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 17,834 126,718 SH   SOLE   81,835 0 44,883
Abbvie Inc. COMMON STOCKS 00287Y109 1,222 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 23,607 56,945 SH   SOLE   36,420 0 20,525
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 1,335 9,278 SH   SOLE   5,067 0 4,211
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 1,150 27,240 SH   SOLE   3,264 0 23,976
Alphabet, Inc. Class A COMMON STOCKS 02079K305 6,620 2,285 SH   SOLE   1,783 0 502
Alphabet, Inc. Class C COMMON STOCKS 02079K107 6,794 2,348 SH   SOLE   2,288 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 15,101 4,529 SH   SOLE   4,222 0 307
American Tower Corp. COMMON STOCKS 03027X100 29,879 102,150 SH   SOLE   62,906 0 39,244
Amgen,Inc. COMMON STOCKS 031162100 1,575 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 36,719 208,903 SH   SOLE   136,210 0 72,693
Apple, Inc. COMMON STOCKS 037833100 88,355 497,577 SH   SOLE   366,020 0 131,557
Azenta, Inc. COMMON STOCKS 114340102 2,326 22,555 SH   SOLE   2,701 0 19,854
Bank of America Corp. COMMON STOCKS 060505104 4,042 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 908 11,497 SH   SOLE   1,362 0 10,135
Boeing Co. COMMON STOCKS 097023105 531 2,636 SH   SOLE   955 0 1,681
Brinks Co. COMMON STOCKS 109696104 992 15,123 SH   SOLE   1,627 0 13,496
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,047 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 49,618 74,567 SH   SOLE   48,971 0 25,596
CEVA, Inc. COMMON STOCKS 157210105 1,266 29,285 SH   SOLE   3,460 0 25,825
Cambium Networks Corp. COMMON STOCKS G17766109 1,684 65,698 SH   SOLE   7,321 0 58,377
Carrier Global Corp. COMMON STOCKS 14448C104 515 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,766 21,589 SH   SOLE   2,589 0 19,000
Ciena Corp. COMMON STOCKS 171779309 2,169 28,177 SH   SOLE   3,341 0 24,836
Cisco Systems, Inc. COMMON STOCKS 17275R102 20,148 317,936 SH   SOLE   203,109 0 114,827
Coca-Cola Co. COMMON STOCKS 191216100 335 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101 25,413 504,924 SH   SOLE   305,287 0 199,637
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 846 42,722 SH   SOLE   5,083 0 37,639
Corning, Inc. COMMON STOCKS 219350105 2,720 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 272 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105 287 505 SH   SOLE   505 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 21,056 100,873 SH   SOLE   63,255 0 37,618
Curtiss-Wright Corp. COMMON STOCKS 231561101 992 7,151 SH   SOLE   848 0 6,303
Dycom Industries, Inc. COMMON STOCKS 267475101 1,135 12,103 SH   SOLE   1,428 0 10,675
EPAM Systems, Inc. COMMON STOCKS 29414B104 1,757 2,629 SH   SOLE   314 0 2,315
Eli Lilly & Co. COMMON STOCKS 532457108 23,097 83,617 SH   SOLE   61,448 0 22,169
Evercore, Inc. COMMON STOCKS 29977A105 1,134 8,350 SH   SOLE   988 0 7,362
ExlService Holdings, Inc. COMMON STOCKS 302081104 744 5,136 SH   SOLE   615 0 4,521
ExxonMobil Corp. COMMON STOCKS 30231G102 329 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 2,140 18,064 SH   SOLE   2,142 0 15,922
Fiserv, Inc. COMMON STOCKS 337738108 2,206 21,256 SH   SOLE   9,715 0 11,541
Five Below, Inc. COMMON STOCKS 33829M101 1,840 8,895 SH   SOLE   1,061 0 7,834
Hershey Foods Corp. COMMON STOCKS 427866108 1,819 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 27,447 131,636 SH   SOLE   81,608 0 50,028
Horizon Therapeutics plc COMMON STOCKS G46188101 2,073 19,240 SH   SOLE   2,300 0 16,940
Integra Lifesciences Holdings COMMON STOCKS 457985208 837 12,500 SH   SOLE   1,480 0 11,020
Intel Corp. COMMON STOCKS 458140100 3,505 68,060 SH   SOLE   68,060 0 0
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 24,865 181,802 SH   SOLE   113,232 0 68,570
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 32,583 216,285 SH   SOLE   216,285 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 40,518 255,876 SH   SOLE   177,648 0 78,228
Johnson & Johnson COMMON STOCKS 478160104 5,058 29,567 SH   SOLE   29,067 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 325 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100 40,796 94,851 SH   SOLE   62,065 0 32,786
Knight Swift Transportation Hl COMMON STOCKS 499049104 1,577 25,882 SH   SOLE   3,076 0 22,806
LGI Homes, Inc. COMMON STOCKS 50187T106 1,667 10,792 SH   SOLE   1,273 0 9,519
LHC Group, Inc. COMMON STOCKS 50187A107 2,061 15,020 SH   SOLE   1,661 0 13,359
Lithia Motors, Inc. COMMON STOCKS 536797103 818 2,754 SH   SOLE   309 0 2,445
Lowe's Companies, Inc. COMMON STOCKS 548661107 41,622 161,027 SH   SOLE   100,576 0 60,451
Lululemon Athletica, Inc. COMMON STOCKS 550021109 713 1,822 SH   SOLE   633 0 1,189
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 1,173 2,852 SH   SOLE   323 0 2,529
MasTec, Inc. COMMON STOCKS 576323109 2,245 24,324 SH   SOLE   2,890 0 21,434
Mastercard, Inc. COMMON STOCKS 57636Q104 25,081 69,802 SH   SOLE   43,928 0 25,874
McDonald's Corp. COMMON STOCKS 580135101 6,827 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,953 14,100 SH   SOLE   2,810 0 11,290
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 3,249 14,928 SH   SOLE   1,859 0 13,069
Merck & Co., Inc. COMMON STOCKS 58933y105 13,127 171,278 SH   SOLE   109,904 0 61,374
Meta Platforms, Inc. COMMON STOCKS 30303M102 2,086 6,203 SH   SOLE   3,455 0 2,748
Microsoft Corp. COMMON STOCKS 594918104 79,080 235,133 SH   SOLE   160,208 0 74,925
Moelis & Co. Class A COMMON STOCKS 60786M105 853 13,639 SH   SOLE   1,678 0 11,961
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 2,598 5,267 SH   SOLE   623 0 4,644
Moody's Corp. COMMON STOCKS 615369105 19,340 49,515 SH   SOLE   32,400 0 17,115
NIKE, Inc. Class B COMMON STOCKS 654106103 4,048 24,285 SH   SOLE   16,639 0 7,646
NV5 Global, Inc. COMMON STOCKS 62945V109 2,135 15,459 SH   SOLE   1,832 0 13,627
NVIDIA Corp. COMMON STOCKS 67066G104 904 3,074 SH   SOLE   1,084 0 1,990
Netflix, Inc. COMMON STOCKS 64110L106 2,657 4,410 SH   SOLE   3,088 0 1,322
Norfolk Southern Corporation COMMON STOCKS 655844108 2,729 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 17,794 45,971 SH   SOLE   27,771 0 18,200
NuVasive, Inc. COMMON STOCKS 670704105 478 9,104 SH   SOLE   963 0 8,141
O Reilly Automotive COMMON STOCKS 67103H107 424 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 851 16,629 SH   SOLE   1,848 0 14,781
Onto Innovation, Inc. COMMON STOCKS 683344105 974 9,620 SH   SOLE   1,155 0 8,465
PTC, Inc. COMMON STOCKS 69370C100 1,198 9,891 SH   SOLE   1,176 0 8,715
Pacira BioSciences, Inc. COMMON STOCKS 695127100 1,811 30,102 SH   SOLE   3,519 0 26,583
PepsiCo, Inc. COMMON STOCKS 713448108 1,642 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101 597 4,620 SH   SOLE   556 0 4,064
Pfizer, Inc. COMMON STOCKS 717081103 2,522 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 1,115 12,312 SH   SOLE   1,476 0 10,836
Pool Corp. COMMON STOCKS 73278L105 2,625 4,637 SH   SOLE   1,057 0 3,580
Procter & Gamble Co. COMMON STOCKS 742718109 679 4,150 SH   SOLE   4,150 0 0
Qorvo, Inc. COMMON STOCKS 74736K101 423 2,703 SH   SOLE   798 0 1,905
RH COMMON STOCKS 74967X103 2,861 5,339 SH   SOLE   848 0 4,491
Rackspace Technology COMMON STOCKS 750102105 792 58,784 SH   SOLE   6,320 0 52,464
Raytheon Technologies Corp. COMMON STOCKS 75513E101 33,000 383,451 SH   SOLE   239,632 0 143,819
Regions Financial Corp. COMMON STOCKS 7591EP100 14,693 673,999 SH   SOLE   440,471 0 233,528
S&P Global, Inc. COMMON STOCKS 78409V104 11,324 23,995 SH   SOLE   16,240 0 7,755
Sherwin-Williams Co. COMMON STOCKS 824348106 401 1,140 SH   SOLE   1,140 0 0
Skyworks Solutions, Inc. COMMON STOCKS 83088M102 16,486 106,267 SH   SOLE   65,513 0 40,754
Starbucks Corp. COMMON STOCKS 855244109 1,817 15,532 SH   SOLE   9,013 0 6,519
Stryker Corp. COMMON STOCKS 863667101 29,508 110,343 SH   SOLE   67,461 0 42,882
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 649 22,253 SH   SOLE   2,630 0 19,623
Syneos Health Class A COMMON STOCKS 87166B102 2,610 25,415 SH   SOLE   3,035 0 22,380
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 30,586 189,573 SH   SOLE   114,726 0 74,847
Texas Instruments, Inc. COMMON STOCKS 882508104 24,783 131,496 SH   SOLE   81,454 0 50,042
The Home Depot, Inc. COMMON STOCKS 437076102 26,794 64,563 SH   SOLE   42,244 0 22,319
The TJX Companies, Inc. COMMON STOCKS 872540109 1,286 16,943 SH   SOLE   9,906 0 7,037
The Walt Disney Co. COMMON STOCKS 254687106 4,585 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,922 2,880 SH   SOLE   1,534 0 1,346
U.S. Bancorp COMMON STOCKS 902973304 1,236 22,012 SH   SOLE   20,512 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107 1,250 34,456 SH   SOLE   4,126 0 30,330
UnitedHealth Group COMMON STOCKS 91324P102 44,566 88,752 SH   SOLE   55,594 0 33,158
Verint Systems, Inc. COMMON STOCKS 92343X100 1,205 22,951 SH   SOLE   2,747 0 20,204
Visa, Inc. Class A COMMON STOCKS 92826C839 29,388 135,609 SH   SOLE   86,688 0 48,921
ePlus, Inc. COMMON STOCKS 294268107 1,139 21,141 SH   SOLE   2,497 0 18,644
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 613 1,290 SH   SOLE   1,290 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 1,066 12,840 SH   SOLE   12,840 0 0