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 4,791 20,354 SH   SOLE   0 0 20,354
ABBOTT LABORATORIES COMMON 002824100 1,701 29,801 SH   SOLE   0 0 29,801
ABBVIE INC COMMON 00287Y109 1,674 17,306 SH   SOLE   0 0 17,306
ACCENTURE PLC IRELAND SHS CLAS COMMON G1151C101 17,113 111,785 SH   SOLE   2,300 0 109,485
ADOBE SYSTEMS INC COMMON 00724F101 8,839 50,437 SH   SOLE   0 0 50,437
AFFILIATED MANAGERS GROUP COMMON 008252108 226 1,101 SH   SOLE   0 0 1,101
AIR LEASE CORP CL A COMMON 00912X302 77,027 1,601,733 SH   SOLE   89,500 0 1,512,233
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 4,176 25,449 SH   SOLE   0 0 25,449
ALCOA CORP COMMON 013872106 250 4,641 SH   SOLE   0 0 4,641
ALPHABET INC CAP STK CL A COMMON 02079K305 38,821 36,853 SH   SOLE   2,900 0 33,953
ALPHABET INC CAP STK CL C COMMON 02079K107 69,558 66,473 SH   SOLE   3,683 0 62,790
ALTABA INC COMMON 021346101 19,299 276,297 SH   SOLE   0 0 276,297
ALTRIA GROUP INC COMMON 02209S103 692 9,685 SH   SOLE   0 0 9,685
AMAZON.COM INC COMMON 023135106 1,752 1,498 SH   SOLE   0 0 1,498
AMERICAN AIRLINES GROUP INC COMMON 02376R102 23,288 447,587 SH   SOLE   51,000 0 396,587
AMERICAN EXPRESS CO COMMON 025816109 62,078 625,089 SH   SOLE   38,000 0 587,089
AMERICAN INTL GROUP NEW COMMON 026874784 4,179 70,140 SH   SOLE   0 0 70,140
AMERICAN TOWER CORP REIT COMMON 03027X100 20,069 140,665 SH   SOLE   6,000 0 134,665
AMGEN INC COMMON 031162100 23,829 137,029 SH   SOLE   3,500 0 133,529
ANTHRACITE CAP INC COMMON 037023108 0 13,772 SH   SOLE   0 0 13,772
APACHE CORP COMMON 037411105 899 21,298 SH   SOLE   0 0 21,298
APPLE INC COMMON 037833100 11,619 68,658 SH   SOLE   0 0 68,658
APTIV PLC SHS COMMON G6095L109 73,943 871,661 SH   SOLE   56,900 0 814,761
ARCONIC INC COMMON 03965L100 58,871 2,160,399 SH   SOLE   117,833 0 2,042,566
AT&T INC COMMON 00206R102 741 19,054 SH   SOLE   0 0 19,054
AUTOMATIC DATA PROCESSING COMMON 053015103 1,522 12,990 SH   SOLE   0 0 12,990
AUTOZONE, INC COMMON 053332102 462 650 SH   SOLE   0 0 650
AVALONBAY COMMUNITIES INC COMMON 053484101 879 4,925 SH   SOLE   0 0 4,925
BANK OF AMERICA CORP COMMON 060505104 41,513 1,406,260 SH   SOLE   99,000 0 1,307,260
BANKUNITED INC COMMON 06652K103 76,717 1,884,024 SH   SOLE   90,000 0 1,794,024
BB&T CORP COMMON 054937107 63,647 1,280,099 SH   SOLE   23,500 0 1,256,599
BECTON DICKINSON & CO COMMON 075887109 491 2,296 SH   SOLE   0 0 2,296
BERKSHIRE HATHAWAY INC CL B NE COMMON 084670702 2,006 10,119 SH   SOLE   0 0 10,119
BIOGEN INC COMMON 09062X103 278 874 SH   SOLE   0 0 874
BLACKROCK INC COMMON 09247X101 316 615 SH   SOLE   0 0 615
BLACKSTONE GROUP L P UNIT LTD COMMON 09253U108 38,655 1,207,209 SH   SOLE   80,750 0 1,126,459
BOEING CO COMMON 097023105 754 2,557 SH   SOLE   0 0 2,557
BORG WARNER INC COMMON 099724106 63,869 1,250,121 SH   SOLE   21,400 0 1,228,721
BRIGHTHOUSE FINANCIAL INC COMMON 10922N103 656 11,191 SH   SOLE   0 0 11,191
BRISTOL-MYERS SQUIBB CO COMMON 110122108 56,720 925,590 SH   SOLE   50,000 0 875,590
CAMBRIDGE HEART INC COMMON 131910101 0 302,350 SH   SOLE   0 0 302,350
CARS.COM INC COMMON 14575E105 661 22,910 SH   SOLE   0 0 22,910
CATERPILLAR INC COMMON 149123101 1,140 7,237 SH   SOLE   0 0 7,237
CELGENE CORP COMMON 151020104 51,706 495,454 SH   SOLE   34,600 0 460,854
CERNER CORP COMMON 156782104 71,077 1,054,712 SH   SOLE   52,000 0 1,002,712
CHARLES SCHWAB CORP NEW COMMON 808513105 20,679 402,546 SH   SOLE   1,300 0 401,246
CHEVRON CORP NEW COMMON 166764100 7,033 56,177 SH   SOLE   0 0 56,177
CHUBB LIMITED COMMON H1467J104 722 4,943 SH   SOLE   0 0 4,943
CINCINNATI BELL INC NEW COMMON 171871502 206 9,900 SH   SOLE   0 0 9,900
CISCO SYSTEMS INC COMMON 17275R102 75,572 1,973,164 SH   SOLE   91,500 0 1,881,664
CITIGROUP INC NEW COMMON 172967424 13,665 183,648 SH   SOLE   0 0 183,648
COCA-COLA CO COMMON 191216100 2,315 50,458 SH   SOLE   0 0 50,458
COLGATE PALMOLIVE CO COMMON 194162103 4,213 55,841 SH   SOLE   0 0 55,841
COMCAST CORP CL A COMMON 20030N101 20,518 512,306 SH   SOLE   63,580 0 448,726
CONSOLIDATED EDISON INC COMMON 209115104 226 2,662 SH   SOLE   0 0 2,662
CORE LABORATORIES N V COMMON N22717107 250 2,285 SH   SOLE   0 0 2,285
CORNING INC COMMON 219350105 21,931 685,569 SH   SOLE   0 0 685,569
COSTCO WHOLESALE CORP NEW COMMON 22160K105 904 4,857 SH   SOLE   0 0 4,857
CUMMINS INC COMMON 231021106 314 1,776 SH   SOLE   0 0 1,776
DANAHER CORP DEL COMMON 235851102 50,740 546,647 SH   SOLE   40,500 0 506,147
DANONE SPONSORED ADR COMMON 23636T100 289 17,225 SH   SOLE   0 0 17,225
DEERE & CO COMMON 244199105 240 1,535 SH   SOLE   0 0 1,535
DELPHI TECHNOLOGIES PLC SHS COMMON G2709G107 21,295 405,856 SH   SOLE   18,966 0 386,890
DELTA AIR LINES INC COMMON 247361702 113,458 2,026,033 SH   SOLE   106,500 0 1,919,533
DENTSPLY SIRONA INC COMMON 24906P109 37,910 575,870 SH   SOLE   14,500 0 561,370
DIAGEO PLC ADR COMMON 25243Q205 69,277 474,400 SH   SOLE   24,500 0 449,900
DISCOVERY COMMUNICATIONS NEW S COMMON 25470F104 1,288 57,549 SH   SOLE   0 0 57,549
DISCOVERY COMMUNICATIONS NEW S COMMON 25470F302 47,183 2,228,761 SH   SOLE   83,200 0 2,145,561
DISNEY (WALT) CO COMMON 254687106 7,609 70,775 SH   SOLE   0 0 70,775
DOMINION ENERGY INC COMMON 25746U109 238 2,940 SH   SOLE   0 0 2,940
DOWDUPONT INC COMMON 26078J100 1,526 21,425 SH   SOLE   0 0 21,425
EATON CORP PLC SHS COMMON G29183103 726 9,192 SH   SOLE   0 0 9,192
EBAY INC COMMON 278642103 4,846 128,400 SH   SOLE   0 0 128,400
ECOLAB INC COMMON 278865100 26,483 197,369 SH   SOLE   7,000 0 190,369
EMERSON ELECTRIC CO COMMON 291011104 669 9,600 SH   SOLE   0 0 9,600
ENTERPRISE PRODUCTS PARTNERS COMMON 293792107 353 13,301 SH   SOLE   0 0 13,301
ENVISION HEALTHCARE CO COMMON 29414D100 23,233 672,252 SH   SOLE   1,700 0 670,552
EQUINIX INC COMMON 29444U700 65,106 143,652 SH   SOLE   11,128 0 132,524
EXPEDIA INC NEW COMMON 30212P303 37,517 313,239 SH   SOLE   24,100 0 289,139
EXPEDITORS INTL OF WASHINGTON COMMON 302130109 13,046 201,665 SH   SOLE   0 0 201,665
EXXON MOBIL CORP COMMON 30231G102 3,958 47,324 SH   SOLE   0 0 47,324
FACEBOOK INC CL A COMMON 30303M102 40,768 231,033 SH   SOLE   25,250 0 205,783
FEDEX CORP COMMON 31428X106 4,482 17,961 SH   SOLE   0 0 17,961
FIRST REPUBLIC BANK INC COMMON 33616C100 56,202 648,679 SH   SOLE   32,400 0 616,279
FORD MOTOR CO COMMON 345370860 39,790 3,185,738 SH   SOLE   4,000 0 3,181,738
FORTIVE CORP COMMON 34959J108 27,217 376,183 SH   SOLE   38,200 0 337,983
FORTUNE BRANDS HOME & SECURITY COMMON 34964C106 47,561 694,936 SH   SOLE   14,200 0 680,736
GENERAL ELECTRIC CO COMMON 369604103 4,030 230,941 SH   SOLE   0 0 230,941
GENERAL MILLS INC COMMON 370334104 202 3,400 SH   SOLE   0 0 3,400
GENERAL MOTORS CO COMMON 37045V100 96,707 2,359,282 SH   SOLE   97,500 0 2,261,782
GILEAD SCIENCES INC COMMON 375558103 872 12,177 SH   SOLE   0 0 12,177
GOLDMAN SACHS GROUP COMMON 38141G104 230 904 SH   SOLE   0 0 904
HARTCOURT COMPANIES INC NEW COMMON 416187201 0 10,000 SH   SOLE   0 0 10,000
HERSHEY CO COMMON 427866108 207 1,825 SH   SOLE   0 0 1,825
HOLLYFRONTIER CORP COMMON 436106108 75,469 1,473,432 SH   SOLE   73,800 0 1,399,632
HOME DEPOT INC COMMON 437076102 1,804 9,518 SH   SOLE   0 0 9,518
HONEYWELL INTL INC COMMON 438516106 39,240 255,866 SH   SOLE   23,500 0 232,366
HP INC COMMON 40434L105 2,000 95,211 SH   SOLE   0 0 95,211
HUBBELL INC COMMON 443510607 552 4,080 SH   SOLE   0 0 4,080
HUDSONS BAY CO NEW COMMON 444218101 56,459 6,312,467 SH   SOLE   187,000 0 6,125,467
IAC INTERACTIVECORP COMMON 44919P508 73,845 603,900 SH   SOLE   37,900 0 566,000
ILLINOIS TOOL WORKS INC COMMON 452308109 22,391 134,199 SH   SOLE   2,500 0 131,699
ILLUMINA INC COMMON 452327109 97,475 446,130 SH   SOLE   20,700 0 425,430
INTEL CORP COMMON 458140100 43,563 943,740 SH   SOLE   22,510 0 921,230
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 17,960 117,063 SH   SOLE   0 0 117,063
ISTAR INC COMMON 45031U101 1,784 157,833 SH   SOLE   0 0 157,833
JOHNSON & JOHNSON COMMON 478160104 10,244 73,315 SH   SOLE   0 0 73,315
JPMORGAN CHASE & CO COMMON 46625H100 81,307 760,306 SH   SOLE   39,500 0 720,806
KANSAS CITY SOUTHERN NEW COMMON 485170302 18,614 176,906 SH   SOLE   600 0 176,306
KIMBERLY CLARK CORP COMMON 494368103 392 3,250 SH   SOLE   0 0 3,250
KRAFT HEINZ CO COMMON 500754106 265 3,407 SH   SOLE   0 0 3,407
L BRANDS INC COMMON 501797104 63,196 1,049,421 SH   SOLE   48,200 0 1,001,221
LAMAR ADVERTISING CO NEW CL A COMMON 512816109 1,813 24,425 SH   SOLE   0 0 24,425
LAUDER ESTEE COS INC CL A COMMON 518439104 10,005 78,632 SH   SOLE   9,000 0 69,632
LOCKHEED MARTIN CORP COMMON 539830109 269 838 SH   SOLE   0 0 838
LOWES COS INC COMMON 548661107 53,068 570,996 SH   SOLE   12,500 0 558,496
LUXOTTICA GROUP S P A SPONSORE COMMON 55068R202 830 13,515 SH   SOLE   0 0 13,515
MACYS INC COMMON 55616P104 53,131 2,109,211 SH   SOLE   76,700 0 2,032,511
MANHATTAN ASSOCIATES INC COMMON 562750109 48,823 985,521 SH   SOLE   56,000 0 929,521
MARATHON PETROLEUM CORP COMMON 56585A102 52,711 798,888 SH   SOLE   52,100 0 746,788
MARSH & MCLENNAN COMPANIES, IN COMMON 571748102 615 7,551 SH   SOLE   0 0 7,551
MARTIN MARIETTA MATERIALS INC COMMON 573284106 848 3,838 SH   SOLE   0 0 3,838
MASCO CORP COMMON 574599106 50,504 1,149,381 SH   SOLE   37,600 0 1,111,781
MASTERCARD INC CL A COMMON 57636Q104 72,743 480,594 SH   SOLE   34,400 0 446,194
MAXAR TECHNOLOGIES LTD COMMON 57778L103 52,103 810,053 SH   SOLE   27,556 0 782,497
MCCORMICK & CO INC COMMON 579780206 1,082 10,620 SH   SOLE   0 0 10,620
MCDONALD'S CORP COMMON 580135101 400 2,324 SH   SOLE   0 0 2,324
MERCK & CO INC NEW COMMON 58933Y105 25,655 455,925 SH   SOLE   12,000 0 443,925
METLIFE INC COMMON 59156R108 69,978 1,384,060 SH   SOLE   60,000 0 1,324,060
MICROCHIP TECHNOLOGY INC COMMON 595017104 899 10,233 SH   SOLE   0 0 10,233
MICROSOFT CORP COMMON 594918104 96,399 1,126,944 SH   SOLE   62,300 0 1,064,644
MONDELEZ INTL INC CL A COMMON 609207105 920 21,501 SH   SOLE   0 0 21,501
MONSTER BEVERAGE CORP COMMON 61174X109 443 7,005 SH   SOLE   0 0 7,005
MORGAN STANLEY NEW COMMON 617446448 37,078 706,644 SH   SOLE   55,200 0 651,444
NESTLE S A SPON ADR COMMON 641069406 58,633 681,838 SH   SOLE   31,300 0 650,538
NIELSEN HOLDINGS PLC COMMON G6518L108 10,972 301,415 SH   SOLE   26,000 0 275,415
NIKE INC CL B COMMON 654106103 378 6,046 SH   SOLE   0 0 6,046
NORDSTROM, INC COMMON 655664100 20,984 442,897 SH   SOLE   0 0 442,897
NOVARTIS A G SPON ADR COMMON 66987V109 31,665 377,149 SH   SOLE   26,500 0 350,649
NVIDIA CORP COMMON 67066G104 48,402 250,139 SH   SOLE   30,000 0 220,139
ORACLE CORP COMMON 68389X105 56,467 1,194,319 SH   SOLE   56,800 0 1,137,519
PARK NATL CORP COMMON 700658107 283 2,723 SH   SOLE   0 0 2,723
PAYCHEX INC COMMON 704326107 315 4,632 SH   SOLE   0 0 4,632
PAYPAL HOLDINGS INC COMMON 70450Y103 53,763 730,274 SH   SOLE   19,200 0 711,074
PEPSICO INC COMMON 713448108 19,268 160,672 SH   SOLE   600 0 160,072
PFIZER INC COMMON 717081103 2,576 71,110 SH   SOLE   0 0 71,110
PHILIP MORRIS INTL INC COMMON 718172109 929 8,795 SH   SOLE   0 0 8,795
PHILLIPS 66 COMMON 718546104 279 2,761 SH   SOLE   0 0 2,761
PRAXAIR INC COMMON 74005P104 33,457 216,301 SH   SOLE   4,500 0 211,801
PREMIER INC CL A COMMON 74051N102 22,028 754,641 SH   SOLE   26,400 0 728,241
PROCTER & GAMBLE CO COMMON 742718109 3,674 39,989 SH   SOLE   0 0 39,989
PROLOGIS INC COMMON 74340W103 590 9,141 SH   SOLE   0 0 9,141
PRUDENTIAL FINANCIAL INC COMMON 744320102 77,145 670,941 SH   SOLE   31,900 0 639,041
QUALCOMM INC COMMON 747525103 97,272 1,519,406 SH   SOLE   64,200 0 1,455,206
RAYTHEON CO NEW COMMON 755111507 342 1,819 SH   SOLE   0 0 1,819
REINSURANCE GROUP AMERICA NEW COMMON 759351604 2,397 15,370 SH   SOLE   0 0 15,370
REXNORD CORP NEW COMMON 76169B102 6,369 244,790 SH   SOLE   0 0 244,790
SANOFI SPONSORED ADR COMMON 80105N105 1,359 31,607 SH   SOLE   0 0 31,607
SCHLUMBERGER LTD COMMON 806857108 6,821 101,224 SH   SOLE   0 0 101,224
SIMON PROPERTY GROUP NEW COMMON 828806109 23,106 134,539 SH   SOLE   0 0 134,539
SMUCKER J M CO COMMON 832696405 39,856 320,801 SH   SOLE   19,000 0 301,801
SOLUCORP INDUSTRIES LTD COMMON 83437C102 0 17,000 SH   SOLE   0 0 17,000
SOUTHWEST AIRLINES CO COMMON 844741108 43,812 669,391 SH   SOLE   1,200 0 668,191
STANLEY BLACK & DECKER COMMON 854502101 13,382 78,864 SH   SOLE   5,000 0 73,864
STARBUCKS CORP COMMON 855244109 1,992 34,681 SH   SOLE   0 0 34,681
STERICYCLE INC COMMON 858912108 1,267 18,640 SH   SOLE   0 0 18,640
STRATASYS LTD SHS COMMON M85548101 22,619 1,133,221 SH   SOLE   43,500 0 1,089,721
STRYKER CORP COMMON 863667101 290 1,870 SH   SOLE   0 0 1,870
SUN COMMUNITIES INC COMMON 866674104 278 3,000 SH   SOLE   0 0 3,000
SVB FINL GROUP COMMON 78486Q101 1,608 6,878 SH   SOLE   1,200 0 5,678
SYNCHRONY FINANCIAL COMMON 87165B103 78,463 2,032,188 SH   SOLE   93,982 0 1,938,206
TARGET CORP COMMON 87612E106 232 3,560 SH   SOLE   0 0 3,560
TD AMERITRADE HOLDING CORP COMMON 87236Y108 15,742 307,886 SH   SOLE   1,000 0 306,886
TEGNA INC COMMON 87901J105 486 34,529 SH   SOLE   0 0 34,529
TELUS CORP COMMON 87971M103 1,002 26,450 SH   SOLE   0 0 26,450
THERMO FISHER SCIENTIFIC COMMON 883556102 67,874 357,456 SH   SOLE   28,900 0 328,556
TIME WARNER INC NEW COMMON 887317303 276 3,018 SH   SOLE   0 0 3,018
TRANSDIGM GROUP INC COMMON 893641100 612 2,230 SH   SOLE   0 0 2,230
TRUSTCO BK CORP N Y COMMON 898349105 110 12,000 SH   SOLE   0 0 12,000
UNILEVER N.V. (NY SHS) COMMON 904784709 4,882 86,689 SH   SOLE   0 0 86,689
UNION PACIFIC CORP COMMON 907818108 926 6,906 SH   SOLE   0 0 6,906
UNITED CONTINENTAL HOLDINGS IN COMMON 910047109 87,678 1,300,862 SH   SOLE   58,200 0 1,242,662
UNITED PARCEL SERVICE CL B COMMON 911312106 1,020 8,564 SH   SOLE   0 0 8,564
UNITED RENTALS INC COMMON 911363109 4,813 27,998 SH   SOLE   0 0 27,998
UNITED TECHNOLOGIES CORP COMMON 913017109 1,828 14,328 SH   SOLE   0 0 14,328
UNITEDHEALTH GROUP INC COMMON 91324P102 621 2,818 SH   SOLE   0 0 2,818
US BANCORP NEW COMMON 902973304 71,530 1,335,017 SH   SOLE   63,500 0 1,271,517
V F CORP COMMON 918204108 46,726 631,434 SH   SOLE   9,500 0 621,934
VALERO ENERGY CORP COMMON 91913Y100 52,586 572,151 SH   SOLE   30,100 0 542,051
VENTAS INC COMMON 92276F100 203 3,390 SH   SOLE   0 0 3,390
VERISK ANALYTICS INC COMMON 92345Y106 45,590 474,899 SH   SOLE   31,000 0 443,899
VERIZON COMMUNICATIONS INC COMMON 92343V104 1,701 32,135 SH   SOLE   0 0 32,135
VISA INC CL A COMMON 92826C839 86,767 760,982 SH   SOLE   43,500 0 717,482
VODAFONE GROUP PLC NEW SPNSR A COMMON 92857W308 344 10,786 SH   SOLE   0 0 10,786
VULCAN MATERIALS CO COMMON 929160109 8,886 69,222 SH   SOLE   0 0 69,222
WABCO HOLDINGS INC COMMON 92927K102 215 1,500 SH   SOLE   0 0 1,500
WASTE MANAGEMENT INC COMMON 94106L109 695 8,054 SH   SOLE   0 0 8,054
WELLS FARGO & CO NEW COMMON 949746101 2,523 41,578 SH   SOLE   0 0 41,578
XPO LOGISTICS INC COMMON 983793100 105,925 1,156,512 SH   SOLE   80,500 0 1,076,012
YELP INC CL A COMMON 985817105 12,855 306,356 SH   SOLE   700 0 305,656
YUM BRANDS INC COMMON 988498101 38,998 477,860 SH   SOLE   14,000 0 463,860
YUM CHINA HOLDINGS INC COMMON 98850P109 11,245 280,992 SH   SOLE   0 0 280,992
ZIONS BANCORPORATION COMMON 989701107 11,995 235,988 SH   SOLE   1,200 0 234,788
ZOETIS INC CL A COMMON 98978V103 21,953 304,733 SH   SOLE   10,000 0 294,733