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 3,270 16,621 SH   SOLE   0 0 16,621
ABBOTT LABORATORIES COMMON 002824100 1,625 26,637 SH   SOLE   0 0 26,637
ABBVIE INC COMMON 00287Y109 1,472 15,892 SH   SOLE   0 0 15,892
ACCENTURE PLC IRELAND SHS CLAS COMMON G1151C101 17,133 104,729 SH   SOLE   2,300 0 102,429
ADOBE SYSTEMS INC COMMON 00724F101 7,854 32,213 SH   SOLE   0 0 32,213
AIR LEASE CORP CL A COMMON 00912X302 51,660 1,230,889 SH   SOLE   66,100 0 1,164,789
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 2,607 16,738 SH   SOLE   0 0 16,738
ALIBABA GROUP HOLDINGS LTD SPO COMMON 01609W102 2,963 15,972 SH   SOLE   0 0 15,972
ALPHABET INC CAP STK CL A COMMON 02079K305 40,612 35,966 SH   SOLE   2,900 0 33,066
ALPHABET INC CAP STK CL C COMMON 02079K107 75,170 67,377 SH   SOLE   3,076 0 64,301
ALTABA INC COMMON 021346101 20,147 275,200 SH   SOLE   0 0 275,200
ALTRIA GROUP INC COMMON 02209S103 972 17,107 SH   SOLE   0 0 17,107
AMAZON.COM INC COMMON 023135106 2,709 1,594 SH   SOLE   0 0 1,594
AMERICAN AIRLINES GROUP INC COMMON 02376R102 11,054 291,212 SH   SOLE   40,000 0 251,212
AMERICAN EXPRESS CO COMMON 025816109 57,906 590,873 SH   SOLE   38,000 0 552,873
AMERICAN INTL GROUP NEW COMMON 026874784 3,557 67,087 SH   SOLE   0 0 67,087
AMERICAN TOWER CORP REIT COMMON 03027X100 23,722 164,542 SH   SOLE   6,000 0 158,542
AMGEN INC COMMON 031162100 17,468 94,631 SH   SOLE   0 0 94,631
ANTHRACITE CAP INC COMMON 037023108 0 13,772 SH   SOLE   0 0 13,772
APACHE CORP COMMON 037411105 6,311 135,000 SH   SOLE   0 0 135,000
APPLE INC COMMON 037833100 11,780 63,636 SH   SOLE   0 0 63,636
APTIV PLC SHS COMMON G6095L109 79,161 863,925 SH   SOLE   56,900 0 807,025
ARCONIC INC COMMON 03965L100 38,829 2,282,690 SH   SOLE   117,333 0 2,165,357
AT&T INC COMMON 00206R102 928 28,899 SH   SOLE   0 0 28,899
AUTOMATIC DATA PROCESSING COMMON 053015103 1,520 11,329 SH   SOLE   0 0 11,329
AUTOZONE, INC COMMON 053332102 268 400 SH   SOLE   0 0 400
AVALONBAY COMMUNITIES INC COMMON 053484101 718 4,175 SH   SOLE   0 0 4,175
BANK OF AMERICA CORP COMMON 060505104 47,672 1,691,082 SH   SOLE   102,800 0 1,588,282
BANKUNITED INC COMMON 06652K103 72,546 1,775,909 SH   SOLE   89,200 0 1,686,709
BB&T CORP COMMON 054937107 65,020 1,289,063 SH   SOLE   23,500 0 1,265,563
BECTON DICKINSON & CO COMMON 075887109 511 2,135 SH   SOLE   0 0 2,135
BERKSHIRE HATHAWAY INC CL B NE COMMON 084670702 1,992 10,671 SH   SOLE   0 0 10,671
BLACKROCK INC COMMON 09247X101 325 651 SH   SOLE   0 0 651
BLACKSTONE GROUP L P UNIT LTD COMMON 09253U108 40,117 1,247,045 SH   SOLE   80,750 0 1,166,295
BOEING CO COMMON 097023105 724 2,159 SH   SOLE   0 0 2,159
BORG WARNER INC COMMON 099724106 49,894 1,156,017 SH   SOLE   20,400 0 1,135,617
BRISTOL-MYERS SQUIBB CO COMMON 110122108 65,758 1,188,246 SH   SOLE   58,300 0 1,129,946
CAMBRIDGE HEART INC COMMON 131910101 0 302,350 SH   SOLE   0 0 302,350
CARS.COM INC COMMON 14575E105 377 13,271 SH   SOLE   0 0 13,271
CATERPILLAR INC COMMON 149123101 1,032 7,609 SH   SOLE   0 0 7,609
CELGENE CORP COMMON 151020104 60,039 755,964 SH   SOLE   35,200 0 720,764
CERNER CORP COMMON 156782104 62,600 1,046,990 SH   SOLE   52,000 0 994,990
CHARLES SCHWAB CORP NEW COMMON 808513105 20,732 405,713 SH   SOLE   1,300 0 404,413
CHEVRON CORP NEW COMMON 166764100 7,142 56,491 SH   SOLE   0 0 56,491
CHUBB LIMITED COMMON H1467J104 2,856 22,487 SH   SOLE   0 0 22,487
CISCO SYSTEMS INC COMMON 17275R102 77,725 1,806,289 SH   SOLE   81,500 0 1,724,789
CITIGROUP INC NEW COMMON 172967424 19,972 298,442 SH   SOLE   0 0 298,442
COCA-COLA CO COMMON 191216100 7,011 159,838 SH   SOLE   0 0 159,838
COLGATE PALMOLIVE CO COMMON 194162103 3,111 47,998 SH   SOLE   0 0 47,998
COMCAST CORP CL A COMMON 20030N101 15,775 480,802 SH   SOLE   63,580 0 417,222
CONOCOPHILLIPS COMMON 20825C104 213 3,066 SH   SOLE   0 0 3,066
CONSOLIDATED EDISON INC COMMON 209115104 245 3,135 SH   SOLE   0 0 3,135
CORE LABORATORIES N V COMMON N22717107 2,696 21,365 SH   SOLE   0 0 21,365
CORNING INC COMMON 219350105 1,083 39,380 SH   SOLE   0 0 39,380
COSTCO WHOLESALE CORP NEW COMMON 22160K105 994 4,756 SH   SOLE   0 0 4,756
DANAHER CORP DEL COMMON 235851102 53,173 538,841 SH   SOLE   40,300 0 498,541
DANONE SPONSORED ADR COMMON 23636T100 172 11,700 SH   SOLE   0 0 11,700
DEERE & CO COMMON 244199105 413 2,951 SH   SOLE   0 0 2,951
DELPHI TECHNOLOGIES PLC SHS COMMON G2709G107 26,760 588,656 SH   SOLE   37,300 0 551,356
DELTA AIR LINES INC COMMON 247361702 99,907 2,016,700 SH   SOLE   105,500 0 1,911,200
DENTSPLY SIRONA INC COMMON 24906P109 46,483 1,061,984 SH   SOLE   21,000 0 1,040,984
DIAGEO PLC ADR COMMON 25243Q205 67,257 467,031 SH   SOLE   24,200 0 442,831
DISCOVERY INC SER A COMMON 25470F104 1,928 70,114 SH   SOLE   0 0 70,114
DISCOVERY INC SER C COMMON 25470F302 64,324 2,522,502 SH   SOLE   119,000 0 2,403,502
DISNEY (WALT) CO COMMON 254687106 12,190 116,302 SH   SOLE   500 0 115,802
DOWDUPONT INC COMMON 26078J100 1,382 20,965 SH   SOLE   0 0 20,965
EBAY INC COMMON 278642103 4,661 128,531 SH   SOLE   0 0 128,531
ECOLAB INC COMMON 278865100 26,902 191,703 SH   SOLE   7,000 0 184,703
EMERSON ELECTRIC CO COMMON 291011104 658 9,516 SH   SOLE   0 0 9,516
ENTERPRISE PRODUCTS PARTNERS COMMON 293792107 457 16,501 SH   SOLE   0 0 16,501
ENVISION HEALTHCARE CO COMMON 29414D100 30,269 687,772 SH   SOLE   51,700 0 636,072
EOG RESOURCES INC COMMON 26875P101 2,772 22,276 SH   SOLE   0 0 22,276
EQUINIX INC COMMON 29444U700 70,327 163,593 SH   SOLE   11,178 0 152,415
EXPEDIA GROUP INC NEW COMMON 30212P303 42,815 356,224 SH   SOLE   24,100 0 332,124
EXPEDITORS INTL OF WASHINGTON COMMON 302130109 13,919 190,410 SH   SOLE   0 0 190,410
EXXON MOBIL CORP COMMON 30231G102 4,324 52,268 SH   SOLE   0 0 52,268
FACEBOOK INC CL A COMMON 30303M102 49,346 253,944 SH   SOLE   23,250 0 230,694
FEDEX CORP COMMON 31428X106 3,843 16,923 SH   SOLE   0 0 16,923
FIRST REPUBLIC BANK INC COMMON 33616C100 78,186 807,790 SH   SOLE   44,900 0 762,890
FORD MOTOR CO COMMON 345370860 26,910 2,430,864 SH   SOLE   0 0 2,430,864
FORTIVE CORP COMMON 34959J108 29,172 378,318 SH   SOLE   38,200 0 340,118
FORTUNE BRANDS HOME & SECURITY COMMON 34964C106 46,844 872,485 SH   SOLE   14,800 0 857,685
GENERAL ELECTRIC CO COMMON 369604103 744 54,680 SH   SOLE   0 0 54,680
GENERAL MOTORS CO COMMON 37045V100 96,423 2,447,295 SH   SOLE   97,500 0 2,349,795
GILEAD SCIENCES INC COMMON 375558103 856 12,077 SH   SOLE   0 0 12,077
GOLDMAN SACHS GROUP COMMON 38141G104 216 980 SH   SOLE   0 0 980
HARTCOURT COMPANIES INC NEW COMMON 416187201 0 10,000 SH   SOLE   0 0 10,000
HOLLYFRONTIER CORP COMMON 436106108 8,690 126,998 SH   SOLE   6,000 0 120,998
HOME DEPOT INC COMMON 437076102 1,978 10,140 SH   SOLE   0 0 10,140
HONEYWELL INTL INC COMMON 438516106 37,279 258,794 SH   SOLE   23,500 0 235,294
HP INC COMMON 40434L105 932 41,076 SH   SOLE   0 0 41,076
HUBBELL INC COMMON 443510607 422 3,994 SH   SOLE   0 0 3,994
HUDSONS BAY CO NEW COMMON 444218101 75,888 8,544,914 SH   SOLE   244,000 0 8,300,914
IAC INTERACTIVECORP COMMON 44919P508 87,082 571,069 SH   SOLE   32,900 0 538,169
ILLINOIS TOOL WORKS INC COMMON 452308109 16,149 116,569 SH   SOLE   2,500 0 114,069
ILLUMINA INC COMMON 452327109 118,174 423,123 SH   SOLE   20,650 0 402,473
INTEL CORP COMMON 458140100 43,757 880,255 SH   SOLE   21,510 0 858,745
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 38,240 273,726 SH   SOLE   15,500 0 258,226
ISTAR INC COMMON 45031U101 1,399 129,633 SH   SOLE   0 0 129,633
JOHNSON & JOHNSON COMMON 478160104 8,343 68,753 SH   SOLE   0 0 68,753
JPMORGAN CHASE & CO COMMON 46625H100 83,028 796,809 SH   SOLE   39,500 0 757,309
KANSAS CITY SOUTHERN NEW COMMON 485170302 20,188 190,529 SH   SOLE   600 0 189,929
KIMBERLY CLARK CORP COMMON 494368103 308 2,925 SH   SOLE   0 0 2,925
KRAFT HEINZ CO COMMON 500754106 292 4,655 SH   SOLE   0 0 4,655
L BRANDS INC COMMON 501797104 46,764 1,267,998 SH   SOLE   51,600 0 1,216,398
LAMAR ADVERTISING CO NEW CL A COMMON 512816109 1,591 23,290 SH   SOLE   0 0 23,290
LAUDER ESTEE COS INC CL A COMMON 518439104 10,851 76,046 SH   SOLE   8,500 0 67,546
LILLY ELI & CO COMMON 532457108 577 6,760 SH   SOLE   0 0 6,760
LOCKHEED MARTIN CORP COMMON 539830109 229 776 SH   SOLE   0 0 776
LOWES COS INC COMMON 548661107 58,977 617,111 SH   SOLE   12,500 0 604,611
LUXOTTICA GROUP S P A SPONSORE COMMON 55068R202 415 6,425 SH   SOLE   0 0 6,425
MACYS INC COMMON 55616P104 75,222 2,009,665 SH   SOLE   76,700 0 1,932,965
MAGELLAN MIDSTREAM PARTNERS LP COMMON 559080106 221 3,193 SH   SOLE   0 0 3,193
MANHATTAN ASSOCIATES INC COMMON 562750109 36,797 782,740 SH   SOLE   55,000 0 727,740
MARATHON PETROLEUM CORP COMMON 56585A102 49,791 709,683 SH   SOLE   49,400 0 660,283
MARSH & MCLENNAN COMPANIES, IN COMMON 571748102 707 8,628 SH   SOLE   0 0 8,628
MARTIN MARIETTA MATERIALS INC COMMON 573284106 874 3,912 SH   SOLE   0 0 3,912
MASCO CORP COMMON 574599106 47,566 1,271,135 SH   SOLE   46,600 0 1,224,535
MASTERCARD INC CL A COMMON 57636Q104 86,328 439,286 SH   SOLE   28,400 0 410,886
MAXAR TECHNOLOGIES LTD COMMON 57778L103 65,500 1,296,513 SH   SOLE   53,632 0 1,242,881
MCCORMICK & CO INC COMMON 579780206 1,166 10,045 SH   SOLE   0 0 10,045
MCDONALD'S CORP COMMON 580135101 441 2,815 SH   SOLE   0 0 2,815
MERCK & CO INC NEW COMMON 58933Y105 31,565 520,019 SH   SOLE   13,000 0 507,019
METLIFE INC COMMON 59156R108 60,392 1,385,141 SH   SOLE   60,000 0 1,325,141
MICROCHIP TECHNOLOGY INC COMMON 595017104 900 9,899 SH   SOLE   0 0 9,899
MICROSOFT CORP COMMON 594918104 100,687 1,021,058 SH   SOLE   57,100 0 963,958
MONDELEZ INTL INC CL A COMMON 609207105 990 24,148 SH   SOLE   0 0 24,148
MONSTER BEVERAGE CORP COMMON 61174X109 401 7,005 SH   SOLE   0 0 7,005
MORGAN STANLEY NEW COMMON 617446448 36,121 762,052 SH   SOLE   57,000 0 705,052
NESTLE S A SPON ADR COMMON 641069406 53,740 693,899 SH   SOLE   31,300 0 662,599
NIELSEN HOLDINGS PLC COMMON G6518L108 4,860 157,141 SH   SOLE   26,000 0 131,141
NIKE INC CL B COMMON 654106103 505 6,336 SH   SOLE   0 0 6,336
NORDSTROM INC COMMON 655664100 22,231 429,343 SH   SOLE   0 0 429,343
NOVARTIS A G SPON ADR COMMON 66987V109 25,646 339,506 SH   SOLE   26,000 0 313,506
NVIDIA CORP COMMON 67066G104 51,995 219,482 SH   SOLE   25,000 0 194,482
ORACLE CORP COMMON 68389X105 62,622 1,421,297 SH   SOLE   72,500 0 1,348,797
PARK NATL CORP COMMON 700658107 237 2,123 SH   SOLE   0 0 2,123
PAYCHEX INC COMMON 704326107 222 3,241 SH   SOLE   0 0 3,241
PAYPAL HOLDINGS INC COMMON 70450Y103 54,757 657,586 SH   SOLE   17,500 0 640,086
PEPSICO INC COMMON 713448108 16,735 153,715 SH   SOLE   600 0 153,115
PFIZER INC COMMON 717081103 2,318 63,879 SH   SOLE   0 0 63,879
PHILIP MORRIS INTL INC COMMON 718172109 621 7,697 SH   SOLE   0 0 7,697
PRAXAIR INC COMMON 74005P104 33,214 210,017 SH   SOLE   4,500 0 205,517
PREMIER INC CL A COMMON 74051N102 18,700 514,021 SH   SOLE   25,000 0 489,021
PROCTER & GAMBLE CO COMMON 742718109 2,895 37,082 SH   SOLE   0 0 37,082
PROLOGIS INC COMMON 74340W103 495 7,541 SH   SOLE   0 0 7,541
PRUDENTIAL FINANCIAL INC COMMON 744320102 70,364 752,472 SH   SOLE   32,100 0 720,372
QUALCOMM INC COMMON 747525103 90,686 1,615,936 SH   SOLE   64,200 0 1,551,736
RAYTHEON CO NEW COMMON 755111507 296 1,532 SH   SOLE   0 0 1,532
REINSURANCE GROUP AMERICA NEW COMMON 759351604 20,381 152,693 SH   SOLE   400 0 152,293
REXNORD CORP NEW COMMON 76169B102 404 13,895 SH   SOLE   0 0 13,895
SANOFI SPONSORED ADR COMMON 80105N105 336 8,405 SH   SOLE   0 0 8,405
SCHLUMBERGER LTD COMMON 806857108 7,994 119,261 SH   SOLE   0 0 119,261
SIMON PROPERTY GROUP NEW COMMON 828806109 39,578 232,554 SH   SOLE   12,400 0 220,154
SMUCKER J M CO COMMON 832696405 38,117 354,639 SH   SOLE   19,000 0 335,639
SOLUCORP INDUSTRIES LTD COMMON 83437C102 0 17,000 SH   SOLE   0 0 17,000
SOUTHWEST AIRLINES CO COMMON 844741108 31,786 624,723 SH   SOLE   1,200 0 623,523
SS&C TECHNOLOGIES HOLDING COMMON 78467J100 24,313 468,452 SH   SOLE   7,000 0 461,452
STANLEY BLACK & DECKER COMMON 854502101 8,789 66,174 SH   SOLE   5,000 0 61,174
STARBUCKS CORP COMMON 855244109 1,328 27,190 SH   SOLE   0 0 27,190
STRATASYS LTD SHS COMMON M85548101 20,227 1,056,770 SH   SOLE   44,000 0 1,012,770
STRYKER CORP COMMON 863667101 274 1,620 SH   SOLE   0 0 1,620
SUN COMMUNITIES INC COMMON 866674104 294 3,000 SH   SOLE   0 0 3,000
SVB FINL GROUP COMMON 78486Q101 3,492 12,092 SH   SOLE   1,200 0 10,892
SYNCHRONY FINANCIAL COMMON 87165B103 63,859 1,913,096 SH   SOLE   82,482 0 1,830,614
TARGET CORP COMMON 87612E106 224 2,945 SH   SOLE   0 0 2,945
TD AMERITRADE HOLDING CORP COMMON 87236Y108 13,433 245,267 SH   SOLE   800 0 244,467
TEGNA INC COMMON 87901J105 216 19,950 SH   SOLE   0 0 19,950
TELUS CORP COMMON 87971M103 705 19,850 SH   SOLE   0 0 19,850
THERMO FISHER SCIENTIFIC COMMON 883556102 72,345 349,258 SH   SOLE   28,900 0 320,358
TRANSDIGM GROUP INC COMMON 893641100 770 2,230 SH   SOLE   0 0 2,230
TRAVELERS COMPANIES INC COMMON 89417E109 201 1,646 SH   SOLE   0 0 1,646
TRUSTCO BK CORP N Y COMMON 898349105 107 12,000 SH   SOLE   0 0 12,000
ULTA BEAUTY INC COMMON 90384S303 9,018 38,626 SH   SOLE   0 0 38,626
UNILEVER N.V. (NY SHS) COMMON 904784709 4,003 71,840 SH   SOLE   0 0 71,840
UNION PACIFIC CORP COMMON 907818108 917 6,471 SH   SOLE   0 0 6,471
UNITED CONTINENTAL HOLDINGS IN COMMON 910047109 87,655 1,257,061 SH   SOLE   58,200 0 1,198,861
UNITED PARCEL SERVICE CL B COMMON 911312106 894 8,420 SH   SOLE   0 0 8,420
UNITED RENTALS INC COMMON 911363109 2,720 18,428 SH   SOLE   0 0 18,428
UNITED TECHNOLOGIES CORP COMMON 913017109 1,729 13,828 SH   SOLE   0 0 13,828
UNITEDHEALTH GROUP INC COMMON 91324P102 501 2,044 SH   SOLE   0 0 2,044
US BANCORP NEW COMMON 902973304 72,091 1,441,248 SH   SOLE   63,500 0 1,377,748
V F CORP COMMON 918204108 43,433 532,786 SH   SOLE   9,000 0 523,786
VALERO ENERGY CORP COMMON 91913Y100 44,734 403,625 SH   SOLE   20,500 0 383,125
VERISK ANALYTICS INC COMMON 92345Y106 44,026 409,016 SH   SOLE   30,500 0 378,516
VERIZON COMMUNICATIONS INC COMMON 92343V104 1,560 31,012 SH   SOLE   0 0 31,012
VISA INC CL A COMMON 92826C839 95,265 719,256 SH   SOLE   42,500 0 676,756
VODAFONE GROUP PLC NEW SPNSR A COMMON 92857W308 270 11,086 SH   SOLE   0 0 11,086
VULCAN MATERIALS CO COMMON 929160109 8,000 61,987 SH   SOLE   0 0 61,987
WASTE MANAGEMENT INC COMMON 94106L109 616 7,570 SH   SOLE   0 0 7,570
WELLS FARGO & CO NEW COMMON 949746101 2,059 37,139 SH   SOLE   0 0 37,139
XPO LOGISTICS INC COMMON 983793100 85,947 857,922 SH   SOLE   60,000 0 797,922
YELP INC CL A COMMON 985817105 25,065 639,749 SH   SOLE   18,500 0 621,249
YUM BRANDS INC COMMON 988498101 28,337 362,279 SH   SOLE   9,300 0 352,979
YUM CHINA HOLDINGS INC COMMON 98850P109 5,179 134,650 SH   SOLE   0 0 134,650
ZIONS BANCORPORATION COMMON 989701107 12,419 235,698 SH   SOLE   1,200 0 234,498
ZOETIS INC CL A COMMON 98978V103 9,517 111,717 SH   SOLE   5,000 0 106,717