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
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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 COM 002824100 315,060 2,352 SH SOLE 2,027 0 325
AbbVie Inc. COM 00287Y109 903,220 3,901 SH SOLE 3,814 0 87
Acadia Healthcare Company, Inc. COM 00404A109 3,314,374 133,860 SH SOLE 133,860 0 0
Accenture PLC COM G1151C101 14,564,584 59,062 SH SOLE 57,575 887 600
ACI Worldwide Inc COM 004498101 70,615,706 1,338,179 SH SOLE 1,278,035 59,056 1,088
Acm Research Inc COM 00108J109 11,031,647 281,923 SH SOLE 281,923 0 0
ACV Auctions Inc COM 00091G104 3,766,177 380,038 SH SOLE 380,038 0 0
Adobe Inc COM 00724F101 2,724,288 7,723 SH SOLE 5,407 1,115 1,201
AeroVironment, Inc. COM 008073108 109,266,515 346,999 SH SOLE 332,152 14,269 578
Air Products & Chemicals, Inc. COM 009158106 1,737,859 6,372 SH SOLE 5,630 742 0
Alkami Technology Inc. COM 01644J108 7,846,906 315,898 SH SOLE 315,898 0 0
Alnylam Pharmaceuticals Inc. COM 02043Q107 54,172,800 118,800 SH SOLE 99,552 9,880 9,368
Alphabet Inc. COM 02079K305 263,541,819 1,084,088 SH SOLE 871,049 140,275 72,764
Alphabet Inc. COM 02079K107 18,028,736 74,025 SH SOLE 64,391 2,854 6,780
Alphatec Holdings Inc. COM 02081G201 5,588,216 384,334 SH SOLE 384,334 0 0
ALPS ETF Trust ALERIAN MLP COM 00162Q452 3,487,027 74,303 SH SOLE 74,303 0 0
Amalgamated Financial Corp. COM 022671101 4,305,272 158,574 SH SOLE 158,574 0 0
Amazon.com, Inc. COM 023135106 202,934,535 924,236 SH SOLE 741,326 125,957 56,953
Ameris Bancorp COM 03076K108 71,087,227 969,680 SH SOLE 926,171 42,674 835
Ametek, Inc. COM 031100100 14,541,946 77,350 SH SOLE 18,685 18,880 39,785
Amgen Inc. COM 031162100 16,445,346 58,276 SH SOLE 58,066 0 210
Amphenol Corporation COM 032095101 119,811,398 968,173 SH SOLE 689,875 159,124 119,174
Analog Devices Inc. COM 032654105 20,601,549 83,848 SH SOLE 83,573 0 275
Apple Hospitality Reit Inc COM 03784Y200 5,583,996 464,946 SH SOLE 464,946 0 0
Apple Inc. COM 037833100 360,171,101 1,414,488 SH SOLE 1,195,479 145,692 73,317
Aptargroup Inc. COM 038336103 223,735 1,674 SH SOLE 3 1,671 0
Arcellx Inc COM 03940C100 2,077,294 25,302 SH SOLE 25,302 0 0
Arista Networks Inc COM 040413205 261,942,290 1,797,696 SH SOLE 1,360,808 283,834 153,054
Asbury Automotive Group, Inc. COM 043436104 525,079 2,148 SH SOLE 654 1,494 0
Asgn Incorporated COM 00191U102 4,065,140 85,853 SH SOLE 85,853 0 0
ASML Holding N.V. COM N07059210 12,731,486 13,151 SH SOLE 3,570 3,131 6,450
Atlantic Union Bankshares Corp COM 04911A107 66,245,962 1,877,188 SH SOLE 1,804,763 70,960 1,465
Autodesk Inc COM 052769106 2,087,410 6,571 SH SOLE 6,571 0 0
Automatic Data Processing, Inc. COM 053015103 1,043,393 3,555 SH SOLE 2,955 0 600
Avery Dennison Corporation COM 053611109 13,830,321 85,283 SH SOLE 83,760 1,302 221
Avista Corporation COM 05379B107 3,236,135 85,589 SH SOLE 85,589 0 0
Badger Meter Inc COM 056525108 15,754,708 88,222 SH SOLE 87,977 0 245
Baker Hughes Company COM 05722G100 3,556,196 72,993 SH SOLE 70,339 1,829 825
Balchem Corp COM 057665200 55,845,079 372,152 SH SOLE 355,002 16,836 314
Bancorp Inc COM 05969A105 16,263,861 217,170 SH SOLE 217,170 0 0
Bank of Hawaii Corp. COM 062540109 7,812,109 119,014 SH SOLE 119,014 0 0
Bank OZK COM 06417N103 4,444,146 87,174 SH SOLE 87,174 0 0
BankUnited Inc. COM 06652K103 7,392,189 193,716 SH SOLE 193,716 0 0
Beacon Financial Corp. COM 084680107 2,681,912 113,113 SH SOLE 113,113 0 0
Becton, Dickinson and Company COM 075887109 362,788 1,938 SH SOLE 1,938 0 0
Berkshire Hathaway Inc. COM 084670702 628,425 1,250 SH SOLE 1,250 0 0
BJ Wholesale Club Holdings Inc COM 05550J101 28,192,223 302,329 SH SOLE 301,503 0 826
Black Hills Corporation COM 092113109 5,751,537 93,384 SH SOLE 93,384 0 0
Blue Bird Corp. COM 095306106 6,274,907 109,034 SH SOLE 109,034 0 0
Booking Holdings Inc COM 09857L108 17,305,254 3,205 SH SOLE 831 882 1,492
Boot Barn Holdings Inc COM 099406100 92,813,640 560,063 SH SOLE 539,042 20,399 622
Booz Allen Hamilton Holding Corp. COM 099502106 55,216,133 552,438 SH SOLE 478,153 41,333 32,952
Boston Scientific Corporation COM 101137107 164,416,466 1,684,077 SH SOLE 1,310,790 251,202 122,085
Box Inc. COM 10316T104 62,594,571 1,939,714 SH SOLE 1,854,641 83,354 1,719
Brandywine Realty Trust COM 105368203 3,469,108 831,920 SH SOLE 831,920 0 0
Broadcom Inc COM 11135F101 243,396,051 737,765 SH SOLE 621,317 95,937 20,511
Broadridge Financial Solutions Inc. COM 11133T103 19,228,415 80,734 SH SOLE 80,459 0 275
Brown & Brown Inc COM 115236101 62,808,085 669,667 SH SOLE 585,010 45,379 39,278
BWX Technologies Inc. COM 05605H100 6,196,860 33,611 SH SOLE 6,798 10,438 16,375
Cadence Design Systems, Inc. COM 127387108 11,660,778 33,197 SH SOLE 6,735 8,897 17,565
Cal-Maine Foods Inc. COM 128030202 8,162,603 86,744 SH SOLE 86,744 0 0
Calix Inc. COM 13100M509 89,796,707 1,463,202 SH SOLE 1,390,025 71,797 1,380
Cameco Corporation COM 13321L108 6,484,726 77,328 SH SOLE 22,918 20,810 33,600
Canadian Pacific Kansas City Ltd. COM 13646K108 2,471,355 33,177 SH SOLE 32,527 0 650
Cargurus Inc COM 141788109 70,856,397 1,903,207 SH SOLE 1,822,945 78,608 1,654
Casey'S General Stores Inc. COM 147528103 91,529,815 161,908 SH SOLE 143,458 9,898 8,552
Caterpillar Inc COM 149123101 25,806,328 54,084 SH SOLE 53,800 184 100
CAVA Group Inc. COM 148929102 40,429,574 669,253 SH SOLE 557,147 60,255 51,851
CDW Corp COM 12514G108 16,785,869 105,386 SH SOLE 105,107 0 279
Century Aluminum Company COM 156431108 5,948,600 202,609 SH SOLE 202,609 0 0
Champion Homes Inc. COM 830830105 70,525,022 923,465 SH SOLE 882,092 40,602 771
Charles River Laboratories International, Inc. COM 159864107 343,430 2,195 SH SOLE 455 1,740 0
Charles Schwab Family Of Funds TREAS OB MNY INV COM 808515621 184,631 184,631 SH SOLE 184,631 0 0
Chevron Corp. COM 166764100 12,641,834 81,408 SH SOLE 81,183 0 225
Church & Dwight Co Inc. COM 171340102 1,224,472 13,974 SH SOLE 7,394 4,716 1,864
Churchill Downs Inc COM 171484108 487,960 5,030 SH SOLE 5,030 0 0
Ciena Corporation COM 171779309 938,260 6,441 SH SOLE 1,133 5,308 0
Cintas Corporation COM 172908105 158,891,041 774,096 SH SOLE 619,124 100,023 54,949
Cisco Systems, Inc. COM 17275R102 16,878,097 246,684 SH SOLE 245,984 0 700
CleanSpark Inc. COM 18452B209 5,059,703 348,945 SH SOLE 348,945 0 0
Clearwater Analytics Holdings Inc COM 185123106 12,738,879 706,930 SH SOLE 704,981 0 1,949
Cloudflare Inc COM 18915M107 86,215,395 401,768 SH SOLE 350,777 26,688 24,303
CME Group Inc. COM 12572Q105 18,470,382 68,361 SH SOLE 67,417 486 458
CNO Financial Group, Inc. COM 12621E103 5,862,865 148,239 SH SOLE 148,239 0 0
CNX Resources Corporation COM 12653C108 8,177,077 254,579 SH SOLE 254,579 0 0
Coca-Cola Co (The) COM 191216100 1,044,860 15,755 SH SOLE 15,755 0 0
Cohen & Steers Inc COM 19247A100 42,289,613 644,560 SH SOLE 614,445 29,524 591
Coinbase Global Inc COM 19260Q107 361,114 1,070 SH SOLE 1,070 0 0
Colgate-Palmolive Co. COM 194162103 12,017,716 150,334 SH SOLE 149,546 0 788
Comfort Systems USA Inc. COM 199908104 79,115,732 95,877 SH SOLE 75,129 6,964 13,784
Commercial Metals Company COM 201723103 3,927,846 68,573 SH SOLE 68,573 0 0
Commvault Systems Inc. COM 204166102 112,701,282 596,998 SH SOLE 573,658 22,223 1,117
Congress Large Cap Growth ETF COM 74316P637 2,762,973 71,229 SH SOLE 52,839 0 18,390
Congress Large Cap Growth Fund - Inst. Cl COM 74316J789 31,063,886 588,666 SH SOLE 474,697 0 113,969
Congress Large Cap Growth Fund - Retail Cl COM 742935216 772,340 14,778 SH SOLE 8,447 0 6,331
Congress Mid Cap Growth Fund Inst Class COM 74316J458 2,280,679 97,967 SH SOLE 85,278 0 12,689
Congress Small Cap Growth Fund COM 74316P710 1,089,241 21,019 SH SOLE 12,063 0 8,956
Congress SMID Growth ETF COM 74316P645 2,503,713 75,164 SH SOLE 52,309 0 22,855
Copart Inc COM 217204106 2,490,798 55,388 SH SOLE 32,962 15,609 6,817
Costco Wholesale Corporation COM 22160K105 206,124,684 222,685 SH SOLE 178,607 27,423 16,655
Crane Co. COM 224408104 94,617,605 513,835 SH SOLE 450,423 34,259 29,153
Crane NXT Co COM 224441105 78,281,433 1,167,160 SH SOLE 1,112,591 53,512 1,057
Credo Technology Group Holding Ltd COM G25457105 60,256,039 413,818 SH SOLE 344,538 29,927 39,353
CRISPR Therapeutics AG COM H17182108 4,414,209 68,110 SH SOLE 68,110 0 0
CSW Industrials Inc. COM 126402106 51,375,425 211,639 SH SOLE 202,308 9,152 179
Curtiss-Wright Corp. COM 231561101 163,565,610 301,259 SH SOLE 274,687 14,118 12,454
CVR Energy Inc. COM 12662P108 3,103,820 85,083 SH SOLE 85,083 0 0
Cyberark Software Ltd. COM M2682V108 131,661,514 272,506 SH SOLE 249,081 12,009 11,416
D.R. Horton, Inc. COM 23331A109 50,082,113 295,522 SH SOLE 253,108 22,314 20,100
Danaher Corporation COM 235851102 201,234 1,015 SH SOLE 980 0 35
Darden Restaurants, Inc. COM 237194105 1,927,663 10,126 SH SOLE 7,898 2,228 0
Datadog Inc COM 23804L103 56,641,878 397,766 SH SOLE 341,316 29,181 27,269
Deckers Outdoor Corp. COM 243537107 2,031,962 20,045 SH SOLE 13,055 6,422 568
Deere & Company COM 244199105 316,670 693 SH SOLE 693 0 0
Dell Technologies Inc COM 24703L202 156,337,306 1,102,753 SH SOLE 919,118 150,709 32,926
Descartes Systems Group Inc. COM 249906108 66,743,674 708,306 SH SOLE 608,077 53,231 46,998
DexCom Inc COM 252131107 891,458 13,248 SH SOLE 8,155 4,333 760
Dfa Invt Dimensions Group Inc US CORE EQ 1PT COM 233203413 400,340 8,266 SH SOLE 8,266 0 0
DHT Holdings Inc. COM Y2065G121 5,101,317 426,888 SH SOLE 426,888 0 0
DigitalOcean Holdings Inc COM 25402D102 4,514,586 132,160 SH SOLE 132,160 0 0
Duolingo Inc COM 26603R106 19,220,928 59,722 SH SOLE 59,477 0 245
Dutch Bros Inc COM 26701L100 11,149,153 213,014 SH SOLE 54,549 49,965 108,500
Dynatrace Inc COM 268150109 161,407,391 3,331,422 SH SOLE 2,626,684 469,537 235,201
Dynavax Technologies Corp. COM 268158201 2,279,680 229,575 SH SOLE 229,575 0 0
E L F Beauty Inc COM 26856L103 47,235,612 356,549 SH SOLE 285,352 25,016 46,181
Eaton Corporation PLC COM G29183103 194,486,547 519,670 SH SOLE 437,079 66,677 15,914
Ecolab Inc. COM 278865100 134,385,937 490,710 SH SOLE 403,524 70,409 16,777
Eli Lilly & Co. COM 532457108 11,340,423 14,863 SH SOLE 13,094 570 1,199
Emcor Group Inc COM 29084Q100 131,007,516 201,693 SH SOLE 176,593 13,682 11,418
Encompass Health Corporation COM 29261A100 78,675,005 619,391 SH SOLE 536,104 41,923 41,364
Enpro Inc COM 29355X107 79,225,956 350,557 SH SOLE 334,276 15,537 744
Entegris Inc COM 29362U104 16,911,515 182,906 SH SOLE 178,376 4,059 471
EOG Resources Inc. COM 26875P101 12,295,194 109,661 SH SOLE 108,901 0 760
Equinix, Inc. COM 29444U700 2,465,053 3,147 SH SOLE 3,073 0 74
Evolent Health, Inc. COM 30050B101 1,593,500 188,357 SH SOLE 188,357 0 0
ExlService Holdings Inc. COM 302081104 19,308,608 438,533 SH SOLE 437,346 0 1,187
Exxon Mobil Corp. COM 30231G102 5,486,653 48,662 SH SOLE 46,926 0 1,736
F N B Corp (Pennsylvania) COM 302520101 7,322,839 454,552 SH SOLE 454,552 0 0
Fabrinet COM G3323L100 674,547 1,850 SH SOLE 1,110 740 0
Fair Isaac Corporation COM 303250104 53,230,076 35,569 SH SOLE 23,895 4,699 6,975
Fastenal Co. COM 311900104 75,999,688 1,549,749 SH SOLE 1,345,932 102,154 101,663
Federal Signal Corp. COM 313855108 61,029,540 512,896 SH SOLE 490,090 22,378 428
Federated Hermes Inc COM 314211103 3,647,855 70,246 SH SOLE 70,246 0 0
Fortinet Inc COM 34959E109 20,722,525 246,462 SH SOLE 96,450 48,621 101,391
Freeport-McMoRan Inc. COM 35671D857 525,428 13,397 SH SOLE 9,040 4,278 79
FTI Consulting, Inc. COM 302941109 1,701,851 10,528 SH SOLE 10,528 0 0
Gallagher Aj &Co COM 363576109 123,651,452 399,210 SH SOLE 329,520 57,096 12,594
Garmin Ltd COM H2906T109 92,931,020 377,431 SH SOLE 292,306 36,977 48,148
Generac Holdings Inc. COM 368736104 534,006 3,190 SH SOLE 3,190 0 0
General Dynamics Corporation COM 369550108 1,102,195 3,232 SH SOLE 3,232 0 0
Getty Realty Corp COM 374297109 5,801,658 216,238 SH SOLE 216,238 0 0
Global X Funds US INFR DEV ETF COM 37954Y673 1,558,586 32,723 SH SOLE 32,723 0 0
Godaddy Inc COM 380237107 32,480,569 237,379 SH SOLE 190,620 25,175 21,584
Goldman Sachs Group, Inc. COM 38141G104 207,611,658 260,704 SH SOLE 197,325 41,599 21,780
Group 1 Automotive, Inc. COM 398905109 11,362,343 25,970 SH SOLE 25,970 0 0
Guidewire Software Inc COM 40171V100 81,531,112 354,699 SH SOLE 309,942 23,537 21,220
Gulfport Energy Operating Corp. COM 402635502 6,263,356 34,608 SH SOLE 34,608 0 0
Halozyme Therapeutics Inc COM 40637H109 105,355,330 1,436,533 SH SOLE 1,159,476 109,223 167,834
Hamilton Lane Inc COM 407497106 13,415,945 99,532 SH SOLE 22,803 24,017 52,712
Hawaiian Electric Industries, Inc. COM 419870100 8,379,228 758,988 SH SOLE 758,988 0 0
Hawkins Inc COM 420261109 25,162,738 137,712 SH SOLE 137,347 0 365
Healthequity Inc COM 42226A107 7,080,646 74,714 SH SOLE 19,758 17,454 37,502
Hecla Mining Company COM 422704106 9,570,535 790,953 SH SOLE 790,953 0 0
Heico Corp COM 422806109 87,963,067 272,483 SH SOLE 196,208 32,429 43,846
Helios Technologies Inc COM 42328H109 3,062,638 58,750 SH SOLE 58,750 0 0
Highwoods Properties, Inc. COM 431284108 4,088,712 128,495 SH SOLE 128,495 0 0
Home Depot Inc. COM 437076102 158,526,990 391,241 SH SOLE 335,504 44,740 10,997
Honeywell International Inc. COM 438516106 765,064 3,635 SH SOLE 3,354 0 281
Houlihan Lokey Inc. COM 441593100 77,056,694 375,300 SH SOLE 325,121 26,713 23,466
Howmet Aerospace Inc COM 443201108 162,011,710 825,622 SH SOLE 689,727 112,308 23,587
HP Inc COM 40434L105 377,544 13,865 SH SOLE 13,865 0 0
Huron Consulting Group Inc. COM 447462102 10,843,074 73,878 SH SOLE 73,878 0 0
Idacorp Inc COM 451107106 2,613,993 19,781 SH SOLE 19,781 0 0
Idex Corporation COM 45167R104 210,449 1,293 SH SOLE 47 1,246 0
IDEXX Laboratories Inc. COM 45168D104 983,891 1,540 SH SOLE 1,145 350 45
IES Holdings Inc. COM 44951W106 13,292,644 33,428 SH SOLE 33,428 0 0
Illinois Tool Works Inc. COM 452308109 525,075 2,014 SH SOLE 2,014 0 0
Independence Realty Trust Inc COM 45378A106 2,214,488 135,112 SH SOLE 135,112 0 0
Inspire Medical Systems Inc COM 457730109 1,001,774 13,501 SH SOLE 13,501 0 0
Insulet Corporation COM 45784P101 27,723,055 89,797 SH SOLE 89,375 0 422
Integer Holdings Corp. COM 45826H109 59,754,396 578,287 SH SOLE 549,544 28,228 515
Intercontinental Exchange Inc COM 45866F104 426,254 2,530 SH SOLE 2,530 0 0
InterDigital, Inc. COM 45867G101 121,871,978 353,017 SH SOLE 337,840 14,888 289
Interface, Inc. COM 458665304 73,634,387 2,544,381 SH SOLE 2,432,308 109,899 2,174
International Business Machines Corp. COM 459200101 14,915,843 52,863 SH SOLE 13,835 12,477 26,551
Intuit Inc COM 461202103 2,454,853 3,595 SH SOLE 2,583 319 693
Intuitive Surgical Inc. COM 46120E602 142,883,781 319,486 SH SOLE 256,063 44,934 18,489
Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD COM 46090F100 1,572,414 117,082 SH SOLE 117,082 0 0
Invesco QQQ Trust, Series 1 UNIT SER 1 COM 46090E103 241,866 403 SH SOLE 403 0 0
iShares Trust CHINA LG-CAP ETF COM 464287184 490,142 11,914 SH SOLE 0 0 11,914
iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF COM 464289883 1,693,788 42,176 SH SOLE 42,131 0 45
iShares Trust CORE S&P SCP ETF COM 464287804 1,437,397 12,096 SH SOLE 12,096 0 0
iShares Trust CORE S&P500 ETF COM 464287200 673,985 1,007 SH SOLE 1,007 0 0
iShares Trust MSCI AC ASIA ETF COM 464288182 1,735,000 19,020 SH SOLE 19,020 0 0
iShares Trust MSCI EAFE ETF COM 464287465 2,499,407 26,769 SH SOLE 8,523 0 18,246
iShares Trust PFD AND INCM SEC COM 464288687 3,105,462 98,212 SH SOLE 98,212 0 0
iShares Trust RUS 1000 GRW ETF COM 464287614 8,770,040 18,723 SH SOLE 18,425 0 298
iShares Trust RUS 2000 GRW ETF COM 464287648 479,420 1,498 SH SOLE 1,498 0 0
iShares Trust RUS MD CP GR ETF COM 464287481 29,921,195 210,106 SH SOLE 205,853 0 4,253
iShares Trust RUSEL 2500 ETF COM 46435G268 8,352,945 113,291 SH SOLE 113,030 0 261
iShares Trust RUSSELL 2000 ETF COM 464287655 641,194 2,650 SH SOLE 2,650 0 0
iShares Trust S&P MC 400GR ETF COM 464287606 364,670 3,803 SH SOLE 3,793 0 10
Janux Therapeutics Inc COM 47103J105 1,363,092 55,773 SH SOLE 55,773 0 0
JBT Marel Corp. COM 477839104 65,587,123 466,978 SH SOLE 446,366 19,916 696
Johnson & Johnson COM 478160104 827,501 4,463 SH SOLE 3,870 0 593
JP Morgan Trust I HEDGED EQUITY I COM 46637K281 317,515 9,190 SH SOLE 0 9,190 0
JPMorgan Chase & Co. COM 46625H100 35,008,029 110,985 SH SOLE 106,622 2,178 2,185
Keysight Technologies, Inc. COM 49338L103 847,138 4,843 SH SOLE 1,011 3,832 0
Kinsale Capital Group Inc COM 49714P108 15,661,668 36,828 SH SOLE 36,734 0 94
Knife River Corp. COM 498894104 58,913,399 766,403 SH SOLE 737,055 28,777 571
Korn Ferry COM 500643200 2,735,448 39,089 SH SOLE 39,089 0 0
Lam Research Corporation COM 512807306 508,299 3,796 SH SOLE 2,253 0 1,543
LCI Industries COM 50189K103 5,025,379 53,949 SH SOLE 53,949 0 0
Lemaitre Vascular Inc. COM 525558201 60,580,220 692,266 SH SOLE 661,487 30,189 590
Lendingtree Inc COM 52603B107 1,605,239 24,799 SH SOLE 24,799 0 0
Ligand Pharmaceuticals Incorporated COM 53220K504 118,207,471 667,311 SH SOLE 635,563 31,157 591
Lincoln Electric Holdings Inc. COM 533900106 20,353,250 86,305 SH SOLE 86,075 0 230
Linde PLC COM G54950103 18,163,934 38,240 SH SOLE 37,984 0 256
Lowes Companies, Inc. COM 548661107 304,085 1,210 SH SOLE 1,210 0 0
Lumen Technologies Inc COM 550241103 2,552,940 417,147 SH SOLE 417,147 0 0
M/I Homes Inc. COM 55305B101 7,015,306 48,569 SH SOLE 48,569 0 0
Maplebear Inc. COM 565394103 13,829,590 376,213 SH SOLE 375,229 0 984
Marqeta Inc COM 57142B104 5,566,625 1,054,285 SH SOLE 1,054,285 0 0
Marriott International, Inc. COM 571903202 853,462 3,277 SH SOLE 3,277 0 0
Marsh & McLennan Companies, Inc. COM 571748102 420,593 2,087 SH SOLE 2,087 0 0
Martin Marietta Materials Inc COM 573284106 154,103,447 244,500 SH SOLE 192,607 33,188 18,705
Marvell Technology Inc COM 573874104 440,106 5,235 SH SOLE 5,235 0 0
Masco Corporation COM 574599106 240,452 3,416 SH SOLE 96 3,320 0
MasterCard Incorporated COM 57636Q104 17,822,809 31,334 SH SOLE 10,253 6,839 14,242
Matador Resources Company COM 576485205 2,785,848 62,004 SH SOLE 62,004 0 0
McDonald's Corp. COM 580135101 15,334,616 50,461 SH SOLE 50,071 0 390
Medpace Holdings Inc. COM 58506Q109 33,263,581 64,695 SH SOLE 64,530 0 165
Merck & Co., Inc COM 58933Y105 535,959 6,386 SH SOLE 6,136 0 250
Merit Medical Systems Inc. COM 589889104 56,005,550 672,901 SH SOLE 642,660 29,669 572
Meritage Homes Corp COM 59001A102 1,897,424 26,197 SH SOLE 26,197 0 0
Meta Platforms Inc COM 30303M102 249,447,418 339,671 SH SOLE 270,040 48,671 20,960
Mettler-Toledo International Inc COM 592688105 599,074 488 SH SOLE 215 260 13
Microsoft Corp. COM 594918104 340,862,333 658,099 SH SOLE 539,409 81,063 37,627
Modine Manufacturing Co. COM 607828100 74,986,557 527,480 SH SOLE 506,296 20,542 642
Monolithic Power Systems Inc. COM 609839105 99,678,580 108,271 SH SOLE 94,168 7,549 6,554
Monster Beverage Corp COM 61174X109 6,764,453 100,497 SH SOLE 29,381 27,516 43,600
Moodys Corp. COM 615369105 105,766,738 221,975 SH SOLE 182,707 32,115 7,153
Moog Inc. COM 615394202 72,939,145 351,226 SH SOLE 336,082 14,859 285
MoonLake Immunotherapeutics COM 61559X104 526,027 73,365 SH SOLE 73,365 0 0
Morgan Stanley COM 617446448 1,659,311 10,439 SH SOLE 10,439 0 0
Morningstar Inc COM 617700109 15,339,895 66,117 SH SOLE 65,939 0 178
Motorola Solutions Inc COM 620076307 114,200,185 249,733 SH SOLE 210,585 33,303 5,845
MYR Grp Inc COM 55405W104 15,216,978 73,148 SH SOLE 73,148 0 0
NAPCO Security Technologies Inc. COM 630402105 7,530,769 175,338 SH SOLE 175,338 0 0
Netflix, Inc. COM 64110L106 167,911,140 140,052 SH SOLE 105,021 22,461 12,570
Neurocrine Biosciences Inc COM 64125C109 377,622 2,690 SH SOLE 433 2,257 0
NextEra Energy Inc COM 65339F101 15,307,899 202,780 SH SOLE 201,070 0 1,710
Nomad Foods Ltd. COM G6564A105 4,228,406 321,552 SH SOLE 321,552 0 0
Northrop Grumman Corporation COM 666807102 319,190 523 SH SOLE 226 0 297
Nova Ltd COM M7516K103 91,447,054 286,076 SH SOLE 273,520 12,317 239
Novanta Inc COM 67000B104 59,153,297 590,647 SH SOLE 565,224 24,924 499
NVent Electric PLC COM G6700G107 122,450,150 1,241,384 SH SOLE 1,123,213 63,752 54,419
NVIDIA Corp. COM 67066G104 491,822,055 2,635,985 SH SOLE 2,117,966 346,903 171,116
NXP Semiconductors NV COM N6596X109 1,292,740 5,677 SH SOLE 4,021 784 872
O'Reilly Automotive Inc. COM 67103H107 168,969,583 1,567,290 SH SOLE 1,230,070 220,862 116,358
Okta Inc. COM 679295105 7,311,975 79,738 SH SOLE 20,293 19,395 40,050
Ollies Bargain Outlet Holdings Inc. COM 681116109 199,011,620 1,549,935 SH SOLE 1,428,361 75,984 45,590
Onto Innovation Inc. COM 683344105 628,397 4,863 SH SOLE 2,354 2,509 0
Oracle Corp. COM 68389X105 29,852,407 106,146 SH SOLE 104,081 0 2,065
Oroco Resources Co COM 687033100 6,199 21,675 SH SOLE 21,675 0 0
Palantir Technologies Inc COM 69608A108 65,247,803 357,679 SH SOLE 253,936 61,726 42,017
Palo Alto Networks Inc COM 697435105 113,439,467 557,114 SH SOLE 457,706 80,460 18,948
Parker-Hannifin Corp. COM 701094104 143,915,761 189,825 SH SOLE 158,737 25,582 5,506
Patrick Industries Inc. COM 703343103 13,421,567 129,765 SH SOLE 129,765 0 0
Paycom Software Inc COM 70432V102 358,868 1,724 SH SOLE 525 1,162 37
Penumbra Inc. COM 70975L107 108,717,851 429,172 SH SOLE 386,641 22,241 20,290
Pinterest Inc COM 72352L106 64,429,851 2,002,793 SH SOLE 1,741,440 139,201 122,152
PJT Partners Inc. COM 69343T107 94,441,846 531,378 SH SOLE 511,728 18,959 691
Plexus Corp COM 729132100 2,350,489 16,245 SH SOLE 16,245 0 0
PNC Financial Services Group Inc. COM 693475105 257,152 1,280 SH SOLE 1,280 0 0
Pool Corporation COM 73278L105 15,359,676 49,536 SH SOLE 48,078 1,303 155
Portland General Electric Company COM 736508847 5,553,928 126,226 SH SOLE 126,226 0 0
Potlatchdeltic Corp. COM 737630103 6,241,053 153,155 SH SOLE 153,155 0 0
Powell Industries Inc. COM 739128106 3,583,660 11,757 SH SOLE 11,757 0 0
Power Integrations Inc. COM 739276103 23,868,626 593,599 SH SOLE 567,288 25,769 542
Praxis Precision Medicines Inc COM 74006W207 1,613,267 30,439 SH SOLE 30,439 0 0
Prestige Consumer Healthcare Inc COM 74112D101 18,434,395 295,423 SH SOLE 294,641 0 782
Price T Rowe Group Inc. COM 74144T108 13,638,561 132,878 SH SOLE 132,553 0 325
Primoris Services Corp. COM 74164F103 109,347,102 796,236 SH SOLE 763,200 32,377 659
PTC Inc COM 69370C100 29,740,806 146,492 SH SOLE 146,101 0 391
Pure Storage Inc COM 74624M102 104,954,341 1,252,289 SH SOLE 1,084,985 90,315 76,989
Qualys Inc COM 74758T303 890,978 6,733 SH SOLE 2,983 3,647 103
Quanta Services, Inc. COM 74762E102 81,286,621 196,145 SH SOLE 139,978 22,440 33,727
Rambus Inc. COM 750917106 140,376,677 1,347,185 SH SOLE 1,304,064 41,503 1,618
Range Resources Corp. COM 75281A109 20,298,676 539,285 SH SOLE 537,027 0 2,258
Raymond James Financial Inc. COM 754730109 110,306,965 639,090 SH SOLE 559,502 43,550 36,038
Relay Therapeutics Inc COM 75943R102 2,134,155 408,842 SH SOLE 408,842 0 0
Repligen Corporation COM 759916109 29,219,193 218,592 SH SOLE 164,933 16,880 36,779
ResMed Inc. COM 761152107 1,814,103 6,627 SH SOLE 3,412 2,277 938
Rockwell Automation, Inc. COM 773903109 811,609 2,322 SH SOLE 2,322 0 0
Roper Technologies Inc COM 776696106 1,007,944 2,021 SH SOLE 1,453 242 326
RPC Inc COM 749660106 5,958,694 1,251,826 SH SOLE 1,251,826 0 0
S&P Global Inc COM 78409V104 1,147,975 2,359 SH SOLE 1,841 0 518
Saia Inc COM 78709Y105 869,940 2,906 SH SOLE 1,182 1,665 59
Salesforce Inc. COM 79466L302 226,780 957 SH SOLE 957 0 0
Select Sector Spdr Trust SBI CONS DISCR COM 81369Y407 212,800 888 SH SOLE 888 0 0
Select Sector Spdr Trust TECHNOLOGY COM 81369Y803 558,083 1,980 SH SOLE 1,980 0 0
Sensient Technologies Corp COM 81725T100 67,256,516 716,638 SH SOLE 685,899 30,131 608
Servicenow Inc COM 81762P102 160,661,925 174,579 SH SOLE 144,357 24,718 5,504
Shopify Inc COM 82509L107 121,590,770 818,187 SH SOLE 663,863 125,178 29,146
Simply Good Foods Company COM 82900L102 10,163,542 409,490 SH SOLE 408,163 0 1,327
Simpson Manufacturing Co Inc. COM 829073105 257,553 1,538 SH SOLE 1,538 0 0
SM Energy Co. COM 78454L100 30,282,993 1,212,775 SH SOLE 1,163,858 47,879 1,038
Southern Co. COM 842587107 614,299 6,482 SH SOLE 5,882 0 600
Southern Copper Corporation COM 84265V105 300,245 2,474 SH SOLE 2,474 0 0
Spdr S&P 500 Etf Trust TR UNIT COM 78462F103 2,064,877 3,100 SH SOLE 2,071 0 1,029
Spdr S&P Midcap 400 Etf Trust UTSER1 S&PDCRP COM 78467Y107 961,992 1,614 SH SOLE 1,418 0 196
SPDR Series Trust PORTFOLI S&P1500 COM 78464A805 224,046 2,778 SH SOLE 2,778 0 0
Spire Inc COM 84857L101 4,911,737 60,252 SH SOLE 60,252 0 0
Sprouts Farmers Markets Inc COM 85208M102 36,197,760 332,700 SH SOLE 268,510 35,090 29,100
SPS Commerce Inc COM 78463M107 16,641,624 159,801 SH SOLE 154,733 3,975 1,093
STAG Industrial, Inc. COM 85254J102 7,177,349 203,382 SH SOLE 203,382 0 0
Steris PLC COM G8473T100 32,964,860 133,224 SH SOLE 130,813 1,991 420
Sterling Infrastructure Inc COM 859241101 173,013,970 509,344 SH SOLE 492,130 16,517 697
Stride Inc COM 86333M108 69,342,592 465,574 SH SOLE 400,733 35,338 29,503
Stryker Corporation COM 863667101 21,739,721 58,808 SH SOLE 57,503 0 1,305
Sun Communities, Inc. COM 866674104 213,237 1,653 SH SOLE 95 1,558 0
Synopsys Inc COM 871607107 133,221,269 270,012 SH SOLE 225,101 35,958 8,953
T-Mobile US Inc COM 872590104 1,884,601 7,873 SH SOLE 7,873 0 0
Take-Two Interactive Software Inc. COM 874054109 1,956,560 7,573 SH SOLE 4,226 2,833 514
Talos Energy Inc COM 87484T108 3,685,514 384,308 SH SOLE 384,308 0 0
Tango Therapeutics Inc. COM 87583X109 1,916,208 228,120 SH SOLE 228,120 0 0
Tapestry Inc COM 876030107 77,800,697 687,164 SH SOLE 594,584 49,144 43,436
TE Connectivity PLC COM G87052109 20,261,576 92,295 SH SOLE 91,995 0 300
Teledyne Technologies Inc COM 879360105 2,311,342 3,944 SH SOLE 2,460 1,299 185
Telephone and Data Systems Inc. COM 879433829 8,628,527 219,891 SH SOLE 219,891 0 0
Teradyne Inc. COM 880770102 531,290 3,860 SH SOLE 3,860 0 0
Terreno Realty Corporation COM 88146M101 30,960,419 545,558 SH SOLE 544,521 0 1,037
Tesla Inc COM 88160R101 718,223 1,615 SH SOLE 1,615 0 0
Texas Capital Bancshares, Inc. COM 88224Q107 5,211,021 61,647 SH SOLE 61,647 0 0
Texas Instruments Inc. COM 882508104 917,533 4,994 SH SOLE 4,994 0 0
Texas Roadhouse Inc COM 882681109 49,552,243 298,238 SH SOLE 254,432 23,627 20,179
The Allstate Corporation COM 020002101 18,317,412 85,336 SH SOLE 84,906 0 430
The Bank of New York Mellon Corp. COM 064058100 831,560 7,632 SH SOLE 7,632 0 0
The Cooper Companies, Inc. COM 216648501 31,009,213 452,293 SH SOLE 446,306 4,370 1,617
The Hanover Insurance Group, Inc. COM 410867105 7,943,123 43,732 SH SOLE 43,732 0 0
The Procter & Gamble Co. COM 742718109 5,769,604 37,550 SH SOLE 20,959 13,811 2,780
The Progressive Corporation COM 743315103 1,134,735 4,595 SH SOLE 4,595 0 0
The Sherwin-Williams Company COM 824348106 15,720,043 45,399 SH SOLE 15,204 10,298 19,897
The TJX Companies Inc. COM 872540109 179,899,562 1,244,635 SH SOLE 1,039,224 165,826 39,585
The Trade Desk Inc COM 88339J105 375,555 7,663 SH SOLE 4,397 3,062 204
Thermo Fisher Scientific Inc COM 883556102 72,697,027 149,885 SH SOLE 121,901 23,134 4,850
TKO Group Holdings Inc. COM 87256C101 110,084,100 545,079 SH SOLE 447,002 81,768 16,309
Toast Inc COM 888787108 44,400,249 1,216,112 SH SOLE 888,876 129,408 197,828
Tractor Supply Co COM 892356106 61,373,306 1,079,186 SH SOLE 880,743 62,585 135,858
Trimble Inc COM 896239100 11,550,209 141,460 SH SOLE 35,178 38,427 67,855
Truist Financial Corp. COM 89832Q109 803,679 17,578 SH SOLE 17,578 0 0
Uber Technologies Inc COM 90353T100 140,544,627 1,434,568 SH SOLE 1,131,168 213,503 89,897
UFP Technologies Inc. COM 902673102 66,509,514 333,214 SH SOLE 323,256 9,473 485
Ulta Beauty Inc COM 90384S303 648,992 1,187 SH SOLE 137 875 175
UMB Financial Corp. COM 902788108 13,944,643 117,825 SH SOLE 117,825 0 0
Union Pacific Corporation COM 907818108 393,985 1,667 SH SOLE 1,667 0 0
United Rentals, Inc. COM 911363109 3,406,227 3,568 SH SOLE 3,468 0 100
UnitedHealth Group Inc. COM 91324P102 718,325 2,080 SH SOLE 1,377 414 289
Universal Technical Institute, Inc. COM 913915104 67,582,100 2,076,255 SH SOLE 1,980,281 92,945 3,029
US Foods Holding Corp COM 912008109 1,420,995 18,546 SH SOLE 14,710 3,078 758
Valmont Industries, Inc. COM 920253101 29,012,953 74,828 SH SOLE 74,625 0 203
VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF COM 92189F437 3,113,601 104,729 SH SOLE 104,729 0 0
Vanguard Index Funds GROWTH ETF COM 922908736 2,104,049 4,387 SH SOLE 4,387 0 0
Vanguard Index Funds MCAP GR IDXVIP COM 922908538 1,255,365 4,273 SH SOLE 4,160 0 113
Vanguard Index Funds S&P 500 ETF SHS COM 922908363 1,087,587 1,776 SH SOLE 1,776 0 0
Vanguard Index Funds SML CP GRW ETF COM 922908595 12,098,253 40,650 SH SOLE 40,585 0 65
Vanguard International Equity Index Funds FTSE EMR MKT ETF COM 922042858 3,644,107 67,259 SH SOLE 46,111 0 21,148
Vanguard International Equity Index Funds FTSE SMCAP ETF COM 922042718 1,769,653 12,414 SH SOLE 12,414 0 0
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Verisk Analytics, Inc. COM 92345Y106 232,647 925 SH SOLE 925 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100 63,005,065 160,875 SH SOLE 127,505 28,216 5,154
Vertiv Holdings Co COM 92537N108 1,176,708 7,800 SH SOLE 7,800 0 0
Victory Portfolios Iii 500 INDX REWARD COM 903288769 594,628 7,114 SH SOLE 7,114 0 0
Viking Holdings Ltd. COM G93A5A101 65,040,930 1,046,347 SH SOLE 894,007 79,531 72,809
Virtu Financial Inc COM 928254101 11,470,370 323,109 SH SOLE 323,109 0 0
Visa Inc COM 92826C839 197,284,668 577,903 SH SOLE 493,190 68,211 16,502
Vistra Corp COM 92840M102 5,917,176 30,202 SH SOLE 8,685 6,292 15,225
WaFd Inc COM 938824109 6,487,708 214,186 SH SOLE 214,186 0 0
Walmart Inc COM 931142103 1,569,531 15,229 SH SOLE 15,229 0 0
Watts Water Technologies Inc. COM 942749102 574,255 2,056 SH SOLE 973 1,055 28
Welltower OP LLC COM 95040Q104 104,857,105 588,622 SH SOLE 498,668 74,993 14,961
Werner Enterprises Inc. COM 950755108 3,650,871 138,711 SH SOLE 138,711 0 0
West Pharmaceutical Services Incorporated COM 955306105 362,030 1,380 SH SOLE 0 1,380 0
Western Alliance Bancorp COM 957638109 18,681,112 215,419 SH SOLE 214,854 0 565
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Williams-Sonoma Inc. COM 969904101 1,130,308 5,783 SH SOLE 2,217 3,566 0
Winmark Corp. COM 974250102 7,358,738 14,783 SH SOLE 14,783 0 0
Wintrust Financial Corporation COM 97650W108 12,029,123 90,827 SH SOLE 90,827 0 0
Workday Inc COM 98138H101 9,909,410 41,164 SH SOLE 9,230 9,822 22,112
Yeti Holdings Inc COM 98585X104 40,933,834 1,233,690 SH SOLE 1,177,891 54,659 1,140
Zoetis Inc. COM 98978V103 24,929,173 170,374 SH SOLE 119,174 16,558 34,642