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 3,196 15,169 SH   SOLE   0 0 15,169
ABBOTT LABORATORIES COMMON 002824100 1,941 26,460 SH   SOLE   0 0 26,460
ABBVIE INC COMMON 00287Y109 1,557 16,466 SH   SOLE   0 0 16,466
ACCENTURE PLC IRELAND SHS CLAS COMMON G1151C101 17,610 103,467 SH   SOLE   2,300 0 101,167
ADOBE SYSTEMS INC COMMON 00724F101 5,770 21,373 SH   SOLE   0 0 21,373
AIR LEASE CORP CL A COMMON 00912X302 55,706 1,214,163 SH   SOLE   104,450 0 1,109,713
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 2,619 15,678 SH   SOLE   0 0 15,678
ALIBABA GROUP HOLDINGS LTD SPO COMMON 01609W102 8,084 49,068 SH   SOLE   7,200 0 41,868
ALPHABET INC CAP STK CL A COMMON 02079K305 41,860 34,679 SH   SOLE   3,855 0 30,824
ALPHABET INC CAP STK CL C COMMON 02079K107 80,177 67,179 SH   SOLE   6,429 0 60,750
ALTABA INC COMMON 021346101 18,756 275,338 SH   SOLE   4,020 0 271,318
ALTRIA GROUP INC COMMON 02209S103 958 15,876 SH   SOLE   0 0 15,876
AMAZON.COM INC COMMON 023135106 3,557 1,776 SH   SOLE   150 0 1,626
AMERICAN AIRLINES GROUP INC COMMON 02376R102 13,295 321,671 SH   SOLE   55,925 0 265,746
AMERICAN EXPRESS CO COMMON 025816109 62,377 585,752 SH   SOLE   68,735 0 517,017
AMERICAN INTL GROUP NEW COMMON 026874784 3,340 62,732 SH   SOLE   0 0 62,732
AMERICAN TOWER CORP REIT COMMON 03027X100 30,751 211,639 SH   SOLE   22,000 0 189,639
AMGEN INC COMMON 031162100 18,690 90,165 SH   SOLE   6,400 0 83,765
ANADARKO PETROLEUM CORP COMMON 032511107 1,712 25,400 SH   SOLE   0 0 25,400
ANHEUSER BUSCH INBEV SPONSORED COMMON 03524A108 254 2,900 SH   SOLE   0 0 2,900
ANTHRACITE CAP INC COMMON 037023108 0 13,772 SH   SOLE   0 0 13,772
APACHE CORP COMMON 037411105 8,300 174,116 SH   SOLE   15,000 0 159,116
APPLE INC COMMON 037833100 15,249 67,553 SH   SOLE   800 0 66,753
APTIV PLC SHS COMMON G6095L109 72,799 867,691 SH   SOLE   89,655 0 778,036
ARCONIC INC COMMON 03965L100 51,965 2,360,981 SH   SOLE   204,173 0 2,156,808
AT&T INC COMMON 00206R102 1,014 30,185 SH   SOLE   0 0 30,185
AUTOMATIC DATA PROCESSING COMMON 053015103 1,649 10,947 SH   SOLE   0 0 10,947
AUTOZONE, INC COMMON 053332102 357 460 SH   SOLE   0 0 460
AVALONBAY COMMUNITIES INC COMMON 053484101 756 4,175 SH   SOLE   0 0 4,175
BANK OF AMERICA CORP COMMON 060505104 52,440 1,780,046 SH   SOLE   161,690 0 1,618,356
BANKUNITED INC COMMON 06652K103 62,409 1,762,977 SH   SOLE   159,425 0 1,603,552
BB&T CORP COMMON 054937107 65,128 1,341,740 SH   SOLE   74,980 0 1,266,760
BECTON DICKINSON & CO COMMON 075887109 658 2,521 SH   SOLE   0 0 2,521
BERKSHIRE HATHAWAY INC CL B NE COMMON 084670702 2,853 13,327 SH   SOLE   0 0 13,327
BIOGEN INC COMMON 09062X103 257 726 SH   SOLE   0 0 726
BLACKROCK INC COMMON 09247X101 316 670 SH   SOLE   0 0 670
BLACKSTONE GROUP L P UNIT LTD COMMON 09253U108 48,037 1,261,463 SH   SOLE   168,275 0 1,093,188
BOEING CO COMMON 097023105 879 2,364 SH   SOLE   0 0 2,364
BORG WARNER INC COMMON 099724106 49,675 1,161,180 SH   SOLE   50,985 0 1,110,195
BRISTOL-MYERS SQUIBB CO COMMON 110122108 76,046 1,224,968 SH   SOLE   91,985 0 1,132,983
BROOKFIELD ASSET MANAGEMENT CL COMMON 112585104 332 7,450 SH   SOLE   0 0 7,450
CAMBRIDGE HEART INC COMMON 131910101 0 302,350 SH   SOLE   0 0 302,350
CATERPILLAR INC COMMON 149123101 1,134 7,440 SH   SOLE   0 0 7,440
CELGENE CORP COMMON 151020104 73,102 816,878 SH   SOLE   80,435 0 736,443
CERNER CORP COMMON 156782104 67,403 1,046,464 SH   SOLE   92,120 0 954,344
CHARLES SCHWAB CORP NEW COMMON 808513105 20,614 419,419 SH   SOLE   8,300 0 411,119
CHEVRON CORP NEW COMMON 166764100 10,390 84,965 SH   SOLE   3,300 0 81,665
CHUBB LIMITED COMMON H1467J104 3,809 28,505 SH   SOLE   3,500 0 25,005
CISCO SYSTEMS INC COMMON 17275R102 76,559 1,573,670 SH   SOLE   83,580 0 1,490,090
CITIGROUP INC NEW COMMON 172967424 25,919 361,287 SH   SOLE   9,000 0 352,287
COCA-COLA CO COMMON 191216100 11,214 242,782 SH   SOLE   0 0 242,782
COLGATE PALMOLIVE CO COMMON 194162103 2,834 42,325 SH   SOLE   0 0 42,325
COMCAST CORP CL A COMMON 20030N101 14,663 414,097 SH   SOLE   13,580 0 400,517
CONOCOPHILLIPS COMMON 20825C104 246 3,185 SH   SOLE   0 0 3,185
CONSOLIDATED EDISON INC COMMON 209115104 212 2,785 SH   SOLE   0 0 2,785
CORE LABORATORIES N V COMMON N22717107 3,308 28,562 SH   SOLE   0 0 28,562
CORNING INC COMMON 219350105 979 27,735 SH   SOLE   0 0 27,735
COSTCO WHOLESALE CORP NEW COMMON 22160K105 1,217 5,182 SH   SOLE   0 0 5,182
CSX CORP COMMON 126408103 224 3,026 SH   SOLE   0 0 3,026
CVS HEALTH CORP COMMON 126650100 252 3,199 SH   SOLE   0 0 3,199
DANAHER CORP DEL COMMON 235851102 60,290 554,847 SH   SOLE   68,440 0 486,407
DANONE SPONSORED ADR COMMON 23636T100 199 12,866 SH   SOLE   0 0 12,866
DEERE & CO COMMON 244199105 469 3,122 SH   SOLE   0 0 3,122
DELPHI TECHNOLOGIES PLC SHS COMMON G2709G107 14,561 464,332 SH   SOLE   41,309 0 423,023
DELTA AIR LINES INC COMMON 247361702 116,220 2,009,682 SH   SOLE   174,780 0 1,834,902
DENTSPLY SIRONA INC COMMON 24906P109 58,169 1,541,315 SH   SOLE   163,970 0 1,377,345
DIAGEO PLC ADR COMMON 25243Q205 65,852 464,829 SH   SOLE   39,770 0 425,059
DISCOVERY INC SER A COMMON 25470F104 2,241 70,039 SH   SOLE   5,000 0 65,039
DISCOVERY INC SER C COMMON 25470F302 76,850 2,598,043 SH   SOLE   250,905 0 2,347,138
DISNEY (WALT) CO COMMON 254687106 24,789 211,981 SH   SOLE   11,000 0 200,981
DOWDUPONT INC COMMON 26078J100 1,269 19,730 SH   SOLE   0 0 19,730
EBAY INC COMMON 278642103 4,106 124,343 SH   SOLE   0 0 124,343
ECOLAB INC COMMON 278865100 29,909 190,768 SH   SOLE   15,600 0 175,168
EMERSON ELECTRIC CO COMMON 291011104 743 9,696 SH   SOLE   0 0 9,696
ENTERPRISE PRODUCTS PARTNERS COMMON 293792107 713 24,805 SH   SOLE   0 0 24,805
ENVISION HEALTHCARE CO COMMON 29414D100 11,119 243,135 SH   SOLE   23,275 0 219,860
EOG RESOURCES INC COMMON 26875P101 9,256 72,556 SH   SOLE   4,800 0 67,756
EQUINIX INC COMMON 29444U700 72,790 168,150 SH   SOLE   18,184 0 149,966
ERIN ENERGY CORP COMMON 295625107 0 124,244 SH   SOLE   0 0 124,244
EXPEDIA GROUP INC NEW COMMON 30212P303 46,621 357,301 SH   SOLE   44,565 0 312,736
EXPEDITORS INTL OF WASHINGTON COMMON 302130109 13,843 188,257 SH   SOLE   0 0 188,257
EXXON MOBIL CORP COMMON 30231G102 4,175 49,109 SH   SOLE   0 0 49,109
FACEBOOK INC CL A COMMON 30303M102 43,307 263,327 SH   SOLE   39,665 0 223,662
FEDEX CORP COMMON 31428X106 4,140 17,192 SH   SOLE   0 0 17,192
FIRST REPUBLIC BANK INC COMMON 33616C100 80,180 835,210 SH   SOLE   80,565 0 754,645
FORD MOTOR CO COMMON 345370860 23,575 2,548,617 SH   SOLE   0 0 2,548,617
FORTIVE CORP COMMON 34959J108 33,015 392,101 SH   SOLE   57,400 0 334,701
FORTUNE BRANDS HOME & SECURITY COMMON 34964C106 50,486 964,214 SH   SOLE   57,920 0 906,294
GENERAL ELECTRIC CO COMMON 369604103 497 44,015 SH   SOLE   0 0 44,015
GENERAL MOTORS CO COMMON 37045V100 86,542 2,570,299 SH   SOLE   213,275 0 2,357,024
GILEAD SCIENCES INC COMMON 375558103 983 12,728 SH   SOLE   0 0 12,728
GOLDMAN SACHS GROUP COMMON 38141G104 231 1,029 SH   SOLE   0 0 1,029
HARTCOURT COMPANIES INC NEW COMMON 416187201 0 10,000 SH   SOLE   0 0 10,000
HOLLYFRONTIER CORP COMMON 436106108 4,823 68,999 SH   SOLE   0 0 68,999
HOME DEPOT INC COMMON 437076102 2,262 10,922 SH   SOLE   700 0 10,222
HONEYWELL INTL INC COMMON 438516106 44,339 266,459 SH   SOLE   41,130 0 225,329
HP INC COMMON 40434L105 776 30,122 SH   SOLE   0 0 30,122
HUBBELL INC COMMON 443510607 543 4,069 SH   SOLE   0 0 4,069
HUDSONS BAY CO NEW COMMON 444218101 68,632 9,114,433 SH   SOLE   702,810 0 8,411,623
IAC INTERACTIVECORP COMMON 44919P508 118,501 546,794 SH   SOLE   51,465 0 495,329
ILLINOIS TOOL WORKS INC COMMON 452308109 16,088 114,005 SH   SOLE   3,000 0 111,005
ILLUMINA INC COMMON 452327109 148,334 404,114 SH   SOLE   35,380 0 368,734
INTEL CORP COMMON 458140100 29,082 614,977 SH   SOLE   20,510 0 594,467
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 46,173 305,355 SH   SOLE   36,235 0 269,120
ISTAR INC COMMON 45031U101 1,383 123,798 SH   SOLE   0 0 123,798
JOHNSON & JOHNSON COMMON 478160104 9,423 68,195 SH   SOLE   0 0 68,195
JPMORGAN CHASE & CO COMMON 46625H100 91,562 811,431 SH   SOLE   69,860 0 741,571
KANSAS CITY SOUTHERN NEW COMMON 485170302 22,963 202,709 SH   SOLE   10,100 0 192,609
KIMBERLY CLARK CORP COMMON 494368103 366 3,225 SH   SOLE   0 0 3,225
KRAFT HEINZ CO COMMON 500754106 270 4,897 SH   SOLE   0 0 4,897
L BRANDS INC COMMON 501797104 48,935 1,615,015 SH   SOLE   141,645 0 1,473,370
LAMAR ADVERTISING CO NEW CL A COMMON 512816109 1,739 22,346 SH   SOLE   0 0 22,346
LAUDER ESTEE COS INC CL A COMMON 518439104 10,683 73,510 SH   SOLE   9,500 0 64,010
LILLY ELI & CO COMMON 532457108 525 4,889 SH   SOLE   0 0 4,889
LOCKHEED MARTIN CORP COMMON 539830109 312 901 SH   SOLE   300 0 601
LOWES COS INC COMMON 548661107 70,939 617,826 SH   SOLE   27,505 0 590,321
MACYS INC COMMON 55616P104 65,427 1,883,890 SH   SOLE   172,795 0 1,711,095
MAGELLAN MIDSTREAM PARTNERS LP COMMON 559080106 589 8,693 SH   SOLE   0 0 8,693
MANHATTAN ASSOCIATES INC COMMON 562750109 35,405 648,449 SH   SOLE   33,125 0 615,324
MARATHON PETROLEUM CORP COMMON 56585A102 54,765 684,824 SH   SOLE   73,420 0 611,404
MARSH & MCLENNAN COMPANIES, IN COMMON 571748102 677 8,183 SH   SOLE   0 0 8,183
MARTIN MARIETTA MATERIALS INC COMMON 573284106 732 4,025 SH   SOLE   0 0 4,025
MASCO CORP COMMON 574599106 49,664 1,356,927 SH   SOLE   125,675 0 1,231,252
MASTERCARD INC CL A COMMON 57636Q104 93,870 421,680 SH   SOLE   43,985 0 377,695
MAXAR TECHNOLOGIES LTD COMMON 57778L103 63,495 1,920,014 SH   SOLE   152,579 0 1,767,435
MCCORMICK & CO INC COMMON 579780206 1,290 9,795 SH   SOLE   0 0 9,795
MCDONALD'S CORP COMMON 580135101 455 2,720 SH   SOLE   0 0 2,720
MERCK & CO INC NEW COMMON 58933Y105 36,912 520,327 SH   SOLE   20,000 0 500,327
METLIFE INC COMMON 59156R108 62,514 1,338,060 SH   SOLE   67,585 0 1,270,475
MICROCHIP TECHNOLOGY INC COMMON 595017104 781 9,899 SH   SOLE   0 0 9,899
MICROSOFT CORP COMMON 594918104 112,283 981,753 SH   SOLE   96,000 0 885,753
MONDELEZ INTL INC CL A COMMON 609207105 991 23,072 SH   SOLE   0 0 23,072
MONSTER BEVERAGE CORP COMMON 61174X109 425 7,296 SH   SOLE   0 0 7,296
MORGAN STANLEY NEW COMMON 617446448 37,539 806,078 SH   SOLE   82,845 0 723,233
NESTLE S A SPON ADR COMMON 641069406 56,541 675,005 SH   SOLE   33,850 0 641,155
NIELSEN HOLDINGS PLC COMMON G6518L108 3,558 128,624 SH   SOLE   26,000 0 102,624
NIKE INC CL B COMMON 654106103 608 7,178 SH   SOLE   0 0 7,178
NORDSTROM INC COMMON 655664100 24,771 414,163 SH   SOLE   0 0 414,163
NOVARTIS A G SPON ADR COMMON 66987V109 28,958 336,092 SH   SOLE   46,000 0 290,092
NVIDIA CORP COMMON 67066G104 58,780 209,166 SH   SOLE   37,155 0 172,011
ORACLE CORP COMMON 68389X105 77,057 1,494,503 SH   SOLE   145,895 0 1,348,608
PAYCHEX INC COMMON 704326107 239 3,241 SH   SOLE   0 0 3,241
PAYPAL HOLDINGS INC COMMON 70450Y103 57,430 653,806 SH   SOLE   29,940 0 623,866
PEPSICO INC COMMON 713448108 17,064 152,630 SH   SOLE   1,200 0 151,430
PFIZER INC COMMON 717081103 2,894 65,670 SH   SOLE   0 0 65,670
PHILIP MORRIS INTL INC COMMON 718172109 570 6,991 SH   SOLE   0 0 6,991
PIONEER NATURAL RESOURCES CO COMMON 723787107 2,652 15,223 SH   SOLE   1,200 0 14,023
PNC FINANCIAL SERVICES GROUP COMMON 693475105 374 2,747 SH   SOLE   0 0 2,747
PRAXAIR INC COMMON 74005P104 33,315 207,275 SH   SOLE   12,895 0 194,380
PREMIER INC CL A COMMON 74051N102 11,826 258,312 SH   SOLE   25,025 0 233,287
PROCTER & GAMBLE CO COMMON 742718109 2,578 30,973 SH   SOLE   0 0 30,973
PROLOGIS INC COMMON 74340W103 469 6,918 SH   SOLE   0 0 6,918
PRUDENTIAL FINANCIAL INC COMMON 744320102 81,596 805,329 SH   SOLE   68,230 0 737,099
QUALCOMM INC COMMON 747525103 117,735 1,634,534 SH   SOLE   149,255 0 1,485,279
RAYTHEON CO NEW COMMON 755111507 322 1,557 SH   SOLE   0 0 1,557
REINSURANCE GROUP AMERICA NEW COMMON 759351604 32,088 221,973 SH   SOLE   31,720 0 190,253
ROYAL DUTCH SHELL PLC SPON ADR COMMON 780259206 203 2,985 SH   SOLE   0 0 2,985
ROYAL DUTCH SHELL PLC SPON ADR COMMON 780259107 4,723 66,588 SH   SOLE   12,000 0 54,588
SCHLUMBERGER LTD COMMON 806857108 6,095 100,049 SH   SOLE   0 0 100,049
SERVICE CORP INTL COMMON 817565104 274 6,200 SH   SOLE   0 0 6,200
SIMON PROPERTY GROUP NEW COMMON 828806109 41,861 236,836 SH   SOLE   30,095 0 206,741
SMUCKER J M CO COMMON 832696405 40,841 398,025 SH   SOLE   43,465 0 354,560
SOLUCORP INDUSTRIES LTD COMMON 83437C102 0 17,000 SH   SOLE   0 0 17,000
SONOCO PRODUCTS CO COMMON 835495102 242 4,354 SH   SOLE   0 0 4,354
SOUTHWEST AIRLINES CO COMMON 844741108 37,813 605,492 SH   SOLE   27,900 0 577,592
SS&C TECHNOLOGIES HOLDING COMMON 78467J100 37,937 667,547 SH   SOLE   97,245 0 570,302
STANLEY BLACK & DECKER COMMON 854502101 11,542 78,819 SH   SOLE   5,010 0 73,809
STARBUCKS CORP COMMON 855244109 1,490 26,207 SH   SOLE   0 0 26,207
STRATASYS LTD SHS COMMON M85548101 25,408 1,099,422 SH   SOLE   102,100 0 997,322
STRYKER CORP COMMON 863667101 308 1,731 SH   SOLE   0 0 1,731
SUN COMMUNITIES INC COMMON 866674104 305 3,000 SH   SOLE   0 0 3,000
SVB FINL GROUP COMMON 78486Q101 3,752 12,072 SH   SOLE   1,200 0 10,872
SYNCHRONY FINANCIAL COMMON 87165B103 64,667 2,080,667 SH   SOLE   192,220 0 1,888,447
TARGET CORP COMMON 87612E106 268 3,037 SH   SOLE   0 0 3,037
TD AMERITRADE HOLDING CORP COMMON 87236Y108 12,615 238,778 SH   SOLE   8,800 0 229,978
TEGNA INC COMMON 87901J105 127 10,600 SH   SOLE   0 0 10,600
TELUS CORP COMMON 87971M103 442 12,000 SH   SOLE   0 0 12,000
THERMO FISHER SCIENTIFIC COMMON 883556102 85,396 349,869 SH   SOLE   34,300 0 315,569
TJX COS INC COMMON 872540109 239 2,135 SH   SOLE   0 0 2,135
TRANSDIGM GROUP INC COMMON 893641100 830 2,230 SH   SOLE   0 0 2,230
TRAVELERS COMPANIES INC COMMON 89417E109 214 1,646 SH   SOLE   0 0 1,646
TRUSTCO BK CORP N Y COMMON 898349105 102 12,000 SH   SOLE   0 0 12,000
ULTA BEAUTY INC COMMON 90384S303 11,870 42,076 SH   SOLE   6,100 0 35,976
UNILEVER N.V. (NY SHS) COMMON 904784709 3,526 63,474 SH   SOLE   0 0 63,474
UNION PACIFIC CORP COMMON 907818108 1,034 6,349 SH   SOLE   1,100 0 5,249
UNITED CONTINENTAL HOLDINGS IN COMMON 910047109 106,691 1,197,966 SH   SOLE   101,735 0 1,096,231
UNITED PARCEL SERVICE CL B COMMON 911312106 931 7,971 SH   SOLE   0 0 7,971
UNITED RENTALS INC COMMON 911363109 2,480 15,160 SH   SOLE   0 0 15,160
UNITED TECHNOLOGIES CORP COMMON 913017109 1,873 13,398 SH   SOLE   0 0 13,398
UNITEDHEALTH GROUP INC COMMON 91324P102 748 2,812 SH   SOLE   0 0 2,812
US BANCORP NEW COMMON 902973304 79,114 1,498,089 SH   SOLE   119,505 0 1,378,584
V F CORP COMMON 918204108 46,659 499,295 SH   SOLE   26,770 0 472,525
VALERO ENERGY CORP COMMON 91913Y100 14,976 131,656 SH   SOLE   1,730 0 129,926
VERISK ANALYTICS INC COMMON 92345Y106 48,834 405,094 SH   SOLE   47,120 0 357,974
VERIZON COMMUNICATIONS INC COMMON 92343V104 1,666 31,211 SH   SOLE   0 0 31,211
VISA INC CL A COMMON 92826C839 104,432 695,797 SH   SOLE   71,105 0 624,692
VODAFONE GROUP PLC NEW SPNSR A COMMON 92857W308 274 12,625 SH   SOLE   0 0 12,625
VULCAN MATERIALS CO COMMON 929160109 6,845 61,560 SH   SOLE   2,290 0 59,270
WASTE MANAGEMENT INC COMMON 94106L109 684 7,570 SH   SOLE   0 0 7,570
WELLS FARGO & CO NEW COMMON 949746101 1,977 37,607 SH   SOLE   0 0 37,607
XPO LOGISTICS INC COMMON 983793100 95,860 839,623 SH   SOLE   95,225 0 744,398
YELP INC CL A COMMON 985817105 32,572 662,026 SH   SOLE   42,500 0 619,526
YUM BRANDS INC COMMON 988498101 22,749 250,234 SH   SOLE   9,300 0 240,934
YUM CHINA HOLDINGS INC COMMON 98850P109 2,684 76,459 SH   SOLE   0 0 76,459
ZIONS BANCORPORATION COMMON 989701107 12,032 239,912 SH   SOLE   8,200 0 231,712
ZOETIS INC CL A COMMON 98978V103 6,661 72,745 SH   SOLE   0 0 72,745