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 13,062 134,996 SH   SOLE   88,011 0 46,985
Abbvie Inc. COMMON STOCKS 00287Y109 1,211 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101 15,805 61,427 SH   SOLE   39,958 0 21,469
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 582 9,189 SH   SOLE   5,068 0 4,121
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 1,239 29,765 SH   SOLE   3,307 0 26,458
Alphabet, Inc. Class A COMMON STOCKS 02079K305 4,354 45,520 SH   SOLE   35,667 0 9,853
Alphabet, Inc. Class C COMMON STOCKS 02079K107 4,515 46,960 SH   SOLE   45,760 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106 10,220 90,441 SH   SOLE   84,430 0 6,011
American Tower Corp. COMMON STOCKS 03027X100 23,764 110,686 SH   SOLE   69,614 0 41,072
Amgen,Inc. COMMON STOCKS 031162100 1,578 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 30,526 219,073 SH   SOLE   144,299 0 74,774
Apple, Inc. COMMON STOCKS 037833100 71,743 519,123 SH   SOLE   382,699 0 136,424
Bank of America Corp. COMMON STOCKS 060505104 2,744 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 553 12,545 SH   SOLE   1,380 0 11,165
Boeing Co. COMMON STOCKS 097023105 301 2,486 SH   SOLE   926 0 1,560
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,334 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101 33,159 74,681 SH   SOLE   49,119 0 25,562
CEVA, Inc. COMMON STOCKS 157210105 838 31,967 SH   SOLE   3,514 0 28,453
Cambium Networks Corp. COMMON STOCKS G17766109 1,227 72,490 SH   SOLE   8,059 0 64,431
Carrier Global Corp. COMMON STOCKS 14448C104 337 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,010 23,601 SH   SOLE   2,623 0 20,978
Ciena Corp. COMMON STOCKS 171779309 1,243 30,756 SH   SOLE   3,386 0 27,370
Cisco Systems, Inc. COMMON STOCKS 17275R102 13,377 334,414 SH   SOLE   214,692 0 119,722
Coca-Cola Co. COMMON STOCKS 191216100 317 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101 15,686 534,800 SH   SOLE   327,045 0 207,755
ConocoPhillips COMMON STOCKS 20825C104 36,489 356,545 SH   SOLE   240,877 0 115,668
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 1,196 46,658 SH   SOLE   5,157 0 41,501
Corning, Inc. COMMON STOCKS 219350105 2,120 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 329 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105 238 505 SH   SOLE   505 0 0
Crown Castle, Inc. COMMON STOCKS 22822V101 15,828 109,497 SH   SOLE   70,094 0 39,403
Curtiss-Wright Corp. COMMON STOCKS 231561101 1,085 7,799 SH   SOLE   858 0 6,941
Dycom Industries, Inc. COMMON STOCKS 267475101 1,262 13,210 SH   SOLE   1,448 0 11,762
EOG Resources, Inc. COMMON STOCKS 26875P101 11,701 104,722 SH   SOLE   68,248 0 36,474
EPAM Systems, Inc. COMMON STOCKS 29414B104 305 843 SH   SOLE   294 0 549
Eli Lilly & Co. COMMON STOCKS 532457108 28,342 87,652 SH   SOLE   64,484 0 23,168
Ensign Group, Inc. COMMON STOCKS 29358P101 788 9,909 SH   SOLE   1,093 0 8,816
Evercore, Inc. COMMON STOCKS 29977A105 749 9,110 SH   SOLE   1,001 0 8,109
ExlService Holdings, Inc. COMMON STOCKS 302081104 1,961 13,307 SH   SOLE   1,463 0 11,844
ExxonMobil Corp. COMMON STOCKS 30231G102 514 5,883 SH   SOLE   1,405 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,881 19,709 SH   SOLE   2,171 0 17,538
Fiserv, Inc. COMMON STOCKS 337738108 1,936 20,686 SH   SOLE   9,526 0 11,160
Five Below, Inc. COMMON STOCKS 33829M101 1,338 9,716 SH   SOLE   1,075 0 8,641
Hershey Foods Corp. COMMON STOCKS 427866108 2,072 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 23,552 141,053 SH   SOLE   88,302 0 52,751
Horizon Therapeutics plc COMMON STOCKS G46188101 1,300 21,010 SH   SOLE   2,328 0 18,682
Humana, Inc. COMMON STOCKS 444859102 485 1,000 SH   SOLE   1,000 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208 578 13,641 SH   SOLE   1,502 0 12,139
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 17,427 192,878 SH   SOLE   121,042 0 71,836
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 19,645 216,285 SH   SOLE   216,285 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 3,703 35,439 SH   SOLE   35,439 0 0
Johnson & Johnson COMMON STOCKS 478160104 4,830 29,567 SH   SOLE   29,067 0 500
KLA Corp. COMMON STOCKS 482480100 30,516 100,836 SH   SOLE   66,532 0 34,304
LGI Homes, Inc. COMMON STOCKS 50187T106 958 11,776 SH   SOLE   1,289 0 10,487
LHC Group, Inc. COMMON STOCKS 50187A107 2,031 12,410 SH   SOLE   1,485 0 10,925
Lithia Motors, Inc. COMMON STOCKS 536797103 651 3,032 SH   SOLE   333 0 2,699
Lowe's Companies, Inc. COMMON STOCKS 548661107 30,692 163,423 SH   SOLE   102,451 0 60,972
Lululemon Athletica, Inc. COMMON STOCKS 550021109 502 1,795 SH   SOLE   633 0 1,162
MP Materials Corp. COMMON STOCKS 553368101 1,365 50,010 SH   SOLE   5,522 0 44,488
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109 1,728 87,252 SH   SOLE   9,636 0 77,616
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 699 3,141 SH   SOLE   350 0 2,791
MasTec, Inc. COMMON STOCKS 576323109 1,687 26,566 SH   SOLE   2,933 0 23,633
Mastercard, Inc. COMMON STOCKS 57636Q104 20,614 72,498 SH   SOLE   45,936 0 26,562
McDonald's Corp. COMMON STOCKS 580135101 5,876 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 1,635 15,093 SH   SOLE   2,830 0 12,263
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,530 16,100 SH   SOLE   1,824 0 14,276
Merck & Co., Inc. COMMON STOCKS 58933y105 23,838 276,801 SH   SOLE   177,067 0 99,734
Meta Platforms, Inc. COMMON STOCKS 30303M102 789 5,817 SH   SOLE   3,339 0 2,478
Microsoft Corp. COMMON STOCKS 594918104 57,457 246,702 SH   SOLE   169,331 0 77,371
Moelis & Co. Class A COMMON STOCKS 60786M105 506 14,970 SH   SOLE   1,702 0 13,268
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 2,087 5,744 SH   SOLE   633 0 5,111
Moody's Corp. COMMON STOCKS 615369105 12,654 52,051 SH   SOLE   34,126 0 17,925
NIKE, Inc. Class B COMMON STOCKS 654106103 1,965 23,640 SH   SOLE   16,554 0 7,086
NV5 Global, Inc. COMMON STOCKS 62945V109 2,089 16,871 SH   SOLE   1,856 0 15,015
NVIDIA Corp. COMMON STOCKS 67066G104 369 3,037 SH   SOLE   1,083 0 1,954
Norfolk Southern Corporation COMMON STOCKS 655844108 1,921 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 23,406 49,766 SH   SOLE   30,695 0 19,071
NuVasive, Inc. COMMON STOCKS 670704105 441 10,076 SH   SOLE   1,107 0 8,969
O Reilly Automotive COMMON STOCKS 67103H107 422 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 948 18,377 SH   SOLE   2,049 0 16,328
Onto Innovation, Inc. COMMON STOCKS 683344105 1,127 17,589 SH   SOLE   1,935 0 15,654
PTC, Inc. COMMON STOCKS 69370C100 1,129 10,796 SH   SOLE   1,191 0 9,605
Pacira BioSciences, Inc. COMMON STOCKS 695127100 1,755 33,002 SH   SOLE   3,670 0 29,332
PepsiCo, Inc. COMMON STOCKS 713448108 1,543 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101 1,083 16,649 SH   SOLE   1,832 0 14,817
Pfizer, Inc. COMMON STOCKS 717081103 1,869 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 776 13,460 SH   SOLE   1,497 0 11,963
Pool Corp. COMMON STOCKS 73278L105 1,536 4,826 SH   SOLE   1,061 0 3,765
Procter & Gamble Co. COMMON STOCKS 742718109 524 4,150 SH   SOLE   4,150 0 0
Raytheon Technologies Corp. COMMON STOCKS 75513E101 33,291 406,685 SH   SOLE   256,829 0 149,856
Regions Financial Corp. COMMON STOCKS 7591EP100 14,306 712,781 SH   SOLE   470,709 0 242,072
S&P Global, Inc. COMMON STOCKS 78409V104 7,675 25,134 SH   SOLE   17,019 0 8,115
Starbucks Corp. COMMON STOCKS 855244109 1,291 15,319 SH   SOLE   8,955 0 6,364
Stryker Corp. COMMON STOCKS 863667101 23,934 118,171 SH   SOLE   73,324 0 44,847
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 822 24,298 SH   SOLE   2,674 0 21,624
Syneos Health Class A COMMON STOCKS 87166B102 1,309 27,771 SH   SOLE   3,078 0 24,693
T Rowe Price Group Inc. COMMON STOCKS 74144t108 227 2,166 SH   SOLE   2,166 0 0
T-Mobile US, Inc. COMMON STOCKS 872590104 494 3,685 SH   SOLE   1,294 0 2,391
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 22,800 206,594 SH   SOLE   128,259 0 78,335
Texas Instruments, Inc. COMMON STOCKS 882508104 21,641 139,818 SH   SOLE   87,442 0 52,376
The Brink's Co. COMMON STOCKS 109696104 816 16,840 SH   SOLE   1,871 0 14,969
The Home Depot, Inc. COMMON STOCKS 437076102 18,806 68,152 SH   SOLE   44,961 0 23,191
The TJX Companies, Inc. COMMON STOCKS 872540109 1,023 16,468 SH   SOLE   9,597 0 6,871
The Walt Disney Co. COMMON STOCKS 254687106 2,622 27,799 SH   SOLE   27,799 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,445 2,849 SH   SOLE   1,534 0 1,315
U.S. Bancorp COMMON STOCKS 902973304 742 18,412 SH   SOLE   16,912 0 1,500
United Bankshares, Inc. COMMON STOCKS 909907107 1,346 37,658 SH   SOLE   4,184 0 33,474
UnitedHealth Group COMMON STOCKS 91324P102 29,997 59,396 SH   SOLE   37,901 0 21,495
Verint Systems, Inc. COMMON STOCKS 92343X100 842 25,078 SH   SOLE   2,783 0 22,295
Visa, Inc. Class A COMMON STOCKS 92826C839 25,498 143,527 SH   SOLE   92,619 0 50,908
ePlus, Inc. COMMON STOCKS 294268107 958 23,062 SH   SOLE   2,529 0 20,533
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 571 1,600 SH   SOLE   1,600 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 798 12,840 SH   SOLE   12,840 0 0