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   15,499,842 50,470 SH   SOLE   50,470 0 0
Activision Blizzard, Inc. COM 00507V109   2,255,266 24,087 SH   SOLE   24,087 0 0
Adtalem Global Education Inc. COM 00737L103   801,124 18,696 SH   SOLE   18,696 0 0
Advanced Energy Industries COM 007973100   2,921,183 28,328 SH   SOLE   28,328 0 0
Advanced Micro Devices COM 007903107   11,050,374 107,473 SH   SOLE   107,473 0 0
Akamai Technologies Inc. COM 00971T101   17,103,186 160,533 SH   SOLE   160,533 0 0
Alcon Inc COM H01301128   12,744,623 165,386 SH   SOLE   165,386 0 0
Alphabet Inc. Class A COM 02079K305   37,270,891 284,815 SH   SOLE   284,815 0 0
Alphabet Inc. Class C COM 02079K107   94,654,851 717,898 SH   SOLE   717,898 0 0
Amazon.com Inc. COM 023135106   84,775,820 666,896 SH   SOLE   666,896 0 0
Ambarella, Inc. COM G037AX101   1,870,209 35,267 SH   SOLE   35,267 0 0
Amdocs Limited COM G02602103   10,201,576 120,743 SH   SOLE   120,743 0 0
Amgen Inc. COM 031162100   34,572,757 128,638 SH   SOLE   128,638 0 0
Amphenol Corp. COM 032095101   7,847,858 93,438 SH   SOLE   93,438 0 0
Apple Inc. COM 037833100   19,391,587 113,262 SH   SOLE   113,262 0 0
Applied Industrial Tech COM 03820C105   3,515,986 22,741 SH   SOLE   22,741 0 0
Artisan Partners Asset Mangmnt COM 04316A108   461,314 12,328 SH   SOLE   12,328 0 0
Asbury Automotive Group COM 043436104   827,562 3,597 SH   SOLE   3,597 0 0
Assurant, Inc. COM 04621X108   5,998,485 41,778 SH   SOLE   41,778 0 0
Bank of New York Mellon Corp. COM 064058100   4,698,928 110,174 SH   SOLE   110,174 0 0
Barrett Business Services Inc COM 068463108   902,580 10,002 SH   SOLE   10,002 0 0
Bio-Rad Laboratories Cl A COM 090572207   1,609,082 4,489 SH   SOLE   4,489 0 0
Biogen Inc. COM 09062X103   1,655,144 6,440 SH   SOLE   6,440 0 0
CF Industries Holdings, Inc. COM 125269100   356,593 4,159 SH   SOLE   4,159 0 0
CNO Financial Group, Inc. COM 12621E103   496,503 20,923 SH   SOLE   20,923 0 0
CSG Systems International COM 126349109   511,200 10,000 SH   SOLE   10,000 0 0
CVS Health Corporation COM 126650100   1,047,300 15,000 SH   SOLE   15,000 0 0
Calix, Inc. COM 13100M509   701,031 15,293 SH   SOLE   15,293 0 0
Cardinal Health Inc. COM 14149Y108   2,864,973 32,999 SH   SOLE   32,999 0 0
Carlisle Companies Inc. COM 142339100   470,557 1,815 SH   SOLE   1,815 0 0
Cencora, Inc. COM 03073E105   2,952,228 16,404 SH   SOLE   16,404 0 0
Centene Corporation COM 15135B101   1,033,200 15,000 SH   SOLE   15,000 0 0
Charles Schwab Corp COM 808513105   26,101,733 475,441 SH   SOLE   475,441 0 0
Check Point Software COM M22465104   7,883,645 59,151 SH   SOLE   59,151 0 0
Chubb Limited COM H1467J104   14,634,546 70,298 SH   SOLE   70,298 0 0
Cirrus Logic Inc. COM 172755100   2,451,108 33,141 SH   SOLE   33,141 0 0
Cisco Systems Inc. COM 17275R102   63,344,591 1,178,285 SH   SOLE   1,178,285 0 0
Cognizant Tech Solutions COM 192446102   10,023,326 147,968 SH   SOLE   147,968 0 0
Cohu, Inc. COM 192576106   2,864,823 83,183 SH   SOLE   83,183 0 0
Concentrix Corporation COM 20602D101   480,660 6,000 SH   SOLE   6,000 0 0
Coterra Energy COM 127097103   1,664,684 61,541 SH   SOLE   61,541 0 0
Curtiss-Wright Corp. COM 231561101   316,921 1,620 SH   SOLE   1,620 0 0
Diodes Inc. COM 254543101   4,294,651 54,473 SH   SOLE   54,473 0 0
ESAB Corp COM 29605J106   254,056 3,618 SH   SOLE   3,618 0 0
Edgewell Personal Care Company COM 28035Q102   683,982 18,506 SH   SOLE   18,506 0 0
Elevance Health, Inc. COM 036752103   1,883,627 4,326 SH   SOLE   4,326 0 0
Energizer Holdings COM 29272W109   513,954 16,041 SH   SOLE   16,041 0 0
Ensign Group, Inc. (The) COM 29358P101   2,204,021 23,717 SH   SOLE   23,717 0 0
Exelixis Inc. COM 30161Q104   2,707,128 123,896 SH   SOLE   123,896 0 0
F5 Networks Inc. COM 315616102   1,695,998 10,525 SH   SOLE   10,525 0 0
Fortinet, Inc. COM 34959E109   1,220,544 20,800 SH   SOLE   20,800 0 0
Gilead Sciences Inc. COM 375558103   6,353,281 84,778 SH   SOLE   84,778 0 0
Global Payments Inc. COM 37940X102   11,986,829 103,881 SH   SOLE   103,881 0 0
Hartford Financial Services COM 416515104   646,699 9,120 SH   SOLE   9,120 0 0
Humana Inc. COM 444859102   2,228,262 4,580 SH   SOLE   4,580 0 0
IBM Corp COM 459200101   1,106,324 7,885 SH   SOLE   7,885 0 0
Illumina Inc COM 452327109   981,140 7,147 SH   SOLE   7,147 0 0
Incyte Corp COM 45337C102   1,483,822 25,685 SH   SOLE   25,685 0 0
Intel Corporation COM 458140100   6,116,413 172,051 SH   SOLE   172,051 0 0
Intuitive Surgical, Inc. COM 46120E602   3,708,576 12,688 SH   SOLE   12,688 0 0
Ironwood Pharmaceuticals, Inc. COM 46333X108   591,128 61,384 SH   SOLE   61,384 0 0
JPMorgan Chase & Co COM 46625H100   22,640,087 156,117 SH   SOLE   156,117 0 0
Jack Henry & Associates COM 426281101   1,643,647 10,875 SH   SOLE   10,875 0 0
Jazz Pharmaceuticals plc COM G50871105   2,411,338 18,629 SH   SOLE   18,629 0 0
Johnson & Johnson COM 478160104   1,361,099 8,739 SH   SOLE   8,739 0 0
KLA Corporation COM 482480100   72,556,069 158,191 SH   SOLE   158,191 0 0
Kadant Inc COM 48282T104   1,052,867 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   910,113 15,255 SH   SOLE   15,255 0 0
Korn Ferry COM 500643200   585,789 12,348 SH   SOLE   12,348 0 0
Kulicke & Soffa Industries COM 501242101   3,605,428 74,140 SH   SOLE   74,140 0 0
Laboratory Corp of America COM 50540R409   12,975,902 64,541 SH   SOLE   64,541 0 0
Lam Research Corporation COM 512807108   2,193,695 3,500 SH   SOLE   3,500 0 0
Lockheed Martin Corp. COM 539830109   7,135,125 17,447 SH   SOLE   17,447 0 0
Lowes Companies Inc. COM 548661107   22,193,623 106,782 SH   SOLE   106,782 0 0
Mastercard Inc. COM 57636Q104   13,048,798 32,959 SH   SOLE   32,959 0 0
McKesson Corp COM 58155Q103   12,461,062 28,656 SH   SOLE   28,656 0 0
Medtronic PLC COM G5960L103   2,209,899 28,202 SH   SOLE   28,202 0 0
Merck & Co. Inc. COM 58933Y105   1,550,221 15,058 SH   SOLE   15,058 0 0
Meta Platforms, Inc. COM 30303M102   53,695,861 178,861 SH   SOLE   178,861 0 0
Microchip Technology Inc COM 595017104   9,662,122 123,794 SH   SOLE   123,794 0 0
Microsoft Corporation COM 594918104   34,061,531 107,875 SH   SOLE   107,875 0 0
Moderna Inc. COM 60770K107   1,435,524 13,898 SH   SOLE   13,898 0 0
Molina Healthcare, Inc. COM 60855R100   1,809,625 5,519 SH   SOLE   5,519 0 0
Murphy USA, Inc. COM 626755102   349,932 1,024 SH   SOLE   1,024 0 0
NVIDIA Corp COM 67066G104   15,362,542 35,317 SH   SOLE   35,317 0 0
NXP Semiconductors NV COM N6596X109   37,856,052 189,356 SH   SOLE   189,356 0 0
NetApp, Inc. COM 64110D104   15,004,056 197,734 SH   SOLE   197,734 0 0
NextGen Healthcare, Inc. COM 65343C102   3,329,983 140,328 SH   SOLE   140,328 0 0
Nordson Corporation COM 655663102   2,199,117 9,854 SH   SOLE   9,854 0 0
Oracle Corporation COM 68389X105   29,976,525 283,011 SH   SOLE   283,011 0 0
PayPal Holdings, Inc. COM 70450Y103   4,473,184 76,517 SH   SOLE   76,517 0 0
Paychex, Inc. COM 704326107   5,268,851 45,685 SH   SOLE   45,685 0 0
Paylocity Holding Corporation COM 70438V106   1,311,874 7,220 SH   SOLE   7,220 0 0
PepsiCo, Inc. COM 713448108   228,066 1,346 SH   SOLE   1,346 0 0
Perficient, Inc. COM 71375U101   1,975,803 34,148 SH   SOLE   34,148 0 0
Pfizer Inc. COM 717081103   10,468,262 315,594 SH   SOLE   315,594 0 0
Pool Corporation COM 73278L105   366,783 1,030 SH   SOLE   1,030 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   818,217 14,307 SH   SOLE   14,307 0 0
Progyny, Inc. COM 74340E103   761,470 22,383 SH   SOLE   22,383 0 0
Qorvo, Inc. COM 74736K101   9,572,204 100,264 SH   SOLE   100,264 0 0
Qualcomm Inc. COM 747525103   35,655,180 321,044 SH   SOLE   321,044 0 0
Quest Diagnostics Inc COM 74834L100   2,739,169 22,478 SH   SOLE   22,478 0 0
Regeneron Pharmaceuticals COM 75886F107   8,086,405 9,826 SH   SOLE   9,826 0 0
Republic Services Inc. COM 760759100   446,056 3,130 SH   SOLE   3,130 0 0
Revvity, Inc. COM 714046109   284,720 2,572 SH   SOLE   2,572 0 0
Salesforce, Inc COM 79466L302   3,875,126 19,110 SH   SOLE   19,110 0 0
Science App Int'l Corp COM 808625107   1,778,560 16,852 SH   SOLE   16,852 0 0
Seagate Technology COM G7997R103   397,481 6,027 SH   SOLE   6,027 0 0
Selective Insurance Group COM 816300107   890,873 8,635 SH   SOLE   8,635 0 0
SolarEdge Technologies, Inc. COM 83417M104   1,231,511 9,509 SH   SOLE   9,509 0 0
State Street Corp COM 857477103   3,978,274 59,413 SH   SOLE   59,413 0 0
Stryker Corp COM 863667101   1,498,066 5,482 SH   SOLE   5,482 0 0
Synopsys Inc. COM 871607107   31,951,656 69,616 SH   SOLE   69,616 0 0
Tenet Healthcare Corp COM 88033G407   317,787 4,823 SH   SOLE   4,823 0 0
Tesla, Inc. COM 88160R101   1,455,530 5,817 SH   SOLE   5,817 0 0
The Cigna Group COM 125523100   12,615,687 44,100 SH   SOLE   44,100 0 0
Thermo Fisher Scientific, Inc. COM 883556102   1,918,890 3,791 SH   SOLE   3,791 0 0
Thor Industries Inc. COM 885160101   332,004 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   491,126 19,997 SH   SOLE   19,997 0 0
Transdigm Group, Inc. COM 893641100   451,075 535 SH   SOLE   535 0 0
United Therapeutics Corp. COM 91307C102   2,151,638 9,526 SH   SOLE   9,526 0 0
UnitedHealth Group, Inc. COM 91324P102   2,152,387 4,269 SH   SOLE   4,269 0 0
V2X, Inc. COM 92242T101   847,792 16,411 SH   SOLE   16,411 0 0
VISA Inc. COM 92826C839   27,919,764 121,385 SH   SOLE   121,385 0 0
VMware, Inc. Cl A COM 928563402   23,991,266 144,109 SH   SOLE   144,109 0 0
Verint Systems Inc. COM 92343X100   616,891 26,833 SH   SOLE   26,833 0 0
Vertex Pharmaceuticals COM 92532F100   2,508,596 7,214 SH   SOLE   7,214 0 0
Viatris, Inc. COM 92556V106   178,663 18,120 SH   SOLE   18,120 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   9,775,372 87,109 SH   SOLE   87,109 0 0
eBay Inc. COM 278642103   19,788,871 448,829 SH   SOLE   448,829 0 0
AllianceBernstein Hldg LTD 01881G106   704,545 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   15,079,203 148,039 SH   SOLE   148,039 0 0
Silicon Motion Tech ADS ADR 82706C108   1,579,012 30,810 SH   SOLE   30,810 0 0