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
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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
Accenture Plc COM G1151C101   17,452,853 50,353 SH   SOLE   50,353 0 0
Advanced Energy Industries COM 007973100   2,888,889 28,328 SH   SOLE   28,328 0 0
Advanced Micro Devices COM 007903107   18,467,015 102,316 SH   SOLE   102,316 0 0
Akamai Technologies Inc. COM 00971T101   17,430,204 160,263 SH   SOLE   160,263 0 0
Alcon Inc COM H01301128   13,611,895 163,428 SH   SOLE   163,428 0 0
Alphabet Inc. Class A COM 02079K305   42,627,462 282,432 SH   SOLE   282,432 0 0
Alphabet Inc. Class C COM 02079K107   94,558,637 621,034 SH   SOLE   621,034 0 0
Amazon.com Inc. COM 023135106   108,354,988 600,704 SH   SOLE   600,704 0 0
Ambarella, Inc. COM G037AX101   472,719 9,311 SH   SOLE   9,311 0 0
Amdocs Limited COM G02602103   11,308,631 125,137 SH   SOLE   125,137 0 0
Amgen Inc. COM 031162100   35,732,179 125,676 SH   SOLE   125,676 0 0
Amphenol Corp. COM 032095101   10,740,469 93,112 SH   SOLE   93,112 0 0
Apple Inc. COM 037833100   19,359,063 112,894 SH   SOLE   112,894 0 0
Applied Industrial Tech COM 03820C105   5,012,239 25,372 SH   SOLE   25,372 0 0
Artisan Partners Asset Mangmnt COM 04316A108   564,253 12,328 SH   SOLE   12,328 0 0
Asbury Automotive Group COM 043436104   848,101 3,597 SH   SOLE   3,597 0 0
Assurant, Inc. COM 04621X108   7,831,349 41,603 SH   SOLE   41,603 0 0
Bank of New York Mellon Corp. COM 064058100   6,312,240 109,549 SH   SOLE   109,549 0 0
Barrett Business Services Inc COM 068463108   1,267,453 10,002 SH   SOLE   10,002 0 0
Bio-Rad Laboratories Cl A COM 090572207   1,420,488 4,107 SH   SOLE   4,107 0 0
Biogen Inc. COM 09062X103   1,334,750 6,190 SH   SOLE   6,190 0 0
Broadcom Limited COM 11135F101   23,571,091 17,784 SH   SOLE   17,784 0 0
CF Industries Holdings, Inc. COM 125269100   346,070 4,159 SH   SOLE   4,159 0 0
CNO Financial Group, Inc. COM 12621E103   574,964 20,923 SH   SOLE   20,923 0 0
CSG Systems International COM 126349109   515,400 10,000 SH   SOLE   10,000 0 0
Cardinal Health Inc. COM 14149Y108   3,076,467 27,493 SH   SOLE   27,493 0 0
Carlisle Companies Inc. COM 142339100   711,208 1,815 SH   SOLE   1,815 0 0
Cencora, Inc. COM 03073E105   3,341,841 13,753 SH   SOLE   13,753 0 0
Centene Corporation COM 15135B101   2,162,909 27,560 SH   SOLE   27,560 0 0
Charles Schwab Corp COM 808513105   34,060,558 470,840 SH   SOLE   470,840 0 0
Check Point Software COM M22465104   9,677,902 59,008 SH   SOLE   59,008 0 0
Chubb Limited COM H1467J104   18,184,482 70,175 SH   SOLE   70,175 0 0
Cirrus Logic Inc. COM 172755100   3,150,928 34,042 SH   SOLE   34,042 0 0
Cisco Systems Inc. COM 17275R102   58,283,864 1,167,779 SH   SOLE   1,167,779 0 0
Clear Secure, Inc. COM 18467V109   1,382,401 64,993 SH   SOLE   64,993 0 0
Cognizant Tech Solutions COM 192446102   10,763,580 146,863 SH   SOLE   146,863 0 0
Cohu, Inc. COM 192576106   2,772,489 83,183 SH   SOLE   83,183 0 0
Concentrix Corporation COM 20602D101   869,733 13,134 SH   SOLE   13,134 0 0
Coterra Energy COM 127097103   2,133,963 76,541 SH   SOLE   76,541 0 0
CrowdStrike Holdings, Inc. COM 22788C105   2,460,849 7,676 SH   SOLE   7,676 0 0
Curtiss-Wright Corp. COM 231561101   414,623 1,620 SH   SOLE   1,620 0 0
Danaher Corporation COM 235851102   1,977,782 7,920 SH   SOLE   7,920 0 0
Diodes Inc. COM 254543101   3,840,346 54,473 SH   SOLE   54,473 0 0
ESAB Corp COM 29605J106   1,060,256 9,589 SH   SOLE   9,589 0 0
Edgewell Personal Care Company COM 28035Q102   715,072 18,506 SH   SOLE   18,506 0 0
Elevance Health, Inc. COM 036752103   2,506,104 4,833 SH   SOLE   4,833 0 0
Energizer Holdings COM 29272W109   548,879 18,644 SH   SOLE   18,644 0 0
Enphase Energy, Inc. COM 29355A107   274,625 2,270 SH   SOLE   2,270 0 0
Ensign Group, Inc. (The) COM 29358P101   2,614,189 21,011 SH   SOLE   21,011 0 0
Exelixis Inc. COM 30161Q104   2,883,598 121,517 SH   SOLE   121,517 0 0
F5 Networks Inc. COM 315616102   2,646,866 13,961 SH   SOLE   13,961 0 0
Fortinet, Inc. COM 34959E109   1,774,694 25,980 SH   SOLE   25,980 0 0
Gilead Sciences Inc. COM 375558103   6,122,430 83,583 SH   SOLE   83,583 0 0
Global Payments Inc. COM 37940X102   13,855,463 103,662 SH   SOLE   103,662 0 0
Hartford Financial Services COM 416515104   646,433 6,273 SH   SOLE   6,273 0 0
Humana Inc. COM 444859102   1,693,034 4,883 SH   SOLE   4,883 0 0
IBM Corp COM 459200101   1,249,340 6,542 SH   SOLE   6,542 0 0
ICF International, Inc. COM 44925C103   1,005,003 6,672 SH   SOLE   6,672 0 0
InMode Ltd COM M5425M103   441,536 20,432 SH   SOLE   20,432 0 0
Incyte Corp COM 45337C102   1,112,168 19,522 SH   SOLE   19,522 0 0
Intel Corporation COM 458140100   7,883,285 178,476 SH   SOLE   178,476 0 0
Intuitive Surgical, Inc. COM 46120E602   4,314,163 10,810 SH   SOLE   10,810 0 0
Ironwood Pharmaceuticals, Inc. COM 46333X108   534,655 61,384 SH   SOLE   61,384 0 0
JPMorgan Chase & Co COM 46625H100   31,051,391 155,024 SH   SOLE   155,024 0 0
Jack Henry & Associates COM 426281101   2,202,516 12,786 SH   SOLE   12,786 0 0
Jazz Pharmaceuticals plc COM G50871105   1,607,005 13,345 SH   SOLE   13,345 0 0
Johnson & Johnson COM 478160104   1,610,849 10,183 SH   SOLE   10,183 0 0
KLA Corporation COM 482480100   101,072,730 144,685 SH   SOLE   144,685 0 0
Kadant Inc COM 48282T104   1,531,571 4,668 SH   SOLE   4,668 0 0
Kforce Inc. COM 493732101   1,075,783 15,255 SH   SOLE   15,255 0 0
Korn Ferry COM 500643200   812,004 12,348 SH   SOLE   12,348 0 0
Kulicke & Soffa Industries COM 501242101   4,397,798 87,414 SH   SOLE   87,414 0 0
Laboratory Corp of America COM 50540R409   13,832,082 63,316 SH   SOLE   63,316 0 0
Lam Research Corporation COM 512807108   2,885,563 2,970 SH   SOLE   2,970 0 0
Lockheed Martin Corp. COM 539830109   7,915,193 17,401 SH   SOLE   17,401 0 0
Lowes Companies Inc. COM 548661107   27,004,260 106,011 SH   SOLE   106,011 0 0
Mastercard Inc. COM 57636Q104   15,836,429 32,885 SH   SOLE   32,885 0 0
McKesson Corp COM 58155Q103   12,963,317 24,147 SH   SOLE   24,147 0 0
Medtronic PLC COM G5960L103   1,452,093 16,662 SH   SOLE   16,662 0 0
Merck & Co. Inc. COM 58933Y105   2,265,318 17,168 SH   SOLE   17,168 0 0
Meta Platforms, Inc. COM 30303M102   80,086,907 164,930 SH   SOLE   164,930 0 0
Microchip Technology Inc COM 595017104   11,065,639 123,349 SH   SOLE   123,349 0 0
Microsoft Corporation COM 594918104   45,288,825 107,646 SH   SOLE   107,646 0 0
Molina Healthcare, Inc. COM 60855R100   2,532,356 6,164 SH   SOLE   6,164 0 0
Murphy USA, Inc. COM 626755102   429,261 1,024 SH   SOLE   1,024 0 0
NVIDIA Corp COM 67066G104   31,274,922 34,613 SH   SOLE   34,613 0 0
NXP Semiconductors NV COM N6596X109   46,924,296 189,387 SH   SOLE   189,387 0 0
NetApp, Inc. COM 64110D104   20,695,255 197,154 SH   SOLE   197,154 0 0
Nordson Corporation COM 655663102   2,705,317 9,854 SH   SOLE   9,854 0 0
Oracle Corporation COM 68389X105   35,488,091 282,526 SH   SOLE   282,526 0 0
Parsons Corp COM 70202L102   2,388,130 28,790 SH   SOLE   28,790 0 0
PayPal Holdings, Inc. COM 70450Y103   2,446,274 36,517 SH   SOLE   36,517 0 0
Paychex, Inc. COM 704326107   4,434,922 36,115 SH   SOLE   36,115 0 0
Paylocity Holding Corporation COM 70438V106   1,534,710 8,930 SH   SOLE   8,930 0 0
Perficient, Inc. COM 71375U101   1,922,191 34,148 SH   SOLE   34,148 0 0
Pfizer Inc. COM 717081103   8,310,292 299,470 SH   SOLE   299,470 0 0
Pool Corporation COM 73278L105   415,605 1,030 SH   SOLE   1,030 0 0
Prestige Cons Healthcare, Inc. COM 74112D101   1,038,116 14,307 SH   SOLE   14,307 0 0
Progyny, Inc. COM 74340E103   2,256,344 59,144 SH   SOLE   59,144 0 0
Qorvo, Inc. COM 74736K101   11,483,804 100,007 SH   SOLE   100,007 0 0
Qualcomm Inc. COM 747525103   54,218,471 320,251 SH   SOLE   320,251 0 0
Quest Diagnostics Inc COM 74834L100   2,399,308 18,025 SH   SOLE   18,025 0 0
Regeneron Pharmaceuticals COM 75886F107   9,457,427 9,826 SH   SOLE   9,826 0 0
Republic Services Inc. COM 760759100   651,853 3,405 SH   SOLE   3,405 0 0
Revvity, Inc. COM 714046109   1,842,855 17,551 SH   SOLE   17,551 0 0
Salesforce, Inc COM 79466L302   5,484,488 18,210 SH   SOLE   18,210 0 0
Science App Int'l Corp COM 808625107   2,368,665 18,166 SH   SOLE   18,166 0 0
Seagate Technology COM G7997R103   490,373 5,270 SH   SOLE   5,270 0 0
Selective Insurance Group COM 816300107   822,050 7,530 SH   SOLE   7,530 0 0
State Street Corp COM 857477103   4,541,859 58,741 SH   SOLE   58,741 0 0
Stryker Corp COM 863667101   1,961,843 5,482 SH   SOLE   5,482 0 0
Synopsys Inc. COM 871607107   39,532,941 69,174 SH   SOLE   69,174 0 0
Tenet Healthcare Corp COM 88033G407   506,946 4,823 SH   SOLE   4,823 0 0
Tesla, Inc. COM 88160R101   1,046,071 5,817 SH   SOLE   5,817 0 0
The Cigna Group COM 125523100   16,271,269 44,801 SH   SOLE   44,801 0 0
Thermo Fisher Scientific, Inc. COM 883556102   2,404,466 4,137 SH   SOLE   4,137 0 0
Thor Industries Inc. COM 885160101   409,517 3,490 SH   SOLE   3,490 0 0
Tower Semiconductor Ltd COM M87915274   659,701 19,997 SH   SOLE   19,997 0 0
Transdigm Group, Inc. COM 893641100   554,220 450 SH   SOLE   450 0 0
United Therapeutics Corp. COM 91307C102   2,135,477 9,296 SH   SOLE   9,296 0 0
UnitedHealth Group, Inc. COM 91324P102   2,062,404 4,169 SH   SOLE   4,169 0 0
V2X, Inc. COM 92242T101   766,558 16,411 SH   SOLE   16,411 0 0
VISA Inc. COM 92826C839   33,757,517 120,960 SH   SOLE   120,960 0 0
Veeva Systems Inc. COM 922475108   2,368,103 10,221 SH   SOLE   10,221 0 0
Verint Systems Inc. COM 92343X100   414,309 12,498 SH   SOLE   12,498 0 0
Vertex Pharmaceuticals COM 92532F100   2,031,111 4,859 SH   SOLE   4,859 0 0
Viatris, Inc. COM 92556V106   216,353 18,120 SH   SOLE   18,120 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   11,386,311 86,273 SH   SOLE   86,273 0 0
Zscaler, Inc. COM 98980G102   1,843,084 9,568 SH   SOLE   9,568 0 0
eBay Inc. COM 278642103   23,588,649 446,924 SH   SOLE   446,924 0 0
AllianceBernstein Hldg LTD 01881G106   806,454 23,214 SH   SOLE   23,214 0 0
Novartis AG ADR 66987V109   14,718,197 152,158 SH   SOLE   152,158 0 0
Sandoz Group AG ADR 799926100   772,727 25,672 SH   SOLE   25,672 0 0
Silicon Motion Tech ADS ADR 82706C108   2,370,521 30,810 SH   SOLE   30,810 0 0