,706 SH   SOLE   0 0 37,706
Hortonworks, Inc. COM 440894103 758 33,243 SH   SOLE   0 0 33,243
Integrated Devices COM 458118106 241 5,117 SH   SOLE   0 0 5,117
Itron Inc COM 465741106 930 14,493 SH   SOLE   0 0 14,493
J & J Snack Foods Corp. COM 466032109 878 5,819 SH   SOLE   0 0 5,819
JPMorgan Chase& Co COM 46625H100 5,926 52,519 SH   SOLE   6,462 0 46,057
John Bean Technologies Corp COM 477839104 568 4,762 SH   SOLE   0 0 4,762
K2M Group Holdings COM 48273J107 258 9,434 SH   SOLE   0 0 9,434
Kla-Tencor Corp COM 482480100 12,301 120,937 SH   SOLE   34,232 0 86,705
Kraft Heinz Company COM 500754106 12,366 224,381 SH   SOLE   67,319 0 157,062
Kratos Defense & Security COM 50077B207 545 36,872 SH   SOLE   0 0 36,872
Ligand Pharmaceuticals Incorpo COM 53220K504 948 3,452 SH   SOLE   0 0 3,452
Lincoln National Corp. COM 534187109 6,194 91,539 SH   SOLE   4,626 0 86,913
Lindsay Corp. COM 535555106 485 4,835 SH   SOLE   0 0 4,835
Lions Gate Entertainment Corp COM 535919401 330 13,538 SH   SOLE   4,065 0 9,473
LivePerson Inc COM 538146101 997 38,434 SH   SOLE   0 0 38,434
Loxo Oncology Inc. COM 548862101 7,072 41,399 SH   SOLE   10,892 0 30,507
MGP Ingredients Inc. COM 55303J106 1,019 12,903 SH   SOLE   0 0 12,903
Marvell Technology Group, Ltd. COM G5876H105 15,982 828,063 SH   SOLE   248,827 0 579,236
Mastercard Inc-Class A COM 57636Q104 13,962 62,720 SH   SOLE   18,318 0 44,402
McDonald's Corp COM 580135101 315 1,884 SH   SOLE   1,884 0 0
Microsoft Corp COM 594918104 25,094 219,413 SH   SOLE   87,538 0 131,875
Model N Inc COM 607525102 883 55,697 SH   SOLE   0 0 55,697
Mondelez International, Inc. COM 609207105 308 7,175 SH   SOLE   7,175 0 0
Neogen Corp. COM 640491106 807 11,276 SH   SOLE   0 0 11,276
Netflix Inc. COM 64110L106 16,729 44,715 SH   SOLE   12,692 0 32,023
Noble Energy Inc COM 655044105 1,903 61,005 SH   SOLE   3,240 0 57,765
Nomad Foods LTD COM G6564A105 537 26,506 SH   SOLE   0 0 26,506
Norweigan Cruise Line Holdings COM G66721104 6,462 112,528 SH   SOLE   5,417 0 107,111
Nvidia Corp. COM 67066G104 9,828 34,971 SH   SOLE   9,456 0 25,515
Orbcomm Inc COM 68555P100 988 90,957 SH   SOLE   0 0 90,957
PVH Corp. COM 693656100 13,782 95,442 SH   SOLE   28,624 0 66,818
PetIQ Inc COM 71639T106 638 16,233 SH   SOLE   0 0 16,233
Pfizer Inc. COM 717081103 393 8,907 SH   SOLE   8,907 0 0
Pioneer Natural Resources COM 723787107 6,183 35,496 SH   SOLE   1,545 0 33,951
Polyone Corp. COM 73179P106 869 19,869 SH   SOLE   0 0 19,869
Power Integration Inc COM 739276103 834 13,204 SH   SOLE   0 0 13,204
Praxair COM 74005P104 12,705 79,045 SH   SOLE   23,409 0 55,636
Proto Labs Inc COM 743713109 911 5,632 SH   SOLE   0 0 5,632
Qualcomm Inc. COM 747525103 16,462 228,544 SH   SOLE   68,663 0 159,881
Quanta Services Inc COM 74762E102 3,710 111,158 SH   SOLE   33,700 0 77,458
Quinstreet Inc COM 74874Q100 613 45,209 SH   SOLE   0 0 45,209
Radware LTD COM M81873107 901 34,029 SH   SOLE   0 0 34,029
Rapid7 Inc COM 753422104 856 23,184 SH   SOLE   0 0 23,184
Regions Financial Group COM 7591EP100 280 15,256 SH   SOLE   15,256 0 0
Rexford Industrial Realty, Inc COM 76169C100 1,005 31,451 SH   SOLE   0 0 31,451
Royal Caribbean Cruises Ltd. COM V7780T103 12,367 95,171 SH   SOLE   31,513 0 63,658
Sage Theraputics Inc COM 78667J108 13,136 93,000 SH   SOLE   24,871 0 68,129
Salesforce.com Inc COM 79466L302 6,285 39,520 SH   SOLE   22,144 0 17,376
Semtech Corp COM 816850101 650 11,686 SH   SOLE   0 0 11,686
Senseonics Holdings Inc COM 81727U105 997 208,928 SH   SOLE   0 0 208,928
Sensient Technologies Corp COM 81725T100 851 11,121 SH   SOLE   0 0 11,121
Sientra Inc COM 82621J105 782 32,768 SH   SOLE   0 0 32,768
Spartan Motors Inc COM 846819100 820 55,564 SH   SOLE   0 0 55,564
TPI Composites Inc COM 87266J104 998 34,957 SH   SOLE   0 0 34,957
Tapestry Inc COM 876030107 13,031 259,217 SH   SOLE   77,923 0 181,294
Teleflex Inc. COM 879369106 7,446 27,984 SH   SOLE   8,482 0 19,502
Terreno Realty Corp COM 88146M101 986 26,154 SH   SOLE   0 0 26,154
Tiffany & Co. COM 886547108 10,608 82,249 SH   SOLE   24,974 0 57,275
Triumph Bancorp Inc COM 89679E300 787 20,593 SH   SOLE   0 0 20,593
Twitter Inc COM 90184L102 11,062 388,673 SH   SOLE   108,973 0 279,700
U.S. Bancorp COM 902973304 306 5,793 SH   SOLE   5,793 0 0
Ultra Clean Holdings Inc COM 90385v107 788 62,756 SH   SOLE   0 0 62,756
Union Pacific Corp COM 907818108 13,510 82,973 SH   SOLE   24,753 0 58,220
Vericel Corp COM 92346J108 806 56,965 SH   SOLE   0 0 56,965
Veritex Holdings Inc COM 923451108 809 28,621 SH   SOLE   0 0 28,621
Viavi Solutions COM 925550105 874 77,110 SH   SOLE   0 0 77,110
Vocera Communications Inc COM 92857F107 861 23,548 SH   SOLE   0 0 23,548
Vonage Holdings Corp COM 92886T201 875 61,810 SH   SOLE   0 0 61,810
Wal-Mart Stores, Inc. COM 931142103 294 3,135 SH   SOLE   3,135 0 0
Walt Disney Co. COM 254687106 319 2,724 SH   SOLE   2,724 0 0
Wildhorse Resource Development COM 96812T102 576 24,360 SH   SOLE   0 0 24,360
XPO Logistics, Inc. COM 983793100 13,349 116,926 SH   SOLE   35,129 0 81,797
Xilinx COM 983919101 6,658 83,051 SH   SOLE   25,159 0 57,892
Alibaba Group Holding-SP ADR ADR 01609W102 11,514 69,882 SH   SOLE   19,731 0 50,151