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 5,947 223,739 SH   SOLE   223,739 0 0
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024 PREFERRED STOCK 253868822 3,069 114,608 SH   SOLE   114,608 0 0
Public Storage, 4.00 percent, due 07/01/2029 PREFERRED STOCK 74460W461 3,526 140,549 SH   SOLE   140,549 0 0
Public Storage, 4.00 percent, due 06/16/2026 PREFERRED STOCK 74460W511 1,008 40,000 SH   SOLE   40,000 0 0
Public Storage, 3.88 percent, due 10/06/2025 PREFERRED STOCK 74460W685 1,177 45,839 SH   SOLE   45,839 0 0
The Charles Schwab Corp., 4.45 percent, due 06/01/2026 PREFERRED STOCK 808513865 2,265 86,755 SH   SOLE   86,755 0 0
Sunrun Inc., 0.00 percent, due 02/01/2026 CONVERTIBLE 86771WAA3 1,558 2,000,000 PRN   SOLE   2,000,000 0 0
10x Genomics Inc., Class A COMMON STOCK 88025U109 13,877 93,160 SH   SOLE   93,160 0 0
Accenture plc, Class A COMMON STOCK G1151C101 95,866 231,254 SH   SOLE   231,254 0 0
Adobe Inc. COMMON STOCK 00724F101 740,425 1,305,726 SH   SOLE   1,178,147 0 127,579
The AES Corp. COMMON STOCK 00130H105 89,883 3,698,870 SH   SOLE   3,698,870 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 403,536 2,527,632 SH   SOLE   2,527,632 0 0
Alexandria Real Estate Equipment COMMON STOCK 015271109 546,554 2,451,355 SH   SOLE   2,212,360 0 238,995
Alnylam Pharmaceuticals Inc. COMMON STOCK 02043Q107 13,157 77,587 SH   SOLE   77,587 0 0
Alphabet Inc., Class A COMMON STOCK 02079K305 2,262,797 781,072 SH   SOLE   708,718 0 72,354
American Express Co. COMMON STOCK 025816109 132,249 808,371 SH   SOLE   808,371 0 0
American Tower Corp. COMMON STOCK 03027X100 1,043,963 3,569,106 SH   SOLE   3,218,424 0 350,682
Americold Realty Trust COMMON STOCK 03064D108 179,265 5,467,059 SH   SOLE   5,467,059 0 0
Angi Inc., Class A COMMON STOCK 00183L102 126,279 13,711,052 SH   SOLE   13,711,052 0 0
Ansys Inc. COMMON STOCK 03662Q105 159,005 396,402 SH   SOLE   396,402 0 0
Apple Inc. COMMON STOCK 037833100 1,240,383 6,985,314 SH   SOLE   6,376,400 0 608,914
Applied Materials Inc. COMMON STOCK 038222105 1,099,831 6,989,270 SH   SOLE   6,377,710 0 611,560
Autodesk Inc. COMMON STOCK 052769106 27,406 97,465 SH   SOLE   97,465 0 0
Avalara Inc. COMMON STOCK 05338G106 196,868 1,524,808 SH   SOLE   1,524,808 0 0
Avantor Inc. COMMON STOCK 05352A100 248,617 5,899,777 SH   SOLE   5,899,777 0 0
BALL Corp. COMMON STOCK 058498106 1,053,797 10,946,268 SH   SOLE   10,066,767 0 879,501
Bank of America Corp. COMMON STOCK 060505104 133,470 3,000,000 SH   SOLE   3,000,000 0 0
Bank of New York Mellon Corp. COMMON STOCK 064058100 141,956 2,444,145 SH   SOLE   2,444,145 0 0
Becton, Dickinson and Co. COMMON STOCK 075887109 1,281,960 5,097,664 SH   SOLE   4,640,061 0 457,603
Biogen Inc. COMMON STOCK 09062X103 108,457 452,053 SH   SOLE   452,053 0 0
BioMarin Pharmaceutical Inc. COMMON STOCK 09061G101 240,836 2,725,930 SH   SOLE   2,725,930 0 0
Block Inc. COMMON STOCK 852234103 23,669 146,551 SH   SOLE   146,551 0 0
Booking Holdings Inc. COMMON STOCK 09857L108 713,954 297,576 SH   SOLE   268,434 0 29,142
Boston Scientific Corp. COMMON STOCK 101137107 660,162 15,540,531 SH   SOLE   14,020,638 0 1,519,893
Broadridge Financial Solutions Inc. COMMON STOCK 11133T103 171,701 939,182 SH   SOLE   939,182 0 0
Burlington Stores Inc. COMMON STOCK 122017106 265,922 912,224 SH   SOLE   912,224 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 206,749 1,920,927 SH   SOLE   1,920,927 0 0
Cable One Inc. COMMON STOCK 12685J105 148,417 84,163 SH   SOLE   84,163 0 0
Cadence Design Systems Inc. COMMON STOCK 127387108 944,604 5,068,980 SH   SOLE   4,686,454 0 382,526
Canadian Pacific Railway Ltd. COMMON STOCK 13645T100 455,086 6,325,918 SH   SOLE   5,699,462 0 626,456
Capital One Financial Corp. COMMON STOCK 14040H105 101,563 700,000 SH   SOLE   700,000 0 0
Cboe Global Markets Inc. COMMON STOCK 12503M108 216,807 1,662,632 SH   SOLE   1,662,632 0 0
Cerner Corp. COMMON STOCK 156782104 378,426 4,074,792 SH   SOLE   4,074,792 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 190,110 3,000,000 SH   SOLE   3,000,000 0 0
CME Group Inc. COMMON STOCK 12572Q105 1,491,563 6,528,769 SH   SOLE   5,890,872 0 637,897
Comcast Corp., Class A COMMON STOCK 20030N101 1,250,364 24,843,317 SH   SOLE   22,435,825 0 2,407,492
CoStar Group Inc. COMMON STOCK 22160N109 475,593 6,017,875 SH   SOLE   5,670,466 0 347,409
Costco Wholesale Corp. COMMON STOCK 22160K105 1,170,671 2,062,131 SH   SOLE   1,860,243 0 201,888
Coupa Software Inc. COMMON STOCK 22266L106 9,949 62,946 SH   SOLE   62,946 0 0
Cummins Inc. COMMON STOCK 231021106 99,355 455,464 SH   SOLE   455,464 0 0
Danaher Corp. COMMON STOCK 235851102 1,458,252 4,432,242 SH   SOLE   3,999,465 0 432,777
Deere & Co. COMMON STOCK 244199105 1,221,743 3,563,078 SH   SOLE   3,214,993 0 348,085
Digital Realty Trust Inc. COMMON STOCK 253868103 735,327 4,157,446 SH   SOLE   3,835,118 0 322,328
Discover Financial Services COMMON STOCK 254709108 92,548 800,869 SH   SOLE   800,869 0 0
FedEx Corp. COMMON STOCK 31428X106 133,145 514,788 SH   SOLE   514,788 0 0
First Horizon National Corp. COMMON STOCK 320517105 93,477 5,724,268 SH   SOLE   5,724,268 0 0
First Republic Bank, Class A COMMON STOCK 33616C100 124,849 604,566 SH   SOLE   604,566 0 0
Fiserv Inc. COMMON STOCK 337738108 1,534,430 14,783,988 SH   SOLE   13,344,294 0 1,439,694
Five9 Inc. COMMON STOCK 338307101 21,729 158,235 SH   SOLE   158,235 0 0
The Gap Inc. COMMON STOCK 364760108 89,446 5,067,768 SH   SOLE   5,067,768 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 779,016 10,728,775 SH   SOLE   9,880,443 0 848,332
Global Payments Inc. COMMON STOCK 37940X102 143,300 1,060,066 SH   SOLE   1,060,066 0 0
Grocery Outlet Holding Corp. COMMON STOCK 39874R101 136,961 4,843,029 SH   SOLE   4,843,029 0 0
Guidewire Software Inc. COMMON STOCK 40171V100 246,187 2,168,477 SH   SOLE   2,168,477 0 0
Hanesbrands Inc. COMMON STOCK 410345102 125,612 7,512,685 SH   SOLE   7,512,685 0 0
Hilton Worldwide Holdings Inc. COMMON STOCK 43300A203 165,021 1,057,892 SH   SOLE   1,057,892 0 0
Hologic Inc. COMMON STOCK 436440101 326,897 4,269,814 SH   SOLE   4,269,814 0 0
IDACORP Inc. COMMON STOCK 451107106 146,507 1,292,972 SH   SOLE   1,292,972 0 0
IDEXX Laboratories Inc. COMMON STOCK 45168D104 41,085 62,395 SH   SOLE   62,395 0 0
Illumina Inc. COMMON STOCK 452327109 88,451 232,497 SH   SOLE   232,497 0 0
Intel Corp. COMMON STOCK 458140100 503,348 9,773,737 SH   SOLE   9,136,143 0 637,594
Intuit Corp. COMMON STOCK 461202103 70,762 110,012 SH   SOLE   110,012 0 0
Jack Henry & Associates Inc. COMMON STOCK 426281101 251,244 1,504,545 SH   SOLE   1,504,545 0 0
KLA Corp. COMMON STOCK 482480100 241,091 560,534 SH   SOLE   560,534 0 0
Levi Strauss & Co., Class A COMMON STOCK 52736R102 136,171 5,440,306 SH   SOLE   5,440,306 0 0
Linde plc COMMON STOCK G5494J103 1,229,338 3,548,591 SH   SOLE   3,200,868 0 347,723
Lululemon Athletica Inc. COMMON STOCK 550021109 21,359 54,564 SH   SOLE   54,564 0 0
MarketAxess Holdings Inc. COMMON STOCK 57060D108 31,977 77,751 SH   SOLE   77,751 0 0
Mastercard Inc., Class A COMMON STOCK 57636Q104 1,452,648 4,042,770 SH   SOLE   3,679,376 0 363,394
Match Group Inc. COMMON STOCK 57667L107 22,315 168,730 SH   SOLE   168,730 0 0
McCormick & Co., Non-Voting Shares COMMON STOCK 579780206 154,630 1,600,559 SH   SOLE   1,600,559 0 0
MercadoLibre Inc. COMMON STOCK 58733R102 15,958 11,835 SH   SOLE   11,835 0 0
Merck & Co., Inc. COMMON STOCK 58933Y105 176,774 2,306,548 SH   SOLE   2,306,548 0 0
Micron Technology Inc. COMMON STOCK 595112103 631,923 6,783,924 SH   SOLE   6,257,821 0 526,103
Microsoft Corp. COMMON STOCK 594918104 2,680,228 7,969,279 SH   SOLE   7,227,107 0 742,172
Mondelez International Inc., Class A COMMON STOCK 609207105 917,270 13,833,058 SH   SOLE   12,475,147 0 1,357,911
Monolithic Power Systems Inc. COMMON STOCK 609839105 24,796 50,262 SH   SOLE   50,262 0 0
Morningstar Inc. COMMON STOCK 617700109 31,616 92,446 SH   SOLE   92,446 0 0
The New Year Times Co., Class A COMMON STOCK 650111107 11,893 246,238 SH   SOLE   246,238 0 0
Nike Inc., Class B COMMON STOCK 654106103 627,751 3,766,430 SH   SOLE   3,399,509 0 366,921
Novartis AG, ADR COMMON STOCK 66987V109 108,649 1,242,128 SH   SOLE   1,242,128 0 0
NVIDIA Corp. COMMON STOCK 67066G104 1,041,217 3,540,230 SH   SOLE   3,194,853 0 345,377
Okta Inc., Class A COMMON STOCK 679295105 22,617 100,892 SH   SOLE   100,892 0 0
Old Dominion Freight Lines Inc. COMMON STOCK 679580100 52,041 145,211 SH   SOLE   145,211 0 0
O'Reilly Automotive Inc. COMMON STOCK 67103H107 311,460 441,018 SH   SOLE   441,018 0 0
Paychex Inc. COMMON STOCK 704326107 114,824 841,205 SH   SOLE   841,205 0 0
Pentair plc COMMON STOCK G7S00T104 779,284 10,670,734 SH   SOLE   9,872,344 0 798,390
PepsiCo Inc. COMMON STOCK 713448108 159,024 915,459 SH   SOLE   915,459 0 0
Pool Corp. COMMON STOCK 73278L105 50,603 89,405 SH   SOLE   89,405 0 0
PPG Industries Inc. COMMON STOCK 693506107 223,119 1,293,891 SH   SOLE   1,293,891 0 0
The Procter & Gamble Co. COMMON STOCK 742718109 1,171,813 7,163,544 SH   SOLE   6,461,964 0 701,580
The Progressive Corp. COMMON STOCK 743315103 113,451 1,105,217 SH   SOLE   1,105,217 0 0
Public Storage COMMON STOCK 74460D109 139,334 371,995 SH   SOLE   371,995 0 0
Republic Services Inc. COMMON STOCK 760759100 340,271 2,440,095 SH   SOLE   2,440,095 0 0
Roper Technologies Inc. COMMON STOCK 776696106 185,830 377,810 SH   SOLE   377,810 0 0
S&P Global Inc. COMMON STOCK 78409V104 1,370,252 2,903,507 SH   SOLE   2,646,780 0 256,727
SBA Communications Corp. COMMON STOCK 78410G104 271,228 697,209 SH   SOLE   697,209 0 0
The Charles Schwab Corp. COMMON STOCK 808513105 1,426,238 16,958,828 SH   SOLE   15,527,751 0 1,431,077
Seagen Inc. COMMON STOCK 81181C104 9,355 60,513 SH   SOLE   60,513 0 0
Signature Bank COMMON STOCK 82669G104 248,114 767,039 SH   SOLE   767,039 0 0
Silvergate Capital Corp., Class A COMMON STOCK 82837P408 16,532 111,554 SH   SOLE   111,554 0 0
Simon Property Group Inc. COMMON STOCK 828806109 146,000 913,815 SH   SOLE   913,815 0 0
Synopsys Inc. COMMON STOCK 871607107 705,358 1,914,132 SH   SOLE   1,785,135 0 128,997
Sysco Corp. COMMON STOCK 871829107 340,822 4,338,915 SH   SOLE   4,338,915 0 0
Teleflex Inc. COMMON STOCK 879369106 159,941 486,913 SH   SOLE   486,913 0 0
Teradyne Inc. COMMON STOCK 880770102 25,146 153,772 SH   SOLE   153,772 0 0
Texas Instrument Inc. COMMON STOCK 882508104 647,795 3,437,125 SH   SOLE   3,100,639 0 336,486
Thomson Reuters Corp. COMMON STOCK 884903709 25,980 217,191 SH   SOLE   217,191 0 0
The Trade Desk Inc., Class A COMMON STOCK 88339J105 26,157 285,430 SH   SOLE   285,430 0 0
Trimble Inc. COMMON STOCK 896239100 208,765 2,394,364 SH   SOLE   2,394,364 0 0
Union Pacific Corp. COMMON STOCK 907818108 86,590 343,705 SH   SOLE   343,705 0 0
Veeva Systems Inc., Class A COMMON STOCK 922475108 20,594 80,609 SH   SOLE   80,609 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 264,852 1,157,923 SH   SOLE   1,157,923 0 0
Verizon Communications Inc. COMMON STOCK 92343V104 862,184 16,593,224 SH   SOLE   15,316,504 0 1,276,720
Vertex Pharmaceuticals Inc. COMMON STOCK 92532F100 136,029 619,438 SH   SOLE   619,438 0 0
VF Corp. COMMON STOCK 918204108 1,011,043 13,808,284 SH   SOLE   12,849,270 0 959,014
VMware Inc., Class A COMMON STOCK 928563402 84,316 727,616 SH   SOLE   727,616 0 0
Waste Management Inc. COMMON STOCK 94106L109 1,087,165 6,513,870 SH   SOLE   5,875,723 0 638,147
Western Digital Corp. COMMON STOCK 958102105 337,183 5,170,720 SH   SOLE   5,170,720 0 0
W.W. Grainger Inc. COMMON STOCK 384802104 107,568 207,565 SH   SOLE   207,565 0 0
Xylem Inc. COMMON STOCK 98419M100 165,561 1,380,596 SH   SOLE   1,380,596 0 0