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
Abbott Laboratories COMMON STOCKS 002824100   14,860,952 136,314 SH   SOLE   86,676 0 49,638
Abbvie Inc. COMMON STOCKS 00287Y109   1,216,073 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101   26,513,502 85,921 SH   SOLE   53,637 0 32,284
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,031,797 9,058 SH   SOLE   4,937 0 4,121
Air Products & Chemicals, Inc. COMMON STOCKS 009158106   17,618,055 58,819 SH   SOLE   35,258 0 23,561
Alphabet, Inc. Class A COMMON STOCKS 02079K305   4,394,067 36,709 SH   SOLE   27,142 0 9,567
Alphabet, Inc. Class C COMMON STOCKS 02079K107   4,344,396 35,913 SH   SOLE   34,713 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   11,422,665 87,624 SH   SOLE   81,613 0 6,011
American Tower Corp. COMMON STOCKS 03027X100   21,396,261 110,324 SH   SOLE   66,971 0 43,353
Amgen,Inc. COMMON STOCKS 031162100   1,554,140 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   43,155,480 221,526 SH   SOLE   142,757 0 78,769
Apple, Inc. COMMON STOCKS 037833100   82,833,903 427,045 SH   SOLE   304,514 0 122,531
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   19,069,874 86,851 SH   SOLE   52,568 0 34,283
Bank of America Corp. COMMON STOCKS 060505104   2,606,487 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   951,321 13,365 SH   SOLE   1,315 0 12,050
Boeing Co. COMMON STOCKS 097023105   514,175 2,435 SH   SOLE   875 0 1,560
Bristol-Myers Squibb Co. COMMON STOCKS 110122108   2,099,223 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101   45,726,706 52,715 SH   SOLE   34,807 0 17,908
CEVA, Inc. COMMON STOCKS 157210105   870,310 34,063 SH   SOLE   3,348 0 30,715
Cambium Networks Corp. COMMON STOCKS G17766109   1,175,212 77,215 SH   SOLE   7,676 0 69,539
Carrier Global Corp. COMMON STOCKS 14448C104   471,648 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300   1,928,449 25,169 SH   SOLE   2,498 0 22,671
Ciena Corp. COMMON STOCKS 171779309   1,392,185 32,765 SH   SOLE   3,224 0 29,541
Cisco Systems, Inc. COMMON STOCKS 17275R102   17,468,769 337,626 SH   SOLE   211,675 0 125,951
Coca-Cola Co. COMMON STOCKS 191216100   340,604 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101   23,434,532 564,008 SH   SOLE   341,448 0 222,560
ConocoPhillips COMMON STOCKS 20825C104   35,461,041 342,255 SH   SOLE   228,615 0 113,640
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   1,106,648 49,737 SH   SOLE   4,914 0 44,823
Corning, Inc. COMMON STOCKS 219350105   2,559,742 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047   329,475 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105   271,882 505 SH   SOLE   505 0 0
Crown Castle, Inc. COMMON STOCKS 22822V101   5,663,533 49,706 SH   SOLE   30,546 0 19,160
Curtiss-Wright Corp. COMMON STOCKS 231561101   1,526,215 8,310 SH   SOLE   816 0 7,494
Deere & Co. COMMON STOCKS 244199105   14,276,464 35,234 SH   SOLE   21,354 0 13,880
Dycom Industries, Inc. COMMON STOCKS 267475101   1,598,942 14,069 SH   SOLE   1,378 0 12,691
EOG Resources, Inc. COMMON STOCKS 26875P101   19,733,690 172,437 SH   SOLE   111,324 0 61,113
Eli Lilly & Co. COMMON STOCKS 532457108   41,432,976 88,347 SH   SOLE   63,883 0 24,464
Ensign Group, Inc. COMMON STOCKS 29358P101   1,747,395 18,305 SH   SOLE   1,825 0 16,480
Evercore, Inc. COMMON STOCKS 29977A105   1,199,595 9,706 SH   SOLE   954 0 8,752
ExlService Holdings, Inc. COMMON STOCKS 302081104   2,146,563 14,210 SH   SOLE   1,408 0 12,802
ExxonMobil Corp. COMMON STOCKS 30231G102   630,952 5,883 SH   SOLE   1,405 0 4,478
Fabrinet COMMON STOCKS G3323L100   2,726,441 20,992 SH   SOLE   2,067 0 18,925
Fiserv, Inc. COMMON STOCKS 337738108   2,578,128 20,437 SH   SOLE   9,280 0 11,157
Five Below, Inc. COMMON STOCKS 33829M101   2,035,368 10,356 SH   SOLE   1,024 0 9,332
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,250,042 34,656 SH   SOLE   3,455 0 31,201
Hershey Foods Corp. COMMON STOCKS 427866108   2,347,180 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106   29,670,425 142,990 SH   SOLE   87,127 0 55,863
Humana, Inc. COMMON STOCKS 444859102   447,130 1,000 SH   SOLE   1,000 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208   597,578 14,529 SH   SOLE   1,431 0 13,098
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   22,051,072 195,004 SH   SOLE   119,116 0 75,888
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   16,488,581 207,169 SH   SOLE   207,169 0 0
Johnson & Johnson COMMON STOCKS 478160104   4,828,218 29,170 SH   SOLE   28,670 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   272,560 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   49,422,083 101,897 SH   SOLE   65,698 0 36,199
LGI Homes, Inc. COMMON STOCKS 50187T106   1,692,600 12,548 SH   SOLE   1,228 0 11,320
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,834,062 33,771 SH   SOLE   3,370 0 30,401
Lithia Motors, Inc. COMMON STOCKS 536797103   985,012 3,239 SH   SOLE   318 0 2,921
Lowe's Companies, Inc. COMMON STOCKS 548661107   37,370,745 165,577 SH   SOLE   101,006 0 64,571
Lululemon Athletica, Inc. COMMON STOCKS 550021109   665,782 1,759 SH   SOLE   597 0 1,162
MP Materials Corp. COMMON STOCKS 553368101   1,220,785 53,356 SH   SOLE   5,304 0 48,052
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   1,945,560 93,089 SH   SOLE   9,257 0 83,832
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   875,507 3,349 SH   SOLE   332 0 3,017
MasTec, Inc. COMMON STOCKS 576323109   3,339,259 28,306 SH   SOLE   2,793 0 25,513
Mastercard, Inc. COMMON STOCKS 57636Q104   28,824,957 73,290 SH   SOLE   45,367 0 27,923
McDonald's Corp. COMMON STOCKS 580135101   7,599,607 25,467 SH   SOLE   25,467 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   2,700,471 11,244 SH   SOLE   1,120 0 10,124
Merck & Co., Inc. COMMON STOCKS 58933y105   32,304,815 279,962 SH   SOLE   174,640 0 105,322
Meta Platforms, Inc. COMMON STOCKS 30303M102   1,641,239 5,719 SH   SOLE   3,243 0 2,476
Microsoft Corp. COMMON STOCKS 594918104   73,953,369 217,165 SH   SOLE   148,946 0 68,219
Moelis & Co. Class A COMMON STOCKS 60786M105   725,712 16,006 SH   SOLE   1,621 0 14,385
Monolithic Power Systems, Inc. COMMON STOCKS 609839105   3,303,506 6,115 SH   SOLE   601 0 5,514
Moody's Corp. COMMON STOCKS 615369105   18,315,456 52,673 SH   SOLE   33,734 0 18,939
NIKE, Inc. Class B COMMON STOCKS 654106103   2,221,638 20,129 SH   SOLE   13,046 0 7,083
NV5 Global, Inc. COMMON STOCKS 62945V109   1,991,091 17,975 SH   SOLE   1,768 0 16,207
NVIDIA Corp. COMMON STOCKS 67066G104   1,259,331 2,977 SH   SOLE   1,023 0 1,954
Norfolk Southern Corporation COMMON STOCKS 655844108   2,078,255 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102   23,201,631 50,903 SH   SOLE   30,740 0 20,163
O Reilly Automotive COMMON STOCKS 67103H107   573,180 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   1,134,327 19,581 SH   SOLE   1,953 0 17,628
Onto Innovation, Inc. COMMON STOCKS 683344105   2,187,190 18,779 SH   SOLE   1,862 0 16,917
PTC, Inc. COMMON STOCKS 69370C100   1,636,877 11,503 SH   SOLE   1,134 0 10,369
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,410,103 35,191 SH   SOLE   3,496 0 31,695
PepsiCo, Inc. COMMON STOCKS 713448108   1,751,070 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,476,608 17,720 SH   SOLE   1,748 0 15,972
Pfizer, Inc. COMMON STOCKS 717081103   783,888 21,371 SH   SOLE   21,141 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101   968,506 14,361 SH   SOLE   1,427 0 12,934
Pool Corp. COMMON STOCKS 73278L105   1,856,341 4,955 SH   SOLE   1,003 0 3,952
Procter & Gamble Co. COMMON STOCKS 742718109   629,721 4,150 SH   SOLE   4,150 0 0
Raytheon Technologies Corp. COMMON STOCKS 75513E101   40,183,174 410,200 SH   SOLE   252,316 0 157,884
S&P Global, Inc. COMMON STOCKS 78409V104   10,178,597 25,390 SH   SOLE   16,823 0 8,567
Starbucks Corp. COMMON STOCKS 855244109   1,488,377 15,025 SH   SOLE   8,667 0 6,358
Stryker Corp. COMMON STOCKS 863667101   36,583,973 119,912 SH   SOLE   72,519 0 47,393
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   777,923 25,879 SH   SOLE   2,544 0 23,335
Syneos Health Class A COMMON STOCKS 87166B102   1,247,934 29,614 SH   SOLE   2,930 0 26,684
T-Mobile US, Inc. COMMON STOCKS 872590104   744,782 5,362 SH   SOLE   1,809 0 3,553
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   29,390,010 209,689 SH   SOLE   126,813 0 82,876
Texas Instruments, Inc. COMMON STOCKS 882508104   25,466,908 141,467 SH   SOLE   86,174 0 55,293
The Brink's Co. COMMON STOCKS 109696104   1,217,820 17,954 SH   SOLE   1,780 0 16,174
The Home Depot, Inc. COMMON STOCKS 437076102   21,284,642 68,519 SH   SOLE   44,380 0 24,139
The TJX Companies, Inc. COMMON STOCKS 872540109   1,377,583 16,247 SH   SOLE   9,380 0 6,867
The Walt Disney Co. COMMON STOCKS 254687106   1,568,203 17,565 SH   SOLE   17,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,461,422 2,801 SH   SOLE   1,491 0 1,310
UnitedHealth Group COMMON STOCKS 91324P102   28,827,826 59,978 SH   SOLE   37,365 0 22,613
Verint Systems, Inc. COMMON STOCKS 92343X100   937,504 26,740 SH   SOLE   2,651 0 24,089
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   637,309 1,811 SH   SOLE   616 0 1,195
Visa, Inc. Class A COMMON STOCKS 92826C839   34,205,907 144,037 SH   SOLE   90,849 0 53,188
ePlus, Inc. COMMON STOCKS 294268107   1,383,235 24,569 SH   SOLE   2,410 0 22,159
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   937,705 12,840 SH   SOLE   12,840 0 0