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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APi Group Corp. COMMON STOCKS 00187Y100   1,632,843 47,192 SH   SOLE   4,698 0 42,494
Abbott Laboratories COMMON STOCKS 002824100   14,831,492 134,746 SH   SOLE   84,273 0 50,473
Abbvie Inc. COMMON STOCKS 00287Y109   1,398,759 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101   29,813,665 84,961 SH   SOLE   52,146 0 32,815
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,338,483 9,080 SH   SOLE   4,863 0 4,217
Air Products & Chemicals, Inc. COMMON STOCKS 009158106   15,655,884 57,180 SH   SOLE   33,224 0 23,956
Alphabet, Inc. Class A COMMON STOCKS 02079K305   5,074,658 36,328 SH   SOLE   26,801 0 9,527
Alphabet, Inc. Class C COMMON STOCKS 02079K107   5,051,354 35,843 SH   SOLE   34,643 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   13,260,867 87,277 SH   SOLE   81,302 0 5,975
American Tower Corp. COMMON STOCKS 03027X100   23,349,823 108,161 SH   SOLE   64,231 0 43,930
Amgen,Inc. COMMON STOCKS 031162100   2,016,140 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   43,479,080 218,972 SH   SOLE   138,985 0 79,987
Apple, Inc. COMMON STOCKS 037833100   76,523,404 397,462 SH   SOLE   273,096 0 124,366
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   24,060,136 106,991 SH   SOLE   61,952 0 45,039
Bank of America Corp. COMMON STOCKS 060505104   2,840,065 84,350 SH   SOLE   84,350 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   1,143,573 13,190 SH   SOLE   1,301 0 11,889
Boeing Co. COMMON STOCKS 097023105   639,920 2,455 SH   SOLE   854 0 1,601
Bristol-Myers Squibb Co. COMMON STOCKS 110122108   921,374 17,957 SH   SOLE   17,617 0 340
Broadcom, Inc. COMMON STOCKS 11135F101   56,571,722 50,680 SH   SOLE   33,436 0 17,244
CEVA, Inc. COMMON STOCKS 157210105   748,703 32,968 SH   SOLE   2,788 0 30,180
Carrier Global Corp. COMMON STOCKS 14448C104   545,086 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300   2,264,829 24,850 SH   SOLE   2,469 0 22,381
Ciena Corp. COMMON STOCKS 171779309   1,440,590 32,006 SH   SOLE   2,863 0 29,143
Cisco Systems, Inc. COMMON STOCKS 17275R102   16,846,601 333,464 SH   SOLE   205,582 0 127,882
Coca-Cola Co. COMMON STOCKS 191216100   333,308 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101   24,354,465 555,404 SH   SOLE   328,495 0 226,909
ConocoPhillips COMMON STOCKS 20825C104   39,125,456 337,085 SH   SOLE   221,838 0 115,247
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   1,594,346 49,087 SH   SOLE   4,858 0 44,229
Corning, Inc. COMMON STOCKS 219350105   1,571,951 51,624 SH   SOLE   51,624 0 0
Corteva Inc. COMMON STOCKS 22052L047   275,540 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105   333,340 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   1,825,987 8,196 SH   SOLE   808 0 7,388
Deere & Co. COMMON STOCKS 244199105   13,511,207 33,789 SH   SOLE   19,679 0 14,110
Dycom Industries, Inc. COMMON STOCKS 267475101   1,597,794 13,883 SH   SOLE   1,364 0 12,519
EOG Resources, Inc. COMMON STOCKS 26875P101   19,445,132 160,770 SH   SOLE   98,732 0 62,038
EPAM Systems, Inc. COMMON STOCKS 29414B104   238,467 802 SH   SOLE   257 0 545
Eli Lilly & Co. COMMON STOCKS 532457108   37,557,536 64,430 SH   SOLE   49,017 0 15,413
Ensign Group, Inc. COMMON STOCKS 29358P101   2,027,410 18,068 SH   SOLE   1,804 0 16,264
Evercore, Inc. COMMON STOCKS 29977A105   1,637,846 9,575 SH   SOLE   944 0 8,631
ExlService Holdings, Inc. COMMON STOCKS 302081104   2,164,097 70,149 SH   SOLE   6,974 0 63,175
ExxonMobil Corp. COMMON STOCKS 30231G102   538,192 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100   3,405,955 17,895 SH   SOLE   1,788 0 16,107
Fiserv, Inc. COMMON STOCKS 337738108   2,690,409 20,253 SH   SOLE   8,968 0 11,285
Five Below, Inc. COMMON STOCKS 33829M101   2,177,003 10,213 SH   SOLE   1,011 0 9,202
Genuine Parts Co. COMMON STOCKS 372460105   11,541,482 83,332 SH   SOLE   47,808 0 35,524
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,240,156 33,554 SH   SOLE   2,885 0 30,669
Hershey Foods Corp. COMMON STOCKS 427866108   12,401,057 66,515 SH   SOLE   41,714 0 24,801
Honeywell International, Inc. COMMON STOCKS 438516106   29,287,889 139,659 SH   SOLE   82,861 0 56,798
Humana, Inc. COMMON STOCKS 444859102   228,905 500 SH   SOLE   500 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208   612,357 14,061 SH   SOLE   1,192 0 12,869
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   25,026,663 194,866 SH   SOLE   117,642 0 77,224
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   12,593,750 155,536 SH   SOLE   155,536 0 0
Johnson & Johnson COMMON STOCKS 478160104   4,572,106 29,170 SH   SOLE   28,670 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   230,560 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   51,672,338 88,891 SH   SOLE   56,982 0 31,909
LGI Homes, Inc. COMMON STOCKS 50187T106   1,644,526 12,350 SH   SOLE   1,184 0 11,166
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,066,584 33,332 SH   SOLE   3,326 0 30,006
Lithia Motors, Inc. COMMON STOCKS 536797103   1,790,295 5,437 SH   SOLE   540 0 4,897
Lowe's Companies, Inc. COMMON STOCKS 548661107   36,360,903 163,383 SH   SOLE   97,823 0 65,560
Lululemon Athletica, Inc. COMMON STOCKS 550021109   901,916 1,764 SH   SOLE   575 0 1,189
MP Materials Corp. COMMON STOCKS 553368101   1,024,955 51,635 SH   SOLE   4,414 0 47,221
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   1,917,974 90,088 SH   SOLE   7,703 0 82,385
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   959,096 3,275 SH   SOLE   295 0 2,980
MasTec, Inc. COMMON STOCKS 576323109   2,110,241 27,869 SH   SOLE   2,696 0 25,173
Mastercard, Inc. COMMON STOCKS 57636Q104   30,850,748 72,333 SH   SOLE   43,986 0 28,347
Matador Resources Co. COMMON STOCKS 576485205   1,092,508 19,214 SH   SOLE   1,771 0 17,443
McDonald's Corp. COMMON STOCKS 580135101   7,551,220 25,467 SH   SOLE   25,467 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   3,400,950 11,095 SH   SOLE   1,104 0 9,991
Merck & Co., Inc. COMMON STOCKS 58933y105   30,155,586 276,606 SH   SOLE   169,586 0 107,020
Meta Platforms, Inc. COMMON STOCKS 30303M102   1,965,894 5,554 SH   SOLE   3,090 0 2,464
Microsoft Corp. COMMON STOCKS 594918104   79,711,455 211,976 SH   SOLE   144,575 0 67,401
Moelis & Co. Class A COMMON STOCKS 60786M105   888,370 15,827 SH   SOLE   1,604 0 14,223
Monolithic Power Systems, Inc. COMMON STOCKS 609839105   3,310,333 5,248 SH   SOLE   524 0 4,724
Moody's Corp. COMMON STOCKS 615369105   20,326,695 52,045 SH   SOLE   32,775 0 19,270
NIKE, Inc. Class B COMMON STOCKS 654106103   1,823,867 16,799 SH   SOLE   9,747 0 7,052
NV5 Global, Inc. COMMON STOCKS 62945V109   1,970,158 17,730 SH   SOLE   1,748 0 15,982
NVIDIA Corp. COMMON STOCKS 67066G104   1,481,203 2,991 SH   SOLE   988 0 2,003
Norfolk Southern Corporation COMMON STOCKS 655844108   2,166,423 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102   23,493,183 50,184 SH   SOLE   29,668 0 20,516
O Reilly Automotive COMMON STOCKS 67103H107   570,048 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   1,455,191 19,175 SH   SOLE   1,779 0 17,396
Onto Innovation, Inc. COMMON STOCKS 683344105   2,834,460 18,538 SH   SOLE   1,847 0 16,691
PTC, Inc. COMMON STOCKS 69370C100   1,986,146 11,352 SH   SOLE   1,121 0 10,231
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,149,286 34,063 SH   SOLE   2,911 0 31,152
PepsiCo, Inc. COMMON STOCKS 713448108   1,605,667 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,134,342 17,234 SH   SOLE   1,548 0 15,686
Pfizer, Inc. COMMON STOCKS 717081103   615,271 21,371 SH   SOLE   21,141 0 230
Pool Corp. COMMON STOCKS 73278L105   1,945,306 4,879 SH   SOLE   966 0 3,913
Procter & Gamble Co. COMMON STOCKS 742718109   608,141 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   20,655,597 245,491 SH   SOLE   149,688 0 95,803
S&P Global, Inc. COMMON STOCKS 78409V104   11,066,303 25,121 SH   SOLE   16,399 0 8,722
Starbucks Corp. COMMON STOCKS 855244109   1,405,298 14,637 SH   SOLE   8,314 0 6,323
Stryker Corp. COMMON STOCKS 863667101   35,658,220 119,075 SH   SOLE   70,835 0 48,240
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,226,506 42,381 SH   SOLE   4,106 0 38,275
T-Mobile US, Inc. COMMON STOCKS 872590104   847,184 5,284 SH   SOLE   1,743 0 3,541
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   29,093,757 207,073 SH   SOLE   122,825 0 84,248
Texas Instruments, Inc. COMMON STOCKS 882508104   23,783,790 139,527 SH   SOLE   83,297 0 56,230
The Brink's Co. COMMON STOCKS 109696104   1,559,002 17,726 SH   SOLE   1,761 0 15,965
The Home Depot, Inc. COMMON STOCKS 437076102   23,451,966 67,673 SH   SOLE   43,178 0 24,495
The TJX Companies, Inc. COMMON STOCKS 872540109   1,525,726 16,264 SH   SOLE   9,235 0 7,029
The Walt Disney Co. COMMON STOCKS 254687106   1,405,364 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,490,989 2,809 SH   SOLE   1,468 0 1,341
UnitedHealth Group COMMON STOCKS 91324P102   31,844,591 60,487 SH   SOLE   37,514 0 22,973
Verint Systems, Inc. COMMON STOCKS 92343X100   702,753 25,999 SH   SOLE   2,280 0 23,719
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   725,078 1,782 SH   SOLE   592 0 1,190
Visa, Inc. Class A COMMON STOCKS 92826C839   36,887,169 141,683 SH   SOLE   87,658 0 54,025
Zoetis, Inc. COMMON STOCKS 98978V103   11,645,027 59,001 SH   SOLE   34,734 0 24,267
ePlus, Inc. COMMON STOCKS 294268107   1,934,763 24,233 SH   SOLE   2,380 0 21,853
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103   342,223 720 SH   SOLE   720 0 0
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   998,053 12,840 SH   SOLE   12,840 0 0