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
AbbVie Inc. COM 00287Y109   1,997,103 14,823 SH   SOLE   14,823 0 0
Accenture Plc COM G1151C101   15,574,033 50,470 SH   SOLE   50,470 0 0
Activision Blizzard, Inc. COM 00507V109   2,620,634 31,087 SH   SOLE   31,087 0 0
Adtalem Global Education Inc. COM 00737L103   642,021 18,696 SH   SOLE   18,696 0 0
Advanced Energy Industries COM 007973100   3,426,530 30,745 SH   SOLE   30,745 0 0
Advanced Micro Devices COM 007903107   12,242,249 107,473 SH   SOLE   107,473 0 0
Akamai Technologies Inc. COM 00971T101   14,413,620 160,383 SH   SOLE   160,383 0 0
Alcon Inc COM H01301128   13,871,476 168,938 SH   SOLE   168,938 0 0
Alphabet Inc. Class A COM 02079K305   34,218,040 285,865 SH   SOLE   285,865 0 0
Alphabet Inc. Class C COM 02079K107   89,962,728 743,678 SH   SOLE   743,678 0 0
Amazon.com Inc. COM 023135106   98,208,792 753,366 SH   SOLE   753,366 0 0
Ambarella, Inc. COM G037AX101   2,950,790 35,267 SH   SOLE   35,267 0 0
Amdocs Limited COM G02602103   12,011,165 121,509 SH   SOLE   121,509 0 0
AmerisourceBergen Corp COM 03073E105   3,156,622 16,404 SH   SOLE   16,404 0 0
Amgen Inc. COM 031162100   28,754,003 129,511 SH   SOLE   129,511 0 0
Amphenol Corp. COM 032095101   7,908,675 93,098 SH   SOLE   93,098 0 0
Apple Inc. COM 037833100   43,166,084 222,540 SH   SOLE   222,540 0 0
Applied Industrial Tech COM 03820C105   3,013,188 20,805 SH   SOLE   20,805 0 0
Artisan Partners Asset Mangmnt COM 04316A108   657,735 16,732 SH   SOLE   16,732 0 0
Asbury Automotive Group COM 043436104   864,791 3,597 SH   SOLE   3,597 0 0
Assurant, Inc. COM 04621X108   5,260,251 41,841 SH   SOLE   41,841 0 0
Bank of New York Mellon Corp. COM 064058100   4,969,543 111,625 SH   SOLE   111,625 0 0
Barrett Business Services Inc COM 068463108   872,174 10,002 SH   SOLE   10,002 0 0
Bio-Rad Laboratories Cl A COM 090572207   1,853,897 4,890 SH   SOLE   4,890 0 0
Biogen Inc. COM 09062X103   1,763,221 6,190 SH   SOLE   6,190 0 0
CNO Financial Group, Inc. COM 12621E103   457,636 19,334 SH   SOLE   19,334 0 0
CSG Systems International COM 126349109   923,425 17,509 SH   SOLE   17,509 0 0
CVS Health Corporation COM 126650100   1,258,166 18,200 SH   SOLE   18,200 0 0
Calix, Inc. COM 13100M509   763,274 15,293 SH   SOLE   15,293 0 0
Cardinal Health Inc. COM 14149Y108   3,704,591 39,173 SH   SOLE   39,173 0 0
Carlisle Companies Inc. COM 142339100   465,602 1,815 SH   SOLE   1,815 0 0
Centene Corporation COM 15135B101   1,342,255 19,900 SH   SOLE   19,900 0 0
Charles Schwab Corp COM 808513105   27,195,396 479,806 SH   SOLE   479,806 0 0
Check Point Software COM M22465104   7,430,549 59,151 SH   SOLE   59,151 0 0
Chubb Limited COM H1467J104   13,535,255 70,291 SH   SOLE   70,291 0 0
Cirrus Logic Inc. COM 172755100   2,684,752 33,141 SH   SOLE   33,141 0 0
Cisco Systems Inc. COM 17275R102   61,282,926 1,184,440 SH   SOLE   1,184,440 0 0
Cognizant Tech Solutions COM 192446102   9,657,970 147,947 SH   SOLE   147,947 0 0
Cohu, Inc. COM 192576106   3,457,085 83,183 SH   SOLE   83,183 0 0
Concentrix Corporation COM 20602D101   484,500 6,000 SH   SOLE   6,000 0 0
Coterra Energy COM 127097103   1,556,987 61,541 SH   SOLE   61,541 0 0
Curtiss-Wright Corp. COM 231561101   297,529 1,620 SH   SOLE   1,620 0 0
Diodes Inc. COM 254543101   5,038,208 54,473 SH   SOLE   54,473 0 0
ESAB Corp COM 29605J106   240,742 3,618 SH   SOLE   3,618 0 0
Edgewell Personal Care Company COM 28035Q102   764,483 18,506 SH   SOLE   18,506 0 0
Elevance Health, Inc. COM 036752103   1,858,021 4,182 SH   SOLE   4,182 0 0
Energizer Holdings COM 29272W109   538,657 16,041 SH   SOLE   16,041 0 0
Ensign Group, Inc. (The) COM 29358P101   2,964,033 31,050 SH   SOLE   31,050 0 0
Exelixis Inc. COM 30161Q104   2,367,653 123,896 SH   SOLE   123,896 0 0
F5 Networks Inc. COM 315616102   1,539,386 10,525 SH   SOLE   10,525 0 0
Fortinet, Inc. COM 34959E109   1,572,272 20,800 SH   SOLE   20,800 0 0
Gilead Sciences Inc. COM 375558103   6,694,086 86,857 SH   SOLE   86,857 0 0
Global Payments Inc. COM 37940X102   10,234,356 103,881 SH   SOLE   103,881 0 0
Hartford Financial Services COM 416515104   656,822 9,120 SH   SOLE   9,120 0 0
Humana Inc. COM 444859102   1,667,795 3,730 SH   SOLE   3,730 0 0
IBM Corp COM 459200101   1,105,444 8,261 SH   SOLE   8,261 0 0
Illumina Inc COM 452327109   1,504,420 8,024 SH   SOLE   8,024 0 0
Incyte Corp COM 45337C102   1,721,275 27,651 SH   SOLE   27,651 0 0
Intel Corporation COM 458140100   5,753,352 172,050 SH   SOLE   172,050 0 0
Intuitive Surgical, Inc. COM 46120E602   4,475,311 13,088 SH   SOLE   13,088 0 0
Ironwood Pharmaceuticals, Inc. COM 46333X108   551,865 51,867 SH   SOLE   51,867 0 0
JPMorgan Chase & Co COM 46625H100   22,325,913 153,506 SH   SOLE   153,506 0 0
Jack Henry & Associates COM 426281101   1,819,714 10,875 SH   SOLE   10,875 0 0
Jazz Pharmaceuticals plc COM G50871105   1,874,054 15,117 SH   SOLE   15,117 0 0
Johnson & Johnson COM 478160104   1,413,375 8,539 SH   SOLE   8,539 0 0
KLA Corporation COM 482480100   77,442,869 159,669 SH   SOLE   159,669 0 0
Kadant Inc COM 48282T104   1,036,763 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   934,574 14,915 SH   SOLE   14,915 0 0
Kulicke & Soffa Industries COM 501242101   4,407,623 74,140 SH   SOLE   74,140 0 0
Laboratory Corp of America COM 50540R409   15,610,625 64,686 SH   SOLE   64,686 0 0
Lam Research Corporation COM 512807108   2,250,010 3,500 SH   SOLE   3,500 0 0
Lockheed Martin Corp. COM 539830109   8,032,250 17,447 SH   SOLE   17,447 0 0
Lowes Companies Inc. COM 548661107   24,327,084 107,785 SH   SOLE   107,785 0 0
Mastercard Inc. COM 57636Q104   12,962,775 32,959 SH   SOLE   32,959 0 0
McKesson Corp COM 58155Q103   12,402,673 29,025 SH   SOLE   29,025 0 0
Medtronic PLC COM G5960L103   2,451,058 27,821 SH   SOLE   27,821 0 0
Merck & Co. Inc. COM 58933Y105   2,671,278 23,150 SH   SOLE   23,150 0 0
Meta Platforms, Inc. COM 30303M102   51,696,577 180,140 SH   SOLE   180,140 0 0
Microchip Technology Inc COM 595017104   11,054,868 123,394 SH   SOLE   123,394 0 0
Microsoft Corporation COM 594918104   36,735,752 107,875 SH   SOLE   107,875 0 0
Moderna Inc. COM 60770K107   1,589,341 13,081 SH   SOLE   13,081 0 0
Molina Healthcare, Inc. COM 60855R100   1,655,314 5,495 SH   SOLE   5,495 0 0
Murphy USA, Inc. COM 626755102   268,799 864 SH   SOLE   864 0 0
NVIDIA Corp COM 67066G104   14,939,797 35,317 SH   SOLE   35,317 0 0
NXP Semiconductors NV COM N6596X109   38,394,079 187,581 SH   SOLE   187,581 0 0
NetApp, Inc. COM 64110D104   15,097,710 197,614 SH   SOLE   197,614 0 0
NextGen Healthcare, Inc. COM 65343C102   2,276,120 140,328 SH   SOLE   140,328 0 0
Nordson Corporation COM 655663102   2,445,566 9,854 SH   SOLE   9,854 0 0
Oracle Corporation COM 68389X105   33,703,661 283,010 SH   SOLE   283,010 0 0
PayPal Holdings, Inc. COM 70450Y103   2,695,959 40,401 SH   SOLE   40,401 0 0
Paychex, Inc. COM 704326107   5,275,118 47,154 SH   SOLE   47,154 0 0
Paylocity Holding Corporation COM 70438V106   1,332,307 7,220 SH   SOLE   7,220 0 0
PepsiCo, Inc. COM 713448108   2,293,024 12,380 SH   SOLE   12,380 0 0
Perficient, Inc. COM 71375U101   2,845,553 34,148 SH   SOLE   34,148 0 0
Pfizer Inc. COM 717081103   11,679,648 318,420 SH   SOLE   318,420 0 0
Pool Corporation COM 73278L105   385,879 1,030 SH   SOLE   1,030 0 0
Premier, Inc. Class A COM 74051N102   771,908 27,907 SH   SOLE   27,907 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   850,265 14,307 SH   SOLE   14,307 0 0
Qorvo, Inc. COM 74736K101   10,229,936 100,264 SH   SOLE   100,264 0 0
Qualcomm Inc. COM 747525103   38,298,332 321,727 SH   SOLE   321,727 0 0
Quest Diagnostics Inc COM 74834L100   3,159,508 22,478 SH   SOLE   22,478 0 0
Regeneron Pharmaceuticals COM 75886F107   7,035,225 9,791 SH   SOLE   9,791 0 0
Republic Services Inc. COM 760759100   479,422 3,130 SH   SOLE   3,130 0 0
Salesforce, Inc COM 79466L302   4,035,911 19,104 SH   SOLE   19,104 0 0
Science App Int'l Corp COM 808625107   1,684,051 14,972 SH   SOLE   14,972 0 0
Seagate Technology COM G7997R103   372,890 6,027 SH   SOLE   6,027 0 0
Selective Insurance Group COM 816300107   828,528 8,635 SH   SOLE   8,635 0 0
SolarEdge Technologies, Inc. COM 83417M104   2,393,738 8,897 SH   SOLE   8,897 0 0
State Street Corp COM 857477103   4,344,883 59,373 SH   SOLE   59,373 0 0
Stryker Corp COM 863667101   1,672,503 5,482 SH   SOLE   5,482 0 0
Synopsys Inc. COM 871607107   30,311,503 69,616 SH   SOLE   69,616 0 0
Tenet Healthcare Corp COM 88033G407   260,416 3,200 SH   SOLE   3,200 0 0
Tesla, Inc. COM 88160R101   1,522,716 5,817 SH   SOLE   5,817 0 0
The Cigna Group COM 125523100   11,109,515 39,592 SH   SOLE   39,592 0 0
The Travelers Companies COM 89417E109   243,645 1,403 SH   SOLE   1,403 0 0
Thor Industries Inc. COM 885160101   361,215 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   643,205 17,143 SH   SOLE   17,143 0 0
Transdigm Group, Inc. COM 893641100   478,381 535 SH   SOLE   535 0 0
United Therapeutics Corp. COM 91307C102   2,079,686 9,421 SH   SOLE   9,421 0 0
UnitedHealth Group, Inc. COM 91324P102   2,003,788 4,169 SH   SOLE   4,169 0 0
V2X, Inc. COM 92242T101   813,329 16,411 SH   SOLE   16,411 0 0
VISA Inc. COM 92826C839   28,887,305 121,641 SH   SOLE   121,641 0 0
VMware, Inc. Cl A COM 928563402   20,707,022 144,109 SH   SOLE   144,109 0 0
Verint Systems Inc. COM 92343X100   940,765 26,833 SH   SOLE   26,833 0 0
Vertex Pharmaceuticals COM 92532F100   2,616,099 7,434 SH   SOLE   7,434 0 0
Viatris, Inc. COM 92556V106   180,838 18,120 SH   SOLE   18,120 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   12,786,883 87,822 SH   SOLE   87,822 0 0
eBay Inc. COM 278642103   20,104,824 449,873 SH   SOLE   449,873 0 0
AllianceBernstein Hldg LTD 01881G106   746,562 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   14,705,969 145,734 SH   SOLE   145,734 0 0
Silicon Motion Tech ADS ADR 82706C108   2,429,587 33,810 SH   SOLE   33,810 0 0