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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Accenture Plc COM G1151C101   17,669,371 50,353 SH   SOLE   50,353 0 0
Adtalem Global Education Inc. COM 00737L103   1,102,129 18,696 SH   SOLE   18,696 0 0
Advanced Energy Industries COM 007973100   3,085,486 28,328 SH   SOLE   28,328 0 0
Advanced Micro Devices COM 007903107   15,259,294 103,516 SH   SOLE   103,516 0 0
Akamai Technologies Inc. COM 00971T101   18,967,126 160,263 SH   SOLE   160,263 0 0
Alcon Inc COM H01301128   12,820,486 164,113 SH   SOLE   164,113 0 0
Alphabet Inc. Class A COM 02079K305   39,620,554 283,632 SH   SOLE   283,632 0 0
Alphabet Inc. Class C COM 02079K107   97,335,418 690,665 SH   SOLE   690,665 0 0
Amazon.com Inc. COM 023135106   99,053,788 651,927 SH   SOLE   651,927 0 0
Ambarella, Inc. COM G037AX101   570,671 9,311 SH   SOLE   9,311 0 0
Amdocs Limited COM G02602103   10,998,291 125,137 SH   SOLE   125,137 0 0
Amgen Inc. COM 031162100   36,698,329 127,416 SH   SOLE   127,416 0 0
Amphenol Corp. COM 032095101   9,230,193 93,112 SH   SOLE   93,112 0 0
Apple Inc. COM 037833100   21,735,482 112,894 SH   SOLE   112,894 0 0
Applied Industrial Tech COM 03820C105   4,381,491 25,372 SH   SOLE   25,372 0 0
Artisan Partners Asset Mangmnt COM 04316A108   544,651 12,328 SH   SOLE   12,328 0 0
Asbury Automotive Group COM 043436104   809,217 3,597 SH   SOLE   3,597 0 0
Assurant, Inc. COM 04621X108   7,009,689 41,603 SH   SOLE   41,603 0 0
Bank of New York Mellon Corp. COM 064058100   5,701,953 109,548 SH   SOLE   109,548 0 0
Barrett Business Services Inc COM 068463108   1,158,232 10,002 SH   SOLE   10,002 0 0
Biogen Inc. COM 09062X103   1,601,786 6,190 SH   SOLE   6,190 0 0
Broadcom Limited COM 11135F101   19,853,757 17,786 SH   SOLE   17,786 0 0
CF Industries Holdings, Inc. COM 125269100   330,640 4,159 SH   SOLE   4,159 0 0
CNO Financial Group, Inc. COM 12621E103   583,752 20,923 SH   SOLE   20,923 0 0
CSG Systems International COM 126349109   532,100 10,000 SH   SOLE   10,000 0 0
Cardinal Health Inc. COM 14149Y108   3,273,883 32,479 SH   SOLE   32,479 0 0
Carlisle Companies Inc. COM 142339100   567,060 1,815 SH   SOLE   1,815 0 0
Cencora, Inc. COM 03073E105   3,369,054 16,404 SH   SOLE   16,404 0 0
Centene Corporation COM 15135B101   2,274,759 30,653 SH   SOLE   30,653 0 0
Charles Schwab Corp COM 808513105   32,393,122 470,830 SH   SOLE   470,830 0 0
Check Point Software COM M22465104   9,015,832 59,008 SH   SOLE   59,008 0 0
Chubb Limited COM H1467J104   15,859,298 70,174 SH   SOLE   70,174 0 0
Cirrus Logic Inc. COM 172755100   2,831,954 34,042 SH   SOLE   34,042 0 0
Cisco Systems Inc. COM 17275R102   59,247,927 1,172,762 SH   SOLE   1,172,762 0 0
Clear Secure, Inc. COM 18467V109   1,342,105 64,993 SH   SOLE   64,993 0 0
Cognizant Tech Solutions COM 192446102   11,161,093 147,770 SH   SOLE   147,770 0 0
Cohu, Inc. COM 192576106   2,943,846 83,183 SH   SOLE   83,183 0 0
Concentrix Corporation COM 20602D101   1,289,890 13,134 SH   SOLE   13,134 0 0
Coterra Energy COM 127097103   1,953,326 76,541 SH   SOLE   76,541 0 0
CrowdStrike Holdings, Inc. COM 22788C105   1,959,836 7,676 SH   SOLE   7,676 0 0
Curtiss-Wright Corp. COM 231561101   360,920 1,620 SH   SOLE   1,620 0 0
Diodes Inc. COM 254543101   4,386,166 54,473 SH   SOLE   54,473 0 0
ESAB Corp COM 29605J106   830,599 9,589 SH   SOLE   9,589 0 0
Edgewell Personal Care Company COM 28035Q102   677,875 18,506 SH   SOLE   18,506 0 0
Elevance Health, Inc. COM 036752103   2,279,049 4,833 SH   SOLE   4,833 0 0
Energizer Holdings COM 29272W109   590,642 18,644 SH   SOLE   18,644 0 0
Ensign Group, Inc. (The) COM 29358P101   3,030,792 27,010 SH   SOLE   27,010 0 0
Exelixis Inc. COM 30161Q104   2,915,193 121,517 SH   SOLE   121,517 0 0
F5 Networks Inc. COM 315616102   2,498,740 13,961 SH   SOLE   13,961 0 0
Fortinet, Inc. COM 34959E109   1,520,609 25,980 SH   SOLE   25,980 0 0
Gilead Sciences Inc. COM 375558103   6,827,115 84,275 SH   SOLE   84,275 0 0
Global Payments Inc. COM 37940X102   13,164,820 103,660 SH   SOLE   103,660 0 0
Hartford Financial Services COM 416515104   587,176 7,305 SH   SOLE   7,305 0 0
Humana Inc. COM 444859102   2,235,486 4,883 SH   SOLE   4,883 0 0
IBM Corp COM 459200101   1,077,673 6,589 SH   SOLE   6,589 0 0
ICF International, Inc. COM 44925C103   894,648 6,672 SH   SOLE   6,672 0 0
Intel Corporation COM 458140100   8,626,267 171,667 SH   SOLE   171,667 0 0
Intuitive Surgical, Inc. COM 46120E602   4,241,965 12,574 SH   SOLE   12,574 0 0
Ironwood Pharmaceuticals, Inc. COM 46333X108   702,233 61,384 SH   SOLE   61,384 0 0
JPMorgan Chase & Co COM 46625H100   26,369,470 155,023 SH   SOLE   155,023 0 0
Jack Henry & Associates COM 426281101   2,089,360 12,786 SH   SOLE   12,786 0 0
Jazz Pharmaceuticals plc COM G50871105   927,051 7,537 SH   SOLE   7,537 0 0
Johnson & Johnson COM 478160104   1,596,083 10,183 SH   SOLE   10,183 0 0
KLA Corporation COM 482480100   84,855,490 145,975 SH   SOLE   145,975 0 0
Kadant Inc COM 48282T104   1,308,487 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   1,030,628 15,255 SH   SOLE   15,255 0 0
Korn Ferry COM 500643200   732,854 12,348 SH   SOLE   12,348 0 0
Kulicke & Soffa Industries COM 501242101   4,494,701 82,140 SH   SOLE   82,140 0 0
Laboratory Corp of America COM 50540R409   14,687,137 64,618 SH   SOLE   64,618 0 0
Lam Research Corporation COM 512807108   2,741,410 3,500 SH   SOLE   3,500 0 0
Lockheed Martin Corp. COM 539830109   7,886,829 17,401 SH   SOLE   17,401 0 0
Lowes Companies Inc. COM 548661107   23,592,072 106,008 SH   SOLE   106,008 0 0
Mastercard Inc. COM 57636Q104   14,025,781 32,885 SH   SOLE   32,885 0 0
McKesson Corp COM 58155Q103   11,318,472 24,447 SH   SOLE   24,447 0 0
Medtronic PLC COM G5960L103   2,197,569 26,676 SH   SOLE   26,676 0 0
Merck & Co. Inc. COM 58933Y105   2,136,683 19,599 SH   SOLE   19,599 0 0
Meta Platforms, Inc. COM 30303M102   62,112,901 175,480 SH   SOLE   175,480 0 0
Microchip Technology Inc COM 595017104   11,123,613 123,349 SH   SOLE   123,349 0 0
Microsoft Corporation COM 594918104   40,419,035 107,486 SH   SOLE   107,486 0 0
Molina Healthcare, Inc. COM 60855R100   2,227,115 6,164 SH   SOLE   6,164 0 0
Murphy USA, Inc. COM 626755102   365,117 1,024 SH   SOLE   1,024 0 0
NVIDIA Corp COM 67066G104   17,240,094 34,813 SH   SOLE   34,813 0 0
NXP Semiconductors NV COM N6596X109   43,383,336 188,886 SH   SOLE   188,886 0 0
NetApp, Inc. COM 64110D104   17,381,097 197,154 SH   SOLE   197,154 0 0
Nordson Corporation COM 655663102   2,603,033 9,854 SH   SOLE   9,854 0 0
Oracle Corporation COM 68389X105   29,786,716 282,526 SH   SOLE   282,526 0 0
Parsons Corp COM 70202L102   1,805,421 28,790 SH   SOLE   28,790 0 0
PayPal Holdings, Inc. COM 70450Y103   2,242,509 36,517 SH   SOLE   36,517 0 0
Paychex, Inc. COM 704326107   4,302,253 36,120 SH   SOLE   36,120 0 0
Paylocity Holding Corporation COM 70438V106   1,472,110 8,930 SH   SOLE   8,930 0 0
Perficient, Inc. COM 71375U101   2,247,621 34,148 SH   SOLE   34,148 0 0
Pfizer Inc. COM 717081103   8,621,741 299,470 SH   SOLE   299,470 0 0
Pool Corporation COM 73278L105   410,671 1,030 SH   SOLE   1,030 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   875,875 14,307 SH   SOLE   14,307 0 0
Progyny, Inc. COM 74340E103   2,198,974 59,144 SH   SOLE   59,144 0 0
Qorvo, Inc. COM 74736K101   11,261,788 100,007 SH   SOLE   100,007 0 0
Qualcomm Inc. COM 747525103   46,519,802 321,647 SH   SOLE   321,647 0 0
Quest Diagnostics Inc COM 74834L100   3,099,267 22,478 SH   SOLE   22,478 0 0
Regeneron Pharmaceuticals COM 75886F107   8,630,078 9,826 SH   SOLE   9,826 0 0
Republic Services Inc. COM 760759100   516,168 3,130 SH   SOLE   3,130 0 0
Revvity, Inc. COM 714046109   1,918,500 17,551 SH   SOLE   17,551 0 0
Salesforce, Inc COM 79466L302   4,791,779 18,210 SH   SOLE   18,210 0 0
Science App Int'l Corp COM 808625107   2,258,397 18,166 SH   SOLE   18,166 0 0
Seagate Technology COM G7997R103   449,900 5,270 SH   SOLE   5,270 0 0
Selective Insurance Group COM 816300107   750,577 7,545 SH   SOLE   7,545 0 0
SolarEdge Technologies, Inc. COM 83417M104   2,340,655 25,007 SH   SOLE   25,007 0 0
State Street Corp COM 857477103   4,602,909 59,423 SH   SOLE   59,423 0 0
Stryker Corp COM 863667101   1,641,640 5,482 SH   SOLE   5,482 0 0
Synopsys Inc. COM 871607107   35,618,384 69,174 SH   SOLE   69,174 0 0
Tenet Healthcare Corp COM 88033G407   364,474 4,823 SH   SOLE   4,823 0 0
Tesla, Inc. COM 88160R101   1,445,408 5,817 SH   SOLE   5,817 0 0
The Cigna Group COM 125523100   13,415,511 44,801 SH   SOLE   44,801 0 0
Thermo Fisher Scientific, Inc. COM 883556102   2,195,878 4,137 SH   SOLE   4,137 0 0
Thor Industries Inc. COM 885160101   412,692 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   610,308 19,997 SH   SOLE   19,997 0 0
Transdigm Group, Inc. COM 893641100   455,220 450 SH   SOLE   450 0 0
United Therapeutics Corp. COM 91307C102   2,044,097 9,296 SH   SOLE   9,296 0 0
UnitedHealth Group, Inc. COM 91324P102   2,247,500 4,269 SH   SOLE   4,269 0 0
V2X, Inc. COM 92242T101   762,127 16,411 SH   SOLE   16,411 0 0
VISA Inc. COM 92826C839   31,491,936 120,960 SH   SOLE   120,960 0 0
Veeva Systems Inc. COM 922475108   1,693,406 8,796 SH   SOLE   8,796 0 0
Verint Systems Inc. COM 92343X100   337,821 12,498 SH   SOLE   12,498 0 0
Vertex Pharmaceuticals COM 92532F100   2,790,045 6,857 SH   SOLE   6,857 0 0
Viatris, Inc. COM 92556V106   196,240 18,120 SH   SOLE   18,120 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   10,559,057 86,763 SH   SOLE   86,763 0 0
Zscaler, Inc. COM 98980G102   2,119,886 9,568 SH   SOLE   9,568 0 0
eBay Inc. COM 278642103   19,494,825 446,924 SH   SOLE   446,924 0 0
AllianceBernstein Hldg LTD 01881G106   720,330 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   15,431,499 152,833 SH   SOLE   152,833 0 0
Sandoz Group AG ADR 799926100   900,352 28,127 SH   SOLE   28,127 0 0
Silicon Motion Tech ADS ADR 82706C108   1,887,729 30,810 SH   SOLE   30,810 0 0