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
Alamo Group Inc. COM 011311107   583,948 2,674 SH   SOLE   2,300 0 374
Alphabet Inc. CAP STK CL A 02079K305   4,762,616 27,025 SH   SOLE   15,897 0 11,128
Amazon.com COM 023135106   5,040,705 22,976 SH   SOLE   14,010 0 8,966
Apple Inc. COM 037833100   3,625,969 17,673 SH   SOLE   9,093 0 8,580
Argan, Inc. COM 04010E109   4,189,120 19,000 SH   SOLE   11,841 0 7,159
Arista Networks, Inc. COM SHS 040413205   3,130,277 30,596 SH   SOLE   16,123 0 14,473
Axos Financial Inc. COM 05465C100   31,204,687 410,372 SH   SOLE   97,796 0 312,576
Booking Holdings Inc. COM 09857L108   2,385,167 412 SH   SOLE   412 0 0
Boot Barn Holdings Inc. COM 099406100   493,696 3,248 SH   SOLE   2,800 0 448
Broadcom Ltd. COM 11135F101   11,647,697 42,255 SH   SOLE   21,173 0 21,082
CACI International Inc. CL A 127190304   562,983 1,181 SH   SOLE   1,025 0 156
Casey's General Stores, Inc. COM 147528103   4,737,857 9,285 SH   SOLE   4,260 0 5,025
Catalyst Pharmaceuticals Inc. COM 14888U101   433,848 19,993 SH   SOLE   17,200 0 2,793
Celsius Holdings Inc. COM NEW 15118V207   2,052,526 44,245 SH   SOLE   17,944 0 26,301
Comfort Systems USA Inc. COM 199908104   2,661,746 4,964 SH   SOLE   2,096 0 2,868
Corcept Therapeutics Inc. COM 218352102   512,038 6,976 SH   SOLE   6,000 0 976
Dexcom Inc. COM 252131107   4,166,963 47,737 SH   SOLE   28,387 0 19,350
Diodes Incorporated COM 254543101   884,903 16,731 SH   SOLE   14,400 0 2,331
Doximity Inc. CL A 26622P107   1,067,193 17,398 SH   SOLE   15,000 0 2,398
Duolingo Inc. CL A COM 26603R106   1,471,562 3,589 SH   SOLE   1,412 0 2,177
Dynatrace Inc. COM NEW 268150109   1,103,096 19,980 SH   SOLE   17,200 0 2,780
elf Beauty Inc COM 26856L103   506,222 4,068 SH   SOLE   3,500 0 568
EOG Resources, Inc. COM 26875P101   3,617,246 30,242 SH   SOLE   16,393 0 13,849
ESCO Technologies Inc. COM 296315104   1,128,963 5,884 SH   SOLE   5,070 0 814
Euronet Worldwide, Inc. COM 298736109   479,832 4,733 SH   SOLE   4,080 0 653
Exelixis Inc. COM 30161Q104   537,627 12,198 SH   SOLE   10,500 0 1,698
ExlService Holdings Inc COM 302081104   1,101,362 25,151 SH   SOLE   21,700 0 3,451
Fiverr International Ltd ORD SHS M4R82T106   625,756 21,335 SH   SOLE   18,500 0 2,835
Fortinet Inc. COM 34959E109   4,375,222 41,385 SH   SOLE   22,260 0 19,125
Genpact Ltd SHS G3922B107   438,076 9,954 SH   SOLE   8,600 0 1,354
Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC 37954Y889   233,110 3,090 SH   SOLE   0 0 3,090
Goldman Sachs Group COM 38141G104   2,756,686 3,895 SH   SOLE   1,819 0 2,076
Graham Corp COM 384556106   682,693 13,789 SH   SOLE   11,900 0 1,889
Grindr Inc. COM 39854F101   991,990 43,700 SH   SOLE   37,600 0 6,100
Halozyme Therapeutics Inc. COM 40637H109   1,980,662 38,075 SH   SOLE   19,954 0 18,121
HealthEquity Inc. COM 42226A107   509,238 4,861 SH   SOLE   4,200 0 661
Ingles Markets Inc. CL A 457030104   456,780 7,207 SH   SOLE   6,200 0 1,007
Insulet Corp. COM 45784P101   7,200,063 22,917 SH   SOLE   12,734 0 10,183
iRadimed Corp COM 46266A109   3,177,420 53,143 SH   SOLE   43,576 0 9,567
iShares Russell 2000 Growth ETF (IWO) RUS 2000 GRW ETF 464287648   212,322 743 SH   SOLE   0 0 743
JPMorgan Chase & Co. COM 46625H100   5,776,457 19,925 SH   SOLE   8,925 0 11,000
Kinsale Capital Group Inc. COM 49714P108   2,288,363 4,729 SH   SOLE   2,317 0 2,412
Knife River Corp. COMMON STOCK 498894104   809,134 9,911 SH   SOLE   8,550 0 1,361
Lantheus Holdings Inc. COM 516544103   1,254,668 15,327 SH   SOLE   5,232 0 10,095
Lattice Semiconductor Corp. COM 518415104   745,138 15,210 SH   SOLE   13,100 0 2,110
LeMaitre Vascular, Inc. COM 525558201   473,302 5,699 SH   SOLE   4,900 0 799
Maplebear Inc. COM 565394103   1,853,664 40,974 SH   SOLE   19,459 0 21,515
Matador Resources Co. COM 576485205   698,573 14,639 SH   SOLE   12,600 0 2,039
Merit Medical Systems Inc COM 589889104   1,393,132 14,903 SH   SOLE   5,209 0 9,694
Meta Platforms Inc. CL A 30303M102   4,782,085 6,479 SH   SOLE   3,537 0 2,942
Microchip Technology COM 595017104   3,988,409 56,678 SH   SOLE   25,214 0 31,464
Micron Technology COM 595112103   3,388,636 27,494 SH   SOLE   20,481 0 7,013
Microsoft Corp COM 594918104   3,998,679 8,039 SH   SOLE   4,282 0 3,757
Monolithic Power Systems Inc COM 609839105   629,718 861 SH   SOLE   740 0 121
Monster Beverage Corp. COM 61174X109   1,590,743 25,395 SH   SOLE   11,104 0 14,291
Morgan Stanley COM NEW 617446448   2,542,241 18,048 SH   SOLE   7,953 0 10,095
Motorola Solutions Inc. COM NEW 620076307   2,751,329 6,544 SH   SOLE   4,039 0 2,505
Netflix Inc. COM 64110l106   4,769,981 3,562 SH   SOLE   1,989 0 1,573
Neurocrine Biosciences Inc. COM 64125C109   233,155 1,855 SH   SOLE   1,600 0 255
Northwestern Energy Group Inc COM NEW 668074305   208,381 4,062 SH   SOLE   3,500 0 562
NVIDIA Corp COM 67066G104   10,166,814 64,351 SH   SOLE   36,471 0 27,880
O'Reilly Automotive COM 67103H107   3,807,812 42,248 SH   SOLE   24,600 0 17,648
OGE Energy Corp COM 670837103   252,478 5,689 SH   SOLE   4,900 0 789
Ollie's Bargain Outlet Holdings Inc. COM 681116109   4,606,897 34,959 SH   SOLE   17,847 0 17,112
Opera Ltd SPONSORED ADS 68373M107   735,947 38,939 SH   SOLE   33,500 0 5,439
Paycom Software Inc. COM 70432V102   3,308,557 14,298 SH   SOLE   7,777 0 6,521
Paylocity Holding Corp. COM 70438V106   3,420,686 18,879 SH   SOLE   10,623 0 8,256
PayPal Holdings Inc. COM 70450Y103   1,358,941 18,285 SH   SOLE   10,396 0 7,889
Preformed Line Products Co. COM 740444104   519,383 3,250 SH   SOLE   2,800 0 450
Progressive Corp./The COM 743315103   2,623,035 9,829 SH   SOLE   5,244 0 4,585
Salesforce, Inc. COM 79466L302   2,937,962 10,774 SH   SOLE   6,494 0 4,280
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201   249,975 10,228 SH   SOLE   0 0 10,228
Schwab US Mid Cap ETF (SCHM) US MID-CAP ETF 808524508   207,287 7,390 SH   SOLE   0 0 7,390
ServiceNow Inc. COM 81762P102   3,853,244 3,748 SH   SOLE   2,054 0 1,694
Shift4 Payments Inc. CL A 82452J109   550,655 5,556 SH   SOLE   4,800 0 756
SPDR Developed World ex-US ETF (SPDW) PORTFOLIO DEVLPD 78463X889   272,200 6,723 SH   SOLE   367 0 6,356
SPDR S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854   1,584,169 21,794 SH   SOLE   640 0 21,154
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,944,097 3,147 SH   SOLE   551 0 2,596
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   345,800 610 SH   SOLE   0 0 610
Sportradar Group AG CLASS A ORD SHS H8088L103   1,772,438 63,121 SH   SOLE   54,300 0 8,821
Sprouts Farmers Market Inc. COM 85208M102   4,023,966 24,441 SH   SOLE   8,621 0 15,820
SPS Commerce Inc. COM 78463M107   409,087 3,006 SH   SOLE   2,600 0 406
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   6,205,373 27,398 SH   SOLE   15,384 0 12,014
Texas Roadhouse, Inc. COM 882681109   3,619,262 19,312 SH   SOLE   9,136 0 10,176
TJX Cos Inc/The COM 872540109   1,610,680 13,043 SH   SOLE   7,120 0 5,923
TXNM Energy Inc. COM 69349H107   503,895 8,947 SH   SOLE   7,700 0 1,247
Uber Technologies Inc. COM 90353T100   4,271,181 45,779 SH   SOLE   24,905 0 20,874
Utilities Select Sector SPDR (XLU) SBI INT-UTILS 81369Y886   3,066,496 37,552 SH   SOLE   17,920 0 19,632
Vanguard FTSE Europe ETF (VGK) FTSE PACIFIC ETF 922042874   1,956,565 25,246 SH   SOLE   14,360 0 10,886
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363   942,503 1,659 SH   SOLE   887 0 772
Vanguard Short-Term Corp. Bond ETF (VCSH) SHRT TRM CORP BD 92206C409   519,771 6,538 SH   SOLE   0 0 6,538
Veeva Systems Inc. CL A COM 922475108   1,204,332 4,182 SH   SOLE   227 0 3,955
Visa Inc. - Class A Shares COM CL A 92826C839   2,693,054 7,585 SH   SOLE   4,283 0 3,302
Warby Parker Inc CL A COM 93403J106   621,935 28,360 SH   SOLE   24,400 0 3,960
Wintrust Financial Corp COM 97650W108   3,265,013 26,335 SH   SOLE   7,785 0 18,550
Workday Inc. CL A 98138H101   1,632,480 6,802 SH   SOLE   3,726 0 3,076
Zebra Technologies Corp CL A 989207105   1,450,834 4,705 SH   SOLE   1,894 0 2,811