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 5,300 194,149 SH   SOLE   194,149 0 0
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024 PREFERRED STOCK 253868822 3,230 114,608 SH   SOLE   114,608 0 0
Public Storage, 5.15 percent, due 06/02/2022 PREFERRED STOCK 74460W511 1,017 40,000 SH   SOLE   40,000 0 0
Public Storage, 3.88 percent, due 10/06/2025 PREFERRED STOCK 74460W685 2,979 111,127 SH   SOLE   111,127 0 0
Sunrun Inc., 0.00 percent, due 02/01/2026 CONVERTIBLE 86771WAA3 1,342 1,500,000 PRN   SOLE   1,500,000 0 0
10x Genomics Inc., Class A COMMON STOCK 88025U109 18,243 93,160 SH   SOLE   93,160 0 0
Accenture plc, Class A COMMON STOCK G1151C101 84,125 285,374 SH   SOLE   285,374 0 0
Adobe Inc. COMMON STOCK 00724F101 724,683 1,237,420 SH   SOLE   1,111,440 0 125,980
Agilent Technologies Inc. COMMON STOCK 00846U101 396,747 2,684,170 SH   SOLE   2,684,170 0 0
Alexandria Real Estate Equipment COMMON STOCK 015271109 440,020 2,418,490 SH   SOLE   2,174,700 0 243,790
Alnylam Pharmaceuticals Inc. COMMON STOCK 02043Q107 13,153 77,587 SH   SOLE   77,587 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 1,692,336 693,072 SH   SOLE   625,189 0 67,883
American Express Co. COMMON STOCK 025816109 133,567 808,371 SH   SOLE   808,371 0 0
American Tower Corp. COMMON STOCK 03027X100 946,293 3,502,972 SH   SOLE   3,146,687 0 356,285
Americold Realty Trust COMMON STOCK 03064D108 185,707 4,906,386 SH   SOLE   4,906,386 0 0
ANGI Inc., Class A COMMON STOCK 00183L102 154,853 11,453,616 SH   SOLE   11,453,616 0 0
Ansys Inc. COMMON STOCK 03662Q105 137,575 396,402 SH   SOLE   396,402 0 0
Apple Inc. COMMON STOCK 037833100 927,225 6,770,045 SH   SOLE   6,156,925 0 613,120
Applied Materials Inc. COMMON STOCK 038222105 954,592 6,703,595 SH   SOLE   6,086,909 0 616,686
Autodesk Inc. COMMON STOCK 052769106 35,491 121,587 SH   SOLE   121,587 0 0
Avalara Inc. COMMON STOCK 05338G106 28,208 174,337 SH   SOLE   174,337 0 0
Avantor Inc. COMMON STOCK 05352A100 192,647 5,425,156 SH   SOLE   5,425,156 0 0
Bank of America Corp. COMMON STOCK 060505104 123,690 3,000,000 SH   SOLE   3,000,000 0 0
Bank of New York Mellon Corp. COMMON STOCK 064058100 125,214 2,444,145 SH   SOLE   2,444,145 0 0
Becton Dickinson and Co. COMMON STOCK 075887109 1,082,551 4,451,463 SH   SOLE   4,033,741 0 417,722
Berkeley Lights Inc. COMMON STOCK 084310101 15,930 355,492 SH   SOLE   355,492 0 0
Biogen Inc. COMMON STOCK 09062X103 156,532 452,053 SH   SOLE   452,053 0 0
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 224,026 2,684,874 SH   SOLE   2,684,874 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 625,166 285,713 SH   SOLE   256,201 0 29,512
Boston Scientific Corp. COMMON STOCK 101137107 646,222 15,112,760 SH   SOLE   13,577,300 0 1,535,460
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 141,878 878,338 SH   SOLE   878,338 0 0
Burlington Stores Inc. COMMON STOCK 122017106 266,907 828,931 SH   SOLE   828,931 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 179,933 1,920,927 SH   SOLE   1,920,927 0 0
Cable One Inc. COMMON STOCK 12685J105 164,102 85,791 SH   SOLE   85,791 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 677,072 4,948,630 SH   SOLE   4,563,418 0 385,212
Capital One Financial Corp. COMMON STOCK 14040H105 123,752 800,000 SH   SOLE   800,000 0 0
Cboe Global Markets Inc. COMMON STOCK 12503M108 196,155 1,647,669 SH   SOLE   1,647,669 0 0
Cerner Corp. COMMON STOCK 156782104 325,740 4,167,602 SH   SOLE   4,167,602 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 159,000 3,000,000 SH   SOLE   3,000,000 0 0
CME Group Inc. COMMON STOCK 12572Q105 1,307,071 6,145,717 SH   SOLE   5,518,777 0 626,940
Comcast Corp., Class A COMMON STOCK 20030N101 1,315,076 23,063,410 SH   SOLE   20,712,984 0 2,350,426
CoStar Group Inc. COMMON STOCK 22160N109 32,051 387,000 SH   SOLE   387,000 0 0
Costco Wholesale Corp. COMMON STOCK 22160K105 792,157 2,002,064 SH   SOLE   1,797,654 0 204,410
Cummins Inc. COMMON STOCK 231021106 100,022 410,246 SH   SOLE   410,246 0 0
Danaher Corp. COMMON STOCK 235851102 1,334,331 4,972,167 SH   SOLE   4,455,667 0 516,500
Deere & Co. COMMON STOCK 244199105 1,067,501 3,026,568 SH   SOLE   2,712,876 0 313,692
Digital Realty Trust Inc. COMMON STOCK 253868103 623,863 4,146,372 SH   SOLE   3,819,299 0 327,073
Discover Financial Services COMMON STOCK 254709108 123,431 1,043,461 SH   SOLE   1,043,461 0 0
Fair Isaac Corp. COMMON STOCK 303250104 22,002 43,769 SH   SOLE   43,769 0 0
FedEx Corp. COMMON STOCK 31428X106 1,167,511 3,913,487 SH   SOLE   3,566,765 0 346,722
First Horizon National Corp. COMMON STOCK 320517105 122,981 7,116,946 SH   SOLE   7,116,946 0 0
First Republic Bank, Class A COMMON STOCK 33616C100 132,343 707,074 SH   SOLE   707,074 0 0
Fiserv Inc. COMMON STOCK 337738108 806,960 7,549,440 SH   SOLE   6,779,511 0 769,929
Gilead Sciences Inc. COMMON STOCK 375558103 713,530 10,362,033 SH   SOLE   9,506,028 0 856,005
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 215,974 6,231,231 SH   SOLE   6,231,231 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 203,232 1,802,984 SH   SOLE   1,802,984 0 0
Hanesbrands Inc. COMMON STOCK 410345102 140,262 7,512,685 SH   SOLE   7,512,685 0 0
Hilton Worldwide Holdings Inc. COMMON STOCK 43300A203 127,603 1,057,892 SH   SOLE   1,057,892 0 0
Hologic Inc. COMMON STOCK 436440101 274,613 4,115,905 SH   SOLE   4,115,905 0 0
IDACORP Inc. COMMON STOCK 451107106 122,738 1,258,852 SH   SOLE   1,258,852 0 0
IDEXX Laboratories Inc. COMMON STOCK 45168D104 45,009 71,268 SH   SOLE   71,268 0 0
Illumina Inc. COMMON STOCK 452327109 117,258 247,792 SH   SOLE   247,792 0 0
Insperity Inc. COMMON STOCK 45778Q107 11,235 124,318 SH   SOLE   124,318 0 0
Intel Corp. COMMON STOCK 458140100 474,445 8,451,100 SH   SOLE   7,895,765 0 555,335
Intuit Corp. COMMON STOCK 461202103 53,925 110,012 SH   SOLE   110,012 0 0
Jack Henry & Associates Inc. COMMON STOCK 426281101 236,971 1,449,274 SH   SOLE   1,449,274 0 0
Kansas City Southern COMMON STOCK 485170302 535,457 1,889,605 SH   SOLE   1,697,821 0 191,784
KLA Corp. COMMON STOCK 482480100 219,325 676,491 SH   SOLE   676,491 0 0
Levi Strauss & Co., Class A COMMON STOCK 52736R102 126,697 4,570,587 SH   SOLE   4,570,587 0 0
Linde plc COMMON STOCK 00BZ12WP8 977,744 3,382,027 SH   SOLE   3,030,390 0 351,637
Lululemon Athletica Inc. COMMON STOCK 550021109 19,914 54,564 SH   SOLE   54,564 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 22,934 49,470 SH   SOLE   49,470 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 927,981 2,541,786 SH   SOLE   2,309,491 0 232,295
McCormick & Co., Non-Voting Shares COMMON STOCK 579780206 129,625 1,467,677 SH   SOLE   1,467,677 0 0
Merck & Co., Inc. COMMON STOCK 58933Y105 132,777 1,707,302 SH   SOLE   1,707,302 0 0
Micron Technology Inc. COMMON STOCK 595112103 561,071 6,602,391 SH   SOLE   6,077,061 0 525,330
Microsoft Corp. COMMON STOCK 594918104 2,145,955 7,921,575 SH   SOLE   7,152,090 0 769,485
Mondelez International Inc., Class A COMMON STOCK 609207105 840,336 13,458,297 SH   SOLE   12,086,052 0 1,372,245
Monolithic Power Systems Inc. COMMON STOCK 609839105 18,770 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 23,769 92,446 SH   SOLE   92,446 0 0
Nike Inc., Class B COMMON STOCK 654106103 553,035 3,579,748 SH   SOLE   3,207,569 0 372,179
Novartis AG, ADR COMMON STOCK 66987V109 85,747 939,794 SH   SOLE   939,794 0 0
Nuance Communications Inc. COMMON STOCK 67020Y100 203,862 3,744,702 SH   SOLE   3,744,702 0 0
NVIDIA Corp. COMMON STOCK 67066G104 893,262 1,116,438 SH   SOLE   1,001,045 0 115,393
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 36,855 145,211 SH   SOLE   145,211 0 0
Omnicom Group COMMON STOCK 681919106 106,551 1,332,057 SH   SOLE   1,332,057 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 259,346 458,038 SH   SOLE   458,038 0 0
Paychex Inc. COMMON STOCK 704326107 90,261 841,205 SH   SOLE   841,205 0 0
Pentair plc COMMON STOCK 00BLS09M3 748,958 11,097,321 SH   SOLE   10,302,693 0 794,628
Pool Corp. COMMON STOCK 73278L105 41,006 89,405 SH   SOLE   89,405 0 0
PPG Industries Inc. COMMON STOCK 693506107 206,040 1,213,640 SH   SOLE   1,213,640 0 0
Public Storage COMMON STOCK 74460D109 134,917 448,692 SH   SOLE   448,692 0 0
Republic Services Inc. COMMON STOCK 760759100 335,140 3,046,446 SH   SOLE   3,046,446 0 0
Roper Technologies Inc. COMMON STOCK 776696106 223,305 474,914 SH   SOLE   474,914 0 0
S&P Global Inc. COMMON STOCK 78409V104 1,159,324 2,824,519 SH   SOLE   2,561,854 0 262,665
SBA Communications Corp. COMMON STOCK 78410G104 213,738 670,657 SH   SOLE   670,657 0 0
Seagate Technology plc COMMON STOCK 00BKVD2N4 109,609 1,246,543 SH   SOLE   1,246,543 0 0
Seagen Inc. COMMON STOCK 81181C104 9,554 60,513 SH   SOLE   60,513 0 0
SelectQuote Inc. COMMON STOCK 816307300 147,575 7,662,275 SH   SOLE   7,662,275 0 0
Signature Bank COMMON STOCK 82669G104 178,783 727,796 SH   SOLE   727,796 0 0
Silvergate Capital Corp., Class A COMMON STOCK 82837P408 18,675 164,797 SH   SOLE   164,797 0 0
Simon Property Group Inc. COMMON STOCK 828806109 119,235 913,815 SH   SOLE   913,815 0 0
Southwest Airlines Co. COMMON STOCK 844741108 286,159 5,390,078 SH   SOLE   4,844,183 0 545,895
Square Inc., Class A COMMON STOCK 852234103 35,729 146,551 SH   SOLE   146,551 0 0
Sunrun Inc. COMMON STOCK 86771W105 11,568 207,381 SH   SOLE   207,381 0 0
Synopsys Inc. COMMON STOCK 871607107 513,763 1,862,877 SH   SOLE   1,733,641 0 129,236
Teleflex Inc. COMMON STOCK 879369106 240,884 599,526 SH   SOLE   599,526 0 0
Texas Instrument Inc. COMMON STOCK 882508104 642,104 3,339,073 SH   SOLE   2,998,037 0 341,036
The AES Corp. COMMON STOCK 00130H105 95,529 3,664,321 SH   SOLE   3,664,321 0 0
The Charles Schwab Corp. COMMON STOCK 808513105 1,251,099 17,183,061 SH   SOLE   15,735,200 0 1,447,861
The Clorox Co. COMMON STOCK 189054109 88,516 492,001 SH   SOLE   492,001 0 0
The Gap Inc. COMMON STOCK 364760108 126,374 3,755,550 SH   SOLE   3,755,550 0 0
The New York Times Co., Class A COMMON STOCK 650111107 20,349 467,258 SH   SOLE   467,258 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 939,976 6,966,401 SH   SOLE   6,255,876 0 710,525
The Progressive Corp. COMMON STOCK 743315103 108,543 1,105,217 SH   SOLE   1,105,217 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 22,081 285,430 SH   SOLE   285,430 0 0
Thomson Reuters Corp. COMMON STOCK 884903709 26,706 268,893 SH   SOLE   268,893 0 0
Trimble Inc. COMMON STOCK 896239100 247,458 3,024,053 SH   SOLE   3,024,053 0 0
Veeva Systems Inc., Class A COMMON STOCK 922475108 13,657 43,920 SH   SOLE   43,920 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 217,781 1,246,456 SH   SOLE   1,246,456 0 0
Verizon Communications Inc. COMMON STOCK 92343V104 1,180,157 21,062,942 SH   SOLE   19,264,172 0 1,798,770
Vertex Pharmaceuticals Inc. COMMON STOCK 92532F100 124,897 619,438 SH   SOLE   619,438 0 0
VF Corp. COMMON STOCK 918204108 1,022,233 12,460,177 SH   SOLE   11,502,539 0 957,638
W.W. Grainger Inc. COMMON STOCK 384802104 116,146 265,173 SH   SOLE   265,173 0 0
Waste Management Inc. COMMON STOCK 94106L109 881,351 6,290,422 SH   SOLE   5,647,945 0 642,477
Western Digital Corp. COMMON STOCK 958102105 399,715 5,616,339 SH   SOLE   5,616,339 0 0
Xylem Inc. COMMON STOCK 98419M100 756,664 6,307,639 SH   SOLE   5,869,752 0 437,887