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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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
AT&T COM 00206R102 10,478 367,118 SH   SOLE   111,645 0 255,473
Actuant Corp CL- A COM 00508X203 327 15,561 SH   SOLE   0 0 15,561
Aecom COM 00766T100 9,013 340,104 SH   SOLE   112,316 0 227,788
Aerie Pharmaceuticals Inc. COM 00771V108 8,308 230,149 SH   SOLE   61,682 0 168,467
Allegheny Technologies Inc COM 01741R102 410 18,837 SH   SOLE   0 0 18,837
Alphabet Inc - Class A COM 02079K305 3,017 2,887 SH   SOLE   2,056 0 831
Alphabet Inc - Class C COM 02079K107 19,953 19,267 SH   SOLE   6,405 0 12,862
Amazon.com Inc. COM 023135106 17,321 11,532 SH   SOLE   4,698 0 6,834
American Eagle Outfitters COM 02553E106 278 14,404 SH   SOLE   0 0 14,404
American International Group COM 026874784 219 5,552 SH   SOLE   5,552 0 0
Ameris Bancorp COM 03076K108 374 11,823 SH   SOLE   0 0 11,823
Apple Inc COM 037833100 17,311 109,746 SH   SOLE   50,276 0 59,470
Applied Materials Inc. COM 038222105 11,532 352,243 SH   SOLE   106,737 0 245,506
Astec Industries Inc COM 046224101 390 12,908 SH   SOLE   0 0 12,908
At Home Group Inc COM 04650Y100 257 13,782 SH   SOLE   0 0 13,782
Axogen Inc COM 05463X106 304 14,879 SH   SOLE   0 0 14,879
Axon Enterprise, Inc. COM 05464C101 396 9,054 SH   SOLE   0 0 9,054
Bank of America Corp COM 060505104 7,476 303,398 SH   SOLE   15,113 0 288,285
Blackstone Group LP/The COM 09253U108 10,859 364,286 SH   SOLE   106,111 0 258,175
Boeing Company COM 097023105 11,059 34,290 SH   SOLE   11,015 0 23,275
Broadcom Inc COM 11135F101 6,103 24,000 SH   SOLE   7,180 0 16,820
Carbonite Inc COM 141337105 374 14,803 SH   SOLE   0 0 14,803
Casella Waste Systems Inc COM 147448104 389 13,661 SH   SOLE   0 0 13,661
Caterpillar Inc. COM 149123101 5,730 45,094 SH   SOLE   15,596 0 29,498
Celgene Corporation COM 151020104 10,813 168,718 SH   SOLE   47,349 0 121,369
Chart Industries, Inc. COM 16115Q308 380 5,842 SH   SOLE   0 0 5,842
ChevronTexaco Corp COM 166764100 251 2,311 SH   SOLE   2,311 0 0
Cisco Systems Inc. COM 17275R102 248 5,722 SH   SOLE   5,722 0 0
Citigroup Inc. COM 172967424 10,976 210,836 SH   SOLE   58,165 0 152,671
Cloudera Inc COM 18914U100 336 30,420 SH   SOLE   0 0 30,420
Coca-Cola Co COM 191216100 2,459 51,929 SH   SOLE   5,599 0 46,330
Commvault Systems Inc. COM 204166102 382 6,465 SH   SOLE   0 0 6,465
Conagra Foods, Inc COM 205887102 1,403 65,690 SH   SOLE   8,387 0 57,303
Coupa Software Inc COM 22266L106 321 5,114 SH   SOLE   0 0 5,114
Covanta Holding Corp. COM 22282E102 430 32,061 SH   SOLE   0 0 32,061
Cray Inc COM 225223304 358 16,560 SH   SOLE   0 0 16,560
Cubic Corp. COM 229669106 413 7,689 SH   SOLE   0 0 7,689
DXC Technology CO COM 23355L106 9,855 185,351 SH   SOLE   55,541 0 129,810
Deere & Co. COM 244199105 10,298 69,038 SH   SOLE   19,580 0 49,458
Delta Airlines COM 247361702 9,898 198,357 SH   SOLE   59,558 0 138,799
Egain Corp COM 28225C806 387 58,906 SH   SOLE   0 0 58,906
Electrocore LLC COM 28531P103 256 40,972 SH   SOLE   0 0 40,972
Evo Payments Inc - Class A COM 26927E104 314 12,729 SH   SOLE   0 0 12,729
F M C Corp COM 302491303 9,847 133,141 SH   SOLE   40,509 0 92,632
Facebook Inc COM 30303M102 3,046 23,239 SH   SOLE   11,072 0 12,167
Faro Technologies Inc COM 311642102 287 7,057 SH   SOLE   0 0 7,057
FedEx Corp COM 31428X106 9,075 56,252 SH   SOLE   16,106 0 40,146
Ferro Corp. COM 315405100 250 15,975 SH   SOLE   0 0 15,975
Five9 Inc COM 338307101 436 9,967 SH   SOLE   0 0 9,967
G-III Apparel Group, Ltd. COM 36237H101 310 11,121 SH   SOLE   0 0 11,121
General Motors COM 37045V100 9,411 281,334 SH   SOLE   84,141 0 197,193
Goldman Sachs Group Inc COM 38141G104 9,155 54,803 SH   SOLE   16,372 0 38,431
HCA Healthcare, Inc COM 40412C101 246 1,979 SH   SOLE   1,979 0 0
Haemonetics Corp/Mass COM 405024100 408 4,077 SH   SOLE   0 0 4,077
Hartford Financial Services Gr COM 416515104 6,219 139,907 SH   SOLE   6,030 0 133,877
Home Bancshares, Inc. COM 436893200 370 22,617 SH   SOLE   0 0 22,617
Itron Inc COM 465741106 333 7,047 SH   SOLE   0 0 7,047
J & J Snack Foods Corp. COM 466032109 316 2,184 SH   SOLE   0 0 2,184
JPMorgan Chase& Co COM 46625H100 6,334 64,886 SH   SOLE   6,462 0 58,424
John Bean Technologies Corp COM 477839104 335 4,659 SH   SOLE   0 0 4,659
Kla-Tencor Corp COM 482480100 11,017 123,110 SH   SOLE   34,256 0 88,854
Kratos Defense & Security COM 50077B207 301 21,386 SH   SOLE   0 0 21,386
Ligand Pharmaceuticals Incorpo COM 53220K504 367 2,704 SH   SOLE   0 0 2,704
Lincoln National Corp. COM 534187109 5,167 100,698 SH   SOLE   4,626 0 96,072
Lindsay Corp. COM 535555106 258 2,679 SH   SOLE   0 0 2,679
Lions Gate Entertainment Corp COM 535919401 9,865 612,703 SH   SOLE   185,744 0 426,959
LivePerson Inc COM 538146101 397 21,025 SH   SOLE   0 0 21,025
Lockheed Martin Corp COM 539830109 8,995 34,352 SH   SOLE   11,208 0 23,144
Lowe's Companies COM 548661107 9,677 104,777 SH   SOLE   31,712 0 73,065
MGM Resorts International COM 552953101 8,735 360,068 SH   SOLE   117,458 0 242,610
MGP Ingredients Inc. COM 55303J106 425 7,441 SH   SOLE   0 0 7,441
Marvell Technology Group, Ltd. COM G5876H105 14,828 915,846 SH   SOLE   271,840 0 644,006
McDonald's Corp COM 580135101 247 1,390 SH   SOLE   1,390 0 0
Microchip Technology COM 595017104 5,675 78,906 SH   SOLE   20,897 0 58,009
Microsoft Corp COM 594918104 24,696 243,138 SH   SOLE   99,475 0 143,663
Mondelez International, Inc. COM 609207105 240 5,991 SH   SOLE   5,991 0 0
Mueller Water Products Inc COM 624758108 415 45,657 SH   SOLE   0 0 45,657
Neogen Corp. COM 640491106 299 5,250 SH   SOLE   0 0 5,250
Nomad Foods LTD COM G6564A105 251 14,988 SH   SOLE   0 0 14,988
Norweigan Cruise Line Holdings COM G66721104 4,959 116,988 SH   SOLE   5,415 0 111,573
On Assignment Inc. COM 682159108 312 5,733 SH   SOLE   0 0 5,733
Orbcomm Inc COM 68555P100 419 50,734 SH   SOLE   0 0 50,734
PVH Corp. COM 693656100 9,536 102,589 SH   SOLE   30,885 0 71,704
Pepsico COM 713448108 10,023 90,726 SH   SOLE   27,266 0 63,460
PetIQ Inc COM 71639T106 336 14,308 SH   SOLE   0 0 14,308
Pfizer Inc. COM 717081103 259 5,942 SH   SOLE   5,942 0 0
Pioneer Natural Resources COM 723787107 4,903 37,278 SH   SOLE   1,667 0 35,611
Polyone Corp. COM 73179P106 385 13,477 SH   SOLE   0 0 13,477
Power Integration Inc COM 739276103 384 6,291 SH   SOLE   0 0 6,291
Proto Labs Inc COM 743713109 382 3,386 SH   SOLE   0 0 3,386
Q2 Holdings Inc COM 74736L109 307 6,204 SH   SOLE   0 0 6,204
Qualcomm Inc. COM 747525103 10,013 175,936 SH   SOLE   53,791 0 122,145
Quanta Services Inc COM 74762E102 9,758 324,181 SH   SOLE   97,142 0 227,039
Quinstreet Inc COM 74874Q100 406 24,992 SH   SOLE   0 0 24,992
Radware LTD COM M81873107 377 16,604 SH   SOLE   0 0 16,604
Rapid7 Inc COM 753422104 384 12,331 SH   SOLE   0 0 12,331
Raytheon Company COM 755111507 9,273 60,472 SH   SOLE   18,768 0 41,704
Regions Financial Group COM 7591EP100 204 15,256 SH   SOLE   15,256 0 0
Rockwell Automation Inc COM 773903109 9,844 65,420 SH   SOLE   18,563 0 46,857
Royal Caribbean Cruises Ltd. COM V7780T103 10,397 106,319 SH   SOLE   33,000 0 73,319
Sage Theraputics Inc COM 78667J108 10,720 111,908 SH   SOLE   31,094 0 80,814
Semtech Corp COM 816850101 386 8,420 SH   SOLE   0 0 8,420
Sensient Technologies Corp COM 81725T100 376 6,727 SH   SOLE   0 0 6,727
Spartan Motors Inc COM 846819100 340 47,089 SH   SOLE   0 0 47,089
Summit Materials Inc-Cl A COM 86614U100 312 25,145 SH   SOLE   0 0 25,145
TPI Composites Inc COM 87266J104 373 15,191 SH   SOLE   0 0 15,191
Tandem Diabetes Care Inc COM 875372104 390 10,272 SH   SOLE   0 0 10,272
Tapestry Inc COM 876030107 9,350 277,050 SH   SOLE   82,428 0 194,622
Tenable Holdings Inc COM 88025T102 359 16,185 SH   SOLE   0 0 16,185
Terreno Realty Corp COM 88146M101 375 10,657 SH   SOLE   0 0 10,657
Thermo Fisher Scientific COM 883556102 10,307 46,056 SH   SOLE   14,198 0 31,858
Tiffany & Co. COM 886547108 9,828 122,068 SH   SOLE   38,129 0 83,939
U.S. Bancorp COM 902973304 233 5,101 SH   SOLE   5,101 0 0
Ultra Clean Holdings Inc COM 90385v107 381 45,005 SH   SOLE   0 0 45,005
Vericel Corp COM 92346J108 370 21,261 SH   SOLE   0 0 21,261
Veritex Holdings Inc COM 923451108 298 13,937 SH   SOLE   0 0 13,937
Viavi Solutions COM 925550105 384 38,187 SH   SOLE   0 0 38,187
Vocera Communications Inc COM 92857F107 376 9,555 SH   SOLE   0 0 9,555
Vonage Holdings Corp COM 92886T201 412 47,155 SH   SOLE   0 0 47,155
Wal-Mart Stores, Inc. COM 931142103 2,281 24,489 SH   SOLE   15,917 0 8,572
Walt Disney Co. COM 254687106 10,699 97,572 SH   SOLE   29,205 0 68,367
XPO Logistics, Inc. COM 983793100 9,639 168,995 SH   SOLE   52,630 0 116,365
Alibaba Group Holding-SP ADR ADR 01609W102 9,705 70,800 SH   SOLE   19,731 0 51,069
Silicon Motion Technol- ADR ADR 82706C108 401 11,612 SH   SOLE   0 0 11,612