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
Abbott Laboratories COM 002824100   1,886,047 17,179 SH   SOLE   17,179 0 0
AbbVie Inc COM 00287Y109   1,978,450 12,242 SH   SOLE   12,242 0 0
Accenture Ltd. Ireland Class COM G1151C101   2,492,117 9,339 SH   SOLE   9,339 0 0
Activision Blizzard Inc. COM 00507V109   12,085,178 157,873 SH   SOLE   157,873 0 0
Adobe Inc COM 00724F101   19,022,358 56,525 SH   SOLE   56,525 0 0
Advanced Micro Devices Inc COM 007903107   711,175 10,980 SH   SOLE   10,980 0 0
AEye Inc COM 008183105   52,257 108,733 SH   SOLE   108,733 0 0
Agco Corp COM 001084102   1,395,204 10,060 SH   SOLE   10,060 0 0
Air Products & Chemicals Inc. COM 009158106   523,425 1,698 SH   SOLE   1,698 0 0
Alaska Air Group COM 011659109   1,308,253 30,467 SH   SOLE   30,467 0 0
Align Technology Inc COM 016255101   254,767 1,208 SH   SOLE   1,208 0 0
Alphabet Inc Class A COM 02079K305   19,295,636 218,697 SH   SOLE   218,697 0 0
Alphabet Inc Class C COM 02079K107   3,958,068 44,608 SH   SOLE   44,608 0 0
Amazon.com Inc. COM 023135106   19,875,319 236,611 SH   SOLE   236,611 0 0
Amer Express Company COM 025816109   3,954,118 26,762 SH   SOLE   26,762 0 0
American Tower REIT COM 03027X100   3,450,330 16,286 SH   SOLE   16,286 0 0
Amgen Incorporated COM 031162100   393,960 1,500 SH   SOLE   1,500 0 0
Apple Inc COM 037833100   34,573,613 266,094 SH   SOLE   266,094 0 0
Applied Materials Inc. COM 038222105   3,409,955 35,017 SH   SOLE   35,017 0 0
Archer Daniels Midland Co. COM 039483102   247,260 2,663 SH   SOLE   2,663 0 0
Archrock Inc COM 03957W106   94,290 10,500 SH   SOLE   10,500 0 0
ASML Hldg NV NY Registry Shs N COM N07059210   7,052,793 12,908 SH   SOLE   12,908 0 0
Astrazeneca PLC Spon. ADR COM 046353108   948,084 13,984 SH   SOLE   13,984 0 0
Atlassian Corp Cl A COM 049468101   718,549 5,584 SH   SOLE   5,584 0 0
Automatic Data Processing COM 053015103   2,962,805 12,404 SH   SOLE   12,404 0 0
Axon Enterprise Inc COM 05464C101   444,361 2,678 SH   SOLE   2,678 0 0
Ball Corp COM 058498106   1,244,083 24,327 SH   SOLE   24,327 0 0
Bank of America Corporation COM 060505104   288,300 8,705 SH   SOLE   8,705 0 0
Bank of America Corporation COM 060505104   132,480 4,000 SH Call SOLE   4,000 0 0
Becton Dickinson COM 075887109   306,686 1,206 SH   SOLE   1,206 0 0
Berkshire Hathaway Inc Class COM 084670702   2,234,583 7,234 SH   SOLE   7,234 0 0
Blackstone Group Inc Cl A COM 09260D107   2,094,374 28,230 SH   SOLE   28,230 0 0
Boeing Company COM 097023105   451,842 2,372 SH   SOLE   2,372 0 0
Boeing Company COM 097023105   38,098 200 SH Call SOLE   200 0 0
Bristol Myers Squibb Company COM 110122108   285,146 3,963 SH   SOLE   3,963 0 0
Broadcom Inc Com COM 11135F101   8,377,092 14,982 SH   SOLE   14,982 0 0
Brookfield Corp COM 11271J107   796,487 25,342 SH   SOLE   25,342 0 0
Brookfield Infrastructure Corp COM 11275Q107   917,600 23,589 SH   SOLE   23,589 0 0
Cadence Design Systems Inc COM 127387108   584,408 3,638 SH   SOLE   3,638 0 0
Canadian National Railway Co. COM 136375102   379,822 3,195 SH   SOLE   3,195 0 0
Cass Information Systems Inc. COM 14808P109   200,403 4,374 SH   SOLE   4,374 0 0
Caterpillar Inc COM 149123101   2,150,479 8,977 SH   SOLE   8,977 0 0
Charles River Laboratories Int COM 159864107   635,832 2,918 SH   SOLE   2,918 0 0
Chemed Corp New COM 16359R103   1,020,860 2,000 SH   SOLE   2,000 0 0
Cheniere Energy Inc New COM 16411R208   5,512,419 36,759 SH   SOLE   36,759 0 0
Chevron Corporation COM 166764100   543,316 3,027 SH   SOLE   3,027 0 0
Chipotle Mexican Grill Inc COM 169656105   9,745,730 7,024 SH   SOLE   7,024 0 0
Chubb Corporation COM H1467J104   1,957,895 8,875 SH   SOLE   8,875 0 0
Cisco Systems Inc COM 17275R102   2,477,616 52,007 SH   SOLE   52,007 0 0
Coca-Cola Company COM 191216100   2,368,181 37,230 SH   SOLE   37,230 0 0
Colgate Palmolive Co. COM 194162103   2,307,573 29,288 SH   SOLE   29,288 0 0
Comcast Corporation Class A COM 20030N101   742,523 21,233 SH   SOLE   21,233 0 0
Commerce Bancshares Inc. COM 200525103   594,335 8,731 SH   SOLE   8,731 0 0
Costco Wholesale Corporation COM 22160K105   17,245,487 37,778 SH   SOLE   37,778 0 0
Crowdstrike Hldgs Inc Cl A COM 22788C105   320,397 3,043 SH   SOLE   3,043 0 0
Cummins Inc. COM 231021106   2,340,279 9,659 SH   SOLE   9,659 0 0
CVS Health COM 126650100   415,481 4,458 SH   SOLE   4,458 0 0
CyberArk Software Ltd COM M2682V108   259,819 2,004 SH   SOLE   2,004 0 0
Daktronics Inc COM 234264109   43,104 15,285 SH   SOLE   15,285 0 0
Danaher Corporation COM 235851102   900,762 3,394 SH   SOLE   3,394 0 0
Deckers Outdoor Corporation COM 243537107   14,303,100 35,833 SH   SOLE   35,833 0 0
Deere & Company COM 244199105   16,917,139 39,456 SH   SOLE   39,456 0 0
DexCom Inc COM 252131107   9,053,764 79,952 SH   SOLE   79,952 0 0
Dick's Sporting Goods Inc. COM 253393102   2,313,622 19,234 SH   SOLE   19,234 0 0
Disney Walt Co. COM 254687106   2,545,932 29,304 SH   SOLE   29,304 0 0
Dollar Gen Corp New COM 256677105   3,289,654 13,359 SH   SOLE   13,359 0 0
Edwards Lifesciences Corporati COM 28176E108   1,090,873 14,621 SH   SOLE   14,621 0 0
Elevance Health Inc COM 036752103   2,881,291 5,617 SH   SOLE   5,617 0 0
Eli Lilly & Co COM 532457108   13,856,601 37,876 SH   SOLE   37,876 0 0
Emerson Electric Company COM 291011104   853,986 8,890 SH   SOLE   8,890 0 0
Enterprise Financial Services COM 293712105   618,075 12,624 SH   SOLE   12,624 0 0
Epam Systems Inc COM 29414B104   3,990,562 12,176 SH   SOLE   12,176 0 0
Etsy Inc COM 29786A106   281,483 2,350 SH   SOLE   2,350 0 0
Evoqua Water Technologies Corp COM 30057T105   1,458,864 36,840 SH   SOLE   36,840 0 0
Exxon Mobil Corporation COM 30231G102   561,317 5,089 SH   SOLE   5,089 0 0
Fedex Corporation COM 31428X106   1,559,136 9,002 SH   SOLE   9,002 0 0
Fiserv Inc COM 337738108   3,121,547 30,885 SH   SOLE   30,885 0 0
Gallagher Arthur J & Company COM 363576109   1,847,644 9,800 SH   SOLE   9,800 0 0
Gartner Inc COM 366651107   19,146,871 56,961 SH   SOLE   56,961 0 0
General Mills Inc. COM 370334104   502,848 5,997 SH   SOLE   5,997 0 0
Gilead Sciences Inc COM 375558103   1,425,625 16,606 SH   SOLE   16,606 0 0
Globant S A COM L44385109   205,323 1,221 SH   SOLE   1,221 0 0
Goldman Sachs Group Inc COM 38141G104   559,722 1,630 SH   SOLE   1,630 0 0
Hess Corporation COM 42809H107   216,644 1,528 SH   SOLE   1,528 0 0
Home Depot Inc COM 437076102   9,703,127 30,720 SH   SOLE   30,720 0 0
Honeywell International Inc. COM 438516106   693,589 3,237 SH   SOLE   3,237 0 0
Idexx Laboratories Corp COM 45168D104   838,766 2,056 SH   SOLE   2,056 0 0
Intuit Inc. COM 461202103   841,425 2,162 SH   SOLE   2,162 0 0
Intuitive Surgical Inc COM 46120E602   23,194,509 87,411 SH   SOLE   87,411 0 0
Johnson & Johnson COM 478160104   1,375,678 7,788 SH   SOLE   7,788 0 0
Johnson Controls International COM G51502105   1,416,192 22,128 SH   SOLE   22,128 0 0
JP Morgan Chase & Co. COM 46625H100   334,445 2,494 SH   SOLE   2,494 0 0
Lab Corporation of America Hol COM 50540R409   1,719,475 7,302 SH   SOLE   7,302 0 0
Lam Research Corp COM 512807108   633,253 1,507 SH   SOLE   1,507 0 0
Linde PLC New COM G54950103   228,326 700 SH   SOLE   700 0 0
Lowe's Companies Inc. COM 548661107   3,660,039 18,370 SH   SOLE   18,370 0 0
Lululemon Athletica Inc. COM 550021109   16,167,656 50,464 SH   SOLE   50,464 0 0
Markel Group Inc COM 570535104   14,833,620 11,259 SH   SOLE   11,259 0 0
Mastercard Inc Class A COM 57636Q104   25,973,765 74,695 SH   SOLE   74,695 0 0
McDonalds Corp. COM 580135101   1,188,520 4,510 SH   SOLE   4,510 0 0
McKesson Corp. COM 58155Q103   14,427,421 38,461 SH   SOLE   38,461 0 0
Merck & Co Inc New COM 58933Y105   499,941 4,506 SH   SOLE   4,506 0 0
Microchip Technology Inc. COM 595017104   557,009 7,929 SH   SOLE   7,929 0 0
Microsoft Corporation COM 594918104   40,595,415 169,275 SH   SOLE   169,275 0 0
Netflix Inc. COM 64110L106   2,072,122 7,027 SH   SOLE   7,027 0 0
Norfolk Southern Corp. COM 655844108   221,778 900 SH   SOLE   900 0 0
Northrop Grumman Corp COM 666807102   436,488 800 SH   SOLE   800 0 0
Nvidia Corporation COM 67066G104   3,576,421 24,473 SH   SOLE   24,473 0 0
O'Reilly Automotive Inc New COM 67103H107   11,575,027 13,714 SH   SOLE   13,714 0 0
ON Semiconductor Corp COM 682189105   12,686,370 203,405 SH   SOLE   203,405 0 0
ONEOK Inc COM 682680103   802,394 12,213 SH   SOLE   12,213 0 0
Oracle Corporation COM 68389X105   313,770 3,839 SH   SOLE   3,839 0 0
Parker-Hannifin Corp COM 701094104   328,830 1,130 SH   SOLE   1,130 0 0
PayPal Hldgs Inc COM 70450Y103   2,671,462 37,510 SH   SOLE   37,510 0 0
PepsiCo Inc. COM 713448108   4,024,567 22,277 SH   SOLE   22,277 0 0
Pfizer Inc COM 717081103   560,361 10,936 SH   SOLE   10,936 0 0
Pfizer Inc COM 717081103   51,240 1,000 SH Put SOLE   1,000 0 0
Philip Morris International In COM 718172109   410,687 4,058 SH   SOLE   4,058 0 0
PNC Financial Services Group COM 693475105   2,208,676 13,984 SH   SOLE   13,984 0 0
Procter & Gamble Co. COM 742718109   3,919,331 25,860 SH   SOLE   25,860 0 0
Qualcomm Inc COM 747525103   2,377,384 21,624 SH   SOLE   21,624 0 0
Quanta Services COM 74762E102   19,603,976 137,572 SH   SOLE   137,572 0 0
Quest Diagnostics Inc. COM 74834L100   1,309,985 8,374 SH   SOLE   8,374 0 0
Regeneron Pharmaceuticals COM 75886F107   4,634,852 6,424 SH   SOLE   6,424 0 0
Regions Financial Corporation COM 7591EP100   2,243,792 104,072 SH   SOLE   104,072 0 0
RH COM 74967X103   400,785 1,500 SH   SOLE   1,500 0 0
S&P Global Inc COM 78409V104   5,509,205 16,448 SH   SOLE   16,448 0 0
Salesforce Inc COM 79466L302   2,995,473 22,592 SH   SOLE   22,592 0 0
SBA Communications Corp New Cl COM 78410G104   2,358,692 8,415 SH   SOLE   8,415 0 0
ServiceNow Inc COM 81762P102   5,019,555 12,928 SH   SOLE   12,928 0 0
Sherwin-Williams Co COM 824348106   1,354,736 5,708 SH   SOLE   5,708 0 0
Simmons First Natl Corp Cl A COM 828730200   2,535,223 117,480 SH   SOLE   117,480 0 0
SolarEdge Technologies Inc COM 83417M104   646,422 2,282 SH   SOLE   2,282 0 0
Starbucks Corporation COM 855244109   2,279,287 22,977 SH   SOLE   22,977 0 0
Steris PLC COM G8473T100   745,778 4,038 SH   SOLE   4,038 0 0
Synchrony Finl Corp COM 87165B103   1,771,253 53,903 SH   SOLE   53,903 0 0
T-Mobile US Inc COM 872590104   3,083,080 22,022 SH   SOLE   22,022 0 0
Take Two Interactive Software COM 874054109   255,118 2,450 SH   SOLE   2,450 0 0
Target Corporation COM 87612E106   4,572,723 30,681 SH   SOLE   30,681 0 0
TC Energy Corp COM 87807B107   498,761 12,518 SH   SOLE   12,518 0 0
Tesla Motors Inc COM 88160R101   3,686,901 29,931 SH   SOLE   29,931 0 0
Texas Instruments Inc COM 882508104   1,656,764 10,028 SH   SOLE   10,028 0 0
The Trade Desk Inc Class A COM 88339J105   13,222,967 294,958 SH   SOLE   294,958 0 0
Thermo Fisher Scientific Inc COM 883556102   19,207,882 34,880 SH   SOLE   34,880 0 0
TJX Companies Inc. COM 872540109   204,890 2,574 SH   SOLE   2,574 0 0
Tractor Supply Co. COM 892356106   10,940,608 48,631 SH   SOLE   48,631 0 0
Triton Intl Ltd Shs A COM G9078F107   214,937 3,125 SH   SOLE   3,125 0 0
U. S. Bancorp COM 902973304   565,633 12,970 SH   SOLE   12,970 0 0
Union Pacific Corporation COM 907818108   4,156,726 20,074 SH   SOLE   20,074 0 0
United Parcel Service Inc COM 911312106   1,095,500 6,302 SH   SOLE   6,302 0 0
United Rentals Inc COM 911363109   2,856,155 8,036 SH   SOLE   8,036 0 0
UnitedHealth Group Inc. COM 91324P102   13,320,938 25,125 SH   SOLE   25,125 0 0
Vertex Pharmaceuticals Inc COM 92532F100   12,721,048 44,051 SH   SOLE   44,051 0 0
Visa Inc. Class A COM 92826C839   295,227 1,421 SH   SOLE   1,421 0 0
Vulcan Materials Co Hldg Co COM 929160109   4,658,032 26,601 SH   SOLE   26,601 0 0
W P Carey Inc COM 92936U109   1,642,930 21,023 SH   SOLE   21,023 0 0
Wal-Mart Stores Inc. COM 931142103   525,111 3,703 SH   SOLE   3,703 0 0
Waste Mgmt. Inc. Com COM 94106L109   6,808,562 43,400 SH   SOLE   43,400 0 0
Western Digital Corporation S CONV 958102AP0   248,602 261,000 PRN   SOLE   261,000 0 0
Health Care Select SPDR ETF 81369Y209   354,025 2,606 SH   SOLE   2,606 0 0
IShares DJ Select Dividend Ind ETF 464287168   1,707,575 14,159 SH   SOLE   14,159 0 0
IShares MSCI EAFE Index Fund ETF 464287465   371,851 5,665 SH   SOLE   5,665 0 0
Ishares Russell 1000 Growth In ETF 464287614   482,683 2,253 SH   SOLE   2,253 0 0
IShares S&P 500 Growth Index ETF 464287309   233,941 3,999 SH   SOLE   3,999 0 0
S&P 500 Depositary Receipt ETF 78462F103   327,360 856 SH   SOLE   856 0 0
Vanguard Emerging Markets ETF ETF 922042858   320,610 8,225 SH   SOLE   8,225 0 0
Vanguard Idx Fds Small Cap Val ETF 922908611   481,799 3,034 SH   SOLE   3,034 0 0
Vanguard Idx Fds Vanguard Smal ETF 922908751   921,004 5,018 SH   SOLE   5,018 0 0
Vanguard Splzd Port Div Appre ETF 921908844   866,760 5,708 SH   SOLE   5,708 0 0
Vanguard Tax Mgd Intl Fd FTSE ETF 921943858   959,854 22,870 SH   SOLE   22,870 0 0