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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A (Schwab cusip) COM 084990175   691,180 100 SH   SOLE   100 0 0
Abbott Laboratories COM 002824100   756,114 6,632 SH   SOLE   6,632 0 0
AbbVie Inc. COM 00287Y109   761,365 3,855 SH   SOLE   3,855 0 0
Accenture plc COM G1151C101   29,257,112 82,769 SH   SOLE   82,769 0 0
Addus Homecare Corp COM 006739106   5,222,359 39,257 SH   SOLE   39,257 0 0
Adobe Inc. COM 00724F101   398,691 770 SH   SOLE   770 0 0
Agilent Technologies, Inc. COM 00846U101   4,443,573 29,927 SH   SOLE   29,927 0 0
Alamo Group Inc. COM 011311107   550,297 3,055 SH   SOLE   3,055 0 0
Alarm.com Holdings, Inc. COM 011642105   279,965 5,121 SH   SOLE   5,121 0 0
Align Technology Inc COM 016255101   31,602,058 124,261 SH   SOLE   124,261 0 0
Alphabet Inc. Class A COM 02079K305   122,481,249 738,506 SH   SOLE   738,506 0 0
Alphabet Inc. Class C COM 02079K107   2,766,994 16,550 SH   SOLE   16,550 0 0
Amazon.com, Inc. COM 023135106   190,537,145 1,022,579 SH   SOLE   1,022,579 0 0
American Finacial Group, Inc. COM 025932104   3,846,230 28,575 SH   SOLE   28,575 0 0
Ameriprise Financial, Inc. COM 03076C106   23,208,335 49,399 SH   SOLE   49,399 0 0
AMETEK, Inc. COM 031100100   3,599,058 20,960 SH   SOLE   20,960 0 0
Amgen Inc. COM 031162100   30,065,417 93,310 SH   SOLE   93,310 0 0
Analog Devices, Inc. COM 032654105   486,810 2,115 SH   SOLE   2,115 0 0
Apple Inc. COM 037833100   156,973,580 673,706 SH   SOLE   673,706 0 0
Applied Materials, Inc. COM 038222105   104,452,943 516,966 SH   SOLE   516,966 0 0
Argent Mid Cap ETF COM 02072l839   641,032 18,139 SH   SOLE   18,139 0 0
Asbury Automotive Group, Inc. COM 043436104   3,170,145 13,287 SH   SOLE   13,287 0 0
ASGN Incorporated COM 00191U102   984,416 10,559 SH   SOLE   10,559 0 0
Automatic Data Processing, Inc. COM 053015103   27,758,594 100,309 SH   SOLE   100,309 0 0
Axos Financials, Inc. COM 05465C100   2,140,372 34,039 SH   SOLE   34,039 0 0
Balchem Corporation COM 057665200   736,560 4,185 SH   SOLE   4,185 0 0
Bank of New York Mellon Corp COM 064058100   523,141 7,280 SH   SOLE   7,280 0 0
BellRing Brands, Inc. COM 07831C103   1,597,725 26,313 SH   SOLE   26,313 0 0
Berkshire Hathaway Inc. Class B COM 084670702   929,725 2,020 SH   SOLE   2,020 0 0
BlackRock, Inc. COM 09290D101   26,780,502 28,205 SH   SOLE   28,205 0 0
Blackstone Inc. COM 09260D107   87,855,608 573,732 SH   SOLE   573,732 0 0
Booz Allen Hamilton Holding Corporation COM 099502106   119,635,327 735,041 SH   SOLE   735,041 0 0
Broadcom Inc. COM 11135F101   67,751,297 392,761 SH   SOLE   392,761 0 0
Builders FirstSource, Inc. COM 12008R107   6,519,900 33,632 SH   SOLE   33,632 0 0
CACI International Inc. COM 127190304   208,383 413 SH   SOLE   413 0 0
Carlisle Companies, Inc. COM 142339100   310,328 690 SH   SOLE   690 0 0
Carrier Global Corporation COM 14448C104   536,063 6,660 SH   SOLE   6,660 0 0
CBIZ, Inc. COM 124805102   5,112,761 75,981 SH   SOLE   75,981 0 0
CDW Corporation COM 12514G108   7,472,243 33,019 SH   SOLE   33,019 0 0
Centene Corporation COM 15135B101   232,239 3,085 SH   SOLE   3,085 0 0
Champion Homes, Inc. COM 830830105   1,463,156 15,426 SH   SOLE   15,426 0 0
Cheniere Energy, Inc COM 16411R208   2,507,339 13,942 SH   SOLE   13,942 0 0
Chesapeake Utilities Corp COM 165303108   458,560 3,693 SH   SOLE   3,693 0 0
Chevron Corporation COM 166764100   25,495,081 173,118 SH   SOLE   173,118 0 0
Churchill Downs Incorporated COM 171484108   2,642,274 19,542 SH   SOLE   19,542 0 0
Cintas Corporation COM 172908105   6,273,800 30,473 SH   SOLE   30,473 0 0
Cisco Systems, Inc. COM 17275R102   252,795 4,750 SH   SOLE   4,750 0 0
Coca-Cola COM 191216100   740,877 10,310 SH   SOLE   10,310 0 0
Colliers International Group Inc. COM 194693107   5,841,198 38,477 SH   SOLE   38,477 0 0
Copart, Inc. COM 217204106   77,307,606 1,475,336 SH   SOLE   1,475,336 0 0
Costco Wholesale Corporation COM 22160K105   2,788,105 3,145 SH   SOLE   3,145 0 0
CSW Industrials, Inc. COM 126402106   369,688 1,009 SH   SOLE   1,009 0 0
D.R. Horton, Inc. COM 23331A109   109,191,117 572,370 SH   SOLE   572,370 0 0
Danaher Corporation COM 235851102   107,746,567 387,550 SH   SOLE   387,550 0 0
Eaton Corporation plc COM G29183103   43,094,573 130,022 SH   SOLE   130,022 0 0
Edwards Lifesciences COM 28176E108   1,069,038 16,200 SH   SOLE   16,200 0 0
Emerson Electric Co. COM 291011104   721,842 6,600 SH   SOLE   6,600 0 0
EnPro Inc. COM 29355X107   645,314 3,979 SH   SOLE   3,979 0 0
Entegris, Inc. COM 29362U104   3,181,565 28,273 SH   SOLE   28,273 0 0
ePlus, Inc. COM 294268107   1,435,961 14,602 SH   SOLE   14,602 0 0
Exponent, Inc. COM 30214U102   2,784,030 24,150 SH   SOLE   24,150 0 0
Extra Space Storage Inc. COM 30225T102   23,145,967 128,453 SH   SOLE   128,453 0 0
Exxon Mobil Corp COM 30231G102   82,067,847 700,118 SH   SOLE   700,118 0 0
Factset Research Systems, Inc. COM 303075105   1,011,670 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   102,532,341 52,756 SH   SOLE   52,756 0 0
Ferguson Enterprises Inc. COM 31488V107   31,643,367 159,356 SH   SOLE   159,356 0 0
FirstService Corporation COM 33767E202   5,253,943 28,795 SH   SOLE   28,795 0 0
Fortinet, Inc. COM 34959E109   48,561,345 626,194 SH   SOLE   626,194 0 0
Garmin Ltd. COM H2906T109   31,868,141 181,038 SH   SOLE   181,038 0 0
Gartner, Inc COM 366651107   4,976,890 9,821 SH   SOLE   9,821 0 0
General Mills, Inc. COM 370334104   281,369 3,810 SH   SOLE   3,810 0 0
Glacier Bancorp, Inc. COM 37637Q105   573,901 12,558 SH   SOLE   12,558 0 0
GoDaddy Inc. COM 380237107   2,528,861 16,130 SH   SOLE   16,130 0 0
Green Brick Partners Inc. COM 392709101   1,657,705 19,848 SH   SOLE   19,848 0 0
Halozyme Therapeutics, Inc. COM 40637H109   543,894 9,502 SH   SOLE   9,502 0 0
Hamilton Lane Incorporated COM 407497106   1,525,108 9,057 SH   SOLE   9,057 0 0
HCA Healthcare, Inc. COM 40412C101   64,424,204 158,512 SH   SOLE   158,512 0 0
Herc Holdings, Inc. COM 42704L104   796,672 4,997 SH   SOLE   4,997 0 0
Honeywell International Inc. COM 438516106   1,583,399 7,660 SH   SOLE   7,660 0 0
Houlihan Lokey, Inc. COM 441593100   38,053,347 240,813 SH   SOLE   240,813 0 0
I3 Verticals, LLC COM 46571Y107   344,796 16,180 SH   SOLE   16,180 0 0
ICF International Inc. COM 44925C103   4,816,901 28,880 SH   SOLE   28,880 0 0
Intercontinental Exchange COM 45866F104   1,044,160 6,500 SH   SOLE   6,500 0 0
International Business Machines Corp COM 459200101   200,520 907 SH   SOLE   907 0 0
iShares Core MSCI EAFE ETF COM 46432F842   338,737 4,340 SH   SOLE   4,340 0 0
iShares Core S&P 500 ETF COM 464287200   648,346 1,124 SH   SOLE   1,124 0 0
iShares Core S&P Smallcap - ETF COM 464287804   489,595 4,186 SH   SOLE   4,186 0 0
Johnson & Johnson COM 478160104   1,003,841 6,194 SH   SOLE   6,194 0 0
JPMorgan Chase & Co. COM 46625H100   51,177,692 242,709 SH   SOLE   242,709 0 0
LCI Industries COM 50189K103   268,684 2,229 SH   SOLE   2,229 0 0
Lockheed Martin Corporation COM 539830109   268,898 460 SH   SOLE   460 0 0
Lowe's Companies Inc. COM 548661107   362,939 1,340 SH   SOLE   1,340 0 0
LPL Financial Holdings Inc. COM 50212V100   3,597,629 15,465 SH   SOLE   15,465 0 0
Madison Square Garden Sports Corp COM 55825T103   452,341 2,172 SH   SOLE   2,172 0 0
Magnolia Oil & Gas Corporation COM 559663109   959,462 39,290 SH   SOLE   39,290 0 0
Marvell Technology, Inc. COM 573874104   1,846,658 25,605 SH   SOLE   25,605 0 0
Mastercard Incorporated COM 57636Q104   115,269,294 233,433 SH   SOLE   233,433 0 0
Medpace Holdings, Inc. COM 58506Q109   30,620,142 91,732 SH   SOLE   91,732 0 0
Merck & Co, Inc. COM 58933Y105   1,185,566 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104   219,964,366 511,188 SH   SOLE   511,188 0 0
Molina Healthcare, Inc. COM 60855R100   3,102,074 9,003 SH   SOLE   9,003 0 0
Monster Beverage Corporation COM 61174X109   220,992 4,236 SH   SOLE   4,236 0 0
Murphy USA Inc. COM 626755102   45,725,575 92,774 SH   SOLE   92,774 0 0
NextEra Energy, Inc. COM 65339F101   52,083,300 616,152 SH   SOLE   616,152 0 0
Nike Inc, Cl. B COM 654106103   548,080 6,200 SH   SOLE   6,200 0 0
Novanta Inc. COM 67000B104   520,836 2,911 SH   SOLE   2,911 0 0
NVIDIA Corporation COM 67066G104   89,739,060 738,958 SH   SOLE   738,958 0 0
O'Reilly Automotive, Inc. COM 67103H107   49,215,929 42,737 SH   SOLE   42,737 0 0
OneMain Holdings, Inc. COM 68268W103   38,087,900 809,176 SH   SOLE   809,176 0 0
Oracle Corporation COM 68389X105   27,681,595 162,451 SH   SOLE   162,451 0 0
OTC Markets Group Inc. COM 67106F108   291,009 5,994 SH   SOLE   5,994 0 0
Packaging Corp. of America COM 695156109   277,866 1,290 SH   SOLE   1,290 0 0
Palo Alto Networks, Inc. COM 697435105   619,342 1,812 SH   SOLE   1,812 0 0
Patrick Industries, Inc. COM 703343103   21,498,474 151,004 SH   SOLE   151,004 0 0
PepsiCo, Inc. COM 713448108   24,292,564 142,855 SH   SOLE   142,855 0 0
Post Holdings, Inc. COM 737446104   296,436 2,561 SH   SOLE   2,561 0 0
QUALCOMM Incorporated COM 747525103   255,075 1,500 SH   SOLE   1,500 0 0
Qualys, Inc. COM 74758T303   455,519 3,546 SH   SOLE   3,546 0 0
Raytheon Technologies Corp. COM 75513E101   806,926 6,660 SH   SOLE   6,660 0 0
RBC Bearings Incorporated COM 75524B104   1,017,293 3,398 SH   SOLE   3,398 0 0
Republic Services, Inc. COM 760759100   22,699,961 113,025 SH   SOLE   113,025 0 0
RLI Corp COM 749607107   1,322,444 8,533 SH   SOLE   8,533 0 0
Select Medical Holdings Corporation COM 81619Q105   1,069,568 30,673 SH   SOLE   30,673 0 0
Service Corporation International COM 817565104   2,620,273 33,197 SH   SOLE   33,197 0 0
ServiceNow, Inc. COM 81762P102   49,067,130 54,861 SH   SOLE   54,861 0 0
Starbucks Corp COM 855244109   531,808 5,455 SH   SOLE   5,455 0 0
Target Corporation COM 87612E106   515,908 3,310 SH   SOLE   3,310 0 0
Tempur Sealy International Inc. COM 88023U101   3,691,302 67,606 SH   SOLE   67,606 0 0
Tetra Tech, Inc. COM 88162G103   2,702,556 57,306 SH   SOLE   57,306 0 0
Texas Instruments Incorporated COM 882508104   20,853,011 100,949 SH   SOLE   100,949 0 0
TFI International Inc. COM 87241L109   24,218,221 176,917 SH   SOLE   176,917 0 0
The Carlyle Group Inc. COM 14316J108   87,430,256 2,030,429 SH   SOLE   2,030,429 0 0
The Descartes Systems Group Inc. COM 249906108   5,218,116 50,681 SH   SOLE   50,681 0 0
The Home Depot, Inc. COM 437076102   56,621,822 139,738 SH   SOLE   139,738 0 0
The Procter & Gamble Company COM 742718109   1,555,765 8,982 SH   SOLE   8,982 0 0
The Progressive Corporation COM 743315103   64,577,142 254,481 SH   SOLE   254,481 0 0
The Walt Disney Company COM 254687106   379,951 3,950 SH   SOLE   3,950 0 0
Thermo Fisher Scientific, Inc. COM 883556102   23,945,547 38,711 SH   SOLE   38,711 0 0
Thomson Reuters Corporation COM 884903808   17,366,465 101,796 SH   SOLE   101,796 0 0
TJX Co. COM 872540109   317,358 2,700 SH   SOLE   2,700 0 0
TopBuild Corp. COM 89055F103   4,847,141 11,915 SH   SOLE   11,915 0 0
Tractor Supply Company COM 892356106   26,809,731 92,152 SH   SOLE   92,152 0 0
Trane Technologies plc COM G8994E103   2,299,338 5,915 SH   SOLE   5,915 0 0
TransDigm Group Incorporated COM 893641100   85,256,746 59,740 SH   SOLE   59,740 0 0
UFP Industries, Inc. COM 90278Q108   1,189,419 9,065 SH   SOLE   9,065 0 0
Union Pacific Corporation COM 907818108   253,936 1,030 SH   SOLE   1,030 0 0
United Rentals, Inc. COM 911363109   132,408,559 163,522 SH   SOLE   163,522 0 0
UnitedHealth Group, Incorporated COM 91324P102   118,955,778 203,455 SH   SOLE   203,455 0 0
Victory Capital Holdings, Inc. COM 92645B103   6,022,474 108,709 SH   SOLE   108,709 0 0
Visa Inc. COM 92826C839   73,790,818 268,379 SH   SOLE   268,379 0 0
Walmart, Inc. COM 931142103   2,561,794 31,725 SH   SOLE   31,725 0 0
Waste Connections, Inc. COM 94106B101   66,142,113 369,881 SH   SOLE   369,881 0 0
Yum! Brands COM 988498101   628,695 4,500 SH   SOLE   4,500 0 0