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
AAON, Inc. COMMON STOCKS 000360206 3,280,193 39,635 SH SOLE 7,113 0 32,522
APi Group Corp. COMMON STOCKS 00187Y100 3,104,675 80,432 SH SOLE 14,278 0 66,154
AbbVie, Inc. COMMON STOCKS 00287Y109 40,653,179 155,408 SH SOLE 74,357 0 81,051
Advanced Energy Industries, In COMMON STOCKS 007973100 4,085,826 14,498 SH SOLE 2,603 0 11,895
Advanced Micro Devices, Inc. COMMON STOCKS 007903107 2,377,911 3,887 SH SOLE 1,251 0 2,636
Alignment Healthcare, Inc. COMMON STOCKS 01625V104 923,957 113,230 SH SOLE 20,308 0 92,922
Alphabet, Inc. Class A COMMON STOCKS 02079K305 5,538,656 16,097 SH SOLE 7,276 0 8,821
Alphabet, Inc. Class C COMMON STOCKS 02079K107 6,776,637 19,888 SH SOLE 18,688 0 1,200
Amazon.com, Inc. COMMON STOCKS 023135106 7,708,950 30,941 SH SOLE 25,312 0 5,629
American Superconductor Corp. COMMON STOCKS 030111207 2,025,066 69,566 SH SOLE 12,412 0 57,154
Amneal Pharmaceuticals, Inc. COMMON STOCKS 03168L105 1,858,781 92,293 SH SOLE 16,590 0 75,703
Amphenol Corp. COMMON STOCKS 032095101 52,182,627 619,011 SH SOLE 300,336 0 318,675
Analog Devices, Inc. COMMON STOCKS 032654105 46,740,372 117,820 SH SOLE 63,105 0 54,715
Apple, Inc. COMMON STOCKS 037833100 95,448,633 286,615 SH SOLE 141,217 0 145,398
Boot Barn Holdings, Inc. COMMON STOCKS 099406100 1,652,487 13,717 SH SOLE 2,437 0 11,280
Broadcom, Inc. COMMON STOCKS 11135F101 62,356,945 177,559 SH SOLE 95,331 0 82,228
Century Communities, Inc. COMMON STOCKS 156504300 1,705,798 28,312 SH SOLE 5,026 0 23,286
Commvault Systems, Inc. COMMON STOCKS 204166102 2,487,023 16,589 SH SOLE 2,981 0 13,608
Concentra Group Holdings Paren COMMON STOCKS 20603L102 1,787,396 51,929 SH SOLE 9,334 0 42,595
ConocoPhillips COMMON STOCKS 20825C104 306,743 2,451 SH SOLE 691 0 1,760
Corcept Therapeutics, Inc. COMMON STOCKS 218352102 2,148,118 18,642 SH SOLE 3,316 0 15,326
Costco Wholesale Corp. COMMON STOCKS 22160K105 459,722 505 SH SOLE 505 0 0
Curtiss-Wright Corp. COMMON STOCKS 231561101 3,019,832 5,553 SH SOLE 996 0 4,557
Dycom Industries, Inc. COMMON STOCKS 267475101 3,621,817 13,460 SH SOLE 2,414 0 11,046
Eaton Corp. plc COMMON STOCKS G29183103 49,983,008 116,318 SH SOLE 55,814 0 60,504
Eli Lilly & Co. COMMON STOCKS 532457108 61,745,260 53,363 SH SOLE 28,144 0 25,219
Emerson Electric Co. COMMON STOCKS 291011104 37,112,638 239,282 SH SOLE 119,415 0 119,867
Ensign Group, Inc. COMMON STOCKS 29358P101 3,541,308 20,589 SH SOLE 3,657 0 16,932
Evercore, Inc. COMMON STOCKS 29977A105 2,784,348 10,813 SH SOLE 1,921 0 8,892
ExlService Holdings, Inc. COMMON STOCKS 302081104 4,341,747 126,287 SH SOLE 22,680 0 103,607
ExxonMobil Holdings Corp. COMMON STOCKS 30231G102 835,396 5,133 SH SOLE 905 0 4,228
Fabrinet COMMON STOCKS G3323L100 4,063,234 9,577 SH SOLE 1,713 0 7,864
Fiserv, Inc. COMMON STOCKS 337738108 472,583 10,460 SH SOLE 5,740 0 4,720
Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109 4,303,502 38,981 SH SOLE 6,926 0 32,055
Honeywell Aerospace, Inc. COMMON STOCKS 43849R105 250,741 1,618 SH SOLE 1,546 0 72
Honeywell International, Inc. COMMON STOCKS 438516106 341,301 1,618 SH SOLE 1,546 0 72
Jacobs Solutions, Inc. COMMON STOCKS 46982L108 864,781 6,393 SH SOLE 6,035 0 358
Johnson & Johnson COMMON STOCKS 478160104 252,827 955 SH SOLE 455 0 500
Johnson Controls Intl PLC COMMON STOCKS G51502105 535,140 3,600 SH SOLE 0 0 3,600
KLA Corp. COMMON STOCKS 482480100 67,447,339 346,008 SH SOLE 182,783 0 163,225
Knife River Corp. COMMON STOCKS 498894104 950,064 18,843 SH SOLE 3,366 0 15,477
Lantheus Holdings, Inc. COMMON STOCKS 516544103 3,780,348 37,982 SH SOLE 6,751 0 31,231
Lennox International, Inc. COMMON STOCKS 526107107 13,285,558 37,422 SH SOLE 18,291 0 19,131
Limbach Holdings, Inc. COMMON STOCKS 53263P105 1,324,731 27,074 SH SOLE 4,858 0 22,216
Lithia Motors, Inc. COMMON STOCKS 536797103 2,688,046 9,211 SH SOLE 1,655 0 7,556
Lowe's Companies, Inc. COMMON STOCKS 548661107 25,518,083 138,467 SH SOLE 69,700 0 68,767
MYR Group,Inc. COMMON STOCKS 55405W104 1,928,481 6,594 SH SOLE 1,183 0 5,411
Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109 2,453,437 104,446 SH SOLE 18,551 0 85,895
Mastercard, Inc. COMMON STOCKS 57636Q104 23,920,563 43,376 SH SOLE 21,416 0 21,960
Medpace Holdings, Inc. COMMON STOCKS 58506Q109 5,866,668 9,399 SH SOLE 1,688 0 7,711
Meta Platforms, Inc. COMMON STOCKS 30303M102 2,054,435 2,833 SH SOLE 964 0 1,869
Microsoft Corp. COMMON STOCKS 594918104 73,569,350 143,438 SH SOLE 69,813 0 73,625
Modine Manufacturing Co. COMMON STOCKS 607828100 6,620,890 35,368 SH SOLE 7,639 0 27,729
Moelis COMMON STOCKS 60786M105 1,049,050 18,238 SH SOLE 3,253 0 14,985
Moody's Corp. COMMON STOCKS 615369105 19,930,403 43,887 SH SOLE 21,982 0 21,905
Motorola Solutions, Inc. COMMON STOCKS 620076307 36,061,134 80,860 SH SOLE 39,416 0 41,444
NVIDIA Corp. COMMON STOCKS 67066G104 6,056,409 26,519 SH SOLE 8,375 0 18,144
Nasdaq, Inc. COMMON STOCKS 631103108 30,333,489 329,676 SH SOLE 159,293 0 170,383
Netflix, Inc. COMMON STOCKS 64110L106 551,561 7,927 SH SOLE 2,541 0 5,386
O Reilly Automotive COMMON STOCKS 67103H107 684,134 8,010 SH SOLE 0 0 8,010
Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1,888,754 22,052 SH SOLE 3,923 0 18,129
Onto Innovation, Inc. COMMON STOCKS 683344105 5,929,229 19,262 SH SOLE 3,461 0 15,801
Oracle Corp. COMMON STOCKS 68389x105 1,039,361 7,570 SH SOLE 2,991 0 4,579
PepsiCo, Inc. COMMON STOCKS 713448108 22,576,055 178,157 SH SOLE 86,192 0 91,965
Plexus Corp. COMMON STOCKS 729132100 2,771,550 10,621 SH SOLE 1,929 0 8,692
Primo Brands Corp. COMMON STOCKS 741623102 2,234,565 117,300 SH SOLE 21,086 0 96,214
RTX Corp. COMMON STOCKS 75513E101 39,021,925 210,191 SH SOLE 107,086 0 103,105
RadNet, Inc. COMMON STOCKS 750491102 1,917,842 27,819 SH SOLE 5,106 0 22,713
Rambus, Inc. COMMON STOCKS 750917106 4,736,621 44,367 SH SOLE 7,901 0 36,466
Ryman Hospitality Properties, COMMON STOCKS 78377T107 2,461,959 20,597 SH SOLE 3,699 0 16,898
Semtech Corp. COMMON STOCKS 816850101 4,066,380 22,800 SH SOLE 4,154 0 18,646
Sezzle, Inc. COMMON STOCKS 78435P105 1,606,555 14,870 SH SOLE 2,669 0 12,201
Skyward Specialty Insurance Gr COMMON STOCKS 830940102 2,498,443 47,319 SH SOLE 8,487 0 38,832
Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102 2,440,353 36,780 SH SOLE 6,621 0 30,159
Starbucks Corp. COMMON STOCKS 855244109 33,254,417 353,921 SH SOLE 172,653 0 181,268
State Street Corp. COMMON STOCKS 857477103 51,897,576 297,254 SH SOLE 144,680 0 152,574
Stryker Corp. COMMON STOCKS 863667101 16,471,627 59,812 SH SOLE 30,326 0 29,486
Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 2,080,252 48,333 SH SOLE 8,589 0 39,744
T-Mobile US, Inc. COMMON STOCKS 872590104 1,440,486 8,833 SH SOLE 4,680 0 4,153
TE Connectivity plc COMMON STOCKS G87052109 521,368 2,470 SH SOLE 2,250 0 220
Texas Instruments, Inc. COMMON STOCKS 882508104 46,274,509 165,213 SH SOLE 81,905 0 83,308
The Boeing Co. COMMON STOCKS 097023105 408,752 2,197 SH SOLE 730 0 1,467
The Home Depot, Inc. COMMON STOCKS 437076102 1,168,969 4,109 SH SOLE 4,109 0 0
The TJX Companies, Inc. COMMON STOCKS 872540109 1,284,862 9,711 SH SOLE 3,324 0 6,387
The Travelers Companies Inc. COMMON STOCKS 89417E109 213,906 600 SH SOLE 600 0 0
The Walt Disney Co. COMMON STOCKS 254687106 436,489 4,161 SH SOLE 4,161 0 0
The Williams Companies, Inc. COMMON STOCKS 969457100 44,712,297 657,824 SH SOLE 319,841 0 337,983
Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 22,103,837 32,744 SH SOLE 14,882 0 17,862
Trane Technologies plc COMMON STOCKS G8994E103 990,740 2,192 SH SOLE 771 0 1,421
TransMedics Group, Inc. COMMON STOCKS 89377M109 1,102,959 13,217 SH SOLE 2,349 0 10,868
UnitedHealth Group, Inc. COMMON STOCKS 91324P102 40,900,421 111,421 SH SOLE 54,680 0 56,741
VSE Corp. COMMON STOCKS 918284100 2,146,700 13,034 SH SOLE 2,393 0 10,641
Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100 829,699 1,587 SH SOLE 510 0 1,077
Visa, Inc. Class A COMMON STOCKS 92826C839 27,663,739 76,987 SH SOLE 40,924 0 36,063
Vulcan Materials Co. COMMON STOCKS 929160109 15,290,598 62,505 SH SOLE 30,505 0 32,000
WEC Energy Group, Inc. COMMON STOCKS 92939U106 37,952,337 376,586 SH SOLE 191,349 0 185,237
Wells Fargo & Co. COMMON STOCKS 949746101 27,503,259 343,576 SH SOLE 175,714 0 167,862
ePlus, Inc. COMMON STOCKS 294268107 3,255,572 36,169 SH SOLE 6,430 0 29,739
SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 1,471,113 1,929 SH SOLE 1,604 0 325