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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COMMON STOCKS 002824100 14,765 135,895 SH   SOLE   89,681 0 46,214
Abbvie Inc. COMMON STOCKS 00287Y109 1,382 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 16,955 61,067 SH   SOLE   39,941 0 21,126
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 704 9,201 SH   SOLE   5,073 0 4,128
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 1,097 29,045 SH   SOLE   3,312 0 25,733
Alphabet, Inc. Class A COMMON STOCKS 02079K305 4,962 2,277 SH   SOLE   1,784 0 493
Alphabet, Inc. Class C COMMON STOCKS 02079K107 5,136 2,348 SH   SOLE   2,288 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 9,608 90,462 SH   SOLE   84,442 0 6,020
American Tower Corp. COMMON STOCKS 03027X100 28,099 109,938 SH   SOLE   69,531 0 40,407
Amgen,Inc. COMMON STOCKS 031162100 1,703 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 32,209 220,473 SH   SOLE   146,847 0 73,626
Apple, Inc. COMMON STOCKS 037833100 71,302 521,515 SH   SOLE   387,104 0 134,411
Bank of America Corp. COMMON STOCKS 060505104 2,828 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 711 12,249 SH   SOLE   1,383 0 10,866
Boeing Co. COMMON STOCKS 097023105 344 2,517 SH   SOLE   953 0 1,564
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,528 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 36,495 75,121 SH   SOLE   49,942 0 25,179
CEVA, Inc. COMMON STOCKS 157210105 1,047 31,205 SH   SOLE   3,520 0 27,685
Cambium Networks Corp. COMMON STOCKS G17766109 1,037 70,752 SH   SOLE   8,072 0 62,680
Carrier Global Corp. COMMON STOCKS 14448C104 338 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,036 23,034 SH   SOLE   2,627 0 20,407
Ciena Corp. COMMON STOCKS 171779309 1,372 30,024 SH   SOLE   3,390 0 26,634
Cisco Systems, Inc. COMMON STOCKS 17275R102 14,490 339,817 SH   SOLE   221,914 0 117,903
Coca-Cola Co. COMMON STOCKS 191216100 356 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101 21,848 556,767 SH   SOLE   346,332 0 210,435
ConocoPhillips COMMON STOCKS 20825C104 32,171 358,207 SH   SOLE   244,439 0 113,768
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 1,083 45,542 SH   SOLE   5,163 0 40,379
Corning, Inc. COMMON STOCKS 219350105 2,302 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 311 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105 242 505 SH   SOLE   505 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 18,314 108,768 SH   SOLE   70,016 0 38,752
Curtiss-Wright Corp. COMMON STOCKS 231561101 1,006 7,614 SH   SOLE   859 0 6,755
Dycom Industries, Inc. COMMON STOCKS 267475101 1,200 12,895 SH   SOLE   1,451 0 11,444
EPAM Systems, Inc. COMMON STOCKS 29414B104 249 844 SH   SOLE   294 0 550
Eli Lilly & Co. COMMON STOCKS 532457108 28,509 87,928 SH   SOLE   65,109 0 22,819
Evercore, Inc. COMMON STOCKS 29977A105 833 8,897 SH   SOLE   1,004 0 7,893
ExlService Holdings, Inc. COMMON STOCKS 302081104 1,913 12,987 SH   SOLE   1,466 0 11,521
ExxonMobil Corp. COMMON STOCKS 30231G102 504 5,883 SH   SOLE   1,405 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,560 19,241 SH   SOLE   2,174 0 17,067
Fiserv, Inc. COMMON STOCKS 337738108 1,842 20,700 SH   SOLE   9,531 0 11,169
Five Below, Inc. COMMON STOCKS 33829M101 1,076 9,483 SH   SOLE   1,077 0 8,406
Hershey Foods Corp. COMMON STOCKS 427866108 2,023 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 24,530 141,129 SH   SOLE   89,242 0 51,887
Horizon Therapeutics plc COMMON STOCKS G46188101 1,636 20,510 SH   SOLE   2,332 0 18,178
Humana, Inc. COMMON STOCKS 444859102 468 1,000 SH   SOLE   1,000 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208 720 13,317 SH   SOLE   1,504 0 11,813
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 18,486 196,578 SH   SOLE   125,925 0 70,653
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 25,764 216,285 SH   SOLE   216,285 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 16,900 150,078 SH   SOLE   113,568 0 36,510
Johnson & Johnson COMMON STOCKS 478160104 5,248 29,567 SH   SOLE   29,067 0 500
KLA Corp. COMMON STOCKS 482480100 32,399 101,539 SH   SOLE   67,789 0 33,750
LGI Homes, Inc. COMMON STOCKS 50187T106 999 11,495 SH   SOLE   1,292 0 10,203
LHC Group, Inc. COMMON STOCKS 50187A107 2,390 15,349 SH   SOLE   1,845 0 13,504
Lithia Motors, Inc. COMMON STOCKS 536797103 813 2,960 SH   SOLE   335 0 2,625
Lowe's Companies, Inc. COMMON STOCKS 548661107 28,742 164,553 SH   SOLE   104,582 0 59,971
Lululemon Athletica, Inc. COMMON STOCKS 550021109 490 1,798 SH   SOLE   634 0 1,164
MP Materials Corp. COMMON STOCKS 553368101 1,060 33,040 SH   SOLE   3,774 0 29,266
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109 900 42,879 SH   SOLE   4,893 0 37,986
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 784 3,063 SH   SOLE   350 0 2,713
MasTec, Inc. COMMON STOCKS 576323109 1,858 25,929 SH   SOLE   2,936 0 22,993
Mastercard, Inc. COMMON STOCKS 57636Q104 23,038 73,024 SH   SOLE   46,856 0 26,168
McDonald's Corp. COMMON STOCKS 580135101 6,287 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,673 14,810 SH   SOLE   2,835 0 11,975
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,350 15,703 SH   SOLE   1,828 0 13,875
Merck & Co., Inc. COMMON STOCKS 58933y105 25,417 278,785 SH   SOLE   180,678 0 98,107
Meta Platforms, Inc. COMMON STOCKS 30303M102 949 5,888 SH   SOLE   3,407 0 2,481
Microsoft Corp. COMMON STOCKS 594918104 63,654 247,846 SH   SOLE   171,472 0 76,374
Moelis & Co. Class A COMMON STOCKS 60786M105 574 14,590 SH   SOLE   1,705 0 12,885
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 2,154 5,608 SH   SOLE   633 0 4,975
Moody's Corp. COMMON STOCKS 615369105 14,423 53,031 SH   SOLE   35,396 0 17,635
NIKE, Inc. Class B COMMON STOCKS 654106103 2,418 23,655 SH   SOLE   16,560 0 7,095
NV5 Global, Inc. COMMON STOCKS 62945V109 1,923 16,470 SH   SOLE   1,859 0 14,611
NVIDIA Corp. COMMON STOCKS 67066G104 461 3,040 SH   SOLE   1,086 0 1,954
Netflix, Inc. COMMON STOCKS 64110L106 765 4,376 SH   SOLE   3,148 0 1,228
Norfolk Southern Corporation COMMON STOCKS 655844108 2,083 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 23,978 50,103 SH   SOLE   31,349 0 18,754
NuVasive, Inc. COMMON STOCKS 670704105 484 9,838 SH   SOLE   1,110 0 8,728
O Reilly Automotive COMMON STOCKS 67103H107 379 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1,053 17,928 SH   SOLE   2,052 0 15,876
Onto Innovation, Inc. COMMON STOCKS 683344105 1,197 17,166 SH   SOLE   1,939 0 15,227
PTC, Inc. COMMON STOCKS 69370C100 1,121 10,539 SH   SOLE   1,193 0 9,346
Pacira BioSciences, Inc. COMMON STOCKS 695127100 1,878 32,210 SH   SOLE   3,676 0 28,534
PepsiCo, Inc. COMMON STOCKS 713448108 1,576 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101 1,491 16,259 SH   SOLE   1,835 0 14,424
Pfizer, Inc. COMMON STOCKS 717081103 2,239 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 893 13,134 SH   SOLE   1,499 0 11,635
Pool Corp. COMMON STOCKS 73278L105 1,673 4,764 SH   SOLE   1,063 0 3,701
Procter & Gamble Co. COMMON STOCKS 742718109 597 4,150 SH   SOLE   4,150 0 0
RH COMMON STOCKS 74967X103 1,239 5,837 SH   SOLE   1,073 0 4,764
Rackspace Technology COMMON STOCKS 750102105 458 63,901 SH   SOLE   7,279 0 56,622
Raytheon Technologies Corp. COMMON STOCKS 75513E101 39,359 409,522 SH   SOLE   261,963 0 147,559
Regions Financial Corp. COMMON STOCKS 7591EP100 13,446 717,121 SH   SOLE   479,447 0 237,674
S&P Global, Inc. COMMON STOCKS 78409V104 8,622 25,579 SH   SOLE   17,594 0 7,985
Starbucks Corp. COMMON STOCKS 855244109 1,172 15,336 SH   SOLE   8,962 0 6,374
Stryker Corp. COMMON STOCKS 863667101 23,641 118,839 SH   SOLE   74,709 0 44,130
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 686 23,715 SH   SOLE   2,676 0 21,039
Syneos Health Class A COMMON STOCKS 87166B102 1,943 27,107 SH   SOLE   3,082 0 24,025
T Rowe Price Group Inc. COMMON STOCKS 74144t108 246 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 23,214 205,159 SH   SOLE   128,107 0 77,052
Texas Instruments, Inc. COMMON STOCKS 882508104 21,767 141,666 SH   SOLE   90,140 0 51,526
The Brink's Co. COMMON STOCKS 109696104 998 16,433 SH   SOLE   1,872 0 14,561
The Home Depot, Inc. COMMON STOCKS 437076102 18,802 68,552 SH   SOLE   45,692 0 22,860
The TJX Companies, Inc. COMMON STOCKS 872540109 921 16,487 SH   SOLE   9,604 0 6,883
The Walt Disney Co. COMMON STOCKS 254687106 2,804 29,699 SH   SOLE   29,699 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,549 2,852 SH   SOLE   1,535 0 1,317
U.S. Bancorp COMMON STOCKS 902973304 847 18,412 SH   SOLE   16,912 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107 1,289 36,754 SH   SOLE   4,191 0 32,563
UnitedHealth Group COMMON STOCKS 91324P102 30,691 59,753 SH   SOLE   38,581 0 21,172
Verint Systems, Inc. COMMON STOCKS 92343X100 1,037 24,476 SH   SOLE   2,788 0 21,688
Visa, Inc. Class A COMMON STOCKS 92826C839 28,507 144,788 SH   SOLE   94,635 0 50,153
ePlus, Inc. COMMON STOCKS 294268107 1,196 22,519 SH   SOLE   2,535 0 19,984
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 921 2,441 SH   SOLE   2,441 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 830 12,840 SH   SOLE   12,840 0 0