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
Public Storage PREFERRED STOCK 5.15%, due 06/02/2022 74460W685 2,365 91,127 SH   SOLE   91,127 0 0
ACI Worldwide Inc. COMMON STOCK 004498101 81,735 2,609,252 SH   SOLE   2,609,252 0 0
Adobe Systems Inc. COMMON STOCK 00724F101 18,293 66,219 SH   SOLE   66,219 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 45,978 600,000 SH   SOLE   600,000 0 0
Air Lease Corp. COMMON STOCK 00912X302 22,912 547,861 SH   SOLE   547,861 0 0
Alaska Air Group Inc. COMMON STOCK 011659109 120,084 1,850,000 SH   SOLE   1,850,000 0 0
Alliance Data Systems Corp. COMMON STOCK 018581108 158,235 1,234,955 SH   SOLE   1,234,955 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 509,467 417,206 SH   SOLE   402,349 0 14,857
American Express Co. COMMON STOCK 025816109 732,621 6,193,957 SH   SOLE   5,953,942 0 240,015
Apple Inc. COMMON STOCK 037833100 468,745 2,092,890 SH   SOLE   2,006,394 0 86,496
Applied Materials Inc. COMMON STOCK 038222105 299,400 6,000,000 SH   SOLE   6,000,000 0 0
Arista Networks Inc. COMMON STOCK 040413106 65,990 276,201 SH   SOLE   276,201 0 0
Autodesk Inc. COMMON STOCK 052769106 88,042 596,086 SH   SOLE   596,086 0 0
AvalonBay Communities Inc. COMMON STOCK 053484101 313,457 1,455,706 SH   SOLE   1,415,579 0 40,127
Axalta Coating Systems Ltd. COMMON STOCK G0750C108 101,145 3,354,742 SH   SOLE   3,354,742 0 0
Bank of America Corp. COMMON STOCK 060505104 523,079 17,932,087 SH   SOLE   17,151,177 0 780,910
Biogen Inc. COMMON STOCK 09062X103 133,736 574,416 SH   SOLE   574,416 0 0
Burlington Stores Inc. COMMON STOCK 122017106 119,276 596,915 SH   SOLE   596,915 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 555,794 8,410,926 SH   SOLE   8,107,417 0 303,509
Capital One Financial Corp. COMMON STOCK 14040H105 75,059 825,000 SH   SOLE   825,000 0 0
Cerner Corp. COMMON STOCK 156782104 710,681 10,425,134 SH   SOLE   10,100,565 0 324,569
Charles Schwab Corp. COMMON STOCK 808513105 452,720 10,822,863 SH   SOLE   10,549,084 0 273,779
Cisco Systems, Inc. COMMON STOCK 17275R102 444,882 9,003,882 SH   SOLE   8,642,702 0 361,180
CME Group Inc. COMMON STOCK 12572Q105 601,340 2,845,366 SH   SOLE   2,726,434 0 118,932
Costco Wholesale Corp. COMMON STOCK 22160K105 646,753 2,244,812 SH   SOLE   2,146,551 0 98,261
Cummins Inc. COMMON STOCK 231021106 154,537 950,000 SH   SOLE   950,000 0 0
CVS Health Corp. COMMON STOCK 126650100 521,040 8,261,294 SH   SOLE   7,937,799 0 323,495
Danaher Corp. COMMON STOCK 235851102 689,332 4,772,773 SH   SOLE   4,575,505 0 197,268
Deere & Co. COMMON STOCK 244199105 400,290 2,373,075 SH   SOLE   2,268,984 0 104,091
Dentsply Sirona Inc. COMMON STOCK 24906P109 128,157 2,403,989 SH   SOLE   2,403,989 0 0
Digital Realty Trust Inc. COMMON STOCK 253868103 463,758 3,572,590 SH   SOLE   3,451,792 0 120,798
eBay Inc. COMMON STOCK 278642103 79,832 2,048,019 SH   SOLE   2,048,019 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 71,888 967,667 SH   SOLE   967,667 0 0
FedEx Corp. COMMON STOCK 31428X106 596,723 4,099,219 SH   SOLE   3,928,003 0 171,216
First American Financial Corp. COMMON STOCK 31847R102 55,155 934,664 SH   SOLE   934,664 0 0
First Horizon National Corp. COMMON STOCK 320517105 126,986 7,838,646 SH   SOLE   7,838,646 0 0
First Republic Bank COMMON STOCK 33616C100 74,719 772,693 SH   SOLE   772,693 0 0
Fortive Corp. COMMON STOCK 34959J108 89,286 1,302,298 SH   SOLE   1,302,298 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 642,246 10,133,261 SH   SOLE   9,823,492 0 309,769
Guidewire Software Inc. COMMON STOCK 40171V100 51,633 489,972 SH   SOLE   489,972 0 0
Hanesbrands Inc. COMMON STOCK 410345102 206,503 13,479,276 SH   SOLE   13,479,276 0 0
Hologic Inc. COMMON STOCK 436440101 799,048 15,825,872 SH   SOLE   15,429,298 0 396,574
Howard Hughes Corp. COMMON STOCK 44267D107 104,113 803,340 SH   SOLE   803,340 0 0
IDACORP Inc. COMMON STOCK 451107106 96,836 859,464 SH   SOLE   859,464 0 0
Illumina Inc. COMMON STOCK 452327109 15,810 51,968 SH   SOLE   51,968 0 0
International Business Machine Corp. COMMON STOCK 459200101 159,962 1,100,000 SH   SOLE   1,100,000 0 0
IPG Photonics Corp. COMMON STOCK 44980X109 84,072 620,000 SH   SOLE   620,000 0 0
Iron Mountain Inc. COMMON STOCK 46284V101 233,493 7,208,814 SH   SOLE   6,949,781 0 259,033
Jack Henry & Associates Inc. COMMON STOCK 426281101 138,302 947,472 SH   SOLE   947,472 0 0
Lam Research Corp. COMMON STOCK 512807108 219,555 950,000 SH   SOLE   950,000 0 0
Linde plc COMMON STOCK G5494J103 629,836 3,251,269 SH   SOLE   3,117,226 0 134,043
Mastercard Inc., Class A COMMON STOCK 57636Q104 732,280 2,696,467 SH   SOLE   2,586,330 0 110,137
McCormick & Co. COMMON STOCK 579780206 83,498 534,219 SH   SOLE   534,219 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 63,264 2,244,209 SH   SOLE   2,244,209 0 0
Micron Technology Inc. COMMON STOCK 595112103 274,240 6,400,000 SH   SOLE   6,400,000 0 0
Microsoft Corp. COMMON STOCK 594918104 1,239,652 8,916,433 SH   SOLE   8,540,765 0 375,668
Mondelez International Inc., Class A COMMON STOCK 609207105 443,747 8,021,461 SH   SOLE   7,707,396 0 314,065
Monolithic Power Systems Inc. COMMON STOCK 609839105 17,559 112,827 SH   SOLE   112,827 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 671,871 3,942,674 SH   SOLE   3,911,272 0 31,402
Nike Inc.,Class B COMMON STOCK 654106103 21,596 229,943 SH   SOLE   229,943 0 0
Northwest Natural Holding Co. COMMON STOCK 66765N105 66,031 925,587 SH   SOLE   925,587 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 24,968 287,322 SH   SOLE   287,322 0 0
NVIDIA Corp. COMMON STOCK 67066G104 587,259 3,373,697 SH   SOLE   3,279,826 0 93,871
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 24,799 145,901 SH   SOLE   145,901 0 0
Pentair plc COMMON STOCK G7S00T104 414,696 10,970,793 SH   SOLE   10,640,613 0 330,180
Perrigo Co. plc COMMON STOCK G97822103 206,001 3,685,834 SH   SOLE   3,685,834 0 0
PPG Industries Inc. COMMON STOCK 693506107 498,040 4,202,516 SH   SOLE   4,028,873 0 173,643
Progressive Corp. COMMON STOCK 743315103 24,232 313,687 SH   SOLE   313,687 0 0
Public Storage COMMON STOCK 74460D109 303,594 1,237,794 SH   SOLE   1,204,371 0 33,423
QUALCOMM Inc. COMMON STOCK 747525103 68,652 900,000 SH   SOLE   900,000 0 0
Regeneron Pharmaceuticals Inc. COMMON STOCK 75886F107 173,375 625,000 SH   SOLE   625,000 0 0
Republic Services Inc. COMMON STOCK 760759100 139,105 1,607,217 SH   SOLE   1,607,217 0 0
SEI Investments Co. COMMON STOCK 784117103 81,440 1,374,407 SH   SOLE   1,374,407 0 0
Shaw Communications Inc., Class B COMMON STOCK 82028K200 69,856 3,553,184 SH   SOLE   3,553,184 0 0
Signature Bank COMMON STOCK 82669G104 18,869 158,274 SH   SOLE   158,274 0 0
Starbucks Corp. COMMON STOCK 855244109 196,741 2,225,068 SH   SOLE   2,137,653 0 87,415
Synopsys Inc. COMMON STOCK 871607107 577,344 4,206,517 SH   SOLE   4,055,037 0 151,480
Sysco Corp. COMMON STOCK 871829107 639,118 8,049,348 SH   SOLE   7,736,862 0 312,486
Teleflex Inc. COMMON STOCK 879369106 165,232 486,333 SH   SOLE   486,333 0 0
The Clorox Company COMMON STOCK 189054109 706,423 4,651,499 SH   SOLE   4,479,361 0 172,138
The Gap Inc. COMMON STOCK 364760108 178,808 10,300,000 SH   SOLE   10,300,000 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 546,664 4,395,113 SH   SOLE   4,204,229 0 190,884
The Walt Disney Co. COMMON STOCK 254687106 905,287 6,946,644 SH   SOLE   6,642,891 0 303,753
Thomson Reuters Corp. COMMON STOCK 884903709 37,275 557,337 SH   SOLE   557,337 0 0
T-Mobile US Inc. COMMON STOCK 872590104 31,354 398,045 SH   SOLE   398,045 0 0
Trimble Inc. COMMON STOCK 896239100 410,400 10,574,590 SH   SOLE   10,276,131 0 298,459
US Foods Holding Corp. COMMON STOCK 912008109 174,269 4,240,133 SH   SOLE   4,240,133 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 754,487 4,771,009 SH   SOLE   4,598,966 0 172,043
VF Corp. COMMON STOCK 918204108 641,072 7,203,867 SH   SOLE   6,929,369 0 274,498
W.W. Grainger Inc. COMMON STOCK 384802104 53,487 180,000 SH   SOLE   180,000 0 0
Waste Management Inc. COMMON STOCK 94106L109 618,262 5,376,190 SH   SOLE   5,157,169 0 219,021
Xylem Inc. COMMON STOCK 98419M100 520,192 6,533,437 SH   SOLE   6,325,386 0 208,051
Zions Bancorporation, N.A. COMMON STOCK 989701107 61,391 1,378,946 SH   SOLE   1,378,946 0 0