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
Charles Schwab Corp. 5.95%, due 06/01/2021 PREFERRED STOCK 808513600 533 20,477 SH   SOLE   20,477 0 0
Digital Realty Trust Inc. 5.20%, due 10/10/2024 PREFERRED STOCK 253868822 2,157 79,000 SH   SOLE   79,000 0 0
Public Storage 3.88%, due 10/06/2025 PREFERRED STOCK 74460W511 1,033 40,000 SH   SOLE   40,000 0 0
Public Storage 5.15%, due 06/02/2022 PREFERRED STOCK 74460W685 2,968 111,127 SH   SOLE   111,127 0 0
10x Genomics Inc., Class A COMMON STOCK 88025U109 10,145 71,649 SH   SOLE   71,649 0 0
Adobe Inc. COMMON STOCK 00724F101 529,384 1,058,513 SH   SOLE   956,197 0 102,316
Agilent Technologies Inc. COMMON STOCK 00846U101 318,047 2,684,170 SH   SOLE   2,684,170 0 0
Alnylam Pharmaceuticals Inc. COMMON STOCK 02043Q107 10,084 77,587 SH   SOLE   77,587 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 831,156 474,231 SH   SOLE   431,931 0 42,300
Amazon.com Inc. COMMON STOCK 023135106 1,347,766 413,815 SH   SOLE   373,899 0 39,916
American Express Co. COMMON STOCK 025816109 108,819 900,000 SH   SOLE   900,000 0 0
Americold Realty Trust COMMON STOCK 03064D108 167,111 4,476,584 SH   SOLE   4,476,584 0 0
ANGI Homeservices Inc., Class A COMMON STOCK 00183L102 139,910 10,603,269 SH   SOLE   10,603,269 0 0
Ansys Inc. COMMON STOCK 03662Q105 22,074 60,677 SH   SOLE   60,677 0 0
Apple Inc. COMMON STOCK 037833100 494,417 3,726,103 SH   SOLE   3,453,536 0 272,567
Applied Materials Inc. COMMON STOCK 038222105 1,323,453 15,335,487 SH   SOLE   14,195,119 0 1,140,368
Autodesk Inc. COMMON STOCK 052769106 196,215 642,613 SH   SOLE   642,613 0 0
Avalara Inc. COMMON STOCK 05338G106 24,103 146,177 SH   SOLE   146,177 0 0
Bank of America Corp. COMMON STOCK 060505104 90,930 3,000,000 SH   SOLE   3,000,000 0 0
Becton Dickinson and Co. COMMON STOCK 075887109 782,982 3,129,176 SH   SOLE   2,826,856 0 302,320
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 133,197 1,518,951 SH   SOLE   1,518,951 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 690,120 309,850 SH   SOLE   279,933 0 29,917
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 21,644 141,281 SH   SOLE   141,281 0 0
Burlington Stores Inc. COMMON STOCK 122017106 236,688 904,945 SH   SOLE   904,945 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 158,608 1,689,659 SH   SOLE   1,689,659 0 0
Cable One Inc. COMMON STOCK 12685J105 130,134 58,416 SH   SOLE   58,416 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 952,066 6,978,422 SH   SOLE   6,477,643 0 500,779
Capital One Financial Corp. COMMON STOCK 14040H105 128,505 1,300,000 SH   SOLE   1,300,000 0 0
Cboe Global Markets Inc. COMMON STOCK 12503M108 131,966 1,417,161 SH   SOLE   1,417,161 0 0
Cerner Corp. COMMON STOCK 156782104 865,557 11,029,014 SH   SOLE   10,266,963 0 762,051
Charles Schwab Corp. COMMON STOCK 808513105 907,176 17,103,618 SH   SOLE   15,866,725 0 1,236,893
Cisco Systems Inc. COMMON STOCK 17275R102 134,250 3,000,000 SH   SOLE   3,000,000 0 0
CME Group Inc. COMMON STOCK 12572Q105 856,438 4,704,411 SH   SOLE   4,249,922 0 454,489
Comcast Corp., Class A COMMON STOCK 20030N101 1,134,478 21,650,352 SH   SOLE   19,567,942 0 2,082,410
CoStar Group Inc. COMMON STOCK 22160N109 35,770 38,700 SH   SOLE   38,700 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 724,571 1,923,060 SH   SOLE   1,737,950 0 185,110
Cummins Inc. COMMON STOCK 231021106 51,098 225,000 SH   SOLE   225,000 0 0
Danaher Corp. COMMON STOCK 235851102 1,055,599 4,751,952 SH   SOLE   4,292,814 0 459,138
Deere & Co. COMMON STOCK 244199105 1,015,048 3,772,710 SH   SOLE   3,411,340 0 361,370
Dentsply Sirona Inc. COMMON STOCK 24906P109 87,611 1,673,244 SH   SOLE   1,673,244 0 0
Digital Realty Trust Inc. COMMON STOCK 253868103 503,241 3,607,202 SH   SOLE   3,349,737 0 257,465
Discover Financial Services COMMON STOCK 254709108 112,257 1,240,000 SH   SOLE   1,240,000 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 85,599 900,000 SH   SOLE   900,000 0 0
Fair Isaac Corp. COMMON STOCK 303250104 12,520 24,499 SH   SOLE   24,499 0 0
FedEx Corp. COMMON STOCK 31428X106 1,192,702 4,594,030 SH   SOLE   4,282,206 0 311,824
First Horizon National Corp. COMMON STOCK 320517105 119,709 9,381,565 SH   SOLE   9,381,565 0 0
First Republic Bank, Class A COMMON STOCK 33616C100 144,303 982,123 SH   SOLE   982,123 0 0
Fiserv Inc. COMMON STOCK 337738108 651,884 5,725,312 SH   SOLE   5,172,370 0 552,942
Gilead Sciences Inc. COMMON STOCK 375558103 204,318 3,507,000 SH   SOLE   3,187,087 0 319,913
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 126,264 3,216,927 SH   SOLE   3,216,927 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 110,864 861,215 SH   SOLE   861,215 0 0
Hanesbrands Inc. COMMON STOCK 410345102 43,740 3,000,000 SH   SOLE   3,000,000 0 0
Herman Miller Inc. COMMON STOCK 600544100 17,238 510,000 SH   SOLE   510,000 0 0
Hilton Worldwide Holdings Inc. COMMON STOCK 43300A203 117,701 1,057,892 SH   SOLE   1,057,892 0 0
Hologic Inc. COMMON STOCK 436440101 206,121 2,830,172 SH   SOLE   2,830,172 0 0
IDACORP Inc. COMMON STOCK 451107106 149,938 1,561,368 SH   SOLE   1,561,368 0 0
IDEXX Laboratories Inc. COMMON STOCK 45168D104 35,625 71,268 SH   SOLE   71,268 0 0
Illumina Inc. COMMON STOCK 452327109 73,408 198,399 SH   SOLE   198,399 0 0
Insperity Inc. COMMON STOCK 45778Q107 10,122 124,318 SH   SOLE   124,318 0 0
Intel Corp. COMMON STOCK 458140100 406,855 8,166,494 SH   SOLE   7,666,096 0 500,398
Jack Henry & Associates Inc. COMMON STOCK 426281101 188,795 1,165,476 SH   SOLE   1,165,476 0 0
Kansas City Southern COMMON STOCK 485170302 472,531 2,314,854 SH   SOLE   2,148,424 0 166,430
KLA Corp. COMMON STOCK 482480100 232,383 897,542 SH   SOLE   897,542 0 0
Lam Research Corp. COMMON STOCK 512807108 141,681 300,000 SH   SOLE   300,000 0 0
Linde plc COMMON STOCK 00BZ12WP8 849,987 3,225,636 SH   SOLE   2,916,353 0 309,283
Lululemon Athletica Inc. COMMON STOCK 550021109 13,166 37,829 SH   SOLE   37,829 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 22,673 39,739 SH   SOLE   39,739 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 972,357 2,724,146 SH   SOLE   2,490,140 0 234,006
Maxim Integrated Products Inc. COMMON STOCK 57772K101 166,109 1,873,762 SH   SOLE   1,873,762 0 0
McCormick & Co. COMMON STOCK 579780206 67,953 710,802 SH   SOLE   710,802 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 83,172 3,157,636 SH   SOLE   3,157,636 0 0
Micron Technology Inc. COMMON STOCK 595112103 944,207 12,559,290 SH   SOLE   11,833,115 0 726,175
Microsoft Corp. COMMON STOCK 594918104 1,502,215 6,753,957 SH   SOLE   6,100,953 0 653,004
Mondelez International Inc., Class A COMMON STOCK 609207105 657,295 11,241,575 SH   SOLE   10,156,772 0 1,084,803
Monolithic Power Systems Inc. COMMON STOCK 609839105 18,407 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 24,926 107,641 SH   SOLE   107,641 0 0
nCino Inc. COMMON STOCK 63947U107 18,223 251,666 SH   SOLE   251,666 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 309,648 7,023,083 SH   SOLE   7,023,083 0 0
NVIDIA Corp. COMMON STOCK 67066G104 609,253 1,166,705 SH   SOLE   1,053,249 0 113,456
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 28,342 145,211 SH   SOLE   145,211 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 178,115 393,564 SH   SOLE   393,564 0 0
Pentair plc COMMON STOCK 00BLS09M3 553,974 10,434,624 SH   SOLE   9,718,234 0 716,390
Pool Corp. COMMON STOCK 73278L105 27,596 74,084 SH   SOLE   74,084 0 0
Portland General Electric Corp. COMMON STOCK 736508847 74,258 1,736,225 SH   SOLE   1,736,225 0 0
PPG Industries Inc. COMMON STOCK 693506107 172,099 1,193,311 SH   SOLE   1,193,311 0 0
Public Storage COMMON STOCK 74460D109 103,616 448,692 SH   SOLE   448,692 0 0
Republic Services Inc. COMMON STOCK 760759100 275,921 2,865,224 SH   SOLE   2,865,224 0 0
Roper Technologies Inc. COMMON STOCK 776696106 166,724 386,749 SH   SOLE   386,749 0 0
SBA Communications Corp. COMMON STOCK 78410G104 70,538 250,020 SH   SOLE   250,020 0 0
Seagate Technology plc COMMON STOCK 00B58JVZ5 99,456 1,600,000 SH   SOLE   1,600,000 0 0
Seagen Inc. COMMON STOCK 81181C104 10,598 60,513 SH   SOLE   60,513 0 0
SelectQuote Inc. COMMON STOCK 816307300 10,852 522,974 SH   SOLE   522,974 0 0
Southwest Airlines Co. COMMON STOCK 844741108 249,066 5,343,626 SH   SOLE   4,821,866 0 521,760
Square Inc., Class A COMMON STOCK 852234103 42,051 193,213 SH   SOLE   193,213 0 0
Synopsys Inc. COMMON STOCK 871607107 789,082 3,043,830 SH   SOLE   2,834,617 0 209,213
Teleflex Inc. COMMON STOCK 879369106 226,259 549,746 SH   SOLE   549,746 0 0
Texas Instrument Inc. COMMON STOCK 882508104 527,847 3,216,029 SH   SOLE   2,910,470 0 305,559
The Clorox Co. COMMON STOCK 189054109 418,206 2,071,149 SH   SOLE   1,917,371 0 153,778
The Gap Inc. COMMON STOCK 364760108 123,159 6,100,000 SH   SOLE   6,100,000 0 0
The New York Times Co., Class A COMMON STOCK 650111107 24,190 467,258 SH   SOLE   467,258 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 442,879 3,182,972 SH   SOLE   2,876,697 0 306,275
The Progressive Corp. COMMON STOCK 743315103 69,216 700,000 SH   SOLE   700,000 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 22,863 28,543 SH   SOLE   28,543 0 0
Thomson Reuters Corp. COMMON STOCK 884903709 22,020 268,893 SH   SOLE   268,893 0 0
Trimble Inc. COMMON STOCK 896239100 201,916 3,024,053 SH   SOLE   3,024,053 0 0
Veeva Systems Inc., Class A COMMON STOCK 922475108 11,957 43,920 SH   SOLE   43,920 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 832,622 4,010,897 SH   SOLE   3,726,822 0 284,075
Verizon Communications Inc. COMMON STOCK 92343V104 956,201 16,275,759 SH   SOLE   14,701,039 0 1,574,720
VF Corp. COMMON STOCK 918204108 853,325 9,990,922 SH   SOLE   9,277,657 0 713,265
W.W. Grainger Inc. COMMON STOCK 384802104 134,752 330,000 SH   SOLE   330,000 0 0
Waste Connections Inc. COMMON STOCK 94106B101 14,741 143,717 SH   SOLE   143,717 0 0
Waste Management Inc. COMMON STOCK 94106L109 699,109 5,928,171 SH   SOLE   5,355,133 0 573,038
Western Digital Corp. COMMON STOCK 958102105 303,783 5,484,431 SH   SOLE   5,484,431 0 0
Xylem Inc. COMMON STOCK 98419M100 650,809 6,393,641 SH   SOLE   6,006,629 0 387,012