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
Estimated average burden
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
3M Company COM 88579Y101 26,380 125,194 SH   SOLE   124,044 0 1,150
ABIOMED, Inc. COM 003654100 1,853 4,120 SH   SOLE   2,170 0 1,950
AGNC Investment Corp COM 00123Q104 218 11,678 SH   SOLE   3,978 0 7,700
ANSYS, Inc. COM 03662Q105 1,665 8,917 SH   SOLE   4,467 0 4,450
ARRIS International PLC COM G0551A103 561 21,600 SH   SOLE   16,000 0 5,600
AT&T Inc. COM 00206R102 9,417 280,425 SH   SOLE   187,245 0 93,180
AbbVie Inc. COM 00287Y109 1,762 18,632 SH   SOLE   12,532 0 6,100
Abbott Laboratories COM 002824100 5,052 68,871 SH   SOLE   54,005 0 14,866
Accenture PLC COM G1151C101 664 3,901 SH   SOLE   2,851 0 1,050
Activision Blizzard Inc. COM 00507V109 4,736 56,935 SH   SOLE   43,085 0 13,850
Acxiom Corporation COM 005125109 292 5,900 SH   SOLE   5,900 0 0
Adient PLC COM G0084W101 219 5,581 SH   SOLE   4,081 0 1,500
Adobe Systems Incorporated COM 00724F101 6,282 23,270 SH   SOLE   15,725 0 7,545
Advance Auto Parts, Inc. COM 00751Y106 1,354 8,043 SH   SOLE   3,893 0 4,150
Advanced Micro Devices, Inc. COM 007903107 2,960 95,810 SH   SOLE   45,610 0 50,200
Aetna Inc. COM 00817Y108 2,496 12,304 SH   SOLE   8,475 0 3,829
Affiliated Managers Group, Inc COM 008252108 773 5,657 SH   SOLE   3,207 0 2,450
Agilent Technologies Inc. COM 00846U101 1,821 25,810 SH   SOLE   14,510 0 11,300
Air Products & Chemicals, Inc. COM 009158106 2,579 15,437 SH   SOLE   10,862 0 4,575
Alexandria Real Estate Equitie COM 015271109 710 5,641 SH   SOLE   2,991 0 2,650
Align Technology, Inc. COM 016255101 3,157 8,070 SH   SOLE   4,420 0 3,650
Alleghany Corporation COM 017175100 1,142 1,750 SH   SOLE   1,300 0 450
Allergan PLC COM G0177J108 3,594 18,870 SH   SOLE   12,695 0 6,175
Alliance Data Systems Corporat COM 018581108 1,326 5,613 SH   SOLE   2,763 0 2,850
Alliant Energy Corporation COM 018802108 572 13,446 SH   SOLE   6,946 0 6,500
Allison Transmission Holdings COM 01973R101 356 6,850 SH   SOLE   2,150 0 4,700
Alphabet Inc. Class A COM 02079K305 35,017 29,010 SH   SOLE   21,042 0 7,968
Alphabet Inc. Class C COM 02079K107 23,447 19,646 SH   SOLE   19,639 0 7
Altria Group, Inc. COM 02209S103 843 13,986 SH   SOLE   9,756 0 4,230
Amazon.com, Inc. COM 023135106 33,909 16,929 SH   SOLE   11,484 0 5,445
Ameren Corporation COM 023608102 889 14,063 SH   SOLE   7,163 0 6,900
American Campus Communities, I COM 024835100 354 8,609 SH   SOLE   6,409 0 2,200
American Eagle Outfitters COM 02553E106 325 13,100 SH   SOLE   13,100 0 0
American Electric Power Compan COM 025537101 1,327 18,728 SH   SOLE   12,528 0 6,200
American Express Company COM 025816109 5,296 49,730 SH   SOLE   32,580 0 17,150
American Financial Group COM 025932104 687 6,195 SH   SOLE   3,895 0 2,300
American International Group, COM 026874784 1,838 34,520 SH   SOLE   22,370 0 12,150
American Tower REIT COM 03027X100 2,498 17,190 SH   SOLE   11,675 0 5,515
American Water Works Co., Inc. COM 030420103 866 9,843 SH   SOLE   5,343 0 4,500
Ameriprise Financial, Inc. COM 03076C106 1,968 13,327 SH   SOLE   7,077 0 6,250
AmerisourceBergen Corp. COM 03073E105 1,864 20,215 SH   SOLE   9,815 0 10,400
Ametek, Inc. COM 031100100 1,769 22,360 SH   SOLE   12,060 0 10,300
Amgen, Inc. COM 031162100 35,535 171,426 SH   SOLE   169,326 0 2,100
Anadarko Petroleum Corporation COM 032511107 2,709 40,190 SH   SOLE   26,340 0 13,850
Analog Devices, Inc. COM 032654105 1,107 11,970 SH   SOLE   11,970 0 0
Andeavor COM 03349M105 1,232 8,025 SH   SOLE   4,125 0 3,900
Annaly Capital Management, Inc COM 035710409 319 31,178 SH   SOLE   10,778 0 20,400
Anthem Inc. COM 036752103 2,499 9,120 SH   SOLE   6,645 0 2,475
Aon Plc COM G0408V102 3,137 20,401 SH   SOLE   13,051 0 7,350
Apartment Investment and Manag COM 03748R101 374 8,481 SH   SOLE   4,581 0 3,900
Apergy Corp COM 03755L104 211 4,834 SH   SOLE   3,634 0 1,200
Apple Inc. COM 037833100 63,574 281,626 SH   SOLE   220,144 0 61,482
Applied Materials, Inc. COM 038222105 2,540 65,725 SH   SOLE   44,225 0 21,500
AptarGroup, Inc. COM 038336103 426 3,950 SH   SOLE   2,950 0 1,000
Aqua America, Inc. COM 03836W103 410 11,123 SH   SOLE   8,323 0 2,800
Arch Capital Group Ltd. COM G0450A105 289 9,700 SH   SOLE   3,200 0 6,500
Archer Daniels Midland Company COM 039483102 3,022 60,110 SH   SOLE   32,310 0 27,800
Arconic Inc. COM 03965L100 546 24,810 SH   SOLE   12,710 0 12,100
Arthur J. Gallagher & Co. COM 363576109 1,346 18,085 SH   SOLE   9,385 0 8,700
Artista Networks Inc. COM 040413106 1,465 5,510 SH   SOLE   2,860 0 2,650
Ashland Global Holdings Inc. COM 044186104 662 7,890 SH   SOLE   5,890 0 2,000
Aspen Insurance Holdings Limit COM G05384105 250 5,990 SH   SOLE   5,090 0 900
Aspen Technology, Inc. COM 045327103 259 2,275 SH   SOLE   725 0 1,550
Associated Banc-Corp COM 045487105 558 21,480 SH   SOLE   16,080 0 5,400
Assurant, Inc. COM 04621X108 651 6,031 SH   SOLE   3,131 0 2,900
Atlassian Corp. Plc COM G06242104 273 2,840 SH   SOLE   840 0 2,000
Atmos Energy Corporation COM 049560105 640 6,810 SH   SOLE   5,110 0 1,700
AutoNation, Inc. COM 05329W102 204 4,900 SH   SOLE   3,100 0 1,800
AutoZone, Inc. COM 053332102 2,201 2,838 SH   SOLE   1,288 0 1,550
Autodesk, Inc. COM 052769106 40,325 258,309 SH   SOLE   247,559 0 10,750
Automatic Data Processing COM 053015103 5,217 34,625 SH   SOLE   23,500 0 11,125
AvalonBay Communities COM 053484101 1,367 7,544 SH   SOLE   4,044 0 3,500
Avery Dennison Corporation COM 053611109 1,096 10,112 SH   SOLE   5,262 0 4,850
Axis Capital Holdings Limited COM G0692U109 233 4,045 SH   SOLE   1,345 0 2,700
BGC Partners, Inc. COM 05541T101 157 13,250 SH   SOLE   4,550 0 8,700
BWX Techonologies COM 05605H100 383 6,130 SH   SOLE   1,830 0 4,300
Bank of America Corporation COM 060505104 11,323 384,345 SH   SOLE   278,832 0 105,513
Baxter International Inc. COM 071813109 2,361 30,630 SH   SOLE   21,510 0 9,120
Bemis Company, Inc. COM 081437105 277 5,700 SH   SOLE   4,300 0 1,400
Berkshire Hathaway Inc. COM 084670702 16,444 76,803 SH   SOLE   50,428 0 26,375
Berry Plastics Group Inc. COM 08579W103 351 7,250 SH   SOLE   2,250 0 5,000
Bio-Rad Laboratories, Inc. COM 090572207 814 2,600 SH   SOLE   1,900 0 700
Bio-Techne Corp COM 09073M104 245 1,200 SH   SOLE   400 0 800
Biogen Idec Inc. COM 09062X103 17,420 49,305 SH   SOLE   44,855 0 4,450
Black Knight Inc. COM 09215C105 229 4,403 SH   SOLE   1,303 0 3,100
BlackRock, Inc. COM 09247X101 3,398 7,210 SH   SOLE   5,260 0 1,950
Bluebird Bio, Inc. COM 09609G100 234 1,600 SH   SOLE   500 0 1,100
Booz Allen Hamilton Hldg COM 099502106 392 7,890 SH   SOLE   2,690 0 5,200
BorgWarner Inc. COM 099724106 462 10,800 SH   SOLE   5,800 0 5,000
Boston Properties, Inc. COM 101121101 1,041 8,454 SH   SOLE   4,504 0 3,950
Boston Scientific Corp. COM 101137107 3,058 79,425 SH   SOLE   54,675 0 24,750
Boyd Gaming Corporation COM 103304101 213 6,300 SH   SOLE   6,300 0 0
Bright Horizons Family Soltn COM 109194100 380 3,225 SH   SOLE   1,075 0 2,150
Brighthouse Financial Inc. COM 10922N103 294 6,644 SH   SOLE   3,328 0 3,316
Bristol Myers Squibb Co. COM 110122108 5,134 82,694 SH   SOLE   54,194 0 28,500
Broadcom Ltd. COM 11135F101 3,883 15,738 SH   SOLE   11,264 0 4,474
Broadridge Financial Solutions COM 11133T103 1,804 13,673 SH   SOLE   7,123 0 6,550
Brown & Brown, Inc. COM 115236101 835 28,250 SH   SOLE   21,650 0 6,600
Brunswick Corporation COM 117043109 743 11,080 SH   SOLE   8,180 0 2,900
Bunge Limited COM G16962105 440 6,400 SH   SOLE   2,300 0 4,100
Burlington Stores, Inc. COM 122017106 684 4,200 SH   SOLE   1,300 0 2,900
CA, Inc. COM 12673P105 783 17,740 SH   SOLE   8,940 0 8,800
CBOE Holdings Inc COM 12503M108 1,167 12,161 SH   SOLE   6,161 0 6,000
CBRE Group Inc. COM 12504L109 1,491 33,800 SH   SOLE   18,200 0 15,600
CBS Corporation COM 124857202 2,016 35,090 SH   SOLE   16,690 0 18,400
CDK Global Inc. COM 12508E101 807 12,900 SH   SOLE   7,400 0 5,500
CDW Corp. COM 12514G108 831 9,350 SH   SOLE   2,850 0 6,500
CIGNA Corporation COM 125509109 1,763 8,465 SH   SOLE   6,285 0 2,180
CME Group COM 12572Q105 35,500 208,565 SH   SOLE   208,542 0 23
CMS Energy Corporation COM 125896100 792 16,158 SH   SOLE   8,258 0 7,900
CNO Financial Group COM 12621E103 269 12,700 SH   SOLE   12,700 0 0
CNX Resources Corp. COM 12653C108 386 27,000 SH   SOLE   20,200 0 6,800
CVS Caremark Corporation COM 126650100 3,078 39,105 SH   SOLE   26,055 0 13,050
Cable One Inc. COM 12685J105 221 250 SH   SOLE   200 0 50
Cabot Corporation COM 127055101 482 7,690 SH   SOLE   5,790 0 1,900
Cadence Design Systems COM 127387108 1,500 33,100 SH   SOLE   17,300 0 15,800
Caesars Entertainment Corp. COM 127686103 148 14,400 SH   SOLE   4,900 0 9,500
Camden Property Trust COM 133131102 532 5,688 SH   SOLE   4,288 0 1,400
Cantel Medical Corp. COM 138098108 481 5,225 SH   SOLE   3,625 0 1,600
Capital One Financial Corp. COM 14040H105 3,063 32,270 SH   SOLE   21,875 0 10,395
Cardinal Health, Inc. COM 14149Y108 969 17,940 SH   SOLE   9,240 0 8,700
Carter's Inc. COM 146229109 646 6,550 SH   SOLE   4,500 0 2,050
Catalent Inc. COM 148806102 850 18,650 SH   SOLE   13,650 0 5,000
Caterpillar Inc. COM 149123101 39,617 259,798 SH   SOLE   245,252 0 14,546
Cathay General Bancorp COM 149150104 247 5,950 SH   SOLE   5,950 0 0
Celanese Corporation COM 150870103 895 7,850 SH   SOLE   2,500 0 5,350
Celgene Corporation COM 151020104 2,483 27,750 SH   SOLE   18,900 0 8,850
Centene Corporation COM 15135B101 1,694 11,702 SH   SOLE   6,202 0 5,500
CenterPoint Energy, Inc. COM 15189T107 741 26,786 SH   SOLE   13,286 0 13,500
Cerner Corporation COM 156782104 1,839 28,550 SH   SOLE   15,250 0 13,300
Charles River Laboratories COM 159864107 873 6,492 SH   SOLE   4,592 0 1,900
Chemed Corporation COM 16359R103 663 2,075 SH   SOLE   1,425 0 650
Cheniere Energy, Inc. COM 16411R208 472 6,789 SH   SOLE   2,189 0 4,600
Chesapeake Energy Corporation COM 165167107 416 92,700 SH   SOLE   78,200 0 14,500
Chevron Corporation COM 166764100 9,043 73,954 SH   SOLE   49,367 0 24,587
Chipotle Mexican Grill COM 169656105 1,352 2,975 SH   SOLE   1,425 0 1,550
Ciena Corporation COM 171779309 344 11,000 SH   SOLE   11,000 0 0
Cimarex Energy Co. COM 171798101 996 10,720 SH   SOLE   5,620 0 5,100
Cisco Systems, Inc. COM 17275R102 11,101 228,172 SH   SOLE   160,722 0 67,450
Citigroup Inc. COM 172967424 8,532 118,930 SH   SOLE   81,450 0 37,480
Citizens Financial Inc. COM 174610105 1,848 47,915 SH   SOLE   24,415 0 23,500
CoStar Group, Inc. COM 22160N109 923 2,193 SH   SOLE   693 0 1,500
Cognex Corporation COM 192422103 318 5,700 SH   SOLE   2,100 0 3,600
Coherent, Inc. COM 192479103 560 3,250 SH   SOLE   2,300 0 950
Colgate-Palmolive Company COM 194162103 23,159 345,909 SH   SOLE   345,844 0 65
Colony Capital Inc. COM 19626G108 73 12,021 SH   SOLE   4,221 0 7,800
Comcast Corp. Cl. A COM 20030N101 5,759 162,634 SH   SOLE   117,384 0 45,250
Comerica Incorporated COM 200340107 874 9,695 SH   SOLE   5,195 0 4,500
CommVault Systems, Inc. COM 204166102 210 3,000 SH   SOLE   3,000 0 0
Concho Resources Inc. COM 20605P101 1,764 11,550 SH   SOLE   5,912 0 5,638
ConocoPhillips COM 20825C104 4,889 63,170 SH   SOLE   43,070 0 20,100
Consolidated Edison, Inc. COM 209115104 1,355 17,778 SH   SOLE   9,078 0 8,700
Copart, Inc. COM 217204106 1,232 23,900 SH   SOLE   12,500 0 11,400
CoreLogic Inc. COM 21871D103 532 10,770 SH   SOLE   7,570 0 3,200
Coresite Realty Corp COM 21870Q105 283 2,550 SH   SOLE   1,750 0 800
Costco Wholesale Corporation COM 22160K105 817 3,477 SH   SOLE   1,677 0 1,800
Cousins Properties Incorporate COM 222795106 144 16,200 SH   SOLE   16,200 0 0
Crane Co. COM 224399105 615 6,250 SH   SOLE   4,750 0 1,500
Crown Castle International Cor COM 22822V101 1,820 16,345 SH   SOLE   10,920 0 5,425
Cummins Inc. COM 231021106 2,664 18,240 SH   SOLE   9,040 0 9,200
Curtiss-Wright Corp. COM 231561101 378 2,750 SH   SOLE   2,050 0 700
Cypress Semiconductor Corporat COM 232806109 706 48,750 SH   SOLE   34,450 0 14,300
Cyrusone Inc COM 23283R100 409 6,450 SH   SOLE   4,850 0 1,600
D.R. Horton, Inc. COM 23331A109 809 19,190 SH   SOLE   10,390 0 8,800
DENTSPLY SIRONA Inc. COM 24906P109 483 12,790 SH   SOLE   6,590 0 6,200
DTE Energy Company COM 233331107 1,138 10,428 SH   SOLE   5,328 0 5,100
DXC Technology Company COM 23355L106 1,435 15,349 SH   SOLE   8,304 0 7,045
DaVita HealthCare Partners Inc COM 23918K108 578 8,070 SH   SOLE   3,870 0 4,200
Dana Holding Corporation COM 235825205 209 11,200 SH   SOLE   11,200 0 0
Danaher Corporation COM 235851102 5,076 46,715 SH   SOLE   31,665 0 15,050
Deere & Company COM 244199105 3,689 24,540 SH   SOLE   15,265 0 9,275
Dell Technologies Inc. COM 24703L103 489 5,034 SH   SOLE   1,734 0 3,300
Delta Air Lines, Inc. COM 247361702 2,793 48,290 SH   SOLE   32,090 0 16,200
Devon Energy Corporation COM 25179M103 2,256 56,485 SH   SOLE   28,485 0 28,000
Diamondback Energy Inc. COM 25278X109 351 2,600 SH   SOLE   850 0 1,750
Dick's Sporting Goods, Inc. COM 253393102 275 7,750 SH   SOLE   6,550 0 1,200
Digital Realty Trust, Inc. COM 253868103 1,239 11,015 SH   SOLE   6,015 0 5,000
Discover Financial Services COM 254709108 3,169 41,450 SH   SOLE   20,650 0 20,800
Discovery Communications - Ser COM 25470F302 1,509 51,006 SH   SOLE   26,467 0 24,539
Dolby Laboratories, Inc. COM 25659T107 211 3,020 SH   SOLE   1,020 0 2,000
Dollar Tree Inc. COM 256746108 1,993 24,434 SH   SOLE   13,934 0 10,500
Dominion Resources, Inc. COM 25746U109 1,653 23,526 SH   SOLE   16,626 0 6,900
Domino's Pizza Inc. COM 25754A201 1,187 4,025 SH   SOLE   3,525 0 500
Domtar Corporation COM 257559203 329 6,300 SH   SOLE   5,300 0 1,000
Douglas Emmett, Inc. COM 25960P109 383 10,146 SH   SOLE   7,546 0 2,600
Dover Corporation COM 260003108 714 8,065 SH   SOLE   4,415 0 3,650
DowDuPont Inc. COM 26078J100 5,722 88,974 SH   SOLE   59,381 0 29,593
Duke Energy Corporation COM 26441C204 2,190 27,371 SH   SOLE   18,323 0 9,048
Duke Realty Corporation COM 264411505 580 20,449 SH   SOLE   10,449 0 10,000
ETRADE Financial Corporation COM 269246401 1,462 27,900 SH   SOLE   15,700 0 12,200
EMCOR Group, Inc. COM 29084Q100 338 4,500 SH   SOLE   4,500 0 0
EPAM Systems Inc COM 29414B104 213 1,550 SH   SOLE   450 0 1,100
EPR Properties COM 26884U109 321 4,685 SH   SOLE   3,485 0 1,200
EQT Corp COM 26884L109 659 14,908 SH   SOLE   7,558 0 7,350
EXACT Sciences Corp. COM 30063P105 304 3,850 SH   SOLE   1,250 0 2,600
Eagle Materials, Inc. COM 26969P108 288 3,375 SH   SOLE   2,325 0 1,050
East West Bancorp, Inc. COM 27579R104 1,104 18,290 SH   SOLE   13,590 0 4,700
Eastman Chemical Company COM 277432100 1,509 15,765 SH   SOLE   7,965 0 7,800
Eaton Vance Corp. COM 278265103 833 15,850 SH   SOLE   11,150 0 4,700
Edison International COM 281020107 1,249 18,460 SH   SOLE   9,460 0 9,000
Edwards Lifesciences Corp COM 28176E108 3,576 20,538 SH   SOLE   11,288 0 9,250
Electronic Arts Inc. COM 285512109 2,693 22,350 SH   SOLE   15,025 0 7,325
Eli Lilly & Co. COM 532457108 400 3,725 SH   SOLE   2,825 0 900
Emerson Electric Co. COM 291011104 3,270 42,700 SH   SOLE   26,900 0 15,800
Encompass Health Corp. COM 29261A100 990 12,700 SH   SOLE   8,500 0 4,200
EnerSys COM 29275Y102 292 3,350 SH   SOLE   3,350 0 0
Energen Corporation COM 29265N108 452 5,250 SH   SOLE   3,850 0 1,400
Energizer Holdings, Inc. COM 29272W109 225 3,840 SH   SOLE   2,740 0 1,100
Ensco Plc COM G3157S106 143 16,900 SH   SOLE   16,900 0 0
Entergy Corporation COM 29364G103 838 10,331 SH   SOLE   5,231 0 5,100
Envision Healthcare Corp. COM 29414D100 656 14,340 SH   SOLE   7,240 0 7,100
Equifax Inc. COM 294429105 1,779 13,627 SH   SOLE   7,327 0 6,300
Equinix, Inc. COM 29444U700 1,323 3,057 SH   SOLE   2,089 0 968
Equity Lifestyle Properties, I COM 29472R108 249 2,582 SH   SOLE   782 0 1,800
Equity Residential COM 29476L107 1,378 20,804 SH   SOLE   10,704 0 10,100
Essex Property Trust, Inc. COM 297178105 888 3,601 SH   SOLE   1,951 0 1,650
Evercore Partners Inc. COM 29977A105 568 5,650 SH   SOLE   3,900 0 1,750
Everest Re Group, Ltd. COM G3223R108 1,013 4,435 SH   SOLE   2,285 0 2,150
Evergy Inc. COM 30034W106 860 15,660 SH   SOLE   8,060 0 7,600
Eversource Energy COM 30040W108 1,120 18,231 SH   SOLE   9,331 0 8,900
Exelixis, Inc. COM 30161Q104 204 11,500 SH   SOLE   11,500 0 0
Exelon Corporation COM 30161N101 1,626 37,244 SH   SOLE   24,891 0 12,353
Express Scripts Holdings Co. COM 30219G108 2,088 21,980 SH   SOLE   14,530 0 7,450
Extra Space Storage Inc COM 30225T102 616 7,109 SH   SOLE   3,809 0 3,300
Exxon Mobil Corporation COM 30231G102 13,904 163,534 SH   SOLE   109,168 0 54,366
F5 Networks, Inc. COM 315616102 748 3,750 SH   SOLE   1,900 0 1,850
FLIR Systems, Inc. COM 302445101 897 14,590 SH   SOLE   7,990 0 6,600
FMC Corporation COM 302491303 631 7,240 SH   SOLE   3,940 0 3,300
Facebook, Inc. COM 30303M102 17,538 106,642 SH   SOLE   74,042 0 32,600
Fair Isaac Corporation COM 303250104 903 3,950 SH   SOLE   2,700 0 1,250
FedEx Corporation COM 31428X106 4,272 17,742 SH   SOLE   10,942 0 6,800
Federal Realty Inv. Trust COM 313747206 496 3,919 SH   SOLE   2,119 0 1,800
Fidelity National Information COM 31620M106 3,242 29,727 SH   SOLE   16,777 0 12,950
Fifth Third Bancorp COM 316773100 1,088 38,986 SH   SOLE   19,986 0 19,000
First American Financial Corp. COM 31847R102 704 13,650 SH   SOLE   10,350 0 3,300
First Data Corp COM 32008D106 414 16,900 SH   SOLE   5,100 0 11,800
First Horizon National Corpora COM 320517105 350 20,300 SH   SOLE   15,100 0 5,200
First Solar, Inc. COM 336433107 484 10,000 SH   SOLE   7,400 0 2,600
FirstEnergy Corp. COM 337932107 995 26,765 SH   SOLE   14,232 0 12,533
Fiserv, Inc. COM 337738108 3,567 43,300 SH   SOLE   24,000 0 19,300
Five Below Inc. COM 33829M101 566 4,350 SH   SOLE   4,350 0 0
Fleetcor Technologies Inc COM 339041105 1,188 5,213 SH   SOLE   2,763 0 2,450
Foot Locker, Inc. COM 344849104 666 13,065 SH   SOLE   6,865 0 6,200
Ford Motor Company COM 345370860 1,358 146,760 SH   SOLE   96,810 0 49,950
Fortinet Inc COM 34959E109 1,595 17,290 SH   SOLE   11,890 0 5,400
Fortive Corporation COM 34959J108 1,526 18,120 SH   SOLE   9,320 0 8,800
Fortune Brands Home & Security COM 34964C106 819 15,650 SH   SOLE   8,650 0 7,000
Freeport-McMoRan Copper & Gold COM 35671D857 2,247 161,430 SH   SOLE   81,530 0 79,900
Fulton Financial Corp. COM 360271100 226 13,600 SH   SOLE   13,600 0 0
General Dynamics Corporation COM 369550108 4,361 21,303 SH   SOLE   14,428 0 6,875
General Electric Company COM 369604103 6,621 586,476 SH   SOLE   394,726 0 191,750
General Mills, Inc. COM 370334104 10,994 256,140 SH   SOLE   256,140 0 0
General Motors Corporation COM 37045V100 1,701 50,530 SH   SOLE   33,680 0 16,850
Genuine Parts Company COM 372460105 842 8,470 SH   SOLE   4,370 0 4,100
Genworth Financial, Inc. COM 37247D106 79 19,050 SH   SOLE   19,050 0 0
Gilead Sciences, Inc. COM 375558103 5,487 71,070 SH   SOLE   45,920 0 25,150
Globus Medical Inc. COM 379577208 312 5,500 SH   SOLE   5,500 0 0
GoDaddy Inc. COM 380237107 748 8,970 SH   SOLE   2,870 0 6,100
Goldman Sachs Group, Inc. COM 38141G104 5,234 23,341 SH   SOLE   15,416 0 7,925
Graham Holdings Company COM 384637104 235 406 SH   SOLE   356 0 50
Grubhub Inc. COM 400110102 388 2,800 SH   SOLE   850 0 1,950
Gulfport Energy Corporation COM 402635304 127 12,200 SH   SOLE   12,200 0 0
HCA Holdings Inc. COM 40412C101 1,519 10,920 SH   SOLE   7,195 0 3,725
HCP Inc. COM 40414L109 704 26,751 SH   SOLE   13,651 0 13,100
HD Supply Holdings, Inc. COM 40416M105 360 8,410 SH   SOLE   3,210 0 5,200
HEICO Corporation Cl. A COM 422806208 568 7,521 SH   SOLE   2,246 0 5,275
HP Inc. COM 40434L105 1,584 61,465 SH   SOLE   41,115 0 20,350
Haemonetics Corporation COM 405024100 229 2,000 SH   SOLE   2,000 0 0
Halliburton Company COM 406216101 1,615 39,845 SH   SOLE   23,595 0 16,250
Hancock Whitney Corp. COM 410120109 316 6,650 SH   SOLE   6,650 0 0
Harris Corporation COM 413875105 2,362 13,957 SH   SOLE   7,207 0 6,750
Hartford Financial Services COM 416515104 1,825 36,535 SH   SOLE   18,535 0 18,000
Hawaiian Electric Industries, COM 419870100 242 6,796 SH   SOLE   5,096 0 1,700
Hewlett Packard Enterprise COM 42824C109 946 58,020 SH   SOLE   38,820 0 19,200
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Hill-Rom Holdings Inc. COM 431475102 846 8,967 SH   SOLE   6,367 0 2,600
Hilton Worldwide Holdings Inc COM 43300A203 1,427 17,670 SH   SOLE   8,770 0 8,900
HollyFrontier Corp. COM 436106108 664 9,495 SH   SOLE   4,995 0 4,500
Honeywell International Inc. COM 438516106 4,560 27,402 SH   SOLE   19,577 0 7,825
Hospitality Properties Trust COM 44106M102 295 10,220 SH   SOLE   7,620 0 2,600
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Hubbell Incorporated COM 443510607 494 3,700 SH   SOLE   2,600 0 1,100
Humana Inc. COM 444859102 2,072 6,120 SH   SOLE   3,645 0 2,475
Huntington Ingalls Industries COM 446413106 1,236 4,825 SH   SOLE   2,475 0 2,350
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ICU Medical, Incorporated COM 44930G107 643 2,275 SH   SOLE   1,575 0 700
IDEX Corporation COM 45167R104 463 3,075 SH   SOLE   1,425 0 1,650
IDEXX Laboratories, Inc. COM 45168D104 1,977 7,918 SH   SOLE   4,168 0 3,750
IHS Markit Ltd. COM G47567105 2,198 40,725 SH   SOLE   21,125 0 19,600
IPG Photonics Corporation COM 44980X109 652 4,175 SH   SOLE   2,175 0 2,000
IQVIA Holdings Inc. COM 46266C105 2,160 16,645 SH   SOLE   9,395 0 7,250
ITT Inc. COM 45073V108 335 5,470 SH   SOLE   4,070 0 1,400
Illinois Tool Works Inc. COM 452308109 3,447 24,425 SH   SOLE   16,450 0 7,975
Incyte Corporation COM 45337C102 1,323 19,150 SH   SOLE   10,250 0 8,900
Ingersoll-Rand Company PLC COM G47791101 2,968 29,015 SH   SOLE   14,865 0 14,150
Ingredion Inc COM 457187102 475 4,525 SH   SOLE   3,375 0 1,150
Integra LifeSciences Holdings COM 457985208 642 9,750 SH   SOLE   6,850 0 2,900
Integrated Device Technology, COM 458118106 235 5,000 SH   SOLE   5,000 0 0
Intel Corporation COM 458140100 3,585 75,819 SH   SOLE   56,419 0 19,400
InterDigital, Inc. COM 45867G101 212 2,650 SH   SOLE   2,650 0 0
IntercontinentalExchange Group COM 45866F104 2,821 37,665 SH   SOLE   27,165 0 10,500
International Business Machine COM 459200101 1,651 10,916 SH   SOLE   6,866 0 4,050
International Paper Company COM 460146103 2,048 41,670 SH   SOLE   20,370 0 21,300
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Intuit Inc. COM 461202103 3,368 14,812 SH   SOLE   10,012 0 4,800
Intuitive Surgical, Inc. COM 46120E602 4,032 7,025 SH   SOLE   4,600 0 2,425
Invesco PLC COM G491BT108 1,083 47,320 SH   SOLE   24,420 0 22,900
Iron Mountain Incorporated COM 46284V101 535 15,510 SH   SOLE   8,310 0 7,200
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Jacobs Engineering Group Inc. COM 469814107 1,092 14,270 SH   SOLE   7,270 0 7,000
Jazz Pharmaceuticals, Inc. COM G50871105 303 1,800 SH   SOLE   550 0 1,250
Jefferies Financial Corp. COM 47233W109 719 32,740 SH   SOLE   17,240 0 15,500
JetBlue Airways Corporation COM 477143101 765 39,500 SH   SOLE   29,500 0 10,000
Johnson & Johnson COM 478160104 16,911 122,394 SH   SOLE   84,389 0 38,005
Johnson Controls International COM G51502105 19,342 552,632 SH   SOLE   552,499 0 133
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KBR, Inc. COM 48242W106 230 10,900 SH   SOLE   10,900 0 0
KLA-Tencor Corporation COM 482480100 930 9,146 SH   SOLE   4,796 0 4,350
Kansas City Southern COM 485170302 1,280 11,299 SH   SOLE   6,049 0 5,250
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KeyCorp COM 493267108 2,338 117,551 SH   SOLE   62,251 0 55,300
Keysight Technologies COM 49338L103 1,316 19,860 SH   SOLE   13,860 0 6,000
Kilroy Realty Corporation COM 49427F108 448 6,256 SH   SOLE   4,756 0 1,500
Kimco Realty Corporation COM 49446R109 399 23,851 SH   SOLE   12,451 0 11,400
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L3 Technologies Inc. COM 502413107 1,712 8,050 SH   SOLE   3,900 0 4,150
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LPL Financial Holdings Inc. COM 50212V100 330 5,110 SH   SOLE   1,610 0 3,500
Laboratory Corp. of America COM 50540R409 1,886 10,860 SH   SOLE   5,960 0 4,900
Lamar Advertising Company COM 512816109 441 5,670 SH   SOLE   3,970 0 1,700
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Leidos Holdings Inc. COM 525327102 885 12,800 SH   SOLE   8,200 0 4,600
Liberty Property Trust COM 531172104 388 9,172 SH   SOLE   6,872 0 2,300
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Lincoln Electric Holdings, Inc COM 533900106 818 8,750 SH   SOLE   6,250 0 2,500
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Livanova Plc COM G5509L101 236 1,900 SH   SOLE   1,900 0 0
Lockheed Martin Corporation COM 539830109 6,839 19,768 SH   SOLE   12,743 0 7,025
LogMeIn Inc. COM 54142L109 597 6,700 SH   SOLE   4,700 0 2,000
Louisiana-Pacific Corporation COM 546347105 293 11,050 SH   SOLE   11,050 0 0
Lowe's Companies, Inc. COM 548661107 6,251 54,446 SH   SOLE   35,146 0 19,300
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MFA Financial, Inc. COM 55272X102 78 10,631 SH   SOLE   3,531 0 7,100
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MSA Safety Inc. COM 553498106 287 2,700 SH   SOLE   2,700 0 0
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Macy's, Inc. COM 55616P104 616 17,740 SH   SOLE   9,140 0 8,600
ManpowerGroup Inc. COM 56418H100 688 8,000 SH   SOLE   6,100 0 1,900
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Marathon Petroleum Corp. COM 56585A102 1,404 17,560 SH   SOLE   11,660 0 5,900
Marvell Technology Group Ltd. COM G5876H105 554 28,704 SH   SOLE   9,534 0 19,170
Masco Corporation COM 574599106 1,263 34,509 SH   SOLE   17,509 0 17,000
Masimo Corp. COM 574795100 810 6,500 SH   SOLE   4,550 0 1,950
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Maxim Integrated Products Inc. COM 57772K101 990 17,550 SH   SOLE   5,450 0 12,100
McCormick & Company, Inc. COM 579780206 32,590 247,359 SH   SOLE   247,117 0 242
McDonald's Corporation COM 580135101 7,209 43,091 SH   SOLE   32,441 0 10,650
Medical Properties Trust, Inc. COM 58463J304 340 22,800 SH   SOLE   17,000 0 5,800
Mednax Inc COM 58502B106 541 11,600 SH   SOLE   8,700 0 2,900
Medtronic, Plc COM G5960L103 41,821 425,135 SH   SOLE   402,150 0 22,985
Merck & Co., Inc. COM 58933Y105 39,968 563,399 SH   SOLE   526,780 0 36,619
MetLife, Inc. COM 59156R108 2,996 64,120 SH   SOLE   43,720 0 20,400
Mettler-Toledo International I COM 592688105 1,599 2,625 SH   SOLE   1,300 0 1,325
Michael Kors Holdings Ltd. COM G60754101 1,111 16,200 SH   SOLE   8,900 0 7,300
Micron Technology, Inc. COM 595112103 3,476 76,850 SH   SOLE   53,650 0 23,200
Microsoft Corporation COM 594918104 35,183 307,622 SH   SOLE   210,093 0 97,529
Mid-America Apartment COM 59522J103 647 6,459 SH   SOLE   3,309 0 3,150
Mohawk Industries, Inc. COM 608190104 1,129 6,440 SH   SOLE   3,490 0 2,950
Molson Coors Brewing Company COM 60871R209 1,241 20,185 SH   SOLE   10,185 0 10,000
Mondelez International Cl. A COM 609207105 16,771 390,385 SH   SOLE   352,735 0 37,650
Monolithic Power Systems, Inc. COM 609839105 684 5,450 SH   SOLE   3,800 0 1,650
Monster Beverage Co. COM 61174X109 918 15,750 SH   SOLE   10,700 0 5,050
Morgan Stanley COM 617446448 3,702 79,485 SH   SOLE   54,535 0 24,950
Motorola Solutions Inc. COM 620076307 1,105 8,489 SH   SOLE   4,789 0 3,700
Mylan NV COM N59465109 1,716 46,890 SH   SOLE   23,990 0 22,900
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NRG Energy, Inc. COM 629377508 616 16,467 SH   SOLE   8,867 0 7,600
NVIDIA Corporation COM 67066G104 8,009 28,501 SH   SOLE   19,326 0 9,175
NVR, Inc. COM 62944T105 988 400 SH   SOLE   250 0 150
NXP Semiconductors NV COM N6596X109 315 3,680 SH   SOLE   3,055 0 625
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National Instruments Corp COM 636518102 742 15,350 SH   SOLE   10,850 0 4,500
National Retail Properties, In COM 637417106 445 9,920 SH   SOLE   7,420 0 2,500
Navient Corp COM 63938C108 424 31,435 SH   SOLE   23,035 0 8,400
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NetApp Inc. COM 64110D104 1,318 15,350 SH   SOLE   8,050 0 7,300
Netflix, Inc. COM 64110L106 7,828 20,924 SH   SOLE   14,349 0 6,575
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Newmont Mining Corporation COM 651639106 1,869 61,887 SH   SOLE   31,787 0 30,100
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NextEra Energy Inc. COM 65339F101 2,796 16,680 SH   SOLE   12,080 0 4,600
NiSource Inc. COM 65473P105 515 20,660 SH   SOLE   10,460 0 10,200
Nordson Corporation COM 655663102 236 1,700 SH   SOLE   500 0 1,200
Northern Trust Corporation COM 665859104 2,516 24,640 SH   SOLE   13,140 0 11,500
Northrop Grumman Corporation COM 666807102 4,463 14,062 SH   SOLE   9,152 0 4,910
Norwegian Cruise Line Hldgs COM G66721104 1,215 21,150 SH   SOLE   12,050 0 9,100
Nu Skin Enterprises, Inc. COM 67018T105 297 3,600 SH   SOLE   2,600 0 1,000
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O'Reilly Automotive, Inc. COM 67103H107 3,425 9,860 SH   SOLE   4,960 0 4,900
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Oasis Petroleum Inc. COM 674215108 146 10,300 SH   SOLE   10,300 0 0
Occidental Petroleum Corporati COM 674599105 4,025 48,985 SH   SOLE   34,285 0 14,700
Old Republic International Cor COM 680223104 777 34,700 SH   SOLE   26,600 0 8,100
Olin Corporation COM 680665205 508 19,800 SH   SOLE   14,400 0 5,400
Omega Healthcare Investor COM 681936100 414 12,630 SH   SOLE   9,430 0 3,200
Oracle Corporation COM 68389X105 1,577 30,580 SH   SOLE   23,280 0 7,300
Oshkosh Truck Corporation COM 688239201 663 9,300 SH   SOLE   7,000 0 2,300
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PBF Energy Inc COM 69318G106 749 15,000 SH   SOLE   11,200 0 3,800
PG&E Corporation COM 69331C108 1,363 29,629 SH   SOLE   15,129 0 14,500
PNC Financial Services COM 693475105 3,723 27,340 SH   SOLE   18,640 0 8,700
PPL Corporation COM 69351T106 1,176 40,199 SH   SOLE   20,499 0 19,700
PRA Health Sciences Inc. COM 69354M108 430 3,900 SH   SOLE   2,700 0 1,200
PVH Corp COM 693656100 1,276 8,835 SH   SOLE   4,535 0 4,300
PacWest Bancorp COM 695263103 710 14,900 SH   SOLE   11,500 0 3,400
Packaging Corporation of Ameri COM 695156109 1,252 11,412 SH   SOLE   5,812 0 5,600
Palo Alto Networks, Inc. COM 697435105 1,031 4,575 SH   SOLE   1,525 0 3,050
Parker-Hannifin Corporation COM 701094104 2,560 13,920 SH   SOLE   7,720 0 6,200
Parsley Energy COM 701877102 453 15,480 SH   SOLE   4,880 0 10,600
Patterson-UTI Energy, Inc. COM 703481101 475 27,750 SH   SOLE   20,750 0 7,000
PayPal Holdings Inc. COM 70450Y103 4,074 46,375 SH   SOLE   31,475 0 14,900
Paychex, Inc. COM 704326107 1,405 19,070 SH   SOLE   9,570 0 9,500
Pentair PLC COM G7S00T104 405 9,345 SH   SOLE   4,845 0 4,500
PepsiCo, Inc. COM 713448108 30,631 273,976 SH   SOLE   266,340 0 7,636
Pfizer Inc. COM 717081103 9,243 209,738 SH   SOLE   150,338 0 59,400
Philip Morris International COM 718172109 7,321 89,781 SH   SOLE   64,831 0 24,950
Phillips 66 COM 718546104 3,347 29,694 SH   SOLE   20,694 0 9,000
Pinnacle West Capital Corporat COM 723484101 501 6,328 SH   SOLE   3,228 0 3,100
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PolyOne Corporation COM 73179P106 269 6,150 SH   SOLE   6,150 0 0
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Principal Financial Group Inc. COM 74251V102 1,669 28,490 SH   SOLE   14,690 0 13,800
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Prudential Financial, Inc. COM 744320102 2,817 27,805 SH   SOLE   19,630 0 8,175
Public Service Enterprise Grou COM 744573106 1,535 29,086 SH   SOLE   14,886 0 14,200
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QEP Resources Inc. COM 74733V100 273 24,100 SH   SOLE   20,300 0 3,800
QUALCOMM, Inc. COM 747525103 24,728 343,306 SH   SOLE   322,156 0 21,150
Qiagen N.V. COM N72482123 397 10,488 SH   SOLE   3,788 0 6,700
Quanta Services, Inc. COM 74762E102 602 18,030 SH   SOLE   9,030 0 9,000
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RPM International Inc. COM 749685103 562 8,650 SH   SOLE   6,350 0 2,300
Raymond James Financial, Inc. COM 754730109 1,369 14,870 SH   SOLE   7,870 0 7,000
Rayonier Inc. COM 754907103 273 8,074 SH   SOLE   5,974 0 2,100
Raytheon Company COM 755111507 4,941 23,909 SH   SOLE   15,334 0 8,575
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Regency Centers Corporation COM 758849103 597 9,236 SH   SOLE   4,836 0 4,400
Regions Financial Corporation COM 7591EP100 1,993 108,636 SH   SOLE   51,336 0 57,300
Reinsurance Group of America COM 759351604 730 5,050 SH   SOLE   3,500 0 1,550
Reliance Steel & Aluminum COM 759509102 733 8,600 SH   SOLE   6,600 0 2,000
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Republic Services, Inc. COM 760759100 881 12,120 SH   SOLE   6,420 0 5,700
RingCentral, Inc. Class A COM 76680R206 205 2,200 SH   SOLE   700 0 1,500
Rockwell Automation COM 773903109 2,216 11,819 SH   SOLE   5,719 0 6,100
Rockwell Collins, Inc. COM 774341101 1,196 8,513 SH   SOLE   4,813 0 3,700
Ross Stores, Inc. COM 778296103 4,030 40,665 SH   SOLE   21,665 0 19,000
Royal Caribbean Cruises Ltd. COM V7780T103 2,324 17,885 SH   SOLE   9,985 0 7,900
Royal Gold, Inc. COM 780287108 339 4,400 SH   SOLE   3,200 0 1,200
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S&P Global Inc. COM 78409V104 1,949 9,975 SH   SOLE   6,750 0 3,225
SBA Communications Corporation COM 78410G104 1,074 6,688 SH   SOLE   3,538 0 3,150
SCANA Corporation COM 80589M102 319 8,202 SH   SOLE   4,202 0 4,000
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Schlumberger Limited COM 806857108 21,168 347,474 SH   SOLE   347,394 0 80
Science Applications Int'l Cor COM 808625107 266 3,300 SH   SOLE   3,300 0 0
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Sempra Energy COM 816851109 1,787 15,711 SH   SOLE   8,011 0 7,700
Senior Housing Properties Trus COM 81721M109 261 14,845 SH   SOLE   11,145 0 3,700
Servicemaster Global COM 81761R109 481 7,750 SH   SOLE   2,350 0 5,400
Signature Bank COM 82669G104 824 7,175 SH   SOLE   5,275 0 1,900
Signet Jewelers Ltd. COM G81276100 264 4,000 SH   SOLE   4,000 0 0
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Southwest Airlines Co. COM 844741108 2,531 40,535 SH   SOLE   27,035 0 13,500
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Splunk Inc COM 848637104 922 7,625 SH   SOLE   2,475 0 5,150
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Starbucks Corporation COM 855244109 34,574 608,265 SH   SOLE   588,416 0 19,849
State Street Corporation COM 857477103 2,420 28,890 SH   SOLE   19,540 0 9,350
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Symantec Corporation COM 871503108 1,352 63,550 SH   SOLE   32,950 0 30,600
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Synovus Financial Corp. COM 87161C501 346 7,557 SH   SOLE   5,557 0 2,000
T-Mobile US Inc COM 872590104 204 2,900 SH   SOLE   1,600 0 1,300
TCF Financial Corporation COM 872275102 498 20,906 SH   SOLE   15,606 0 5,300
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Tableau Software Inc. COM 87336U105 478 4,280 SH   SOLE   1,330 0 2,950
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Tech Data Corporation COM 878237106 215 3,000 SH   SOLE   3,000 0 0
TechnipFMC PLC COM G87110105 450 14,410 SH   SOLE   9,110 0 5,300
Teledyne Technologies Incorpor COM 879360105 1,048 4,250 SH   SOLE   3,200 0 1,050
Teleflex Incorporated COM 879369106 1,404 5,275 SH   SOLE   3,725 0 1,550
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Textron Inc. COM 883203101 982 13,740 SH   SOLE   6,440 0 7,300
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The Mosaic Company COM 61945C103 1,328 40,900 SH   SOLE   20,900 0 20,000
The Procter & Gamble Company COM 742718109 7,539 90,575 SH   SOLE   63,975 0 26,600
The Progressive Corporation COM 743315103 1,623 22,850 SH   SOLE   15,500 0 7,350
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The Travelers Companies, Inc. COM 89417E109 1,388 10,702 SH   SOLE   6,977 0 3,725
The Walt Disney Company COM 254687106 39,606 338,690 SH   SOLE   317,573 0 21,117
The Wendy's Co COM 95058W100 222 12,950 SH   SOLE   8,950 0 4,000
Thermo Fisher Scientific Inc. COM 883556102 305 1,250 SH   SOLE   950 0 300
Thor Industries, Inc. COM 885160101 586 7,000 SH   SOLE   4,900 0 2,100
Tiffany & Co. COM 886547108 1,640 12,720 SH   SOLE   6,470 0 6,250
Toll Brothers, Inc. COM 889478103 604 18,300 SH   SOLE   13,100 0 5,200
Torchmark Corporation COM 891027104 990 11,420 SH   SOLE   6,020 0 5,400
Total System Services COM 891906109 1,004 10,165 SH   SOLE   5,165 0 5,000
Tractor Supply Company COM 892356106 1,388 15,270 SH   SOLE   7,570 0 7,700
Transunion COM 89400J107 414 5,630 SH   SOLE   1,730 0 3,900
Trimble Navigation Limited COM 896239100 908 20,900 SH   SOLE   13,700 0 7,200
Trinity Industries, Inc. COM 896522109 678 18,500 SH   SOLE   13,800 0 4,700
TripAdvisor Inc. COM 896945201 340 6,650 SH   SOLE   3,250 0 3,400
Twenty-First Century Fox Inc. COM 90130A101 2,738 59,088 SH   SOLE   39,438 0 19,650
Twitter, Inc. COM 90184L102 2,148 75,480 SH   SOLE   42,180 0 33,300
Tyler Technologies, Inc. COM 902252105 662 2,700 SH   SOLE   1,900 0 800
U.S. Bancorp COM 902973304 5,353 101,362 SH   SOLE   66,812 0 34,550
UDR, Inc. COM 902653104 574 14,205 SH   SOLE   7,905 0 6,300
UGI Corporation COM 902681105 611 11,006 SH   SOLE   8,206 0 2,800
Ulta Salon, Cosmetics & Fragra COM 90384S303 1,745 6,186 SH   SOLE   2,936 0 3,250
Umpqua Holdings Corporation COM 904214103 575 27,650 SH   SOLE   20,750 0 6,900
Union Pacific Corporation COM 907818108 997 6,122 SH   SOLE   4,322 0 1,800
United Rentals, Inc. COM 911363109 1,595 9,750 SH   SOLE   5,100 0 4,650
United States Steel Corporatio COM 912909108 683 22,400 SH   SOLE   16,700 0 5,700
United Technologies Corporatio COM 913017109 610 4,360 SH   SOLE   2,760 0 1,600
UnitedHealth Group Inc. COM 91324P102 12,284 46,175 SH   SOLE   30,825 0 15,350
Uniti Group Inc. COM 91325V108 217 10,790 SH   SOLE   8,190 0 2,600
Unum Group COM 91529Y106 895 22,910 SH   SOLE   12,310 0 10,600
VEREIT Inc. COM 92339V100 171 23,580 SH   SOLE   8,180 0 15,400
Vail Resorts, Inc. COM 91879Q109 692 2,522 SH   SOLE   772 0 1,750
Valero Energy Corporation COM 91913Y100 1,875 16,485 SH   SOLE   11,010 0 5,475
Valley National Bancorp COM 919794107 144 12,800 SH   SOLE   12,800 0 0
Valmont Industries, Inc. COM 920253101 319 2,300 SH   SOLE   1,950 0 350
Valvoline Inc. COM 92047W101 264 12,262 SH   SOLE   9,162 0 3,100
Varian Medical Systems, Inc. COM 92220P105 31,474 281,196 SH   SOLE   281,153 0 43
Vectren Corporation COM 92240G101 371 5,190 SH   SOLE   3,890 0 1,300
Veeva Systems, Inc. Class A COM 922475108 414 3,800 SH   SOLE   1,200 0 2,600
Ventas, Inc. COM 92276F100 1,119 20,577 SH   SOLE   10,577 0 10,000
VeriSign, Inc. COM 92343E102 1,978 12,353 SH   SOLE   6,503 0 5,850
Verizon Communications Inc. COM 92343V104 11,455 214,551 SH   SOLE   144,201 0 70,350
Versum Materials Inc. COM 92532W103 268 7,450 SH   SOLE   5,150 0 2,300
Vertex Pharmaceuticals Incorpo COM 92532F100 3,296 17,100 SH   SOLE   11,525 0 5,575
Viacom, Inc. COM 92553P201 700 20,735 SH   SOLE   10,635 0 10,100
Visa Inc. COM 92826C839 41,139 274,098 SH   SOLE   260,251 0 13,847
Visteon Corp. COM 92839U206 214 2,300 SH   SOLE   2,300 0 0
Vistra Energy Corp. COM 92840M102 248 9,950 SH   SOLE   3,450 0 6,500
Vornado Realty Trust COM 929042109 676 9,254 SH   SOLE   5,154 0 4,100
W.R. Grace & Co. COM 38388F108 279 3,910 SH   SOLE   1,210 0 2,700
WABCO Holdings Inc. COM 92927K102 358 3,035 SH   SOLE   985 0 2,050
WEC Energy Group COM 92939U106 1,146 17,167 SH   SOLE   9,240 0 7,927
WEX Inc. COM 96208T104 1,064 5,300 SH   SOLE   3,550 0 1,750
WPX Energy Inc COM 98212B103 1,004 49,900 SH   SOLE   37,200 0 12,700
Wal-Mart Stores, Inc. COM 931142103 2,036 21,683 SH   SOLE   12,883 0 8,800
Walgreens Boots Alliance Inc. COM 931427108 289 3,960 SH   SOLE   1,860 0 2,100
Waste Management, Inc. COM 94106L109 2,808 31,075 SH   SOLE   21,325 0 9,750
Watsco, Incorporated COM 942622200 370 2,075 SH   SOLE   1,425 0 650
Weingarten Realty Investors COM 948741103 225 7,545 SH   SOLE   5,645 0 1,900
WellCare Health Plans, Inc. COM 94946T106 953 2,975 SH   SOLE   1,475 0 1,500
Wells Fargo & Company COM 949746101 11,026 209,788 SH   SOLE   139,060 0 70,728
Welltower Inc. COM 95040Q104 1,373 21,354 SH   SOLE   10,854 0 10,500
West Pharmaceutical Srvcs COM 955306105 590 4,775 SH   SOLE   3,475 0 1,300
WestRock Company COM 96145D105 786 14,710 SH   SOLE   7,620 0 7,090
Western Digital Corp. COM 958102105 1,997 34,106 SH   SOLE   17,450 0 16,656
Whirlpool Corporation COM 963320106 445 3,747 SH   SOLE   1,897 0 1,850
Williams Companies, Inc. COM 969457100 1,898 69,800 SH   SOLE   35,700 0 34,100
Willis Towers Watson PLC COM G96629103 1,733 12,294 SH   SOLE   6,194 0 6,100
Wintrust Financial Corporation COM 97650W108 590 6,950 SH   SOLE   5,250 0 1,700
Woodward Inc COM 980745103 348 4,300 SH   SOLE   4,300 0 0
Worldpay Inc. COM 981558109 1,230 12,150 SH   SOLE   4,550 0 7,600
Wyndham Destinations COM 98310W108 468 10,800 SH   SOLE   8,600 0 2,200
Wyndham Hotels & Resorts Inc. COM 98311A105 389 7,000 SH   SOLE   4,800 0 2,200
Wynn Resorts, Limited COM 983134107 1,501 11,815 SH   SOLE   6,065 0 5,750
Xcel Energy Inc. COM 98389B100 1,377 29,166 SH   SOLE   14,866 0 14,300
Xerox Corporation COM 984121608 624 23,135 SH   SOLE   11,435 0 11,700
Xilinx, Inc. COM 983919101 2,180 27,195 SH   SOLE   13,195 0 14,000
Xylem Inc. COM 98419M100 807 10,100 SH   SOLE   5,200 0 4,900
Yum China Holdings Inc. COM 98850P109 323 9,200 SH   SOLE   3,100 0 6,100
Yum! Brands, Inc. COM 988498101 2,210 24,310 SH   SOLE   16,610 0 7,700
Zebra Technologies Corp. COM 989207105 1,260 7,125 SH   SOLE   4,825 0 2,300
Zendesk Inc. COM 98936J101 234 3,300 SH   SOLE   1,000 0 2,300
Zillow Group Inc. Cl. C COM 98954M200 228 5,150 SH   SOLE   1,650 0 3,500
Zimmer Biomet Holdings, Inc COM 98956P102 2,691 20,468 SH   SOLE   11,668 0 8,800
Zoetis Inc. COM 98978V103 3,056 33,375 SH   SOLE   22,475 0 10,900
Zynga Inc COM 98986T108 150 37,450 SH   SOLE   12,850 0 24,600
athenahealth, Inc COM 04685W103 337 2,525 SH   SOLE   775 0 1,750
eBay Inc. COM 278642103 1,035 31,350 SH   SOLE   23,750 0 7,600
nVent Electric PLC. COM G6700G107 280 10,300 SH   SOLE   7,700 0 2,600
salesforce.com, inc. COM 79466L302 5,938 37,336 SH   SOLE   25,361 0 11,975