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   2,016,376 13,298 SH   SOLE   7,199 0 6,099
Alamo Group Inc. COM 011311107   695,460 4,020 SH   SOLE   3,500 0 520
Allient Inc COM 019330109   337,683 13,363 SH   SOLE   11,700 0 1,663
Alphabet Inc. CAP STK CL A 02079K305   9,012,236 49,477 SH   SOLE   28,098 0 21,379
Amazon.com COM 023135106   8,859,353 45,844 SH   SOLE   25,061 0 20,783
Amphastar Pharmaceuticals Inc. COM 03209R103   741,800 18,545 SH   SOLE   16,000 0 2,545
Apple Inc. COM 037833100   2,839,368 13,481 SH   SOLE   6,117 0 7,364
Argan, Inc. COM 04010E109   1,159,147 15,844 SH   SOLE   14,400 0 1,444
Arista Networks, Inc. COM 040413106   5,659,902 16,149 SH   SOLE   8,738 0 7,411
AutoZone Inc. COM 053332102   978,153 330 SH   SOLE   330 0 0
Avery Dennison Corp. COM 053611109   791,076 3,618 SH   SOLE   1,352 0 2,266
Axcelis Technologies Inc. COM NEW 054540208   684,929 4,817 SH   SOLE   4,200 0 617
Axos Financial Inc. COM 05465C100   26,289,000 460,000 SH   SOLE   114,007 0 345,993
Boot Barn Holdings Inc. COM 099406100   831,856 6,452 SH   SOLE   5,600 0 852
Broadcom Ltd. COM 11135F101   8,481,366 5,283 SH   SOLE   2,565 0 2,718
Camtek Ltd. ORD M20791105   747,558 5,969 SH   SOLE   5,200 0 769
Casey's General Stores, Inc. COM 147528103   3,793,470 9,942 SH   SOLE   4,241 0 5,701
CDW Corporation COM 12514G108   2,101,410 9,388 SH   SOLE   4,907 0 4,481
Cencora Inc. COM 03073E105   4,231,585 18,782 SH   SOLE   11,581 0 7,201
Charles River Laboratories COM 159864107   1,402,885 6,791 SH   SOLE   3,009 0 3,782
Clearfield Inc COM 18482P103   1,304,986 33,843 SH   SOLE   16,004 0 17,839
CoStar Group, Inc. COM 22160N109   3,491,401 47,092 SH   SOLE   24,371 0 22,721
D. R. Horton Inc. COM 23331A109   1,684,677 11,954 SH   SOLE   4,706 0 7,248
Dexcom Inc. COM 252131107   5,248,587 46,292 SH   SOLE   27,376 0 18,916
Diamondback Energy, Inc. COM 25278X109   4,597,764 22,967 SH   SOLE   12,211 0 10,756
DoubleVerify Holdings Inc COM 25862V105   668,872 34,354 SH   SOLE   16,188 0 18,166
Duolingo Inc. CL A COM 26603R106   2,109,236 10,108 SH   SOLE   4,812 0 5,296
Encore Capital Group, Inc. COM 292554102   1,412,686 33,853 SH   SOLE   10,095 0 23,758
EOG Resources, Inc. COM 26875P101   3,010,055 23,914 SH   SOLE   11,562 0 12,352
Euronet Worldwide, Inc. COM 298736109   2,970,243 28,698 SH   SOLE   12,013 0 16,685
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   277,056 5,766 SH   SOLE   1,767 0 3,999
Fortinet Inc. COM 34959E109   1,199,614 19,904 SH   SOLE   11,085 0 8,819
Global Payments Inc. COM 37940X102   677,287 7,004 SH   SOLE   497 0 6,507
Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC 37954Y889   200,124 3,060 SH   SOLE   0 0 3,060
Globant SA COM L44385109   2,012,912 11,292 SH   SOLE   6,092 0 5,200
Halozyme Therapeutics Inc. COM 40637H109   3,504,350 66,928 SH   SOLE   31,708 0 35,220
ICON PLC SHS G4705A100   2,852,890 9,101 SH   SOLE   4,444 0 4,657
Insight Enterprises Inc. COM 45765U103   834,302 4,206 SH   SOLE   3,650 0 556
Installed Building Products, Inc. COM 45780R101   1,946,761 9,465 SH   SOLE   8,200 0 1,265
Iovance Biotherapeutics Inc. COM 462260100   632,401 78,853 SH   SOLE   41,063 0 37,790
iRadimed Corp COM 46266A109   905,384 20,605 SH   SOLE   17,800 0 2,805
iShares Barclays 1-3 Yr Treasury ETF (SHY) 1 3 YR TREAS BD 464287457   210,599 2,579 SH   SOLE   0 0 2,579
Kirby Corp. COM 497266106   4,420,312 36,919 SH   SOLE   17,499 0 19,420
Lantheus Holdings Inc. COM 516544103   2,241,456 27,917 SH   SOLE   14,258 0 13,659
LeMaitre Vascular, Inc. COM 525558201   1,138,179 13,833 SH   SOLE   12,000 0 1,833
M/I Homes Inc. COM 55305B101   1,640,096 13,428 SH   SOLE   4,757 0 8,671
Matador Resources Co. COM 576485205   1,897,008 31,829 SH   SOLE   22,852 0 8,977
Medpace Holdings Inc COM 58506Q109   4,215,285 10,235 SH   SOLE   4,336 0 5,899
Meta Platforms Inc. CL A 30303M102   1,970,996 3,909 SH   SOLE   2,084 0 1,825
Microchip Technology COM 595017104   2,249,863 24,589 SH   SOLE   11,298 0 13,291
Micron Technology COM 595112103   9,201,181 69,955 SH   SOLE   38,063 0 31,892
Microsoft Corp COM 594918104   4,826,166 10,798 SH   SOLE   5,542 0 5,256
Monolithic Power Systems Inc COM 609839105   3,253,853 3,960 SH   SOLE   1,668 0 2,292
Monster Beverage Corp. COM 61174X109   1,761,487 35,265 SH   SOLE   18,745 0 16,520
Motorola Solutions Inc. COM NEW 620076307   2,671,703 6,921 SH   SOLE   4,029 0 2,892
Napco Security Systems Inc. COM 630402105   1,247,423 24,012 SH   SOLE   20,700 0 3,312
Nexstar Media Group Inc. COMMON STOCK 65336K103   550,821 3,318 SH   SOLE   2,900 0 418
Novo Nordisk A/S - ADR ADR 670100205   1,169,469 8,193 SH   SOLE   366 0 7,827
NVIDIA Corp COM 67066G104   7,667,881 62,068 SH   SOLE   35,236 0 26,832
NXP Semiconductor NV COM N6596X109   2,344,312 8,712 SH   SOLE   4,686 0 4,026
O'Reilly Automotive COM 67103H107   3,160,788 2,993 SH   SOLE   1,634 0 1,359
Ollie's Bargain Outlet Holdings Inc. COM 681116109   3,173,345 32,325 SH   SOLE   17,577 0 14,748
Onto Innovation Inc. COM 683344105   862,432 3,928 SH   SOLE   3,400 0 528
Paycom Software Inc. COM 70432V102   1,543,259 10,789 SH   SOLE   5,493 0 5,296
Paylocity Holding Corp. COM 70438V106   1,534,998 11,642 SH   SOLE   6,221 0 5,421
Qualys Inc COM 74758T303   1,707,350 11,973 SH   SOLE   3,660 0 8,313
Salesforce, Inc. COM 79466L302   2,078,654 8,085 SH   SOLE   4,371 0 3,714
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201   216,999 3,377 SH   SOLE   0 0 3,377
SPDR Portfolio S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854   1,258,321 19,661 SH   SOLE   632 0 19,029
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,742,953 3,203 SH   SOLE   550 0 2,653
SPDR S&P Biotech ETF (XBI) S&P BIOTECH 78464A870   542,817 5,855 SH   SOLE   5,100 0 755
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   322,589 603 SH   SOLE   0 0 603
Sprouts Farmers Market Inc. COM 85208M102   3,642,389 43,538 SH   SOLE   23,063 0 20,475
SPS Commerce Inc. COM 78463M107   564,480 3,000 SH   SOLE   2,600 0 400
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   2,310,456 13,293 SH   SOLE   5,273 0 8,020
TD SYNNEX Corp. COM 87162W100   901,159 7,809 SH   SOLE   354 0 7,455
Texas Roadhouse, Inc. COM 882681109   2,599,174 15,137 SH   SOLE   6,851 0 8,286
Tractor Supply Co. COM 892356106   513,000 1,900 SH   SOLE   1,900 0 0
UFP Industries Inc. COM 90278Q108   512,736 4,578 SH   SOLE   4,000 0 578
Upwork Inc. COM 91688F104   2,084,791 193,934 SH   SOLE   91,471 0 102,463
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363   833,786 1,667 SH   SOLE   838 0 829
Veeco Instruments Inc COM 922417100   2,085,602 44,650 SH   SOLE   22,747 0 21,903
Veeva Systems Inc. CL A COM 922475108   754,001 4,120 SH   SOLE   2,239 0 1,881
Visa Inc. - Class A Shares COM CL A 92826C839   4,111,855 15,666 SH   SOLE   7,083 0 8,583
Watsco, Inc. COM 942622200   3,501,631 7,559 SH   SOLE   2,708 0 4,851
WESCO International, Inc. COM 95082P105   3,049,766 19,239 SH   SOLE   8,929 0 10,310
Wintrust Financial Corp COM 97650W108   2,841,682 28,832 SH   SOLE   7,715 0 21,117
Zebra Technologies Corp CL A 989207105   3,661,747 11,853 SH   SOLE   6,715 0 5,138