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
Bank of America Corp., 5.00 percent, due 09/17/2024 PREFERRED STOCK 06055H202 2,118 80,000 SH   SOLE   80,000 0 0
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024 PREFERRED STOCK 253868822 2,105 79,000 SH   SOLE   79,000 0 0
Public Storage, 5.15 percent, due 06/02/2022 PREFERRED STOCK 74460W685 2,888 111,127 SH   SOLE   111,127 0 0
Public Storage, 3.88 percent, due 10/06/2025 PREFERRED STOCK 74460W511 1,000 40,000 SH   SOLE   40,000 0 0
10x Genomics Inc., Class A COMMON STOCK 88025U109 16,862 93,160 SH   SOLE   93,160 0 0
Accenture plc, Class A COMMON STOCK G1151C101 78,835 285,374 SH   SOLE   285,374 0 0
Adobe Inc. COMMON STOCK 00724F101 666,193 1,401,419 SH   SOLE   1,263,383 0 138,036
AES CORP COMMON STOCK 00130H105 86,850 3,239,480 SH   SOLE   3,239,480 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 341,265 2,684,170 SH   SOLE   2,684,170 0 0
Alexandria Real Estate Equipment COMMON STOCK 015271109 271,842 1,654,544 SH   SOLE   1,487,171 0 167,373
Alnylam Pharmaceuticals Inc. COMMON STOCK 02043Q107 10,955 77,587 SH   SOLE   77,587 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 974,149 472,310 SH   SOLE   429,687 0 42,623
Amazon.com Inc. COMMON STOCK 023135106 1,134,992 366,827 SH   SOLE   330,304 0 36,523
American Express Co. COMMON STOCK 025816109 114,336 808,371 SH   SOLE   808,371 0 0
American Tower Corp. COMMON STOCK 03027X100 747,531 3,126,958 SH   SOLE   2,818,957 0 308,001
Americold Realty Trust COMMON STOCK 03064D108 155,162 4,033,321 SH   SOLE   4,033,321 0 0
ANGI Homeservices Inc., Class A COMMON STOCK 00183L102 148,897 11,453,616 SH   SOLE   11,453,616 0 0
Ansys Inc. COMMON STOCK 03662Q105 120,048 353,539 SH   SOLE   353,539 0 0
Apple Inc. COMMON STOCK 037833100 792,184 6,485,336 SH   SOLE   5,911,603 0 573,733
Applied Materials Inc. COMMON STOCK 038222105 1,172,685 8,777,583 SH   SOLE   8,063,029 0 714,554
Autodesk Inc. COMMON STOCK 052769106 178,100 642,613 SH   SOLE   642,613 0 0
Avalara Inc. COMMON STOCK 05338G106 19,504 146,177 SH   SOLE   146,177 0 0
Avantor Inc. COMMON STOCK 05352A100 146,515 5,064,476 SH   SOLE   5,064,476 0 0
Bank of America Corp. COMMON STOCK 060505104 116,070 3,000,000 SH   SOLE   3,000,000 0 0
Bank of New York Mellon Corp. COMMON STOCK 064058100 68,109 1,440,248 SH   SOLE   1,440,248 0 0
Becton Dickinson and Co. COMMON STOCK 075887109 783,249 3,221,261 SH   SOLE   2,898,297 0 322,964
Berkeley Lights Inc. COMMON STOCK 084310101 16,310 324,713 SH   SOLE   324,713 0 0
Biogen Inc. COMMON STOCK 09062X103 87,957 314,412 SH   SOLE   314,412 0 0
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 202,735 2,684,874 SH   SOLE   2,684,874 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 738,941 317,164 SH   SOLE   285,762 0 31,402
Boston Scientific Corp. COMMON STOCK 101137107 342,182 8,853,336 SH   SOLE   7,969,644 0 883,692
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 21,630 141,281 SH   SOLE   141,281 0 0
Burlington Stores Inc. COMMON STOCK 122017106 270,398 904,945 SH   SOLE   904,945 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 151,009 1,582,405 SH   SOLE   1,582,405 0 0
Cable One Inc. COMMON STOCK 12685J105 106,805 58,416 SH   SOLE   58,416 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 793,745 5,794,184 SH   SOLE   5,348,522 0 445,662
Capital One Financial Corp. COMMON STOCK 14040H105 122,831 965,426 SH   SOLE   965,426 0 0
Cboe Global Markets Inc. COMMON STOCK 12503M108 130,978 1,327,161 SH   SOLE   1,327,161 0 0
Cerner Corp. COMMON STOCK 156782104 234,873 3,267,572 SH   SOLE   3,267,572 0 0
Charles Schwab Corp. COMMON STOCK 808513105 1,073,082 16,463,367 SH   SOLE   15,112,406 0 1,350,961
Cisco Systems Inc. COMMON STOCK 17275R102 155,130 3,000,000 SH   SOLE   3,000,000 0 0
CME Group Inc. COMMON STOCK 12572Q105 1,144,496 5,603,960 SH   SOLE   5,049,568 0 554,392
Comcast Corp., Class A COMMON STOCK 20030N101 1,195,422 22,092,441 SH   SOLE   19,901,498 0 2,190,943
CoStar Group Inc. COMMON STOCK 22160N109 31,807 38,700 SH   SOLE   38,700 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 683,912 1,940,284 SH   SOLE   1,748,939 0 191,345
Cummins Inc. COMMON STOCK 231021106 58,300 225,000 SH   SOLE   225,000 0 0
Danaher Corp. COMMON STOCK 235851102 1,091,596 4,849,812 SH   SOLE   4,368,475 0 481,337
Deere & Co. COMMON STOCK 244199105 1,426,102 3,811,679 SH   SOLE   3,434,212 0 377,467
Digital Realty Trust Inc. COMMON STOCK 253868103 509,257 3,615,852 SH   SOLE   3,360,746 0 255,106
Discover Financial Services COMMON STOCK 254709108 99,118 1,043,461 SH   SOLE   1,043,461 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 83,201 772,601 SH   SOLE   772,601 0 0
Fair Isaac Corp. COMMON STOCK 303250104 21,274 43,769 SH   SOLE   43,769 0 0
FedEx Corp. COMMON STOCK 31428X106 1,204,672 4,241,206 SH   SOLE   3,918,100 0 323,106
First Horizon National Corp. COMMON STOCK 320517105 142,283 8,414,143 SH   SOLE   8,414,143 0 0
First Republic Bank, Class A COMMON STOCK 33616C100 134,000 803,601 SH   SOLE   803,601 0 0
Fiserv Inc. COMMON STOCK 337738108 695,132 5,839,490 SH   SOLE   5,260,045 0 579,445
Gilead Sciences Inc. COMMON STOCK 375558103 355,320 5,497,761 SH   SOLE   4,964,419 0 533,342
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 192,007 5,204,848 SH   SOLE   5,204,848 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 89,732 882,929 SH   SOLE   882,929 0 0
Hanesbrands Inc. COMMON STOCK 410345102 114,683 5,830,367 SH   SOLE   5,830,367 0 0
Hilton Worldwide Holdings Inc. COMMON STOCK 43300A203 127,920 1,057,892 SH   SOLE   1,057,892 0 0
Hologic Inc. COMMON STOCK 436440101 226,545 3,045,777 SH   SOLE   3,045,777 0 0
IDACORP Inc. COMMON STOCK 451107106 116,690 1,167,250 SH   SOLE   1,167,250 0 0
IDEXX Laboratories Inc. COMMON STOCK 45168D104 34,872 71,268 SH   SOLE   71,268 0 0
Illumina Inc. COMMON STOCK 452327109 94,477 245,995 SH   SOLE   245,995 0 0
Insperity Inc. COMMON STOCK 45778Q107 10,410 124,318 SH   SOLE   124,318 0 0
Intel Corp. COMMON STOCK 458140100 526,079 8,219,979 SH   SOLE   7,697,664 0 522,315
Intuit Corp. COMMON STOCK 461202103 33,785 88,197 SH   SOLE   88,197 0 0
Jack Henry & Associates Inc. COMMON STOCK 426281101 177,704 1,171,261 SH   SOLE   1,171,261 0 0
Kansas City Southern COMMON STOCK 485170302 648,855 2,458,528 SH   SOLE   2,278,851 0 179,677
KLA Corp. COMMON STOCK 482480100 275,158 832,802 SH   SOLE   832,802 0 0
Lam Research Corp. COMMON STOCK 512807108 81,963 137,697 SH   SOLE   137,697 0 0
LEVI STRAUSS & CO- CLASS A COMMON STOCK 52736R102 109,283 4,570,587 SH   SOLE   4,570,587 0 0
Linde plc COMMON STOCK 00BZ12WP8 925,804 3,304,791 SH   SOLE   2,868,828 0 435,963
Lululemon Athletica Inc. COMMON STOCK 550021109 16,735 54,564 SH   SOLE   54,564 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 19,787 39,739 SH   SOLE   39,739 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 987,270 2,772,840 SH   SOLE   2,530,893 0 241,947
Maxim Integrated Products Inc. COMMON STOCK 57772K101 171,206 1,873,762 SH   SOLE   1,873,762 0 0
McCormick & Co., Non-Voting Shares COMMON STOCK 579780206 63,375 710,802 SH   SOLE   710,802 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 74,501 2,356,880 SH   SOLE   2,356,880 0 0
Micron Technology Inc. COMMON STOCK 595112103 896,820 10,166,878 SH   SOLE   9,411,507 0 755,371
Microsoft Corp. COMMON STOCK 594918104 1,664,663 7,060,537 SH   SOLE   6,372,045 0 688,492
Mondelez International Inc., Class A COMMON STOCK 609207105 670,649 11,458,219 SH   SOLE   10,321,259 0 1,136,960
Monolithic Power Systems Inc. COMMON STOCK 609839105 17,753 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 20,804 92,446 SH   SOLE   92,446 0 0
nCino Inc. COMMON STOCK 63947U107 16,791 251,666 SH   SOLE   251,666 0 0
Novartis AG, ADR COMMON STOCK 66987V109 79,608 931,309 SH   SOLE   931,309 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 268,809 6,159,704 SH   SOLE   6,159,704 0 0
NVIDIA Corp. COMMON STOCK 67066G104 638,364 1,195,595 SH   SOLE   1,077,559 0 118,036
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 34,910 145,211 SH   SOLE   145,211 0 0
Omnicom Group COMMON STOCK 681919106 93,830 1,265,409 SH   SOLE   1,265,409 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 199,635 393,564 SH   SOLE   393,564 0 0
Paychex Inc. COMMON STOCK 704326107 74,226 757,253 SH   SOLE   757,253 0 0
Pentair plc COMMON STOCK 00BLS09M3 655,160 10,512,851 SH   SOLE   9,766,143 0 746,708
Pool Corp. COMMON STOCK 73278L105 30,866 89,405 SH   SOLE   89,405 0 0
PPG Industries Inc. COMMON STOCK 693506107 182,362 1,213,640 SH   SOLE   1,213,640 0 0
Public Storage COMMON STOCK 74460D109 110,719 448,692 SH   SOLE   448,692 0 0
Republic Services Inc. COMMON STOCK 760759100 272,435 2,742,170 SH   SOLE   2,742,170 0 0
Roper Technologies Inc. COMMON STOCK 776696106 159,287 394,919 SH   SOLE   394,919 0 0
S&P Global Inc. COMMON STOCK 78409V104 971,046 2,751,850 SH   SOLE   2,505,462 0 246,388
SBA Communications Corp. COMMON STOCK 78410G104 117,468 423,231 SH   SOLE   423,231 0 0
Seagate Technology plc COMMON STOCK 00B58JVZ5 95,672 1,246,543 SH   SOLE   1,246,543 0 0
Seagen Inc. COMMON STOCK 81181C104 8,403 60,513 SH   SOLE   60,513 0 0
SelectQuote Inc. COMMON STOCK 816307300 139,934 4,741,907 SH   SOLE   4,741,907 0 0
Signature Bank COMMON STOCK 82669G104 140,078 619,540 SH   SOLE   619,540 0 0
Silvergate Capital Corp., Class A COMMON STOCK 82837P408 23,429 164,797 SH   SOLE   164,797 0 0
Southwest Airlines Co. COMMON STOCK 844741108 326,837 5,352,718 SH   SOLE   4,842,847 0 509,871
Square Inc., Class A COMMON STOCK 852234103 33,274 146,551 SH   SOLE   146,551 0 0
Sunrun Inc. COMMON STOCK 86771W105 10,060 166,333 SH   SOLE   166,333 0 0
Synopsys Inc. COMMON STOCK 871607107 459,623 1,854,964 SH   SOLE   1,733,444 0 121,520
Teleflex Inc. COMMON STOCK 879369106 241,635 581,608 SH   SOLE   581,608 0 0
Texas Instrument Inc. COMMON STOCK 882508104 614,425 3,251,096 SH   SOLE   2,931,816 0 319,280
The Clorox Co. COMMON STOCK 189054109 73,964 383,472 SH   SOLE   383,472 0 0
The Gap Inc. COMMON STOCK 364760108 148,065 4,971,959 SH   SOLE   4,971,959 0 0
The New York Times Co., Class A COMMON STOCK 650111107 23,653 467,258 SH   SOLE   467,258 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 793,505 5,859,148 SH   SOLE   5,279,470 0 579,678
The Progressive Corp. COMMON STOCK 743315103 66,927 700,000 SH   SOLE   700,000 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 18,600 28,543 SH   SOLE   28,543 0 0
Thomson Reuters Corp. COMMON STOCK 884903709 23,547 268,893 SH   SOLE   268,893 0 0
Trimble Inc. COMMON STOCK 896239100 235,241 3,024,053 SH   SOLE   3,024,053 0 0
Veeva Systems Inc., Class A COMMON STOCK 922475108 11,474 43,920 SH   SOLE   43,920 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 198,235 1,121,939 SH   SOLE   1,121,939 0 0
Verizon Communications Inc. COMMON STOCK 92343V104 1,013,336 17,426,230 SH   SOLE   15,885,514 0 1,540,716
VF Corp. COMMON STOCK 918204108 803,020 10,047,797 SH   SOLE   9,316,933 0 730,864
W.W. Grainger Inc. COMMON STOCK 384802104 106,316 265,173 SH   SOLE   265,173 0 0
Waste Management Inc. COMMON STOCK 94106L109 789,036 6,115,606 SH   SOLE   5,514,052 0 601,554
Western Digital Corp. COMMON STOCK 958102105 388,475 5,819,844 SH   SOLE   5,819,844 0 0
Xylem Inc. COMMON STOCK 98419M100 639,087 6,076,124 SH   SOLE   5,664,633 0 411,491