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 CO COMMON 88579Y101 1,389 8,903 SH   SOLE   0 0 8,903
ABBOTT LABS COMMON 002824100 1,550 16,948 SH   SOLE   0 0 16,948
ABBVIE INC COMMON 00287Y109 1,089 11,087 SH   SOLE   0 0 11,087
ACCENTURE PLC IRELAND SHS CLAS COMMON G1151C101 13,576 63,228 SH   SOLE   2,300 0 60,928
ADOBE INC COMMON 00724F101 2,896 6,652 SH   SOLE   0 0 6,652
AIR LEASE CORP CL A COMMON 00912X302 41,171 1,405,626 SH   SOLE   129,219 0 1,276,407
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 2,235 9,256 SH   SOLE   0 0 9,256
AKAMAI TECHNOLOGIES INC COMMON 00971T101 589 5,500 SH   SOLE   0 0 5,500
ALCON INC ORD SHS COMMON H01301128 2,752 48,003 SH   SOLE   3,000 0 45,003
ALIBABA GROUP HOLDING LTD SPON COMMON 01609W102 53,121 246,272 SH   SOLE   34,850 0 211,422
ALPHABET INC CAP STK CL A COMMON 02079K305 34,594 24,395 SH   SOLE   3,367 0 21,028
ALPHABET INC CAP STK CL C COMMON 02079K107 84,849 60,023 SH   SOLE   5,220 0 54,803
AMAZON.COM INC COMMON 023135106 35,414 12,837 SH   SOLE   690 0 12,147
AMERICAN AIRLINES GROUP INC COMMON 02376R102 3,092 236,590 SH   SOLE   0 0 236,590
AMERICAN EXPRESS CO COMMON 025816109 53,966 566,870 SH   SOLE   55,609 0 511,261
AMERICAN TOWER CORP NEW COMMON 03027X100 63,263 244,693 SH   SOLE   28,300 0 216,393
AMGEN INC COMMON 031162100 10,439 44,257 SH   SOLE   300 0 43,957
ANTHRACITE CAP INC COMMON 037023108 0 13,772 SH   SOLE   0 0 13,772
APACHE CORP COMMON 037411105 23,321 1,727,485 SH   SOLE   222,900 0 1,504,585
APPLE INC COMMON 037833100 23,640 64,802 SH   SOLE   0 0 64,802
APTIV PLC SHS COMMON G6095L109 52,162 669,427 SH   SOLE   74,372 0 595,055
AT&T INC COMMON 00206R102 36,223 1,198,246 SH   SOLE   150,170 0 1,048,076
AUTOMATIC DATA PROCESSING INC COMMON 053015103 1,364 9,164 SH   SOLE   0 0 9,164
AUTOZONE INC COMMON 053332102 435 386 SH   SOLE   0 0 386
AVALONBAY COMMUNITIES INC COMMON 053484101 242 1,563 SH   SOLE   0 0 1,563
BANK OF AMERICA CORP COMMON 060505104 55,309 2,328,817 SH   SOLE   172,203 0 2,156,614
BANKUNITED INC COMMON 06652K103 5,742 283,567 SH   SOLE   4,349 0 279,218
BAXTER INTERNATIONAL INC COMMON 071813109 286 3,325 SH   SOLE   0 0 3,325
BECTON DICKINSON & CO COMMON 075887109 585 2,443 SH   SOLE   0 0 2,443
BEIJING ENTRPRS WATER GRP LTD COMMON G0957L109 31 84,000 SH   SOLE   0 0 84,000
BERKSHIRE HATHAWAY INC CL B NE COMMON 084670702 3,285 18,403 SH   SOLE   0 0 18,403
BLACKROCK INC COMMON 09247X101 266 488 SH   SOLE   0 0 488
BLACKSTONE GROUP INC COMMON 09260D107 80,916 1,428,099 SH   SOLE   164,538 0 1,263,561
BOEING CO COMMON 097023105 828 4,515 SH   SOLE   0 0 4,515
BRISTOL MYERS SQUIBB CO COMMON 110122108 108,243 1,840,861 SH   SOLE   139,078 0 1,701,783
BRISTOL MYERS SQUIBB CONTINGEN COMMON 110122157 2,262 631,970 SH   SOLE   65,197 0 566,773
BROADCOM INC COMMON 11135F101 257 813 SH   SOLE   0 0 813
BROADRIDGE FINANCIAL SOLUTIONS COMMON 11133T103 22,631 179,340 SH   SOLE   5,100 0 174,240
BROOKFIELD ASSET MGMT INC CL A COMMON 112585104 271 8,250 SH   SOLE   0 0 8,250
BROWN FORMAN CORP CL B COMMON 115637209 215 3,375 SH   SOLE   0 0 3,375
CATERPILLAR INC COMMON 149123101 859 6,791 SH   SOLE   0 0 6,791
CERNER CORP COMMON 156782104 17,246 251,583 SH   SOLE   15,695 0 235,888
CHARLES SCHWAB CORP NEW COMMON 808513105 783 23,217 SH   SOLE   0 0 23,217
CHEVRON CORP NEW COMMON 166764100 27,444 307,569 SH   SOLE   29,490 0 278,079
CHINA EVERBRIGHT INTL LTD ORD COMMON Y14226107 38 76,000 SH   SOLE   0 0 76,000
CHUBB LIMITED COMMON H1467J104 17,377 137,235 SH   SOLE   13,100 0 124,135
CISCO SYSTEMS INC COMMON 17275R102 41,340 886,359 SH   SOLE   46,782 0 839,577
CITIGROUP INC NEW COMMON 172967424 27,509 538,330 SH   SOLE   10,000 0 528,330
CLOROX CO COMMON 189054109 231 1,055 SH   SOLE   0 0 1,055
COCA-COLA CO COMMON 191216100 27,998 626,632 SH   SOLE   6,500 0 620,132
COGNIZANT TECHNOLOGY SOLUTIONS COMMON 192446102 273 4,800 SH   SOLE   0 0 4,800
COLGATE PALMOLIVE CO COMMON 194162103 1,805 24,635 SH   SOLE   0 0 24,635
COLONY CAP INC NEW CL A COMMON 19626G108 34 14,298 SH   SOLE   0 0 14,298
COMCAST CORP NEW CL A COMMON 20030N101 10,761 276,075 SH   SOLE   0 0 276,075
CONSOLIDATED EDISON INC COMMON 209115104 338 4,694 SH   SOLE   0 0 4,694
CONSTELLATION BRANDS INC CL A COMMON 21036P108 61,206 349,849 SH   SOLE   35,560 0 314,289
CORE LABORATORIES COMMON N22717107 8,609 423,675 SH   SOLE   0 0 423,675
COSTCO WHOLESALE CORP NEW COMMON 22160K105 1,474 4,862 SH   SOLE   0 0 4,862
CSX CORP COMMON 126408103 247 3,546 SH   SOLE   0 0 3,546
CVS HEALTH CORP COMMON 126650100 28,904 444,879 SH   SOLE   69,900 0 374,979
DANAHER CORP COMMON 235851102 94,095 532,124 SH   SOLE   63,053 0 469,071
DELTA AIR LINES INC NEW COMMON 247361702 58,486 2,085,069 SH   SOLE   167,697 0 1,917,372
DENTSPLY SIRONA INC COMMON 24906P109 1,982 44,975 SH   SOLE   0 0 44,975
DIAGEO P L C SPON ADR NEW COMMON 25243Q205 56,428 419,881 SH   SOLE   22,083 0 397,798
DISCOVERY INC SER A COMMON 25470F104 1,255 59,468 SH   SOLE   0 0 59,468
DISCOVERY INC SER C COMMON 25470F302 48,793 2,533,390 SH   SOLE   218,248 0 2,315,142
DUKE ENERGY CORP NEW COMMON 26441C204 310 3,885 SH   SOLE   0 0 3,885
ECOLAB INC COMMON 278865100 7,398 37,185 SH   SOLE   1,400 0 35,785
ELANCO ANIMAL HEALTH INC COMMON 28414H103 19,799 923,044 SH   SOLE   97,800 0 825,244
ELECTRONIC ARTS INC COMMON 285512109 32,737 247,917 SH   SOLE   11,320 0 236,597
EMERSON ELECTRIC CO COMMON 291011104 465 7,494 SH   SOLE   0 0 7,494
ENTERPRISE PRODUCTS PARTNERS L COMMON 293792107 323 17,776 SH   SOLE   0 0 17,776
EOG RESOURCES INC COMMON 26875P101 33,425 659,791 SH   SOLE   62,065 0 597,726
EQUINIX INC COMMON 29444U700 104,794 149,216 SH   SOLE   13,011 0 136,205
EXPEDIA GROUP INC NEW COMMON 30212P303 506 6,155 SH   SOLE   0 0 6,155
EXPEDITORS INTL INC COMMON 302130109 12,578 165,411 SH   SOLE   0 0 165,411
EXXON MOBIL CORP COMMON 30231G102 1,713 38,296 SH   SOLE   0 0 38,296
FACEBOOK INC CL A COMMON 30303M102 55,367 243,831 SH   SOLE   20,277 0 223,554
FEDEX CORP COMMON 31428X106 1,515 10,805 SH   SOLE   0 0 10,805
FIRST REPUBLIC BANK COMMON 33616C100 92,928 876,760 SH   SOLE   69,783 0 806,977
FORD MOTOR CO COMMON 345370860 22,190 3,649,678 SH   SOLE   0 0 3,649,678
FORTIVE CORP COMMON 34959J108 38,621 570,809 SH   SOLE   83,950 0 486,859
FORTUNE BRANDS HOME & SECURITY COMMON 34964C106 73,538 1,150,282 SH   SOLE   54,801 0 1,095,481
FULTON FINANCIAL CORP COMMON 360271100 160 15,180 SH   SOLE   0 0 15,180
GENERAL ELECTRIC CO COMMON 369604103 460 67,296 SH   SOLE   0 0 67,296
GENERAL MILLS INC COMMON 370334104 15,381 249,494 SH   SOLE   10,800 0 238,694
GENERAL MOTORS CO COMMON 37045V100 70,808 2,798,739 SH   SOLE   194,013 0 2,604,726
GILEAD SCIENCES INC COMMON 375558103 359 4,667 SH   SOLE   0 0 4,667
GLAXOSMITHKLINE PLC SPONSORED COMMON 37733W105 38,586 945,971 SH   SOLE   127,515 0 818,456
HALOZYME THERAPEUTICS COMMON 40637H109 201 7,500 SH   SOLE   0 0 7,500
HARTCOURT COMPANIES INC NEW COMMON 416187201 0 10,000 SH   SOLE   0 0 10,000
HERSHEY CO COMMON 427866108 278 2,148 SH   SOLE   0 0 2,148
HOME DEPOT INC COMMON 437076102 8,893 35,499 SH   SOLE   1,000 0 34,499
HONEYWELL INTERNATIONAL INC COMMON 438516106 45,501 314,690 SH   SOLE   37,448 0 277,242
HUBBELL INC COMMON 443510607 257 2,050 SH   SOLE   0 0 2,050
IAC/INTERACTIVE CORP COMMON 44919P508 390 1,205 SH   SOLE   0 0 1,205
IHEARTMEDIA INC CL A COMMON 45174J509 3,411 408,515 SH   SOLE   0 0 408,515
ILLINOIS TOOL WORKS INC COMMON 452308109 17,334 99,137 SH   SOLE   500 0 98,637
ILLUMINA INC COMMON 452327109 130,172 351,483 SH   SOLE   30,116 0 321,367
INGERSOLL-RAND PLC SHS COMMON 45687V106 21,479 763,844 SH   SOLE   125,275 0 638,569
INTEL CORP COMMON 458140100 12,252 204,785 SH   SOLE   7,000 0 197,785
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 51,614 427,378 SH   SOLE   42,368 0 385,010
INTERNATIONAL FLAVORS & FRAGRA COMMON 459506101 11,742 95,883 SH   SOLE   1,000 0 94,883
INTUITIVE SURGICAL INC NEW COMMON 46120E602 1,671 2,933 SH   SOLE   0 0 2,933
ISTAR INC COMMON 45031U101 1,328 107,800 SH   SOLE   0 0 107,800
JOHNSON & JOHNSON COMMON 478160104 20,704 147,220 SH   SOLE   5,400 0 141,820
JPMORGAN CHASE & CO COMMON 46625H100 83,677 889,612 SH   SOLE   64,753 0 824,859
KANSAS CITY SOUTHERN NEW COMMON 485170302 28,363 189,988 SH   SOLE   5,675 0 184,313
KIMBERLY CLARK CORP COMMON 494368103 385 2,721 SH   SOLE   0 0 2,721
KIMCO REALTY CORP COMMON 49446R109 15,064 1,173,217 SH   SOLE   150 0 1,173,067
KKR & CO INC CL A COMMON 48251W104 435 14,100 SH   SOLE   0 0 14,100
L BRANDS INC COMMON 501797104 25,695 1,716,419 SH   SOLE   161,000 0 1,555,419
LAMAR ADVERTISING CO NEW CL A COMMON 512816109 1,284 19,240 SH   SOLE   0 0 19,240
LAUDER ESTEE COS INC CL A COMMON 518439104 12,854 68,128 SH   SOLE   7,150 0 60,978
LILLY ELI & CO COMMON 532457108 799 4,864 SH   SOLE   0 0 4,864
LINDE PLC COMMON G5494J103 404 1,907 SH   SOLE   0 0 1,907
LOCKHEED MARTIN CORP COMMON 539830109 323 885 SH   SOLE   0 0 885
LOWE'S COMPANIES INC COMMON 548661107 87,626 648,507 SH   SOLE   48,140 0 600,367
M & T BANK CORP COMMON 55261F104 212 2,035 SH   SOLE   0 0 2,035
MACYS INC COMMON 55616P104 16,297 2,368,744 SH   SOLE   125,000 0 2,243,744
MANHATTAN ASSOCIATES INC COMMON 562750109 419 4,445 SH   SOLE   0 0 4,445
MARATHON PETROLEUM CORP COMMON 56585A102 22,223 594,503 SH   SOLE   18,856 0 575,647
MARSH & MCLENNAN COS INC COMMON 571748102 707 6,586 SH   SOLE   0 0 6,586
MARTIN MARIETTA MATERIALS INC COMMON 573284106 4,834 23,400 SH   SOLE   0 0 23,400
MASCO CORP COMMON 574599106 56,020 1,115,720 SH   SOLE   118,878 0 996,842
MASTERCARD INCORPORATED CL A COMMON 57636Q104 94,196 318,553 SH   SOLE   29,723 0 288,830
MAXAR TECHNOLOGIES LTD COMMON 57778K105 52,654 2,931,764 SH   SOLE   196,604 0 2,735,160
MCCORMICK & CO INC COMMON 579780206 1,298 7,235 SH   SOLE   0 0 7,235
MCDONALDS CORP COMMON 580135101 688 3,729 SH   SOLE   0 0 3,729
MEDTRONIC PLC SHS COMMON G5960L103 371 4,045 SH   SOLE   0 0 4,045
MERCK & COMPANY INC COMMON 58933Y105 34,918 451,551 SH   SOLE   16,140 0 435,411
METLIFE INC COMMON 59156R108 13,373 366,193 SH   SOLE   0 0 366,193
MICROCHIP TECHNOLOGY INC COMMON 595017104 512 4,863 SH   SOLE   0 0 4,863
MICROSOFT CORP COMMON 594918104 153,011 751,862 SH   SOLE   62,903 0 688,959
MONDELEZ INTL INC CL A COMMON 609207105 746 14,599 SH   SOLE   0 0 14,599
MONSTER BEVERAGE CORP NEW COMMON 61174X109 354 5,105 SH   SOLE   0 0 5,105
MORGAN STANLEY NEW COMMON 617446448 56,449 1,168,715 SH   SOLE   96,300 0 1,072,415
NESTLE SA SPONSORED ADR COMMON 641069406 70,518 637,955 SH   SOLE   31,537 0 606,418
NETFLIX INC COMMON 64110L106 260 572 SH   SOLE   0 0 572
NEXTERA ENERGY INC COMMON 65339F101 223 930 SH   SOLE   0 0 930
NIKE INC CL B COMMON 654106103 624 6,359 SH   SOLE   0 0 6,359
NORDSTROM INC COMMON 655664100 17,148 1,107,031 SH   SOLE   0 0 1,107,031
NOVARTIS A G SPONSORED ADR COMMON 66987V109 36,224 414,746 SH   SOLE   53,000 0 361,746
NOVO-NORDISK A S ADR COMMON 670100205 264 4,039 SH   SOLE   0 0 4,039
NVIDIA CORP COMMON 67066G104 119,789 315,310 SH   SOLE   33,504 0 281,806
ORACLE CORP COMMON 68389X105 72,835 1,317,809 SH   SOLE   70,675 0 1,247,134
OTIS WORLDWIDE CORP COMMON 68902V107 252 4,432 SH   SOLE   0 0 4,432
PAYCHEX INC COMMON 704326107 292 3,859 SH   SOLE   0 0 3,859
PAYPAL HOLDINGS INC COMMON 70450Y103 94,713 543,609 SH   SOLE   19,897 0 523,712
PEPSICO INC COMMON 713448108 18,461 139,585 SH   SOLE   600 0 138,985
PFIZER INC COMMON 717081103 1,725 52,759 SH   SOLE   0 0 52,759
PHILIP MORRIS INTERNATIONAL IN COMMON 718172109 396 5,656 SH   SOLE   0 0 5,656
PIONEER NATURAL RESOURCES CO COMMON 723787107 21,303 218,044 SH   SOLE   6,850 0 211,194
PNC FINANCIAL SERVICES GROUP I COMMON 693475105 215 2,039 SH   SOLE   0 0 2,039
PROCTER AND GAMBLE CO COMMON 742718109 3,377 28,240 SH   SOLE   0 0 28,240
PROLOGIS INC COMMON 74340W103 498 5,338 SH   SOLE   0 0 5,338
PRUDENTIAL FINANCIAL INC COMMON 744320102 63,429 1,041,523 SH   SOLE   74,739 0 966,784
QUALCOMM INC COMMON 747525103 136,667 1,498,376 SH   SOLE   124,931 0 1,373,445
QUANTUM MATERIALS CORP COMMON 74766A106 0 22,000 SH   SOLE   0 0 22,000
RAYTHEON TECHNOLOGIES CORP COMMON 75513E101 761 12,350 SH   SOLE   0 0 12,350
REINSURANCE GROUP AMERICA INC COMMON 759351604 29,056 370,417 SH   SOLE   37,875 0 332,542
ROPER TECHNOLOGIES INC COMMON 776696106 9,183 23,652 SH   SOLE   1,450 0 22,202
ROYAL DUTCH SHELL PLC SPON ADR COMMON 780259107 27,355 898,366 SH   SOLE   80,220 0 818,146
SCHLUMBERGER LTD COMMON 806857108 20,217 1,099,367 SH   SOLE   91,300 0 1,008,067
SIMON PROPERTY GROUP INC NEW COMMON 828806109 10,964 160,344 SH   SOLE   25,625 0 134,719
SMILEDIRECTCLUB INC CL A COMMON 83192H106 126 15,997 SH   SOLE   0 0 15,997
SMUCKER J M CO NEW COMMON 832696405 23,081 218,138 SH   SOLE   12,130 0 206,008
SOLUCORP INDUSTRIES LTD COMMON 83437C102 0 17,000 SH   SOLE   0 0 17,000
SOUTHWEST AIRLINES CO COMMON 844741108 3,013 88,159 SH   SOLE   1,200 0 86,959
SS&C TECHNOLOGIES HOLDINGS INC COMMON 78467J100 57,627 1,020,310 SH   SOLE   100,812 0 919,498
STANLEY BLACK & DECKER INC COMMON 854502101 36,647 262,927 SH   SOLE   28,155 0 234,772
STARBUCKS CORP COMMON 855244109 1,698 23,070 SH   SOLE   0 0 23,070
STRATASYS LTD SHS COMMON M85548101 16,136 1,017,406 SH   SOLE   90,100 0 927,306
STRYKER CORP COMMON 863667101 374 2,077 SH   SOLE   0 0 2,077
SVB FINANCIAL GROUP COMMON 78486Q101 23,181 107,553 SH   SOLE   14,132 0 93,421
SYNCHRONY FINANCIAL COMMON 87165B103 24,360 1,099,259 SH   SOLE   100,075 0 999,184
TARGET CORP COMMON 87612E106 380 3,169 SH   SOLE   0 0 3,169
TEXAS INSTRUMENTS INC COMMON 882508104 288 2,265 SH   SOLE   0 0 2,265
THERMO FISHER SCIENTIFIC INC COMMON 883556102 104,748 289,088 SH   SOLE   22,934 0 266,154
TIREX CORP COMMON 88823T106 0 12,000 SH   SOLE   0 0 12,000
TRANSDIGM GROUP INC COMMON 893641100 926 2,095 SH   SOLE   0 0 2,095
TRAVELERS COMPANIES INC COMMON 89417E109 227 1,992 SH   SOLE   0 0 1,992
TRUIST FINANCIAL CORP COMMON 89832Q109 54,074 1,440,065 SH   SOLE   65,505 0 1,374,560
UBER TECHNOLOGIES INC COMMON 90353T100 25,514 820,912 SH   SOLE   118,225 0 702,687
ULTA BEAUTY INC COMMON 90384S303 21,476 105,575 SH   SOLE   8,300 0 97,275
UNILEVER N V N Y SHS NEW COMMON 904784709 2,137 40,119 SH   SOLE   0 0 40,119
UNION PACIFIC CORP COMMON 907818108 823 4,865 SH   SOLE   0 0 4,865
UNITED AIRLINES HOLDINGS INC COMMON 910047109 17,252 498,466 SH   SOLE   5,099 0 493,367
UNITED PARCEL SERVICE INC CL B COMMON 911312106 471 4,237 SH   SOLE   0 0 4,237
UNITED RENTALS INC COMMON 911363109 7,701 51,671 SH   SOLE   12,000 0 39,671
UNITEDHEALTH GROUP INC COMMON 91324P102 26,133 88,601 SH   SOLE   5,715 0 82,886
US BANCORP NEW COMMON 902973304 59,193 1,607,639 SH   SOLE   73,735 0 1,533,904
V F CORP COMMON 918204108 771 12,650 SH   SOLE   0 0 12,650
VALERO ENERGY CORP NEW COMMON 91913Y100 3,680 62,560 SH   SOLE   0 0 62,560
VERISK ANALYTICS INC COMMON 92345Y106 3,402 19,987 SH   SOLE   0 0 19,987
VERIZON COMMUNICATIONS INC COMMON 92343V104 2,268 41,135 SH   SOLE   0 0 41,135
VISA INC CL A COMMON 92826C839 107,437 556,180 SH   SOLE   48,039 0 508,141
VULCAN MATERIALS CO COMMON 929160109 10,953 94,544 SH   SOLE   510 0 94,034
WALMART INC COMMON 931142103 1,514 12,639 SH   SOLE   0 0 12,639
WALT DISNEY CO COMMON 254687106 54,581 489,475 SH   SOLE   46,400 0 443,075
WASTE MANAGEMENT INC COMMON 94106L109 425 4,013 SH   SOLE   0 0 4,013
WELLS FARGO CO NEW COMMON 949746101 464 18,131 SH   SOLE   0 0 18,131
XPO LOGISTICS INC COMMON 983793100 71,269 922,575 SH   SOLE   93,532 0 829,043
YUM BRANDS INC COMMON 988498101 527 6,068 SH   SOLE   0 0 6,068
ZIMMER BIOMET HOLDINGS INC COMMON 98956P102 51,659 432,803 SH   SOLE   45,505 0 387,298
ZIONS BANCORPORATION N A COMMON 989701107 1,886 55,475 SH   SOLE   0 0 55,475
ZOETIS INC CL A COMMON 98978V103 4,611 33,646 SH   SOLE   1,400 0 32,246