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 14,942 126,242 SH   SOLE   80,958 0 45,284
Abbvie Inc. COMMON STOCKS 00287Y109 1,463 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 19,127 56,717 SH   SOLE   36,012 0 20,705
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 1,014 9,278 SH   SOLE   5,067 0 4,211
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 1,241 27,772 SH   SOLE   3,306 0 24,466
Alphabet, Inc. Class A COMMON STOCKS 02079K305 6,350 2,283 SH   SOLE   1,783 0 500
Alphabet, Inc. Class C COMMON STOCKS 02079K107 6,558 2,348 SH   SOLE   2,288 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 14,761 4,528 SH   SOLE   4,222 0 306
American Tower Corp. COMMON STOCKS 03027X100 25,556 101,729 SH   SOLE   62,134 0 39,595
Amgen,Inc. COMMON STOCKS 031162100 1,693 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 34,414 208,340 SH   SOLE   135,203 0 73,137
Apple, Inc. COMMON STOCKS 037833100 86,656 496,282 SH   SOLE   364,104 0 132,178
Bank of America Corp. COMMON STOCKS 060505104 3,745 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 702 11,721 SH   SOLE   1,381 0 10,340
Boeing Co. COMMON STOCKS 097023105 505 2,636 SH   SOLE   1,041 0 1,595
Brinks Co. COMMON STOCKS 109696104 1,068 15,707 SH   SOLE   1,868 0 13,839
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,397 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 44,026 69,918 SH   SOLE   45,183 0 24,735
CEVA, Inc. COMMON STOCKS 157210105 1,214 29,864 SH   SOLE   3,513 0 26,351
Cambium Networks Corp. COMMON STOCKS G17766109 1,599 67,647 SH   SOLE   8,057 0 59,590
Carrier Global Corp. COMMON STOCKS 14448C104 435 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,180 22,019 SH   SOLE   2,623 0 19,396
Ciena Corp. COMMON STOCKS 171779309 1,742 28,726 SH   SOLE   3,384 0 25,342
Cisco Systems, Inc. COMMON STOCKS 17275R102 17,663 316,771 SH   SOLE   200,990 0 115,781
Coca-Cola Co. COMMON STOCKS 191216100 351 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101 24,644 526,360 SH   SOLE   319,696 0 206,664
ConocoPhillips COMMON STOCKS 20825C104 21,085 210,847 SH   SOLE   142,953 0 67,894
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 981 43,568 SH   SOLE   5,154 0 38,414
Corning, Inc. COMMON STOCKS 219350105 2,696 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 331 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105 291 505 SH   SOLE   505 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 18,547 100,469 SH   SOLE   62,495 0 37,974
Curtiss-Wright Corp. COMMON STOCKS 231561101 1,094 7,286 SH   SOLE   858 0 6,428
Dycom Industries, Inc. COMMON STOCKS 267475101 1,175 12,339 SH   SOLE   1,449 0 10,890
EPAM Systems, Inc. COMMON STOCKS 29414B104 253 853 SH   SOLE   294 0 559
Eli Lilly & Co. COMMON STOCKS 532457108 23,876 83,373 SH   SOLE   61,011 0 22,362
Evercore, Inc. COMMON STOCKS 29977A105 948 8,516 SH   SOLE   1,003 0 7,513
ExlService Holdings, Inc. COMMON STOCKS 302081104 1,779 12,414 SH   SOLE   1,464 0 10,950
ExxonMobil Corp. COMMON STOCKS 30231G102 445 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,936 18,413 SH   SOLE   2,170 0 16,243
Fiserv, Inc. COMMON STOCKS 337738108 2,149 21,189 SH   SOLE   9,665 0 11,524
Five Below, Inc. COMMON STOCKS 33829M101 1,436 9,067 SH   SOLE   1,076 0 7,991
Hershey Foods Corp. COMMON STOCKS 427866108 2,036 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 25,607 131,601 SH   SOLE   80,678 0 50,923
Horizon Therapeutics plc COMMON STOCKS G46188101 2,063 19,609 SH   SOLE   2,329 0 17,280
Integra Lifesciences Holdings COMMON STOCKS 457985208 819 12,743 SH   SOLE   1,501 0 11,242
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 23,998 181,634 SH   SOLE   112,416 0 69,218
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 28,405 216,285 SH   SOLE   216,285 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 24,745 181,520 SH   SOLE   130,369 0 51,151
Johnson & Johnson COMMON STOCKS 478160104 5,240 29,567 SH   SOLE   29,067 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 262 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100 34,576 94,455 SH   SOLE   61,379 0 33,076
Knight Swift Transportation Hl COMMON STOCKS 499049104 1,331 26,384 SH   SOLE   3,117 0 23,267
LGI Homes, Inc. COMMON STOCKS 50187T106 1,075 11,003 SH   SOLE   1,291 0 9,712
LHC Group, Inc. COMMON STOCKS 50187A107 2,597 15,406 SH   SOLE   1,845 0 13,561
Lithia Motors, Inc. COMMON STOCKS 536797103 849 2,829 SH   SOLE   334 0 2,495
Lowe's Companies, Inc. COMMON STOCKS 548661107 30,693 151,803 SH   SOLE   93,060 0 58,743
Lululemon Athletica, Inc. COMMON STOCKS 550021109 665 1,822 SH   SOLE   633 0 1,189
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 997 2,930 SH   SOLE   350 0 2,580
MasTec, Inc. COMMON STOCKS 576323109 2,160 24,804 SH   SOLE   2,930 0 21,874
Mastercard, Inc. COMMON STOCKS 57636Q104 24,888 69,640 SH   SOLE   43,568 0 26,072
McDonald's Corp. COMMON STOCKS 580135101 6,297 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,445 14,319 SH   SOLE   2,831 0 11,488
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,451 14,981 SH   SOLE   1,824 0 13,157
Merck & Co., Inc. COMMON STOCKS 58933y105 14,001 170,636 SH   SOLE   108,691 0 61,945
Meta Platforms, Inc. COMMON STOCKS 30303M102 1,378 6,196 SH   SOLE   3,455 0 2,741
Microsoft Corp. COMMON STOCKS 594918104 71,945 233,353 SH   SOLE   157,917 0 75,436
Moelis & Co. Class A COMMON STOCKS 60786M105 653 13,916 SH   SOLE   1,702 0 12,214
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 2,607 5,368 SH   SOLE   631 0 4,737
Moody's Corp. COMMON STOCKS 615369105 16,645 49,333 SH   SOLE   32,058 0 17,275
NIKE, Inc. Class B COMMON STOCKS 654106103 3,265 24,267 SH   SOLE   16,639 0 7,628
NV5 Global, Inc. COMMON STOCKS 62945V109 2,101 15,760 SH   SOLE   1,856 0 13,904
NVIDIA Corp. COMMON STOCKS 67066G104 839 3,074 SH   SOLE   1,084 0 1,990
Netflix, Inc. COMMON STOCKS 64110L106 1,647 4,398 SH   SOLE   3,147 0 1,251
Norfolk Southern Corporation COMMON STOCKS 655844108 2,614 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 20,575 46,007 SH   SOLE   27,630 0 18,377
NuVasive, Inc. COMMON STOCKS 670704105 534 9,416 SH   SOLE   1,107 0 8,309
O Reilly Automotive COMMON STOCKS 67103H107 411 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 736 17,139 SH   SOLE   2,049 0 15,090
Onto Innovation, Inc. COMMON STOCKS 683344105 1,426 16,408 SH   SOLE   1,936 0 14,472
PTC, Inc. COMMON STOCKS 69370C100 1,086 10,084 SH   SOLE   1,192 0 8,892
Pacira BioSciences, Inc. COMMON STOCKS 695127100 2,350 30,791 SH   SOLE   3,670 0 27,121
PepsiCo, Inc. COMMON STOCKS 713448108 1,582 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101 1,714 15,565 SH   SOLE   1,835 0 13,730
Pfizer, Inc. COMMON STOCKS 717081103 2,211 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 1,060 12,553 SH   SOLE   1,496 0 11,057
Pool Corp. COMMON STOCKS 73278L105 1,978 4,677 SH   SOLE   1,061 0 3,616
Procter & Gamble Co. COMMON STOCKS 742718109 634 4,150 SH   SOLE   4,150 0 0
RH COMMON STOCKS 74967X103 1,839 5,641 SH   SOLE   1,071 0 4,570
Rackspace Technology COMMON STOCKS 750102105 682 61,085 SH   SOLE   7,265 0 53,820
Raytheon Technologies Corp. COMMON STOCKS 75513E101 37,842 381,976 SH   SOLE   236,899 0 145,077
Regions Financial Corp. COMMON STOCKS 7591EP100 14,964 672,229 SH   SOLE   435,924 0 236,305
S&P Global, Inc. COMMON STOCKS 78409V104 9,812 23,921 SH   SOLE   16,096 0 7,825
Sherwin-Williams Co. COMMON STOCKS 824348106 285 1,140 SH   SOLE   1,140 0 0
Skyworks Solutions, Inc. COMMON STOCKS 83088M102 15,288 114,704 SH   SOLE   72,510 0 42,194
Starbucks Corp. COMMON STOCKS 855244109 1,406 15,454 SH   SOLE   8,956 0 6,498
Stryker Corp. COMMON STOCKS 863667101 29,383 109,904 SH   SOLE   66,630 0 43,274
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 734 22,696 SH   SOLE   2,671 0 20,025
Syneos Health Class A COMMON STOCKS 87166B102 2,098 25,920 SH   SOLE   3,076 0 22,844
T Rowe Price Group Inc. COMMON STOCKS 74144t108 327 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 24,725 188,767 SH   SOLE   113,285 0 75,482
Texas Instruments, Inc. COMMON STOCKS 882508104 24,029 130,961 SH   SOLE   80,471 0 50,490
The Home Depot, Inc. COMMON STOCKS 437076102 19,253 64,321 SH   SOLE   41,833 0 22,488
The TJX Companies, Inc. COMMON STOCKS 872540109 1,006 16,611 SH   SOLE   9,596 0 7,015
The Walt Disney Co. COMMON STOCKS 254687106 4,060 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,699 2,877 SH   SOLE   1,534 0 1,343
U.S. Bancorp COMMON STOCKS 902973304 1,170 22,012 SH   SOLE   20,512 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107 1,226 35,137 SH   SOLE   4,182 0 30,955
UnitedHealth Group COMMON STOCKS 91324P102 40,197 78,822 SH   SOLE   48,859 0 29,963
Verint Systems, Inc. COMMON STOCKS 92343X100 1,210 23,402 SH   SOLE   2,783 0 20,619
Visa, Inc. Class A COMMON STOCKS 92826C839 29,959 135,089 SH   SOLE   85,794 0 49,295
ePlus, Inc. COMMON STOCKS 294268107 1,208 21,554 SH   SOLE   2,532 0 19,022
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 504 1,115 SH   SOLE   1,115 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 1,002 12,840 SH   SOLE   12,840 0 0