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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Abbott LaboratoriesCOMMON STOCKS00282410014,929126,380SH SOLE 82,480043,900
Abbvie Inc.COMMON STOCKS00287Y1099749,026SH SOLE 9,02600
Accenture plcCOMMON STOCKSG1151C10118,08456,526SH SOLE 36,441020,085
Advanced Micro Devices, Inc.COMMON STOCKS0079031079619,344SH SOLE 5,13304,211
Allegiance Bancshares, Inc.COMMON STOCKS01748H1071,01126,502SH SOLE 3,303023,199
Alphabet, Inc. Class ACOMMON STOCKS02079K3056,1252,291SH SOLE 1,7890502
Alphabet, Inc. Class CCOMMON STOCKS02079K1076,2632,350SH SOLE 2,290060
Amazon.com, Inc.COMMON STOCKS02313510614,8944,534SH SOLE 4,2270307
American Express Co.COMMON STOCKS0258161092,27913,601SH SOLE 13,60100
American Tower Corp.COMMON STOCKS03027X10026,872101,246SH SOLE 62,851038,395
Amgen,Inc.COMMON STOCKS0311621001,4897,000SH SOLE 7,00000
Analog Devices, Inc.COMMON STOCKS03265410528,627170,930SH SOLE 114,558056,372
Apple, Inc.COMMON STOCKS03783310070,305496,858SH SOLE 367,9100128,948
Bank of America Corp.COMMON STOCKS0605051043,85790,850SH SOLE 90,85000
Blackbaud, Inc.COMMON STOCKS09227Q10078711,190SH SOLE 1,37909,811
Boeing Co.COMMON STOCKS0970231055852,659SH SOLE 97801,681
Brinks Co.COMMON STOCKS10969610494914,987SH SOLE 1,868013,119
Bristol-Myers Squibb Co.COMMON STOCKS1101221081,94232,826SH SOLE 32,4860340
Broadcom, Inc.COMMON STOCKS11135F10132,41766,848SH SOLE 44,013022,835
Brooks Automation, Inc.COMMON STOCKS1143401022,94028,727SH SOLE 3,591025,136
CEVA, Inc.COMMON STOCKS1572101051,21728,510SH SOLE 3,502025,008
Cambium Networks Corp.COMMON STOCKSG177661092,33664,560SH SOLE 8,073056,487
Carrier Global Corp.COMMON STOCKS14448C1044919,488SH SOLE 9,48800
Century Communities, Inc.COMMON STOCKS1565043001,29021,000SH SOLE 2,620018,380
Ciena Corp.COMMON STOCKS1717793091,40827,419SH SOLE 3,383024,036
Cisco Systems, Inc.COMMON STOCKS17275R10217,276317,391SH SOLE 204,8960112,495
Coca-Cola Co.COMMON STOCKS1912161002975,656SH SOLE 5,65600
Comcast Corp. Class ACOMMON STOCKS20030n10121,238379,723SH SOLE 234,5800145,143
Corcept Therapeutics, Inc.COMMON STOCKS21835210281941,596SH SOLE 5,146036,450
CoreSite Realty Corp.COMMON STOCKS21870Q1051,1498,297SH SOLE 1,01807,279
Corning, Inc.COMMON STOCKS2193501052,66673,052SH SOLE 73,05200
Corteva Inc.COMMON STOCKS22052L0472425,750SH SOLE 5,75000
Costco Wholesale Corp.COMMON STOCKS22160K105227505SH SOLE 50500
Crown Castle International CorCOMMON STOCKS22822V10117,32499,953SH SOLE 63,166036,787
Curtiss-Wright Corp.COMMON STOCKS2315611018786,959SH SOLE 85706,102
Dycom Industries, Inc.COMMON STOCKS26747510183911,781SH SOLE 1,446010,335
EPAM Systems, Inc.COMMON STOCKS29414B1042,6354,619SH SOLE 57304,046
Eli Lilly & Co.COMMON STOCKS53245710819,30783,562SH SOLE 61,879021,683
Evercore, Inc.COMMON STOCKS29977A1051,0868,128SH SOLE 1,00007,128
ExxonMobil Corp.COMMON STOCKS30231G1023175,383SH SOLE 90504,478
FabrinetCOMMON STOCKSG3323L1001,80217,580SH SOLE 2,168015,412
Facebook, Inc. Class ACOMMON STOCKS30303M1022,1176,238SH SOLE 3,49002,748
Fiserv, Inc.COMMON STOCKS3377381082,31521,339SH SOLE 9,798011,541
Five Below, Inc.COMMON STOCKS33829M1011,5308,654SH SOLE 1,07407,580
Hershey Foods Corp.COMMON STOCKS4278661081,5919,400SH SOLE 9,40000
Honeywell International, Inc.COMMON STOCKS43851610627,920131,525SH SOLE 82,158049,367
Horizon Therapeutics plcCOMMON STOCKSG461881013,10928,378SH SOLE 3,526024,852
Integra Lifesciences HoldingsCOMMON STOCKS45798520883312,167SH SOLE 1,498010,669
Intel Corp.COMMON STOCKS4581401003,62668,060SH SOLE 68,06000
Intercontinental Exchange, IncCOMMON STOCKS45866F10420,809181,229SH SOLE 114,172067,057
Intl. Flavors & Fragrances, InCOMMON STOCKS45950610128,922216,285SH SOLE 216,28500
JPMorgan Chase & Co.COMMON STOCKS46625H10041,751255,059SH SOLE 178,468076,591
Johnson & JohnsonCOMMON STOCKS4781601044,77529,567SH SOLE 29,0670500
Johnson Controls Intl PLCCOMMON STOCKSG515021052724,000SH SOLE 004,000
KLA Corp.COMMON STOCKS48248010031,76194,947SH SOLE 62,856032,091
Knight Swift Transportation HlCOMMON STOCKS4990491041,28825,185SH SOLE 3,114022,071
LGI Homes, Inc.COMMON STOCKS50187T1061,49110,505SH SOLE 1,28909,216
LHC Group, Inc.COMMON STOCKS50187A1071,3108,348SH SOLE 1,03507,313
Lithia Motors, Inc.COMMON STOCKS5367971038562,701SH SOLE 33402,367
Lowe's Companies, Inc.COMMON STOCKS54866110733,984167,525SH SOLE 104,261063,264
Lululemon Athletica, Inc.COMMON STOCKS5500211097441,839SH SOLE 65001,189
MarketAxess Holdings, Inc.COMMON STOCKS57060D1081,1772,798SH SOLE 35202,446
MasTec, Inc.COMMON STOCKS5763231092,04323,673SH SOLE 2,927020,746
Mastercard, Inc.COMMON STOCKS57636Q10414,70542,294SH SOLE 27,230015,064
McDonald's Corp.COMMON STOCKS5801351016,14025,467SH SOLE 25,46700
Medifast, Inc.COMMON STOCKS58470H1012,66313,823SH SOLE 2,849010,974
Medpace Holdings, Inc.COMMON STOCKS58506Q1092,87615,193SH SOLE 1,991013,202
Merck & Co., Inc.COMMON STOCKS58933y10512,839170,940SH SOLE 110,920060,020
Microsoft Corp.COMMON STOCKS59491810466,171234,715SH SOLE 161,055073,660
Moelis & Co. Class ACOMMON STOCKS60786M10582013,259SH SOLE 1,699011,560
Monolithic Power Systems, Inc.COMMON STOCKS6098391052,4855,127SH SOLE 63104,496
Moody's Corp.COMMON STOCKS61536910517,55849,444SH SOLE 32,701016,743
NIKE, Inc. Class BCOMMON STOCKS6541061033,55024,444SH SOLE 16,79807,646
NV5 Global, Inc.COMMON STOCKS62945V1091,48315,046SH SOLE 1,855013,191
NVIDIA Corp.COMMON STOCKS67066G1046433,106SH SOLE 1,11601,990
Netflix, Inc.COMMON STOCKS64110L1062,7034,429SH SOLE 3,10701,322
Norfolk Southern CorporationCOMMON STOCKS6558441082,1939,165SH SOLE 9,16500
Northrop Grumman Corp.COMMON STOCKS66680710216,24445,104SH SOLE 27,304017,800
NuVasive, Inc.COMMON STOCKS6707041055388,984SH SOLE 1,10607,878
O Reilly AutomotiveCOMMON STOCKS67103H107367600SH SOLE 00600
Ollie's Bargain Outlet HoldingCOMMON STOCKS68111610998516,347SH SOLE 2,047014,300
PTC, Inc.COMMON STOCKS69370C1001,1539,626SH SOLE 1,19008,436
Pacira BioSciences, Inc.COMMON STOCKS69512710088315,769SH SOLE 1,963013,806
PayPal Holdings Inc.COMMON STOCKS70450Y1032671,028SH SOLE 1,02800
PepsiCo, Inc.COMMON STOCKS7134481081,4229,454SH SOLE 8,38801,066
Pfizer, Inc.COMMON STOCKS7170811031,83742,711SH SOLE 42,4810230
Planet Fitness, Inc. Class ACOMMON STOCKS72703H10194111,982SH SOLE 1,495010,487
Pool Corp.COMMON STOCKS73278L1052,5835,945SH SOLE 1,25104,694
Procter & Gamble Co.COMMON STOCKS7427181095804,150SH SOLE 4,15000
Qorvo, Inc.COMMON STOCKS74736K1014542,713SH SOLE 80801,905
RHCOMMON STOCKS74967X1033,6035,403SH SOLE 1,04004,363
Rackspace TechnologyCOMMON STOCKS75010210582958,265SH SOLE 7,256051,009
Raytheon Technologies Corp.COMMON STOCKS75513E10132,762381,135SH SOLE 240,4200140,715
Regions Financial Corp.COMMON STOCKS7591EP10014,194666,053SH SOLE 438,0960227,957
S&P Global, Inc.COMMON STOCKS78409V10410,21724,047SH SOLE 16,45807,589
Sherwin-Williams Co.COMMON STOCKS8243481063191,140SH SOLE 1,14000
Skyworks Solutions, Inc.COMMON STOCKS83088M10220,374123,642SH SOLE 82,691040,951
Starbucks Corp.COMMON STOCKS8552441091,72415,632SH SOLE 9,11306,519
Stryker Corp.COMMON STOCKS86366710129,011110,006SH SOLE 68,044041,962
Supernus Pharmaceuticals, Inc.COMMON STOCKS86845910857821,669SH SOLE 2,662019,007
Syneos Health Class ACOMMON STOCKS87166B1022,16324,731SH SOLE 3,072021,659
T Rowe Price Group Inc.COMMON STOCKS74144t1084262,166SH SOLE 2,16600
TE Connectivity Ltd. Regular SCOMMON STOCKSH8498910425,766187,774SH SOLE 114,555073,219
Texas Instruments, Inc.COMMON STOCKS88250810425,038130,262SH SOLE 81,307048,955
The Home Depot, Inc.COMMON STOCKS43707610221,13964,398SH SOLE 42,515021,883
The TJX Companies, Inc.COMMON STOCKS8725401091,12517,047SH SOLE 10,01007,037
The Walt Disney Co.COMMON STOCKS2546871065,00729,599SH SOLE 29,59900
Thermo Fisher Scientific, Inc.COMMON STOCKS8835561021,6572,901SH SOLE 1,55501,346
Twitter, Inc.COMMON STOCKS90184L1025459,027SH SOLE 3,92305,104
U.S. BancorpCOMMON STOCKS9029733041,30822,012SH SOLE 20,51201,500
United Bankshares, Inc.COMMON STOCKS9099071071,22033,528SH SOLE 4,177029,351
UnitedHealth GroupCOMMON STOCKS91324P10235,41490,634SH SOLE 56,875033,759
Verint Systems, Inc.COMMON STOCKS92343X1001,00022,333SH SOLE 2,779019,554
Visa, Inc. Class ACOMMON STOCKS92826C83930,087135,069SH SOLE 87,117047,952
ePlus, Inc.COMMON STOCKS2942681071,05610,291SH SOLE 1,26309,028
iShares Tr Russell MidcapEXCHANGE-TRADED4642874991,00412,840SH SOLE 12,84000