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 4,296 19,571 SH   SOLE   0 0 19,571
ABBOTT LABORATORIES COMMON 002824100 1,711 28,561 SH   SOLE   0 0 28,561
ABBVIE INC COMMON 00287Y109 1,555 16,431 SH   SOLE   0 0 16,431
ACCENTURE PLC IRELAND SHS CLAS COMMON G1151C101 16,640 108,402 SH   SOLE   2,300 0 106,102
ADOBE SYSTEMS INC COMMON 00724F101 10,218 47,289 SH   SOLE   0 0 47,289
AFFILIATED MANAGERS GROUP COMMON 008252108 209 1,101 SH   SOLE   0 0 1,101
AIR LEASE CORP CL A COMMON 00912X302 52,143 1,223,431 SH   SOLE   66,100 0 1,157,331
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 3,316 20,854 SH   SOLE   0 0 20,854
ALIBABA GROUP HOLDINGS LTD SPO COMMON 01609W102 506 2,759 SH   SOLE   0 0 2,759
ALPHABET INC CAP STK CL A COMMON 02079K305 37,719 36,369 SH   SOLE   2,900 0 33,469
ALPHABET INC CAP STK CL C COMMON 02079K107 68,330 66,224 SH   SOLE   3,076 0 63,148
ALTABA INC COMMON 021346101 20,392 275,421 SH   SOLE   0 0 275,421
ALTRIA GROUP INC COMMON 02209S103 690 11,074 SH   SOLE   0 0 11,074
AMAZON.COM INC COMMON 023135106 2,465 1,703 SH   SOLE   0 0 1,703
AMERICAN AIRLINES GROUP INC COMMON 02376R102 15,977 307,486 SH   SOLE   40,000 0 267,486
AMERICAN EXPRESS CO COMMON 025816109 56,940 610,423 SH   SOLE   38,000 0 572,423
AMERICAN INTL GROUP NEW COMMON 026874784 3,788 69,602 SH   SOLE   0 0 69,602
AMERICAN TOWER CORP REIT COMMON 03027X100 20,379 140,215 SH   SOLE   6,000 0 134,215
AMGEN INC COMMON 031162100 19,832 116,330 SH   SOLE   0 0 116,330
ANTHRACITE CAP INC COMMON 037023108 0 13,772 SH   SOLE   0 0 13,772
APACHE CORP COMMON 037411105 2,038 52,957 SH   SOLE   0 0 52,957
APPLE INC COMMON 037833100 10,878 64,838 SH   SOLE   0 0 64,838
APTIV PLC SHS COMMON G6095L109 73,968 870,514 SH   SOLE   56,900 0 813,614
ARCONIC INC COMMON 03965L100 50,517 2,192,574 SH   SOLE   116,833 0 2,075,741
AT&T INC COMMON 00206R102 802 22,509 SH   SOLE   0 0 22,509
AUTOMATIC DATA PROCESSING COMMON 053015103 1,365 12,030 SH   SOLE   0 0 12,030
AUTOZONE, INC COMMON 053332102 422 650 SH   SOLE   0 0 650
AVALONBAY COMMUNITIES INC COMMON 053484101 777 4,725 SH   SOLE   0 0 4,725
BANK OF AMERICA CORP COMMON 060505104 45,163 1,505,920 SH   SOLE   99,000 0 1,406,920
BANKUNITED INC COMMON 06652K103 74,719 1,868,903 SH   SOLE   90,000 0 1,778,903
BB&T CORP COMMON 054937107 66,933 1,286,174 SH   SOLE   23,500 0 1,262,674
BECTON DICKINSON & CO COMMON 075887109 508 2,346 SH   SOLE   0 0 2,346
BERKSHIRE HATHAWAY INC CL B NE COMMON 084670702 2,076 10,409 SH   SOLE   0 0 10,409
BIOGEN INC COMMON 09062X103 226 824 SH   SOLE   0 0 824
BLACKROCK INC COMMON 09247X101 316 584 SH   SOLE   0 0 584
BLACKSTONE GROUP L P UNIT LTD COMMON 09253U108 39,250 1,228,480 SH   SOLE   80,750 0 1,147,730
BOEING CO COMMON 097023105 751 2,290 SH   SOLE   0 0 2,290
BORG WARNER INC COMMON 099724106 60,239 1,199,268 SH   SOLE   20,400 0 1,178,868
BRIGHTHOUSE FINANCIAL INC COMMON 10922N103 331 6,445 SH   SOLE   0 0 6,445
BRISTOL-MYERS SQUIBB CO COMMON 110122108 61,922 979,009 SH   SOLE   56,500 0 922,509
CAMBRIDGE HEART INC COMMON 131910101 0 302,350 SH   SOLE   0 0 302,350
CARS.COM INC COMMON 14575E105 504 17,806 SH   SOLE   0 0 17,806
CATERPILLAR INC COMMON 149123101 1,048 7,109 SH   SOLE   0 0 7,109
CELGENE CORP COMMON 151020104 53,724 602,219 SH   SOLE   35,000 0 567,219
CERNER CORP COMMON 156782104 60,450 1,042,244 SH   SOLE   52,000 0 990,244
CHARLES SCHWAB CORP NEW COMMON 808513105 21,073 403,546 SH   SOLE   1,300 0 402,246
CHEVRON CORP NEW COMMON 166764100 6,513 57,114 SH   SOLE   0 0 57,114
CHUBB LIMITED COMMON H1467J104 659 4,820 SH   SOLE   0 0 4,820
CISCO SYSTEMS INC COMMON 17275R102 82,817 1,930,915 SH   SOLE   81,500 0 1,849,415
CITIGROUP INC NEW COMMON 172967424 14,174 209,982 SH   SOLE   0 0 209,982
COCA-COLA CO COMMON 191216100 2,025 46,620 SH   SOLE   0 0 46,620
COLGATE PALMOLIVE CO COMMON 194162103 3,758 52,431 SH   SOLE   0 0 52,431
COMCAST CORP CL A COMMON 20030N101 17,017 498,020 SH   SOLE   63,580 0 434,440
CORE LABORATORIES N V COMMON N22717107 726 6,710 SH   SOLE   0 0 6,710
CORNING INC COMMON 219350105 2,894 103,792 SH   SOLE   0 0 103,792
COSTCO WHOLESALE CORP NEW COMMON 22160K105 938 4,976 SH   SOLE   0 0 4,976
CUMMINS INC COMMON 231021106 288 1,776 SH   SOLE   0 0 1,776
DANAHER CORP DEL COMMON 235851102 53,107 542,410 SH   SOLE   40,500 0 501,910
DANONE SPONSORED ADR COMMON 23636T100 274 16,925 SH   SOLE   0 0 16,925
DEERE & CO COMMON 244199105 458 2,951 SH   SOLE   0 0 2,951
DELPHI TECHNOLOGIES PLC SHS COMMON G2709G107 27,609 579,408 SH   SOLE   40,633 0 538,775
DELTA AIR LINES INC COMMON 247361702 111,524 2,034,732 SH   SOLE   106,500 0 1,928,232
DENTSPLY SIRONA INC COMMON 24906P109 31,765 631,385 SH   SOLE   14,500 0 616,885
DIAGEO PLC ADR COMMON 25243Q205 64,004 472,636 SH   SOLE   24,500 0 448,136
DISCOVERY COMMUNICATIONS NEW S COMMON 000000000 1,277 59,594 SH   SOLE   0 0 59,594
DISCOVERY COMMUNICATIONS NEW S COMMON 000000000 45,905 2,351,667 SH   SOLE   103,200 0 2,248,467
DISNEY (WALT) CO COMMON 254687106 7,066 70,350 SH   SOLE   0 0 70,350
DOWDUPONT INC COMMON 26078J100 1,503 23,595 SH   SOLE   0 0 23,595
EATON CORP PLC SHS COMMON G29183103 342 4,280 SH   SOLE   0 0 4,280
EBAY INC COMMON 278642103 5,160 128,239 SH   SOLE   0 0 128,239
ECOLAB INC COMMON 278865100 26,847 195,864 SH   SOLE   7,000 0 188,864
EMERSON ELECTRIC CO COMMON 291011104 688 10,066 SH   SOLE   0 0 10,066
ENTERPRISE PRODUCTS PARTNERS COMMON 293792107 345 14,101 SH   SOLE   0 0 14,101
ENVISION HEALTHCARE CO COMMON 29414D100 30,747 800,067 SH   SOLE   51,700 0 748,367
EQUINIX INC COMMON 29444U700 63,101 150,909 SH   SOLE   11,128 0 139,781
EXPEDIA GROUP INC NEW COMMON 30212P303 37,947 343,688 SH   SOLE   24,100 0 319,588
EXPEDITORS INTL OF WASHINGTON COMMON 302130109 12,351 195,125 SH   SOLE   0 0 195,125
EXXON MOBIL CORP COMMON 30231G102 3,591 48,136 SH   SOLE   0 0 48,136
FACEBOOK INC CL A COMMON 30303M102 37,340 233,679 SH   SOLE   23,250 0 210,429
FEDEX CORP COMMON 31428X106 4,271 17,788 SH   SOLE   0 0 17,788
FIRST REPUBLIC BANK INC COMMON 33616C100 69,095 746,083 SH   SOLE   44,900 0 701,183
FORD MOTOR CO COMMON 345370860 34,124 3,079,742 SH   SOLE   0 0 3,079,742
FORTIVE CORP COMMON 34959J108 28,695 370,163 SH   SOLE   38,200 0 331,963
FORTUNE BRANDS HOME & SECURITY COMMON 34964C106 43,158 732,860 SH   SOLE   14,200 0 718,660
GENERAL ELECTRIC CO COMMON 369604103 2,010 149,135 SH   SOLE   0 0 149,135
GENERAL MOTORS CO COMMON 37045V100 87,314 2,402,686 SH   SOLE   97,500 0 2,305,186
GILEAD SCIENCES INC COMMON 375558103 929 12,327 SH   SOLE   0 0 12,327
GOLDMAN SACHS GROUP COMMON 38141G104 214 850 SH   SOLE   0 0 850
HARTCOURT COMPANIES INC NEW COMMON 416187201 0 10,000 SH   SOLE   0 0 10,000
HOLLYFRONTIER CORP COMMON 436106108 31,512 644,950 SH   SOLE   18,200 0 626,750
HOME DEPOT INC COMMON 437076102 1,821 10,216 SH   SOLE   0 0 10,216
HONEYWELL INTL INC COMMON 438516106 37,110 256,797 SH   SOLE   23,500 0 233,297
HP INC COMMON 40434L105 1,569 71,586 SH   SOLE   0 0 71,586
HUBBELL INC COMMON 443510607 491 4,030 SH   SOLE   0 0 4,030
HUDSONS BAY CO NEW COMMON 444218101 52,690 7,636,231 SH   SOLE   244,000 0 7,392,231
IAC INTERACTIVECORP COMMON 44919P508 91,319 583,957 SH   SOLE   32,900 0 551,057
ILLINOIS TOOL WORKS INC COMMON 452308109 19,097 121,899 SH   SOLE   2,500 0 119,399
ILLUMINA INC COMMON 452327109 103,643 438,384 SH   SOLE   20,700 0 417,684
INTEL CORP COMMON 458140100 48,595 933,077 SH   SOLE   22,510 0 910,567
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 33,320 217,168 SH   SOLE   15,500 0 201,668
ISTAR INC COMMON 45031U101 1,478 145,333 SH   SOLE   0 0 145,333
JOHNSON & JOHNSON COMMON 478160104 9,048 70,606 SH   SOLE   0 0 70,606
JPMORGAN CHASE & CO COMMON 46625H100 84,875 771,798 SH   SOLE   39,500 0 732,298
KANSAS CITY SOUTHERN NEW COMMON 485170302 20,197 183,857 SH   SOLE   600 0 183,257
KIMBERLY CLARK CORP COMMON 494368103 355 3,225 SH   SOLE   0 0 3,225
KRAFT HEINZ CO COMMON 500754106 206 3,313 SH   SOLE   0 0 3,313
L BRANDS INC COMMON 501797104 40,668 1,064,325 SH   SOLE   51,200 0 1,013,125
LAMAR ADVERTISING CO NEW CL A COMMON 512816109 1,539 24,175 SH   SOLE   0 0 24,175
LAUDER ESTEE COS INC CL A COMMON 518439104 11,527 76,987 SH   SOLE   8,500 0 68,487
LOCKHEED MARTIN CORP COMMON 539830109 269 797 SH   SOLE   0 0 797
LOWES COS INC COMMON 548661107 51,256 584,109 SH   SOLE   12,500 0 571,609
LUXOTTICA GROUP S P A SPONSORE COMMON 55068R202 549 8,845 SH   SOLE   0 0 8,845
MACYS INC COMMON 55616P104 62,515 2,102,043 SH   SOLE   76,700 0 2,025,343
MANHATTAN ASSOCIATES INC COMMON 562750109 39,880 952,248 SH   SOLE   56,000 0 896,248
MARATHON PETROLEUM CORP COMMON 56585A102 56,973 779,277 SH   SOLE   50,600 0 728,677
MARSH & MCLENNAN COMPANIES, IN COMMON 571748102 676 8,180 SH   SOLE   0 0 8,180
MARTIN MARIETTA MATERIALS INC COMMON 573284106 811 3,912 SH   SOLE   0 0 3,912
MASCO CORP COMMON 574599106 47,166 1,166,318 SH   SOLE   37,600 0 1,128,718
MASTERCARD INC CL A COMMON 57636Q104 81,308 464,192 SH   SOLE   28,900 0 435,292
MAXAR TECHNOLOGIES LTD COMMON 57778L103 47,628 1,029,797 SH   SOLE   51,632 0 978,165
MCCORMICK & CO INC COMMON 579780206 1,055 9,920 SH   SOLE   0 0 9,920
MCDONALD'S CORP COMMON 580135101 440 2,815 SH   SOLE   0 0 2,815
MERCK & CO INC NEW COMMON 58933Y105 28,139 516,601 SH   SOLE   13,000 0 503,601
METLIFE INC COMMON 59156R108 63,668 1,387,396 SH   SOLE   60,000 0 1,327,396
MICROCHIP TECHNOLOGY INC COMMON 595017104 939 10,274 SH   SOLE   0 0 10,274
MICROSOFT CORP COMMON 594918104 97,526 1,068,540 SH   SOLE   57,300 0 1,011,240
MONDELEZ INTL INC CL A COMMON 609207105 783 18,757 SH   SOLE   0 0 18,757
MONSTER BEVERAGE CORP COMMON 61174X109 401 7,005 SH   SOLE   0 0 7,005
MORGAN STANLEY NEW COMMON 617446448 39,362 729,459 SH   SOLE   57,000 0 672,459
NESTLE S A SPON ADR COMMON 641069406 53,846 681,868 SH   SOLE   31,300 0 650,568
NIELSEN HOLDINGS PLC COMMON G6518L108 8,646 271,965 SH   SOLE   26,000 0 245,965
NIKE INC CL B COMMON 654106103 428 6,436 SH   SOLE   0 0 6,436
NORDSTROM INC COMMON 655664100 21,462 443,330 SH   SOLE   0 0 443,330
NOVARTIS A G SPON ADR COMMON 66987V109 29,866 369,405 SH   SOLE   26,000 0 343,405
NVIDIA CORP COMMON 67066G104 54,593 235,733 SH   SOLE   25,000 0 210,733
ORACLE CORP COMMON 68389X105 59,715 1,305,249 SH   SOLE   70,800 0 1,234,449
PARK NATL CORP COMMON 700658107 220 2,123 SH   SOLE   0 0 2,123
PAYCHEX INC COMMON 704326107 213 3,451 SH   SOLE   0 0 3,451
PAYPAL HOLDINGS INC COMMON 70450Y103 51,738 681,932 SH   SOLE   18,200 0 663,732
PEPSICO INC COMMON 713448108 17,093 156,604 SH   SOLE   600 0 156,004
PFIZER INC COMMON 717081103 2,309 65,056 SH   SOLE   0 0 65,056
PHILIP MORRIS INTL INC COMMON 718172109 823 8,281 SH   SOLE   0 0 8,281
PHILLIPS 66 COMMON 718546104 254 2,646 SH   SOLE   0 0 2,646
PRAXAIR INC COMMON 74005P104 30,841 213,727 SH   SOLE   4,500 0 209,227
PREMIER INC CL A COMMON 74051N102 22,681 724,386 SH   SOLE   27,000 0 697,386
PROCTER & GAMBLE CO COMMON 742718109 3,147 39,700 SH   SOLE   0 0 39,700
PROLOGIS INC COMMON 74340W103 522 8,291 SH   SOLE   0 0 8,291
PRUDENTIAL FINANCIAL INC COMMON 744320102 71,919 694,536 SH   SOLE   31,900 0 662,636
QUALCOMM INC COMMON 747525103 85,011 1,534,212 SH   SOLE   64,200 0 1,470,012
RAYTHEON CO NEW COMMON 755111507 414 1,916 SH   SOLE   0 0 1,916
REINSURANCE GROUP AMERICA NEW COMMON 759351604 12,919 83,892 SH   SOLE   400 0 83,492
REXNORD CORP NEW COMMON 76169B102 3,686 124,205 SH   SOLE   0 0 124,205
SANOFI SPONSORED ADR COMMON 80105N105 770 19,216 SH   SOLE   0 0 19,216
SCHLUMBERGER LTD COMMON 806857108 6,487 100,137 SH   SOLE   0 0 100,137
SIMON PROPERTY GROUP NEW COMMON 828806109 32,056 207,683 SH   SOLE   12,400 0 195,283
SMUCKER J M CO COMMON 832696405 40,281 324,817 SH   SOLE   19,000 0 305,817
SOLUCORP INDUSTRIES LTD COMMON 83437C102 0 17,000 SH   SOLE   0 0 17,000
SOUTHWEST AIRLINES CO COMMON 844741108 37,041 646,671 SH   SOLE   1,200 0 645,471
SS&C TECHNOLOGIES HOLDING COMMON 78467J100 1,858 34,645 SH   SOLE   0 0 34,645
STANLEY BLACK & DECKER COMMON 854502101 11,453 74,759 SH   SOLE   5,000 0 69,759
STARBUCKS CORP COMMON 855244109 1,771 30,590 SH   SOLE   0 0 30,590
STERICYCLE INC COMMON 858912108 648 11,071 SH   SOLE   0 0 11,071
STRATASYS LTD SHS COMMON M85548101 22,747 1,127,215 SH   SOLE   44,000 0 1,083,215
STRYKER CORP COMMON 863667101 285 1,770 SH   SOLE   0 0 1,770
SUN COMMUNITIES INC COMMON 866674104 274 3,000 SH   SOLE   0 0 3,000
SVB FINL GROUP COMMON 78486Q101 2,820 11,750 SH   SOLE   1,200 0 10,550
SYNCHRONY FINANCIAL COMMON 87165B103 65,768 1,961,467 SH   SOLE   82,482 0 1,878,985
TARGET CORP COMMON 87612E106 242 3,484 SH   SOLE   0 0 3,484
TD AMERITRADE HOLDING CORP COMMON 87236Y108 16,966 286,437 SH   SOLE   1,000 0 285,437
TEGNA INC COMMON 87901J105 250 21,954 SH   SOLE   0 0 21,954
TELUS CORP COMMON 87971M103 788 22,400 SH   SOLE   0 0 22,400
THERMO FISHER SCIENTIFIC COMMON 883556102 72,953 353,351 SH   SOLE   28,900 0 324,451
TIME WARNER INC NEW COMMON 887317303 296 3,128 SH   SOLE   0 0 3,128
TRANSDIGM GROUP INC COMMON 893641100 684 2,230 SH   SOLE   0 0 2,230
TRUSTCO BK CORP N Y COMMON 898349105 101 12,000 SH   SOLE   0 0 12,000
ULTA BEAUTY INC COMMON 90384S303 1,666 8,154 SH   SOLE   0 0 8,154
UNILEVER N.V. (NY SHS) COMMON 904784709 4,619 81,912 SH   SOLE   0 0 81,912
UNION PACIFIC CORP COMMON 907818108 899 6,691 SH   SOLE   0 0 6,691
UNITED CONTINENTAL HOLDINGS IN COMMON 910047109 89,351 1,286,180 SH   SOLE   58,200 0 1,227,980
UNITED PARCEL SERVICE CL B COMMON 911312106 891 8,510 SH   SOLE   0 0 8,510
UNITED RENTALS INC COMMON 911363109 4,103 23,753 SH   SOLE   0 0 23,753
UNITED TECHNOLOGIES CORP COMMON 913017109 1,808 14,369 SH   SOLE   0 0 14,369
UNITEDHEALTH GROUP INC COMMON 91324P102 597 2,788 SH   SOLE   0 0 2,788
US BANCORP NEW COMMON 902973304 68,164 1,349,778 SH   SOLE   63,500 0 1,286,278
V F CORP COMMON 918204108 43,766 590,477 SH   SOLE   9,000 0 581,477
VALERO ENERGY CORP COMMON 91913Y100 51,204 551,950 SH   SOLE   30,100 0 521,850
VERISK ANALYTICS INC COMMON 92345Y106 45,484 437,345 SH   SOLE   30,500 0 406,845
VERIZON COMMUNICATIONS INC COMMON 92343V104 1,595 33,348 SH   SOLE   0 0 33,348
VISA INC CL A COMMON 92826C839 89,044 744,392 SH   SOLE   43,000 0 701,392
VODAFONE GROUP PLC NEW SPNSR A COMMON 92857W308 318 11,429 SH   SOLE   0 0 11,429
VULCAN MATERIALS CO COMMON 929160109 7,554 66,167 SH   SOLE   0 0 66,167
WABCO HOLDINGS INC COMMON 92927K102 201 1,500 SH   SOLE   0 0 1,500
WASTE MANAGEMENT INC COMMON 94106L109 635 7,554 SH   SOLE   0 0 7,554
WELLS FARGO & CO NEW COMMON 949746101 1,982 37,819 SH   SOLE   0 0 37,819
XPO LOGISTICS INC COMMON 983793100 91,124 895,041 SH   SOLE   60,000 0 835,041
YELP INC CL A COMMON 985817105 19,767 473,471 SH   SOLE   18,500 0 454,971
YUM BRANDS INC COMMON 988498101 34,906 410,027 SH   SOLE   9,500 0 400,527
YUM CHINA HOLDINGS INC COMMON 98850P109 10,115 243,740 SH   SOLE   0 0 243,740
ZIONS BANCORPORATION COMMON 989701107 12,426 235,658 SH   SOLE   1,200 0 234,458
ZOETIS INC CL A COMMON 98978V103 24,730 296,135 SH   SOLE   10,000 0 286,135