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 5,985 223,739 SH   SOLE   223,739 0 0
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024 PREFERRED STOCK 253868822 3,117 114,608 SH   SOLE   114,608 0 0
Public Storage, 4.00 percent, due 07/01/2029 PREFERRED STOCK 74460W461 3,193 125,000 SH   SOLE   125,000 0 0
Public Storage, 4.00 percent, due 06/16/2026 PREFERRED STOCK 74460W511 1,026 40,000 SH   SOLE   40,000 0 0
Public Storage, 3.88 percent, due 10/06/2025 PREFERRED STOCK 74460W685 1,544 60,204 SH   SOLE   60,204 0 0
The Charles Schwab Corp., 4.45 percent, due 06/01/2026 PREFERRED STOCK 808513865 963 36,755 SH   SOLE   36,755 0 0
Sunrun Inc., 0.00 percent, due 02/01/2026 CONVERTIBLE 86771WAA3 1,278 1,500,000 PRN   SOLE   1,500,000 0 0
10x Genomics Inc., Class A COMMON STOCK 88025U109 13,562 93,160 SH   SOLE   93,160 0 0
Accenture plc, Class A COMMON STOCK G1151C101 91,297 285,374 SH   SOLE   285,374 0 0
Adobe Inc. COMMON STOCK 00724F101 756,021 1,313,174 SH   SOLE   1,163,668 0 149,506
The AES Corp. COMMON STOCK 00130H105 84,445 3,698,870 SH   SOLE   3,698,870 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 416,023 2,640,914 SH   SOLE   2,640,914 0 0
Alexandria Real Estate Equipment COMMON STOCK 015271109 469,485 2,457,136 SH   SOLE   2,175,267 0 281,869
Alnylam Pharmaceuticals Inc. COMMON STOCK 02043Q107 14,649 77,587 SH   SOLE   77,587 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 1,994,384 745,977 SH   SOLE   666,393 0 79,584
American Express Co. COMMON STOCK 025816109 135,426 808,371 SH   SOLE   808,371 0 0
American Tower Corp. COMMON STOCK 03027X100 962,224 3,625,425 SH   SOLE   3,213,768 0 411,657
Americold Realty Trust COMMON STOCK 03064D108 142,531 4,906,386 SH   SOLE   4,906,386 0 0
ANGI Inc., Class A COMMON STOCK 00183L102 151,604 12,285,593 SH   SOLE   12,285,593 0 0
Ansys Inc. COMMON STOCK 03662Q105 134,955 396,402 SH   SOLE   396,402 0 0
Apple Inc. COMMON STOCK 037833100 1,002,253 7,083,059 SH   SOLE   6,368,017 0 715,042
Applied Materials Inc. COMMON STOCK 038222105 912,024 7,084,784 SH   SOLE   6,369,024 0 715,760
Autodesk Inc. COMMON STOCK 052769106 34,673 121,587 SH   SOLE   121,587 0 0
Avalara Inc. COMMON STOCK 05338G106 30,469 174,337 SH   SOLE   174,337 0 0
Avantor Inc. COMMON STOCK 05352A100 240,424 5,878,335 SH   SOLE   5,878,335 0 0
BALL Corp. COMMON STOCK 058498106 817,766 9,089,314 SH   SOLE   8,208,181 0 881,133
Bank of America Corp. COMMON STOCK 060505104 127,350 3,000,000 SH   SOLE   3,000,000 0 0
Bank of New York Mellon Corp. COMMON STOCK 064058100 126,704 2,444,145 SH   SOLE   2,444,145 0 0
Becton Dickinson and Co. COMMON STOCK 075887109 1,156,890 4,706,249 SH   SOLE   4,220,578 0 485,671
Biogen Inc. COMMON STOCK 09062X103 127,926 452,053 SH   SOLE   452,053 0 0
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 207,514 2,684,874 SH   SOLE   2,684,874 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 717,649 302,312 SH   SOLE   268,064 0 34,248
Boston Scientific Corp. COMMON STOCK 101137107 680,223 15,676,957 SH   SOLE   13,890,199 0 1,786,758
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 146,366 878,338 SH   SOLE   878,338 0 0
Burlington Stores Inc. COMMON STOCK 122017106 226,820 799,872 SH   SOLE   799,872 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 167,121 1,920,927 SH   SOLE   1,920,927 0 0
Cable One Inc. COMMON STOCK 12685J105 155,550 85,791 SH   SOLE   85,791 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 777,204 5,132,094 SH   SOLE   4,681,313 0 450,781
Capital One Financial Corp. COMMON STOCK 14040H105 113,379 700,000 SH   SOLE   700,000 0 0
Cboe Global Markets Inc. COMMON STOCK 12503M108 204,080 1,647,669 SH   SOLE   1,647,669 0 0
Cerner Corp. COMMON STOCK 156782104 293,899 4,167,602 SH   SOLE   4,167,602 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 163,290 3,000,000 SH   SOLE   3,000,000 0 0
CME Group Inc. COMMON STOCK 12572Q105 1,372,495 7,097,398 SH   SOLE   6,294,162 0 803,236
Comcast Corp., Class A COMMON STOCK 20030N101 1,391,701 24,882,907 SH   SOLE   22,063,029 0 2,819,878
CoStar Group Inc. COMMON STOCK 22160N109 33,305 387,000 SH   SOLE   387,000 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 937,804 2,087,024 SH   SOLE   1,849,983 0 237,041
Cummins Inc. COMMON STOCK 231021106 102,279 455,464 SH   SOLE   455,464 0 0
Danaher Corp. COMMON STOCK 235851102 1,597,457 5,247,198 SH   SOLE   4,652,255 0 594,943
Deere & Co. COMMON STOCK 244199105 1,079,630 3,222,103 SH   SOLE   2,856,719 0 365,384
Digital Realty Trust Inc. COMMON STOCK 253868103 620,057 4,292,536 SH   SOLE   3,913,985 0 378,551
Discover Financial Services COMMON STOCK 254709108 98,387 800,869 SH   SOLE   800,869 0 0
FedEx Corp. COMMON STOCK 31428X106 112,888 514,788 SH   SOLE   514,788 0 0
First Horizon National Corp. COMMON STOCK 320517105 93,248 5,724,268 SH   SOLE   5,724,268 0 0
First Republic Bank, Class A COMMON STOCK 33616C100 136,380 707,074 SH   SOLE   707,074 0 0
Fiserv Inc. COMMON STOCK 337738108 995,413 9,174,316 SH   SOLE   8,135,197 0 1,039,119
The Gap Inc. COMMON STOCK 364760108 85,251 3,755,550 SH   SOLE   3,755,550 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 759,147 10,868,251 SH   SOLE   9,872,334 0 995,917
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 92,402 4,283,840 SH   SOLE   4,283,840 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 214,321 1,802,984 SH   SOLE   1,802,984 0 0
Hanesbrands Inc. COMMON STOCK 410345102 128,918 7,512,685 SH   SOLE   7,512,685 0 0
Hilton Worldwide Holdings Inc. COMMON STOCK 43300A203 139,758 1,057,892 SH   SOLE   1,057,892 0 0
Hologic Inc. COMMON STOCK 436440101 305,780 4,142,799 SH   SOLE   4,142,799 0 0
IDACORP Inc. COMMON STOCK 451107106 133,667 1,292,972 SH   SOLE   1,292,972 0 0
IDEXX Laboratories Inc. COMMON STOCK 45168D104 38,803 62,395 SH   SOLE   62,395 0 0
Illumina Inc. COMMON STOCK 452327109 94,303 232,497 SH   SOLE   232,497 0 0
Intel Corp. COMMON STOCK 458140100 526,459 9,880,993 SH   SOLE   9,129,014 0 751,979
Intuit Corp. COMMON STOCK 461202103 59,353 110,012 SH   SOLE   110,012 0 0
Jack Henry & Associates Inc. COMMON STOCK 426281101 237,768 1,449,274 SH   SOLE   1,449,274 0 0
Kansas City Southern COMMON STOCK 485170302 602,347 2,225,641 SH   SOLE   1,973,487 0 252,154
KLA Corp. COMMON STOCK 482480100 226,293 676,491 SH   SOLE   676,491 0 0
Levi Strauss & Co., Class A COMMON STOCK 52736R102 133,342 5,440,306 SH   SOLE   5,440,306 0 0
Linde plc COMMON STOCK 00BZ12WP8 1,057,589 3,604,843 SH   SOLE   3,196,123 0 408,720
Lululemon Athletica Inc. COMMON STOCK 550021109 22,082 54,564 SH   SOLE   54,564 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 28,886 68,663 SH   SOLE   68,663 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 1,100,308 3,164,716 SH   SOLE   2,840,182 0 324,534
Match Group Inc. COMMON STOCK 57667L107 26,489 168,730 SH   SOLE   168,730 0 0
McCormick & Co., Non-Voting Shares COMMON STOCK 579780206 118,926 1,467,677 SH   SOLE   1,467,677 0 0
Merck & Co., Inc. COMMON STOCK 58933Y105 146,985 1,956,933 SH   SOLE   1,956,933 0 0
Micron Technology Inc. COMMON STOCK 595112103 487,520 6,868,413 SH   SOLE   6,251,151 0 617,262
Microsoft Corp. COMMON STOCK 594918104 2,324,980 8,246,949 SH   SOLE   7,354,183 0 892,766
Mondelez International Inc., Class A COMMON STOCK 609207105 817,461 14,050,546 SH   SOLE   12,455,823 0 1,594,723
Monolithic Power Systems Inc. COMMON STOCK 609839105 24,361 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 23,946 92,446 SH   SOLE   92,446 0 0
The New Year Times Co., Class A COMMON STOCK 650111107 23,022 467,258 SH   SOLE   467,258 0 0
Nike Inc., Class B COMMON STOCK 654106103 550,836 3,792,856 SH   SOLE   3,360,728 0 432,128
Novartis AG, ADR COMMON STOCK 66987V109 94,212 1,152,019 SH   SOLE   1,152,019 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 189,464 3,442,301 SH   SOLE   3,442,301 0 0
NVIDIA Corp. COMMON STOCK 67066G104 959,032 4,629,428 SH   SOLE   4,104,023 0 525,405
Okta Inc., Class A COMMON STOCK 679295105 21,024 88,581 SH   SOLE   88,581 0 0
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 41,527 145,211 SH   SOLE   145,211 0 0
Omnicom Group COMMON STOCK 681919106 124,752 1,721,672 SH   SOLE   1,721,672 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 269,488 441,018 SH   SOLE   441,018 0 0
Paychex Inc. COMMON STOCK 704326107 94,594 841,205 SH   SOLE   841,205 0 0
Pentair plc COMMON STOCK 00BLS09M3 831,802 11,452,594 SH   SOLE   10,514,748 0 937,846
PepsiCo Inc. COMMON STOCK 713448108 137,694 915,459 SH   SOLE   915,459 0 0
Pool Corp. COMMON STOCK 73278L105 38,838 89,405 SH   SOLE   89,405 0 0
PPG Industries Inc. COMMON STOCK 693506107 185,039 1,293,891 SH   SOLE   1,293,891 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 1,010,408 7,227,522 SH   SOLE   6,403,845 0 823,677
The Progressive Corp. COMMON STOCK 743315103 99,901 1,105,217 SH   SOLE   1,105,217 0 0
Public Storage COMMON STOCK 74460D109 116,250 391,281 SH   SOLE   391,281 0 0
Republic Services Inc. COMMON STOCK 760759100 365,756 3,046,446 SH   SOLE   3,046,446 0 0
Roper Technologies Inc. COMMON STOCK 776696106 203,073 455,187 SH   SOLE   455,187 0 0
S&P Global Inc. COMMON STOCK 78409V104 1,242,974 2,925,402 SH   SOLE   2,624,513 0 300,889
SBA Communications Corp. COMMON STOCK 78410G104 221,699 670,657 SH   SOLE   670,657 0 0
The Charles Schwab Corp. COMMON STOCK 808513105 1,252,050 17,189,049 SH   SOLE   15,508,318 0 1,680,731
Seagate Technology plc COMMON STOCK 00BKVD2N4 102,865 1,246,543 SH   SOLE   1,246,543 0 0
Seagen Inc. COMMON STOCK 81181C104 10,275 60,513 SH   SOLE   60,513 0 0
SelectQuote Inc. COMMON STOCK 816307300 90,757 7,019,083 SH   SOLE   7,019,083 0 0
Signature Bank COMMON STOCK 82669G104 241,627 887,420 SH   SOLE   887,420 0 0
Silvergate Capital Corp., Class A COMMON STOCK 82837P408 12,884 111,554 SH   SOLE   111,554 0 0
Simon Property Group Inc. COMMON STOCK 828806109 118,769 913,815 SH   SOLE   913,815 0 0
Square Inc., Class A COMMON STOCK 852234103 35,149 146,551 SH   SOLE   146,551 0 0
StoneCo Ltd., Class A COMMON STOCK 00BGKG6M3 18,941 545,524 SH   SOLE   545,524 0 0
Sunrun Inc. COMMON STOCK 86771W105 9,125 207,381 SH   SOLE   207,381 0 0
Synopsys Inc. COMMON STOCK 871607107 574,366 1,918,325 SH   SOLE   1,766,657 0 151,668
Sysco Corp. COMMON STOCK 871829107 126,958 1,617,299 SH   SOLE   1,617,299 0 0
Teleflex Inc. COMMON STOCK 879369106 225,752 599,526 SH   SOLE   599,526 0 0
Texas Instrument Inc. COMMON STOCK 882508104 671,148 3,491,741 SH   SOLE   3,096,042 0 395,699
Thomson Reuters Corp. COMMON STOCK 884903709 29,707 268,893 SH   SOLE   268,893 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 20,066 285,430 SH   SOLE   285,430 0 0
Trimble Inc. COMMON STOCK 896239100 228,429 2,777,255 SH   SOLE   2,777,255 0 0
Veeva Systems Inc., Class A COMMON STOCK 922475108 12,656 43,920 SH   SOLE   43,920 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 249,628 1,246,456 SH   SOLE   1,246,456 0 0
Verizon Communications Inc. COMMON STOCK 92343V104 907,712 16,806,375 SH   SOLE   15,302,861 0 1,503,514
Vertex Pharmaceuticals Inc. COMMON STOCK 92532F100 112,360 619,438 SH   SOLE   619,438 0 0
VF Corp. COMMON STOCK 918204108 895,714 13,370,863 SH   SOLE   12,246,246 0 1,124,617
VMware Inc., Class A COMMON STOCK 928563402 108,196 727,616 SH   SOLE   727,616 0 0
Waste Management Inc. COMMON STOCK 94106L109 987,886 6,614,129 SH   SOLE   5,867,022 0 747,107
Western Digital Corp. COMMON STOCK 958102105 316,986 5,616,339 SH   SOLE   5,616,339 0 0
W.W. Grainger Inc. COMMON STOCK 384802104 104,229 265,173 SH   SOLE   265,173 0 0
Xylem Inc. COMMON STOCK 98419M100 794,983 6,427,744 SH   SOLE   5,915,909 0 511,835