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
Airbnb Inc. COM CL A 009066101   1,686,366 13,556 SH   SOLE   7,998 0 5,558
Alamo Group Inc. COM 011311107   279,739 1,519 SH   SOLE   1,400 0 119
Allied Motion Technologies Inc. COM 019330109   234,799 6,075 SH   SOLE   5,600 0 475
Alphabet Inc. CAP STK CL A 02079K305   3,043,749 29,343 SH   SOLE   17,222 0 12,121
Amazon.com COM 023135106   2,103,501 20,365 SH   SOLE   11,304 0 9,061
American Electric Power Co., Inc. COM 025537101   754,944 8,297 SH   SOLE   4,804 0 3,493
AmerisourceBergen Corp. COM 03073E105   3,787,402 23,655 SH   SOLE   13,436 0 10,219
Amphastar Pharmaceuticals Inc. COM 03209R103   3,084,488 82,253 SH   SOLE   46,352 0 35,901
Apple Computer Inc. COM 037833100   478,870 2,904 SH   SOLE   0 0 2,904
Avery Dennison Corp. COM 053611109   864,053 4,829 SH   SOLE   2,739 0 2,090
Axos Financial Inc. COM 05465C100   17,538,108 475,030 SH   SOLE   118,710 0 356,320
Broadcom Ltd. COM 11135F101   5,563,454 8,672 SH   SOLE   4,738 0 3,934
Cadence Bank COM 12740C103   606,005 29,191 SH   SOLE   3,680 0 25,511
Casey's General Stores, Inc. COM 147528103   3,288,460 15,192 SH   SOLE   8,433 0 6,759
Cavco Industries Inc. COM 149568107   1,702,451 5,358 SH   SOLE   2,358 0 3,000
CDW Corporation COM 12514G108   2,136,384 10,962 SH   SOLE   6,531 0 4,431
Charles River Laboratories COM 159864107   2,010,531 9,962 SH   SOLE   6,416 0 3,546
Citizens Financial Group Inc. COM 174610105   1,118,709 36,836 SH   SOLE   15,759 0 21,077
Cognex Corporation COM 192422103   806,724 16,281 SH   SOLE   9,184 0 7,097
Concentrix Corp. COM 20602D101   2,881,221 23,704 SH   SOLE   13,392 0 10,312
CoStar Group, Inc. COM 22160N109   5,137,243 74,615 SH   SOLE   42,180 0 32,435
D. R. Horton Inc. COM 23331A109   2,714,903 27,791 SH   SOLE   13,813 0 13,978
Dave & Buster's Entertainment Inc. COM 238337109   446,778 12,144 SH   SOLE   11,200 0 944
Dexcom Inc. COM 252131107   5,391,217 46,404 SH   SOLE   28,997 0 17,407
Diamondback Energy, Inc. COM 25278X109   4,218,115 31,206 SH   SOLE   17,603 0 13,603
DoubleVerify Holdings Inc COM 25862V105   1,001,372 33,213 SH   SOLE   18,942 0 14,271
DXP Enterprises Inc. COM NEW 233377407   449,376 16,693 SH   SOLE   15,400 0 1,293
Encore Capital Group, Inc. COM 292554102   2,820,357 55,904 SH   SOLE   29,383 0 26,521
EOG Resources, Inc. COM 26875P101   3,248,614 28,340 SH   SOLE   16,413 0 11,927
EPAM Systems, Inc. COM 29414B104   711,022 2,378 SH   SOLE   2,265 0 113
Euronet Worldwide, Inc. COM 298736109   308,620 2,758 SH   SOLE   2,570 0 188
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   283,199 5,916 SH   SOLE   1,917 0 3,999
Fortinet Inc. COM 34959E109   2,770,518 41,687 SH   SOLE   24,011 0 17,676
Fox Factory Holding Corp. COM 35138V102   652,364 5,375 SH   SOLE   2,232 0 3,143
Globant SA COM L44385109   1,909,732 11,644 SH   SOLE   6,606 0 5,038
Halozyme Therapeutics Inc. COM 40637H109   2,311,908 60,537 SH   SOLE   34,148 0 26,389
Henry Schein, Inc. COM 806407102   1,772,924 21,743 SH   SOLE   12,010 0 9,733
i3 Verticals Inc. COM CL A 46571Y107   248,538 10,132 SH   SOLE   9,350 0 782
ICON PLC SHS G4705A100   2,507,760 11,741 SH   SOLE   7,518 0 4,223
Ingles Markets Inc. CL A 457030104   1,031,758 11,632 SH   SOLE   11,000 0 632
Installed Building Products, Inc. COM 45780R101   1,171,886 10,277 SH   SOLE   9,500 0 777
Insulet Corp. COM 45784P101   6,284,788 19,704 SH   SOLE   11,077 0 8,627
iShares Barclays 1-3 Yr Treasury ETF (SHY) 1 3 YR TREAS BD 464287457   259,133 3,154 SH   SOLE   1,374 0 1,780
Kirby Corp. COM 497266106   3,610,809 51,805 SH   SOLE   29,133 0 22,672
LeMaitre Vascular, Inc. COM 525558201   838,755 16,296 SH   SOLE   15,000 0 1,296
M/I Homes Inc. COM 55305B101   862,062 13,664 SH   SOLE   5,496 0 8,168
Malibu Boats Inc. COM CL A 56117J100   1,243,706 22,032 SH   SOLE   11,249 0 10,783
Matador Resources Co. COM 576485205   779,078 16,350 SH   SOLE   10,478 0 5,872
Medpace Holdings Inc COM 58506Q109   2,236,667 11,894 SH   SOLE   6,334 0 5,560
Microchip Technology COM 595017104   1,588,617 18,962 SH   SOLE   5,998 0 12,964
Micron Technology COM 595112103   3,500,323 58,010 SH   SOLE   33,440 0 24,570
Microsoft Corp COM 594918104   779,275 2,703 SH   SOLE   1,650 0 1,053
Moderna Inc. COM 60770K107   1,385,906 9,024 SH   SOLE   5,248 0 3,776
Monolithic Power Systems Inc COM 609839105   488,027 975 SH   SOLE   900 0 75
Monster Beverage Corp. COM 61174X109   1,951,597 36,134 SH   SOLE   20,272 0 15,862
Motorola Solutions Inc. COM NEW 620076307   1,145,677 4,004 SH   SOLE   3,900 0 104
Nexstar Media Group Inc. COMMON STOCK 65336K103   1,655,464 9,588 SH   SOLE   5,421 0 4,167
NiSource Inc. COM 65473P105   394,963 14,126 SH   SOLE   13,000 0 1,126
O'Reilly Automotive COM 67103H107   3,063,120 3,608 SH   SOLE   2,310 0 1,298
Ollie's Bargain Outlet Holdings Inc. COM 681116109   1,070,673 18,479 SH   SOLE   12,028 0 6,451
ON Semiconductor COM 682189105   2,409,177 29,266 SH   SOLE   16,553 0 12,713
PagerDuty Inc. COM 69553P100   1,052,828 30,098 SH   SOLE   16,909 0 13,189
Paycom Software Inc. COM 70432V102   3,599,478 11,840 SH   SOLE   6,790 0 5,050
Paylocity Holding Corp. COM 70438V106   4,702,141 23,655 SH   SOLE   13,541 0 10,114
PayPal Holdings Inc. COM 70450Y103   1,989,856 26,203 SH   SOLE   14,931 0 11,272
Qualys Inc COM 74758T303   1,002,714 7,712 SH   SOLE   4,756 0 2,956
Snap-On Inc. COM 833034101   1,509,239 6,113 SH   SOLE   3,941 0 2,172
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,302,241 3,181 SH   SOLE   484 0 2,697
SPDR S&P Biotech ETF (XBI) S&P BIOTECH 78464A870   1,184,837 15,547 SH   SOLE   10,597 0 4,950
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   281,218 613 SH   SOLE   0 0 613
Sprouts Farmers Market Inc. COM 85208M102   1,608,262 45,911 SH   SOLE   27,791 0 18,120
SPS Commerce Inc. COM 78463M107   628,238 4,125 SH   SOLE   3,800 0 325
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   891,318 9,582 SH   SOLE   5,491 0 4,091
TD SYNNEX Corp. COM 87162W100   1,646,785 17,014 SH   SOLE   9,534 0 7,480
Texas Roadhouse, Inc. COM 882681109   937,096 8,672 SH   SOLE   4,919 0 3,753
The Boston Beer Company, Inc. CL A 100557107   1,470,275 4,473 SH   SOLE   2,482 0 1,991
The Trade Desk, Inc. COM CL A 88339J105   4,149,676 68,128 SH   SOLE   39,136 0 28,992
United Healthcare Corp. COM 91324P102   1,544,897 3,269 SH   SOLE   1,899 0 1,370
Upwork Inc. COM 91688F104   724,967 64,043 SH   SOLE   36,057 0 27,986
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363   614,626 1,634 SH   SOLE   773 0 861
Visa Inc. - Class A Shares COM CL A 92826C839   5,324,463 23,616 SH   SOLE   13,845 0 9,771
WESCO International, Inc. COM 95082P105   7,392,575 47,836 SH   SOLE   25,796 0 22,040
Wintrust Financial Corp COM 97650W108   1,411,291 19,346 SH   SOLE   10,753 0 8,593
Xcel Energy Inc COM 98389B100   720,124 10,678 SH   SOLE   6,160 0 4,518
Zebra Technologies Corp CL A 989207105   2,736,390 8,605 SH   SOLE   4,867 0 3,738