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   1,219,047 47,013 SH   SOLE   4,771 0 42,242
Abbott Laboratories COMMON STOCKS 002824100   13,251,889 136,829 SH   SOLE   87,347 0 49,482
Abbvie Inc. COMMON STOCKS 00287Y109   1,345,416 9,026 SH   SOLE   9,026 0 0
Accenture plc COMMON STOCKS G1151C101   26,485,474 86,241 SH   SOLE   54,076 0 32,165
Advanced Micro Devices, Inc. COMMON STOCKS 007903107   929,596 9,041 SH   SOLE   4,945 0 4,096
Air Products & Chemicals, Inc. COMMON STOCKS 009158106   16,727,118 59,023 SH   SOLE   35,536 0 23,487
Alphabet, Inc. Class A COMMON STOCKS 02079K305   4,797,982 36,665 SH   SOLE   27,138 0 9,527
Alphabet, Inc. Class C COMMON STOCKS 02079K107   4,735,129 35,913 SH   SOLE   34,713 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106   11,134,187 87,588 SH   SOLE   81,613 0 5,975
American Tower Corp. COMMON STOCKS 03027X100   18,235,388 110,887 SH   SOLE   67,828 0 43,059
Amgen,Inc. COMMON STOCKS 031162100   1,881,320 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105   38,886,263 222,093 SH   SOLE   143,615 0 78,478
Apple, Inc. COMMON STOCKS 037833100   68,929,700 402,603 SH   SOLE   280,607 0 121,996
Arthur J. Gallagher & Co. COMMON STOCKS 363576109   19,841,990 87,053 SH   SOLE   52,883 0 34,170
Bank of America Corp. COMMON STOCKS 060505104   2,487,473 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100   923,724 13,136 SH   SOLE   1,316 0 11,820
Boeing Co. COMMON STOCKS 097023105   467,124 2,437 SH   SOLE   886 0 1,551
Bristol-Myers Squibb Co. COMMON STOCKS 110122108   1,905,221 32,826 SH   SOLE   32,486 0 340
Broadcom, Inc. COMMON STOCKS 11135F101   43,797,442 52,731 SH   SOLE   35,127 0 17,604
CEVA, Inc. COMMON STOCKS 157210105   649,041 33,473 SH   SOLE   3,346 0 30,127
Cambium Networks Corp. COMMON STOCKS G17766109   556,296 75,893 SH   SOLE   7,680 0 68,213
Carrier Global Corp. COMMON STOCKS 14448C104   523,738 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300   1,652,338 24,743 SH   SOLE   2,498 0 22,245
Ciena Corp. COMMON STOCKS 171779309   1,521,488 32,194 SH   SOLE   3,223 0 28,971
Cisco Systems, Inc. COMMON STOCKS 17275R102   18,197,384 338,493 SH   SOLE   212,937 0 125,556
Coca-Cola Co. COMMON STOCKS 191216100   316,623 5,656 SH   SOLE   5,656 0 0
Comcast Corp. Class A COMMON STOCKS 20030n101   25,105,308 566,200 SH   SOLE   343,750 0 222,450
ConocoPhillips COMMON STOCKS 20825C104   40,943,447 341,765 SH   SOLE   228,735 0 113,030
Corcept Therapeutics, Inc. COMMON STOCKS 218352102   1,331,627 48,876 SH   SOLE   4,912 0 43,964
Corning, Inc. COMMON STOCKS 219350105   2,225,894 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047   294,170 5,750 SH   SOLE   5,750 0 0
Costco Wholesale Corp. COMMON STOCKS 22160K105   285,305 505 SH   SOLE   505 0 0
Crown Castle, Inc. COMMON STOCKS 22822V101   4,599,316 49,976 SH   SOLE   30,886 0 19,090
Curtiss-Wright Corp. COMMON STOCKS 231561101   1,597,319 8,165 SH   SOLE   817 0 7,348
Deere & Co. COMMON STOCKS 244199105   13,324,156 35,307 SH   SOLE   21,479 0 13,828
Dycom Industries, Inc. COMMON STOCKS 267475101   1,230,603 13,827 SH   SOLE   1,379 0 12,448
EOG Resources, Inc. COMMON STOCKS 26875P101   21,897,663 172,749 SH   SOLE   111,860 0 60,889
EPAM Systems, Inc. COMMON STOCKS 29414B104   210,177 822 SH   SOLE   277 0 545
Eli Lilly & Co. COMMON STOCKS 532457108   34,941,918 65,053 SH   SOLE   49,950 0 15,103
Ensign Group, Inc. COMMON STOCKS 29358P101   1,671,904 17,991 SH   SOLE   1,826 0 16,165
Evercore, Inc. COMMON STOCKS 29977A105   1,314,720 9,535 SH   SOLE   954 0 8,581
ExlService Holdings, Inc. COMMON STOCKS 302081104   1,958,734 69,855 SH   SOLE   7,058 0 62,797
ExxonMobil Corp. COMMON STOCKS 30231G102   691,723 5,883 SH   SOLE   1,405 0 4,478
Fabrinet COMMON STOCKS G3323L100   2,971,001 17,831 SH   SOLE   1,816 0 16,015
Fiserv, Inc. COMMON STOCKS 337738108   2,304,271 20,399 SH   SOLE   9,271 0 11,128
Five Below, Inc. COMMON STOCKS 33829M101   1,636,836 10,173 SH   SOLE   1,024 0 9,149
Genuine Parts Co. COMMON STOCKS 372460105   12,620,400 87,411 SH   SOLE   52,591 0 34,820
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109   1,301,130 34,061 SH   SOLE   3,455 0 30,606
Hershey Foods Corp. COMMON STOCKS 427866108   14,150,058 70,722 SH   SOLE   46,301 0 24,421
Honeywell International, Inc. COMMON STOCKS 438516106   26,485,989 143,369 SH   SOLE   87,699 0 55,670
Humana, Inc. COMMON STOCKS 444859102   486,520 1,000 SH   SOLE   1,000 0 0
Integra Lifesciences Holdings COMMON STOCKS 457985208   544,933 14,269 SH   SOLE   1,432 0 12,837
Intercontinental Exchange, Inc COMMON STOCKS 45866F104   21,513,000 195,537 SH   SOLE   119,850 0 75,687
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101   10,602,889 155,536 SH   SOLE   155,536 0 0
Johnson & Johnson COMMON STOCKS 478160104   4,543,228 29,170 SH   SOLE   28,670 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105   212,840 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100   41,352,327 90,159 SH   SOLE   58,879 0 31,280
LGI Homes, Inc. COMMON STOCKS 50187T106   1,226,612 12,329 SH   SOLE   1,228 0 11,101
Lantheus Holdings, Inc. COMMON STOCKS 516544103   2,306,180 33,192 SH   SOLE   3,367 0 29,825
Lithia Motors, Inc. COMMON STOCKS 536797103   1,599,803 5,417 SH   SOLE   549 0 4,868
Lowe's Companies, Inc. COMMON STOCKS 548661107   34,506,859 166,026 SH   SOLE   101,773 0 64,253
Lululemon Athletica, Inc. COMMON STOCKS 550021109   676,746 1,755 SH   SOLE   599 0 1,156
MP Materials Corp. COMMON STOCKS 553368101   1,001,356 52,427 SH   SOLE   5,298 0 47,129
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109   2,095,578 91,470 SH   SOLE   9,247 0 82,223
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108   703,953 3,295 SH   SOLE   333 0 2,962
MasTec, Inc. COMMON STOCKS 576323109   2,002,061 27,818 SH   SOLE   2,794 0 25,024
Mastercard, Inc. COMMON STOCKS 57636Q104   29,070,484 73,427 SH   SOLE   45,597 0 27,830
McDonald's Corp. COMMON STOCKS 580135101   6,709,026 25,467 SH   SOLE   25,467 0 0
Medpace Holdings, Inc. COMMON STOCKS 58506Q109   2,675,294 11,049 SH   SOLE   1,118 0 9,931
Merck & Co., Inc. COMMON STOCKS 58933y105   28,921,949 280,932 SH   SOLE   176,012 0 104,920
Meta Platforms, Inc. COMMON STOCKS 30303M102   1,704,893 5,679 SH   SOLE   3,215 0 2,464
Microsoft Corp. COMMON STOCKS 594918104   68,078,226 215,608 SH   SOLE   149,351 0 66,257
Moelis & Co. Class A COMMON STOCKS 60786M105   710,482 15,743 SH   SOLE   1,622 0 14,121
Monolithic Power Systems, Inc. COMMON STOCKS 609839105   2,777,082 6,011 SH   SOLE   603 0 5,408
Moody's Corp. COMMON STOCKS 615369105   16,695,673 52,806 SH   SOLE   33,918 0 18,888
NIKE, Inc. Class B COMMON STOCKS 654106103   1,921,006 20,090 SH   SOLE   13,038 0 7,052
NV5 Global, Inc. COMMON STOCKS 62945V109   1,699,326 17,659 SH   SOLE   1,769 0 15,890
NVIDIA Corp. COMMON STOCKS 67066G104   1,293,225 2,973 SH   SOLE   1,027 0 1,946
Norfolk Southern Corporation COMMON STOCKS 655844108   1,804,863 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102   22,472,622 51,052 SH   SOLE   30,946 0 20,106
O Reilly Automotive COMMON STOCKS 67103H107   545,316 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109   1,485,098 19,242 SH   SOLE   1,952 0 17,290
Onto Innovation, Inc. COMMON STOCKS 683344105   2,354,019 18,460 SH   SOLE   1,868 0 16,592
PTC, Inc. COMMON STOCKS 69370C100   1,601,692 11,305 SH   SOLE   1,134 0 10,171
Pacira BioSciences, Inc. COMMON STOCKS 695127100   1,061,068 34,585 SH   SOLE   3,496 0 31,089
PepsiCo, Inc. COMMON STOCKS 713448108   1,601,886 9,454 SH   SOLE   8,388 0 1,066
Perficient, Inc. COMMON STOCKS 71375U101   1,007,343 17,410 SH   SOLE   1,749 0 15,661
Pfizer, Inc. COMMON STOCKS 717081103   708,876 21,371 SH   SOLE   21,141 0 230
Pool Corp. COMMON STOCKS 73278L105   1,745,958 4,903 SH   SOLE   1,005 0 3,898
Procter & Gamble Co. COMMON STOCKS 742718109   605,319 4,150 SH   SOLE   4,150 0 0
RTX Corp. COMMON STOCKS 75513E101   18,170,397 252,472 SH   SOLE   158,507 0 93,965
S&P Global, Inc. COMMON STOCKS 78409V104   9,297,492 25,444 SH   SOLE   16,899 0 8,545
Starbucks Corp. COMMON STOCKS 855244109   1,367,133 14,979 SH   SOLE   8,656 0 6,323
Stryker Corp. COMMON STOCKS 863667101   32,859,917 120,247 SH   SOLE   72,979 0 47,268
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108   1,167,727 42,355 SH   SOLE   4,309 0 38,046
T-Mobile US, Inc. COMMON STOCKS 872590104   749,968 5,355 SH   SOLE   1,814 0 3,541
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104   25,964,400 210,187 SH   SOLE   127,586 0 82,601
Texas Instruments, Inc. COMMON STOCKS 882508104   22,553,518 141,837 SH   SOLE   86,713 0 55,124
The Brink's Co. COMMON STOCKS 109696104   1,281,951 17,648 SH   SOLE   1,781 0 15,867
The Home Depot, Inc. COMMON STOCKS 437076102   20,737,747 68,632 SH   SOLE   44,574 0 24,058
The TJX Companies, Inc. COMMON STOCKS 872540109   1,439,945 16,201 SH   SOLE   9,372 0 6,829
The Walt Disney Co. COMMON STOCKS 254687106   1,423,643 17,565 SH   SOLE   17,565 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102   1,415,251 2,796 SH   SOLE   1,493 0 1,303
UnitedHealth Group COMMON STOCKS 91324P102   30,326,524 60,149 SH   SOLE   37,617 0 22,532
Verint Systems, Inc. COMMON STOCKS 92343X100   604,177 26,280 SH   SOLE   2,651 0 23,629
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100   628,366 1,807 SH   SOLE   617 0 1,190
Visa, Inc. Class A COMMON STOCKS 92826C839   33,200,563 144,344 SH   SOLE   91,307 0 53,037
Zoetis, Inc. COMMON STOCKS 98978V103   10,526,660 60,505 SH   SOLE   36,734 0 23,771
ePlus, Inc. COMMON STOCKS 294268107   1,533,373 24,140 SH   SOLE   2,410 0 21,730
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499   889,170 12,840 SH   SOLE   12,840 0 0