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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COMMON STOCKS 002824100 15,185 126,707 SH   SOLE   82,971 0 43,736
Abbvie Inc. COMMON STOCKS 00287Y109 1,127 10,413 SH   SOLE   10,413 0 0
Accenture plc COMMON STOCKS G1151C101 15,519 56,179 SH   SOLE   36,168 0 20,011
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 863 10,990 SH   SOLE   5,167 0 5,823
Allegiance Bancshares, Inc. COMMON STOCKS 01748H107 965 23,808 SH   SOLE   2,618 0 21,190
Alphabet, Inc. Class A COMMON STOCKS 02079K305 5,024 2,436 SH   SOLE   1,792 0 644
Alphabet, Inc. Class C COMMON STOCKS 02079K107 4,861 2,350 SH   SOLE   2,290 0 60
Amazon.com, Inc. COMMON STOCKS 023135106 14,409 4,657 SH   SOLE   4,230 0 427
American Express Co. COMMON STOCKS 025816109 29,457 208,268 SH   SOLE   132,481 0 75,787
American Tower Corp. COMMON STOCKS 03027X100 24,019 100,474 SH   SOLE   62,239 0 38,235
Amgen,Inc. COMMON STOCKS 031162100 1,742 7,000 SH   SOLE   7,000 0 0
Analog Devices, Inc. COMMON STOCKS 032654105 24,215 156,142 SH   SOLE   100,183 0 55,959
Apple, Inc. COMMON STOCKS 037833100 61,015 499,505 SH   SOLE   366,406 0 133,099
Bank of America Corp. COMMON STOCKS 060505104 3,515 90,850 SH   SOLE   90,850 0 0
Blackbaud, Inc. COMMON STOCKS 09227Q100 716 10,071 SH   SOLE   1,093 0 8,978
Boeing Co. COMMON STOCKS 097023105 840 3,299 SH   SOLE   992 0 2,307
Brinks Co. COMMON STOCKS 109696104 1,066 13,455 SH   SOLE   1,483 0 11,972
Bristol-Myers Squibb Co. COMMON STOCKS 110122108 2,498 39,576 SH   SOLE   36,929 0 2,647
Broadcom, Inc. COMMON STOCKS 11135F101 31,020 66,903 SH   SOLE   43,737 0 23,166
Brooks Automation, Inc. COMMON STOCKS 114340102 2,445 29,950 SH   SOLE   3,257 0 26,693
CEVA, Inc. COMMON STOCKS 157210105 1,441 25,658 SH   SOLE   2,775 0 22,883
Cambium Networks Corp. COMMON STOCKS G17766109 1,916 41,020 SH   SOLE   4,514 0 36,506
Carrier Global Corp. COMMON STOCKS 14448C104 401 9,488 SH   SOLE   9,488 0 0
Century Communities, Inc. COMMON STOCKS 156504300 1,137 18,848 SH   SOLE   2,075 0 16,773
Ciena Corp. COMMON STOCKS 171779309 1,349 24,657 SH   SOLE   2,682 0 21,975
Cisco Systems, Inc. COMMON STOCKS 17275R102 16,886 326,554 SH   SOLE   206,200 0 120,354
Coca-Cola Co. COMMON STOCKS 191216100 298 5,656 SH   SOLE   5,656 0 0
Cognyte Software Ltd Ord Shs COMMON STOCKS M25133105 558 20,068 SH   SOLE   2,203 0 17,865
Comcast Corp. Class A COMMON STOCKS 20030n101 13,500 249,497 SH   SOLE   153,428 0 96,069
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 890 37,407 SH   SOLE   4,075 0 33,332
CoreSite Realty Corp. COMMON STOCKS 21870Q105 895 7,466 SH   SOLE   806 0 6,660
Corning, Inc. COMMON STOCKS 219350105 3,178 73,052 SH   SOLE   73,052 0 0
Corteva Inc. COMMON STOCKS 22052L047 268 5,750 SH   SOLE   5,750 0 0
Crown Castle International Cor COMMON STOCKS 22822V101 17,076 99,204 SH   SOLE   62,575 0 36,629
Curtiss-Wright Corp. COMMON STOCKS 231561101 742 6,260 SH   SOLE   678 0 5,582
Dycom Industries, Inc. COMMON STOCKS 267475101 984 10,599 SH   SOLE   1,148 0 9,451
EPAM Systems, Inc. COMMON STOCKS 29414B104 1,645 4,146 SH   SOLE   454 0 3,692
Eli Lilly & Co. COMMON STOCKS 532457108 18,727 100,242 SH   SOLE   72,367 0 27,875
Evercore, Inc. COMMON STOCKS 29977A105 964 7,319 SH   SOLE   793 0 6,526
ExxonMobil Corp. COMMON STOCKS 30231G102 301 5,383 SH   SOLE   905 0 4,478
Fabrinet COMMON STOCKS G3323L100 1,430 15,825 SH   SOLE   1,718 0 14,107
Facebook, Inc. Class A COMMON STOCKS 30303M102 2,104 7,143 SH   SOLE   3,507 0 3,636
FedEx Corp. COMMON STOCKS 31428X106 1,006 3,542 SH   SOLE   1,715 0 1,827
Fiserv, Inc. COMMON STOCKS 337738108 2,796 23,488 SH   SOLE   9,838 0 13,650
Five Below, Inc. COMMON STOCKS 33829M101 1,485 7,782 SH   SOLE   849 0 6,933
Hershey Foods Corp. COMMON STOCKS 427866108 1,487 9,400 SH   SOLE   9,400 0 0
Honeywell International, Inc. COMMON STOCKS 438516106 28,032 129,136 SH   SOLE   79,969 0 49,167
Horizon Therapeutics plc COMMON STOCKS G46188101 2,347 25,499 SH   SOLE   2,793 0 22,706
Integra Lifesciences Holdings COMMON STOCKS 457985208 756 10,949 SH   SOLE   1,185 0 9,764
Intel Corp. COMMON STOCKS 458140100 4,356 68,060 SH   SOLE   68,060 0 0
Intercontinental Exchange, Inc COMMON STOCKS 45866F104 20,093 179,914 SH   SOLE   113,130 0 66,784
Intl. Flavors & Fragrances, In COMMON STOCKS 459506101 34,903 250,000 SH   SOLE   250,000 0 0
JPMorgan Chase & Co. COMMON STOCKS 46625H100 38,638 253,816 SH   SOLE   177,392 0 76,424
Johnson & Johnson COMMON STOCKS 478160104 4,928 29,985 SH   SOLE   29,485 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 239 4,000 SH   SOLE   0 0 4,000
KLA Corp. COMMON STOCKS 482480100 31,416 95,085 SH   SOLE   63,100 0 31,985
Knight Swift Transportation Hl COMMON STOCKS 499049104 1,090 22,659 SH   SOLE   2,467 0 20,192
LGI Homes, Inc. COMMON STOCKS 50187T106 1,411 9,449 SH   SOLE   1,021 0 8,428
LHC Group, Inc. COMMON STOCKS 50187A107 1,436 7,509 SH   SOLE   819 0 6,690
Lithia Motors, Inc. COMMON STOCKS 536797103 949 2,432 SH   SOLE   265 0 2,167
Lockheed Martin Corp. COMMON STOCKS 539830109 16,578 44,867 SH   SOLE   27,539 0 17,328
Lowe's Companies, Inc. COMMON STOCKS 548661107 31,666 166,508 SH   SOLE   103,424 0 63,084
Lululemon Athletica, Inc. COMMON STOCKS 550021109 706 2,302 SH   SOLE   659 0 1,643
MarketAxess Holdings, Inc. COMMON STOCKS 57060D108 1,250 2,511 SH   SOLE   277 0 2,234
MasTec, Inc. COMMON STOCKS 576323109 1,996 21,297 SH   SOLE   2,329 0 18,968
Mastercard, Inc. COMMON STOCKS 57636Q104 15,335 43,069 SH   SOLE   27,089 0 15,980
Maxim Integrated Products, Inc COMMON STOCKS 57772k101 2,602 28,481 SH   SOLE   21,590 0 6,891
McDonald's Corp. COMMON STOCKS 580135101 5,708 25,467 SH   SOLE   25,467 0 0
Medifast, Inc. COMMON STOCKS 58470H101 2,820 13,311 SH   SOLE   2,586 0 10,725
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 2,355 14,354 SH   SOLE   1,723 0 12,631
Merck & Co., Inc. COMMON STOCKS 58933y105 13,080 169,668 SH   SOLE   109,914 0 59,754
Microsoft Corp. COMMON STOCKS 594918104 55,609 235,861 SH   SOLE   160,249 0 75,612
Moelis & Co. Class A COMMON STOCKS 60786M105 651 11,854 SH   SOLE   1,344 0 10,510
Monolithic Power Systems, Inc. COMMON STOCKS 609839105 1,627 4,607 SH   SOLE   499 0 4,108
Moody's Corp. COMMON STOCKS 615369105 14,671 49,131 SH   SOLE   32,461 0 16,670
NIKE, Inc. Class B COMMON STOCKS 654106103 3,546 26,684 SH   SOLE   16,848 0 9,836
NV5 Global, Inc. COMMON STOCKS 62945V109 1,306 13,529 SH   SOLE   1,470 0 12,059
NVIDIA Corp. COMMON STOCKS 67066G104 518 970 SH   SOLE   280 0 690
Netflix, Inc. COMMON STOCKS 64110L106 2,578 4,941 SH   SOLE   3,117 0 1,824
Norfolk Southern Corporation COMMON STOCKS 655844108 2,461 9,165 SH   SOLE   9,165 0 0
Northrop Grumman Corp. COMMON STOCKS 666807102 14,472 44,716 SH   SOLE   26,993 0 17,723
NuVasive, Inc. COMMON STOCKS 670704105 530 8,084 SH   SOLE   877 0 7,207
O Reilly Automotive COMMON STOCKS 67103H107 304 600 SH   SOLE   0 0 600
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1,276 14,661 SH   SOLE   1,620 0 13,041
PTC, Inc. COMMON STOCKS 69370C100 1,192 8,658 SH   SOLE   943 0 7,715
Pacira BioSciences, Inc. COMMON STOCKS 695127100 992 14,160 SH   SOLE   1,558 0 12,602
PayPal Holdings Inc. COMMON STOCKS 70450Y103 250 1,028 SH   SOLE   1,028 0 0
PepsiCo, Inc. COMMON STOCKS 713448108 1,337 9,454 SH   SOLE   8,388 0 1,066
Pfizer, Inc. COMMON STOCKS 717081103 1,547 42,711 SH   SOLE   42,481 0 230
Planet Fitness, Inc. Class A COMMON STOCKS 72703H101 831 10,753 SH   SOLE   1,185 0 9,568
Pool Corp. COMMON STOCKS 73278L105 2,116 6,130 SH   SOLE   1,166 0 4,964
Procter & Gamble Co. COMMON STOCKS 742718109 562 4,150 SH   SOLE   4,150 0 0
Qorvo, Inc. COMMON STOCKS 74736K101 632 3,461 SH   SOLE   823 0 2,638
RH COMMON STOCKS 74967X103 2,312 3,875 SH   SOLE   429 0 3,446
Rackspace Technology COMMON STOCKS 750102105 1,244 52,316 SH   SOLE   5,747 0 46,569
Raytheon Technologies Corp. COMMON STOCKS 75513E101 29,034 375,748 SH   SOLE   235,838 0 139,910
Regions Financial Corp. COMMON STOCKS 7591EP100 13,633 659,859 SH   SOLE   433,760 0 226,099
S&P Global, Inc. COMMON STOCKS 78409V104 8,441 23,921 SH   SOLE   16,358 0 7,563
Sherwin-Williams Co. COMMON STOCKS 824348106 280 380 SH   SOLE   380 0 0
Skyworks Solutions, Inc. COMMON STOCKS 83088M102 11,156 60,800 SH   SOLE   40,682 0 20,118
Starbucks Corp. COMMON STOCKS 855244109 1,985 18,169 SH   SOLE   9,163 0 9,006
Stryker Corp. COMMON STOCKS 863667101 26,705 109,635 SH   SOLE   67,419 0 42,216
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 511 19,512 SH   SOLE   2,112 0 17,400
Syneos Health Class A COMMON STOCKS 87166B102 1,685 22,215 SH   SOLE   2,434 0 19,781
T Rowe Price Group Inc. COMMON STOCKS 74144t108 372 2,166 SH   SOLE   2,166 0 0
TE Connectivity Ltd. Regular S COMMON STOCKS H84989104 24,024 186,075 SH   SOLE   113,075 0 73,000
Texas Instruments, Inc. COMMON STOCKS 882508104 24,385 129,029 SH   SOLE   80,661 0 48,368
The Home Depot, Inc. COMMON STOCKS 437076102 19,822 64,936 SH   SOLE   42,280 0 22,656
The TJX Companies, Inc. COMMON STOCKS 872540109 1,309 19,794 SH   SOLE   10,066 0 9,728
The Walt Disney Co. COMMON STOCKS 254687106 5,462 29,599 SH   SOLE   29,599 0 0
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 1,563 3,424 SH   SOLE   1,565 0 1,859
U.S. Bancorp COMMON STOCKS 902973304 2,115 38,232 SH   SOLE   29,605 0 8,627
United Bankshares, Inc. COMMON STOCKS 909907107 1,161 30,106 SH   SOLE   3,315 0 26,791
UnitedHealth Group COMMON STOCKS 91324P102 33,784 90,801 SH   SOLE   56,436 0 34,365
Verint Systems, Inc. COMMON STOCKS 92343X100 912 20,056 SH   SOLE   2,201 0 17,855
Visa, Inc. Class A COMMON STOCKS 92826C839 28,729 135,689 SH   SOLE   86,450 0 49,239
ePlus, Inc. COMMON STOCKS 294268107 922 9,257 SH   SOLE   1,000 0 8,257
iShares Tr Russell Midcap EXCHANGE-TRADED 464287499 949 12,840 SH   SOLE   12,840 0 0