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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 282 100 SH   SOLE   100 0 0
3M Company COM 88579y101 261 1,327 SH   SOLE   1,327 0 0
ANI Pharmaceuticals, Inc. COM 00182c103 2,400 35,935 SH   SOLE   35,935 0 0
AbbVie Inc. COM 00287y109 321 3,460 SH   SOLE   3,460 0 0
Abraxas Petroleum Corp COM 003830106 5,007 1,732,440 SH   SOLE   1,732,440 0 0
Agilent Technologies Inc. COM 00846u101 821 13,280 SH   SOLE   13,280 0 0
Allison Transmission Holdings, COM 01973r101 871 21,510 SH   SOLE   21,510 0 0
Alphabet Inc. Class A COM 02079k305 99,391 88,020 SH   SOLE   87,392 0 628
Alphabet Inc. Class C COM 02079k107 45,719 40,980 SH   SOLE   40,632 0 348
Amedisys, Inc COM 023436108 929 10,876 SH   SOLE   10,876 0 0
American Renal Associates Hold COM 029227105 1,968 124,825 SH   SOLE   124,825 0 0
Amneal Pharmaceuticals, Inc. COM 03168l105 888 54,085 SH   SOLE   54,085 0 0
Amphastar Pharmaceuticals, Inc COM 03209r103 3,598 235,775 SH   SOLE   235,775 0 0
Apple Inc. COM 037833100 67,352 363,848 SH   SOLE   361,148 0 2,700
AptarGroup, Inc. COM 038336103 807 8,647 SH   SOLE   8,647 0 0
Asure Software, Inc. COM 04649u102 4,115 258,020 SH   SOLE   258,020 0 0
Automatic Data Processing COM 053015103 657 4,900 SH   SOLE   4,900 0 0
Axalta Coating Systems Ltd. COM g0750c108 605 19,945 SH   SOLE   19,945 0 0
B. Riley Financial, Inc. COM 05580m108 3,355 148,783 SH   SOLE   148,783 0 0
Baxter International Inc. COM 071813109 95,123 1,288,236 SH   SOLE   1,278,436 0 9,800
Berkshire Hathaway Cl B COM 084670702 984 5,272 SH   SOLE   5,272 0 0
Biogen Inc. COM 09062x103 37,099 127,822 SH   SOLE   126,852 0 970
Boise Cascade Corp COM 09739d100 4,306 96,335 SH   SOLE   96,335 0 0
Boston Scientific Corporation COM 101137107 42,275 1,292,813 SH   SOLE   1,283,063 0 9,750
Bright Horizons Family Solutio COM 109194100 1,029 10,035 SH   SOLE   10,035 0 0
Bristol-Myers Squibb Company COM 110122108 63,779 1,152,488 SH   SOLE   1,146,388 0 6,100
CBS Corporation COM 124857202 596 10,600 SH   SOLE   10,600 0 0
CDW Corporation COM 12514g108 1,279 15,835 SH   SOLE   15,835 0 0
Callaway Golf COM 131193104 2,982 157,200 SH   SOLE   157,200 0 0
Canadian Pac Ltd New COM 13645t100 293 1,600 SH   SOLE   1,600 0 0
Carbonite Inc. COM 141337105 4,591 131,540 SH   SOLE   131,540 0 0
Carpenter Technology COM 144285103 3,801 72,295 SH   SOLE   72,295 0 0
Catalent, Inc. COM 148806102 793 18,926 SH   SOLE   18,926 0 0
Chemical Financial Corporation COM 163731102 2,463 44,238 SH   SOLE   44,238 0 0
Chevron Corp COM 166764100 23,079 182,545 SH   SOLE   182,545 0 0
Ciena Corporation COM 171779309 873 32,921 SH   SOLE   32,921 0 0
Cigna Corp COM 125509109 726 4,271 SH   SOLE   4,271 0 0
Cintas Corporation COM 172908105 1,332 7,195 SH   SOLE   7,195 0 0
Cisco Systems, Inc. COM 17275R102 11,314 262,936 SH   SOLE   262,936 0 0
Cognizant Technology Solutions COM 192446102 66,452 841,265 SH   SOLE   834,915 0 6,350
Columbia Sportswear Company COM 198516106 3,065 33,505 SH   SOLE   33,505 0 0
Commerce Bancshares Inc. COM 200525103 228 3,522 SH   SOLE   3,522 0 0
ConocoPhillips COM 20825c104 85,357 1,226,047 SH   SOLE   1,219,847 0 6,200
Consolidated-Tomoka Land Co COM 210226106 1,732 28,165 SH   SOLE   28,165 0 0
Continental Resources, Inc. COM 212015101 838 12,933 SH   SOLE   12,933 0 0
Copart, Inc. COM 217204106 1,027 18,153 SH   SOLE   18,153 0 0
Cousins Properties, Inc. COM 222795106 3,076 317,450 SH   SOLE   317,450 0 0
Cutera, Inc. COM 232109108 2,990 74,195 SH   SOLE   74,195 0 0
Cypress Semiconductor Corporat COM 232806109 8,767 562,715 SH   SOLE   562,715 0 0
Danaher Corp. COM 235851102 61,625 624,494 SH   SOLE   619,801 0 4,693
Darden Restaurants, Inc. COM 237194105 892 8,335 SH   SOLE   8,335 0 0
Discover Financial Services COM 254709108 855 12,138 SH   SOLE   12,138 0 0
DowDuPont Inc. COM 26078j100 80,211 1,216,791 SH   SOLE   1,210,191 0 6,600
Ducommun Incorporated COM 264147109 1,186 35,830 SH   SOLE   35,830 0 0
ETrade Financial Corporation COM 269246401 60,224 984,692 SH   SOLE   977,392 0 7,300
EZCorp, Inc. COM 302301106 2,325 192,905 SH   SOLE   192,905 0 0
Eastman Chemical Co. COM 277432100 17,267 172,741 SH   SOLE   172,741 0 0
Eaton Corporation PLC COM g29183103 19,309 258,350 SH   SOLE   258,350 0 0
Emerson Electric Co. COM 291011104 20,321 293,915 SH   SOLE   293,915 0 0
Estee Lauder COM 518439104 285 2,000 SH   SOLE   2,000 0 0
Evercore Inc. COM 29977a105 938 8,892 SH   SOLE   8,892 0 0
Evolution Petroleum Corporatio COM 30049a107 1,894 192,283 SH   SOLE   192,283 0 0
Exxon Mobil Corp COM 30231G102 598 7,226 SH   SOLE   7,226 0 0
FARO Technologies, Inc. COM 311642102 1,584 29,140 SH   SOLE   29,140 0 0
FLIR Systems, Inc. COM 302445101 63,948 1,230,485 SH   SOLE   1,221,185 0 9,300
FMC Corp. COM 302491303 854 9,573 SH   SOLE   9,573 0 0
Facebook, Inc. COM 30303m102 63,153 324,997 SH   SOLE   322,527 0 2,470
Federal Agricultural Mortgage COM 313148306 2,922 32,651 SH   SOLE   32,651 0 0
Ferro Corporation COM 315405100 3,454 165,660 SH   SOLE   165,660 0 0
First Data Corporation COM 32008d106 53,331 2,548,065 SH   SOLE   2,528,615 0 19,450
First Internet Bancorp COM 320557101 4,882 143,180 SH   SOLE   143,180 0 0
Flotek Industries Inc. COM 343389102 566 175,175 SH   SOLE   175,175 0 0
Fortinet Inc. COM 34959e109 7,228 115,779 SH   SOLE   115,779 0 0
Fortive Corporation COM 34959j108 75,027 972,985 SH   SOLE   965,639 0 7,346
G-III Apparel Group LTD COM 36237h101 4,328 97,485 SH   SOLE   97,485 0 0
General Dynamics Corp COM 369550108 802 4,300 SH   SOLE   4,300 0 0
General Electric Company COM 369604103 7,766 570,634 SH   SOLE   570,634 0 0
General Mills, Inc. COM 370334104 13,621 307,745 SH   SOLE   307,745 0 0
Gilead Sciences, Inc. COM 375558103 13,949 196,904 SH   SOLE   196,904 0 0
Globus Medical, Inc. COM 379577208 4,691 92,960 SH   SOLE   92,960 0 0
Golden Entertainment, Inc. COM 381013101 1,085 40,215 SH   SOLE   40,215 0 0
Granite Construction Inc. COM 387328107 3,408 61,220 SH   SOLE   61,220 0 0
Gray Television Inc COM 389375106 1,004 63,560 SH   SOLE   63,560 0 0
HCA Healthcare Inc. COM 40412c101 721 7,025 SH   SOLE   7,025 0 0
HD Supply Holdings, Inc. COM 40416m105 48,321 1,126,615 SH   SOLE   1,117,965 0 8,650
Health Insurance Innovations I COM 42225k106 4,131 127,700 SH   SOLE   127,700 0 0
Helen of Troy Ltd. COM G4388N106 866 8,792 SH   SOLE   8,792 0 0
Heritage Insurance Holdings, I COM 42727j102 1,099 65,907 SH   SOLE   65,907 0 0
Hibbett Sports, Inc. COM 428567101 2,979 130,095 SH   SOLE   130,095 0 0
Home Depot COM 437076102 810 4,151 SH   SOLE   4,151 0 0
Huntington Ingalls Industries COM 446413106 707 3,261 SH   SOLE   3,261 0 0
Huntsman Corporation COM 447011107 40,241 1,378,130 SH   SOLE   1,367,780 0 10,350
Hyster-Yale Materials COM 449172105 2,819 43,880 SH   SOLE   43,880 0 0
II-VI Incorporated COM 902104108 3,629 83,515 SH   SOLE   83,515 0 0
Intel Corp. COM 458140100 21,930 441,164 SH   SOLE   441,164 0 0
International Business Machine COM 459200101 344 2,463 SH   SOLE   2,463 0 0
JP Morgan Chase & Co. COM 46625H100 108,504 1,041,302 SH   SOLE   1,036,002 0 5,300
Johnson & Johnson COM 478160104 1,710 14,091 SH   SOLE   14,091 0 0
Johnson Outdoors Inc COM 479167108 1,899 22,460 SH   SOLE   22,460 0 0
Kennametal Inc COM 489170100 670 18,667 SH   SOLE   18,667 0 0
Korn/Ferry International COM 500643200 3,196 51,600 SH   SOLE   51,600 0 0
LGI Homes, Inc. COM 50187t106 1,638 28,375 SH   SOLE   28,375 0 0
Las Vegas Sands Corp. COM 517834107 25,096 328,647 SH   SOLE   328,647 0 0
Legget & Platt COM 524660107 577 12,917 SH   SOLE   12,917 0 0
Lennox International Inc. COM 526107107 853 4,261 SH   SOLE   4,261 0 0
Limbach Holdings, Inc. COM 53263p105 1,314 111,180 SH   SOLE   111,180 0 0
Lincoln National Corporation COM 534187109 728 11,701 SH   SOLE   11,701 0 0
Lindblad Expeditions Holdings, COM 535219109 2,535 191,345 SH   SOLE   191,345 0 0
Lockheed Martin Corporation COM 539830109 1,512 5,117 SH   SOLE   5,117 0 0
Lumentum Holdings Inc. COM 55024u109 5,171 89,315 SH   SOLE   89,315 0 0
Manitex International Inc. COM 563420108 274 21,921 SH   SOLE   21,921 0 0
Marriott Vacations Worldwide C COM 57164y107 706 6,246 SH   SOLE   6,246 0 0
Marten Transport, Ltd. COM 573075108 2,910 124,095 SH   SOLE   124,095 0 0
Marvell Technology Group LTD COM g5876h105 110,040 5,132,477 SH   SOLE   5,102,527 0 29,950
Masco Corporation COM 574599106 70,624 1,887,342 SH   SOLE   1,873,192 0 14,150
Mastec, Inc. COM 576323109 5,857 115,410 SH   SOLE   115,410 0 0
Mastercard, Inc. COM 57636q104 81,056 412,456 SH   SOLE   409,356 0 3,100
McDonald's Corporation COM 580135101 307 1,960 SH   SOLE   1,960 0 0
Merit Medical Systems, Inc. COM 589889104 5,091 99,440 SH   SOLE   99,440 0 0
Metlife Inc. COM 59156r108 12,196 279,730 SH   SOLE   279,730 0 0
Microsoft Corp. COM 594918104 22,637 229,565 SH   SOLE   229,565 0 0
Monarch Casino & Resort, Inc. COM 609027107 2,860 64,937 SH   SOLE   64,937 0 0
NVIDIA Corporation COM 67066g104 1,352 5,705 SH   SOLE   5,705 0 0
NVR, Inc. COM 62944t105 1,280 431 SH   SOLE   431 0 0
NetApp, Inc. COM 64110d104 1,335 16,995 SH   SOLE   16,995 0 0
Nexeo Solutions, Inc. COM 65342h102 1,112 121,750 SH   SOLE   121,750 0 0
Nuance Communications, Inc. COM 67020y100 433 31,205 SH   SOLE   31,205 0 0
ON Semiconductor Corp. COM 682189105 37,466 1,684,981 SH   SOLE   1,672,231 0 12,750
Occidental Petroleum Corp. COM 674599105 30,122 359,961 SH   SOLE   359,961 0 0
OneMain Holdgins, Inc. COM 68268w103 3,515 105,590 SH   SOLE   105,590 0 0
Orthofix Medical Inc. COM 68752m108 3,689 64,930 SH   SOLE   64,930 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 4,846 127,030 SH   SOLE   127,030 0 0
Pentair PLC COM g7s00t104 24,113 573,026 SH   SOLE   568,676 0 4,350
PepsiCo, Inc. COM 713448108 21,297 195,615 SH   SOLE   195,615 0 0
PetIQ, Inc. COM 71639t106 4,078 151,810 SH   SOLE   151,810 0 0
Pfizer Inc. COM 717081103 22,916 631,631 SH   SOLE   631,631 0 0
Philip Morris International COM 718172109 218 2,705 SH   SOLE   2,705 0 0
Phillips 66 COM 718546104 303 2,700 SH   SOLE   2,700 0 0
Planet Fitness, Inc. COM 72703h101 4,308 98,040 SH   SOLE   98,040 0 0
Post Holdings, Inc. COM 737446104 70,506 819,646 SH   SOLE   813,436 0 6,210
Premier, Inc. COM 74051n102 4,063 111,675 SH   SOLE   111,675 0 0
Principal Financial Group, Inc COM 74251v102 21,192 400,221 SH   SOLE   400,221 0 0
ProPetro Holding Corp. COM 74347m108 2,755 175,680 SH   SOLE   175,680 0 0
Procter & Gamble COM 742718109 9,323 119,431 SH   SOLE   119,431 0 0
Prudential Financial Inc. COM 744320102 18,729 200,294 SH   SOLE   200,294 0 0
Quanta Services, Inc. COM 74762e102 4,058 121,500 SH   SOLE   121,500 0 0
Radian Group, Inc. COM 750236101 734 45,250 SH   SOLE   45,250 0 0
Red Hat, Inc. COM 756577102 55,531 413,268 SH   SOLE   410,148 0 3,120
Regional Management Corp COM 75902k106 2,880 82,250 SH   SOLE   82,250 0 0
Reliance Steel & Aluminum Co. COM 759509102 693 7,922 SH   SOLE   7,922 0 0
Robert Half International, Inc COM 770323103 49,785 764,740 SH   SOLE   758,990 0 5,750
ServiceMaster Global Holdings COM 81761r109 998 16,785 SH   SOLE   16,785 0 0
Solaris Oilfield Infrastructur COM 83418m103 1,328 92,930 SH   SOLE   92,930 0 0
South State Corporation COM 840441109 2,091 24,245 SH   SOLE   24,245 0 0
Sterling Bancorp COM 85917a100 4,424 188,255 SH   SOLE   188,255 0 0
Sterling Construction Company, COM 859241101 3,019 231,680 SH   SOLE   231,680 0 0
Summit Financial Group, Inc. COM 86606g101 2,435 90,730 SH   SOLE   90,730 0 0
Summit Materials, Inc. COM 86614u100 3,043 115,940 SH   SOLE   115,940 0 0
SunTrust Banks, Inc. COM 867914103 81,044 1,227,572 SH   SOLE   1,220,772 0 6,800
Supernus Pharmaceuticals Inc. COM 868459108 4,547 75,970 SH   SOLE   75,970 0 0
T.Rowe Price Group Inc. COM 74144T108 22,970 197,866 SH   SOLE   197,866 0 0
TRI Pointe Group, Inc. COM 87265h109 2,246 137,260 SH   SOLE   137,260 0 0
Target Corporation COM 87612e106 92,270 1,212,165 SH   SOLE   1,205,315 0 6,850
The Boeing Company COM 097023105 16,418 48,933 SH   SOLE   48,933 0 0
The Southern Company COM 842587107 12,287 265,319 SH   SOLE   265,319 0 0
Travelers Companies, Inc. COM 89417e109 422 3,446 SH   SOLE   3,446 0 0
Travelport Worldwide Limited COM G9019d104 2,738 147,693 SH   SOLE   147,693 0 0
Triton International Limited o COM g9078f107 3,569 116,400 SH   SOLE   116,400 0 0
Turning Point Brands, Inc. COM 90041l105 4,212 132,030 SH   SOLE   132,030 0 0
U.S. Bancorp COM 902973304 1,006 20,111 SH   SOLE   20,111 0 0
UFP Technologies, Inc. COM 902673102 2,460 79,742 SH   SOLE   79,742 0 0
US Concrete Inc. COM 90333l201 1,568 29,870 SH   SOLE   29,870 0 0
United Rentals, Inc. COM 911363109 947 6,414 SH   SOLE   6,414 0 0
Universal Forest Products, Inc COM 913543104 776 21,185 SH   SOLE   21,185 0 0
Universal Logistics Holdings, COM 91388p105 800 30,471 SH   SOLE   30,471 0 0
Upland Software Inc. COM 91544a109 3,544 103,105 SH   SOLE   103,105 0 0
V.F. Corporation COM 918204108 53,894 661,115 SH   SOLE   657,365 0 3,750
Valmont Industries COM 920253101 646 4,285 SH   SOLE   4,285 0 0
Verizon Communications COM 92343v104 9,625 191,307 SH   SOLE   191,307 0 0
Visteon Corporation COM 92839u206 1,107 8,565 SH   SOLE   8,565 0 0
Vonage Holdings Corporation COM 92886t201 4,361 338,325 SH   SOLE   338,325 0 0
Walker & Dunlop Inc. COM 93148p102 3,716 66,770 SH   SOLE   66,770 0 0
Walmart, Inc. COM 931142103 591 6,900 SH   SOLE   6,900 0 0
Walt Disney Co. COM 254687106 708 6,758 SH   SOLE   6,758 0 0
Wells Fargo & Co. COM 949746101 21,671 390,887 SH   SOLE   390,887 0 0
Williams-Sonoma, Inc. COM 969904101 36,459 593,985 SH   SOLE   590,485 0 3,500
Wintrust Financial Corporation COM 97650w108 7,562 86,865 SH   SOLE   86,865 0 0
Worldpay Inc. COM 981558109 941 11,512 SH   SOLE   11,512 0 0
Wynn Resorts Ltd. COM 983134107 39,155 233,984 SH   SOLE   232,204 0 1,780
Xilinx Inc. COM 983919101 736 11,275 SH   SOLE   11,275 0 0
Zebra Technologies Corp-CL A COM 989207105 871 6,081 SH   SOLE   6,081 0 0
iCAD, Inc. COM 44934s206 624 204,742 SH   SOLE   204,742 0 0
iShares Core MSCI EAFE ETF COM 46432f842 207 3,265 SH   SOLE   3,265 0 0
iShares Core MSCI Emerging Mar COM 46434g103 375 7,150 SH   SOLE   7,150 0 0
iShares International Select D COM 464288448 364 11,360 SH   SOLE   11,360 0 0
nVent Electric plc COM g6700g107 14,416 574,356 SH   SOLE   570,006 0 4,350