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
Abbott Laboratories COMMON STOCKS 002824100 25,130 229,518 SH   SOLE   145,877 0 83,641
Abbvie Inc. COMMON STOCKS 00287Y109 1,264 11,800 SH   SOLE   11,800 0 0
Accenture plc COMMON STOCKS G1151C101 24,721 94,639 SH   SOLE   59,429 0 35,210
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 1,064 11,604 SH   SOLE   4,998 0 6,606
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 773 22,646 SH   SOLE   1,802 0 20,844
Alphabet, Inc. Class A COMMON STOCKS 02079K305 4,446 2,537 SH   SOLE   1,778 0 759
Alphabet, Inc. Class C COMMON STOCKS 02079K107 4,117 2,350 SH   SOLE   2,290 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 15,438 4,740 SH   SOLE   4,217 0 523
American Express Co. COMMON STOCKS 025816109 18,717 154,802 SH   SOLE   98,175 0 56,627
American Tower Corp. COMMON STOCKS 03027X100 22,071 98,330 SH   SOLE   60,418 0 37,912
Amgen,Inc. COMMON STOCKS 031162100 1,609 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 23,065 156,132 SH   SOLE   99,387 0 56,745
Apple, Inc. COMMON STOCKS 037833100 66,287 499,560 SH   SOLE   364,200 0 135,360
Bank of America Corp. COMMON STOCKS 060505104 2,754 90,850 SH   SOLE   90,850 0 0
Becton, Dickinson & Co. COMMON STOCKS 075887109 13,442 53,720 SH   SOLE   32,630 0 21,090
Berkshire Hathaway Inc. Class COMMON STOCKS 084990175 348 1 SH   SOLE   1 0 0
BioTelemetry, Inc. COMMON STOCKS 090672106 1,093 15,161 SH   SOLE   1,189 0 13,972
Blackbaud, Inc. COMMON STOCKS 09227Q100 553 9,610 SH   SOLE   751 0 8,859
Boeing Co. COMMON STOCKS 097023105 810 3,786 SH   SOLE   930 0 2,856
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 13,648 220,020 SH   SOLE   148,060 0 71,960
Broadcom, Inc. COMMON STOCKS 11135F101 28,797 65,769 SH   SOLE   42,291 0 23,478
Brooks Automation, Inc. COMMON STOCKS 114340102 1,938 28,565 SH   SOLE   2,241 0 26,324
CEVA, Inc. COMMON STOCKS 157210105 1,114 24,477 SH   SOLE   1,907 0 22,570
Cambium Networks Corp. COMMON STOCKS G17766109 980 39,059 SH   SOLE   3,113 0 35,946
Cantel Medical Corp. COMMON STOCKS 138098108 1,167 14,792 SH   SOLE   1,182 0 13,610
Carrier Global Corp. COMMON STOCKS 14448C104 534 14,170 SH   SOLE   14,170 0 0
Century Communities, Inc. COMMON STOCKS 156504300 785 17,932 SH   SOLE   1,428 0 16,504
Ciena Corp. COMMON STOCKS 171779309 1,242 23,504 SH   SOLE   1,843 0 21,661
Cigna Corp. New COMMON STOCKS 125523100 312 1,500 SH   SOLE   1,500 0 0
Cisco Systems, Inc. COMMON STOCKS 17275R102 14,680 328,045 SH   SOLE   205,401 0 122,644
Coca-Cola Co. COMMON STOCKS 191216100 1,190 21,701 SH   SOLE   21,701 0 0
Colgate-Palmolive Co. COMMON STOCKS 194162103 582 6,806 SH   SOLE   6,696 0 110
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 932 35,637 SH   SOLE   2,802 0 32,835
CoreSite Realty Corp. COMMON STOCKS 21870Q105 892 7,118 SH   SOLE   555 0 6,563
Corning, Inc. COMMON STOCKS 219350105 2,630 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 223 5,750 SH   SOLE   5,750 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 15,481 97,248 SH   SOLE   60,888 0 36,360
Curtiss-Wright Corp. COMMON STOCKS 231561101 695 5,971 SH   SOLE   466 0 5,505
CyrusOne, Inc. COMMON STOCKS 23283R100 667 9,123 SH   SOLE   711 0 8,412
Dycom Industries, Inc. COMMON STOCKS 267475101 763 10,105 SH   SOLE   789 0 9,316
EPAM Systems, Inc. COMMON STOCKS 29414B104 1,413 3,942 SH   SOLE   313 0 3,629
Eagle Pharmaceuticals, Inc. COMMON STOCKS 269796108 494 10,614 SH   SOLE   833 0 9,781
Eli Lilly & Co. COMMON STOCKS 532457108 16,687 98,836 SH   SOLE   71,211 0 27,625
Evercore, Inc. COMMON STOCKS 29977A105 765 6,979 SH   SOLE   546 0 6,433
ExxonMobil Corp. COMMON STOCKS 30231G102 222 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,171 15,086 SH   SOLE   1,181 0 13,905
Facebook, Inc. Class A COMMON STOCKS 30303M102 2,068 7,572 SH   SOLE   3,422 0 4,150
FedEx Corp. COMMON STOCKS 31428X106 1,012 3,899 SH   SOLE   1,665 0 2,234
Fiserv, Inc. COMMON STOCKS 337738108 2,840 24,944 SH   SOLE   9,602 0 15,342
Five Below, Inc. COMMON STOCKS 33829M101 1,295 7,403 SH   SOLE   583 0 6,820
Hasbro Inc. COMMON STOCKS 418056107 266 2,843 SH   SOLE   2,843 0 0
Hershey Foods Corp. COMMON STOCKS 427866108 1,432 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 16,994 79,895 SH   SOLE   50,356 0 29,539
Horizon Therapeutics plc COMMON STOCKS G46188101 1,776 24,279 SH   SOLE   1,926 0 22,353
Integra Lifesciences Holdings COMMON STOCKS 457985208 678 10,443 SH   SOLE   816 0 9,627
Intel Corp. COMMON STOCKS 458140100 3,391 68,060 SH   SOLE   68,060 0 0
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 20,319 176,244 SH   SOLE   110,054 0 66,190
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 27,210 250,000 SH   SOLE   250,000 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 32,122 252,794 SH   SOLE   177,006 0 75,788
Johnson & Johnson COMMON STOCKS 478160104 4,758 30,235 SH   SOLE   29,735 0 500
KLA Corp. COMMON STOCKS 482480100 24,404 94,257 SH   SOLE   62,536 0 31,721
Knight Swift Transportation Hl COMMON STOCKS 499049104 903 21,591 SH   SOLE   1,696 0 19,895
LGI Homes, Inc. COMMON STOCKS 50187T106 954 9,009 SH   SOLE   702 0 8,307
LHC Group, Inc. COMMON STOCKS 50187A107 1,526 7,153 SH   SOLE   563 0 6,590
Lithia Motors, Inc. COMMON STOCKS 536797103 676 2,311 SH   SOLE   182 0 2,129
Lockheed Martin Corp. COMMON STOCKS 539830109 15,821 44,568 SH   SOLE   27,402 0 17,166
Lowe's Companies, Inc. COMMON STOCKS 548661107 26,551 165,417 SH   SOLE   102,871 0 62,546
Lululemon Athletica, Inc. COMMON STOCKS 550021109 916 2,633 SH   SOLE   616 0 2,017
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 1,362 2,387 SH   SOLE   191 0 2,196
MasTec, Inc. COMMON STOCKS 576323109 1,384 20,293 SH   SOLE   1,598 0 18,695
Mastercard, Inc. COMMON STOCKS 57636Q104 15,484 43,381 SH   SOLE   26,809 0 16,572
Maxim Integrated Products, Inc COMMON STOCKS 57772k101 2,642 29,805 SH   SOLE   21,400 0 8,405
McDonald's Corp. COMMON STOCKS 580135101 5,944 27,699 SH   SOLE   27,699 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,592 13,201 SH   SOLE   2,194 0 11,007
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 1,872 13,449 SH   SOLE   1,184 0 12,265
Merck & Co., Inc. COMMON STOCKS 58933y105 14,236 174,031 SH   SOLE   114,812 0 59,219
Microsoft Corp. COMMON STOCKS 594918104 53,312 239,690 SH   SOLE   162,621 0 77,069
Moelis & Co. Class A COMMON STOCKS 60786M105 524 11,211 SH   SOLE   924 0 10,287
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 1,610 4,395 SH   SOLE   343 0 4,052
Moody's Corp. COMMON STOCKS 615369105 14,046 48,396 SH   SOLE   31,874 0 16,522
NIKE, Inc. Class B COMMON STOCKS 654106103 3,939 27,846 SH   SOLE   16,658 0 11,188
NV5 Global, Inc. COMMON STOCKS 62945V109 1,016 12,892 SH   SOLE   1,010 0 11,882
Netflix, Inc. COMMON STOCKS 64110L106 2,833 5,240 SH   SOLE   3,055 0 2,185
Norfolk Southern Corporation COMMON STOCKS 655844108 2,178 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 13,213 43,361 SH   SOLE   25,783 0 17,578
NuVasive, Inc. COMMON STOCKS 670704105 433 7,683 SH   SOLE   576 0 7,107
O Reilly Automotive COMMON STOCKS 67103H107 272 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1,140 13,936 SH   SOLE   1,114 0 12,822
Otis Worldwide Corp. COMMON STOCKS 68902V107 416 6,152 SH   SOLE   6,152 0 0
PTC, Inc. COMMON STOCKS 69370C100 987 8,254 SH   SOLE   649 0 7,605
PayPal Holdings Inc. COMMON STOCKS 70450Y103 241 1,028 SH   SOLE   1,028 0 0
PepsiCo, Inc. COMMON STOCKS 713448108 2,591 17,474 SH   SOLE   13,299 0 4,175
Pfizer, Inc. COMMON STOCKS 717081103 1,572 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 794 10,227 SH   SOLE   814 0 9,413
Pool Corp. COMMON STOCKS 73278L105 2,910 7,813 SH   SOLE   1,118 0 6,695
Procter & Gamble Co. COMMON STOCKS 742718109 1,274 9,158 SH   SOLE   9,158 0 0
Qorvo, Inc. COMMON STOCKS 74736K101 641 3,854 SH   SOLE   749 0 3,105
RH COMMON STOCKS 74967X103 1,648 3,682 SH   SOLE   295 0 3,387
Raytheon Technologies Corp. COMMON STOCKS 75513E101 20,981 293,404 SH   SOLE   183,495 0 109,909
S&P Global, Inc. COMMON STOCKS 78409V104 7,774 23,649 SH   SOLE   16,150 0 7,499
Sherwin-Williams Co. COMMON STOCKS 824348106 588 800 SH   SOLE   800 0 0
Starbucks Corp. COMMON STOCKS 855244109 2,084 19,479 SH   SOLE   8,939 0 10,540
Stryker Corp. COMMON STOCKS 863667101 26,398 107,729 SH   SOLE   65,529 0 42,200
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 468 18,600 SH   SOLE   1,448 0 17,152
Syneos Health Class A COMMON STOCKS 87166B102 1,440 21,143 SH   SOLE   1,681 0 19,462
T Rowe Price Group Inc. COMMON STOCKS 74144t108 328 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 22,204 183,394 SH   SOLE   111,024 0 72,370
Texas Instruments, Inc. COMMON STOCKS 882508104 21,086 128,469 SH   SOLE   80,470 0 47,999
The Home Depot, Inc. COMMON STOCKS 437076102 23,160 87,193 SH   SOLE   55,295 0 31,898
The TJX Companies, Inc. COMMON STOCKS 872540109 1,408 20,623 SH   SOLE   9,817 0 10,806
The Walt Disney Co. COMMON STOCKS 254687106 5,363 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,723 3,700 SH   SOLE   1,514 0 2,186
Truist Financial Corp. COMMON STOCKS 89832Q109 355 7,413 SH   SOLE   7,413 0 0
U.S. Bancorp COMMON STOCKS 902973304 1,847 39,635 SH   SOLE   29,418 0 10,217
United Bankshares, Inc. COMMON STOCKS 909907107 544 16,781 SH   SOLE   1,391 0 15,390
UnitedHealth Group COMMON STOCKS 91324P102 31,771 90,597 SH   SOLE   55,659 0 34,938
Verint Systems, Inc. COMMON STOCKS 92343X100 1,282 19,086 SH   SOLE   1,519 0 17,567
Visa, Inc. Class A COMMON STOCKS 92826C839 29,736 135,948 SH   SOLE   85,880 0 50,068
ePlus, Inc. COMMON STOCKS 294268107 777 8,830 SH   SOLE   688 0 8,142
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 880 12,840 SH   SOLE   12,840 0 0