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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAON, Inc. COMMON STOCKS 000360206   2,377,018 20,199 SH   SOLE   1,901 0 18,298
APi Group Corp. COMMON STOCKS 00187Y100   1,706,741 47,449 SH   SOLE   4,451 0 42,998
AbbVie, Inc. COMMON STOCKS 00287Y109   29,108,682 163,808 SH   SOLE   90,176 0 73,632
Abbott Laboratories COMMON STOCKS 002824100   13,743,204 121,503 SH   SOLE   69,279 0 52,224
Accenture plc COMMON STOCKS G1151C101   26,954,150 76,620 SH   SOLE   42,660 0 33,960
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,033,721 8,558 SH   SOLE   4,681 0 3,877
Alphabet, Inc. Class A COMMON STOCKS 02079K305   6,728,669 35,545 SH   SOLE   26,472 0 9,073
Alphabet, Inc. Class C COMMON STOCKS 02079K107   6,811,848 35,769 SH   SOLE   34,569 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   19,023,746 86,712 SH   SOLE   81,021 0 5,691
American Superconductor Corp. COMMON STOCKS 030111207   1,482,849 60,205 SH   SOLE   5,118 0 55,087
Amgen,Inc. COMMON STOCKS 031162100   1,762,448 6,762 SH   SOLE   6,762 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   42,373,447 199,442 SH   SOLE   117,212 0 82,230
Apple, Inc. COMMON STOCKS 037833100   90,042,326 359,565 SH   SOLE   232,118 0 127,447
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   40,069,118 141,163 SH   SOLE   77,038 0 64,125
Bank of America Corp. COMMON STOCKS 060505104   1,509,683 34,350 SH   SOLE   34,350 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   971,604 13,144 SH   SOLE   1,233 0 11,911
Boot Barn Holdings, Inc. COMMON STOCKS 099406100   1,833,530 12,077 SH   SOLE   1,136 0 10,941
Broadcom, Inc. COMMON STOCKS 11135F101   75,164,418 324,208 SH   SOLE   215,423 0 108,785
Carrier Global Corp. COMMON STOCKS 14448C104   647,651 9,488 SH   SOLE   9,488 0 0
Catalyst Pharmaceuticals COMMON STOCKS 14888U101   1,839,169 88,125 SH   SOLE   8,298 0 79,827
Century Communities, Inc. COMMON STOCKS 156504300   1,834,147 25,002 SH   SOLE   2,344 0 22,658
Ciena Corp. COMMON STOCKS 171779309   2,739,787 32,305 SH   SOLE   3,027 0 29,278
Cisco Systems, Inc. COMMON STOCKS 17275R102   1,369,888 23,140 SH   SOLE   22,740 0 400
Comcast Corp. Class A COMMON STOCKS 20030n101   18,316,517 488,050 SH   SOLE   253,156 0 234,894
ConocoPhillips COMMON STOCKS 20825C104   29,866,831 301,168 SH   SOLE   182,272 0 118,896
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   2,475,510 49,127 SH   SOLE   4,608 0 44,519
Costco Wholesale Corp. COMMON STOCKS 22160K105   462,716 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   2,901,062 8,175 SH   SOLE   767 0 7,408
Deere & Co. COMMON STOCKS 244199105   13,228,338 31,221 SH   SOLE   16,627 0 14,594
Dycom Industries, Inc. COMMON STOCKS 267475101   2,408,990 13,840 SH   SOLE   1,295 0 12,545
EOG Resources, Inc. COMMON STOCKS 26875P101   18,685,360 152,434 SH   SOLE   88,672 0 63,762
Eli Lilly & Co. COMMON STOCKS 532457108   46,096,120 59,710 SH   SOLE   43,742 0 15,968
Emerson Electric Co. COMMON STOCKS 291011104   31,283,650 252,430 SH   SOLE   134,280 0 118,150
Ensign Group, Inc. COMMON STOCKS 29358P101   2,417,653 18,197 SH   SOLE   1,710 0 16,487
Evercore, Inc. COMMON STOCKS 29977A105   2,647,510 9,551 SH   SOLE   896 0 8,655
ExlService Holdings, Inc. COMMON STOCKS 302081104   4,143,450 93,363 SH   SOLE   8,793 0 84,570
ExxonMobil Corp. COMMON STOCKS 30231G102   579,049 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100   3,455,194 15,714 SH   SOLE   1,486 0 14,228
Fiserv, Inc. COMMON STOCKS 337738108   4,018,221 19,561 SH   SOLE   8,720 0 10,841
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,643,373 34,373 SH   SOLE   3,169 0 31,204
Honeywell International, Inc. COMMON STOCKS 438516106   19,003,674 84,128 SH   SOLE   45,394 0 38,734
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   32,371,256 217,242 SH   SOLE   117,258 0 99,984
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   12,310,987 145,606 SH   SOLE   145,606 0 0
Jacobs Solutions, Inc. COMMON STOCKS 46982L108   33,786,619 252,856 SH   SOLE   132,380 0 120,476
Johnson & Johnson COMMON STOCKS 478160104   3,744,646 25,893 SH   SOLE   25,393 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   315,720 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   40,408,965 64,129 SH   SOLE   38,767 0 25,362
LGI Homes, Inc. COMMON STOCKS 50187T106   1,090,769 12,201 SH   SOLE   988 0 11,213
Lantheus Holdings, Inc. COMMON STOCKS 516544103   3,001,383 33,550 SH   SOLE   3,155 0 30,395
Lithia Motors, Inc. COMMON STOCKS 536797103   1,953,712 5,466 SH   SOLE   513 0 4,953
Lowe's Companies, Inc. COMMON STOCKS 548661107   36,068,357 146,144 SH   SOLE   78,072 0 68,072
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,154,841 92,166 SH   SOLE   8,518 0 83,648
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   744,583 3,294 SH   SOLE   294 0 3,000
MasTec, Inc. COMMON STOCKS 576323109   3,806,066 27,957 SH   SOLE   2,621 0 25,336
Mastercard, Inc. COMMON STOCKS 57636Q104   41,963,416 79,692 SH   SOLE   43,720 0 35,972
Matador Resources Co. COMMON STOCKS 576485205   1,083,793 19,264 SH   SOLE   1,610 0 17,654
McDonald's Corp. COMMON STOCKS 580135101   7,218,551 24,901 SH   SOLE   24,901 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   2,913,657 8,770 SH   SOLE   824 0 7,946
Merck & Co., Inc. COMMON STOCKS 58933y105   24,570,366 246,988 SH   SOLE   137,313 0 109,675
Meta Platforms, Inc. COMMON STOCKS 30303M102   3,093,835 5,284 SH   SOLE   3,007 0 2,277
Microsoft Corp. COMMON STOCKS 594918104   81,310,722 192,908 SH   SOLE   124,881 0 68,027
Modine Manufacturing Co. COMMON STOCKS 607828100   2,811,187 24,249 SH   SOLE   4,998 0 19,251
Moelis COMMON STOCKS 60786M105   1,181,932 15,998 SH   SOLE   1,520 0 14,478
Moody's Corp. COMMON STOCKS 615369105   22,278,212 47,063 SH   SOLE   27,127 0 19,936
NIKE, Inc. Class B COMMON STOCKS 654106103   1,026,388 13,564 SH   SOLE   8,260 0 5,304
NV5 Global, Inc. COMMON STOCKS 62945V109   1,334,079 70,811 SH   SOLE   6,635 0 64,176
NVIDIA Corp. COMMON STOCKS 67066G104   3,673,503 27,355 SH   SOLE   8,936 0 18,419
Norfolk Southern Corporation COMMON STOCKS 655844108   2,151,026 9,165 SH   SOLE   9,165 0 0
O Reilly Automotive COMMON STOCKS 67103H107   711,480 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   2,136,443 19,470 SH   SOLE   1,833 0 17,637
Onto Innovation, Inc. COMMON STOCKS 683344105   2,937,559 17,625 SH   SOLE   1,667 0 15,958
Oracle Corp. COMMON STOCKS 68389x105   1,294,126 7,766 SH   SOLE   3,134 0 4,632
PTC, Inc. COMMON STOCKS 69370C100   2,087,476 11,353 SH   SOLE   1,063 0 10,290
PepsiCo, Inc. COMMON STOCKS 713448108   1,437,575 9,454 SH   SOLE   8,388 0 1,066
Pool Corp. COMMON STOCKS 73278L105   1,605,827 4,710 SH   SOLE   889 0 3,821
Procter & Gamble Co. COMMON STOCKS 742718109   695,748 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   25,709,144 222,167 SH   SOLE   123,056 0 99,111
Rambus, Inc. COMMON STOCKS 750917106   2,063,972 39,046 SH   SOLE   3,690 0 35,356
S&P Global, Inc. COMMON STOCKS 78409V104   11,375,503 22,841 SH   SOLE   13,823 0 9,018
Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102   2,055,611 16,177 SH   SOLE   1,524 0 14,653
Starbucks Corp. COMMON STOCKS 855244109   1,217,366 13,341 SH   SOLE   7,543 0 5,798
Stride, Inc. COMMON STOCKS 86333m108   2,356,197 22,671 SH   SOLE   2,122 0 20,549
Stryker Corp. COMMON STOCKS 863667101   38,466,327 106,836 SH   SOLE   56,981 0 49,855
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,545,912 42,752 SH   SOLE   4,022 0 38,730
T-Mobile US, Inc. COMMON STOCKS 872590104   1,987,894 9,006 SH   SOLE   4,806 0 4,200
TE Connectivity plc COMMON STOCKS G87052109   35,975,112 251,627 SH   SOLE   132,930 0 118,697
Texas Instruments, Inc. COMMON STOCKS 882508104   23,450,582 125,063 SH   SOLE   66,900 0 58,163
The Boeing Co. COMMON STOCKS 097023105   399,489 2,257 SH   SOLE   781 0 1,476
The Hershey Co. COMMON STOCKS 427866108   1,620,680 9,570 SH   SOLE   9,570 0 0
The Home Depot, Inc. COMMON STOCKS 437076102   23,973,133 61,629 SH   SOLE   36,543 0 25,086
The TJX Companies, Inc. COMMON STOCKS 872540109   1,848,272 15,299 SH   SOLE   8,836 0 6,463
The Walt Disney Co. COMMON STOCKS 254687106   1,733,163 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,375,488 2,644 SH   SOLE   1,412 0 1,232
Transmedics Group, Inc. COMMON STOCKS 89377M109   714,095 11,453 SH   SOLE   880 0 10,573
UnitedHealth Group COMMON STOCKS 91324P102   27,598,710 54,558 SH   SOLE   30,845 0 23,713
Verint Systems, Inc. COMMON STOCKS 92343X100   726,300 26,459 SH   SOLE   2,396 0 24,063
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   656,804 1,631 SH   SOLE   542 0 1,089
Visa, Inc. Class A COMMON STOCKS 92826C839   40,393,388 127,811 SH   SOLE   72,347 0 55,464
Vital Farms, Inc. COMMON STOCKS 92847w103   2,419,133 64,185 SH   SOLE   6,045 0 58,140
Vulcan Materials Co. COMMON STOCKS 929160109   15,719,068 61,109 SH   SOLE   30,543 0 30,566
Zoetis, Inc. COMMON STOCKS 98978V103   15,835,818 97,194 SH   SOLE   49,391 0 47,803
ePlus, Inc. COMMON STOCKS 294268107   2,360,688 31,953 SH   SOLE   3,009 0 28,944
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   1,135,056 12,840 SH   SOLE   12,840 0 0