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
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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
AAON, Inc. COMMON STOCKS 000360206   1,589,239 21,549 SH   SOLE   3,091 0 18,458
APi Group Corp. COMMON STOCKS 00187Y100   2,581,905 50,576 SH   SOLE   7,228 0 43,348
AbbVie, Inc. COMMON STOCKS 00287Y109   29,452,791 158,673 SH   SOLE   85,187 0 73,486
Abbott Laboratories COMMON STOCKS 002824100   31,860,258 234,249 SH   SOLE   125,201 0 109,048
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,211,684 8,539 SH   SOLE   4,662 0 3,877
Alphabet, Inc. Class A COMMON STOCKS 02079K305   6,251,935 35,476 SH   SOLE   26,403 0 9,073
Alphabet, Inc. Class C COMMON STOCKS 02079K107   6,345,063 35,769 SH   SOLE   34,569 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   18,108,451 82,540 SH   SOLE   76,849 0 5,691
American Superconductor Corp. COMMON STOCKS 030111207   2,385,254 65,011 SH   SOLE   9,419 0 55,592
Amgen,Inc. COMMON STOCKS 031162100   1,888,018 6,762 SH   SOLE   6,762 0 0
Amphenol Corp. COMMON STOCKS 032095101   44,390,199 449,521 SH   SOLE   227,005 0 222,516
Analog Devices, Inc. COMMON STOCKS 032654105   29,846,756 125,396 SH   SOLE   76,856 0 48,540
Apple, Inc. COMMON STOCKS 037833100   69,330,090 337,915 SH   SOLE   211,697 0 126,218
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   38,696,106 120,880 SH   SOLE   65,213 0 55,667
Bank of America Corp. COMMON STOCKS 060505104   1,625,442 34,350 SH   SOLE   34,350 0 0
Boot Barn Holdings, Inc. COMMON STOCKS 099406100   1,958,368 12,884 SH   SOLE   1,849 0 11,035
Broadcom, Inc. COMMON STOCKS 11135F101   69,447,028 251,939 SH   SOLE   163,107 0 88,832
Carrier Global Corp. COMMON STOCKS 14448C104   694,427 9,488 SH   SOLE   9,488 0 0
Catalyst Pharmaceuticals COMMON STOCKS 14888U101   2,039,106 93,968 SH   SOLE   13,473 0 80,495
Century Communities, Inc. COMMON STOCKS 156504300   1,501,491 26,660 SH   SOLE   3,813 0 22,847
Ciena Corp. COMMON STOCKS 171779309   2,801,168 34,442 SH   SOLE   4,926 0 29,516
Cisco Systems, Inc. COMMON STOCKS 17275R102   1,605,453 23,140 SH   SOLE   22,740 0 400
Cognizant Technology Solutions COMMON STOCKS 192446102   18,543,621 237,647 SH   SOLE   121,495 0 116,152
ConocoPhillips COMMON STOCKS 20825C104   219,953 2,451 SH   SOLE   691 0 1,760
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   2,595,424 35,360 SH   SOLE   5,104 0 30,256
Costco Wholesale Corp. COMMON STOCKS 22160K105   499,920 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   4,256,248 8,712 SH   SOLE   1,245 0 7,467
Deere & Co. COMMON STOCKS 244199105   15,319,294 30,127 SH   SOLE   15,682 0 14,445
Dycom Industries, Inc. COMMON STOCKS 267475101   3,605,974 14,755 SH   SOLE   2,108 0 12,647
EOG Resources, Inc. COMMON STOCKS 26875P101   17,926,588 149,875 SH   SOLE   86,730 0 63,145
Eaton Corp. plc COMMON STOCKS G29183103   22,407,548 62,768 SH   SOLE   31,880 0 30,888
Eli Lilly & Co. COMMON STOCKS 532457108   31,956,832 40,995 SH   SOLE   31,485 0 9,510
Emerson Electric Co. COMMON STOCKS 291011104   32,437,189 243,285 SH   SOLE   126,360 0 116,925
Ensign Group, Inc. COMMON STOCKS 29358P101   2,992,798 19,401 SH   SOLE   2,777 0 16,624
Evercore, Inc. COMMON STOCKS 29977A105   2,749,410 10,182 SH   SOLE   1,456 0 8,726
ExlService Holdings, Inc. COMMON STOCKS 302081104   3,464,752 79,122 SH   SOLE   11,418 0 67,704
ExxonMobil Corp. COMMON STOCKS 30231G102   553,337 5,133 SH   SOLE   905 0 4,228
Fabrinet COMMON STOCKS G3323L100   4,394,858 14,914 SH   SOLE   2,152 0 12,762
Fiserv, Inc. COMMON STOCKS 337738108   3,264,756 18,936 SH   SOLE   8,655 0 10,281
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,910,435 36,725 SH   SOLE   5,260 0 31,465
Honeywell International, Inc. COMMON STOCKS 438516106   18,727,744 80,418 SH   SOLE   42,681 0 37,737
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   38,488,919 209,783 SH   SOLE   110,594 0 99,189
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   10,052,152 136,671 SH   SOLE   136,671 0 0
Jacobs Solutions, Inc. COMMON STOCKS 46982L108   32,737,097 249,046 SH   SOLE   127,507 0 121,539
Johnson & Johnson COMMON STOCKS 478160104   3,452,303 22,601 SH   SOLE   22,101 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   380,232 3,600 SH   SOLE   0 0 3,600
KLA Corp. COMMON STOCKS 482480100   54,809,475 61,189 SH   SOLE   35,975 0 25,214
Knife River Corp. COMMON STOCKS 498894104   1,445,926 17,711 SH   SOLE   2,553 0 15,158
LGI Homes, Inc. COMMON STOCKS 50187T106   678,879 13,177 SH   SOLE   1,876 0 11,301
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,928,214 35,771 SH   SOLE   5,125 0 30,646
Lithia Motors, Inc. COMMON STOCKS 536797103   1,968,139 5,826 SH   SOLE   831 0 4,995
Lowe's Companies, Inc. COMMON STOCKS 548661107   31,282,413 140,994 SH   SOLE   73,630 0 67,364
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,212,482 98,420 SH   SOLE   14,086 0 84,334
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   789,514 3,535 SH   SOLE   507 0 3,028
MasTec, Inc. COMMON STOCKS 576323109   4,363,178 25,601 SH   SOLE   3,695 0 21,906
Mastercard, Inc. COMMON STOCKS 57636Q104   43,316,040 77,083 SH   SOLE   41,459 0 35,624
Matador Resources Co. COMMON STOCKS 576485205   990,715 20,761 SH   SOLE   2,960 0 17,801
McDonald's Corp. COMMON STOCKS 580135101   6,779,513 23,204 SH   SOLE   23,204 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   2,933,963 9,348 SH   SOLE   1,339 0 8,009
Meta Platforms, Inc. COMMON STOCKS 30303M102   3,206,263 4,344 SH   SOLE   2,449 0 1,895
Microsoft Corp. COMMON STOCKS 594918104   89,412,929 179,757 SH   SOLE   113,674 0 66,083
Modine Manufacturing Co. COMMON STOCKS 607828100   2,500,324 25,384 SH   SOLE   6,004 0 19,380
Moelis COMMON STOCKS 60786M105   1,064,862 17,087 SH   SOLE   2,468 0 14,619
Moody's Corp. COMMON STOCKS 615369105   22,819,837 45,495 SH   SOLE   25,754 0 19,741
Motorola Solutions, Inc. COMMON STOCKS 620076307   953,183 2,267 SH   SOLE   827 0 1,440
NIKE, Inc. Class B COMMON STOCKS 654106103   949,592 13,367 SH   SOLE   8,063 0 5,304
NV5 Global, Inc. COMMON STOCKS 62945V109   1,743,110 75,492 SH   SOLE   10,793 0 64,699
NVIDIA Corp. COMMON STOCKS 67066G104   4,306,807 27,260 SH   SOLE   8,848 0 18,412
Nasdaq, Inc. COMMON STOCKS 631103108   29,890,781 334,274 SH   SOLE   168,612 0 165,662
Norfolk Southern Corporation COMMON STOCKS 655844108   2,345,965 9,165 SH   SOLE   9,165 0 0
O Reilly Automotive COMMON STOCKS 67103H107   721,941 8,010 SH   SOLE   0 0 8,010
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   2,735,753 20,760 SH   SOLE   2,978 0 17,782
Onto Innovation, Inc. COMMON STOCKS 683344105   1,897,484 18,800 SH   SOLE   2,704 0 16,096
Oracle Corp. COMMON STOCKS 68389x105   1,693,071 7,744 SH   SOLE   3,112 0 4,632
PTC, Inc. COMMON STOCKS 69370C100   2,084,969 12,098 SH   SOLE   1,727 0 10,371
PepsiCo, Inc. COMMON STOCKS 713448108   1,248,306 9,454 SH   SOLE   8,388 0 1,066
Pool Corp. COMMON STOCKS 73278L105   1,427,086 4,896 SH   SOLE   1,055 0 3,841
Primo Brands Corp. COMMON STOCKS 741623102   1,655,580 55,894 SH   SOLE   8,054 0 47,840
Procter & Gamble Co. COMMON STOCKS 742718109   661,178 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   31,351,052 214,704 SH   SOLE   116,588 0 98,116
Rambus, Inc. COMMON STOCKS 750917106   2,667,265 41,663 SH   SOLE   5,995 0 35,668
S&P Global, Inc. COMMON STOCKS 78409V104   11,725,348 22,237 SH   SOLE   13,231 0 9,006
Skyward Specialty Insurance Gr COMMON STOCKS 830940102   1,563,277 27,051 SH   SOLE   4,120 0 22,931
Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102   2,840,863 17,255 SH   SOLE   2,474 0 14,781
Starbucks Corp. COMMON STOCKS 855244109   1,216,297 13,274 SH   SOLE   7,476 0 5,798
Stride, Inc. COMMON STOCKS 86333m108   3,509,387 24,171 SH   SOLE   3,454 0 20,717
Stryker Corp. COMMON STOCKS 863667101   40,730,564 102,951 SH   SOLE   53,598 0 49,353
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,436,524 45,575 SH   SOLE   6,527 0 39,048
T-Mobile US, Inc. COMMON STOCKS 872590104   2,141,243 8,987 SH   SOLE   4,787 0 4,200
TE Connectivity plc COMMON STOCKS G87052109   23,288,436 138,071 SH   SOLE   72,571 0 65,500
Texas Instruments, Inc. COMMON STOCKS 882508104   35,291,338 169,980 SH   SOLE   88,448 0 81,532
The Boeing Co. COMMON STOCKS 097023105   471,443 2,250 SH   SOLE   774 0 1,476
The Hershey Co. COMMON STOCKS 427866108   1,058,595 6,379 SH   SOLE   6,379 0 0
The Home Depot, Inc. COMMON STOCKS 437076102   3,073,910 8,384 SH   SOLE   8,384 0 0
The TJX Companies, Inc. COMMON STOCKS 872540109   1,885,569 15,269 SH   SOLE   8,806 0 6,463
The Walt Disney Co. COMMON STOCKS 254687106   1,930,216 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,069,603 2,638 SH   SOLE   1,406 0 1,232
Trane Technologies plc COMMON STOCKS G8994E103   986,360 2,255 SH   SOLE   822 0 1,433
Transmedics Group, Inc. COMMON STOCKS 89377M109   1,667,486 12,443 SH   SOLE   1,782 0 10,661
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   723,895 1,626 SH   SOLE   537 0 1,089
Visa, Inc. Class A COMMON STOCKS 92826C839   43,954,149 123,797 SH   SOLE   68,868 0 54,929
Vital Farms, Inc. COMMON STOCKS 92847w103   2,636,039 68,433 SH   SOLE   9,813 0 58,620
Vulcan Materials Co. COMMON STOCKS 929160109   16,652,053 63,845 SH   SOLE   32,739 0 31,106
WEC Energy Group, Inc. COMMON STOCKS 92939U106   37,657,217 361,394 SH   SOLE   183,680 0 177,714
Zoetis, Inc. COMMON STOCKS 98978V103   14,906,965 95,588 SH   SOLE   48,282 0 47,306
ePlus, Inc. COMMON STOCKS 294268107   2,456,303 34,068 SH   SOLE   4,884 0 29,184