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
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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   1,836,120 13,487 SH   SOLE   7,326 0 6,161
Alamo Group Inc. COM 011311107   826,677 3,933 SH   SOLE   3,500 0 433
Allient Inc COM 019330109   396,083 13,111 SH   SOLE   11,700 0 1,411
Alphabet Inc. CAP STK CL A 02079K305   7,005,314 50,149 SH   SOLE   28,547 0 21,602
Amazon.com COM 023135106   7,013,398 46,159 SH   SOLE   25,156 0 21,003
Amphastar Pharmaceuticals Inc. COM 03209R103   3,035,474 49,078 SH   SOLE   22,535 0 26,543
Apple Computer Inc. COM 037833100   462,842 2,404 SH   SOLE   0 0 2,404
Arista Networks, Inc. COM 040413106   3,829,864 16,262 SH   SOLE   8,775 0 7,487
Avery Dennison Corp. COM 053611109   732,224 3,622 SH   SOLE   1,359 0 2,263
Axos Financial Inc. COM 05465C100   25,527,247 467,532 SH   SOLE   114,746 0 352,786
Boot Barn Holdings Inc. COM 099406100   482,590 6,287 SH   SOLE   5,600 0 687
Broadcom Ltd. COM 11135F101   7,115,145 6,374 SH   SOLE   3,285 0 3,089
Burlington Stores COM 122017106   559,908 2,879 SH   SOLE   2,580 0 299
Canada Goose Holdings Inc. SHS SUB VTG 135086106   236,396 19,949 SH   SOLE   17,800 0 2,149
Casey's General Stores, Inc. COM 147528103   2,732,564 9,946 SH   SOLE   4,265 0 5,681
CDW Corporation COM 12514G108   2,157,267 9,490 SH   SOLE   4,927 0 4,563
Cencora Inc. COM 03073E105   5,417,308 26,377 SH   SOLE   15,589 0 10,788
Charles River Laboratories COM 159864107   1,603,501 6,783 SH   SOLE   3,021 0 3,762
Clearfield Inc COM 18482P103   738,196 25,385 SH   SOLE   8,776 0 16,609
Concentrix Corp. COM 20602D101   3,071,321 31,273 SH   SOLE   16,210 0 15,063
CoStar Group, Inc. COM 22160N109   4,113,273 47,068 SH   SOLE   24,470 0 22,598
D. R. Horton Inc. COM 23331A109   1,830,447 12,044 SH   SOLE   4,739 0 7,305
Dave & Buster's Entertainment Inc. COM 238337109   567,579 10,540 SH   SOLE   9,400 0 1,140
Dexcom Inc. COM 252131107   5,743,133 46,282 SH   SOLE   27,457 0 18,825
Diamondback Energy, Inc. COM 25278X109   3,572,423 23,036 SH   SOLE   12,250 0 10,786
DoubleVerify Holdings Inc COM 25862V105   2,792,595 75,927 SH   SOLE   42,071 0 33,856
Encore Capital Group, Inc. COM 292554102   2,493,094 49,125 SH   SOLE   23,504 0 25,621
EOG Resources, Inc. COM 26875P101   3,368,820 27,853 SH   SOLE   15,315 0 12,538
Euronet Worldwide, Inc. COM 298736109   3,000,653 29,566 SH   SOLE   13,010 0 16,556
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   285,861 5,916 SH   SOLE   1,917 0 3,999
Fortinet Inc. COM 34959E109   2,404,471 41,081 SH   SOLE   22,696 0 18,385
Global Payments Inc. COM 37940X102   1,814,703 14,289 SH   SOLE   7,728 0 6,561
Globant SA COM L44385109   3,762,464 15,810 SH   SOLE   8,406 0 7,404
Halozyme Therapeutics Inc. COM 40637H109   1,942,913 52,568 SH   SOLE   24,036 0 28,532
i3 Verticals Inc. COM CL A 46571Y107   506,175 23,910 SH   SOLE   21,350 0 2,560
ICON PLC SHS G4705A100   2,558,387 9,038 SH   SOLE   4,461 0 4,577
Installed Building Products, Inc. COM 45780R101   1,949,775 10,665 SH   SOLE   9,500 0 1,165
Insulet Corp. COM 45784P101   4,030,620 18,576 SH   SOLE   10,162 0 8,414
iRadimed Corp COM 46266A109   949,400 20,000 SH   SOLE   17,800 0 2,200
Kirby Corp. COM 497266106   3,891,666 49,588 SH   SOLE   30,179 0 19,409
Lantheus Holdings Inc. COM 516544103   1,722,360 27,780 SH   SOLE   14,315 0 13,465
LeMaitre Vascular, Inc. COM 525558201   765,636 13,489 SH   SOLE   12,000 0 1,489
M/I Homes Inc. COM 55305B101   1,853,016 13,453 SH   SOLE   4,785 0 8,668
Matador Resources Co. COM 576485205   1,537,949 27,048 SH   SOLE   19,171 0 7,877
Medpace Holdings Inc COM 58506Q109   3,644,335 11,889 SH   SOLE   5,858 0 6,031
Microchip Technology COM 595017104   3,084,659 34,206 SH   SOLE   11,762 0 22,444
Micron Technology COM 595112103   6,013,739 70,468 SH   SOLE   38,213 0 32,255
Microsoft Corp COM 594918104   3,177,538 8,450 SH   SOLE   3,162 0 5,288
Monolithic Power Systems Inc COM 609839105   3,621,308 5,741 SH   SOLE   2,379 0 3,362
Monster Beverage Corp. COM 61174X109   2,047,575 35,542 SH   SOLE   18,803 0 16,739
Motorola Solutions Inc. COM NEW 620076307   2,181,920 6,969 SH   SOLE   4,042 0 2,927
Napco Security Systems Inc. COM 630402105   342,329 9,995 SH   SOLE   8,800 0 1,195
Nexstar Media Group Inc. COMMON STOCK 65336K103   510,378 3,256 SH   SOLE   2,900 0 356
Novo Nordisk A/S - ADR ADR 670100205   860,187 8,315 SH   SOLE   403 0 7,912
NVIDIA Corp 67066G 67066G104   2,307,230 4,659 SH   SOLE   2,937 0 1,722
O'Reilly Automotive COM 67103H107   2,867,341 3,018 SH   SOLE   1,641 0 1,377
Ollie's Bargain Outlet Holdings Inc. COM 681116109   2,435,234 32,089 SH   SOLE   17,632 0 14,457
ON Semiconductor COM 682189105   2,442,083 29,236 SH   SOLE   15,447 0 13,789
Onto Innovation Inc. COM 683344105   359,621 2,352 SH   SOLE   2,100 0 252
Paycom Software Inc. COM 70432V102   3,727,368 18,031 SH   SOLE   10,032 0 7,999
Paylocity Holding Corp. COM 70438V106   3,902,329 23,672 SH   SOLE   12,728 0 10,944
Qualys Inc COM 74758T303   1,050,687 5,353 SH   SOLE   2,342 0 3,011
Salesforce, Inc. COM 79466L302   1,064,664 4,046 SH   SOLE   2,195 0 1,851
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201   207,584 3,681 SH   SOLE   0 0 3,681
Schwab US Mid Cap ETF (SCHM) US MID-CAP ETF 808524508   202,110 2,683 SH   SOLE   0 0 2,683
Snap-On Inc. COM 833034101   728,743 2,523 SH   SOLE   2,250 0 273
SPDR Portfolio S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854   412,670 7,382 SH   SOLE   0 0 7,382
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,498,927 3,154 SH   SOLE   550 0 2,604
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   304,155 599 SH   SOLE   0 0 599
Sprouts Farmers Market Inc. COM 85208M102   2,671,356 55,526 SH   SOLE   33,922 0 21,604
SPS Commerce Inc. COM 78463M107   565,237 2,916 SH   SOLE   2,600 0 316
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   1,396,616 13,429 SH   SOLE   5,301 0 8,128
TD SYNNEX Corp. COM 87162W100   1,361,697 12,654 SH   SOLE   4,582 0 8,072
Texas Roadhouse, Inc. COM 882681109   1,849,462 15,131 SH   SOLE   6,886 0 8,245
The Boston Beer Company, Inc. CL A 100557107   1,189,866 3,443 SH   SOLE   1,303 0 2,140
The Trade Desk, Inc. COM CL A 88339J105   2,338,556 32,498 SH   SOLE   16,975 0 15,523
Upwork Inc. COM 91688F104   1,750,467 117,718 SH   SOLE   52,173 0 65,545
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SH 922908363   732,712 1,677 SH   SOLE   785 0 892
Veeva Systems Inc. CL A COM 922475108   801,461 4,163 SH   SOLE   2,246 0 1,917
Visa Inc. - Class A Shares COM CL A 92826C839   5,078,647 19,507 SH   SOLE   10,823 0 8,684
Watsco, Inc. COM 942622200   3,230,664 7,540 SH   SOLE   2,729 0 4,811
WESCO International, Inc. COM 95082P105   7,156,205 41,156 SH   SOLE   20,191 0 20,965
Wintrust Financial Corp COM 97650W108   3,166,856 34,144 SH   SOLE   12,408 0 21,736