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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMN Healthcare Services COM 001744101   897,046 10,813 SH   SOLE   10,813 0 0
AbbVie Inc. COM 00287Y109   2,362,342 14,823 SH   SOLE   14,823 0 0
Accenture Plc COM G1151C101   14,416,256 50,440 SH   SOLE   50,440 0 0
Activision Blizzard, Inc. COM 00507V109   2,660,736 31,087 SH   SOLE   31,087 0 0
Adtalem Global Education Inc. COM 00737L103   722,040 18,696 SH   SOLE   18,696 0 0
Advanced Energy Industries COM 007973100   3,242,036 33,082 SH   SOLE   33,082 0 0
Advanced Micro Devices COM 007903107   10,532,253 107,461 SH   SOLE   107,461 0 0
Akamai Technologies Inc. COM 00971T101   13,707,511 175,064 SH   SOLE   175,064 0 0
Alcon Inc COM H01301128   14,537,296 206,086 SH   SOLE   206,086 0 0
Alphabet Inc. Class A COM 02079K305   32,628,790 314,555 SH   SOLE   314,555 0 0
Alphabet Inc. Class C COM 02079K107   82,605,640 794,285 SH   SOLE   794,285 0 0
Amazon.com Inc. COM 023135106   83,533,722 808,730 SH   SOLE   808,730 0 0
Ambarella, Inc. COM G037AX101   3,093,548 39,958 SH   SOLE   39,958 0 0
Amdocs Limited COM G02602103   11,959,480 124,539 SH   SOLE   124,539 0 0
AmerisourceBergen Corp COM 03073E105   2,626,444 16,404 SH   SOLE   16,404 0 0
Amgen Inc. COM 031162100   35,709,909 147,714 SH   SOLE   147,714 0 0
Amphenol Corp. COM 032095101   7,606,988 93,086 SH   SOLE   93,086 0 0
Apple Inc. COM 037833100   36,693,548 222,520 SH   SOLE   222,520 0 0
Applied Industrial Tech COM 03820C105   3,097,439 21,793 SH   SOLE   21,793 0 0
Artisan Partners Asset Mangmnt COM 04316A108   655,366 20,493 SH   SOLE   20,493 0 0
Asbury Automotive Group COM 043436104   1,222,410 5,821 SH   SOLE   5,821 0 0
Assurant, Inc. COM 04621X108   5,109,099 42,551 SH   SOLE   42,551 0 0
Atlantic Union Bankshares Corp COM 04911A107   802,575 22,898 SH   SOLE   22,898 0 0
Bank of New York Mellon Corp. COM 064058100   5,298,091 116,595 SH   SOLE   116,595 0 0
Barrett Business Services Inc COM 068463108   886,577 10,002 SH   SOLE   10,002 0 0
Bio-Rad Laboratories Cl A COM 090572207   2,342,408 4,890 SH   SOLE   4,890 0 0
Biogen Inc. COM 09062X103   1,721,006 6,190 SH   SOLE   6,190 0 0
CF Industries Holdings, Inc. COM 125269100   205,872 2,840 SH   SOLE   2,840 0 0
CNO Financial Group, Inc. COM 12621E103   429,021 19,334 SH   SOLE   19,334 0 0
CSG Systems International COM 126349109   940,233 17,509 SH   SOLE   17,509 0 0
CVS Health Corporation COM 126650100   1,114,650 15,000 SH   SOLE   15,000 0 0
Calix, Inc. COM 13100M509   819,552 15,293 SH   SOLE   15,293 0 0
Cardinal Health Inc. COM 14149Y108   2,957,561 39,173 SH   SOLE   39,173 0 0
Carlisle Companies Inc. COM 142339100   410,317 1,815 SH   SOLE   1,815 0 0
Centene Corporation COM 15135B101   1,257,879 19,900 SH   SOLE   19,900 0 0
Charles Schwab Corp COM 808513105   29,505,878 563,304 SH   SOLE   563,304 0 0
Check Point Software COM M22465104   7,688,590 59,143 SH   SOLE   59,143 0 0
Chubb Limited COM H1467J104   16,913,032 87,100 SH   SOLE   87,100 0 0
Cirrus Logic Inc. COM 172755100   3,919,085 35,830 SH   SOLE   35,830 0 0
Cisco Systems Inc. COM 17275R102   65,746,599 1,257,706 SH   SOLE   1,257,706 0 0
Cognizant Tech Solutions COM 192446102   11,175,949 183,423 SH   SOLE   183,423 0 0
Cohu, Inc. COM 192576106   3,501,283 91,203 SH   SOLE   91,203 0 0
Concentrix Corporation COM 20602D101   729,300 6,000 SH   SOLE   6,000 0 0
Coterra Energy COM 127097103   1,510,216 61,541 SH   SOLE   61,541 0 0
Curtiss-Wright Corp. COM 231561101   285,541 1,620 SH   SOLE   1,620 0 0
Diodes Inc. COM 254543101   5,052,915 54,473 SH   SOLE   54,473 0 0
ESAB Corp COM 29605J106   213,715 3,618 SH   SOLE   3,618 0 0
Edgewell Personal Care Company COM 28035Q102   785,025 18,506 SH   SOLE   18,506 0 0
Elevance Health, Inc. COM 036752103   1,925,224 4,187 SH   SOLE   4,187 0 0
Energizer Holdings COM 29272W109   556,623 16,041 SH   SOLE   16,041 0 0
Ensign Group, Inc. (The) COM 29358P101   3,157,788 33,052 SH   SOLE   33,052 0 0
Exelixis Inc. COM 30161Q104   2,404,821 123,896 SH   SOLE   123,896 0 0
F5 Networks Inc. COM 315616102   1,533,387 10,525 SH   SOLE   10,525 0 0
Fortinet, Inc. COM 34959E109   1,382,368 20,800 SH   SOLE   20,800 0 0
Gilead Sciences Inc. COM 375558103   9,850,639 118,725 SH   SOLE   118,725 0 0
Global Payments Inc. COM 37940X102   10,924,228 103,803 SH   SOLE   103,803 0 0
Hartford Financial Services COM 416515104   635,573 9,120 SH   SOLE   9,120 0 0
Humana Inc. COM 444859102   1,810,766 3,730 SH   SOLE   3,730 0 0
IBM Corp COM 459200101   2,919,089 22,268 SH   SOLE   22,268 0 0
Illumina Inc COM 452327109   1,998,535 8,594 SH   SOLE   8,594 0 0
Intel Corporation COM 458140100   5,616,986 171,931 SH   SOLE   171,931 0 0
Intuitive Surgical, Inc. COM 46120E602   3,550,522 13,898 SH   SOLE   13,898 0 0
Ironwood Pharmaceuticals, Inc. COM 46333X108   2,327,960 221,289 SH   SOLE   221,289 0 0
JPMorgan Chase & Co COM 46625H100   23,270,239 178,576 SH   SOLE   178,576 0 0
Jack Henry & Associates COM 426281101   1,639,080 10,875 SH   SOLE   10,875 0 0
Jazz Pharmaceuticals plc COM G50871105   2,011,599 13,747 SH   SOLE   13,747 0 0
Johnson & Johnson COM 478160104   1,447,545 9,339 SH   SOLE   9,339 0 0
KLA Corporation COM 482480100   68,890,511 172,584 SH   SOLE   172,584 0 0
Kadant Inc COM 48282T104   973,371 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   1,115,364 17,637 SH   SOLE   17,637 0 0
Korn Ferry COM 500643200   1,170,773 22,628 SH   SOLE   22,628 0 0
Kulicke & Soffa Industries COM 501242101   4,173,206 79,203 SH   SOLE   79,203 0 0
Laboratory Corp of America COM 50540R409   17,204,204 74,990 SH   SOLE   74,990 0 0
Lam Research Corporation COM 512807108   1,855,420 3,500 SH   SOLE   3,500 0 0
Lockheed Martin Corp. COM 539830109   8,239,684 17,430 SH   SOLE   17,430 0 0
Lowes Companies Inc. COM 548661107   25,823,468 129,137 SH   SOLE   129,137 0 0
Mastercard Inc. COM 57636Q104   11,964,184 32,922 SH   SOLE   32,922 0 0
McKesson Corp COM 58155Q103   10,610,290 29,800 SH   SOLE   29,800 0 0
Medtronic PLC COM G5960L103   2,243,291 27,825 SH   SOLE   27,825 0 0
Merck & Co. Inc. COM 58933Y105   2,464,524 23,165 SH   SOLE   23,165 0 0
Meta Platforms, Inc. COM 30303M102   41,602,762 196,295 SH   SOLE   196,295 0 0
Microchip Technology Inc COM 595017104   10,328,734 123,284 SH   SOLE   123,284 0 0
Microsoft Corporation COM 594918104   31,073,839 107,783 SH   SOLE   107,783 0 0
Moderna Inc. COM 60770K107   2,008,980 13,081 SH   SOLE   13,081 0 0
Molina Healthcare, Inc. COM 60855R100   1,469,858 5,495 SH   SOLE   5,495 0 0
Murphy USA, Inc. COM 626755102   222,955 864 SH   SOLE   864 0 0
NVIDIA Corp COM 67066G104   9,808,336 35,311 SH   SOLE   35,311 0 0
NXP Semiconductors NV COM N6596X109   36,787,042 197,276 SH   SOLE   197,276 0 0
NetApp, Inc. COM 64110D104   12,604,565 197,409 SH   SOLE   197,409 0 0
NextGen Healthcare, Inc. COM 65343C102   2,430,123 139,582 SH   SOLE   139,582 0 0
Nordson Corporation COM 655663102   2,190,150 9,854 SH   SOLE   9,854 0 0
Oracle Corporation COM 68389X105   26,287,811 282,908 SH   SOLE   282,908 0 0
PayPal Holdings, Inc. COM 70450Y103   4,044,792 53,263 SH   SOLE   53,263 0 0
Paychex, Inc. COM 704326107   5,743,136 50,119 SH   SOLE   50,119 0 0
Paylocity Holding Corporation COM 70438V106   1,435,192 7,220 SH   SOLE   7,220 0 0
PepsiCo, Inc. COM 713448108   2,541,262 13,940 SH   SOLE   13,940 0 0
Perficient, Inc. COM 71375U101   2,465,144 34,148 SH   SOLE   34,148 0 0
Pfizer Inc. COM 717081103   13,105,527 321,214 SH   SOLE   321,214 0 0
Pool Corporation COM 73278L105   352,713 1,030 SH   SOLE   1,030 0 0
Premier, Inc. Class A COM 74051N102   903,350 27,907 SH   SOLE   27,907 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   884,523 14,123 SH   SOLE   14,123 0 0
Qorvo, Inc. COM 74736K101   10,169,392 100,122 SH   SOLE   100,122 0 0
Qualcomm Inc. COM 747525103   44,002,640 344,902 SH   SOLE   344,902 0 0
Quest Diagnostics Inc COM 74834L100   3,903,150 27,588 SH   SOLE   27,588 0 0
Regeneron Pharmaceuticals COM 75886F107   8,046,614 9,793 SH   SOLE   9,793 0 0
Republic Services Inc. COM 760759100   423,239 3,130 SH   SOLE   3,130 0 0
Salesforce, Inc COM 79466L302   5,779,436 28,929 SH   SOLE   28,929 0 0
Science App Int'l Corp COM 808625107   1,608,891 14,972 SH   SOLE   14,972 0 0
Seagate Technology COM G7997R103   398,505 6,027 SH   SOLE   6,027 0 0
Selective Insurance Group COM 816300107   823,175 8,635 SH   SOLE   8,635 0 0
SolarEdge Technologies, Inc. COM 83417M104   2,704,243 8,897 SH   SOLE   8,897 0 0
State Street Corp COM 857477103   7,063,371 93,320 SH   SOLE   93,320 0 0
Stryker Corp COM 863667101   1,564,947 5,482 SH   SOLE   5,482 0 0
Synopsys Inc. COM 871607107   26,860,597 69,542 SH   SOLE   69,542 0 0
Tenet Healthcare Corp COM 88033G407   250,812 4,221 SH   SOLE   4,221 0 0
Tesla, Inc. COM 88160R101   1,206,795 5,817 SH   SOLE   5,817 0 0
The Cigna Group COM 125523100   10,118,221 39,597 SH   SOLE   39,597 0 0
The Travelers Companies COM 89417E109   487,319 2,843 SH   SOLE   2,843 0 0
Thor Industries Inc. COM 885160101   277,944 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   728,063 17,143 SH   SOLE   17,143 0 0
Transdigm Group, Inc. COM 893641100   394,322 535 SH   SOLE   535 0 0
Ubiquiti Networks, Inc. COM 90353W103   1,538,580 5,663 SH   SOLE   5,663 0 0
United Therapeutics Corp. COM 91307C102   2,109,927 9,421 SH   SOLE   9,421 0 0
UnitedHealth Group, Inc. COM 91324P102   1,970,228 4,169 SH   SOLE   4,169 0 0
V2X, Inc. COM 92242T101   1,030,813 25,952 SH   SOLE   25,952 0 0
VISA Inc. COM 92826C839   27,645,680 122,619 SH   SOLE   122,619 0 0
VMware, Inc. Cl A COM 928563402   17,971,284 143,943 SH   SOLE   143,943 0 0
Verint Systems Inc. COM 92343X100   1,228,659 32,993 SH   SOLE   32,993 0 0
Vertex Pharmaceuticals COM 92532F100   2,525,601 8,016 SH   SOLE   8,016 0 0
Viatris, Inc. COM 92556V106   174,314 18,120 SH   SOLE   18,120 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   13,628,016 105,480 SH   SOLE   105,480 0 0
eBay Inc. COM 278642103   20,137,857 453,862 SH   SOLE   453,862 0 0
AllianceBernstein Hldg LTD 01881G106   848,704 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   16,261,784 176,759 SH   SOLE   176,759 0 0
Silicon Motion Tech ADS ADR 82706C108   2,393,642 36,533 SH   SOLE   36,533 0 0