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
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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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 348 100 SH   SOLE   100 0 0
ACI Worldwide, Inc. COM 004498101 551 14,342 SH   SOLE   14,342 0 0
AMETEK, Inc. COM 031100100 57,187 472,857 SH   SOLE   469,957 0 2,900
ASGN Incorporated COM 00191u102 858 10,275 SH   SOLE   10,275 0 0
AT&T Inc. COM 00206r102 329 11,440 SH   SOLE   11,440 0 0
AbbVie Inc. COM 00287y109 62,696 585,120 SH   SOLE   582,470 0 2,650
Abbott Laboratories COM 002824100 668 6,100 SH   SOLE   6,100 0 0
Addus Homecare Corp COM 006739106 887 7,575 SH   SOLE   7,575 0 0
Adobe Inc. COM 00724f101 385 770 SH   SOLE   770 0 0
Agilent Technologies, Inc. COM 00846u101 2,744 23,157 SH   SOLE   23,157 0 0
Air Products and Chemicals, In COM 009158106 15,943 58,352 SH   SOLE   58,352 0 0
Alarm.com Holdings, Inc. COM 011642105 466 4,500 SH   SOLE   4,500 0 0
Align Technology Inc COM 016255101 1,015 1,900 SH   SOLE   1,900 0 0
Allied Motion Technologies, In COM 019330109 439 8,585 SH   SOLE   8,585 0 0
Ally Financial Inc. COM 02005n100 1,731 48,547 SH   SOLE   48,547 0 0
Alphabet Inc. Class A COM 02079k305 109,913 62,713 SH   SOLE   62,413 0 300
Alphabet Inc. Class C COM 02079k107 14,707 8,395 SH   SOLE   8,249 0 146
Amazon.com Inc. COM 023135106 1,231 378 SH   SOLE   378 0 0
Amedisys, Inc. COM 023436108 2,945 10,039 SH   SOLE   10,039 0 0
America's Car-Mart Inc COM 03062t105 756 6,880 SH   SOLE   6,880 0 0
Amgen Inc. COM 031162100 710 3,090 SH   SOLE   3,090 0 0
Apple Inc. COM 037833100 144,110 1,086,062 SH   SOLE   1,079,462 0 6,600
Applied Industrial Technologie COM 03820c105 411 5,265 SH   SOLE   5,265 0 0
Applied Materials, Inc. COM 038222105 47,803 553,914 SH   SOLE   550,414 0 3,500
Asbury Automotive COM 043436104 442 3,035 SH   SOLE   3,035 0 0
Aspen Technology, Inc. COM 045327103 1,807 13,876 SH   SOLE   13,876 0 0
Atkore International Group Inc COM 047649108 378 9,195 SH   SOLE   9,195 0 0
Automatic Data Processing, Inc COM 053015103 13,996 79,431 SH   SOLE   79,431 0 0
BJ's Wholesale Club Holdings, COM 05550j101 1,647 44,169 SH   SOLE   44,169 0 0
BMC Stock Holdings, Inc. COM 05591b109 3,617 67,372 SH   SOLE   67,372 0 0
Berkshire Hathaway Inc. Class COM 084670702 38,220 164,835 SH   SOLE   163,805 0 1,030
Biogen Inc. COM 09062x103 8,670 35,410 SH   SOLE   35,090 0 320
BlackRock, Inc. COM 09247x101 15,811 21,913 SH   SOLE   21,913 0 0
Booz Allen Hamilton Holding Co COM 099502106 2,480 28,442 SH   SOLE   28,442 0 0
Bright Horizons Family Solutio COM 109194100 2,164 12,508 SH   SOLE   12,508 0 0
Bristol-Myers Squibb Company COM 110122108 18,804 303,138 SH   SOLE   303,138 0 0
CACI International Inc. COM 127190304 1,439 5,773 SH   SOLE   5,773 0 0
CDW Corporation COM 12514g108 3,768 28,590 SH   SOLE   28,590 0 0
CMC Materials, Inc. COM 12571t100 552 3,646 SH   SOLE   3,646 0 0
Carlisle Companies, Inc. COM 142339100 31,690 202,908 SH   SOLE   201,608 0 1,300
Carrier Global Corporation COM 14448c104 268 7,098 SH   SOLE   7,098 0 0
Centene Corporation COM 15135b101 44,450 740,470 SH   SOLE   69,720 0 4,750
Change Healthcare, Inc. COM 15912k100 656 35,150 SH   SOLE   35,150 0 0
Charles River Laboratories Int COM 159864107 2,470 9,884 SH   SOLE   9,884 0 0
Chevron Corporation COM 166764100 13,408 158,764 SH   SOLE   158,764 0 0
Ciena Corporation COM 171779309 3,167 59,933 SH   SOLE   59,933 0 0
Cigna Holding Co COM 125523100 1,625 7,804 SH   SOLE   7,804 0 0
Cintas Corporation COM 172908105 4,537 12,835 SH   SOLE   12,835 0 0
Cisco Systems, Inc. COM 17275R102 1,062 23,730 SH   SOLE   23,730 0 0
Coca-Cola COM 191216100 509 9,273 SH   SOLE   9,273 0 0
Colfax Corportaion COM 194014106 639 16,700 SH   SOLE   16,700 0 0
Colliers International Group I COM 194693107 598 6,708 SH   SOLE   6,708 0 0
Comcast Corporation COM 20030N101 67,966 1,297,054 SH   SOLE   1,291,904 0 5,150
Commerce Bancshares Inc. COM 200525103 268 4,076 SH   SOLE   4,076 0 0
Copart, Inc. COM 217204106 2,510 19,728 SH   SOLE   19,728 0 0
Costco Wholesale Corporation COM 22160k105 1,093 2,900 SH   SOLE   2,900 0 0
Crown Castle International Cor COM 22822v101 70,719 444,242 SH   SOLE   442,012 0 2,230
D.R Horton, Inc. COM 23331a109 82,235 1,193,193 SH   SOLE   1,185,593 0 7,600
Danaher Corporation COM 235851102 99,737 448,984 SH   SOLE   446,134 0 2,850
Darden Restaurants, Inc. COM 237194105 1,861 15,619 SH   SOLE   15,619 0 0
Discover Financial Services COM 254709108 26,592 293,734 SH   SOLE   293,734 0 0
Eastman Chemical Company COM 277432100 14,566 145,255 SH   SOLE   145,255 0 0
Eaton Corporation plc COM g29183103 26,401 219,751 SH   SOLE   219,751 0 0
Ecolab Inc. COM 278865100 433 2,000 SH   SOLE   2,000 0 0
Edwards Lifesciences COM 28176e108 1,478 16,200 SH   SOLE   16,200 0 0
Emerson Electric Co. COM 291011104 20,315 252,767 SH   SOLE   252,767 0 0
Entegris, Inc. COM 29362u104 2,561 26,654 SH   SOLE   26,654 0 0
Envestnet, Inc. COM 29404k106 894 10,869 SH   SOLE   10,869 0 0
Estee Lauder COM 518439104 532 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 1,565 10,797 SH   SOLE   10,797 0 0
Exponent, Inc. COM 30214U102 384 4,270 SH   SOLE   4,270 0 0
FMC Corporation COM 302491303 2,094 18,223 SH   SOLE   18,223 0 0
Facebook, Inc. COM 30303m102 64,111 234,703 SH   SOLE   233,193 0 1,510
Factset Research Systems, Inc. COM 303075105 732 2,200 SH   SOLE   2,200 0 0
Fidelity National Financial, I COM 31620r303 21,185 541,954 SH   SOLE   541,954 0 0
Fidelity National Information COM 31620M106 2,702 19,104 SH   SOLE   19,104 0 0
FirstService Corporation COM 33767e202 795 5,810 SH   SOLE   5,810 0 0
Fiserv, Inc. COM 337738108 60,164 528,401 SH   SOLE   525,050 0 3,351
Fortinet, Inc. COM 34959e109 2,921 19,666 SH   SOLE   19,666 0 0
General Mills, Inc. COM 370334104 13,744 233,740 SH   SOLE   233,740 0 0
Gibraltar Industries, Inc. COM 374689107 684 9,505 SH   SOLE   9,505 0 0
Gilead Sciences, Inc. COM 375558103 9,536 163,688 SH   SOLE   163,688 0 0
Glacier Bancorp, Inc. COM 37637q105 428 9,295 SH   SOLE   9,295 0 0
Globus Medical, Inc. COM 379577208 482 7,383 SH   SOLE   7,383 0 0
GoDaddy, Inc. COM 380237107 35,169 423,984 SH   SOLE   421,334 0 2,650
Grocery Outlet Holding Corp. COM 39874r101 391 9,950 SH   SOLE   9,950 0 0
HCA Healthcare, Inc. COM 40412c101 2,095 12,740 SH   SOLE   12,740 0 0
Halozyme Therapeutics, Inc. COM 40637h109 374 8,760 SH   SOLE   8,760 0 0
Helen of Troy Limited COM G4388N106 4,201 18,906 SH   SOLE   18,906 0 0
Home Depot COM 437076102 1,557 5,861 SH   SOLE   5,861 0 0
Honeywell International Inc. COM 438516106 1,544 7,260 SH   SOLE   7,260 0 0
Houlihan Lokey, Inc. COM 441593100 739 10,990 SH   SOLE   10,990 0 0
Hubspot, Inc. COM 443573100 751 1,895 SH   SOLE   1,895 0 0
Huntsman Corporation COM 447011107 1,900 75,580 SH   SOLE   75,580 0 0
IAA Inc. COM 449253103 533 8,200 SH   SOLE   8,200 0 0
Incyte Corporation COM 45337c102 20,604 236,879 SH   SOLE   235,279 0 1,600
Installed Building Products, I COM 45780r101 477 4,684 SH   SOLE   4,684 0 0
Intercontinental Exchange COM 45866F104 749 6,500 SH   SOLE   6,500 0 0
JPMorgan Chase & Co. COM 46625H100 101,846 801,496 SH   SOLE   798,246 0 3,250
Johnson & Johnson COM 478160104 1,091 6,933 SH   SOLE   6,933 0 0
Johnson Outdoors Inc. COM 479167108 670 5,947 SH   SOLE   5,947 0 0
KBR, Inc. COM 48242w106 384 12,414 SH   SOLE   12,414 0 0
Kansas City Southern Ind COM 485170302 27,260 133,542 SH   SOLE   132,692 0 850
Kimberly-Clark Corp. COM 494368103 431 3,195 SH   SOLE   3,195 0 0
LCI Industries COM 50189k103 558 4,300 SH   SOLE   4,300 0 0
LPL Financial Holdings Inc. COM 50212v100 66,901 641,921 SH   SOLE   637,961 0 3,960
Legget & Platt COM 524660107 202 4,571 SH   SOLE   4,571 0 0
Life Storage, Inc. COM 53223x107 23,560 197,340 SH   SOLE   197,340 0 0
Lithia Motors, Inc. COM 536797103 2,372 8,105 SH   SOLE   8,105 0 0
Lockheed Martin Corporation COM 539830109 218 615 SH   SOLE   615 0 0
Lumentum Holdings Inc. COM 55024u109 433 4,568 SH   SOLE   4,568 0 0
Man Tech International Corp COM 564563104 245 2,760 SH   SOLE   2,760 0 0
Marten Transport, Ltd. COM 573075108 447 25,915 SH   SOLE   25,915 0 0
Marvell Technology Group Ltd. COM g5876h105 63,306 1,331,635 SH   SOLE   1,325,610 0 6,025
Masco Corporation COM 574599106 2,353 42,831 SH   SOLE   42,831 0 0
Mastercard Incorporated COM 57636q104 106,520 298,425 SH   SOLE   296,525 0 1,900
Maxim Integrated Products, Inc COM 57772k101 419 4,725 SH   SOLE   4,725 0 0
Medpace Holdings, Inc. COM 58506q109 1,210 8,690 SH   SOLE   8,690 0 0
Medtronic, PLC COM g5960l103 17,355 148,153 SH   SOLE   148,153 0 0
Merck & Co, Inc. COM 58933y105 892 10,911 SH   SOLE   10,911 0 0
Microsoft Corporation COM 594918104 76,847 345,504 SH   SOLE   344,504 0 1,000
Molina Healthcare, Inc. COM 60855r100 1,824 8,578 SH   SOLE   8,578 0 0
Monster Beverage Corporation COM 61174x109 38,651 417,939 SH   SOLE   415,264 0 2,675
Morgan Stanley COM 617446448 18,919 276,075 SH   SOLE   276,075 0 0
Motorola Solutions, Inc. COM 620076307 1,547 9,095 SH   SOLE   9,095 0 0
Murphy USA Inc. COM 626755102 387 2,955 SH   SOLE   2,955 0 0
NVIDIA Corporation COM 67066g104 7,201 13,790 SH   SOLE   13,790 0 0
NVR, Inc. COM 62944t105 3,158 774 SH   SOLE   774 0 0
NextEra Energy, Inc. COM 65339f101 1,620 21,000 SH   SOLE   21,000 0 0
Nike Inc, Cl. B COM 654106103 1,738 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 3,850 87,327 SH   SOLE   87,327 0 0
Ollie's Bargain Outlet Holding COM 681116109 2,212 27,049 SH   SOLE   27,049 0 0
Omnicell, Inc. COM 68213n109 732 6,103 SH   SOLE   6,103 0 0
OneMain Holdings, Inc. COM 68268w103 3,193 66,292 SH   SOLE   66,292 0 0
Oracle Corporation COM 68389X105 12,647 195,494 SH   SOLE   195,494 0 0
Otis Worldwide Corporation COM 68902v107 225 3,330 SH   SOLE   3,330 0 0
PRA Group, Inc. COM 69354n106 785 19,785 SH   SOLE   19,785 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 299 9,530 SH   SOLE   9,530 0 0
Palo Alto Networks, Inc. COM 697435105 213 600 SH   SOLE   600 0 0
Paypal Holdings, Inc. COM 70450y103 468 2,000 SH   SOLE   2,000 0 0
PepsiCo, Inc. COM 713448108 24,867 167,679 SH   SOLE   167,679 0 0
PetIQ, Inc. COM 71639t106 1,063 27,635 SH   SOLE   27,635 0 0
Post Holdings, Inc. COM 737446104 75,616 748,596 SH   SOLE   743,806 0 4,790
Principal Financial Group, Inc COM 74251v102 16,893 340,514 SH   SOLE   340,514 0 0
QUALCOMM Incorporated COM 747525103 324 2,125 SH   SOLE   2,125 0 0
Qualys, Inc. COM 74758t303 570 4,680 SH   SOLE   4,680 0 0
RLI Corp COM 749607107 583 5,602 SH   SOLE   5,602 0 0
Radian Group Inc. COM 750236101 1,662 82,055 SH   SOLE   82,055 0 0
Raytheon Technologies Corp. COM 75513e101 508 7,098 SH   SOLE   7,098 0 0
Regions Financial Corp. New COM 7591ep100 20,228 1,254,820 SH   SOLE   1,254,820 0 0
Schwab US Large-Cap ETF COM 808524201 667 7,330 SH   SOLE   7,330 0 0
Select Medical Holdings Corpor COM 81619q105 759 27,435 SH   SOLE   27,435 0 0
Simpson Manufacturing Co., Inc COM 829073105 535 5,721 SH   SOLE   5,721 0 0
Skyline Champion Corporation COM 830830105 417 13,488 SH   SOLE   13,488 0 0
Skyworks Solutions, Inc. COM 83088m102 76,928 503,190 SH   SOLE   500,590 0 2,600
Starbucks Corp COM 855244109 64,871 606,383 SH   SOLE   603,333 0 3,050
Sysco Corporation COM 871829107 10,798 145,404 SH   SOLE   145,404 0 0
Target Corporation COM 87612e106 161,767 916,373 SH   SOLE   912,173 0 4,200
Teladoc Health, Inc. COM 87918A105 700 3,500 SH   SOLE   3,500 0 0
Tempur Sealy International Inc COM 88023u101 2,286 84,672 SH   SOLE   84,672 0 0
Texas Instruments Inc. COM 882508104 2,074 12,637 SH   SOLE   12,637 0 0
The Procter & Gamble Company COM 742718109 14,973 107,608 SH   SOLE   107,608 0 0
The Walt Disney Company COM 254687106 40,120 221,437 SH   SOLE   220,087 0 1,350
Thermo Fisher Scientific, Inc. COM 883556102 1,417 3,042 SH   SOLE   3,042 0 0
TopBuild Corp. COM 89055f103 2,860 15,535 SH   SOLE   15,535 0 0
Trane Technologies plc COM g8994e103 1,222 8,415 SH   SOLE   8,415 0 0
TriNet Group, Inc. COM 896288107 476 5,910 SH   SOLE   5,910 0 0
Trimble Inc. COM 896239100 48,591 727,730 SH   SOLE   723,080 0 4,650
Truist Financial Corp COM 89832q109 86,388 1,802,377 SH   SOLE   1,794,053 0 8,324
Twilio Inc. COM 90138F102 779 2,300 SH   SOLE   2,300 0 0
U.S. Bancorp COM 902973304 373 8,010 SH   SOLE   8,010 0 0
UFP Industries, Inc. COM 90278q108 716 12,886 SH   SOLE   12,886 0 0
Union Pacific Corporation COM 907818108 12,900 61,952 SH   SOLE   61,952 0 0
United Parcel Service, Inc. COM 911312106 19,465 115,591 SH   SOLE   115,591 0 0
United Rentals, Inc. COM 911363109 59,961 258,555 SH   SOLE   256,985 0 1,570
Upland Software, Inc. COM 91544a109 472 10,290 SH   SOLE   10,290 0 0
V.F. Corporation COM 918204108 20,281 237,457 SH   SOLE   237,457 0 0
Veritex Holdings, Inc. COM 923451108 264 10,305 SH   SOLE   10,305 0 0
Verizon Communications Inc. COM 92343v104 17,663 300,640 SH   SOLE   300,640 0 0
Vertex Pharmaceutical COM 92532f100 327 1,384 SH   SOLE   1,384 0 0
Victory Capital Holdings, Inc. COM 92645b103 422 17,007 SH   SOLE   17,007 0 0
Visa Inc Class A COM 92826c839 1,043 4,770 SH   SOLE   4,770 0 0
Walmart, Inc. COM 931142103 1,571 10,900 SH   SOLE   10,900 0 0
Willdan Group, Inc. COM 96924n100 583 13,980 SH   SOLE   13,980 0 0
Workday, Inc. COM 98138h101 359 1,500 SH   SOLE   1,500 0 0
Yum Brands COM 988498101 489 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 4,217 10,973 SH   SOLE   10,973 0 0
Zimmer Biomet Holdings, Inc. COM 98956p102 48,124 312,313 SH   SOLE   310,363 0 1,950
ePlus, Inc. COM 294268107 744 8,465 SH   SOLE   8,465 0 0
iShares Core MSCI EAFE ETF COM 46432f842 238 3,447 SH   SOLE   3,447 0 0
iShares Core MSCI Emerging Mar COM 46434g103 229 3,690 SH   SOLE   3,690 0 0
iShares Core S&P 500 ETF COM 464287200 4,075 10,855 SH   SOLE   10,855 0 0
iShares Core S&P Smallcap - ET COM 464287804 200 2,179 SH   SOLE   2,179 0 0