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 1,604 59,000 SH   SOLE   59,000 0 0
Public Storage, 5.15 percent, due 06/02/2022 PREFERRED STOCK 74460W685 2,959 111,127 SH   SOLE   111,127 0 0
Fortive Corp., 0.88 percent, due 02/15/2022 CONVERTIBLE 34959JAK4 2,004 2,000,000 SH   SOLE   2,000,000 0 0
Adobe Inc. COMMON STOCK 00724F101 517,478 1,055,151 SH   SOLE   957,835 0 97,316
Agilent Technologies Inc. COMMON STOCK 00846U101 269,154 2,666,480 SH   SOLE   2,666,480 0 0
Alaska Air Group Inc. COMMON STOCK 011659109 32,967 900,000 SH   SOLE   900,000 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 692,278 472,351 SH   SOLE   432,617 0 39,734
Amazon.com Inc. COMMON STOCK 023135106 1,289,162 409,423 SH   SOLE   371,458 0 37,965
American Express Co. COMMON STOCK 025816109 90,225 900,000 SH   SOLE   900,000 0 0
Americold Realty Trust COMMON STOCK 03064D108 148,673 4,158,693 SH   SOLE   4,158,693 0 0
Ansys Inc. COMMON STOCK 03662Q105 19,855 60,677 SH   SOLE   60,677 0 0
Apple Inc. COMMON STOCK 037833100 423,167 3,653,973 SH   SOLE   3,397,197 0 256,776
Applied Materials Inc. COMMON STOCK 038222105 926,662 15,587,247 SH   SOLE   14,516,864 0 1,070,383
Autodesk Inc. COMMON STOCK 052769106 148,556 643,071 SH   SOLE   643,071 0 0
Avalara Inc. COMMON STOCK 05338G106 18,614 146,177 SH   SOLE   146,177 0 0
Bank of America Corp. COMMON STOCK 060505104 72,270 3,000,000 SH   SOLE   3,000,000 0 0
Becton Dickinson and Company COMMON STOCK 075887109 709,602 3,049,691 SH   SOLE   2,766,593 0 283,098
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 14,232 187,069 SH   SOLE   187,069 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 513,683 300,280 SH   SOLE   272,272 0 28,008
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 18,649 141,281 SH   SOLE   141,281 0 0
Burlington Stores Inc. COMMON STOCK 122017106 190,133 922,575 SH   SOLE   922,575 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 189,321 1,852,641 SH   SOLE   1,852,641 0 0
Cable One Inc. COMMON STOCK 12685J105 110,139 58,416 SH   SOLE   58,416 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 728,020 6,827,534 SH   SOLE   6,356,488 0 471,046
Capital One Financial Corp. COMMON STOCK 14040H105 107,790 1,500,000 SH   SOLE   1,500,000 0 0
Cerner Corp. COMMON STOCK 156782104 790,031 10,928,631 SH   SOLE   10,213,417 0 715,214
Charles Schwab Corp. COMMON STOCK 808513105 535,551 14,781,967 SH   SOLE   13,817,387 0 964,580
Cisco Systems Inc. COMMON STOCK 17275R102 453,870 11,522,462 SH   SOLE   10,684,207 0 838,255
CME Group Inc. COMMON STOCK 12572Q105 776,790 4,642,816 SH   SOLE   4,213,242 0 429,574
Comcast Corp., Class A COMMON STOCK 20030N101 991,623 21,435,869 SH   SOLE   19,453,978 0 1,981,891
CoStar Group, Inc. COMMON STOCK 22160N109 32,837 38,700 SH   SOLE   38,700 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 719,716 2,027,368 SH   SOLE   1,841,197 0 186,171
Cummins Inc. COMMON STOCK 231021106 47,511 225,000 SH   SOLE   225,000 0 0
Danaher Corp. COMMON STOCK 235851102 1,009,489 4,688,104 SH   SOLE   4,259,670 0 428,434
Deere & Co. COMMON STOCK 244199105 834,742 3,766,376 SH   SOLE   3,419,178 0 347,198
Dentsply Sirona Inc. COMMON STOCK 24906P109 73,171 1,673,244 SH   SOLE   1,673,244 0 0
Digital Realty Trust Inc. COMMON STOCK 253868103 528,175 3,598,900 SH   SOLE   3,353,936 0 244,964
Discover Financial Services COMMON STOCK 254709108 71,647 1,240,000 SH   SOLE   1,240,000 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 81,468 900,000 SH   SOLE   900,000 0 0
Fair Isaac Corp. COMMON STOCK 303250104 10,421 24,499 SH   SOLE   24,499 0 0
FedEx Corp. COMMON STOCK 31428X106 1,206,303 4,796,052 SH   SOLE   4,499,222 0 296,830
First American Financial Corp. COMMON STOCK 31847R102 84,919 1,668,021 SH   SOLE   1,668,021 0 0
First Horizon National Corp. COMMON STOCK 320517105 106,740 11,319,185 SH   SOLE   11,319,185 0 0
First Republic Bank COMMON STOCK 33616C100 107,110 982,123 SH   SOLE   982,123 0 0
Fiserv Inc. COMMON STOCK 337738108 469,018 4,551,368 SH   SOLE   4,162,666 0 388,702
Gilead Sciences Inc. COMMON STOCK 375558103 222,797 3,525,824 SH   SOLE   3,198,362 0 327,462
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 18,888 480,372 SH   SOLE   480,372 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 96,100 921,644 SH   SOLE   921,644 0 0
Hanesbrands Inc. COMMON STOCK 410345102 63,000 4,000,000 SH   SOLE   4,000,000 0 0
Herman Miller Inc. COMMON STOCK 600544100 15,382 510,000 SH   SOLE   510,000 0 0
Hilton Worldwide Holdings COMMON STOCK 43300A203 77,237 905,257 SH   SOLE   905,257 0 0
Hologic Inc. COMMON STOCK 436440101 217,936 3,278,717 SH   SOLE   3,278,717 0 0
IDACORP Inc. COMMON STOCK 451107106 124,753 1,561,368 SH   SOLE   1,561,368 0 0
IDEXX Laboratories, Inc. COMMON STOCK 45168D104 28,016 71,268 SH   SOLE   71,268 0 0
Illumina Inc. COMMON STOCK 452327109 61,321 198,399 SH   SOLE   198,399 0 0
Intel Corp. COMMON STOCK 458140100 526,295 10,164,060 SH   SOLE   9,407,296 0 756,764
Jack Henry & Associates Inc. COMMON STOCK 426281101 192,736 1,185,411 SH   SOLE   1,185,411 0 0
Kansas City Southern COMMON STOCK 485170302 419,008 2,317,140 SH   SOLE   2,152,281 0 164,859
KLA Corporation COMMON STOCK 482480100 176,387 910,430 SH   SOLE   910,430 0 0
Lam Research Corp. COMMON STOCK 512807108 99,525 300,000 SH   SOLE   300,000 0 0
Linde plc COMMON STOCK 00BZ12WP8 748,798 3,144,492 SH   SOLE   2,854,971 0 289,521
Lululemon Athletica Inc. COMMON STOCK 550021109 12,460 37,829 SH   SOLE   37,829 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 19,138 39,739 SH   SOLE   39,739 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 906,462 2,680,491 SH   SOLE   2,460,720 0 219,771
Maxim Integrated Products Inc. COMMON STOCK 57772K101 126,685 1,873,762 SH   SOLE   1,873,762 0 0
McCormick & Co. COMMON STOCK 579780206 127,478 656,764 SH   SOLE   656,764 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 71,047 3,157,636 SH   SOLE   3,157,636 0 0
Micron Technology Inc. COMMON STOCK 595112103 641,902 13,669,132 SH   SOLE   12,990,110 0 679,022
Microsoft Corp. COMMON STOCK 594918104 1,393,953 6,627,455 SH   SOLE   6,014,450 0 613,005
Mondelez International Inc., Class A COMMON STOCK 609207105 634,109 11,037,583 SH   SOLE   10,015,092 0 1,022,491
Monolithic Power Systems Inc. COMMON STOCK 609839105 14,054 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 19,031 118,491 SH   SOLE   118,491 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 48,830 311,393 SH   SOLE   311,393 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 228,662 6,889,479 SH   SOLE   6,889,479 0 0
NVIDIA Corp. COMMON STOCK 67066G104 629,098 1,162,370 SH   SOLE   1,055,070 0 107,300
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 26,272 145,211 SH   SOLE   145,211 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 176,453 382,694 SH   SOLE   382,694 0 0
Pentair plc COMMON STOCK 00BLS09M3 463,819 10,133,685 SH   SOLE   9,469,450 0 664,235
Pool Corp. COMMON STOCK 73278L105 24,784 74,084 SH   SOLE   74,084 0 0
Portland General Electric Company COMMON STOCK 736508847 61,636 1,736,225 SH   SOLE   1,736,225 0 0
PPG Industries Inc. COMMON STOCK 693506107 143,540 1,175,789 SH   SOLE   1,175,789 0 0
Public Storage COMMON STOCK 74460D109 95,716 429,761 SH   SOLE   429,761 0 0
Republic Services Inc. COMMON STOCK 760759100 255,715 2,739,313 SH   SOLE   2,739,313 0 0
Roper Technologies Inc. COMMON STOCK 776696106 152,808 386,749 SH   SOLE   386,749 0 0
SBA Communications Corp. COMMON STOCK 78410G104 88,682 278,453 SH   SOLE   278,453 0 0
Seagate Technology COMMON STOCK 00B58JVZ5 76,861 1,560,000 SH   SOLE   1,560,000 0 0
SelectQuote Inc. COMMON STOCK 816307300 10,590 522,974 SH   SOLE   522,974 0 0
Shaw Communications Inc., Class B COMMON STOCK 82028K200 107,972 5,916,291 SH   SOLE   5,916,291 0 0
Southwest Airlines Co. COMMON STOCK 844741108 199,792 5,327,775 SH   SOLE   4,831,393 0 496,382
Square Inc., Class A COMMON STOCK 852234103 43,651 268,537 SH   SOLE   268,537 0 0
SVB Financial Group COMMON STOCK 78486Q101 2,406 10,000 SH   SOLE   10,000 0 0
Synopsys Inc. COMMON STOCK 871607107 649,398 3,034,854 SH   SOLE   2,837,987 0 196,867
Teleflex Inc. COMMON STOCK 879369106 184,573 542,192 SH   SOLE   542,192 0 0
The Clorox Company COMMON STOCK 189054109 524,731 2,496,700 SH   SOLE   2,309,446 0 187,254
The Gap Inc. COMMON STOCK 364760108 118,699 6,970,000 SH   SOLE   6,970,000 0 0
The New York Times Co., Class A COMMON STOCK 650111107 19,994 467,258 SH   SOLE   467,258 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 432,187 3,109,486 SH   SOLE   2,822,804 0 286,682
The Progressive Corp. COMMON STOCK 743315103 71,003 750,000 SH   SOLE   750,000 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 27,808 53,603 SH   SOLE   53,603 0 0
Thomson Reuters Corp. COMMON STOCK 884903709 21,450 268,893 SH   SOLE   268,893 0 0
Trimble Inc. COMMON STOCK 896239100 147,271 3,024,053 SH   SOLE   3,024,053 0 0
Veeva Systems Inc. COMMON STOCK 922475108 12,350 43,920 SH   SOLE   43,920 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 741,981 4,003,997 SH   SOLE   3,732,915 0 271,082
Verizon Communications Inc. COMMON STOCK 92343V104 953,831 16,033,467 SH   SOLE   14,558,775 0 1,474,692
VF Corp. COMMON STOCK 918204108 713,890 10,162,132 SH   SOLE   9,469,346 0 692,786
W.W. Grainger Inc. COMMON STOCK 384802104 117,734 330,000 SH   SOLE   330,000 0 0
Waste Connections, Inc. COMMON STOCK 94106B101 14,918 143,717 SH   SOLE   143,717 0 0
Waste Management Inc. COMMON STOCK 94106L109 668,316 5,905,414 SH   SOLE   5,364,210 0 541,204
Western Digital Corporation COMMON STOCK 958102105 200,456 5,484,431 SH   SOLE   5,484,431 0 0
Xylem Inc. COMMON STOCK 98419M100 552,689 6,570,244 SH   SOLE   6,205,911 0 364,333