AAON, Inc. COMMON STOCKS 000360206 2022696 21647 SH SOLE 3107 0 18540 APi Group Corp. COMMON STOCKS 00187Y100 2615385 76095 SH SOLE 10893 0 65202 AbbVie, Inc. COMMON STOCKS 00287Y109 37477182 161861 SH SOLE 84655 0 77206 Abbott Laboratories COMMON STOCKS 002824100 32027917 239121 SH SOLE 124542 0 114579 Advanced Micro Devices, Inc. COMMON STOCKS 007903107 1386702 8571 SH SOLE 4695 0 3876 Alphabet, Inc. Class A COMMON STOCKS 02079K305 8634912 35520 SH SOLE 26450 0 9070 Alphabet, Inc. Class C COMMON STOCKS 02079K107 8701554 35728 SH SOLE 34528 0 1200 Amazon.com, Inc. COMMON STOCKS 023135106 18134506 82591 SH SOLE 76902 0 5689 American Superconductor Corp. COMMON STOCKS 030111207 3882027 65365 SH SOLE 9465 0 55900 Amgen,Inc. COMMON STOCKS 031162100 1908236 6762 SH SOLE 6762 0 0 Amphenol Corp. COMMON STOCKS 032095101 50726363 409910 SH SOLE 202350 0 207560 Analog Devices, Inc. COMMON STOCKS 032654105 31320608 127475 SH SOLE 76615 0 50860 Apple, Inc. COMMON STOCKS 037833100 87340489 343009 SH SOLE 210980 0 132029 Arthur J. Gallagher & Co. COMMON STOCKS 363576109 38219438 123392 SH SOLE 64877 0 58515 Bank of America Corp. COMMON STOCKS 060505104 1772117 34350 SH SOLE 34350 0 0 Boot Barn Holdings, Inc. COMMON STOCKS 099406100 2145080 12944 SH SOLE 1859 0 11085 Broadcom, Inc. COMMON STOCKS 11135F101 76924785 233169 SH SOLE 152009 0 81160 Carrier Global Corp. COMMON STOCKS 14448C104 566434 9488 SH SOLE 9488 0 0 Catalyst Pharmaceuticals COMMON STOCKS 14888U101 1859010 94366 SH SOLE 13538 0 80828 Century Communities, Inc. COMMON STOCKS 156504300 1696668 26774 SH SOLE 3832 0 22942 Ciena Corp. COMMON STOCKS 171779309 5038143 34586 SH SOLE 4950 0 29636 Cisco Systems, Inc. COMMON STOCKS 17275R102 1583239 23140 SH SOLE 22740 0 400 Cognizant Technology Solutions COMMON STOCKS 192446102 16261815 242460 SH SOLE 120394 0 122066 ConocoPhillips COMMON STOCKS 20825C104 231840 2451 SH SOLE 691 0 1760 Corcept Therapeutics, Inc. COMMON STOCKS 218352102 2952898 35530 SH SOLE 5130 0 30400 Costco Wholesale Corp. COMMON STOCKS 22160K105 467443 505 SH SOLE 505 0 0 Curtiss-Wright Corp. COMMON STOCKS 231561101 4749096 8747 SH SOLE 1252 0 7495 Deere & Co. COMMON STOCKS 244199105 14067161 30764 SH SOLE 15593 0 15171 Dycom Industries, Inc. COMMON STOCKS 267475101 4322424 14815 SH SOLE 2118 0 12697 EOG Resources, Inc. COMMON STOCKS 26875P101 17103495 152546 SH SOLE 86374 0 66172 Eaton Corp. plc COMMON STOCKS G29183103 46003559 122922 SH SOLE 59931 0 62991 Eli Lilly & Co. COMMON STOCKS 532457108 31606512 41424 SH SOLE 31428 0 9996 Emerson Electric Co. COMMON STOCKS 291011104 32576323 248333 SH SOLE 125515 0 122818 Ensign Group, Inc. COMMON STOCKS 29358P101 3365560 19480 SH SOLE 2789 0 16691 Evercore, Inc. COMMON STOCKS 29977A105 3449772 10227 SH SOLE 1463 0 8764 ExlService Holdings, Inc. COMMON STOCKS 302081104 3500385 79500 SH SOLE 11476 0 68024 ExxonMobil Corp. COMMON STOCKS 30231G102 578746 5133 SH SOLE 905 0 4228 Fabrinet COMMON STOCKS G3323L100 5132756 14077 SH SOLE 2034 0 12043 Fiserv, Inc. COMMON STOCKS 337738108 2446060 18972 SH SOLE 8693 0 10279 Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109 2704633 36878 SH SOLE 5285 0 31593 Honeywell International, Inc. COMMON STOCKS 438516106 17282261 82101 SH SOLE 42428 0 39673 Intercontinental Exchange, Inc COMMON STOCKS 45866F104 36080497 214153 SH SOLE 109949 0 104204 Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 8410733 136671 SH SOLE 136671 0 0 Jacobs Solutions, Inc. COMMON STOCKS 46982L108 38138021 254491 SH SOLE 126797 0 127694 Johnson & Johnson COMMON STOCKS 478160104 4190677 22601 SH SOLE 22101 0 500 Johnson Controls Intl PLC COMMON STOCKS G51502105 395820 3600 SH SOLE 0 0 3600 KLA Corp. COMMON STOCKS 482480100 62863014 58282 SH SOLE 33915 0 24367 Knife River Corp. COMMON STOCKS 498894104 1368209 17799 SH SOLE 2568 0 15231 Lantheus Holdings, Inc. COMMON STOCKS 516544103 1842593 35925 SH SOLE 5150 0 30775 Lithia Motors, Inc. COMMON STOCKS 536797103 1847652 5847 SH SOLE 835 0 5012 Lowe's Companies, Inc. COMMON STOCKS 548661107 36189963 144005 SH SOLE 73208 0 70797 Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109 2359120 98832 SH SOLE 14157 0 84675 MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 618239 3548 SH SOLE 509 0 3039 MasTec, Inc. COMMON STOCKS 576323109 5161494 24254 SH SOLE 3508 0 20746 Mastercard, Inc. COMMON STOCKS 57636Q104 44694833 78576 SH SOLE 41254 0 37322 Matador Resources Co. COMMON STOCKS 576485205 936521 20844 SH SOLE 2975 0 17869 McDonald's Corp. COMMON STOCKS 580135101 7051464 23204 SH SOLE 23204 0 0 Medpace Holdings, Inc. COMMON STOCKS 58506Q109 4826420 9387 SH SOLE 1345 0 8042 Meta Platforms, Inc. COMMON STOCKS 30303M102 3198225 4355 SH SOLE 2461 0 1894 Microsoft Corp. COMMON STOCKS 594918104 94216141 181902 SH SOLE 113361 0 68541 Modine Manufacturing Co. COMMON STOCKS 607828100 4495526 31623 SH SOLE 6944 0 24679 Moelis COMMON STOCKS 60786M105 1223709 17158 SH SOLE 2480 0 14678 Moody's Corp. COMMON STOCKS 615369105 22083895 46348 SH SOLE 25622 0 20726 Motorola Solutions, Inc. COMMON STOCKS 620076307 1042621 2280 SH SOLE 840 0 1440 NIKE, Inc. Class B COMMON STOCKS 654106103 934870 13407 SH SOLE 8105 0 5302 NVIDIA Corp. COMMON STOCKS 67066G104 5101657 27343 SH SOLE 8998 0 18345 Nasdaq, Inc. COMMON STOCKS 631103108 30232564 341804 SH SOLE 167705 0 174099 Norfolk Southern Corporation COMMON STOCKS 655844108 2753258 9165 SH SOLE 9165 0 0 O Reilly Automotive COMMON STOCKS 67103H107 863558 8010 SH SOLE 0 0 8010 Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 2677140 20850 SH SOLE 2993 0 17857 Onto Innovation, Inc. COMMON STOCKS 683344105 2439674 18880 SH SOLE 2717 0 16163 Oracle Corp. COMMON STOCKS 68389x105 2187485 7778 SH SOLE 3148 0 4630 PTC, Inc. COMMON STOCKS 69370C100 2466084 12147 SH SOLE 1735 0 10412 PepsiCo, Inc. COMMON STOCKS 713448108 1327720 9454 SH SOLE 8388 0 1066 Pool Corp. COMMON STOCKS 73278L105 1524924 4918 SH SOLE 1069 0 3849 Primo Brands Corp. COMMON STOCKS 741623102 1241158 56161 SH SOLE 8094 0 48067 Procter & Gamble Co. COMMON STOCKS 742718109 637648 4150 SH SOLE 4150 0 0 RTX Corp. COMMON STOCKS 75513E101 36598387 218720 SH SOLE 115795 0 102925 Rambus, Inc. COMMON STOCKS 750917106 4360874 41851 SH SOLE 6025 0 35826 S&P Global, Inc. COMMON STOCKS 78409V104 11020088 22642 SH SOLE 13171 0 9471 Skyward Specialty Insurance Gr COMMON STOCKS 830940102 1299149 27316 SH SOLE 4142 0 23174 Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102 1885395 17329 SH SOLE 2486 0 14843 Starbucks Corp. COMMON STOCKS 855244109 1121881 13261 SH SOLE 7518 0 5743 Stride, Inc. COMMON STOCKS 86333m108 3615072 24272 SH SOLE 3471 0 20801 Stryker Corp. COMMON STOCKS 863667101 38829058 105037 SH SOLE 53234 0 51803 Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 2186870 45760 SH SOLE 6558 0 39202 T-Mobile US, Inc. COMMON STOCKS 872590104 2158489 9017 SH SOLE 4819 0 4198 TE Connectivity plc COMMON STOCKS G87052109 30959218 141025 SH SOLE 72184 0 68841 Texas Instruments, Inc. COMMON STOCKS 882508104 31914881 173705 SH SOLE 87988 0 85717 The Boeing Co. COMMON STOCKS 097023105 487992 2261 SH SOLE 786 0 1475 The Hershey Co. COMMON STOCKS 427866108 1193192 6379 SH SOLE 6379 0 0 The Home Depot, Inc. COMMON STOCKS 437076102 3397113 8384 SH SOLE 8384 0 0 The TJX Companies, Inc. COMMON STOCKS 872540109 2214208 15319 SH SOLE 8858 0 6461 The Walt Disney Co. COMMON STOCKS 254687106 1782193 15565 SH SOLE 15565 0 0 Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1283848 2647 SH SOLE 1415 0 1232 Trane Technologies plc COMMON STOCKS G8994E103 956161 2266 SH SOLE 833 0 1433 Transmedics Group, Inc. COMMON STOCKS 89377M109 1402276 12498 SH SOLE 1792 0 10706 Upstart Holdings, Inc. COMMON STOCKS 91680M107 1114704 21943 SH SOLE 3172 0 18771 Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100 639940 1634 SH SOLE 545 0 1089 Visa, Inc. Class A COMMON STOCKS 92826C839 43035410 126063 SH SOLE 68542 0 57521 Vital Farms, Inc. COMMON STOCKS 92847w103 2827993 68724 SH SOLE 9862 0 58862 Vulcan Materials Co. COMMON STOCKS 929160109 20070667 65245 SH SOLE 32551 0 32694 WEC Energy Group, Inc. COMMON STOCKS 92939U106 42333286 369433 SH SOLE 182685 0 186748 Zoetis, Inc. COMMON STOCKS 98978V103 14255095 97424 SH SOLE 47699 0 49725 ePlus, Inc. COMMON STOCKS 294268107 2429252 34210 SH SOLE 4908 0 29302