Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	Amazon.com Inc.	58,069	$84.05M	5.9%	—	—	COM	023135106
CSCO	Cisco Systems Inc.	1,648,138	$70.69M	4.9%	—	—	COM	17275R102
GOOG	Alphabet Inc. Class C	66,955	$69.08M	4.8%	—	—	COM	02079K107
KLAC	KLA-Tencor Corp	533,293	$58.13M	4.1%	—	—	COM	482480100
SCHW	Charles Schwab Corp	1,068,524	$55.8M	3.9%	—	—	COM	808513105
GOOGL	Alphabet Inc. Class A	43,315	$44.92M	3.1%	—	—	COM	02079K305
—	Xilinx Inc.	612,034	$44.21M	3.1%	—	—	COM	983919101
META	Facebook, Inc. cl A	253,578	$40.52M	2.8%	—	—	COM	30303M102
AMGN	Amgen Inc.	215,644	$36.76M	2.6%	—	—	COM	031162100
INTC	Intel Corporation	576,105	$30M	2.1%	—	—	COM	458140100
MSFT	Microsoft Corporation	310,935	$28.38M	2.0%	—	—	COM	594918104
PEP	PepsiCo, Inc.	252,094	$27.52M	1.9%	—	—	COM	713448108
IBM	IBM Corp	162,912	$25M	1.7%	—	—	COM	459200101
AAPL	Apple Inc.	140,439	$23.56M	1.6%	—	—	COM	037833100
—	Red Hat, Inc.	154,608	$23.11M	1.6%	—	—	COM	756577102
EBAY	eBay Inc.	566,055	$22.78M	1.6%	—	—	COM	278642103
USB	U.S. Bancorp	439,854	$22.21M	1.5%	—	—	COM	902973304
—	IAC/InterActiveCorp	137,142	$21.45M	1.5%	—	—	COM	44919P508
—	CIT Group Inc.	401,425	$20.67M	1.4%	—	—	COM	125581801
QCOM	Qualcomm Inc.	355,591	$19.7M	1.4%	—	—	COM	747525103
—	Seagate Technology Plc	336,065	$19.67M	1.4%	—	—	COM	G7945M107
—	TCF Financial Corporation	859,986	$19.62M	1.4%	—	—	COM	872275102
STT	State Street Corp	196,107	$19.56M	1.4%	—	—	COM	857477103
ORCL	Oracle Corporation	425,984	$19.49M	1.4%	—	—	COM	68389X105
NTAP	NetApp, Inc.	310,830	$19.18M	1.3%	—	—	COM	64110D104
JPM	JPMorgan Chase & Co	173,025	$19.03M	1.3%	—	—	COM	46625H100
CTSH	Cognizant Tech Solutions	231,739	$18.66M	1.3%	—	—	COM	192446102
—	VMware, Inc. Cl A	151,895	$18.42M	1.3%	—	—	COM	928563402
CB	Chubb Limited	123,160	$16.84M	1.2%	—	—	COM	H1467J104
SNPS	Synopsys Inc.	195,572	$16.28M	1.1%	—	—	COM	871607107
CHKP	Check Point Software	152,120	$15.11M	1.1%	—	—	COM	M22465104
GILD	Gilead Sciences Inc.	199,900	$15.07M	1.1%	—	—	COM	375558103
UPS	United Parcel Service Inc.	142,141	$14.88M	1.0%	—	—	COM	911312106
—	Total System Services Inc.	171,560	$14.8M	1.0%	—	—	COM	891906109
—	CA, Inc.	430,131	$14.58M	1.0%	—	—	COM	12673P105
BK	Bank of New York Mellon Corp.	269,935	$13.91M	1.0%	—	—	COM	064058100
—	CSRA Inc.	329,473	$13.58M	0.9%	—	—	COM	12650T104
—	Glaxo Smithkline ADS	336,645	$13.15M	0.9%	—	—	ADR	37733W105
ACN	Accenture Plc	83,727	$12.85M	0.9%	—	—	COM	G1151C101
LOW	Lowes Companies Inc.	135,349	$11.88M	0.8%	—	—	COM	548661107
—	Express Scripts Holding Co.	168,828	$11.66M	0.8%	—	—	COM	30219G108
DOX	Amdocs Limited	172,236	$11.49M	0.8%	—	—	COM	G02602103
DVA	DaVita HealthCare Partners Inc	173,495	$11.44M	0.8%	—	—	COM	23918K108
PAYX	Paychex, Inc.	185,115	$11.4M	0.8%	—	—	COM	704326107
—	Juniper Networks Inc	463,811	$11.29M	0.8%	—	—	COM	48203R104
SWKS	Skyworks Solutions Inc	111,149	$11.14M	0.8%	—	—	COM	83088M102
BFH	Alliance Data Systems Corp	51,525	$10.97M	0.8%	—	—	COM	018581108
VLO	Valero Energy Corp.	114,555	$10.63M	0.7%	—	—	COM	91913Y100
—	Twenty-First Cent Fox Inc Cl B	265,680	$9.663M	0.7%	—	—	COM	90130A200
COF	Capital One Financial Corp.	99,252	$9.51M	0.7%	—	—	COM	14040H105
TEVA	Teva Pharmaceutical	552,783	$9.447M	0.7%	—	—	ADR	881624209
HPQ	HP Inc.	430,831	$9.444M	0.7%	—	—	COM	40434L105
TRV	The Travelers Companies	64,753	$8.992M	0.6%	—	—	COM	89417E109
WDC	Western Digital Corp.	94,900	$8.756M	0.6%	—	—	COM	958102105
—	SunTrust Banks, Inc.	127,675	$8.687M	0.6%	—	—	COM	867914103
GLW	Corning Inc.	277,304	$7.731M	0.5%	—	—	COM	219350105
PFE	Pfizer Inc.	205,335	$7.287M	0.5%	—	—	COM	717081103
WFC	Wells Fargo & Co	122,690	$6.43M	0.4%	—	—	COM	949746101
MCK	McKesson Corp	44,485	$6.267M	0.4%	—	—	COM	58155Q103
CRM	Salesforce.com Inc	53,150	$6.181M	0.4%	—	—	COM	79466L302
GNTX	Gentex Corporation	254,640	$5.862M	0.4%	—	—	COM	371901109
HPE	Hewlett Packard Enterprise Co	309,726	$5.433M	0.4%	—	—	COM	42824C109
HRB	H&R Block Inc.	199,345	$5.065M	0.4%	—	—	COM	093671105
ELV	Anthem, Inc.	22,590	$4.963M	0.3%	—	—	COM	036752103
—	Hanesbrands, Inc.	266,470	$4.908M	0.3%	—	—	COM	410345102
EG	Everest Re Group Ltd	18,799	$4.828M	0.3%	—	—	COM	G3223R108
—	Marvell Technology Grp	224,630	$4.717M	0.3%	—	—	COM	G5876H105
SNY	Sanofi ADS	114,590	$4.593M	0.3%	—	—	ADR	80105N105
WAT	Waters Corporation	21,620	$4.295M	0.3%	—	—	COM	941848103
AIZ	Assurant, Inc.	46,975	$4.294M	0.3%	—	—	COM	04621X108
BIIB	Biogen Inc.	14,770	$4.044M	0.3%	—	—	COM	09062X103
VVX	Vectrus, Inc.	106,292	$3.958M	0.3%	—	—	COM	92242T101
WU	Western Union	204,300	$3.929M	0.3%	—	—	COM	959802109
CAH	Cardinal Health Inc.	53,250	$3.338M	0.2%	—	—	COM	14149Y108
SYF	Synchrony Financial	89,730	$3.009M	0.2%	—	—	COM	87165B103
—	Aetna Inc.	17,340	$2.93M	0.2%	—	—	COM	00817Y108
JNJ	Johnson & Johnson	21,490	$2.754M	0.2%	—	—	COM	478160104
IBOC	International Bancshares	68,230	$2.654M	0.2%	—	—	COM	459044103
DXC	DXC Technology	25,600	$2.574M	0.2%	—	—	COM	23355L106
DGX	Quest Diagnostics Inc	25,400	$2.548M	0.2%	—	—	COM	74834L100
UNH	UnitedHealth Group, Inc.	11,840	$2.534M	0.2%	—	—	COM	91324P102
CRL	Charles River Laboratories	23,130	$2.469M	0.2%	—	—	COM	159864107
—	Cigna Corporation	14,000	$2.348M	0.2%	—	—	COM	125509109
TECK	Teck Resources Limited cl B	89,814	$2.314M	0.2%	—	—	COM	878742204
TCEHY	Tencent Holdings Ltd.	36,835	$1.963M	0.1%	—	—	ADR	88032Q109
—	Lam Research Corporation	9,255	$1.88M	0.1%	—	—	COM	512807108
BIDU	Baidu, Inc. ADS	8,150	$1.819M	0.1%	—	—	ADR	056752108
ACH	Owens & Minor Inc.	113,100	$1.759M	0.1%	—	—	COM	690732102
AZN	AstraZeneca PLC	49,000	$1.714M	0.1%	—	—	ADR	046353108
FFIV	F5 Networks Inc.	11,805	$1.707M	0.1%	—	—	COM	315616102
ILMN	Illumina Inc	7,200	$1.702M	0.1%	—	—	COM	452327109
—	Celgene Corp.	18,700	$1.668M	0.1%	—	—	COM	151020104
CRUS	Cirrus Logic Inc.	38,215	$1.553M	0.1%	—	—	COM	172755100
—	Citrix Systems Inc.	16,090	$1.493M	0.1%	—	—	COM	177376100
SIMO	Silicon Motion Tech ADS	31,000	$1.492M	0.1%	—	—	ADR	82706C108
GSBC	Great Southern Bancorp	28,010	$1.399M	0.1%	—	—	COM	390905107
FTNT	Fortinet, Inc.	25,740	$1.379M	0.1%	—	—	COM	34959E109
MDT	Medtronic PLC	16,042	$1.287M	0.1%	—	—	COM	G5960L103
—	Dell Technologies Inc.	17,418	$1.275M	0.1%	—	—	COM	24703L103
SYK	Stryker Corp	7,760	$1.249M	0.1%	—	—	COM	863667101
—	Blucora, Inc.	49,350	$1.214M	0.1%	—	—	COM	095229100
NTES	NetEase, Inc. ADS	4,305	$1.207M	0.1%	—	—	ADR	64110W102
NVS	Novartis AG	14,900	$1.205M	0.1%	—	—	ADR	66987V109
BDX	Becton Dickinson & Co.	5,493	$1.19M	0.1%	—	—	COM	075887109
AMBA	Ambarella, Inc.	24,070	$1.179M	0.1%	—	—	COM	G037AX101
CVS	CVS Health Corporation	18,900	$1.176M	0.1%	—	—	COM	126650100
V	VISA Inc.	9,502	$1.137M	0.1%	—	—	COM	92826C839
PANW	Palo Alto Networks, Inc.	5,900	$1.071M	0.1%	—	—	COM	697435105
—	Mylan N.V.	25,400	$1.046M	0.1%	—	—	COM	N59465109
NVO	Novo-Nordisk A/S	20,500	$1.01M	0.1%	—	—	ADR	670100205
—	Endo International plc	169,570	$1.007M	0.1%	—	—	COM	G30401106
—	KEMET Corporation	44,595	$809K	0.1%	—	—	COM	488360207
—	Quality Systems Inc.	58,700	$801K	0.1%	—	—	COM	747582104
SEDG	SolarEdge Technologies, Inc.	14,415	$758K	0.1%	—	—	COM	83417M104
—	Magellan Health, Inc.	6,885	$737K	0.1%	—	—	COM	559079207
CSGS	CSG Systems International	16,255	$736K	0.1%	—	—	COM	126349109
MA	Mastercard Inc.	4,139	$725K	0.1%	—	—	COM	57636Q104
KLIC	Kulicke & Soffa Industries	27,845	$696K	0.0%	—	—	COM	501242101
—	Perficient, Inc.	29,165	$668K	0.0%	—	—	COM	71375U101
IQ	IQIYI, INC.	42,160	$656K	0.0%	—	—	ADR	46267X108
CVSA	Adtalem Global Education Inc.	12,875	$612K	0.0%	—	—	COM	00737L103
—	Aaron's, Inc.	13,090	$610K	0.0%	—	—	COM	002535300
MERC	Mercer International Inc.	46,335	$577K	0.0%	—	—	COM	588056101
—	Union Bankshares Corp	15,185	$557K	0.0%	—	—	COM	90539J109
SAM	Boston Beer Co. Inc.	2,780	$526K	0.0%	—	—	COM	100557107
UTHR	United Therapeutics Corp.	4,545	$511K	0.0%	—	—	COM	91307C102
INVA	Innoviva, Inc.	30,075	$501K	0.0%	—	—	COM	45781M101
—	L3 Technologies, Inc.	2,325	$484K	0.0%	—	—	COM	502413107
AEIS	Advanced Energy Industries	7,460	$477K	0.0%	—	—	COM	007973100
—	Halyard Health, Inc.	10,300	$475K	0.0%	—	—	COM	40650V100
ABBV	AbbVie Inc.	4,940	$468K	0.0%	—	—	COM	00287Y109
JAZZ	Jazz Pharmaceuticals plc	2,965	$448K	0.0%	—	—	COM	G50871105
SAIC	Science App Int'l Corp	5,665	$446K	0.0%	—	—	COM	808625107
—	Dime Community Bancshares	23,980	$441K	0.0%	—	—	COM	253922108
—	Wyndham Worldwide Corp	3,845	$440K	0.0%	—	—	COM	98310W108
EGRX	Eagle Pharmaceuticals, Inc.	8,220	$433K	0.0%	—	—	COM	269796108
—	Envision Healthcare Hldg Inc.	10,925	$420K	0.0%	—	—	COM	29414D100
—	FireEye, Inc.	24,825	$420K	0.0%	—	—	COM	31816Q101
NFLX	Netflix Inc	1,420	$419K	0.0%	—	—	COM	64110L106
—	Nautilus, Inc.	30,825	$415K	0.0%	—	—	COM	63910B102
—	Convergys Corporation	18,310	$414K	0.0%	—	—	COM	212485106
—	Hollysys Automation Technologs	16,700	$413K	0.0%	—	—	COM	G45667105
BBSI	Barrett Business Services Inc	4,796	$397K	0.0%	—	—	COM	068463108
—	Lannett Company	24,005	$385K	0.0%	—	—	COM	516012101
RL	Ralph Lauren Corp	3,365	$376K	0.0%	—	—	COM	751212101
CNO	CNO Financial Group, Inc.	17,365	$376K	0.0%	—	—	COM	12621E103
—	HollyFrontier Corporation	7,685	$375K	0.0%	—	—	COM	436106108
EMN	Eastman Chemical Co.	3,530	$373K	0.0%	—	—	COM	277432100
KRO	Kronos Worldwide Inc.	16,515	$373K	0.0%	—	—	COM	50105F105
—	RPX Corp	33,965	$363K	0.0%	—	—	COM	74972G103
HIG	Hartford Financial Services	6,950	$358K	0.0%	—	—	COM	416515104
—	Worldpay, Inc.	4,160	$342K	0.0%	—	—	COM	981558109
RIG	Transocean Ltd.	32,940	$326K	0.0%	—	—	COM	H8817H100
KAI	Kadant Inc	2,780	$263K	0.0%	—	—	COM	48282T104
TAP	Molson Coors Brewing Co.	3,400	$256K	0.0%	—	—	COM	60871R209
—	National Oilwell Varco Inc	6,595	$243K	0.0%	—	—	COM	637071101
APEI	American Public Education	5,000	$215K	0.0%	—	—	COM	02913V103