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   2,221,186 13,465 SH   SOLE   7,326 0 6,139
Alamo Group Inc. COM 011311107   911,265 3,991 SH   SOLE   3,500 0 491
Allient Inc COM 019330109   473,331 13,266 SH   SOLE   11,700 0 1,566
Alphabet Inc. CAP STK CL A 02079K305   7,554,499 50,053 SH   SOLE   28,547 0 21,506
Amazon.com COM 023135106   8,310,107 46,070 SH   SOLE   25,156 0 20,914
Amphastar Pharmaceuticals Inc. COM 03209R103   2,159,933 49,190 SH   SOLE   22,535 0 26,655
Apple Inc. COM 037833100   2,318,924 13,523 SH   SOLE   6,141 0 7,382
Arista Networks, Inc. COM 040413106   4,705,505 16,227 SH   SOLE   8,775 0 7,452
Avery Dennison Corp. COM 053611109   810,174 3,629 SH   SOLE   1,359 0 2,270
Axos Financial Inc. COM 05465C100   25,197,609 466,277 SH   SOLE   114,746 0 351,531
Boot Barn Holdings Inc. COM 099406100   604,203 6,350 SH   SOLE   5,600 0 750
Broadcom Ltd. COM 11135F101   7,050,812 5,320 SH   SOLE   2,589 0 2,731
Burlington Stores COM 122017106   679,852 2,928 SH   SOLE   2,580 0 348
Camtek Ltd. ORD M20791105   265,635 3,171 SH   SOLE   2,800 0 371
Canada Goose Holdings Inc. SHS SUB VTG 135086106   530,399 43,980 SH   SOLE   38,900 0 5,080
Casey's General Stores, Inc. COM 147528103   3,172,080 9,961 SH   SOLE   4,265 0 5,696
CDW Corporation COM 12514G108   2,416,865 9,449 SH   SOLE   4,927 0 4,522
Cencora Inc. COM 03073E105   6,394,282 26,315 SH   SOLE   15,589 0 10,726
Charles River Laboratories COM 159864107   1,846,795 6,816 SH   SOLE   3,021 0 3,795
Clearfield Inc COM 18482P103   785,032 25,455 SH   SOLE   8,776 0 16,679
CoStar Group, Inc. COM 22160N109   4,551,792 47,120 SH   SOLE   24,470 0 22,650
D. R. Horton Inc. COM 23331A109   1,978,056 12,021 SH   SOLE   4,739 0 7,282
Dave & Buster's Entertainment Inc. COM 238337109   666,252 10,643 SH   SOLE   9,400 0 1,243
Dexcom Inc. COM 252131107   6,433,045 46,381 SH   SOLE   27,457 0 18,924
Diamondback Energy, Inc. COM 25278X109   4,572,971 23,076 SH   SOLE   12,250 0 10,826
DoubleVerify Holdings Inc COM 25862V105   2,731,897 77,699 SH   SOLE   41,375 0 36,324
Doximity Inc. CL A 26622P107   2,027,803 75,355 SH   SOLE   42,694 0 32,661
Encore Capital Group, Inc. COM 292554102   1,557,399 34,146 SH   SOLE   10,204 0 23,942
EOG Resources, Inc. COM 26875P101   3,555,486 27,812 SH   SOLE   15,315 0 12,497
Euronet Worldwide, Inc. COM 298736109   3,430,915 31,210 SH   SOLE   14,310 0 16,900
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   285,447 5,916 SH   SOLE   1,917 0 3,999
Fortinet Inc. COM 34959E109   2,801,940 41,018 SH   SOLE   22,696 0 18,322
Global Payments Inc. COM 37940X102   1,907,195 14,269 SH   SOLE   7,728 0 6,541
Globant SA COM L44385109   3,438,559 17,031 SH   SOLE   9,446 0 7,585
Halozyme Therapeutics Inc. COM 40637H109   2,143,144 52,683 SH   SOLE   24,036 0 28,647
ICON PLC SHS G4705A100   3,055,801 9,096 SH   SOLE   4,461 0 4,635
Insight Enterprises Inc. COM 45765U103   547,470 2,951 SH   SOLE   2,600 0 351
Installed Building Products, Inc. COM 45780R101   2,418,091 9,346 SH   SOLE   8,200 0 1,146
Insulet Corp. COM 45784P101   3,189,925 18,611 SH   SOLE   10,162 0 8,449
Iovance Biotherapeutics Inc. COM 462260100   1,172,069 79,087 SH   SOLE   41,185 0 37,902
iRadimed Corp COM 46266A109   891,149 20,258 SH   SOLE   17,800 0 2,458
iShares Barclays 1-3 Yr Treasury ETF (SHY) 1 3 YR TREAS BD 464287457   225,570 2,758 SH   SOLE   0 0 2,758
Kirby Corp. COM 497266106   4,747,699 49,808 SH   SOLE   30,179 0 19,629
Lantheus Holdings Inc. COM 516544103   1,740,355 27,962 SH   SOLE   14,315 0 13,647
LeMaitre Vascular, Inc. COM 525558201   906,345 13,658 SH   SOLE   12,000 0 1,658
M/I Homes Inc. COM 55305B101   1,836,235 13,473 SH   SOLE   4,785 0 8,688
Matador Resources Co. COM 576485205   1,825,826 27,345 SH   SOLE   19,171 0 8,174
Medpace Holdings Inc COM 58506Q109   4,143,750 10,253 SH   SOLE   4,358 0 5,895
Meta Platforms Inc. CL A 30303M102   1,902,988 3,919 SH   SOLE   2,092 0 1,827
Microchip Technology COM 595017104   2,200,162 24,525 SH   SOLE   11,298 0 13,227
Micron Technology COM 595112103   8,290,378 70,323 SH   SOLE   38,213 0 32,110
Microsoft Corp COM 594918104   3,550,456 8,439 SH   SOLE   3,162 0 5,277
Monolithic Power Systems Inc COM 609839105   2,694,777 3,978 SH   SOLE   1,678 0 2,300
Monster Beverage Corp. COM 61174X109   2,102,662 35,470 SH   SOLE   18,803 0 16,667
Motorola Solutions Inc. COM NEW 620076307   2,465,447 6,945 SH   SOLE   4,042 0 2,903
Napco Security Systems Inc. COM 630402105   620,592 15,453 SH   SOLE   13,500 0 1,953
Nexstar Media Group Inc. COMMON STOCK 65336K103   567,523 3,294 SH   SOLE   2,900 0 394
Novo Nordisk A/S - ADR ADR 670100205   1,066,234 8,304 SH   SOLE   403 0 7,901
NVIDIA Corp COM 67066G104   4,201,554 4,650 SH   SOLE   2,937 0 1,713
NXP Semiconductor NV COM N6596X109   2,166,501 8,744 SH   SOLE   4,704 0 4,040
O'Reilly Automotive COM 67103H107   3,401,315 3,013 SH   SOLE   1,641 0 1,372
Ollie's Bargain Outlet Holdings Inc. COM 681116109   2,563,905 32,222 SH   SOLE   17,632 0 14,590
ON Semiconductor COM 682189105   1,284,036 17,458 SH   SOLE   9,094 0 8,364
Onto Innovation Inc. COM 683344105   699,693 3,864 SH   SOLE   3,400 0 464
Paycom Software Inc. COM 70432V102   2,604,444 13,087 SH   SOLE   7,517 0 5,570
Paylocity Holding Corp. COM 70438V106   4,723,228 27,483 SH   SOLE   16,288 0 11,195
Qualys Inc COM 74758T303   2,879,509 17,256 SH   SOLE   8,541 0 8,715
Salesforce, Inc. COM 79466L302   2,444,076 8,115 SH   SOLE   4,388 0 3,727
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201   228,898 3,688 SH   SOLE   0 0 3,688
Schwab US Mid Cap ETF (SCHM) US MID-CAP ETF 808524508   208,724 2,563 SH   SOLE   0 0 2,563
Snap-On Inc. COM 833034101   757,138 2,556 SH   SOLE   2,250 0 306
SPDR Portfolio S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854   830,168 13,492 SH   SOLE   0 0 13,492
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,648,521 3,152 SH   SOLE   550 0 2,602
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   334,802 602 SH   SOLE   0 0 602
Sprouts Farmers Market Inc. COM 85208M102   2,803,848 43,484 SH   SOLE   23,122 0 20,362
SPS Commerce Inc. COM 78463M107   545,455 2,950 SH   SOLE   2,600 0 350
Super Micro Computer Inc. COM 86800U104   563,597 558 SH   SOLE   490 0 68
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   1,817,628 13,360 SH   SOLE   5,301 0 8,059
TD SYNNEX Corp. COM 87162W100   891,794 7,885 SH   SOLE   382 0 7,503
Texas Roadhouse, Inc. COM 882681109   2,340,066 15,149 SH   SOLE   6,886 0 8,263
The Trade Desk, Inc. COM CL A 88339J105   1,643,321 18,798 SH   SOLE   9,771 0 9,027
UFP Industries Inc. COM 90278Q108   559,080 4,545 SH   SOLE   4,000 0 545
Upwork Inc. COM 91688F104   2,381,848 194,278 SH   SOLE   91,897 0 102,381
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SH 922908363   812,449 1,690 SH   SOLE   817 0 873
Veeva Systems Inc. CL A COM 922475108   961,282 4,149 SH   SOLE   2,246 0 1,903
Visa Inc. - Class A Shares COM CL A 92826C839   5,435,920 19,478 SH   SOLE   10,823 0 8,655
Watsco, Inc. COM 942622200   3,267,421 7,564 SH   SOLE   2,729 0 4,835
WESCO International, Inc. COM 95082P105   4,869,662 28,431 SH   SOLE   13,768 0 14,663
Wintrust Financial Corp COM 97650W108   3,575,984 34,256 SH   SOLE   12,408 0 21,848