AAON, Inc. COMMON STOCKS 000360206 3280193 39635 SH SOLE 7113 0 32522 APi Group Corp. COMMON STOCKS 00187Y100 3104675 80432 SH SOLE 14278 0 66154 AbbVie, Inc. COMMON STOCKS 00287Y109 40653179 155408 SH SOLE 74357 0 81051 Advanced Energy Industries, In COMMON STOCKS 007973100 4085826 14498 SH SOLE 2603 0 11895 Advanced Micro Devices, Inc. COMMON STOCKS 007903107 2377911 3887 SH SOLE 1251 0 2636 Alignment Healthcare, Inc. COMMON STOCKS 01625V104 923957 113230 SH SOLE 20308 0 92922 Alphabet, Inc. Class A COMMON STOCKS 02079K305 5538656 16097 SH SOLE 7276 0 8821 Alphabet, Inc. Class C COMMON STOCKS 02079K107 6776637 19888 SH SOLE 18688 0 1200 Amazon.com, Inc. COMMON STOCKS 023135106 7708950 30941 SH SOLE 25312 0 5629 American Superconductor Corp. COMMON STOCKS 030111207 2025066 69566 SH SOLE 12412 0 57154 Amneal Pharmaceuticals, Inc. COMMON STOCKS 03168L105 1858781 92293 SH SOLE 16590 0 75703 Amphenol Corp. COMMON STOCKS 032095101 52182627 619011 SH SOLE 300336 0 318675 Analog Devices, Inc. COMMON STOCKS 032654105 46740372 117820 SH SOLE 63105 0 54715 Apple, Inc. COMMON STOCKS 037833100 95448633 286615 SH SOLE 141217 0 145398 Boot Barn Holdings, Inc. COMMON STOCKS 099406100 1652487 13717 SH SOLE 2437 0 11280 Broadcom, Inc. COMMON STOCKS 11135F101 62356945 177559 SH SOLE 95331 0 82228 Century Communities, Inc. COMMON STOCKS 156504300 1705798 28312 SH SOLE 5026 0 23286 Commvault Systems, Inc. COMMON STOCKS 204166102 2487023 16589 SH SOLE 2981 0 13608 Concentra Group Holdings Paren COMMON STOCKS 20603L102 1787396 51929 SH SOLE 9334 0 42595 ConocoPhillips COMMON STOCKS 20825C104 306743 2451 SH SOLE 691 0 1760 Corcept Therapeutics, Inc. COMMON STOCKS 218352102 2148118 18642 SH SOLE 3316 0 15326 Costco Wholesale Corp. COMMON STOCKS 22160K105 459722 505 SH SOLE 505 0 0 Curtiss-Wright Corp. COMMON STOCKS 231561101 3019832 5553 SH SOLE 996 0 4557 Dycom Industries, Inc. COMMON STOCKS 267475101 3621817 13460 SH SOLE 2414 0 11046 Eaton Corp. plc COMMON STOCKS G29183103 49983008 116318 SH SOLE 55814 0 60504 Eli Lilly & Co. COMMON STOCKS 532457108 61745260 53363 SH SOLE 28144 0 25219 Emerson Electric Co. COMMON STOCKS 291011104 37112638 239282 SH SOLE 119415 0 119867 Ensign Group, Inc. COMMON STOCKS 29358P101 3541308 20589 SH SOLE 3657 0 16932 Evercore, Inc. COMMON STOCKS 29977A105 2784348 10813 SH SOLE 1921 0 8892 ExlService Holdings, Inc. COMMON STOCKS 302081104 4341747 126287 SH SOLE 22680 0 103607 ExxonMobil Holdings Corp. COMMON STOCKS 30231G102 835396 5133 SH SOLE 905 0 4228 Fabrinet COMMON STOCKS G3323L100 4063234 9577 SH SOLE 1713 0 7864 Fiserv, Inc. COMMON STOCKS 337738108 472583 10460 SH SOLE 5740 0 4720 Halozyme Therapeutics, Inc. COMMON STOCKS 40637H109 4303502 38981 SH SOLE 6926 0 32055 Honeywell Aerospace, Inc. COMMON STOCKS 43849R105 250741 1618 SH SOLE 1546 0 72 Honeywell International, Inc. COMMON STOCKS 438516106 341301 1618 SH SOLE 1546 0 72 Jacobs Solutions, Inc. COMMON STOCKS 46982L108 864781 6393 SH SOLE 6035 0 358 Johnson & Johnson COMMON STOCKS 478160104 252827 955 SH SOLE 455 0 500 Johnson Controls Intl PLC COMMON STOCKS G51502105 535140 3600 SH SOLE 0 0 3600 KLA Corp. COMMON STOCKS 482480100 67447339 346008 SH SOLE 182783 0 163225 Knife River Corp. COMMON STOCKS 498894104 950064 18843 SH SOLE 3366 0 15477 Lantheus Holdings, Inc. COMMON STOCKS 516544103 3780348 37982 SH SOLE 6751 0 31231 Lennox International, Inc. COMMON STOCKS 526107107 13285558 37422 SH SOLE 18291 0 19131 Limbach Holdings, Inc. COMMON STOCKS 53263P105 1324731 27074 SH SOLE 4858 0 22216 Lithia Motors, Inc. COMMON STOCKS 536797103 2688046 9211 SH SOLE 1655 0 7556 Lowe's Companies, Inc. COMMON STOCKS 548661107 25518083 138467 SH SOLE 69700 0 68767 MYR Group,Inc. COMMON STOCKS 55405W104 1928481 6594 SH SOLE 1183 0 5411 Magnolia Oil & Gas Corp. Cl A COMMON STOCKS 559663109 2453437 104446 SH SOLE 18551 0 85895 Mastercard, Inc. COMMON STOCKS 57636Q104 23920563 43376 SH SOLE 21416 0 21960 Medpace Holdings, Inc. COMMON STOCKS 58506Q109 5866668 9399 SH SOLE 1688 0 7711 Meta Platforms, Inc. COMMON STOCKS 30303M102 2054435 2833 SH SOLE 964 0 1869 Microsoft Corp. COMMON STOCKS 594918104 73569350 143438 SH SOLE 69813 0 73625 Modine Manufacturing Co. COMMON STOCKS 607828100 6620890 35368 SH SOLE 7639 0 27729 Moelis COMMON STOCKS 60786M105 1049050 18238 SH SOLE 3253 0 14985 Moody's Corp. COMMON STOCKS 615369105 19930403 43887 SH SOLE 21982 0 21905 Motorola Solutions, Inc. COMMON STOCKS 620076307 36061134 80860 SH SOLE 39416 0 41444 NVIDIA Corp. COMMON STOCKS 67066G104 6056409 26519 SH SOLE 8375 0 18144 Nasdaq, Inc. COMMON STOCKS 631103108 30333489 329676 SH SOLE 159293 0 170383 Netflix, Inc. COMMON STOCKS 64110L106 551561 7927 SH SOLE 2541 0 5386 O Reilly Automotive COMMON STOCKS 67103H107 684134 8010 SH SOLE 0 0 8010 Ollie's Bargain Outlet Holding COMMON STOCKS 681116109 1888754 22052 SH SOLE 3923 0 18129 Onto Innovation, Inc. COMMON STOCKS 683344105 5929229 19262 SH SOLE 3461 0 15801 Oracle Corp. COMMON STOCKS 68389x105 1039361 7570 SH SOLE 2991 0 4579 PepsiCo, Inc. COMMON STOCKS 713448108 22576055 178157 SH SOLE 86192 0 91965 Plexus Corp. COMMON STOCKS 729132100 2771550 10621 SH SOLE 1929 0 8692 Primo Brands Corp. COMMON STOCKS 741623102 2234565 117300 SH SOLE 21086 0 96214 RTX Corp. COMMON STOCKS 75513E101 39021925 210191 SH SOLE 107086 0 103105 RadNet, Inc. COMMON STOCKS 750491102 1917842 27819 SH SOLE 5106 0 22713 Rambus, Inc. COMMON STOCKS 750917106 4736621 44367 SH SOLE 7901 0 36466 Ryman Hospitality Properties, COMMON STOCKS 78377T107 2461959 20597 SH SOLE 3699 0 16898 Semtech Corp. COMMON STOCKS 816850101 4066380 22800 SH SOLE 4154 0 18646 Sezzle, Inc. COMMON STOCKS 78435P105 1606555 14870 SH SOLE 2669 0 12201 Skyward Specialty Insurance Gr COMMON STOCKS 830940102 2498443 47319 SH SOLE 8487 0 38832 Sprouts Farmers Market, Inc. COMMON STOCKS 85208M102 2440353 36780 SH SOLE 6621 0 30159 Starbucks Corp. COMMON STOCKS 855244109 33254417 353921 SH SOLE 172653 0 181268 State Street Corp. COMMON STOCKS 857477103 51897576 297254 SH SOLE 144680 0 152574 Stryker Corp. COMMON STOCKS 863667101 16471627 59812 SH SOLE 30326 0 29486 Supernus Pharmaceuticals, Inc. COMMON STOCKS 868459108 2080252 48333 SH SOLE 8589 0 39744 T-Mobile US, Inc. COMMON STOCKS 872590104 1440486 8833 SH SOLE 4680 0 4153 TE Connectivity plc COMMON STOCKS G87052109 521368 2470 SH SOLE 2250 0 220 Texas Instruments, Inc. COMMON STOCKS 882508104 46274509 165213 SH SOLE 81905 0 83308 The Boeing Co. COMMON STOCKS 097023105 408752 2197 SH SOLE 730 0 1467 The Home Depot, Inc. COMMON STOCKS 437076102 1168969 4109 SH SOLE 4109 0 0 The TJX Companies, Inc. COMMON STOCKS 872540109 1284862 9711 SH SOLE 3324 0 6387 The Travelers Companies Inc. COMMON STOCKS 89417E109 213906 600 SH SOLE 600 0 0 The Walt Disney Co. COMMON STOCKS 254687106 436489 4161 SH SOLE 4161 0 0 The Williams Companies, Inc. COMMON STOCKS 969457100 44712297 657824 SH SOLE 319841 0 337983 Thermo Fisher Scientific, Inc. COMMON STOCKS 883556102 22103837 32744 SH SOLE 14882 0 17862 Trane Technologies plc COMMON STOCKS G8994E103 990740 2192 SH SOLE 771 0 1421 TransMedics Group, Inc. COMMON STOCKS 89377M109 1102959 13217 SH SOLE 2349 0 10868 UnitedHealth Group, Inc. COMMON STOCKS 91324P102 40900421 111421 SH SOLE 54680 0 56741 VSE Corp. COMMON STOCKS 918284100 2146700 13034 SH SOLE 2393 0 10641 Vertex Pharmaceuticals, Inc. COMMON STOCKS 92532f100 829699 1587 SH SOLE 510 0 1077 Visa, Inc. Class A COMMON STOCKS 92826C839 27663739 76987 SH SOLE 40924 0 36063 Vulcan Materials Co. COMMON STOCKS 929160109 15290598 62505 SH SOLE 30505 0 32000 WEC Energy Group, Inc. COMMON STOCKS 92939U106 37952337 376586 SH SOLE 191349 0 185237 Wells Fargo & Co. COMMON STOCKS 949746101 27503259 343576 SH SOLE 175714 0 167862 ePlus, Inc. COMMON STOCKS 294268107 3255572 36169 SH SOLE 6430 0 29739 SPDR Tr Unit Ser 1 EXCHANGE-TRADED 78462F103 1471113 1929 SH SOLE 1604 0 325