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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
Accenture Plc COM G1151C101 15,640,381 50,123 SH SOLE 50,123 0 0
Advanced Energy Industries COM 007973100 2,692,317 28,248 SH SOLE 28,248 0 0
Advanced Micro Devices COM 007903107 10,511,946 102,316 SH SOLE 102,316 0 0
Akamai Technologies Inc. COM 00971T101 12,291,867 152,694 SH SOLE 152,694 0 0
Alcon Inc COM H01301128 15,275,909 160,918 SH SOLE 160,918 0 0
Alphabet Inc. Class A COM 02079K305 29,377,158 189,971 SH SOLE 189,971 0 0
Alphabet Inc. Class C COM 02079K107 77,738,334 497,589 SH SOLE 497,589 0 0
Amazon.com Inc. COM 023135106 112,387,153 590,703 SH SOLE 590,703 0 0
Amdocs Limited COM G02602103 9,956,298 108,812 SH SOLE 108,812 0 0
Amgen Inc. COM 031162100 38,509,791 123,607 SH SOLE 123,607 0 0
Amphenol Corp. COM 032095101 12,227,550 186,424 SH SOLE 186,424 0 0
Apple Inc. COM 037833100 25,077,144 112,894 SH SOLE 112,894 0 0
Applied Industrial Tech COM 03820C105 6,432,781 28,547 SH SOLE 28,547 0 0
Artisan Partners Asset Mangmnt COM 04316A108 637,721 16,310 SH SOLE 16,310 0 0
Asbury Automotive Group COM 043436104 798,999 3,618 SH SOLE 3,618 0 0
Assurant, Inc. COM 04621X108 6,908,745 32,938 SH SOLE 32,938 0 0
BWX Technologies, Inc. COM 05605H100 295,950 3,000 SH SOLE 3,000 0 0
Bank of New York Mellon Corp. COM 064058100 8,198,980 97,758 SH SOLE 97,758 0 0
Barrett Business Services Inc COM 068463108 1,364,328 33,155 SH SOLE 33,155 0 0
Bio-Rad Laboratories Cl A COM 090572207 1,000,301 4,107 SH SOLE 4,107 0 0
Broadcom Limited COM 11135F101 30,981,582 185,042 SH SOLE 185,042 0 0
CAVA Group Inc COM 148929102 207,470 2,401 SH SOLE 2,401 0 0
CF Industries Holdings, Inc. COM 125269100 403,176 5,159 SH SOLE 5,159 0 0
CNO Financial Group, Inc. COM 12621E103 864,154 20,748 SH SOLE 20,748 0 0
CSG Systems International COM 126349109 604,700 10,000 SH SOLE 10,000 0 0
Cardinal Health Inc. COM 14149Y108 3,401,955 24,693 SH SOLE 24,693 0 0
Carlisle Companies Inc. COM 142339100 478,402 1,405 SH SOLE 1,405 0 0
Cencora, Inc. COM 03073E105 3,462,499 12,451 SH SOLE 12,451 0 0
Charles Schwab Corp COM 808513105 37,970,263 485,057 SH SOLE 485,057 0 0
Check Point Software COM M22465104 13,449,103 59,008 SH SOLE 59,008 0 0
Chubb Limited COM H1467J104 20,726,355 68,633 SH SOLE 68,633 0 0
Cirrus Logic Inc. COM 172755100 4,356,817 43,719 SH SOLE 43,719 0 0
Cisco Systems Inc. COM 17275R102 56,616,710 917,464 SH SOLE 917,464 0 0
Clear Secure, Inc. COM 18467V109 1,717,263 66,278 SH SOLE 66,278 0 0
Cognizant Tech Solutions COM 192446102 9,736,804 127,278 SH SOLE 127,278 0 0
Cohu, Inc. COM 192576106 1,228,491 83,514 SH SOLE 83,514 0 0
Coterra Energy COM 127097103 1,878,500 65,000 SH SOLE 65,000 0 0
CrowdStrike Holdings, Inc. COM 22788C105 2,706,404 7,676 SH SOLE 7,676 0 0
Curtiss-Wright Corp. COM 231561101 454,965 1,434 SH SOLE 1,434 0 0
DaVita HealthCare Partners Inc COM 23918K108 1,211,369 7,919 SH SOLE 7,919 0 0
Diodes Inc. COM 254543101 1,442,526 33,415 SH SOLE 33,415 0 0
ESAB Corp COM 29605J106 2,438,578 20,932 SH SOLE 20,932 0 0
Elevance Health, Inc. COM 036752103 2,102,162 4,833 SH SOLE 4,833 0 0
Energizer Holdings COM 29272W109 554,148 18,521 SH SOLE 18,521 0 0
Ensign Group, Inc. (The) COM 29358P101 1,952,128 15,086 SH SOLE 15,086 0 0
Exelixis Inc. COM 30161Q104 3,195,204 86,544 SH SOLE 86,544 0 0
F5 Networks Inc. COM 315616102 3,517,693 13,211 SH SOLE 13,211 0 0
Flutter Entertainment PLC COM G3643J108 2,740,795 12,371 SH SOLE 12,371 0 0
Fortinet, Inc. COM 34959E109 2,500,835 25,980 SH SOLE 25,980 0 0
Gilead Sciences Inc. COM 375558103 9,224,305 82,323 SH SOLE 82,323 0 0
Global Payments Inc. COM 37940X102 9,948,770 101,601 SH SOLE 101,601 0 0
Halliburton Company COM 406216101 1,226,639 48,350 SH SOLE 48,350 0 0
Hartford Financial Services COM 416515104 774,921 6,263 SH SOLE 6,263 0 0
IBM Corp COM 459200101 1,444,604 5,810 SH SOLE 5,810 0 0
ICF International, Inc. COM 44925C103 736,860 8,672 SH SOLE 8,672 0 0
INSPIRE MEDICAL SYSTEMS, INC. COM 457730109 1,080,715 6,785 SH SOLE 6,785 0 0
Incyte Corp COM 45337C102 1,151,782 19,022 SH SOLE 19,022 0 0
Intuitive Surgical, Inc. COM 46120E602 4,658,014 9,405 SH SOLE 9,405 0 0
JPMorgan Chase & Co COM 46625H100 33,438,135 136,315 SH SOLE 136,315 0 0
Jack Henry & Associates COM 426281101 2,152,124 11,786 SH SOLE 11,786 0 0
Jazz Pharmaceuticals plc COM G50871105 2,743,094 22,095 SH SOLE 22,095 0 0
Johnson & Johnson COM 478160104 1,738,501 10,483 SH SOLE 10,483 0 0
KLA Corporation COM 482480100 60,238,615 88,612 SH SOLE 88,612 0 0
Kadant Inc COM 48282T104 1,358,084 4,031 SH SOLE 4,031 0 0
Kforce Inc. COM 493732101 760,093 15,547 SH SOLE 15,547 0 0
Korn Ferry COM 500643200 829,697 12,232 SH SOLE 12,232 0 0
Kulicke & Soffa Industries COM 501242101 2,876,845 87,230 SH SOLE 87,230 0 0
Laboratory Corp of America COM 504922105 14,793,953 63,564 SH SOLE 63,564 0 0
Lam Research Corporation COM 512807306 1,791,183 24,638 SH SOLE 24,638 0 0
Lockheed Martin Corp. COM 539830109 6,701,097 15,001 SH SOLE 15,001 0 0
Lowes Companies Inc. COM 548661107 24,128,225 103,452 SH SOLE 103,452 0 0
Mastercard Inc. COM 57636Q104 18,024,926 32,885 SH SOLE 32,885 0 0
McKesson Corp COM 58155Q103 12,290,816 18,263 SH SOLE 18,263 0 0
Medpace Holdings, Inc. COM 58506Q109 1,362,269 4,471 SH SOLE 4,471 0 0
Medtronic PLC COM G5960L103 1,452,317 16,162 SH SOLE 16,162 0 0
MercadoLibre, Inc. COM 58733R102 2,341,044 1,200 SH SOLE 1,200 0 0
Merck & Co. Inc. COM 58933Y105 1,541,000 17,168 SH SOLE 17,168 0 0
Meta Platforms, Inc. COM 30303M102 59,951,062 104,017 SH SOLE 104,017 0 0
Microchip Technology Inc COM 595017104 5,971,325 123,349 SH SOLE 123,349 0 0
Microsoft Corporation COM 594918104 53,146,965 141,578 SH SOLE 141,578 0 0
Molina Healthcare, Inc. COM 60855R100 2,030,360 6,164 SH SOLE 6,164 0 0
Murphy USA, Inc. COM 626755102 481,085 1,024 SH SOLE 1,024 0 0
NVIDIA Corp COM 67066G104 35,671,109 329,130 SH SOLE 329,130 0 0
NXP Semiconductors NV COM N6596X109 35,786,270 188,289 SH SOLE 188,289 0 0
National HealthCare Corp COM 635906100 1,109,795 11,959 SH SOLE 11,959 0 0
NetApp, Inc. COM 64110D104 17,225,160 196,097 SH SOLE 196,097 0 0
Nordson Corporation COM 655663102 1,987,749 9,854 SH SOLE 9,854 0 0
Northern Trust Corp. COM 665859104 1,571,593 15,931 SH SOLE 15,931 0 0
Oracle Corporation COM 68389X105 39,319,326 281,234 SH SOLE 281,234 0 0
PayPal Holdings, Inc. COM 70450Y103 1,036,235 15,881 SH SOLE 15,881 0 0
Paychex, Inc. COM 704326107 5,426,799 35,175 SH SOLE 35,175 0 0
Paylocity Holding Corporation COM 70438V106 1,672,946 8,930 SH SOLE 8,930 0 0
Pfizer Inc. COM 717081103 10,330,662 407,682 SH SOLE 407,682 0 0
Pool Corporation COM 73278L105 327,900 1,030 SH SOLE 1,030 0 0
Prestige Cons Healthcare, Inc. COM 74112D101 1,241,407 14,440 SH SOLE 14,440 0 0
Qualcomm Inc. COM 747525103 47,436,846 308,814 SH SOLE 308,814 0 0
Quest Diagnostics Inc COM 74834L100 2,951,186 17,442 SH SOLE 17,442 0 0
Regeneron Pharmaceuticals COM 75886F107 6,235,749 9,832 SH SOLE 9,832 0 0
Republic Services Inc. COM 760759100 562,538 2,323 SH SOLE 2,323 0 0
Revvity, Inc. COM 714046109 1,920,376 18,151 SH SOLE 18,151 0 0
Salesforce, Inc COM 79466L302 4,610,933 17,182 SH SOLE 17,182 0 0
Science App Int'l Corp COM 808625107 2,034,669 18,123 SH SOLE 18,123 0 0
Selective Insurance Group COM 816300107 683,804 7,470 SH SOLE 7,470 0 0
State Street Corp COM 857477103 5,963,727 66,611 SH SOLE 66,611 0 0
Stryker Corp COM 863667101 2,294,549 6,164 SH SOLE 6,164 0 0
Synopsys Inc. COM 871607107 27,521,020 64,174 SH SOLE 64,174 0 0
The Cigna Group COM 125523100 15,291,220 46,478 SH SOLE 46,478 0 0
Thermo Fisher Scientific, Inc. COM 883556102 2,058,571 4,137 SH SOLE 4,137 0 0
Thor Industries Inc. COM 885160101 264,577 3,490 SH SOLE 3,490 0 0
Tower Semiconductor Ltd COM M87915274 707,530 19,841 SH SOLE 19,841 0 0
Transdigm Group, Inc. COM 893641100 438,503 317 SH SOLE 317 0 0
United Therapeutics Corp. COM 91307C102 2,270,409 7,365 SH SOLE 7,365 0 0
V2X, Inc. COM 92242T101 821,931 16,757 SH SOLE 16,757 0 0
VISA Inc. COM 92826C839 51,831,632 147,896 SH SOLE 147,896 0 0
Veeva Systems Inc. COM 922475108 2,367,490 10,221 SH SOLE 10,221 0 0
Vertex Pharmaceuticals COM 92532F100 2,313,076 4,771 SH SOLE 4,771 0 0
Viatris, Inc. COM 92556V106 248,644 28,547 SH SOLE 28,547 0 0
Virtu Financial, Inc. Class A COM 928254101 308,772 8,100 SH SOLE 8,100 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102 9,757,814 86,215 SH SOLE 86,215 0 0
Zscaler, Inc. COM 98980G102 3,456,476 17,420 SH SOLE 17,420 0 0
eBay Inc. COM 278642103 21,739,704 320,976 SH SOLE 320,976 0 0
AllianceBernstein Hldg LTD 01881G106 881,935 23,021 SH SOLE 23,021 0 0
Novartis AG ADR 66987V109 16,989,457 152,399 SH SOLE 152,399 0 0
Silicon Motion Tech ADS ADR 82706C108 1,726,270 34,143 SH SOLE 34,143 0 0
iShares Barclays 1-3 yr Tr Bnd ETF 464287457 2,266,885 27,401 SH SOLE 27,401 0 0