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   2,022,696 21,647 SH   SOLE   3,107 0 18,540
APi Group Corp. COMMON STOCKS 00187Y100   2,615,385 76,095 SH   SOLE   10,893 0 65,202
AbbVie, Inc. COMMON STOCKS 00287Y109   37,477,182 161,861 SH   SOLE   84,655 0 77,206
Abbott Laboratories COMMON STOCKS 002824100   32,027,917 239,121 SH   SOLE   124,542 0 114,579
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   1,386,702 8,571 SH   SOLE   4,695 0 3,876
Alphabet, Inc. Class A COMMON STOCKS 02079K305   8,634,912 35,520 SH   SOLE   26,450 0 9,070
Alphabet, Inc. Class C COMMON STOCKS 02079K107   8,701,554 35,728 SH   SOLE   34,528 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   18,134,506 82,591 SH   SOLE   76,902 0 5,689
American Superconductor Corp. COMMON STOCKS 030111207   3,882,027 65,365 SH   SOLE   9,465 0 55,900
Amgen,Inc. COMMON STOCKS 031162100   1,908,236 6,762 SH   SOLE   6,762 0 0
Amphenol Corp. COMMON STOCKS 032095101   50,726,363 409,910 SH   SOLE   202,350 0 207,560
Analog Devices, Inc. COMMON STOCKS 032654105   31,320,608 127,475 SH   SOLE   76,615 0 50,860
Apple, Inc. COMMON STOCKS 037833100   87,340,489 343,009 SH   SOLE   210,980 0 132,029
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   38,219,438 123,392 SH   SOLE   64,877 0 58,515
Bank of America Corp. COMMON STOCKS 060505104   1,772,117 34,350 SH   SOLE   34,350 0 0
Boot Barn Holdings, Inc. COMMON STOCKS 099406100   2,145,080 12,944 SH   SOLE   1,859 0 11,085
Broadcom, Inc. COMMON STOCKS 11135F101   76,924,785 233,169 SH   SOLE   152,009 0 81,160
Carrier Global Corp. COMMON STOCKS 14448C104   566,434 9,488 SH   SOLE   9,488 0 0
Catalyst Pharmaceuticals COMMON STOCKS 14888U101   1,859,010 94,366 SH   SOLE   13,538 0 80,828
Century Communities, Inc. COMMON STOCKS 156504300   1,696,668 26,774 SH   SOLE   3,832 0 22,942
Ciena Corp. COMMON STOCKS 171779309   5,038,143 34,586 SH   SOLE   4,950 0 29,636
Cisco Systems, Inc. COMMON STOCKS 17275R102   1,583,239 23,140 SH   SOLE   22,740 0 400
Cognizant Technology Solutions COMMON STOCKS 192446102   16,261,815 242,460 SH   SOLE   120,394 0 122,066
ConocoPhillips COMMON STOCKS 20825C104   231,840 2,451 SH   SOLE   691 0 1,760
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   2,952,898 35,530 SH   SOLE   5,130 0 30,400
Costco Wholesale Corp. COMMON STOCKS 22160K105   467,443 505 SH   SOLE   505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101   4,749,096 8,747 SH   SOLE   1,252 0 7,495
Deere & Co. COMMON STOCKS 244199105   14,067,161 30,764 SH   SOLE   15,593 0 15,171
Dycom Industries, Inc. COMMON STOCKS 267475101   4,322,424 14,815 SH   SOLE   2,118 0 12,697
EOG Resources, Inc. COMMON STOCKS 26875P101   17,103,495 152,546 SH   SOLE   86,374 0 66,172
Eaton Corp. plc COMMON STOCKS G29183103   46,003,559 122,922 SH   SOLE   59,931 0 62,991
Eli Lilly & Co. COMMON STOCKS 532457108   31,606,512 41,424 SH   SOLE   31,428 0 9,996
Emerson Electric Co. COMMON STOCKS 291011104   32,576,323 248,333 SH   SOLE   125,515 0 122,818
Ensign Group, Inc. COMMON STOCKS 29358P101   3,365,560 19,480 SH   SOLE   2,789 0 16,691
Evercore, Inc. COMMON STOCKS 29977A105   3,449,772 10,227 SH   SOLE   1,463 0 8,764
ExlService Holdings, Inc. COMMON STOCKS 302081104   3,500,385 79,500 SH   SOLE   11,476 0 68,024
ExxonMobil Corp. COMMON STOCKS 30231G102   578,746 5,133 SH   SOLE   905 0 4,228
Fabrinet COMMON STOCKS G3323L100   5,132,756 14,077 SH   SOLE   2,034 0 12,043
Fiserv, Inc. COMMON STOCKS 337738108   2,446,060 18,972 SH   SOLE   8,693 0 10,279
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   2,704,633 36,878 SH   SOLE   5,285 0 31,593
Honeywell International, Inc. COMMON STOCKS 438516106   17,282,261 82,101 SH   SOLE   42,428 0 39,673
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   36,080,497 214,153 SH   SOLE   109,949 0 104,204
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   8,410,733 136,671 SH   SOLE   136,671 0 0
Jacobs Solutions, Inc. COMMON STOCKS 46982L108   38,138,021 254,491 SH   SOLE   126,797 0 127,694
Johnson & Johnson COMMON STOCKS 478160104   4,190,677 22,601 SH   SOLE   22,101 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   395,820 3,600 SH   SOLE   0 0 3,600
KLA Corp. COMMON STOCKS 482480100   62,863,014 58,282 SH   SOLE   33,915 0 24,367
Knife River Corp. COMMON STOCKS 498894104   1,368,209 17,799 SH   SOLE   2,568 0 15,231
Lantheus Holdings, Inc. COMMON STOCKS 516544103   1,842,593 35,925 SH   SOLE   5,150 0 30,775
Lithia Motors, Inc. COMMON STOCKS 536797103   1,847,652 5,847 SH   SOLE   835 0 5,012
Lowe's Companies, Inc. COMMON STOCKS 548661107   36,189,963 144,005 SH   SOLE   73,208 0 70,797
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,359,120 98,832 SH   SOLE   14,157 0 84,675
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   618,239 3,548 SH   SOLE   509 0 3,039
MasTec, Inc. COMMON STOCKS 576323109   5,161,494 24,254 SH   SOLE   3,508 0 20,746
Mastercard, Inc. COMMON STOCKS 57636Q104   44,694,833 78,576 SH   SOLE   41,254 0 37,322
Matador Resources Co. COMMON STOCKS 576485205   936,521 20,844 SH   SOLE   2,975 0 17,869
McDonald's Corp. COMMON STOCKS 580135101   7,051,464 23,204 SH   SOLE   23,204 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   4,826,420 9,387 SH   SOLE   1,345 0 8,042
Meta Platforms, Inc. COMMON STOCKS 30303M102   3,198,225 4,355 SH   SOLE   2,461 0 1,894
Microsoft Corp. COMMON STOCKS 594918104   94,216,141 181,902 SH   SOLE   113,361 0 68,541
Modine Manufacturing Co. COMMON STOCKS 607828100   4,495,526 31,623 SH   SOLE   6,944 0 24,679
Moelis COMMON STOCKS 60786M105   1,223,709 17,158 SH   SOLE   2,480 0 14,678
Moody's Corp. COMMON STOCKS 615369105   22,083,895 46,348 SH   SOLE   25,622 0 20,726
Motorola Solutions, Inc. COMMON STOCKS 620076307   1,042,621 2,280 SH   SOLE   840 0 1,440
NIKE, Inc. Class B COMMON STOCKS 654106103   934,870 13,407 SH   SOLE   8,105 0 5,302
NVIDIA Corp. COMMON STOCKS 67066G104   5,101,657 27,343 SH   SOLE   8,998 0 18,345
Nasdaq, Inc. COMMON STOCKS 631103108   30,232,564 341,804 SH   SOLE   167,705 0 174,099
Norfolk Southern Corporation COMMON STOCKS 655844108   2,753,258 9,165 SH   SOLE   9,165 0 0
O Reilly Automotive COMMON STOCKS 67103H107   863,558 8,010 SH   SOLE   0 0 8,010
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   2,677,140 20,850 SH   SOLE   2,993 0 17,857
Onto Innovation, Inc. COMMON STOCKS 683344105   2,439,674 18,880 SH   SOLE   2,717 0 16,163
Oracle Corp. COMMON STOCKS 68389x105   2,187,485 7,778 SH   SOLE   3,148 0 4,630
PTC, Inc. COMMON STOCKS 69370C100   2,466,084 12,147 SH   SOLE   1,735 0 10,412
PepsiCo, Inc. COMMON STOCKS 713448108   1,327,720 9,454 SH   SOLE   8,388 0 1,066
Pool Corp. COMMON STOCKS 73278L105   1,524,924 4,918 SH   SOLE   1,069 0 3,849
Primo Brands Corp. COMMON STOCKS 741623102   1,241,158 56,161 SH   SOLE   8,094 0 48,067
Procter & Gamble Co. COMMON STOCKS 742718109   637,648 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   36,598,387 218,720 SH   SOLE   115,795 0 102,925
Rambus, Inc. COMMON STOCKS 750917106   4,360,874 41,851 SH   SOLE   6,025 0 35,826
S&P Global, Inc. COMMON STOCKS 78409V104   11,020,088 22,642 SH   SOLE   13,171 0 9,471
Skyward Specialty Insurance Gr COMMON STOCKS 830940102   1,299,149 27,316 SH   SOLE   4,142 0 23,174
Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102   1,885,395 17,329 SH   SOLE   2,486 0 14,843
Starbucks Corp. COMMON STOCKS 855244109   1,121,881 13,261 SH   SOLE   7,518 0 5,743
Stride, Inc. COMMON STOCKS 86333m108   3,615,072 24,272 SH   SOLE   3,471 0 20,801
Stryker Corp. COMMON STOCKS 863667101   38,829,058 105,037 SH   SOLE   53,234 0 51,803
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   2,186,870 45,760 SH   SOLE   6,558 0 39,202
T-Mobile US, Inc. COMMON STOCKS 872590104   2,158,489 9,017 SH   SOLE   4,819 0 4,198
TE Connectivity plc COMMON STOCKS G87052109   30,959,218 141,025 SH   SOLE   72,184 0 68,841
Texas Instruments, Inc. COMMON STOCKS 882508104   31,914,881 173,705 SH   SOLE   87,988 0 85,717
The Boeing Co. COMMON STOCKS 097023105   487,992 2,261 SH   SOLE   786 0 1,475
The Hershey Co. COMMON STOCKS 427866108   1,193,192 6,379 SH   SOLE   6,379 0 0
The Home Depot, Inc. COMMON STOCKS 437076102   3,397,113 8,384 SH   SOLE   8,384 0 0
The TJX Companies, Inc. COMMON STOCKS 872540109   2,214,208 15,319 SH   SOLE   8,858 0 6,461
The Walt Disney Co. COMMON STOCKS 254687106   1,782,193 15,565 SH   SOLE   15,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,283,848 2,647 SH   SOLE   1,415 0 1,232
Trane Technologies plc COMMON STOCKS G8994E103   956,161 2,266 SH   SOLE   833 0 1,433
Transmedics Group, Inc. COMMON STOCKS 89377M109   1,402,276 12,498 SH   SOLE   1,792 0 10,706
Upstart Holdings, Inc. COMMON STOCKS 91680M107   1,114,704 21,943 SH   SOLE   3,172 0 18,771
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   639,940 1,634 SH   SOLE   545 0 1,089
Visa, Inc. Class A COMMON STOCKS 92826C839   43,035,410 126,063 SH   SOLE   68,542 0 57,521
Vital Farms, Inc. COMMON STOCKS 92847w103   2,827,993 68,724 SH   SOLE   9,862 0 58,862
Vulcan Materials Co. COMMON STOCKS 929160109   20,070,667 65,245 SH   SOLE   32,551 0 32,694
WEC Energy Group, Inc. COMMON STOCKS 92939U106   42,333,286 369,433 SH   SOLE   182,685 0 186,748
Zoetis, Inc. COMMON STOCKS 98978V103   14,255,095 97,424 SH   SOLE   47,699 0 49,725
ePlus, Inc. COMMON STOCKS 294268107   2,429,252 34,210 SH   SOLE   4,908 0 29,302