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
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024 PREFERRED STOCK 253868822 1,485 59,000 SH   SOLE   59,000 0 0
Public Storage, 5.15 percent, due 06/02/2022 PREFERRED STOCK 74460W685 2,837 111,127 SH   SOLE   111,127 0 0
Fortive Corp., 0.88 percent, due 02/15/2022 CONVERTIBLE 34959JAK4 1,964 2,000,000 PRN   SOLE   2,000,000 0 0
Adobe Inc. COMMON STOCK 00724F101 452,950 1,040,522 SH   SOLE   946,365 0 94,157
Agilent Technologies Inc. COMMON STOCK 00846U101 226,995 2,568,690 SH   SOLE   2,568,690 0 0
Alaska Air Group Inc. COMMON STOCK 011659109 99,715 2,750,000 SH   SOLE   2,750,000 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 893,295 629,946 SH   SOLE   576,554 0 53,392
Amazon.com Inc. COMMON STOCK 023135106 1,122,793 406,983 SH   SOLE   370,334 0 36,649
American Express Co. COMMON STOCK 025816109 85,680 900,000 SH   SOLE   900,000 0 0
Americold Realty Trust COMMON STOCK 03064D108 144,633 3,984,385 SH   SOLE   3,984,385 0 0
Ansys Inc. COMMON STOCK 03662Q105 18,107 62,067 SH   SOLE   62,067 0 0
Apple Inc. COMMON STOCK 037833100 359,885 986,528 SH   SOLE   924,414 0 62,114
Applied Materials Inc. COMMON STOCK 038222105 1,013,765 16,770,298 SH   SOLE   15,734,622 0 1,035,676
Autodesk Inc. COMMON STOCK 052769106 162,307 678,569 SH   SOLE   678,569 0 0
Avalara Inc. COMMON STOCK 05338G106 12,766 95,922 SH   SOLE   95,922 0 0
AvalonBay Communities Inc. COMMON STOCK 053484101 199,948 1,292,991 SH   SOLE   1,208,991 0 84,000
Bank of America Corp. COMMON STOCK 060505104 71,250 3,000,000 SH   SOLE   3,000,000 0 0
Becton Dickinson and Company COMMON STOCK 075887109 578,596 2,418,174 SH   SOLE   2,198,158 0 220,016
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 11,066 89,720 SH   SOLE   89,720 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 476,769 299,414 SH   SOLE   272,312 0 27,102
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 18,237 144,517 SH   SOLE   144,517 0 0
Burlington Stores Inc. COMMON STOCK 122017106 160,348 814,240 SH   SOLE   814,240 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 150,286 1,900,909 SH   SOLE   1,900,909 0 0
Cable One Inc. COMMON STOCK 12685J105 104,061 58,631 SH   SOLE   58,631 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 719,400 7,496,877 SH   SOLE   6,997,145 0 499,732
Capital One Financial Corp. COMMON STOCK 14040H105 125,180 2,000,000 SH   SOLE   2,000,000 0 0
Cerner Corp. COMMON STOCK 156782104 598,686 8,733,568 SH   SOLE   8,217,454 0 516,114
Charles Schwab Corp. COMMON STOCK 808513105 514,384 15,245,515 SH   SOLE   14,312,181 0 933,334
Cisco Systems Inc. COMMON STOCK 17275R102 536,154 11,495,580 SH   SOLE   10,684,473 0 811,107
CME Group Inc. COMMON STOCK 12572Q105 617,146 3,796,889 SH   SOLE   3,453,801 0 343,088
Comcast Corp., Class A COMMON STOCK 20030N101 825,265 21,171,506 SH   SOLE   19,253,790 0 1,917,716
CoStar Group, Inc. COMMON STOCK 22160N109 28,133 39,586 SH   SOLE   39,586 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 675,744 2,228,635 SH   SOLE   2,027,157 0 201,478
Cummins Inc. COMMON STOCK 231021106 57,176 330,000 SH   SOLE   330,000 0 0
Danaher Corp. COMMON STOCK 235851102 861,095 4,869,622 SH   SOLE   4,427,818 0 441,804
Deere & Co. COMMON STOCK 244199105 584,994 3,722,522 SH   SOLE   3,386,590 0 335,932
Dentsply Sirona Inc. COMMON STOCK 24906P109 91,837 2,084,360 SH   SOLE   2,084,360 0 0
Digital Realty Trust Inc. COMMON STOCK 253868103 503,693 3,544,386 SH   SOLE   3,307,358 0 237,028
Discover Financial Services COMMON STOCK 254709108 50,090 1,000,000 SH   SOLE   1,000,000 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 76,040 1,000,000 SH   SOLE   1,000,000 0 0
Fair Isaac Corp. COMMON STOCK 303250104 10,477 25,061 SH   SOLE   25,061 0 0
FedEx Corp. COMMON STOCK 31428X106 803,477 5,730,117 SH   SOLE   5,362,347 0 367,770
First American Financial Corp. COMMON STOCK 31847R102 56,088 1,168,021 SH   SOLE   1,168,021 0 0
First Horizon National Corp. COMMON STOCK 320517105 81,244 8,157,022 SH   SOLE   8,157,022 0 0
First Republic Bank COMMON STOCK 33616C100 101,651 959,059 SH   SOLE   959,059 0 0
The Gap Inc. COMMON STOCK 364760108 132,510 10,500,000 SH   SOLE   10,500,000 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 271,039 3,522,726 SH   SOLE   3,199,940 0 322,786
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 18,268 447,738 SH   SOLE   447,738 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 111,876 1,009,260 SH   SOLE   1,009,260 0 0
Hanesbrands Inc. COMMON STOCK 410345102 63,483 5,622,920 SH   SOLE   5,622,920 0 0
Hologic Inc. COMMON STOCK 436440101 215,148 3,774,524 SH   SOLE   3,774,524 0 0
IDACORP Inc. COMMON STOCK 451107106 116,321 1,331,356 SH   SOLE   1,331,356 0 0
IDEXX Laboratories, Inc. COMMON STOCK 45168D104 24,069 72,901 SH   SOLE   72,901 0 0
Illumina Inc. COMMON STOCK 452327109 28,438 76,787 SH   SOLE   76,787 0 0
Intel Corp. COMMON STOCK 458140100 418,478 6,994,448 SH   SOLE   6,430,884 0 563,564
International Business Machine Corp. COMMON STOCK 459200101 20,531 170,000 SH   SOLE   170,000 0 0
Jack Henry & Associates Inc. COMMON STOCK 426281101 178,854 971,872 SH   SOLE   971,872 0 0
Kansas City Southern COMMON STOCK 485170302 344,472 2,307,404 SH   SOLE   2,147,887 0 159,517
KLA Corporation COMMON STOCK 482480100 160,005 822,730 SH   SOLE   822,730 0 0
Lam Research Corp. COMMON STOCK 512807108 161,730 500,000 SH   SOLE   500,000 0 0
Linde plc COMMON STOCK 00BZ12WP8 660,659 3,114,702 SH   SOLE   2,834,574 0 280,128
Lululemon Athletica Inc. COMMON STOCK 550021109 12,073 38,695 SH   SOLE   38,695 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 18,690 37,311 SH   SOLE   37,311 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 787,844 2,664,335 SH   SOLE   2,451,686 0 212,649
Maxim Integrated Products Inc. COMMON STOCK 57772K101 108,453 1,789,362 SH   SOLE   1,789,362 0 0
McCormick & Co. COMMON STOCK 579780206 128,566 716,607 SH   SOLE   716,607 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 68,456 3,086,373 SH   SOLE   3,086,373 0 0
Micron Technology Inc. COMMON STOCK 595112103 703,227 13,649,596 SH   SOLE   12,992,572 0 657,024
Microsoft Corp. COMMON STOCK 594918104 1,422,089 6,987,811 SH   SOLE   6,356,806 0 631,005
Mondelez International Inc., Class A COMMON STOCK 609207105 496,025 9,701,255 SH   SOLE   8,826,730 0 874,525
Monolithic Power Systems Inc. COMMON STOCK 609839105 12,185 51,414 SH   SOLE   51,414 0 0
Morningstar Inc. COMMON STOCK 617700109 22,740 161,312 SH   SOLE   161,312 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 63,724 454,751 SH   SOLE   454,751 0 0
The New York Times Co., Class A COMMON STOCK 650111107 20,089 477,961 SH   SOLE   477,961 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 203,362 8,036,416 SH   SOLE   8,036,416 0 0
NVIDIA Corp. COMMON STOCK 67066G104 533,405 1,404,029 SH   SOLE   1,279,989 0 124,040
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 25,190 148,537 SH   SOLE   148,537 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 153,142 363,179 SH   SOLE   363,179 0 0
Pentair plc COMMON STOCK 00BLS09M3 381,655 10,046,192 SH   SOLE   9,403,477 0 642,715
Pool Corp. COMMON STOCK 73278L105 20,603 75,781 SH   SOLE   75,781 0 0
Portland General Electric Company COMMON STOCK 736508847 80,994 1,937,186 SH   SOLE   1,937,186 0 0
PPG Industries Inc. COMMON STOCK 693506107 114,446 1,079,066 SH   SOLE   1,079,066 0 0
The Progressive Corp. COMMON STOCK 743315103 60,083 750,000 SH   SOLE   750,000 0 0
Public Storage COMMON STOCK 74460D109 53,519 278,907 SH   SOLE   278,907 0 0
Republic Services Inc. COMMON STOCK 760759100 200,580 2,444,604 SH   SOLE   2,444,604 0 0
Roper Technologies Inc. COMMON STOCK 776696106 147,230 379,205 SH   SOLE   379,205 0 0
SBA Communications Corp. COMMON STOCK 78410G104 85,914 288,379 SH   SOLE   288,379 0 0
Seagate Technology COMMON STOCK 00B58JVZ5 33,887 700,000 SH   SOLE   700,000 0 0
SEI Investments Co. COMMON STOCK 784117103 25,365 461,351 SH   SOLE   461,351 0 0
SelectQuote Inc. COMMON STOCK 816307300 8,338 329,180 SH   SOLE   329,180 0 0
Shaw Communications Inc., Class B COMMON STOCK 82028K200 91,778 5,609,891 SH   SOLE   5,609,891 0 0
Southwest Airlines Co. COMMON STOCK 844741108 181,630 5,313,925 SH   SOLE   4,833,633 0 480,292
Square Inc., Class A COMMON STOCK 852234103 35,531 338,588 SH   SOLE   338,588 0 0
SVB Financial Group COMMON STOCK 78486Q101 2,155 10,000 SH   SOLE   10,000 0 0
Synopsys Inc. COMMON STOCK 871607107 731,904 3,753,352 SH   SOLE   3,504,644 0 248,708
Teleflex Inc. COMMON STOCK 879369106 197,750 543,299 SH   SOLE   543,299 0 0
The Clorox Company COMMON STOCK 189054109 570,486 2,600,567 SH   SOLE   2,419,397 0 181,170
The Procter & Gamble Co. COMMON STOCK 742718109 310,319 2,595,291 SH   SOLE   2,362,648 0 232,643
The Walt Disney Co. COMMON STOCK 254687106 206,949 1,855,880 SH   SOLE   1,690,583 0 165,297
Thomson Reuters Corp. COMMON STOCK 884903709 24,866 365,841 SH   SOLE   365,841 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 22,288 54,830 SH   SOLE   54,830 0 0
Trimble Inc. COMMON STOCK 896239100 168,096 3,892,021 SH   SOLE   3,892,021 0 0
Veeva Systems Inc. COMMON STOCK 922475108 10,532 44,926 SH   SOLE   44,926 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 677,034 3,977,876 SH   SOLE   3,725,301 0 252,575
Verizon Communications Inc. COMMON STOCK 92343V104 665,920 12,079,080 SH   SOLE   10,987,671 0 1,091,409
VF Corp. COMMON STOCK 918204108 603,019 9,895,284 SH   SOLE   9,247,376 0 647,908
Waste Connections, Inc. COMMON STOCK 94106B101 27,133 289,294 SH   SOLE   289,294 0 0
Waste Management Inc. COMMON STOCK 94106L109 548,874 5,182,459 SH   SOLE   4,713,807 0 468,652
Western Digital Corporation COMMON STOCK 958102105 92,875 2,103,635 SH   SOLE   2,103,635 0 0
W.W. Grainger Inc. COMMON STOCK 384802104 103,673 330,000 SH   SOLE   330,000 0 0
Xylem Inc. COMMON STOCK 98419M100 421,491 6,488,468 SH   SOLE   6,135,936 0 352,532