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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COMMON STOCKS 002824100   14,919,473 135,891 SH   SOLE   87,878 0 48,013
Abbvie Inc. COMMON STOCKS 00287Y109   1,458,692 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101   16,522,466 61,919 SH   SOLE   39,991 0 21,928
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   590,508 9,117 SH   SOLE   4,996 0 4,121
Air Products & Chemicals Inc. COMMON STOCKS 009158106   9,478,070 30,747 SH   SOLE   18,810 0 11,937
Alphabet, Inc. Class A COMMON STOCKS 02079K305   4,004,407 45,386 SH   SOLE   35,533 0 9,853
Alphabet, Inc. Class C COMMON STOCKS 02079K107   4,164,365 46,933 SH   SOLE   45,733 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   7,588,560 90,340 SH   SOLE   84,329 0 6,011
American Tower Corp. COMMON STOCKS 03027X100   23,188,739 109,453 SH   SOLE   67,500 0 41,953
Amgen,Inc. COMMON STOCKS 031162100   1,838,480 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   36,161,234 220,455 SH   SOLE   144,626 0 75,829
Apple, Inc. COMMON STOCKS 037833100   67,712,749 521,148 SH   SOLE   382,057 0 139,091
Bank of America Corp. COMMON STOCKS 060505104   3,008,952 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   762,649 12,957 SH   SOLE   1,345 0 11,612
Boeing Co. COMMON STOCKS 097023105   468,224 2,458 SH   SOLE   898 0 1,560
Bristol-Myers Squibb Co. COMMON STOCKS 110122108   2,361,831 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101   42,030,447 75,171 SH   SOLE   49,107 0 26,064
CEVA, Inc. COMMON STOCKS 157210105   841,684 32,904 SH   SOLE   3,425 0 29,479
Cambium Networks Corp. COMMON STOCKS G17766109   1,620,764 74,793 SH   SOLE   7,855 0 66,938
Carrier Global Corp. COMMON STOCKS 14448C104   391,380 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300   1,219,294 24,381 SH   SOLE   2,556 0 21,825
Ciena Corp. COMMON STOCKS 171779309   1,619,278 31,763 SH   SOLE   3,300 0 28,463
Cisco Systems, Inc. COMMON STOCKS 17275R102   16,044,580 336,788 SH   SOLE   214,663 0 122,125
Coca-Cola Co. COMMON STOCKS 191216100   359,778 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101   17,910,165 512,158 SH   SOLE   301,556 0 210,602
ConocoPhillips COMMON STOCKS 20825C104   40,348,094 341,933 SH   SOLE   231,810 0 110,123
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   978,658 48,186 SH   SOLE   5,026 0 43,160
Corning, Inc. COMMON STOCKS 219350105   2,333,281 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047   337,985 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105   230,533 505 SH   SOLE   505 0 0
Crown Castle, Inc. COMMON STOCKS 22822V101   13,379,024 98,636 SH   SOLE   59,280 0 39,356
Curtiss-Wright Corp. COMMON STOCKS 231561101   1,345,104 8,055 SH   SOLE   836 0 7,219
Deere & Co. COMMON STOCKS 244199105   9,040,833 21,086 SH   SOLE   13,000 0 8,086
Dycom Industries, Inc. COMMON STOCKS 267475101   1,276,985 13,643 SH   SOLE   1,412 0 12,231
EOG Resources, Inc. COMMON STOCKS 26875P101   15,711,294 121,304 SH   SOLE   81,664 0 39,640
EPAM Systems, Inc. COMMON STOCKS 29414B104   269,730 823 SH   SOLE   283 0 540
Eli Lilly & Co. COMMON STOCKS 532457108   32,260,869 88,183 SH   SOLE   64,517 0 23,666
Ensign Group, Inc. COMMON STOCKS 29358P101   969,279 10,245 SH   SOLE   1,076 0 9,169
Evercore, Inc. COMMON STOCKS 29977A105   1,026,142 9,407 SH   SOLE   975 0 8,432
ExlService Holdings, Inc. COMMON STOCKS 302081104   2,331,187 13,759 SH   SOLE   1,439 0 12,320
ExxonMobil Corp. COMMON STOCKS 30231G102   648,895 5,883 SH   SOLE   1,405 0 4,478
Fabrinet COMMON STOCKS G3323L100   2,609,533 20,352 SH   SOLE   2,116 0 18,236
Fiserv, Inc. COMMON STOCKS 337738108   2,081,031 20,590 SH   SOLE   9,430 0 11,160
Five Below, Inc. COMMON STOCKS 33829M101   1,774,890 10,035 SH   SOLE   1,048 0 8,987
Hershey Foods Corp. COMMON STOCKS 427866108   2,176,758 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106   30,491,033 142,282 SH   SOLE   88,377 0 53,905
Humana, Inc. COMMON STOCKS 444859102   512,190 1,000 SH   SOLE   1,000 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208   789,914 14,088 SH   SOLE   1,464 0 12,624
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   19,856,312 193,550 SH   SOLE   120,151 0 73,399
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   22,675,319 216,285 SH   SOLE   216,285 0 0
Johnson & Johnson COMMON STOCKS 478160104   5,223,011 29,567 SH   SOLE   29,067 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   256,000 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   38,312,658 101,617 SH   SOLE   66,570 0 35,047
LGI Homes, Inc. COMMON STOCKS 50187T106   1,126,109 12,161 SH   SOLE   1,256 0 10,905
LHC Group, Inc. COMMON STOCKS 50187A107   1,995,093 12,339 SH   SOLE   1,463 0 10,876
Lantheus Holdings, Inc. COMMON STOCKS 516544103   1,081,422 21,221 SH   SOLE   2,232 0 18,989
Lithia Motors, Inc. COMMON STOCKS 536797103   641,450 3,133 SH   SOLE   324 0 2,809
Lowe's Companies, Inc. COMMON STOCKS 548661107   32,844,131 164,847 SH   SOLE   102,533 0 62,314
Lululemon Athletica, Inc. COMMON STOCKS 550021109   568,675 1,775 SH   SOLE   613 0 1,162
MP Materials Corp. COMMON STOCKS 553368101   1,250,833 51,517 SH   SOLE   5,437 0 46,080
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,115,401 90,209 SH   SOLE   9,487 0 80,722
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   904,731 3,244 SH   SOLE   341 0 2,903
MasTec, Inc. COMMON STOCKS 576323109   2,340,858 27,433 SH   SOLE   2,859 0 24,574
Mastercard, Inc. COMMON STOCKS 57636Q104   25,416,977 73,094 SH   SOLE   45,999 0 27,095
McDonald's Corp. COMMON STOCKS 580135101   6,711,319 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101   1,702,566 14,760 SH   SOLE   2,090 0 12,670
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   2,313,782 10,893 SH   SOLE   1,146 0 9,747
Merck & Co., Inc. COMMON STOCKS 58933y105   30,953,941 278,990 SH   SOLE   177,118 0 101,872
Meta Platforms, Inc. COMMON STOCKS 30303M102   692,196 5,752 SH   SOLE   3,274 0 2,478
Metlife Incorporated COMMON STOCKS 59156R108   217,110 3,000 SH   SOLE   3,000 0 0
Microsoft Corp. COMMON STOCKS 594918104   59,435,550 247,834 SH   SOLE   169,139 0 78,695
Moelis & Co. Class A COMMON STOCKS 60786M105   593,699 15,473 SH   SOLE   1,659 0 13,814
Monolithic Power Systems, Inc. COMMON STOCKS 609839105   2,097,615 5,932 SH   SOLE   617 0 5,315
Moody's Corp. COMMON STOCKS 615369105   14,620,585 52,475 SH   SOLE   34,159 0 18,316
NIKE, Inc. Class B COMMON STOCKS 654106103   2,700,825 23,082 SH   SOLE   15,996 0 7,086
NV5 Global, Inc. COMMON STOCKS 62945V109   2,305,676 17,425 SH   SOLE   1,809 0 15,616
NVIDIA Corp. COMMON STOCKS 67066G104   439,005 3,004 SH   SOLE   1,050 0 1,954
Norfolk Southern Corporation COMMON STOCKS 655844108   2,258,439 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102   27,395,676 50,211 SH   SOLE   30,719 0 19,492
O Reilly Automotive COMMON STOCKS 67103H107   506,418 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   888,274 18,964 SH   SOLE   1,997 0 16,967
Onto Innovation, Inc. COMMON STOCKS 683344105   1,233,791 18,120 SH   SOLE   1,904 0 16,216
PTC, Inc. COMMON STOCKS 69370C100   1,338,206 11,148 SH   SOLE   1,160 0 9,988
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,311,196 33,960 SH   SOLE   3,576 0 30,384
PepsiCo, Inc. COMMON STOCKS 713448108   1,707,960 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,195,629 17,122 SH   SOLE   1,788 0 15,334
Pfizer, Inc. COMMON STOCKS 717081103   2,188,512 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101   1,095,950 13,908 SH   SOLE   1,459 0 12,449
Pool Corp. COMMON STOCKS 73278L105   1,477,789 4,888 SH   SOLE   1,029 0 3,859
Procter & Gamble Co. COMMON STOCKS 742718109   628,974 4,150 SH   SOLE   4,150 0 0
Raytheon Technologies Corp. COMMON STOCKS 75513E101   41,334,190 409,574 SH   SOLE   256,687 0 152,887
Regions Financial Corp. COMMON STOCKS 7591EP100   14,244,714 660,701 SH   SOLE   412,983 0 247,718
S&P Global, Inc. COMMON STOCKS 78409V104   8,480,681 25,320 SH   SOLE   17,029 0 8,291
Starbucks Corp. COMMON STOCKS 855244109   1,508,733 15,209 SH   SOLE   8,845 0 6,364
Stellar Bancorp. COMMON STOCKS 858927106   1,281,098 43,486 SH   SOLE   4,564 0 38,922
Stryker Corp. COMMON STOCKS 863667101   29,130,512 119,148 SH   SOLE   73,345 0 45,803
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   894,925 25,089 SH   SOLE   2,606 0 22,483
Syneos Health Class A COMMON STOCKS 87166B102   1,048,571 28,587 SH   SOLE   2,999 0 25,588
T Rowe Price Group Inc. COMMON STOCKS 74144t108   236,224 2,166 SH   SOLE   2,166 0 0
T-Mobile US, Inc. COMMON STOCKS 872590104   511,700 3,655 SH   SOLE   1,264 0 2,391
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   23,867,838 207,908 SH   SOLE   127,896 0 80,012
Texas Instruments, Inc. COMMON STOCKS 882508104   23,297,193 141,007 SH   SOLE   87,500 0 53,507
The Brink's Co. COMMON STOCKS 109696104   930,794 17,330 SH   SOLE   1,823 0 15,507
The Home Depot, Inc. COMMON STOCKS 437076102   21,667,578 68,599 SH   SOLE   44,959 0 23,640
The TJX Companies, Inc. COMMON STOCKS 872540109   1,301,380 16,349 SH   SOLE   9,478 0 6,871
The Walt Disney Co. COMMON STOCKS 254687106   2,085,033 23,999 SH   SOLE   23,999 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,556,250 2,826 SH   SOLE   1,511 0 1,315
U.S. Bancorp COMMON STOCKS 902973304   802,947 18,412 SH   SOLE   16,912 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107   1,575,101 38,901 SH   SOLE   4,078 0 34,823
UnitedHealth Group COMMON STOCKS 91324P102   31,721,730 59,832 SH   SOLE   37,904 0 21,928
Verint Systems, Inc. COMMON STOCKS 92343X100   939,906 25,907 SH   SOLE   2,713 0 23,194
Visa, Inc. Class A COMMON STOCKS 92826C839   30,034,409 144,563 SH   SOLE   92,650 0 51,913
ePlus, Inc. COMMON STOCKS 294268107   1,054,572 23,816 SH   SOLE   2,465 0 21,351
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103   224,104 586 SH   SOLE   586 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   866,058 12,840 SH   SOLE   12,840 0 0