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
APi Group Corp. COMMON STOCKS 00187Y100   1,897,880 48,329 SH   SOLE   4,601 0 43,728
AbbVie, Inc. COMMON STOCKS 00287Y109   21,014,886 115,403 SH   SOLE   70,586 0 44,817
Abbott Laboratories COMMON STOCKS 002824100   15,174,519 133,508 SH   SOLE   82,317 0 51,191
Accenture plc COMMON STOCKS G1151C101   29,167,925 84,152 SH   SOLE   50,874 0 33,278
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,632,893 9,047 SH   SOLE   4,832 0 4,215
Alphabet, Inc. Class A COMMON STOCKS 02079K305   5,473,627 36,266 SH   SOLE   26,752 0 9,514
Alphabet, Inc. Class C COMMON STOCKS 02079K107   5,457,455 35,843 SH   SOLE   34,643 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   15,735,630 87,236 SH   SOLE   81,264 0 5,972
American Tower Corp. COMMON STOCKS 03027X100   21,239,566 107,493 SH   SOLE   62,945 0 44,548
Amgen,Inc. COMMON STOCKS 031162100   1,990,240 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   42,924,584 217,021 SH   SOLE   135,959 0 81,062
Apple, Inc. COMMON STOCKS 037833100   67,509,315 393,686 SH   SOLE   267,710 0 125,976
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   31,505,040 126,000 SH   SOLE   75,240 0 50,760
Bank of America Corp. COMMON STOCKS 060505104   1,302,552 34,350 SH   SOLE   34,350 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   1,001,335 13,506 SH   SOLE   1,274 0 12,232
Boeing Co. COMMON STOCKS 097023105   471,282 2,442 SH   SOLE   842 0 1,600
Broadcom, Inc. COMMON STOCKS 11135F101   58,012,074 43,769 SH   SOLE   28,667 0 15,102
CEVA, Inc. COMMON STOCKS 157210105   781,746 34,423 SH   SOLE   3,247 0 31,176
Carrier Global Corp. COMMON STOCKS 14448C104   551,537 9,488 SH   SOLE   9,488 0 0
Catalyst Pharmaceuticals COMMON STOCKS 14888U101   1,426,184 89,472 SH   SOLE   8,565 0 80,907
Century Communities, Inc. COMMON STOCKS 156504300   2,456,311 25,454 SH   SOLE   2,420 0 23,034
Ciena Corp. COMMON STOCKS 171779309   1,637,438 33,113 SH   SOLE   3,127 0 29,986
Cisco Systems, Inc. COMMON STOCKS 17275R102   16,441,951 329,432 SH   SOLE   199,803 0 129,629
Coca-Cola Co. COMMON STOCKS 191216100   346,034 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101   24,092,369 555,764 SH   SOLE   325,433 0 230,331
ConocoPhillips COMMON STOCKS 20825C104   42,045,930 330,342 SH   SOLE   213,488 0 116,854
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   1,266,251 50,268 SH   SOLE   4,761 0 45,507
Corteva Inc. COMMON STOCKS 22052L047   331,603 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105   369,978 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   2,148,104 8,393 SH   SOLE   791 0 7,602
Deere & Co. COMMON STOCKS 244199105   14,097,829 34,323 SH   SOLE   20,014 0 14,309
Dycom Industries, Inc. COMMON STOCKS 267475101   2,039,992 14,213 SH   SOLE   1,336 0 12,877
EOG Resources, Inc. COMMON STOCKS 26875P101   21,541,935 168,507 SH   SOLE   105,606 0 62,901
EPAM Systems, Inc. COMMON STOCKS 29414B104   222,861 807 SH   SOLE   262 0 545
Eli Lilly & Co. COMMON STOCKS 532457108   49,818,225 64,037 SH   SOLE   48,401 0 15,636
Emerson Electric Co. COMMON STOCKS 291011104   31,430,724 277,118 SH   SOLE   161,957 0 115,161
Ensign Group, Inc. COMMON STOCKS 29358P101   2,302,890 18,509 SH   SOLE   1,767 0 16,742
Evercore, Inc. COMMON STOCKS 29977A105   1,888,007 9,803 SH   SOLE   924 0 8,879
ExlService Holdings, Inc. COMMON STOCKS 302081104   3,016,198 94,849 SH   SOLE   9,076 0 85,773
ExxonMobil Corp. COMMON STOCKS 30231G102   625,720 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100   3,458,310 18,296 SH   SOLE   1,750 0 16,546
Fiserv, Inc. COMMON STOCKS 337738108   3,230,282 20,212 SH   SOLE   8,930 0 11,282
Five Below, Inc. COMMON STOCKS 33829M101   1,897,053 10,459 SH   SOLE   990 0 9,469
Genuine Parts Co. COMMON STOCKS 372460105   13,465,121 86,911 SH   SOLE   50,864 0 36,047
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,425,549 35,043 SH   SOLE   3,347 0 31,696
Hershey Foods Corp. COMMON STOCKS 427866108   13,524,752 69,536 SH   SOLE   44,248 0 25,288
Honeywell International, Inc. COMMON STOCKS 438516106   28,590,094 139,294 SH   SOLE   81,687 0 57,607
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   26,486,633 192,728 SH   SOLE   114,391 0 78,337
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   13,374,541 155,536 SH   SOLE   155,536 0 0
Johnson & Johnson COMMON STOCKS 478160104   4,614,402 29,170 SH   SOLE   28,670 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   261,280 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   53,141,617 76,072 SH   SOLE   48,808 0 27,264
LGI Homes, Inc. COMMON STOCKS 50187T106   1,474,873 12,674 SH   SOLE   1,188 0 11,486
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,124,811 34,139 SH   SOLE   3,260 0 30,879
Lithia Motors, Inc. COMMON STOCKS 536797103   1,675,188 5,568 SH   SOLE   529 0 5,039
Lowe's Companies, Inc. COMMON STOCKS 548661107   41,249,466 161,934 SH   SOLE   95,408 0 66,526
Lululemon Athletica, Inc. COMMON STOCKS 550021109   685,591 1,755 SH   SOLE   567 0 1,188
MP Materials Corp. COMMON STOCKS 553368101   771,027 53,918 SH   SOLE   5,137 0 48,781
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,441,298 94,077 SH   SOLE   8,968 0 85,109
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   742,828 3,388 SH   SOLE   322 0 3,066
MasTec, Inc. COMMON STOCKS 576323109   2,667,603 28,607 SH   SOLE   2,708 0 25,899
Mastercard, Inc. COMMON STOCKS 57636Q104   34,424,068 71,483 SH   SOLE   42,768 0 28,715
Matador Resources Co. COMMON STOCKS 576485205   1,324,049 19,830 SH   SOLE   1,883 0 17,947
McDonald's Corp. COMMON STOCKS 580135101   7,180,421 25,467 SH   SOLE   25,467 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   3,602,593 8,914 SH   SOLE   849 0 8,065
Merck & Co., Inc. COMMON STOCKS 58933y105   36,035,017 273,096 SH   SOLE   164,570 0 108,526
Meta Platforms, Inc. COMMON STOCKS 30303M102   2,698,854 5,558 SH   SOLE   3,095 0 2,463
Microsoft Corp. COMMON STOCKS 594918104   87,347,362 207,614 SH   SOLE   140,058 0 67,556
Modine Manufacturing Co. COMMON STOCKS 607828100   1,683,340 17,684 SH   SOLE   1,693 0 15,991
Moelis & Co. Class A COMMON STOCKS 60786M105   920,753 16,219 SH   SOLE   1,571 0 14,648
Moody's Corp. COMMON STOCKS 615369105   20,179,732 51,344 SH   SOLE   31,799 0 19,545
NIKE, Inc. Class B COMMON STOCKS 654106103   1,321,829 14,065 SH   SOLE   8,303 0 5,762
NV5 Global, Inc. COMMON STOCKS 62945V109   1,779,372 18,155 SH   SOLE   1,712 0 16,443
NVIDIA Corp. COMMON STOCKS 67066G104   2,687,187 2,974 SH   SOLE   972 0 2,002
Norfolk Southern Corporation COMMON STOCKS 655844108   2,335,884 9,165 SH   SOLE   9,165 0 0
O Reilly Automotive COMMON STOCKS 67103H107   677,328 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   1,575,247 19,797 SH   SOLE   1,893 0 17,904
Onto Innovation, Inc. COMMON STOCKS 683344105   3,438,347 18,988 SH   SOLE   1,810 0 17,178
Oracle Systems COMMON STOCKS 68389x105   696,633 5,546 SH   SOLE   1,814 0 3,732
PTC, Inc. COMMON STOCKS 69370C100   2,196,050 11,623 SH   SOLE   1,097 0 10,526
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,039,589 35,578 SH   SOLE   3,389 0 32,189
PepsiCo, Inc. COMMON STOCKS 713448108   1,654,545 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,006,859 17,887 SH   SOLE   1,691 0 16,196
Pool Corp. COMMON STOCKS 73278L105   1,992,887 4,939 SH   SOLE   956 0 3,983
Procter & Gamble Co. COMMON STOCKS 742718109   673,338 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   23,706,697 243,071 SH   SOLE   145,935 0 97,136
Rambus International, Inc. COMMON STOCKS 750917106   1,419,343 22,963 SH   SOLE   2,199 0 20,764
S&P Global, Inc. COMMON STOCKS 78409V104   10,533,717 24,759 SH   SOLE   15,920 0 8,839
Starbucks Corp. COMMON STOCKS 855244109   1,332,283 14,578 SH   SOLE   8,258 0 6,320
Stride, Inc. COMMON STOCKS 86333m108   1,451,852 23,027 SH   SOLE   2,192 0 20,835
Stryker Corp. COMMON STOCKS 863667101   42,076,590 117,575 SH   SOLE   68,647 0 48,928
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,484,979 43,535 SH   SOLE   4,157 0 39,378
T-Mobile US, Inc. COMMON STOCKS 872590104   1,206,033 7,389 SH   SOLE   3,836 0 3,553
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   29,844,932 205,487 SH   SOLE   120,025 0 85,462
Texas Instruments, Inc. COMMON STOCKS 882508104   24,098,661 138,331 SH   SOLE   81,308 0 57,023
The Brink's Co. COMMON STOCKS 109696104   1,677,159 18,155 SH   SOLE   1,725 0 16,430
The Home Depot, Inc. COMMON STOCKS 437076102   25,399,758 66,214 SH   SOLE   41,404 0 24,810
The TJX Companies, Inc. COMMON STOCKS 872540109   1,645,134 16,221 SH   SOLE   9,195 0 7,026
The Walt Disney Co. COMMON STOCKS 254687106   1,904,533 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,626,807 2,799 SH   SOLE   1,459 0 1,340
UnitedHealth Group COMMON STOCKS 91324P102   29,803,202 60,245 SH   SOLE   36,969 0 23,276
Verint Systems, Inc. COMMON STOCKS 92343X100   896,376 27,040 SH   SOLE   2,572 0 24,468
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   741,132 1,773 SH   SOLE   584 0 1,189
Visa, Inc. Class A COMMON STOCKS 92826C839   38,977,150 139,663 SH   SOLE   84,925 0 54,738
Vital Farms, Inc. COMMON STOCKS 92847w103   1,515,877 65,199 SH   SOLE   6,243 0 58,956
Zoetis, Inc. COMMON STOCKS 98978V103   10,029,246 59,271 SH   SOLE   34,648 0 24,623
ePlus, Inc. COMMON STOCKS 294268107   2,548,623 32,450 SH   SOLE   3,107 0 29,343
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   1,079,716 12,840 SH   SOLE   12,840 0 0