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
Aaron's, Inc. COM 002535300 556 9,815 SH   SOLE   9,815 0 0
AbbVie Inc. COM 00287Y109 1,646 18,794 SH   SOLE   18,794 0 0
Accenture Plc COM G1151C101 10,824 47,897 SH   SOLE   47,897 0 0
Adtalem Global Education Inc. COM 00737L103 427 17,390 SH   SOLE   17,390 0 0
Advanced Energy Industries COM 007973100 1,698 26,980 SH   SOLE   26,980 0 0
Akamai Technologies Inc. COM 00971T101 16,707 151,140 SH   SOLE   151,140 0 0
Alcon Inc COM H01301128 17,590 308,866 SH   SOLE   308,866 0 0
Alexion Pharmaceuticals COM 015351109 1,532 13,390 SH   SOLE   13,390 0 0
Alphabet Inc. Class A COM 02079K305 61,318 41,838 SH   SOLE   41,838 0 0
Alphabet Inc. Class C COM 02079K107 77,179 52,517 SH   SOLE   52,517 0 0
Amazon.com Inc. COM 023135106 146,419 46,501 SH   SOLE   46,501 0 0
Ambarella, Inc. COM G037AX101 1,500 28,750 SH   SOLE   28,750 0 0
Amdocs Limited COM G02602103 7,152 124,572 SH   SOLE   124,572 0 0
American Public Education COM 02913V103 445 15,795 SH   SOLE   15,795 0 0
Amgen Inc. COM 031162100 42,520 167,296 SH   SOLE   167,296 0 0
Anthem, Inc. COM 036752103 1,922 7,155 SH   SOLE   7,155 0 0
Apple Inc. COM 037833100 68,801 594,085 SH   SOLE   594,085 0 0
Assurant, Inc. COM 04621X108 5,380 44,350 SH   SOLE   44,350 0 0
Bank of New York Mellon Corp. COM 064058100 4,448 129,525 SH   SOLE   129,525 0 0
Barrett Business Services Inc COM 068463108 349 6,646 SH   SOLE   6,646 0 0
Biogen Inc. COM 09062X103 4,900 17,273 SH   SOLE   17,273 0 0
Boston Beer Co. Inc. COM 100557107 989 1,120 SH   SOLE   1,120 0 0
CNO Financial Group, Inc. COM 12621E103 294 18,335 SH   SOLE   18,335 0 0
Cardinal Health Inc. COM 14149Y108 1,478 31,479 SH   SOLE   31,479 0 0
Charles River Laboratories COM 159864107 3,162 13,965 SH   SOLE   13,965 0 0
Charles Schwab Corp COM 808513105 33,532 925,521 SH   SOLE   925,521 0 0
Check Point Software COM M22465104 12,051 100,143 SH   SOLE   100,143 0 0
Chubb Limited COM H1467J104 15,551 133,920 SH   SOLE   133,920 0 0
Cigna Corporation COM 125523100 10,868 64,150 SH   SOLE   64,150 0 0
Cirrus Logic Inc. COM 172755100 1,837 27,240 SH   SOLE   27,240 0 0
Cisco Systems Inc. COM 17275R102 54,833 1,392,063 SH   SOLE   1,392,063 0 0
Citrix Systems Inc. COM 177376100 20,655 149,990 SH   SOLE   149,990 0 0
Cognizant Tech Solutions COM 192446102 12,423 178,960 SH   SOLE   178,960 0 0
Cohu, Inc. COM 192576106 1,780 103,636 SH   SOLE   103,636 0 0
Colfax Corporation COM 194014106 340 10,855 SH   SOLE   10,855 0 0
CyrusOne Inc COM 23283R100 313 4,465 SH   SOLE   4,465 0 0
Digital Realty Trust, Inc COM 253868103 29,962 204,156 SH   SOLE   204,156 0 0
Dime Community Bancshares COM 253922108 268 23,665 SH   SOLE   23,665 0 0
Diodes Inc. COM 254543101 1,843 32,640 SH   SOLE   32,640 0 0
Draftkings, Inc. COM 26142R104 9,385 159,505 SH   SOLE   159,505 0 0
Eventbrite Inc. Cl A COM 29975E109 489 45,058 SH   SOLE   45,058 0 0
Everest Re Group Ltd COM G3223R108 2,094 10,600 SH   SOLE   10,600 0 0
F5 Networks Inc. COM 315616102 1,292 10,525 SH   SOLE   10,525 0 0
Facebook, Inc. cl A COM 30303M102 74,446 284,255 SH   SOLE   284,255 0 0
FireEye, Inc. COM 31816Q101 324 26,210 SH   SOLE   26,210 0 0
Fortinet, Inc. COM 34959E109 1,307 11,090 SH   SOLE   11,090 0 0
Gentex Corporation COM 371901109 8,691 337,500 SH   SOLE   337,500 0 0
Gilead Sciences Inc. COM 375558103 18,834 298,060 SH   SOLE   298,060 0 0
Global Payments Inc. COM 37940X102 18,057 101,682 SH   SOLE   101,682 0 0
HP Inc. COM 40434L105 8,797 463,241 SH   SOLE   463,241 0 0
Hartford Financial Services COM 416515104 353 9,565 SH   SOLE   9,565 0 0
Hollysys Automation Technologs COM G45667105 295 26,700 SH   SOLE   26,700 0 0
IBM Corp COM 459200101 11,033 90,681 SH   SOLE   90,681 0 0
Illumina Inc COM 452327109 11,299 36,557 SH   SOLE   36,557 0 0
Innoviva, Inc. COM 45781M101 248 23,735 SH   SOLE   23,735 0 0
Intel Corporation COM 458140100 30,594 590,843 SH   SOLE   590,843 0 0
Intuitive Surgical, Inc. COM 46120E602 6,797 9,580 SH   SOLE   9,580 0 0
JPMorgan Chase & Co COM 46625H100 1,637 17,000 SH   SOLE   17,000 0 0
Jack Henry & Associates COM 426281101 2,588 15,915 SH   SOLE   15,915 0 0
Jazz Pharmaceuticals plc COM G50871105 521 3,655 SH   SOLE   3,655 0 0
Johnson & Johnson COM 478160104 1,361 9,143 SH   SOLE   9,143 0 0
Juniper Networks Inc COM 48203R104 1,167 54,302 SH   SOLE   54,302 0 0
KLA Corporation COM 482480100 68,798 355,105 SH   SOLE   355,105 0 0
Kadant Inc COM 48282T104 292 2,660 SH   SOLE   2,660 0 0
Kulicke & Soffa Industries COM 501242101 1,728 77,140 SH   SOLE   77,140 0 0
Laboratory Corp of America COM 50540R409 12,302 65,340 SH   SOLE   65,340 0 0
Lam Research Corporation COM 512807108 1,422 4,285 SH   SOLE   4,285 0 0
Lowes Companies Inc. COM 548661107 30,356 183,023 SH   SOLE   183,023 0 0
Magellan Health, Inc. COM 559079207 383 5,055 SH   SOLE   5,055 0 0
Mastercard Inc. COM 57636Q104 1,400 4,139 SH   SOLE   4,139 0 0
McKesson Corp COM 58155Q103 8,769 58,877 SH   SOLE   58,877 0 0
Medtronic PLC COM G5960L103 7,650 73,611 SH   SOLE   73,611 0 0
Mercer International Inc. COM 588056101 252 38,125 SH   SOLE   38,125 0 0
Merck & Co. Inc. COM 58933Y105 1,969 23,740 SH   SOLE   23,740 0 0
Microsoft Corporation COM 594918104 36,250 172,349 SH   SOLE   172,349 0 0
Mylan N.V. COM N59465109 269 18,120 SH   SOLE   18,120 0 0
NXP Semiconductors NV COM N6596X109 14,187 113,670 SH   SOLE   113,670 0 0
NetApp, Inc. COM 64110D104 11,634 265,365 SH   SOLE   265,365 0 0
NextGen Healthcare, Inc. COM 65343C102 1,570 123,210 SH   SOLE   123,210 0 0
Oracle Corporation COM 68389X105 27,511 460,823 SH   SOLE   460,823 0 0
Palo Alto Networks, Inc. COM 697435105 1,248 5,100 SH   SOLE   5,100 0 0
PayPal Holdings, Inc. COM 70450Y103 8,948 45,415 SH   SOLE   45,415 0 0
Paychex, Inc. COM 704326107 4,749 59,535 SH   SOLE   59,535 0 0
Paylocity Holding Corporation COM 70438V106 1,488 9,220 SH   SOLE   9,220 0 0
PepsiCo, Inc. COM 713448108 8,636 62,307 SH   SOLE   62,307 0 0
Perficient, Inc. COM 71375U101 1,613 37,745 SH   SOLE   37,745 0 0
Perspecta Inc COM 715347100 247 12,690 SH   SOLE   12,690 0 0
Pfizer Inc. COM 717081103 20,789 566,469 SH   SOLE   566,469 0 0
Pool Corporation COM 73278L105 345 1,030 SH   SOLE   1,030 0 0
PulteGroup, Inc. COM 745867101 408 8,820 SH   SOLE   8,820 0 0
Qualcomm Inc. COM 747525103 44,117 374,893 SH   SOLE   374,893 0 0
Quest Diagnostics Inc COM 74834L100 3,515 30,700 SH   SOLE   30,700 0 0
QuinStreet, Inc. COM 74874Q100 162 10,205 SH   SOLE   10,205 0 0
Regeneron Pharmaceuticals COM 75886F107 1,679 3,000 SH   SOLE   3,000 0 0
Republic Services Inc. COM 760759100 292 3,130 SH   SOLE   3,130 0 0
Salesforce.com Inc COM 79466L302 11,485 45,700 SH   SOLE   45,700 0 0
Science App Int'l Corp COM 808625107 444 5,665 SH   SOLE   5,665 0 0
Seagate Technology Plc COM G7945M107 3,095 62,813 SH   SOLE   62,813 0 0
Selective Insurance Group COM 816300107 334 6,490 SH   SOLE   6,490 0 0
Skyworks Solutions Inc COM 83088M102 22,488 154,560 SH   SOLE   154,560 0 0
SolarEdge Technologies, Inc. COM 83417M104 4,169 17,490 SH   SOLE   17,490 0 0
State Street Corp COM 857477103 7,552 127,280 SH   SOLE   127,280 0 0
Stryker Corp COM 863667101 1,711 8,210 SH   SOLE   8,210 0 0
Synnex Corporation COM 87162W100 894 6,380 SH   SOLE   6,380 0 0
Synopsys Inc. COM 871607107 23,041 107,677 SH   SOLE   107,677 0 0
Taylor Morrison Home Corp cl A COM 87724P106 369 15,015 SH   SOLE   15,015 0 0
Tesla, Inc. COM 88160R101 1,641 3,825 SH   SOLE   3,825 0 0
The Travelers Companies COM 89417E109 2,303 21,288 SH   SOLE   21,288 0 0
Truist Financial Corp COM 89832Q109 849 22,303 SH   SOLE   22,303 0 0
Ubiquiti Networks, Inc. COM 90353W103 1,447 8,685 SH   SOLE   8,685 0 0
United Therapeutics Corp. COM 91307C102 2,210 21,885 SH   SOLE   21,885 0 0
UnitedHealth Group, Inc. COM 91324P102 2,884 9,250 SH   SOLE   9,250 0 0
VISA Inc. COM 92826C839 24,703 123,532 SH   SOLE   123,532 0 0
VMware, Inc. Cl A COM 928563402 20,870 145,265 SH   SOLE   145,265 0 0
Verint Systems Inc. COM 92343X100 1,103 22,890 SH   SOLE   22,890 0 0
Vertex Pharmaceuticals COM 92532F100 5,208 19,140 SH   SOLE   19,140 0 0
Workiva Inc. Class A COM 98139A105 339 6,080 SH   SOLE   6,080 0 0
Xilinx Inc. COM 983919101 59,667 572,396 SH   SOLE   572,396 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102 14,240 104,596 SH   SOLE   104,596 0 0
eBay Inc. COM 278642103 28,574 548,440 SH   SOLE   548,440 0 0
BRISTOL MYERS SQUIBB C CONTNGN RT 110122157 70 31,295 SH   SOLE   31,295 0 0
AllianceBernstein Hldg LTD 01881G106 292 10,785 SH   SOLE   10,785 0 0
Glaxo Smithkline ADS ADR 37733W105 7,973 211,815 SH   SOLE   211,815 0 0
IQIYI, INC. ADR 46267X108 888 39,305 SH   SOLE   39,305 0 0
Novartis AG ADR 66987V109 20,821 239,427 SH   SOLE   239,427 0 0
Novo-Nordisk A/S ADR 670100205 2,254 32,460 SH   SOLE   32,460 0 0
Roche Holdings Ltd ADR 771195104 4,621 107,945 SH   SOLE   107,945 0 0
Sanofi ADS ADR 80105N105 2,176 43,380 SH   SOLE   43,380 0 0
Silicon Motion Tech ADS ADR 82706C108 1,205 31,905 SH   SOLE   31,905 0 0
TAL Education Group ADS ADR 874080104 556 7,315 SH   SOLE   7,315 0 0
Tencent Holdings Ltd. ADR 88032Q109 2,181 32,245 SH   SOLE   32,245 0 0