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
Estimated average burden
hours per response: 23.8
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   612,241 100 SH   SOLE   100 0 0
Abbott Laboratories COM 002824100   689,131 6,632 SH   SOLE   6,632 0 0
AbbVie Inc. COM 00287Y109   17,969,166 104,764 SH   SOLE   104,764 0 0
Accenture plc COM G1151C101   25,656,553 84,561 SH   SOLE   84,561 0 0
Addus Homecare Corp COM 006739106   4,332,064 37,310 SH   SOLE   37,310 0 0
Adobe Inc. COM 00724F101   427,766 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc. COM 00790R104   3,336,754 20,804 SH   SOLE   20,804 0 0
Agilent Technologies, Inc. COM 00846U101   3,785,066 29,199 SH   SOLE   29,199 0 0
Alamo Group Inc. COM 011311107   331,295 1,915 SH   SOLE   1,915 0 0
Alarm.com Holdings, Inc. COM 011642105   281,927 4,437 SH   SOLE   4,437 0 0
Align Technology Inc COM 016255101   32,559,733 134,862 SH   SOLE   134,862 0 0
Alphabet Inc. Class A COM 02079K305   136,618,976 750,036 SH   SOLE   750,036 0 0
Alphabet Inc. Class C COM 02079K107   3,035,601 16,550 SH   SOLE   16,550 0 0
Amazon.com, Inc. COM 023135106   201,416,552 1,042,259 SH   SOLE   1,042,259 0 0
America's Car-Mart Inc COM 03062T105   231,146 3,839 SH   SOLE   3,839 0 0
American Finacial Group, Inc. COM 025932104   3,432,135 27,899 SH   SOLE   27,899 0 0
Ameriprise Financial, Inc. COM 03076C106   21,633,046 50,640 SH   SOLE   50,640 0 0
AMETEK, Inc. COM 031100100   3,413,896 20,478 SH   SOLE   20,478 0 0
Amgen Inc. COM 031162100   21,640,095 69,259 SH   SOLE   69,259 0 0
Analog Devices, Inc. COM 032654105   482,770 2,115 SH   SOLE   2,115 0 0
Apple Inc. COM 037833100   143,699,684 682,270 SH   SOLE   682,270 0 0
Applied Materials, Inc. COM 038222105   124,273,050 526,603 SH   SOLE   526,603 0 0
Argent Mid Cap ETF COM 02072l839   566,894 17,549 SH   SOLE   17,549 0 0
Asbury Automotive Group, Inc. COM 043436104   2,881,872 12,647 SH   SOLE   12,647 0 0
ASGN Incorporated COM 00191U102   830,297 9,417 SH   SOLE   9,417 0 0
Atkore Inc. COM 047649108   281,734 2,088 SH   SOLE   2,088 0 0
Automatic Data Processing, Inc. COM 053015103   24,470,521 102,520 SH   SOLE   102,520 0 0
Axos Financials, Inc. COM 05465C100   478,574 8,374 SH   SOLE   8,374 0 0
Balchem Corporation COM 057665200   558,685 3,629 SH   SOLE   3,629 0 0
Bank of New York Mellon Corp COM 064058100   435,999 7,280 SH   SOLE   7,280 0 0
BellRing Brands, Inc. COM 07831C103   42,566,158 744,945 SH   SOLE   744,945 0 0
Berkshire Hathaway Inc. Class B COM 084670702   851,432 2,093 SH   SOLE   2,093 0 0
BlackRock, Inc. COM 09247X101   22,715,357 28,851 SH   SOLE   28,851 0 0
Blackstone Inc. COM 09260D107   72,383,077 584,678 SH   SOLE   584,678 0 0
Booz Allen Hamilton Holding Corporation COM 099502106   115,089,012 747,817 SH   SOLE   747,817 0 0
Builders FirstSource, Inc. COM 12008R107   4,536,111 32,773 SH   SOLE   32,773 0 0
Carlisle Companies, Inc. COM 142339100   279,595 690 SH   SOLE   690 0 0
Carrier Global Corporation COM 14448C104   420,113 6,660 SH   SOLE   6,660 0 0
CBIZ, Inc. COM 124805102   5,425,157 73,214 SH   SOLE   73,214 0 0
CDW Corporation COM 12514G108   90,449,813 404,082 SH   SOLE   404,082 0 0
Centene Corporation COM 15135B101   204,536 3,085 SH   SOLE   3,085 0 0
Charles River Laboratories Intl, Inc. COM 159864107   30,027,849 145,357 SH   SOLE   145,357 0 0
Cheniere Energy, Inc COM 16411R208   2,374,191 13,580 SH   SOLE   13,580 0 0
Chesapeake Utilities Corp COM 165303108   340,796 3,209 SH   SOLE   3,209 0 0
Chevron Corporation COM 166764100   28,259,019 180,661 SH   SOLE   180,661 0 0
Churchill Downs Incorporated COM 171484108   2,657,984 19,040 SH   SOLE   19,040 0 0
Cintas Corporation COM 172908105   5,195,229 7,419 SH   SOLE   7,419 0 0
Cisco Systems, Inc. COM 17275R102   225,673 4,750 SH   SOLE   4,750 0 0
Coca-Cola COM 191216100   656,232 10,310 SH   SOLE   10,310 0 0
Colliers International Group Inc. COM 194693107   3,305,733 29,608 SH   SOLE   29,608 0 0
Copart, Inc. COM 217204106   81,125,668 1,497,889 SH   SOLE   1,497,889 0 0
Costco Wholesale Corporation COM 22160K105   2,673,219 3,145 SH   SOLE   3,145 0 0
D.R. Horton, Inc. COM 23331A109   81,841,261 580,723 SH   SOLE   580,723 0 0
Danaher Corporation COM 235851102   98,651,386 394,842 SH   SOLE   394,842 0 0
Eaton Corporation plc COM G29183103   41,468,271 132,254 SH   SOLE   132,254 0 0
Edwards Lifesciences COM 28176E108   1,575,463 17,056 SH   SOLE   17,056 0 0
Emerson Electric Co. COM 291011104   727,056 6,600 SH   SOLE   6,600 0 0
EnPro Inc. COM 29355X107   363,925 2,500 SH   SOLE   2,500 0 0
Entegris, Inc. COM 29362U104   3,726,208 27,520 SH   SOLE   27,520 0 0
Envestnet, Inc. COM 29404K106   640,922 10,240 SH   SOLE   10,240 0 0
ePlus, Inc. COM 294268107   934,483 12,683 SH   SOLE   12,683 0 0
Estee Lauder COM 518439104   212,800 2,000 SH   SOLE   2,000 0 0
Exponent, Inc. COM 30214U102   2,173,690 22,852 SH   SOLE   22,852 0 0
Extra Space Storage Inc. COM 30225T102   20,357,728 130,994 SH   SOLE   130,994 0 0
Exxon Mobil Corp COM 30231G102   82,329,003 715,158 SH   SOLE   715,158 0 0
Factset Research Systems, Inc. COM 303075105   898,194 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   79,543,570 53,433 SH   SOLE   53,433 0 0
Ferguson PLC COM G3421J106   31,424,212 162,273 SH   SOLE   162,273 0 0
FirstService Corporation COM 33767E202   4,076,050 26,751 SH   SOLE   26,751 0 0
Fortinet, Inc. COM 34959E109   38,420,076 637,466 SH   SOLE   637,466 0 0
Garmin Ltd. COM H2906T109   30,114,039 184,839 SH   SOLE   184,839 0 0
Gartner, Inc COM 366651107   3,548,921 7,903 SH   SOLE   7,903 0 0
General Mills, Inc. COM 370334104   241,021 3,810 SH   SOLE   3,810 0 0
Glacier Bancorp, Inc. COM 37637Q105   407,273 10,913 SH   SOLE   10,913 0 0
Green Brick Partners Inc. COM 392709101   1,000,727 17,483 SH   SOLE   17,483 0 0
Halozyme Therapeutics, Inc. COM 40637H109   436,997 8,346 SH   SOLE   8,346 0 0
Hamilton Lane Incorporated COM 407497106   984,068 7,963 SH   SOLE   7,963 0 0
HCA Healthcare, Inc. COM 40412C101   51,493,226 160,275 SH   SOLE   160,275 0 0
Herc Holdings, Inc. COM 42704L104   579,145 4,345 SH   SOLE   4,345 0 0
Honeywell International Inc. COM 438516106   1,635,716 7,660 SH   SOLE   7,660 0 0
Houlihan Lokey, Inc. COM 441593100   32,884,755 243,844 SH   SOLE   243,844 0 0
I3 Verticals, LLC COM 46571Y107   310,577 14,066 SH   SOLE   14,066 0 0
ICF International Inc. COM 44925C103   4,070,476 27,418 SH   SOLE   27,418 0 0
Intercontinental Exchange COM 45866F104   889,785 6,500 SH   SOLE   6,500 0 0
iShares Core MSCI EAFE ETF COM 46432F842   315,258 4,340 SH   SOLE   4,340 0 0
iShares Core S&P 500 ETF COM 464287200   615,087 1,124 SH   SOLE   1,124 0 0
iShares Core S&P Smallcap - ETF COM 464287804   446,479 4,186 SH   SOLE   4,186 0 0
IShares Russell Mid-cap ETF COM 464287499   211,619 2,610 SH   SOLE   2,610 0 0
Johnson & Johnson COM 478160104   904,914 6,191 SH   SOLE   6,191 0 0
JPMorgan Chase & Co. COM 46625H100   50,052,447 247,466 SH   SOLE   247,466 0 0
LCI Industries COM 50189K103   201,281 1,947 SH   SOLE   1,947 0 0
Lockheed Martin Corporation COM 539830109   214,866 460 SH   SOLE   460 0 0
Lowe's Companies Inc. COM 548661107   295,416 1,340 SH   SOLE   1,340 0 0
LPL Financial Holdings Inc. COM 50212V100   4,235,585 15,165 SH   SOLE   15,165 0 0
Madison Square Garden Sports Corp COM 55825T103   355,378 1,889 SH   SOLE   1,889 0 0
Magnolia Oil & Gas Corporation COM 559663109   737,673 29,111 SH   SOLE   29,111 0 0
Marvell Technology, Inc. COM 573874104   54,966,091 786,353 SH   SOLE   786,353 0 0
Mastercard Incorporated COM 57636Q104   104,415,037 236,683 SH   SOLE   236,683 0 0
Medpace Holdings, Inc. COM 58506Q109   7,108,119 17,259 SH   SOLE   17,259 0 0
Merck & Co, Inc. COM 58933Y105   1,302,500 10,521 SH   SOLE   10,521 0 0
Microsoft Corporation COM 594918104   232,948,020 521,195 SH   SOLE   521,195 0 0
Molina Healthcare, Inc. COM 60855R100   2,550,834 8,580 SH   SOLE   8,580 0 0
Monster Beverage Corporation COM 61174X109   315,984 6,326 SH   SOLE   6,326 0 0
Murphy USA Inc. COM 626755102   43,812,848 93,326 SH   SOLE   93,326 0 0
NextEra Energy, Inc. COM 65339F101   44,400,202 627,033 SH   SOLE   627,033 0 0
Nike Inc, Cl. B COM 654106103   467,294 6,200 SH   SOLE   6,200 0 0
Novanta Inc. COM 67000B104   293,761 1,801 SH   SOLE   1,801 0 0
NVIDIA Corporation COM 67066G104   8,233,941 66,650 SH   SOLE   66,650 0 0
O'Reilly Automotive, Inc. COM 67103H107   46,007,254 43,565 SH   SOLE   43,565 0 0
OneMain Holdings, Inc. COM 68268W103   32,631,431 672,952 SH   SOLE   672,952 0 0
Oracle Corporation COM 68389X105   23,379,055 165,574 SH   SOLE   165,574 0 0
OTC Markets Group Inc. COM 67106F108   254,769 5,210 SH   SOLE   5,210 0 0
Packaging Corp. of America COM 695156109   235,502 1,290 SH   SOLE   1,290 0 0
Palo Alto Networks, Inc. COM 697435105   610,218 1,800 SH   SOLE   1,800 0 0
Patrick Industries, Inc. COM 703343103   1,909,520 17,591 SH   SOLE   17,591 0 0
PepsiCo, Inc. COM 713448108   23,936,301 145,130 SH   SOLE   145,130 0 0
Perficient, Inc. COM 71375U101   223,772 2,992 SH   SOLE   2,992 0 0
Pool Corporation COM 73278L105   11,896,216 38,708 SH   SOLE   38,708 0 0
Post Holdings, Inc. COM 737446104   266,754 2,561 SH   SOLE   2,561 0 0
QUALCOMM Incorporated COM 747525103   298,770 1,500 SH   SOLE   1,500 0 0
Qualys, Inc. COM 74758T303   445,055 3,121 SH   SOLE   3,121 0 0
Raytheon Technologies Corp. COM 75513E101   668,597 6,660 SH   SOLE   6,660 0 0
RBC Bearings Incorporated COM 75524B104   809,610 3,001 SH   SOLE   3,001 0 0
Republic Services, Inc. COM 760759100   22,476,324 115,655 SH   SOLE   115,655 0 0
RLI Corp COM 749607107   1,061,365 7,544 SH   SOLE   7,544 0 0
Select Medical Holdings Corporation COM 81619Q105   838,460 23,915 SH   SOLE   23,915 0 0
Service Corporation International COM 817565104   2,311,456 32,496 SH   SOLE   32,496 0 0
Skyline Champion Corporation COM 830830105   925,872 13,666 SH   SOLE   13,666 0 0
Starbucks Corp COM 855244109   529,614 6,803 SH   SOLE   6,803 0 0
Target Corporation COM 87612E106   490,023 3,310 SH   SOLE   3,310 0 0
Tempur Sealy International Inc. COM 88023U101   3,119,706 65,900 SH   SOLE   65,900 0 0
Texas Instruments Incorporated COM 882508104   19,868,057 102,134 SH   SOLE   102,134 0 0
TFI International Inc. COM 87241L109   26,095,289 179,769 SH   SOLE   179,769 0 0
The Carlyle Group Inc. COM 14316J108   83,100,392 2,069,748 SH   SOLE   2,069,748 0 0
The Descartes Systems Group Inc. COM 249906108   4,557,194 47,059 SH   SOLE   47,059 0 0
The Home Depot, Inc. COM 437076102   49,071,174 142,549 SH   SOLE   142,549 0 0
The Procter & Gamble Company COM 742718109   15,235,046 92,378 SH   SOLE   92,378 0 0
The Progressive Corporation COM 743315103   54,014,380 260,047 SH   SOLE   260,047 0 0
The Walt Disney Company COM 254687106   392,196 3,950 SH   SOLE   3,950 0 0
Thermo Fisher Scientific, Inc. COM 883556102   22,023,280 39,825 SH   SOLE   39,825 0 0
Thomson Reuters Corporation COM 884903808   17,579,502 104,286 SH   SOLE   104,286 0 0
TJX Co. COM 872540109   297,270 2,700 SH   SOLE   2,700 0 0
TopBuild Corp. COM 89055F103   4,476,067 11,618 SH   SOLE   11,618 0 0
Tractor Supply Company COM 892356106   25,446,339 94,246 SH   SOLE   94,246 0 0
Trane Technologies plc COM G8994E103   1,945,621 5,915 SH   SOLE   5,915 0 0
TransDigm Group Incorporated COM 893641100   77,939,320 61,004 SH   SOLE   61,004 0 0
UFP Industries, Inc. COM 90278Q108   886,256 7,913 SH   SOLE   7,913 0 0
Union Pacific Corporation COM 907818108   238,308 1,053 SH   SOLE   1,053 0 0
United Rentals, Inc. COM 911363109   107,215,287 165,781 SH   SOLE   165,781 0 0
UnitedHealth Group, Incorporated COM 91324P102   105,557,922 207,277 SH   SOLE   207,277 0 0
Victory Capital Holdings, Inc. COM 92645B103   4,932,989 103,352 SH   SOLE   103,352 0 0
Visa Inc. COM 92826C839   71,748,721 273,360 SH   SOLE   273,360 0 0
Walmart, Inc. COM 931142103   2,148,100 31,725 SH   SOLE   31,725 0 0
Waste Connections, Inc. COM 94106B101   65,840,433 375,459 SH   SOLE   375,459 0 0
Yum! Brands COM 988498101   596,070 4,500 SH   SOLE   4,500 0 0