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 14,632 126,210 SH   SOLE   82,701 0 43,509
Abbvie Inc. COMMON STOCKS 00287Y109 1,017 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 16,643 56,456 SH   SOLE   36,544 0 19,912
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 880 9,366 SH   SOLE   5,143 0 4,223
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 965 25,103 SH   SOLE   3,252 0 21,851
Alphabet, Inc. Class A COMMON STOCKS 02079K305 5,601 2,294 SH   SOLE   1,790 0 504
Alphabet, Inc. Class C COMMON STOCKS 02079K107 5,890 2,350 SH   SOLE   2,290 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 15,611 4,538 SH   SOLE   4,228 0 310
American Express Co. COMMON STOCKS 025816109 34,579 209,277 SH   SOLE   133,880 0 75,397
American Tower Corp. COMMON STOCKS 03027X100 27,297 101,047 SH   SOLE   62,994 0 38,053
Amgen,Inc. COMMON STOCKS 031162100 1,706 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 26,900 156,252 SH   SOLE   101,981 0 54,271
Apple, Inc. COMMON STOCKS 037833100 67,994 496,452 SH   SOLE   368,471 0 127,981
Bank of America Corp. COMMON STOCKS 060505104 3,746 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 812 10,610 SH   SOLE   1,357 0 9,253
Boeing Co. COMMON STOCKS 097023105 640 2,672 SH   SOLE   982 0 1,690
Brinks Co. COMMON STOCKS 109696104 1,095 14,252 SH   SOLE   1,839 0 12,413
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,193 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 31,761 66,606 SH   SOLE   44,110 0 22,496
Brooks Automation, Inc. COMMON STOCKS 114340102 3,008 31,568 SH   SOLE   4,049 0 27,519
CEVA, Inc. COMMON STOCKS 157210105 1,279 27,033 SH   SOLE   3,448 0 23,585
Cambium Networks Corp. COMMON STOCKS G17766109 2,091 43,256 SH   SOLE   5,610 0 37,646
Carrier Global Corp. COMMON STOCKS 14448C104 461 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,323 19,880 SH   SOLE   2,579 0 17,301
Ciena Corp. COMMON STOCKS 171779309 1,478 25,986 SH   SOLE   3,330 0 22,656
Cisco Systems, Inc. COMMON STOCKS 17275R102 16,802 317,020 SH   SOLE   205,445 0 111,575
Coca-Cola Co. COMMON STOCKS 191216100 306 5,656 SH   SOLE   5,656 0 0
Cognyte Software Ltd Ord Shs COMMON STOCKS M25133105 518 21,163 SH   SOLE   2,736 0 18,427
Comcast Corp. Class A COMMON STOCKS 20030n101 21,434 375,899 SH   SOLE   233,331 0 142,568
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 867 39,419 SH   SOLE   5,066 0 34,353
CoreSite Realty Corp. COMMON STOCKS 21870Q105 1,059 7,867 SH   SOLE   1,003 0 6,864
Corning, Inc. COMMON STOCKS 219350105 2,988 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 255 5,750 SH   SOLE   5,750 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 19,461 99,751 SH   SOLE   63,301 0 36,450
Curtiss-Wright Corp. COMMON STOCKS 231561101 783 6,597 SH   SOLE   844 0 5,753
Dycom Industries, Inc. COMMON STOCKS 267475101 832 11,168 SH   SOLE   1,425 0 9,743
EPAM Systems, Inc. COMMON STOCKS 29414B104 2,235 4,374 SH   SOLE   565 0 3,809
Eli Lilly & Co. COMMON STOCKS 532457108 23,100 100,645 SH   SOLE   72,911 0 27,734
Evercore, Inc. COMMON STOCKS 29977A105 1,085 7,705 SH   SOLE   984 0 6,721
ExxonMobil Corp. COMMON STOCKS 30231G102 340 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,598 16,668 SH   SOLE   2,135 0 14,533
Facebook, Inc. Class A COMMON STOCKS 30303M102 2,174 6,252 SH   SOLE   3,495 0 2,757
FedEx Corp. COMMON STOCKS 31428X106 905 3,033 SH   SOLE   1,707 0 1,326
Fiserv, Inc. COMMON STOCKS 337738108 2,285 21,376 SH   SOLE   9,810 0 11,566
Five Below, Inc. COMMON STOCKS 33829M101 1,585 8,201 SH   SOLE   1,057 0 7,144
Hershey Foods Corp. COMMON STOCKS 427866108 1,637 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 28,778 131,198 SH   SOLE   82,270 0 48,928
Horizon Therapeutics plc COMMON STOCKS G46188101 2,517 26,884 SH   SOLE   3,470 0 23,414
Integra Lifesciences Holdings COMMON STOCKS 457985208 787 11,533 SH   SOLE   1,475 0 10,058
Intel Corp. COMMON STOCKS 458140100 3,821 68,060 SH   SOLE   68,060 0 0
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 21,467 180,847 SH   SOLE   114,399 0 66,448
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 37,350 250,000 SH   SOLE   250,000 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 39,627 254,772 SH   SOLE   178,808 0 75,964
Johnson & Johnson COMMON STOCKS 478160104 4,871 29,567 SH   SOLE   29,067 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 275 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100 30,722 94,761 SH   SOLE   62,946 0 31,815
Knight Swift Transportation Hl COMMON STOCKS 499049104 1,085 23,875 SH   SOLE   3,066 0 20,809
LGI Homes, Inc. COMMON STOCKS 50187T106 1,612 9,956 SH   SOLE   1,269 0 8,687
LHC Group, Inc. COMMON STOCKS 50187A107 1,584 7,912 SH   SOLE   1,018 0 6,894
Lithia Motors, Inc. COMMON STOCKS 536797103 880 2,562 SH   SOLE   329 0 2,233
Lockheed Martin Corp. COMMON STOCKS 539830109 10,504 27,763 SH   SOLE   17,354 0 10,409
Lowe's Companies, Inc. COMMON STOCKS 548661107 32,442 167,252 SH   SOLE   104,511 0 62,741
Lululemon Athletica, Inc. COMMON STOCKS 550021109 674 1,846 SH   SOLE   653 0 1,193
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 1,228 2,649 SH   SOLE   346 0 2,303
MasTec, Inc. COMMON STOCKS 576323109 2,391 22,534 SH   SOLE   2,883 0 19,651
Mastercard, Inc. COMMON STOCKS 57636Q104 15,426 42,253 SH   SOLE   27,290 0 14,963
Maxim Integrated Products, Inc COMMON STOCKS 57772k101 2,799 26,569 SH   SOLE   21,564 0 5,005
McDonald's Corp. COMMON STOCKS 580135101 5,883 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 3,765 13,305 SH   SOLE   2,832 0 10,473
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,699 15,282 SH   SOLE   2,133 0 13,149
Merck & Co., Inc. COMMON STOCKS 58933y105 13,273 170,673 SH   SOLE   111,189 0 59,484
Microsoft Corp. COMMON STOCKS 594918104 63,533 234,524 SH   SOLE   161,339 0 73,185
Moelis & Co. Class A COMMON STOCKS 60786M105 715 12,576 SH   SOLE   1,672 0 10,904
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 1,822 4,878 SH   SOLE   621 0 4,257
Moody's Corp. COMMON STOCKS 615369105 17,886 49,357 SH   SOLE   32,767 0 16,590
NIKE, Inc. Class B COMMON STOCKS 654106103 3,782 24,482 SH   SOLE   16,810 0 7,672
NV5 Global, Inc. COMMON STOCKS 62945V109 1,354 14,325 SH   SOLE   1,826 0 12,499
NVIDIA Corp. COMMON STOCKS 67066G104 622 778 SH   SOLE   279 0 499
Netflix, Inc. COMMON STOCKS 64110L106 2,347 4,444 SH   SOLE   3,109 0 1,335
Norfolk Southern Corporation COMMON STOCKS 655844108 2,432 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 16,348 44,983 SH   SOLE   27,347 0 17,636
NuVasive, Inc. COMMON STOCKS 670704105 577 8,517 SH   SOLE   1,089 0 7,428
O Reilly Automotive COMMON STOCKS 67103H107 340 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1,307 15,537 SH   SOLE   2,015 0 13,522
PTC, Inc. COMMON STOCKS 69370C100 1,295 9,164 SH   SOLE   1,172 0 7,992
Pacira BioSciences, Inc. COMMON STOCKS 695127100 910 14,992 SH   SOLE   1,933 0 13,059
PayPal Holdings Inc. COMMON STOCKS 70450Y103 300 1,028 SH   SOLE   1,028 0 0
PepsiCo, Inc. COMMON STOCKS 713448108 1,401 9,454 SH   SOLE   8,388 0 1,066
Pfizer, Inc. COMMON STOCKS 717081103 1,673 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 857 11,390 SH   SOLE   1,472 0 9,918
Pool Corp. COMMON STOCKS 73278L105 2,649 5,775 SH   SOLE   1,248 0 4,527
Procter & Gamble Co. COMMON STOCKS 742718109 560 4,150 SH   SOLE   4,150 0 0
Qorvo, Inc. COMMON STOCKS 74736K101 534 2,730 SH   SOLE   812 0 1,918
RH COMMON STOCKS 74967X103 2,789 4,108 SH   SOLE   533 0 3,575
Rackspace Technology COMMON STOCKS 750102105 1,087 55,408 SH   SOLE   7,144 0 48,264
Raytheon Technologies Corp. COMMON STOCKS 75513E101 32,424 380,077 SH   SOLE   240,868 0 139,209
Regions Financial Corp. COMMON STOCKS 7591EP100 13,397 663,876 SH   SOLE   438,303 0 225,573
S&P Global, Inc. COMMON STOCKS 78409V104 9,857 24,015 SH   SOLE   16,492 0 7,523
Sherwin-Williams Co. COMMON STOCKS 824348106 311 1,140 SH   SOLE   1,140 0 0
Skyworks Solutions, Inc. COMMON STOCKS 83088M102 11,792 61,498 SH   SOLE   41,477 0 20,021
Starbucks Corp. COMMON STOCKS 855244109 1,753 15,677 SH   SOLE   9,128 0 6,549
Stryker Corp. COMMON STOCKS 863667101 28,512 109,777 SH   SOLE   68,183 0 41,594
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 635 20,639 SH   SOLE   2,620 0 18,019
Syneos Health Class A COMMON STOCKS 87166B102 2,105 23,524 SH   SOLE   3,025 0 20,499
T Rowe Price Group Inc. COMMON STOCKS 74144t108 429 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 25,330 187,339 SH   SOLE   114,753 0 72,586
Texas Instruments, Inc. COMMON STOCKS 882508104 24,937 129,679 SH   SOLE   81,552 0 48,127
The Home Depot, Inc. COMMON STOCKS 437076102 20,513 64,326 SH   SOLE   42,614 0 21,712
The TJX Companies, Inc. COMMON STOCKS 872540109 1,153 17,096 SH   SOLE   10,026 0 7,070
The Walt Disney Co. COMMON STOCKS 254687106 5,203 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,468 2,910 SH   SOLE   1,558 0 1,352
Twitter, Inc. COMMON STOCKS 90184L102 623 9,047 SH   SOLE   3,935 0 5,112
U.S. Bancorp COMMON STOCKS 902973304 2,066 36,259 SH   SOLE   29,578 0 6,681
United Bankshares, Inc. COMMON STOCKS 909907107 1,164 31,882 SH   SOLE   4,114 0 27,768
UnitedHealth Group COMMON STOCKS 91324P102 36,244 90,511 SH   SOLE   57,015 0 33,496
Verint Systems, Inc. COMMON STOCKS 92343X100 957 21,240 SH   SOLE   2,735 0 18,505
Visa, Inc. Class A COMMON STOCKS 92826C839 31,527 134,835 SH   SOLE   87,259 0 47,576
ePlus, Inc. COMMON STOCKS 294268107 845 9,752 SH   SOLE   1,242 0 8,510
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 1,017 12,840 SH   SOLE   12,840 0 0