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   17,632,770 50,123 SH   SOLE   50,123 0 0
Advanced Energy Industries COM 007973100   3,275,567 28,328 SH   SOLE   28,328 0 0
Advanced Micro Devices COM 007903107   12,358,750 102,316 SH   SOLE   102,316 0 0
Akamai Technologies Inc. COM 00971T101   14,605,181 152,694 SH   SOLE   152,694 0 0
Alcon Inc COM H01301128   13,666,239 160,988 SH   SOLE   160,988 0 0
Alphabet Inc. Class A COM 02079K305   41,167,719 217,473 SH   SOLE   217,473 0 0
Alphabet Inc. Class C COM 02079K107   106,692,765 560,243 SH   SOLE   560,243 0 0
Amazon.com Inc. COM 023135106   125,297,578 571,118 SH   SOLE   571,118 0 0
Ambarella, Inc. COM G037AX101   289,942 3,986 SH   SOLE   3,986 0 0
Amdocs Limited COM G02602103   9,264,254 108,812 SH   SOLE   108,812 0 0
Amgen Inc. COM 031162100   32,228,982 123,653 SH   SOLE   123,653 0 0
Amphenol Corp. COM 032095101   12,947,147 186,424 SH   SOLE   186,424 0 0
Apple Inc. COM 037833100   28,270,915 112,894 SH   SOLE   112,894 0 0
Applied Industrial Tech COM 03820C105   7,087,594 29,597 SH   SOLE   29,597 0 0
Artisan Partners Asset Mangmnt COM 04316A108   706,235 16,405 SH   SOLE   16,405 0 0
Asbury Automotive Group COM 043436104   886,573 3,648 SH   SOLE   3,648 0 0
Assurant, Inc. COM 04621X108   7,023,040 32,938 SH   SOLE   32,938 0 0
BWX Technologies, Inc. COM 05605H100   334,170 3,000 SH   SOLE   3,000 0 0
Bank of New York Mellon Corp. COM 064058100   8,125,546 105,760 SH   SOLE   105,760 0 0
Barrett Business Services Inc COM 068463108   1,453,633 33,463 SH   SOLE   33,463 0 0
Bio-Rad Laboratories Cl A COM 090572207   1,349,191 4,107 SH   SOLE   4,107 0 0
Broadcom Limited COM 11135F101   41,230,426 177,840 SH   SOLE   177,840 0 0
CAVA Group Inc COM 148929102   206,424 1,830 SH   SOLE   1,830 0 0
CF Industries Holdings, Inc. COM 125269100   440,166 5,159 SH   SOLE   5,159 0 0
CNO Financial Group, Inc. COM 12621E103   778,545 20,923 SH   SOLE   20,923 0 0
CSG Systems International COM 126349109   511,100 10,000 SH   SOLE   10,000 0 0
Cardinal Health Inc. COM 14149Y108   3,251,597 27,493 SH   SOLE   27,493 0 0
Carlisle Companies Inc. COM 142339100   518,220 1,405 SH   SOLE   1,405 0 0
Cencora, Inc. COM 03073E105   3,022,620 13,453 SH   SOLE   13,453 0 0
Centene Corporation COM 15135B101   1,669,585 27,560 SH   SOLE   27,560 0 0
Charles Schwab Corp COM 808513105   35,939,559 485,604 SH   SOLE   485,604 0 0
Check Point Software COM M22465104   11,016,794 59,008 SH   SOLE   59,008 0 0
Chubb Limited COM H1467J104   18,976,692 68,681 SH   SOLE   68,681 0 0
Cirrus Logic Inc. COM 172755100   4,362,998 43,814 SH   SOLE   43,814 0 0
Cisco Systems Inc. COM 17275R102   59,083,405 998,030 SH   SOLE   998,030 0 0
Clear Secure, Inc. COM 18467V109   1,770,175 66,448 SH   SOLE   66,448 0 0
Cognizant Tech Solutions COM 192446102   10,279,683 133,676 SH   SOLE   133,676 0 0
Cohu, Inc. COM 192576106   2,234,897 83,704 SH   SOLE   83,704 0 0
Concentrix Corporation COM 20602D101   568,308 13,134 SH   SOLE   13,134 0 0
Coterra Energy COM 127097103   1,660,100 65,000 SH   SOLE   65,000 0 0
CrowdStrike Holdings, Inc. COM 22788C105   2,626,420 7,676 SH   SOLE   7,676 0 0
Curtiss-Wright Corp. COM 231561101   508,884 1,434 SH   SOLE   1,434 0 0
Danaher Corporation COM 235851102   1,818,036 7,920 SH   SOLE   7,920 0 0
Diodes Inc. COM 254543101   2,066,192 33,504 SH   SOLE   33,504 0 0
ESAB Corp COM 29605J106   2,515,981 20,977 SH   SOLE   20,977 0 0
Elevance Health, Inc. COM 036752103   1,782,894 4,833 SH   SOLE   4,833 0 0
Energizer Holdings COM 29272W109   650,489 18,644 SH   SOLE   18,644 0 0
Ensign Group, Inc. (The) COM 29358P101   2,654,676 19,981 SH   SOLE   19,981 0 0
Exelixis Inc. COM 30161Q104   2,881,915 86,544 SH   SOLE   86,544 0 0
F5 Networks Inc. COM 315616102   3,510,773 13,961 SH   SOLE   13,961 0 0
Flutter Entertainment PLC COM G3643J108   3,197,285 12,371 SH   SOLE   12,371 0 0
Fortinet, Inc. COM 34959E109   2,454,590 25,980 SH   SOLE   25,980 0 0
Gilead Sciences Inc. COM 375558103   7,608,311 82,368 SH   SOLE   82,368 0 0
Global Payments Inc. COM 37940X102   11,385,408 101,601 SH   SOLE   101,601 0 0
Halliburton Company COM 406216101   1,314,636 48,350 SH   SOLE   48,350 0 0
Hartford Financial Services COM 416515104   686,266 6,273 SH   SOLE   6,273 0 0
IBM Corp COM 459200101   1,298,538 5,907 SH   SOLE   5,907 0 0
ICF International, Inc. COM 44925C103   1,033,789 8,672 SH   SOLE   8,672 0 0
InMode Ltd COM M5425M103   600,298 35,946 SH   SOLE   35,946 0 0
Incyte Corp COM 45337C102   1,313,850 19,022 SH   SOLE   19,022 0 0
Intuitive Surgical, Inc. COM 46120E602   5,753,565 11,023 SH   SOLE   11,023 0 0
JPMorgan Chase & Co COM 46625H100   35,097,481 146,416 SH   SOLE   146,416 0 0
Jack Henry & Associates COM 426281101   2,066,086 11,786 SH   SOLE   11,786 0 0
Jazz Pharmaceuticals plc COM G50871105   2,745,629 22,295 SH   SOLE   22,295 0 0
Johnson & Johnson COM 478160104   1,472,665 10,183 SH   SOLE   10,183 0 0
KLA Corporation COM 482480100   55,851,829 88,637 SH   SOLE   88,637 0 0
Kadant Inc COM 48282T104   1,610,413 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   888,546 15,671 SH   SOLE   15,671 0 0
Korn Ferry COM 500643200   832,873 12,348 SH   SOLE   12,348 0 0
Kulicke & Soffa Industries COM 501242101   4,078,737 87,414 SH   SOLE   87,414 0 0
Laboratory Corp of America COM 504922105   14,461,679 63,063 SH   SOLE   63,063 0 0
Lam Research Corporation COM 512807306   1,779,603 24,638 SH   SOLE   24,638 0 0
Lockheed Martin Corp. COM 539830109   7,289,586 15,001 SH   SOLE   15,001 0 0
Lowes Companies Inc. COM 548661107   25,627,832 103,840 SH   SOLE   103,840 0 0
M/I Homes, Inc. COM 55305B101   601,067 4,521 SH   SOLE   4,521 0 0
Mastercard Inc. COM 57636Q104   17,316,254 32,885 SH   SOLE   32,885 0 0
McKesson Corp COM 58155Q103   10,800,364 18,951 SH   SOLE   18,951 0 0
Medtronic PLC COM G5960L103   1,330,961 16,662 SH   SOLE   16,662 0 0
MercadoLibre, Inc. COM 58733R102   2,040,528 1,200 SH   SOLE   1,200 0 0
Merck & Co. Inc. COM 58933Y105   1,707,873 17,168 SH   SOLE   17,168 0 0
Meta Platforms, Inc. COM 30303M102   79,309,323 135,453 SH   SOLE   135,453 0 0
Microchip Technology Inc COM 595017104   7,074,065 123,349 SH   SOLE   123,349 0 0
Microsoft Corporation COM 594918104   58,544,664 138,896 SH   SOLE   138,896 0 0
Molina Healthcare, Inc. COM 60855R100   1,794,032 6,164 SH   SOLE   6,164 0 0
Murphy USA, Inc. COM 626755102   513,792 1,024 SH   SOLE   1,024 0 0
NVIDIA Corp COM 67066G104   44,198,868 329,130 SH   SOLE   329,130 0 0
NXP Semiconductors NV COM N6596X109   39,114,131 188,184 SH   SOLE   188,184 0 0
NetApp, Inc. COM 64110D104   22,762,940 196,097 SH   SOLE   196,097 0 0
Nordson Corporation COM 655663102   2,061,851 9,854 SH   SOLE   9,854 0 0
Northern Trust Corp. COM 665859104   1,632,927 15,931 SH   SOLE   15,931 0 0
Oracle Corporation COM 68389X105   46,864,834 281,234 SH   SOLE   281,234 0 0
Parsons Corp COM 70202L102   2,655,877 28,790 SH   SOLE   28,790 0 0
PayPal Holdings, Inc. COM 70450Y103   1,355,443 15,881 SH   SOLE   15,881 0 0
Paychex, Inc. COM 704326107   4,932,238 35,175 SH   SOLE   35,175 0 0
Paylocity Holding Corporation COM 70438V106   1,781,267 8,930 SH   SOLE   8,930 0 0
Pfizer Inc. COM 717081103   10,630,571 400,700 SH   SOLE   400,700 0 0
Pool Corporation COM 73278L105   351,168 1,030 SH   SOLE   1,030 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   1,136,600 14,555 SH   SOLE   14,555 0 0
Qorvo, Inc. COM 74736K101   2,448,040 35,007 SH   SOLE   35,007 0 0
Qualcomm Inc. COM 747525103   48,543,814 315,999 SH   SOLE   315,999 0 0
Quest Diagnostics Inc COM 74834L100   2,631,300 17,442 SH   SOLE   17,442 0 0
Regeneron Pharmaceuticals COM 75886F107   7,003,629 9,832 SH   SOLE   9,832 0 0
Republic Services Inc. COM 760759100   467,341 2,323 SH   SOLE   2,323 0 0
Revvity, Inc. COM 714046109   1,958,867 17,551 SH   SOLE   17,551 0 0
Salesforce, Inc COM 79466L302   5,744,283 17,181 SH   SOLE   17,181 0 0
Science App Int'l Corp COM 808625107   2,030,595 18,166 SH   SOLE   18,166 0 0
Seagate Technology COM G7997R103   230,102 2,666 SH   SOLE   2,666 0 0
Selective Insurance Group COM 816300107   704,206 7,530 SH   SOLE   7,530 0 0
State Street Corp COM 857477103   6,557,715 66,813 SH   SOLE   66,813 0 0
Stryker Corp COM 863667101   2,219,348 6,164 SH   SOLE   6,164 0 0
Synopsys Inc. COM 871607107   31,147,493 64,174 SH   SOLE   64,174 0 0
Tenet Healthcare Corp COM 88033G407   422,870 3,350 SH   SOLE   3,350 0 0
The Cigna Group COM 125523100   12,797,900 46,346 SH   SOLE   46,346 0 0
Thermo Fisher Scientific, Inc. COM 883556102   2,152,192 4,137 SH   SOLE   4,137 0 0
Thor Industries Inc. COM 885160101   334,028 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   1,030,045 19,997 SH   SOLE   19,997 0 0
Transdigm Group, Inc. COM 893641100   401,728 317 SH   SOLE   317 0 0
United Therapeutics Corp. COM 91307C102   2,598,667 7,365 SH   SOLE   7,365 0 0
UnitedHealth Group, Inc. COM 91324P102   2,108,930 4,169 SH   SOLE   4,169 0 0
V2X, Inc. COM 92242T101   807,849 16,890 SH   SOLE   16,890 0 0
VISA Inc. COM 92826C839   46,494,225 147,115 SH   SOLE   147,115 0 0
Veeva Systems Inc. COM 922475108   2,148,965 10,221 SH   SOLE   10,221 0 0
Verint Systems Inc. COM 92343X100   235,603 8,583 SH   SOLE   8,583 0 0
Vertex Pharmaceuticals COM 92532F100   1,840,742 4,571 SH   SOLE   4,571 0 0
Viatris, Inc. COM 92556V106   355,410 28,547 SH   SOLE   28,547 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   9,106,890 86,215 SH   SOLE   86,215 0 0
Zscaler, Inc. COM 98980G102   3,028,723 16,788 SH   SOLE   16,788 0 0
eBay Inc. COM 278642103   19,884,463 320,976 SH   SOLE   320,976 0 0
AllianceBernstein Hldg LTD 01881G106   861,007 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   14,794,443 152,034 SH   SOLE   152,034 0 0
Novo-Nordisk A/S ADR 670100205   798,524 9,283 SH   SOLE   9,283 0 0
Silicon Motion Tech ADS ADR 82706C108   1,850,996 34,246 SH   SOLE   34,246 0 0