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
AAON, Inc. COMMON STOCKS 000360206   1,789,903 20,517 SH   SOLE   1,930 0 18,587
APi Group Corp. COMMON STOCKS 00187Y100   1,822,383 48,429 SH   SOLE   4,535 0 43,894
AbbVie, Inc. COMMON STOCKS 00287Y109   30,024,919 175,052 SH   SOLE   103,704 0 71,348
Abbott Laboratories COMMON STOCKS 002824100   13,552,150 130,422 SH   SOLE   79,509 0 50,913
Accenture plc COMMON STOCKS G1151C101   25,004,018 82,410 SH   SOLE   49,298 0 33,112
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,464,919 9,031 SH   SOLE   4,812 0 4,219
Alphabet, Inc. Class A COMMON STOCKS 02079K305   6,601,116 36,240 SH   SOLE   26,719 0 9,521
Alphabet, Inc. Class C COMMON STOCKS 02079K107   6,574,323 35,843 SH   SOLE   34,643 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   16,860,676 87,248 SH   SOLE   81,236 0 6,012
American Tower Corp. COMMON STOCKS 03027X100   251,528 1,294 SH   SOLE   840 0 454
Amgen,Inc. COMMON STOCKS 031162100   2,112,787 6,762 SH   SOLE   6,762 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   48,683,749 213,282 SH   SOLE   132,633 0 80,649
Apple, Inc. COMMON STOCKS 037833100   80,185,400 380,711 SH   SOLE   255,338 0 125,373
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   32,197,745 124,167 SH   SOLE   73,558 0 50,609
Bank of America Corp. COMMON STOCKS 060505104   1,366,100 34,350 SH   SOLE   34,350 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   1,023,344 13,435 SH   SOLE   1,254 0 12,181
Boeing Co. COMMON STOCKS 097023105   443,012 2,434 SH   SOLE   834 0 1,600
Broadcom, Inc. COMMON STOCKS 11135F101   60,027,803 37,388 SH   SOLE   24,718 0 12,670
Carrier Global Corp. COMMON STOCKS 14448C104   598,503 9,488 SH   SOLE   9,488 0 0
Catalyst Pharmaceuticals COMMON STOCKS 14888U101   1,390,739 89,783 SH   SOLE   8,449 0 81,334
Century Communities, Inc. COMMON STOCKS 156504300   2,081,268 25,487 SH   SOLE   2,386 0 23,101
Ciena Corp. COMMON STOCKS 171779309   1,590,807 33,018 SH   SOLE   3,080 0 29,938
Cisco Systems, Inc. COMMON STOCKS 17275R102   14,936,621 314,389 SH   SOLE   185,431 0 128,958
Comcast Corp. Class A COMMON STOCKS 20030n101   21,275,276 543,291 SH   SOLE   314,253 0 229,038
ConocoPhillips COMMON STOCKS 20825C104   37,097,552 324,336 SH   SOLE   208,134 0 116,202
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   1,630,446 50,183 SH   SOLE   4,693 0 45,490
Costco Wholesale Corp. COMMON STOCKS 22160K105   429,245 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   2,263,767 8,354 SH   SOLE   780 0 7,574
Deere & Co. COMMON STOCKS 244199105   12,574,144 33,654 SH   SOLE   19,414 0 14,240
Dycom Industries, Inc. COMMON STOCKS 267475101   2,387,954 14,150 SH   SOLE   1,317 0 12,833
EOG Resources, Inc. COMMON STOCKS 26875P101   20,858,295 165,713 SH   SOLE   103,122 0 62,591
Eli Lilly & Co. COMMON STOCKS 532457108   56,497,523 62,402 SH   SOLE   46,837 0 15,565
Emerson Electric Co. COMMON STOCKS 291011104   29,974,646 272,101 SH   SOLE   157,392 0 114,709
Ensign Group, Inc. COMMON STOCKS 29358P101   2,294,573 18,551 SH   SOLE   1,740 0 16,811
Evercore, Inc. COMMON STOCKS 29977A105   2,034,120 9,759 SH   SOLE   910 0 8,849
ExlService Holdings, Inc. COMMON STOCKS 302081104   2,983,967 95,152 SH   SOLE   8,950 0 86,202
ExxonMobil Corp. COMMON STOCKS 30231G102   619,691 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100   3,917,374 16,003 SH   SOLE   1,511 0 14,492
Fiserv, Inc. COMMON STOCKS 337738108   3,009,416 20,192 SH   SOLE   8,905 0 11,287
Five Below, Inc. COMMON STOCKS 33829M101   1,139,717 10,459 SH   SOLE   976 0 9,483
Genuine Parts Co. COMMON STOCKS 372460105   11,810,177 85,383 SH   SOLE   49,506 0 35,877
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,839,250 35,127 SH   SOLE   3,299 0 31,828
Hershey Foods Corp. COMMON STOCKS 427866108   12,591,804 68,497 SH   SOLE   43,324 0 25,173
Honeywell International, Inc. COMMON STOCKS 438516106   19,368,078 90,700 SH   SOLE   52,965 0 37,735
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   25,881,132 189,065 SH   SOLE   111,102 0 77,963
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   13,863,147 145,606 SH   SOLE   145,606 0 0
Jacobs Solutions, Inc. COMMON STOCKS 46982L108   26,989,876 193,185 SH   SOLE   111,073 0 82,112
Johnson & Johnson COMMON STOCKS 478160104   3,784,521 25,893 SH   SOLE   25,393 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   265,880 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   56,502,021 68,528 SH   SOLE   43,822 0 24,706
LGI Homes, Inc. COMMON STOCKS 50187T106   1,131,333 12,642 SH   SOLE   1,173 0 11,469
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,747,203 34,216 SH   SOLE   3,214 0 31,002
Lithia Motors, Inc. COMMON STOCKS 536797103   1,406,147 5,570 SH   SOLE   523 0 5,047
Lowe's Companies, Inc. COMMON STOCKS 548661107   34,746,937 157,611 SH   SOLE   91,439 0 66,172
Lululemon Athletica, Inc. COMMON STOCKS 550021109   523,024 1,751 SH   SOLE   561 0 1,190
MP Materials Corp. COMMON STOCKS 553368101   687,624 54,016 SH   SOLE   5,061 0 48,955
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,387,433 94,216 SH   SOLE   8,833 0 85,383
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   679,204 3,387 SH   SOLE   317 0 3,070
MasTec, Inc. COMMON STOCKS 576323109   3,055,848 28,562 SH   SOLE   2,666 0 25,896
Mastercard, Inc. COMMON STOCKS 57636Q104   30,951,344 70,159 SH   SOLE   41,589 0 28,570
Matador Resources Co. COMMON STOCKS 576485205   1,184,908 19,881 SH   SOLE   1,855 0 18,026
McDonald's Corp. COMMON STOCKS 580135101   6,345,771 24,901 SH   SOLE   24,901 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   3,682,351 8,941 SH   SOLE   838 0 8,103
Merck & Co., Inc. COMMON STOCKS 58933y105   33,139,403 267,685 SH   SOLE   159,787 0 107,898
Meta Platforms, Inc. COMMON STOCKS 30303M102   2,798,421 5,550 SH   SOLE   3,085 0 2,465
Microsoft Corp. COMMON STOCKS 594918104   91,058,911 203,734 SH   SOLE   136,466 0 67,268
Modine Manufacturing Co. COMMON STOCKS 607828100   1,778,072 17,747 SH   SOLE   1,670 0 16,077
Moelis & Co. Class A COMMON STOCKS 60786M105   926,193 16,289 SH   SOLE   1,546 0 14,743
Moody's Corp. COMMON STOCKS 615369105   21,253,177 50,491 SH   SOLE   31,048 0 19,443
NIKE, Inc. Class B COMMON STOCKS 654106103   1,118,491 14,840 SH   SOLE   9,073 0 5,767
NV5 Global, Inc. COMMON STOCKS 62945V109   1,681,641 18,088 SH   SOLE   1,688 0 16,400
NVIDIA Corp. COMMON STOCKS 67066G104   3,664,196 29,660 SH   SOLE   9,620 0 20,040
Norfolk Southern Corporation COMMON STOCKS 655844108   1,967,634 9,165 SH   SOLE   9,165 0 0
O Reilly Automotive COMMON STOCKS 67103H107   633,636 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   1,948,282 19,846 SH   SOLE   1,865 0 17,981
Onto Innovation, Inc. COMMON STOCKS 683344105   3,942,639 17,957 SH   SOLE   1,696 0 16,261
Oracle Systems COMMON STOCKS 68389x105   781,118 5,532 SH   SOLE   1,800 0 3,732
PTC, Inc. COMMON STOCKS 69370C100   2,106,464 11,595 SH   SOLE   1,082 0 10,513
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,019,575 35,637 SH   SOLE   3,336 0 32,301
PepsiCo, Inc. COMMON STOCKS 713448108   1,559,248 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,336,123 17,865 SH   SOLE   1,666 0 16,199
Pool Corp. COMMON STOCKS 73278L105   1,516,674 4,935 SH   SOLE   946 0 3,989
Procter & Gamble Co. COMMON STOCKS 742718109   684,418 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   23,960,063 238,670 SH   SOLE   141,978 0 96,692
Rambus International, Inc. COMMON STOCKS 750917106   1,353,772 23,039 SH   SOLE   2,168 0 20,871
S&P Global, Inc. COMMON STOCKS 78409V104   10,855,640 24,340 SH   SOLE   15,554 0 8,786
Starbucks Corp. COMMON STOCKS 855244109   1,129,915 14,514 SH   SOLE   8,188 0 6,326
Stride, Inc. COMMON STOCKS 86333m108   1,628,762 23,103 SH   SOLE   2,162 0 20,941
Stryker Corp. COMMON STOCKS 863667101   39,200,567 115,211 SH   SOLE   66,505 0 48,706
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,166,996 43,626 SH   SOLE   4,094 0 39,532
T-Mobile US, Inc. COMMON STOCKS 872590104   1,298,975 7,373 SH   SOLE   3,820 0 3,553
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   30,294,346 201,385 SH   SOLE   116,308 0 85,077
Texas Instruments, Inc. COMMON STOCKS 882508104   26,298,336 135,189 SH   SOLE   78,472 0 56,717
The Brink's Co. COMMON STOCKS 109696104   1,861,734 18,181 SH   SOLE   1,701 0 16,480
The Home Depot, Inc. COMMON STOCKS 437076102   22,653,462 65,807 SH   SOLE   41,108 0 24,699
The TJX Companies, Inc. COMMON STOCKS 872540109   1,773,050 16,104 SH   SOLE   9,071 0 7,033
The Walt Disney Co. COMMON STOCKS 254687106   1,545,449 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,544,529 2,793 SH   SOLE   1,452 0 1,341
Transmedics Group, Inc. COMMON STOCKS 89377M109   1,791,022 11,891 SH   SOLE   1,121 0 10,770
UnitedHealth Group COMMON STOCKS 91324P102   30,141,572 59,187 SH   SOLE   36,017 0 23,170
Verint Systems, Inc. COMMON STOCKS 92343X100   871,912 27,078 SH   SOLE   2,535 0 24,543
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   828,228 1,767 SH   SOLE   578 0 1,189
Visa, Inc. Class A COMMON STOCKS 92826C839   35,967,576 137,035 SH   SOLE   82,565 0 54,470
Vital Farms, Inc. COMMON STOCKS 92847w103   3,059,132 65,408 SH   SOLE   6,166 0 59,242
Zoetis, Inc. COMMON STOCKS 98978V103   18,991,068 109,547 SH   SOLE   62,989 0 46,558
ePlus, Inc. COMMON STOCKS 294268107   2,398,431 32,552 SH   SOLE   3,059 0 29,493
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   1,041,067 12,840 SH   SOLE   12,840 0 0