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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COMMON STOCKS 002824100 14,929 126,380 SH   SOLE   82,480 0 43,900
Abbvie Inc. COMMON STOCKS 00287Y109 974 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 18,084 56,526 SH   SOLE   36,441 0 20,085
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 961 9,344 SH   SOLE   5,133 0 4,211
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 1,011 26,502 SH   SOLE   3,303 0 23,199
Alphabet, Inc. Class A COMMON STOCKS 02079K305 6,125 2,291 SH   SOLE   1,789 0 502
Alphabet, Inc. Class C COMMON STOCKS 02079K107 6,263 2,350 SH   SOLE   2,290 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 14,894 4,534 SH   SOLE   4,227 0 307
American Express Co. COMMON STOCKS 025816109 2,279 13,601 SH   SOLE   13,601 0 0
American Tower Corp. COMMON STOCKS 03027X100 26,872 101,246 SH   SOLE   62,851 0 38,395
Amgen,Inc. COMMON STOCKS 031162100 1,489 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 28,627 170,930 SH   SOLE   114,558 0 56,372
Apple, Inc. COMMON STOCKS 037833100 70,305 496,858 SH   SOLE   367,910 0 128,948
Bank of America Corp. COMMON STOCKS 060505104 3,857 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 787 11,190 SH   SOLE   1,379 0 9,811
Boeing Co. COMMON STOCKS 097023105 585 2,659 SH   SOLE   978 0 1,681
Brinks Co. COMMON STOCKS 109696104 949 14,987 SH   SOLE   1,868 0 13,119
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 1,942 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 32,417 66,848 SH   SOLE   44,013 0 22,835
Brooks Automation, Inc. COMMON STOCKS 114340102 2,940 28,727 SH   SOLE   3,591 0 25,136
CEVA, Inc. COMMON STOCKS 157210105 1,217 28,510 SH   SOLE   3,502 0 25,008
Cambium Networks Corp. COMMON STOCKS G17766109 2,336 64,560 SH   SOLE   8,073 0 56,487
Carrier Global Corp. COMMON STOCKS 14448C104 491 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,290 21,000 SH   SOLE   2,620 0 18,380
Ciena Corp. COMMON STOCKS 171779309 1,408 27,419 SH   SOLE   3,383 0 24,036
Cisco Systems, Inc. COMMON STOCKS 17275R102 17,276 317,391 SH   SOLE   204,896 0 112,495
Coca-Cola Co. COMMON STOCKS 191216100 297 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101 21,238 379,723 SH   SOLE   234,580 0 145,143
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 819 41,596 SH   SOLE   5,146 0 36,450
CoreSite Realty Corp. COMMON STOCKS 21870Q105 1,149 8,297 SH   SOLE   1,018 0 7,279
Corning, Inc. COMMON STOCKS 219350105 2,666 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 242 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105 227 505 SH   SOLE   505 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 17,324 99,953 SH   SOLE   63,166 0 36,787
Curtiss-Wright Corp. COMMON STOCKS 231561101 878 6,959 SH   SOLE   857 0 6,102
Dycom Industries, Inc. COMMON STOCKS 267475101 839 11,781 SH   SOLE   1,446 0 10,335
EPAM Systems, Inc. COMMON STOCKS 29414B104 2,635 4,619 SH   SOLE   573 0 4,046
Eli Lilly & Co. COMMON STOCKS 532457108 19,307 83,562 SH   SOLE   61,879 0 21,683
Evercore, Inc. COMMON STOCKS 29977A105 1,086 8,128 SH   SOLE   1,000 0 7,128
ExxonMobil Corp. COMMON STOCKS 30231G102 317 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,802 17,580 SH   SOLE   2,168 0 15,412
Facebook, Inc. Class A COMMON STOCKS 30303M102 2,117 6,238 SH   SOLE   3,490 0 2,748
Fiserv, Inc. COMMON STOCKS 337738108 2,315 21,339 SH   SOLE   9,798 0 11,541
Five Below, Inc. COMMON STOCKS 33829M101 1,530 8,654 SH   SOLE   1,074 0 7,580
Hershey Foods Corp. COMMON STOCKS 427866108 1,591 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 27,920 131,525 SH   SOLE   82,158 0 49,367
Horizon Therapeutics plc COMMON STOCKS G46188101 3,109 28,378 SH   SOLE   3,526 0 24,852
Integra Lifesciences Holdings COMMON STOCKS 457985208 833 12,167 SH   SOLE   1,498 0 10,669
Intel Corp. COMMON STOCKS 458140100 3,626 68,060 SH   SOLE   68,060 0 0
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 20,809 181,229 SH   SOLE   114,172 0 67,057
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 28,922 216,285 SH   SOLE   216,285 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 41,751 255,059 SH   SOLE   178,468 0 76,591
Johnson & Johnson COMMON STOCKS 478160104 4,775 29,567 SH   SOLE   29,067 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 272 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100 31,761 94,947 SH   SOLE   62,856 0 32,091
Knight Swift Transportation Hl COMMON STOCKS 499049104 1,288 25,185 SH   SOLE   3,114 0 22,071
LGI Homes, Inc. COMMON STOCKS 50187T106 1,491 10,505 SH   SOLE   1,289 0 9,216
LHC Group, Inc. COMMON STOCKS 50187A107 1,310 8,348 SH   SOLE   1,035 0 7,313
Lithia Motors, Inc. COMMON STOCKS 536797103 856 2,701 SH   SOLE   334 0 2,367
Lowe's Companies, Inc. COMMON STOCKS 548661107 33,984 167,525 SH   SOLE   104,261 0 63,264
Lululemon Athletica, Inc. COMMON STOCKS 550021109 744 1,839 SH   SOLE   650 0 1,189
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 1,177 2,798 SH   SOLE   352 0 2,446
MasTec, Inc. COMMON STOCKS 576323109 2,043 23,673 SH   SOLE   2,927 0 20,746
Mastercard, Inc. COMMON STOCKS 57636Q104 14,705 42,294 SH   SOLE   27,230 0 15,064
McDonald's Corp. COMMON STOCKS 580135101 6,140 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,663 13,823 SH   SOLE   2,849 0 10,974
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,876 15,193 SH   SOLE   1,991 0 13,202
Merck & Co., Inc. COMMON STOCKS 58933y105 12,839 170,940 SH   SOLE   110,920 0 60,020
Microsoft Corp. COMMON STOCKS 594918104 66,171 234,715 SH   SOLE   161,055 0 73,660
Moelis & Co. Class A COMMON STOCKS 60786M105 820 13,259 SH   SOLE   1,699 0 11,560
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 2,485 5,127 SH   SOLE   631 0 4,496
Moody's Corp. COMMON STOCKS 615369105 17,558 49,444 SH   SOLE   32,701 0 16,743
NIKE, Inc. Class B COMMON STOCKS 654106103 3,550 24,444 SH   SOLE   16,798 0 7,646
NV5 Global, Inc. COMMON STOCKS 62945V109 1,483 15,046 SH   SOLE   1,855 0 13,191
NVIDIA Corp. COMMON STOCKS 67066G104 643 3,106 SH   SOLE   1,116 0 1,990
Netflix, Inc. COMMON STOCKS 64110L106 2,703 4,429 SH   SOLE   3,107 0 1,322
Norfolk Southern Corporation COMMON STOCKS 655844108 2,193 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 16,244 45,104 SH   SOLE   27,304 0 17,800
NuVasive, Inc. COMMON STOCKS 670704105 538 8,984 SH   SOLE   1,106 0 7,878
O Reilly Automotive COMMON STOCKS 67103H107 367 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 985 16,347 SH   SOLE   2,047 0 14,300
PTC, Inc. COMMON STOCKS 69370C100 1,153 9,626 SH   SOLE   1,190 0 8,436
Pacira BioSciences, Inc. COMMON STOCKS 695127100 883 15,769 SH   SOLE   1,963 0 13,806
PayPal Holdings Inc. COMMON STOCKS 70450Y103 267 1,028 SH   SOLE   1,028 0 0
PepsiCo, Inc. COMMON STOCKS 713448108 1,422 9,454 SH   SOLE   8,388 0 1,066
Pfizer, Inc. COMMON STOCKS 717081103 1,837 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 941 11,982 SH   SOLE   1,495 0 10,487
Pool Corp. COMMON STOCKS 73278L105 2,583 5,945 SH   SOLE   1,251 0 4,694
Procter & Gamble Co. COMMON STOCKS 742718109 580 4,150 SH   SOLE   4,150 0 0
Qorvo, Inc. COMMON STOCKS 74736K101 454 2,713 SH   SOLE   808 0 1,905
RH COMMON STOCKS 74967X103 3,603 5,403 SH   SOLE   1,040 0 4,363
Rackspace Technology COMMON STOCKS 750102105 829 58,265 SH   SOLE   7,256 0 51,009
Raytheon Technologies Corp. COMMON STOCKS 75513E101 32,762 381,135 SH   SOLE   240,420 0 140,715
Regions Financial Corp. COMMON STOCKS 7591EP100 14,194 666,053 SH   SOLE   438,096 0 227,957
S&P Global, Inc. COMMON STOCKS 78409V104 10,217 24,047 SH   SOLE   16,458 0 7,589
Sherwin-Williams Co. COMMON STOCKS 824348106 319 1,140 SH   SOLE   1,140 0 0
Skyworks Solutions, Inc. COMMON STOCKS 83088M102 20,374 123,642 SH   SOLE   82,691 0 40,951
Starbucks Corp. COMMON STOCKS 855244109 1,724 15,632 SH   SOLE   9,113 0 6,519
Stryker Corp. COMMON STOCKS 863667101 29,011 110,006 SH   SOLE   68,044 0 41,962
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 578 21,669 SH   SOLE   2,662 0 19,007
Syneos Health Class A COMMON STOCKS 87166B102 2,163 24,731 SH   SOLE   3,072 0 21,659
T Rowe Price Group Inc. COMMON STOCKS 74144t108 426 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 25,766 187,774 SH   SOLE   114,555 0 73,219
Texas Instruments, Inc. COMMON STOCKS 882508104 25,038 130,262 SH   SOLE   81,307 0 48,955
The Home Depot, Inc. COMMON STOCKS 437076102 21,139 64,398 SH   SOLE   42,515 0 21,883
The TJX Companies, Inc. COMMON STOCKS 872540109 1,125 17,047 SH   SOLE   10,010 0 7,037
The Walt Disney Co. COMMON STOCKS 254687106 5,007 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,657 2,901 SH   SOLE   1,555 0 1,346
Twitter, Inc. COMMON STOCKS 90184L102 545 9,027 SH   SOLE   3,923 0 5,104
U.S. Bancorp COMMON STOCKS 902973304 1,308 22,012 SH   SOLE   20,512 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107 1,220 33,528 SH   SOLE   4,177 0 29,351
UnitedHealth Group COMMON STOCKS 91324P102 35,414 90,634 SH   SOLE   56,875 0 33,759
Verint Systems, Inc. COMMON STOCKS 92343X100 1,000 22,333 SH   SOLE   2,779 0 19,554
Visa, Inc. Class A COMMON STOCKS 92826C839 30,087 135,069 SH   SOLE   87,117 0 47,952
ePlus, Inc. COMMON STOCKS 294268107 1,056 10,291 SH   SOLE   1,263 0 9,028
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 1,004 12,840 SH   SOLE   12,840 0 0