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
Agilysys Inc COM 00847J105   1,083,973 8,230 SH   SOLE   7,090 0 1,140
Alamo Group Inc. COM 011311107   749,217 4,030 SH   SOLE   3,500 0 530
Alphabet Inc. CAP STK CL A 02079K305   8,723,323 46,082 SH   SOLE   25,008 0 21,074
Amazon.com COM 023135106   9,132,986 41,629 SH   SOLE   23,028 0 18,601
Amphastar Pharmaceuticals Inc. COM 03209R103   687,648 18,520 SH   SOLE   16,000 0 2,520
Apple Inc. COM 037833100   8,184,226 32,682 SH   SOLE   15,166 0 17,516
Argan, Inc. COM 04010E109   1,127,702 8,229 SH   SOLE   7,400 0 829
Arista Networks, Inc. COM SHS 040413205   6,295,678 56,959 SH   SOLE   31,068 0 25,891
Axos Financial Inc. COM 05465C100   29,758,265 426,031 SH   SOLE   97,739 0 328,292
Booking Holdings Inc. COM 09857L108   1,301,726 262 SH   SOLE   262 0 0
Boot Barn Holdings Inc. COM 099406100   2,810,340 18,511 SH   SOLE   9,475 0 9,036
Broadcom Ltd. COM 11135F101   9,640,918 41,584 SH   SOLE   19,865 0 21,719
Burlington Stores COM 122017106   2,204,369 7,733 SH   SOLE   4,002 0 3,731
Camtek Ltd. ORD M20791105   483,489 5,986 SH   SOLE   5,200 0 786
Casey's General Stores, Inc. COM 147528103   3,923,073 9,901 SH   SOLE   4,256 0 5,645
Chipotle Mexican Grill, Inc. COM 169656105   2,328,364 38,613 SH   SOLE   20,603 0 18,010
Clear Secure Inc COM CL A 18467V109   559,600 21,006 SH   SOLE   18,200 0 2,806
Comfort Systems USA Inc. COM 199908104   2,322,577 5,477 SH   SOLE   2,244 0 3,233
Covenant Logistics Group Inc. CL A 22284P105   827,843 15,187 SH   SOLE   13,100 0 2,087
D. R. Horton Inc. COM 23331A109   2,078,844 14,868 SH   SOLE   4,867 0 10,001
Diamondback Energy, Inc. COM 25278X109   1,870,775 11,419 SH   SOLE   6,065 0 5,354
Doximity Inc. CL A 26622P107   558,993 10,470 SH   SOLE   9,100 0 1,370
Duolingo Inc. CL A COM 26603R106   1,283,627 3,959 SH   SOLE   1,511 0 2,448
Encore Capital Group, Inc. COM 292554102   2,154,045 45,092 SH   SOLE   18,861 0 26,231
EOG Resources, Inc. COM 26875P101   2,898,527 23,646 SH   SOLE   11,508 0 12,138
Euronet Worldwide, Inc. COM 298736109   1,389,163 13,508 SH   SOLE   4,684 0 8,824
ExlService Holdings Inc COM 302081104   678,792 15,295 SH   SOLE   13,300 0 1,995
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   280,631 5,766 SH   SOLE   1,767 0 3,999
Fiverr International Ltd ORD SHS M4R82T106   677,277 21,345 SH   SOLE   18,500 0 2,845
Fortinet Inc. COM 34959E109   4,377,258 46,330 SH   SOLE   24,364 0 21,966
Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC 37954Y889   217,636 3,072 SH   SOLE   0 0 3,072
Globant SA COM L44385109   555,991 2,593 SH   SOLE   2,240 0 353
Halozyme Therapeutics Inc. COM 40637H109   3,601,336 75,326 SH   SOLE   39,100 0 36,226
Installed Building Products, Inc. COM 45780R101   876,250 5,000 SH   SOLE   4,300 0 700
Insulet Corp. COM 45784P101   5,282,490 20,234 SH   SOLE   10,353 0 9,881
Iovance Biotherapeutics Inc. COM 462260100   429,829 58,085 SH   SOLE   20,760 0 37,325
iRadimed Corp COM 46266A109   1,644,170 29,894 SH   SOLE   25,700 0 4,194
iShares Barclays 1-3 Yr Treasury ETF (SHY) 1 3 YR TRES BD 464287457   200,791 2,449 SH   SOLE   0 0 2,449
iShares Russell 2000 Growth ETF (IWO) RUS 2000 GRW ETF 464287648   213,239 741 SH   SOLE   0 0 741
JPMorgan Chase & Co. COM 46625H100   3,350,906 13,979 SH   SOLE   5,234 0 8,745
Kinsale Capital Group Inc. COM 49714P108   4,546,646 9,775 SH   SOLE   4,967 0 4,808
Kirby Corp. COM 497266106   3,773,145 35,663 SH   SOLE   16,548 0 19,115
Knife River Corp. COMMON STOCK 498894104   719,611 7,080 SH   SOLE   6,150 0 930
Lantheus Holdings Inc. COM 516544103   3,995,105 44,658 SH   SOLE   24,381 0 20,277
LeMaitre Vascular, Inc. COM 525558201   1,285,169 13,948 SH   SOLE   12,000 0 1,948
M/I Homes Inc. COM 55305B101   2,445,748 18,396 SH   SOLE   9,085 0 9,311
Matador Resources Co. COM 576485205   545,778 9,701 SH   SOLE   8,400 0 1,301
Medpace Holdings Inc COM 58506Q109   250,834 755 SH   SOLE   650 0 105
Meta Platforms Inc. CL A 30303M102   4,387,226 7,493 SH   SOLE   3,993 0 3,500
Microchip Technology COM 595017104   1,116,629 19,470 SH   SOLE   5,998 0 13,472
Micron Technology COM 595112103   911,369 10,829 SH   SOLE   5,651 0 5,178
Microsoft Corp COM 594918104   4,506,678 10,692 SH   SOLE   5,504 0 5,188
Monolithic Power Systems Inc COM 609839105   2,891,046 4,886 SH   SOLE   1,718 0 3,168
Monster Beverage Corp. COM 61174X109   1,820,468 34,636 SH   SOLE   18,393 0 16,243
Motorola Solutions Inc. COM NEW 620076307   3,176,952 6,873 SH   SOLE   4,037 0 2,836
MRC Global Inc. COM 55345K103   510,702 39,961 SH   SOLE   34,700 0 5,261
Napco Security Systems Inc. COM 630402105   1,261,329 35,470 SH   SOLE   30,400 0 5,070
NVIDIA Corp COM 67066G104   10,961,958 81,629 SH   SOLE   43,273 0 38,356
O'Reilly Automotive COM 67103H107   3,530,127 2,977 SH   SOLE   1,639 0 1,338
Ollie's Bargain Outlet Holdings Inc. COM 681116109   3,534,842 32,214 SH   SOLE   17,612 0 14,602
Omnicell Inc. COM 68213N109   550,134 12,357 SH   SOLE   10,700 0 1,657
Onto Innovation Inc. COM 683344105   654,180 3,925 SH   SOLE   3,400 0 525
Paycom Software Inc. COM 70432V102   2,020,799 9,859 SH   SOLE   5,072 0 4,787
Paylocity Holding Corp. COM 70438V106   3,703,559 18,567 SH   SOLE   9,517 0 9,050
PayPal Holdings Inc. COM 70450Y103   2,354,294 27,584 SH   SOLE   14,685 0 12,899
Salesforce, Inc. COM 79466L302   2,408,848 7,205 SH   SOLE   3,819 0 3,386
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201   236,176 10,189 SH   SOLE   0 0 10,189
Schwab US Mid Cap ETF (SCHM) US MID-CAP ETF 808524508   204,343 7,374 SH   SOLE   0 0 7,374
Seagate Technology PLC ORD SHS G7997R103   1,880,522 21,788 SH   SOLE   11,509 0 10,279
ServiceNow Inc. COM 81762P102   2,366,188 2,232 SH   SOLE   1,182 0 1,050
SPDR Portfolio S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854   1,486,025 21,555 SH   SOLE   636 0 20,919
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,857,083 3,169 SH   SOLE   551 0 2,618
SPDR S&P Biotech ETF (XBI) S&P BIOTECH 78464A870   868,719 9,646 SH   SOLE   8,300 0 1,346
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   345,599 607 SH   SOLE   0 0 607
Sportradar Group AG CLASS A ORD SHS H8088L103   757,290 43,673 SH   SOLE   37,800 0 5,873
Sprouts Farmers Market Inc. COM 85208M102   4,319,745 33,995 SH   SOLE   15,010 0 18,985
SPS Commerce Inc. COM 78463M107   553,258 3,007 SH   SOLE   2,600 0 407
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   6,709,920 33,976 SH   SOLE   17,991 0 15,985
Texas Roadhouse, Inc. COM 882681109   3,944,019 21,859 SH   SOLE   10,229 0 11,630
Tractor Supply Co. COM 892356106   504,070 9,500 SH   SOLE   9,500 0 0
Uber Technologies Inc. COM 90353T100   635,049 10,528 SH   SOLE   648 0 9,880
UFP Industries Inc. COM 90278Q108   923,730 8,200 SH   SOLE   3,857 0 4,343
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363   907,484 1,684 SH   SOLE   883 0 801
Veeva Systems Inc. CL A COM 922475108   2,001,160 9,518 SH   SOLE   5,024 0 4,494
Visa Inc. - Class A Shares COM CL A 92826C839   2,538,749 8,033 SH   SOLE   4,281 0 3,752
Warby Parker Inc CL A COM 93403J106   279,044 11,526 SH   SOLE   10,000 0 1,526
Watsco, Inc. COM 942622200   1,449,630 3,059 SH   SOLE   995 0 2,064
Wintrust Financial Corp COM 97650W108   3,578,803 28,697 SH   SOLE   7,771 0 20,926
Zebra Technologies Corp CL A 989207105   5,919,594 15,327 SH   SOLE   8,505 0 6,822