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   680,920 100 SH   SOLE   100 0 0
Abbott Laboratories COM 002824100   750,146 6,632 SH   SOLE   6,632 0 0
AbbVie Inc. COM 00287Y109   684,856 3,854 SH   SOLE   3,854 0 0
Accenture plc COM G1151C101   28,544,564 81,141 SH   SOLE   81,141 0 0
Addus Homecare Corp COM 006739106   5,742,534 45,812 SH   SOLE   45,812 0 0
Adobe Inc. COM 00724F101   342,404 770 SH   SOLE   770 0 0
Agilent Technologies, Inc. COM 00846U101   4,407,583 32,809 SH   SOLE   32,809 0 0
Alamo Group Inc. COM 011311107   788,072 4,239 SH   SOLE   4,239 0 0
Alarm.com Holdings, Inc. COM 011642105   431,437 7,096 SH   SOLE   7,096 0 0
Align Technology Inc COM 016255101   10,548,521 50,590 SH   SOLE   50,590 0 0
Alphabet Inc. Class A COM 02079K305   136,661,479 721,931 SH   SOLE   721,931 0 0
Alphabet Inc. Class C COM 02079K107   3,100,363 16,280 SH   SOLE   16,280 0 0
Amazon.com, Inc. COM 023135106   220,450,751 1,004,835 SH   SOLE   1,004,835 0 0
America's Car-Mart Inc COM 03062T105   314,573 6,138 SH   SOLE   6,138 0 0
American Finacial Group, Inc. COM 025932104   4,294,371 31,362 SH   SOLE   31,362 0 0
Ameriprise Financial, Inc. COM 03076C106   25,792,217 48,442 SH   SOLE   48,442 0 0
AMETEK, Inc. COM 031100100   4,100,580 22,748 SH   SOLE   22,748 0 0
Amgen Inc. COM 031162100   8,124,865 31,173 SH   SOLE   31,173 0 0
Analog Devices, Inc. COM 032654105   449,353 2,115 SH   SOLE   2,115 0 0
Apple Inc. COM 037833100   165,145,932 659,476 SH   SOLE   659,476 0 0
Applied Materials, Inc. COM 038222105   82,614,355 507,990 SH   SOLE   507,990 0 0
Argent Mid Cap ETF COM 02072l839   618,993 18,139 SH   SOLE   18,139 0 0
Asbury Automotive Group, Inc. COM 043436104   3,755,057 15,451 SH   SOLE   15,451 0 0
ASGN Incorporated COM 00191U102   1,158,259 13,898 SH   SOLE   13,898 0 0
Automatic Data Processing, Inc. COM 053015103   28,817,070 98,442 SH   SOLE   98,442 0 0
Axos Financials, Inc. COM 05465C100   2,736,793 39,181 SH   SOLE   39,181 0 0
Balchem Corporation COM 057665200   948,794 5,821 SH   SOLE   5,821 0 0
Bank of New York Mellon Corp COM 064058100   559,322 7,280 SH   SOLE   7,280 0 0
BellRing Brands, Inc. COM 07831C103   2,347,444 31,158 SH   SOLE   31,158 0 0
Berkshire Hathaway Inc. Class B COM 084670702   756,978 1,670 SH   SOLE   1,670 0 0
BlackRock, Inc. COM 09290D101   28,303,904 27,611 SH   SOLE   27,611 0 0
Blackstone Inc. COM 09260D107   97,015,797 562,671 SH   SOLE   562,671 0 0
Booz Allen Hamilton Holding Corporation COM 099502106   93,433,102 725,976 SH   SOLE   725,976 0 0
Broadcom Inc. COM 11135F101   89,332,376 385,319 SH   SOLE   385,319 0 0
Builders FirstSource, Inc. COM 12008R107   5,281,549 36,952 SH   SOLE   36,952 0 0
Carlisle Companies, Inc. COM 142339100   254,500 690 SH   SOLE   690 0 0
Carrier Global Corporation COM 14448C104   454,612 6,660 SH   SOLE   6,660 0 0
CBIZ, Inc. COM 124805102   7,043,845 86,079 SH   SOLE   86,079 0 0
CDW Corporation COM 12514G108   640,989 3,683 SH   SOLE   3,683 0 0
Champion Homes, Inc. COM 830830105   1,795,919 20,385 SH   SOLE   20,385 0 0
Cheniere Energy, Inc COM 16411R208   3,288,608 15,305 SH   SOLE   15,305 0 0
Chesapeake Utilities Corp COM 165303108   620,705 5,115 SH   SOLE   5,115 0 0
Chevron Corporation COM 166764100   24,577,539 169,688 SH   SOLE   169,688 0 0
Churchill Downs Incorporated COM 171484108   2,862,430 21,435 SH   SOLE   21,435 0 0
Cintas Corporation COM 172908105   6,116,281 33,477 SH   SOLE   33,477 0 0
Cisco Systems, Inc. COM 17275R102   281,200 4,750 SH   SOLE   4,750 0 0
Coca-Cola COM 191216100   641,901 10,310 SH   SOLE   10,310 0 0
Colliers International Group Inc. COM 194693107   6,092,412 44,807 SH   SOLE   44,807 0 0
Comfort Systems USA, Inc. COM 199908104   1,719,139 4,054 SH   SOLE   4,054 0 0
Concentra Group Holdings Parent, Inc. COM 20603L102   644,334 32,575 SH   SOLE   32,575 0 0
Copart, Inc. COM 217204106   83,578,205 1,456,320 SH   SOLE   1,456,320 0 0
Costco Wholesale Corporation COM 22160K105   2,478,510 2,705 SH   SOLE   2,705 0 0
CSW Industrials, Inc. COM 126402106   496,037 1,406 SH   SOLE   1,406 0 0
D.R. Horton, Inc. COM 23331A109   78,648,958 562,501 SH   SOLE   562,501 0 0
Danaher Corporation COM 235851102   86,767,827 377,991 SH   SOLE   377,991 0 0
Eaton Corporation plc COM G29183103   42,298,945 127,456 SH   SOLE   127,456 0 0
Edwards Lifesciences COM 28176E108   1,042,342 14,080 SH   SOLE   14,080 0 0
Emerson Electric Co. COM 291011104   817,938 6,600 SH   SOLE   6,600 0 0
EnPro Inc. COM 29355X107   950,889 5,514 SH   SOLE   5,514 0 0
Entegris, Inc. COM 29362U104   3,077,406 31,066 SH   SOLE   31,066 0 0
ePlus, Inc. COM 294268107   1,489,864 20,166 SH   SOLE   20,166 0 0
Exponent, Inc. COM 30214U102   2,523,601 28,323 SH   SOLE   28,323 0 0
Extra Space Storage Inc. COM 30225T102   18,836,981 125,916 SH   SOLE   125,916 0 0
Exxon Mobil Corp COM 30231G102   73,242,511 680,882 SH   SOLE   680,882 0 0
Factset Research Systems, Inc. COM 303075105   938,947 1,955 SH   SOLE   1,955 0 0
Fair Isaac Corporation COM 303250104   98,730,219 49,590 SH   SOLE   49,590 0 0
Ferguson Enterprises Inc. COM 31488V107   27,444,914 158,120 SH   SOLE   158,120 0 0
FirstService Corporation COM 33767E202   6,047,168 33,406 SH   SOLE   33,406 0 0
Fortinet, Inc. COM 34959E109   58,737,177 621,689 SH   SOLE   621,689 0 0
Garmin Ltd. COM H2906T109   36,609,028 177,490 SH   SOLE   177,490 0 0
Gartner, Inc COM 366651107   5,225,009 10,785 SH   SOLE   10,785 0 0
General Mills, Inc. COM 370334104   242,964 3,810 SH   SOLE   3,810 0 0
Glacier Bancorp, Inc. COM 37637Q105   874,380 17,411 SH   SOLE   17,411 0 0
GoDaddy Inc. COM 380237107   4,648,853 23,554 SH   SOLE   23,554 0 0
Green Brick Partners Inc. COM 392709101   1,486,534 26,315 SH   SOLE   26,315 0 0
Halozyme Therapeutics, Inc. COM 40637H109   613,928 12,841 SH   SOLE   12,841 0 0
Hamilton Lane Incorporated COM 407497106   1,798,956 12,151 SH   SOLE   12,151 0 0
HCA Healthcare, Inc. COM 40412C101   46,148,267 153,751 SH   SOLE   153,751 0 0
Herc Holdings, Inc. COM 42704L104   1,307,702 6,907 SH   SOLE   6,907 0 0
Honeywell International Inc. COM 438516106   1,058,295 4,685 SH   SOLE   4,685 0 0
Houlihan Lokey, Inc. COM 441593100   42,104,078 242,451 SH   SOLE   242,451 0 0
I3 Verticals, LLC COM 46571Y107   516,511 22,418 SH   SOLE   22,418 0 0
ICF International Inc. COM 44925C103   3,984,602 33,425 SH   SOLE   33,425 0 0
Intercontinental Exchange COM 45866F104   968,565 6,500 SH   SOLE   6,500 0 0
iShares Core MSCI EAFE ETF COM 46432F842   305,015 4,340 SH   SOLE   4,340 0 0
iShares Core S&P 500 ETF COM 464287200   1,955,595 3,322 SH   SOLE   3,322 0 0
iShares Core S&P Smallcap - ETF COM 464287804   440,717 3,825 SH   SOLE   3,825 0 0
iShares Russell 1000 ETF COM 464287622   27,324,000 84,815 SH   SOLE   84,815 0 0
iShares Russell 1000 Value ETF COM 464287598   201,977 1,091 SH   SOLE   1,091 0 0
IShares Russell Mid-cap ETF COM 464287499   248,404 2,810 SH   SOLE   2,810 0 0
Johnson & Johnson COM 478160104   305,040 2,109 SH   SOLE   2,109 0 0
JPMorgan Chase & Co. COM 46625H100   57,038,475 237,948 SH   SOLE   237,948 0 0
Kinsale Capital Group, Inc. COM 49714P108   1,735,865 3,732 SH   SOLE   3,732 0 0
LCI Industries COM 50189K103   319,682 3,092 SH   SOLE   3,092 0 0
Lockheed Martin Corporation COM 539830109   223,532 460 SH   SOLE   460 0 0
Lowe's Companies Inc. COM 548661107   259,634 1,052 SH   SOLE   1,052 0 0
LPL Financial Holdings Inc. COM 50212V100   6,251,703 19,147 SH   SOLE   19,147 0 0
Madison Square Garden Sports Corp COM 55825T103   683,359 3,028 SH   SOLE   3,028 0 0
Magnolia Oil & Gas Corporation COM 559663109   1,255,974 53,720 SH   SOLE   53,720 0 0
Marvell Technology, Inc. COM 573874104   2,672,341 24,195 SH   SOLE   24,195 0 0
Mastercard Incorporated COM 57636Q104   120,072,372 228,027 SH   SOLE   228,027 0 0
Medpace Holdings, Inc. COM 58506Q109   15,308,494 46,078 SH   SOLE   46,078 0 0
Merck & Co, Inc. COM 58933Y105   1,038,571 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104   211,439,572 501,636 SH   SOLE   501,636 0 0
Molina Healthcare, Inc. COM 60855R100   2,880,231 9,896 SH   SOLE   9,896 0 0
Monster Beverage Corporation COM 61174X109   222,644 4,236 SH   SOLE   4,236 0 0
Murphy USA Inc. COM 626755102   46,505,785 92,687 SH   SOLE   92,687 0 0
NextEra Energy, Inc. COM 65339F101   43,221,088 602,889 SH   SOLE   602,889 0 0
Novanta Inc. COM 67000B104   604,358 3,956 SH   SOLE   3,956 0 0
NVIDIA Corporation COM 67066G104   95,603,478 711,918 SH   SOLE   711,918 0 0
O'Reilly Automotive, Inc. COM 67103H107   49,484,620 41,731 SH   SOLE   41,731 0 0
OneMain Holdings, Inc. COM 68268W103   43,148,526 827,710 SH   SOLE   827,710 0 0
Onto Innovation Inc. COM 683344105   437,342 2,624 SH   SOLE   2,624 0 0
Oracle Corporation COM 68389X105   26,460,963 158,791 SH   SOLE   158,791 0 0
OTC Markets Group Inc. COM 67106F108   425,371 8,306 SH   SOLE   8,306 0 0
Packaging Corp. of America COM 695156109   290,418 1,290 SH   SOLE   1,290 0 0
Palo Alto Networks, Inc. COM 697435105   659,423 3,624 SH   SOLE   3,624 0 0
Patrick Industries, Inc. COM 703343103   18,662,798 224,636 SH   SOLE   224,636 0 0
PepsiCo, Inc. COM 713448108   21,295,003 140,043 SH   SOLE   140,043 0 0
Post Holdings, Inc. COM 737446104   293,132 2,561 SH   SOLE   2,561 0 0
Qualys, Inc. COM 74758T303   677,683 4,833 SH   SOLE   4,833 0 0
Raytheon Technologies Corp. COM 75513E101   770,695 6,660 SH   SOLE   6,660 0 0
RBC Bearings Incorporated COM 75524B104   1,352,412 4,521 SH   SOLE   4,521 0 0
Republic Services, Inc. COM 760759100   22,273,358 110,714 SH   SOLE   110,714 0 0
RLI Corp COM 749607107   1,875,436 11,378 SH   SOLE   11,378 0 0
Schwab US Dividend Equity ETF COM 808524797   881,152 32,253 SH   SOLE   32,253 0 0
Schwab US Large-Cap ETF COM 808524201   1,822,922 78,642 SH   SOLE   78,642 0 0
Select Medical Holdings Corporation COM 81619Q105   1,039,464 55,144 SH   SOLE   55,144 0 0
Service Corporation International COM 817565104   3,760,535 47,113 SH   SOLE   47,113 0 0
ServiceNow, Inc. COM 81762P102   56,943,286 53,714 SH   SOLE   53,714 0 0
SPDR S&P Dividend ETF COM 78464a763   14,643,549 110,852 SH   SOLE   110,852 0 0
Starbucks Corp COM 855244109   497,769 5,455 SH   SOLE   5,455 0 0
Tempur Sealy International Inc. COM 88023U101   4,200,984 74,104 SH   SOLE   74,104 0 0
Tetra Tech, Inc. COM 88162G103   2,500,289 62,758 SH   SOLE   62,758 0 0
Texas Instruments Incorporated COM 882508104   18,489,446 98,605 SH   SOLE   98,605 0 0
TFI International Inc. COM 87241L109   23,925,068 177,105 SH   SOLE   177,105 0 0
The Carlyle Group Inc. COM 14316J108   100,733,042 1,995,109 SH   SOLE   1,995,109 0 0
The Descartes Systems Group Inc. COM 249906108   6,635,376 58,410 SH   SOLE   58,410 0 0
The Home Depot, Inc. COM 437076102   53,145,186 136,624 SH   SOLE   136,624 0 0
The Procter & Gamble Company COM 742718109   1,505,755 8,982 SH   SOLE   8,982 0 0
The Progressive Corporation COM 743315103   59,859,429 249,820 SH   SOLE   249,820 0 0
The Walt Disney Company COM 254687106   439,833 3,950 SH   SOLE   3,950 0 0
Thermo Fisher Scientific, Inc. COM 883556102   19,072,759 36,662 SH   SOLE   36,662 0 0
Thomson Reuters Corporation COM 884903808   16,009,087 99,820 SH   SOLE   99,820 0 0
TJX Co. COM 872540109   326,187 2,700 SH   SOLE   2,700 0 0
TopBuild Corp. COM 89055F103   4,071,082 13,076 SH   SOLE   13,076 0 0
Tractor Supply Company COM 892356106   23,970,874 451,769 SH   SOLE   451,769 0 0
Trane Technologies plc COM G8994E103   2,028,840 5,493 SH   SOLE   5,493 0 0
TransDigm Group Incorporated COM 893641100   74,019,663 58,408 SH   SOLE   58,408 0 0
Tyler Technologies, Inc. COM 902252105   1,979,605 3,433 SH   SOLE   3,433 0 0
UFP Industries, Inc. COM 90278Q108   1,386,271 12,306 SH   SOLE   12,306 0 0
Union Pacific Corporation COM 907818108   234,938 1,030 SH   SOLE   1,030 0 0
United Rentals, Inc. COM 911363109   113,267,675 160,791 SH   SOLE   160,791 0 0
UnitedHealth Group, Incorporated COM 91324P102   100,202,765 198,084 SH   SOLE   198,084 0 0
Victory Capital Holdings, Inc. COM 92645B103   7,843,862 119,827 SH   SOLE   119,827 0 0
Visa Inc. COM 92826C839   83,139,184 263,065 SH   SOLE   263,065 0 0
Walmart, Inc. COM 931142103   2,866,354 31,725 SH   SOLE   31,725 0 0
Waste Connections, Inc. COM 94106B101   62,239,147 362,741 SH   SOLE   362,741 0 0