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
Abbott Laboratories COM 002824100   1,836,661 18,138 SH   SOLE   18,138 0 0
AbbVie Inc COM 00287Y109   2,003,044 12,569 SH   SOLE   12,569 0 0
Accenture Ltd. Ireland Class COM G1151C101   2,546,012 8,908 SH   SOLE   8,908 0 0
Activision Blizzard Inc. COM 00507V109   15,224,064 177,872 SH   SOLE   177,872 0 0
Adobe Inc COM 00724F101   22,254,347 57,748 SH   SOLE   57,748 0 0
Advanced Micro Devices Inc COM 007903107   6,266,857 63,941 SH   SOLE   63,941 0 0
AEye Inc COM 008183105   34,229 108,733 SH   SOLE   108,733 0 0
Agco Corp COM 001084102   2,174,373 16,083 SH   SOLE   16,083 0 0
Akoustis Tech Inc COM 00973N102   38,500 12,500 SH   SOLE   12,500 0 0
Alaska Air Group COM 011659109   1,284,563 30,614 SH   SOLE   30,614 0 0
Align Technology Inc COM 016255101   403,641 1,208 SH   SOLE   1,208 0 0
Alphabet Inc Class A COM 02079K305   23,504,907 226,597 SH   SOLE   226,597 0 0
Alphabet Inc Class C COM 02079K107   4,765,488 45,822 SH   SOLE   45,822 0 0
Altria Group Inc COM 02209S103   220,646 4,945 SH   SOLE   4,945 0 0
Amazon.com Inc. COM 023135106   24,302,478 235,284 SH   SOLE   235,284 0 0
Amer Express Company COM 025816109   4,191,955 25,413 SH   SOLE   25,413 0 0
American Tower REIT COM 03027X100   1,823,530 8,924 SH   SOLE   8,924 0 0
Amgen Incorporated COM 031162100   290,100 1,200 SH   SOLE   1,200 0 0
Apple Inc COM 037833100   45,197,468 274,090 SH   SOLE   274,090 0 0
Applied Materials Inc. COM 038222105   4,126,597 33,596 SH   SOLE   33,596 0 0
Archer Daniels Midland Co. COM 039483102   212,135 2,663 SH   SOLE   2,663 0 0
Archrock Inc COM 03957W106   102,585 10,500 SH   SOLE   10,500 0 0
ASML Hldg NV NY Registry Shs N COM N07059210   9,788,932 14,380 SH   SOLE   14,380 0 0
Astrazeneca PLC Spon. ADR COM 046353108   1,942,006 27,979 SH   SOLE   27,979 0 0
Atlassian Corp Cl A COM 049468101   882,039 5,153 SH   SOLE   5,153 0 0
Automatic Data Processing COM 053015103   2,492,657 11,196 SH   SOLE   11,196 0 0
Axon Enterprise Inc COM 05464C101   1,061,967 4,723 SH   SOLE   4,723 0 0
Ball Corp COM 058498106   1,264,719 22,949 SH   SOLE   22,949 0 0
Bank of America Corporation COM 060505104   325,023 11,364 SH   SOLE   11,364 0 0
Berkshire Hathaway Inc Class COM 084670702   2,272,238 7,359 SH   SOLE   7,359 0 0
Blackstone Group Inc Cl A COM 09260D107   2,632,912 29,974 SH   SOLE   29,974 0 0
Boeing Company COM 097023105   499,635 2,352 SH   SOLE   2,352 0 0
Bristol Myers Squibb Company COM 110122108   323,233 4,664 SH   SOLE   4,664 0 0
Broadcom Inc Com COM 11135F101   15,984,776 24,916 SH   SOLE   24,916 0 0
Brookfield Corp COM 11271J107   790,659 24,300 SH   SOLE   24,300 0 0
Brookfield Infrastructure Corp COM 11275Q107   1,085,017 23,557 SH   SOLE   23,557 0 0
Cadence Design Systems Inc COM 127387108   12,509,809 59,545 SH   SOLE   59,545 0 0
Caterpillar Inc COM 149123101   2,127,504 9,297 SH   SOLE   9,297 0 0
Charles River Laboratories Int COM 159864107   588,911 2,918 SH   SOLE   2,918 0 0
Chemed Corp New COM 16359R103   1,075,500 2,000 SH   SOLE   2,000 0 0
Chevron Corporation COM 166764100   493,885 3,027 SH   SOLE   3,027 0 0
Chubb Corporation COM H1467J104   1,709,251 8,802 SH   SOLE   8,802 0 0
Cisco Systems Inc COM 17275R102   2,712,842 51,896 SH   SOLE   51,896 0 0
Coca-Cola Company COM 191216100   2,125,873 34,272 SH   SOLE   34,272 0 0
Colgate Palmolive Co. COM 194162103   2,205,211 29,344 SH   SOLE   29,344 0 0
Comcast Corporation Class A COM 20030N101   751,642 19,827 SH   SOLE   19,827 0 0
Commerce Bancshares Inc. COM 200525103   511,816 8,771 SH   SOLE   8,771 0 0
Copart Inc COM 217204106   7,908,031 105,146 SH   SOLE   105,146 0 0
Costco Wholesale Corporation COM 22160K105   19,086,886 38,414 SH   SOLE   38,414 0 0
Crowdstrike Hldgs Inc Cl A COM 22788C105   426,604 3,108 SH   SOLE   3,108 0 0
Cummins Inc. COM 231021106   2,282,021 9,553 SH   SOLE   9,553 0 0
CyberArk Software Ltd COM M2682V108   325,556 2,200 SH   SOLE   2,200 0 0
Daktronics Inc COM 234264109   86,666 15,285 SH   SOLE   15,285 0 0
Danaher Corporation COM 235851102   855,821 3,396 SH   SOLE   3,396 0 0
Deckers Outdoor Corporation COM 243537107   16,952,530 37,710 SH   SOLE   37,710 0 0
Deere & Company COM 244199105   8,974,672 21,737 SH   SOLE   21,737 0 0
DexCom Inc COM 252131107   9,669,545 83,229 SH   SOLE   83,229 0 0
Dick's Sporting Goods Inc. COM 253393102   2,929,690 20,648 SH   SOLE   20,648 0 0
Disney Walt Co. COM 254687106   2,914,484 29,107 SH   SOLE   29,107 0 0
Edwards Lifesciences Corporati COM 28176E108   1,209,595 14,621 SH   SOLE   14,621 0 0
Elastic NV COM N14506104   219,209 3,786 SH   SOLE   3,786 0 0
Elevance Health Inc COM 036752103   2,572,382 5,594 SH   SOLE   5,594 0 0
Eli Lilly & Co COM 532457108   8,745,233 25,465 SH   SOLE   25,465 0 0
Emerson Electric Company COM 291011104   813,261 9,333 SH   SOLE   9,333 0 0
Enterprise Financial Services COM 293712105   642,998 14,420 SH   SOLE   14,420 0 0
Epam Systems Inc COM 29414B104   3,663,049 12,251 SH   SOLE   12,251 0 0
Evoqua Water Technologies Corp COM 30057T105   944,282 18,992 SH   SOLE   18,992 0 0
Exxon Mobil Corporation COM 30231G102   663,224 6,048 SH   SOLE   6,048 0 0
Fedex Corporation COM 31428X106   2,086,405 9,131 SH   SOLE   9,131 0 0
Fiserv Inc COM 337738108   3,394,856 30,035 SH   SOLE   30,035 0 0
Gallagher Arthur J & Company COM 363576109   1,944,780 10,166 SH   SOLE   10,166 0 0
Gartner Inc COM 366651107   19,247,469 59,083 SH   SOLE   59,083 0 0
General Mills Inc. COM 370334104   512,504 5,997 SH   SOLE   5,997 0 0
Gilead Sciences Inc COM 375558103   1,204,227 14,514 SH   SOLE   14,514 0 0
Goldman Sachs Group Inc COM 38141G104   516,539 1,579 SH   SOLE   1,579 0 0
Hess Corporation COM 42809H107   202,063 1,527 SH   SOLE   1,527 0 0
Home Depot Inc COM 437076102   9,273,225 31,422 SH   SOLE   31,422 0 0
Honeywell International Inc. COM 438516106   613,319 3,209 SH   SOLE   3,209 0 0
Howard Hughes Corporation COM 44267D107   209,760 2,622 SH   SOLE   2,622 0 0
HSBC Holdings PLC Sponsored A COM 404280406   358,126 10,493 SH   SOLE   10,493 0 0
Idexx Laboratories Corp COM 45168D104   3,400,044 6,799 SH   SOLE   6,799 0 0
Interpublic Group Companies In COM 460690100   241,613 6,488 SH   SOLE   6,488 0 0
Intuit Inc. COM 461202103   1,008,468 2,262 SH   SOLE   2,262 0 0
Intuitive Surgical Inc COM 46120E602   23,343,060 91,373 SH   SOLE   91,373 0 0
Jabil Inc COM 466313103   211,231 2,396 SH   SOLE   2,396 0 0
Johnson & Johnson COM 478160104   914,778 5,902 SH   SOLE   5,902 0 0
Johnson Controls International COM G51502105   1,287,082 21,373 SH   SOLE   21,373 0 0
JP Morgan Chase & Co. COM 46625H100   591,086 4,536 SH   SOLE   4,536 0 0
Kennametal Inc Cap Stk COM 489170100   212,366 7,700 SH   SOLE   7,700 0 0
Lab Corporation of America Hol COM 50540R409   1,644,941 7,170 SH   SOLE   7,170 0 0
Lam Research Corp COM 512807108   836,492 1,578 SH   SOLE   1,578 0 0
Linde PLC New COM G54950103   8,679,146 24,652 SH   SOLE   24,652 0 0
Lowe's Companies Inc. COM 548661107   3,687,647 18,441 SH   SOLE   18,441 0 0
Lululemon Athletica Inc. COM 550021109   18,053,262 49,571 SH   SOLE   49,571 0 0
Markel Corporation COM 570535104   14,916,317 11,677 SH   SOLE   11,677 0 0
Mastercard Inc Class A COM 57636Q104   27,939,134 76,880 SH   SOLE   76,880 0 0
McDonalds Corp. COM 580135101   1,026,169 3,670 SH   SOLE   3,670 0 0
McKesson Corp. COM 58155Q103   5,722,011 16,071 SH   SOLE   16,071 0 0
Mercadolibre Inc COM 58733R102   212,208 161 SH   SOLE   161 0 0
Merck & Co Inc New COM 58933Y105   329,064 3,093 SH   SOLE   3,093 0 0
Meta Platforms Inc Cl A COM 30303M102   16,876,358 79,628 SH   SOLE   79,628 0 0
Microchip Technology Inc. COM 595017104   515,420 6,152 SH   SOLE   6,152 0 0
Microsoft Corporation COM 594918104   50,832,671 176,319 SH   SOLE   176,319 0 0
Netflix Inc. COM 64110L106   2,417,324 6,997 SH   SOLE   6,997 0 0
Northrop Grumman Corp COM 666807102   369,376 800 SH   SOLE   800 0 0
Nucor Corporation COM 670346105   1,149,875 7,444 SH   SOLE   7,444 0 0
Nvidia Corporation COM 67066G104   6,391,442 23,010 SH   SOLE   23,010 0 0
O'Reilly Automotive Inc New COM 67103H107   12,114,096 14,269 SH   SOLE   14,269 0 0
ON Semiconductor Corp COM 682189105   17,451,511 211,996 SH   SOLE   211,996 0 0
ONEOK Inc COM 682680103   776,014 12,213 SH   SOLE   12,213 0 0
Option Care Health Inc Com New COM 68404L201   203,868 6,417 SH   SOLE   6,417 0 0
Oracle Corporation COM 68389X105   463,759 4,991 SH   SOLE   4,991 0 0
PayPal Hldgs Inc COM 70450Y103   2,565,025 33,777 SH   SOLE   33,777 0 0
PepsiCo Inc. COM 713448108   3,711,027 20,357 SH   SOLE   20,357 0 0
Pfizer Inc COM 717081103   450,269 11,036 SH   SOLE   11,036 0 0
Philip Morris International In COM 718172109   525,160 5,400 SH   SOLE   5,400 0 0
PNC Financial Services Group COM 693475105   1,719,392 13,528 SH   SOLE   13,528 0 0
Procter & Gamble Co. COM 742718109   3,621,483 24,356 SH   SOLE   24,356 0 0
Qualcomm Inc COM 747525103   2,588,630 20,290 SH   SOLE   20,290 0 0
Quanta Services COM 74762E102   18,408,644 110,470 SH   SOLE   110,470 0 0
Quest Diagnostics Inc. COM 74834L100   1,107,944 7,831 SH   SOLE   7,831 0 0
Raytheon Technologies Corp COM 75513E101   208,983 2,134 SH   SOLE   2,134 0 0
Regions Financial Corporation COM 7591EP100   1,940,764 104,567 SH   SOLE   104,567 0 0
RH COM 74967X103   280,082 1,150 SH   SOLE   1,150 0 0
S&P Global Inc COM 78409V104   5,846,345 16,957 SH   SOLE   16,957 0 0
Salesforce Inc COM 79466L302   13,755,852 68,855 SH   SOLE   68,855 0 0
ServiceNow Inc COM 81762P102   13,765,006 29,620 SH   SOLE   29,620 0 0
Sherwin-Williams Co COM 824348106   1,283,201 5,709 SH   SOLE   5,709 0 0
Simmons First Natl Corp Cl A COM 828730200   2,072,295 118,485 SH   SOLE   118,485 0 0
SolarEdge Technologies Inc COM 83417M104   459,876 1,513 SH   SOLE   1,513 0 0
Starbucks Corporation COM 855244109   2,406,275 23,108 SH   SOLE   23,108 0 0
Synchrony Finl Corp COM 87165B103   1,574,915 54,158 SH   SOLE   54,158 0 0
T-Mobile US Inc COM 872590104   3,307,132 22,833 SH   SOLE   22,833 0 0
Taiwan Semiconductor Manufactu COM 874039100   13,721,473 147,511 SH   SOLE   147,511 0 0
Take Two Interactive Software COM 874054109   470,281 3,942 SH   SOLE   3,942 0 0
Target Corporation COM 87612E106   4,617,515 27,878 SH   SOLE   27,878 0 0
TC Energy Corp COM 87807B107   331,224 8,526 SH   SOLE   8,526 0 0
TechPrecision Corp New COM 878739200   188,536 26,667 SH   SOLE   26,667 0 0
Tesla Motors Inc COM 88160R101   7,235,997 34,879 SH   SOLE   34,879 0 0
Texas Instruments Inc COM 882508104   1,705,443 9,169 SH   SOLE   9,169 0 0
The Trade Desk Inc Class A COM 88339J105   18,092,767 297,041 SH   SOLE   297,041 0 0
Thermo Fisher Scientific Inc COM 883556102   12,432,643 21,571 SH   SOLE   21,571 0 0
Tractor Supply Co. COM 892356106   12,689,451 53,988 SH   SOLE   53,988 0 0
U. S. Bancorp COM 902973304   488,607 13,554 SH   SOLE   13,554 0 0
Union Pacific Corporation COM 907818108   4,065,085 20,198 SH   SOLE   20,198 0 0
United Parcel Service Inc COM 911312106   1,142,521 5,890 SH   SOLE   5,890 0 0
United Rentals Inc COM 911363109   3,204,654 8,097 SH   SOLE   8,097 0 0
UnitedHealth Group Inc. COM 91324P102   2,890,717 6,117 SH   SOLE   6,117 0 0
Veeva Sys Inc Cl A COM 922475108   206,764 1,125 SH   SOLE   1,125 0 0
Vertex Pharmaceuticals Inc COM 92532F100   14,207,767 45,094 SH   SOLE   45,094 0 0
Visa Inc. Class A COM 92826C839   425,218 1,886 SH   SOLE   1,886 0 0
Vulcan Materials Co Hldg Co COM 929160109   4,444,430 25,906 SH   SOLE   25,906 0 0
W P Carey Inc COM 92936U109   1,703,210 21,991 SH   SOLE   21,991 0 0
Wal-Mart Stores Inc. COM 931142103   546,117 3,704 SH   SOLE   3,704 0 0
Waste Mgmt. Inc. Com COM 94106L109   7,648,974 46,877 SH   SOLE   46,877 0 0
Watsco Inc Cl A COM 942622200   212,213 667 SH   SOLE   667 0 0
WillScot Mobile Mini Holdings COM 971378104   221,883 4,733 SH   SOLE   4,733 0 0
WNS Hldgs Ltd Spons ADR COM 92932M101   226,589 2,432 SH   SOLE   2,432 0 0
Western Digital Corp Sr Nt Con CONV 958102AP0   251,604 261,000 PRN   SOLE   261,000 0 0
Health Care Select SPDR ETF 81369Y209   238,336 1,841 SH   SOLE   1,841 0 0
Invesco QQQ tr Unit Ser I ETF 46090E103   319,967 997 SH   SOLE   997 0 0
IShares DJ Select Dividend Ind ETF 464287168   1,177,659 10,050 SH   SOLE   10,050 0 0
IShares MSCI EAFE Index Fund ETF 464287465   405,161 5,665 SH   SOLE   5,665 0 0
IShares Russell 2000 Index Fun ETF 464287655   336,998 1,889 SH   SOLE   1,889 0 0
IShares S&P 500 Growth Index ETF 464287309   254,857 3,989 SH   SOLE   3,989 0 0
S&P 500 Depositary Receipt ETF 78462F103   341,841 835 SH   SOLE   835 0 0
Vanguard Emerging Markets ETF ETF 922042858   335,886 8,314 SH   SOLE   8,314 0 0
Vanguard Idx Fds Small Cap Val ETF 922908611   495,649 3,122 SH   SOLE   3,122 0 0
Vanguard Idx Fds Vanguard Smal ETF 922908751   951,212 5,018 SH   SOLE   5,018 0 0
Vanguard Intl Equity Idx FTSE ETF 922042874   202,963 3,330 SH   SOLE   3,330 0 0
Vanguard Splzd Port Div Appre ETF 921908844   1,148,145 7,455 SH   SOLE   7,455 0 0
Vanguard Tax Mgd Intl Fd FTSE ETF 921943858   1,033,038 22,870 SH   SOLE   22,870 0 0