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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 272 100 SH   SOLE   100 0 0
ACI Worldwide, Inc. COM 004498101 1,417 58,692 SH   SOLE   58,692 0 0
AMETEK, Inc. COM 031100100 39,379 546,780 SH   SOLE   542,030 0 4,750
ASGN Incorporated COM 00191u102 1,152 32,615 SH   SOLE   32,615 0 0
AT&T Inc. COM 00206r102 9,471 324,896 SH   SOLE   324,896 0 0
AbbVie Inc. COM 00287y109 50,770 666,361 SH   SOLE   662,011 0 4,350
Abbott Laboratories COM 002824100 481 6,100 SH   SOLE   6,100 0 0
Addus Homecare Corp COM 006739106 1,164 17,217 SH   SOLE   17,217 0 0
Adobe Inc. COM 00724f101 1,136 3,570 SH   SOLE   3,570 0 0
Agilent Technologies, Inc. COM 00846u101 1,090 15,213 SH   SOLE   15,213 0 0
Air Products and Chemicals, In COM 009158106 12,628 63,265 SH   SOLE   63,265 0 0
Alarm.com Holdings, Inc. COM 011642105 825 21,205 SH   SOLE   21,205 0 0
Align Technology Inc COM 016255101 331 1,900 SH   SOLE   1,900 0 0
Allied Motion Technologies, In COM 019330109 671 28,330 SH   SOLE   28,330 0 0
Ally Financial Inc. COM 02005n100 460 31,904 SH   SOLE   31,904 0 0
Alphabet Inc. Class A COM 02079k305 93,730 80,666 SH   SOLE   80,038 0 628
Alphabet Inc. Class C COM 02079k107 38,231 32,878 SH   SOLE   32,530 0 348
Amazon.com Inc. COM 023135106 834 428 SH   SOLE   428 0 0
Amedisys, Inc. COM 023436108 2,358 12,850 SH   SOLE   12,850 0 0
America's Car-Mart Inc COM 03062t105 938 16,638 SH   SOLE   16,638 0 0
Amgen Inc. COM 031162100 661 3,261 SH   SOLE   3,261 0 0
Apple Inc. COM 037833100 83,447 328,156 SH   SOLE   325,456 0 2,700
Applied Industrial Technologie COM 03820c105 636 13,915 SH   SOLE   13,915 0 0
Applied Materials, Inc. COM 038222105 29,608 646,181 SH   SOLE   640,431 0 5,750
Atkore International Group Inc COM 047649108 2,021 95,905 SH   SOLE   95,905 0 0
Automatic Data Processing COM 053015103 708 5,180 SH   SOLE   5,180 0 0
Axalta Coating Systems Ltd. COM g0750c108 705 40,814 SH   SOLE   40,814 0 0
B. Riley Financial, Inc. COM 05580m108 1,670 90,644 SH   SOLE   90,644 0 0
BMC Stock Holdings, Inc. COM 05591b109 768 43,311 SH   SOLE   43,311 0 0
Berkshire Hathaway Cl B COM 084670702 624 3,412 SH   SOLE   3,412 0 0
BioTelementry, Inc. COM 090672106 1,053 27,355 SH   SOLE   27,355 0 0
Biogen Inc. COM 09062x103 34,990 110,594 SH   SOLE   109,624 0 970
Booz Allen Hamilton Holding Co COM 099502106 1,245 18,135 SH   SOLE   18,135 0 0
Boston Scientific Corporation COM 101137107 37,041 1,135,185 SH   SOLE   1,125,435 0 9,750
Bright Horizons Family Solutio COM 109194100 823 8,068 SH   SOLE   8,068 0 0
Bristol-Myers Squibb Company COM 110122108 18,311 328,516 SH   SOLE   328,516 0 0
Bruker Corporation COM 116794108 961 26,786 SH   SOLE   26,786 0 0
CDW Corporation COM 12514g108 1,716 18,403 SH   SOLE   18,403 0 0
Canadian Pac Ltd New COM 13645t100 351 1,600 SH   SOLE   1,600 0 0
CareTrust REIT, Inc. COM 14174t107 1,057 71,435 SH   SOLE   71,435 0 0
Carlisle Companies, Inc. COM 142339100 29,462 235,168 SH   SOLE   233,018 0 2,150
Centene Corporation COM 15135b101 52,740 887,733 SH   SOLE   879,983 0 7,750
Change Healthcare, Inc. COM 15912k100 1,215 121,580 SH   SOLE   121,580 0 0
Chevron Corporation COM 166764100 12,184 168,146 SH   SOLE   168,146 0 0
Ciena Corporation COM 171779309 1,536 38,576 SH   SOLE   38,576 0 0
Cigna Holding Co COM 125523100 891 5,026 SH   SOLE   5,026 0 0
Cintas Corporation COM 172908105 1,435 8,286 SH   SOLE   8,286 0 0
Cisco Systems, Inc. COM 17275R102 1,171 29,790 SH   SOLE   29,790 0 0
Clarus Corporation COM 18270p109 1,431 146,020 SH   SOLE   146,020 0 0
Coca-Cola COM 191216100 339 7,667 SH   SOLE   7,667 0 0
Colfax Corportaion COM 194014106 1,385 69,935 SH   SOLE   69,935 0 0
Colliers International Group I COM 194693107 1,286 26,793 SH   SOLE   26,793 0 0
Comcast Corporation COM 20030N101 50,388 1,465,613 SH   SOLE   1,457,163 0 8,450
Comfort Systems USA, Inc. COM 199908104 654 17,900 SH   SOLE   17,900 0 0
ConocoPhillips COM 20825c104 32,383 1,051,406 SH   SOLE   1,045,206 0 6,200
Consolidated-Tomoka Land Co. COM 210226106 1,324 29,207 SH   SOLE   29,207 0 0
Copart, Inc. COM 217204106 1,470 21,450 SH   SOLE   21,450 0 0
Costco Wholesale Corporation COM 22160k105 905 3,176 SH   SOLE   3,176 0 0
Cousins Properties Incorporate COM 222795502 1,398 47,755 SH   SOLE   47,755 0 0
Crown Castle International Cor COM 22822v101 74,682 517,185 SH   SOLE   513,535 0 3,650
D.R Horton, Inc. COM 23331a109 47,833 1,406,849 SH   SOLE   1,394,399 0 12,450
Danaher Corporation COM 235851102 75,639 546,483 SH   SOLE   541,790 0 4,693
Darden Restaurants, Inc. COM 237194105 540 9,916 SH   SOLE   9,916 0 0
Diodes Incorporated COM 254543101 1,599 39,339 SH   SOLE   39,339 0 0
Discover Financial Services COM 254709108 5,643 158,189 SH   SOLE   158,189 0 0
Eastman Chemical Company COM 277432100 7,151 153,512 SH   SOLE   153,512 0 0
Eaton Corporation plc COM g29183103 18,408 236,946 SH   SOLE   236,946 0 0
Ecolab Inc. COM 278865100 312 2,000 SH   SOLE   2,000 0 0
Edwards Lifesciences COM 28176e108 1,019 5,400 SH   SOLE   5,400 0 0
Emerson Electric Co. COM 291011104 12,809 268,818 SH   SOLE   268,818 0 0
Envestnet, Inc. COM 29404k106 1,392 25,879 SH   SOLE   25,879 0 0
Estee Lauder COM 518439104 319 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 623 7,266 SH   SOLE   7,266 0 0
Exponent, Inc. COM 30214U102 788 10,955 SH   SOLE   10,955 0 0
FMC Corporation COM 302491303 964 11,799 SH   SOLE   11,799 0 0
Facebook, Inc. COM 30303m102 46,040 276,018 SH   SOLE   273,548 0 2,470
Factset Research Systems, Inc. COM 303075105 573 2,200 SH   SOLE   2,200 0 0
Fidelity National Financial, I COM 31620r303 13,465 541,197 SH   SOLE   541,197 0 0
Fidelity National Information COM 31620M106 1,490 12,246 SH   SOLE   12,246 0 0
FirstService Corporation COM 33767e202 1,564 20,285 SH   SOLE   20,285 0 0
Fiserv, Inc. COM 337738108 82,087 864,168 SH   SOLE   856,518 0 7,650
Fortinet, Inc. COM 34959e109 3,511 34,701 SH   SOLE   34,701 0 0
General Mills, Inc. COM 370334104 21,258 402,850 SH   SOLE   402,850 0 0
Gibraltar Industries, Inc. COM 374689107 1,985 46,250 SH   SOLE   46,250 0 0
Gilead Sciences, Inc. COM 375558103 13,576 181,595 SH   SOLE   181,595 0 0
Globus Medical, Inc. COM 379577208 2,355 55,380 SH   SOLE   55,380 0 0
HCA Healthcare, Inc. COM 40412c101 725 8,073 SH   SOLE   8,073 0 0
Helen of Troy Limited COM G4388N106 2,304 15,997 SH   SOLE   15,997 0 0
Hill-Rom Holdings, Inc. COM 431475102 1,076 10,695 SH   SOLE   10,695 0 0
Home Depot COM 437076102 1,233 6,604 SH   SOLE   6,604 0 0
Honeywell International Inc. COM 438516106 937 7,000 SH   SOLE   7,000 0 0
Houlihan Lokey, Inc. COM 441593100 1,540 29,555 SH   SOLE   29,555 0 0
Hubspot, Inc. COM 443573100 313 2,350 SH   SOLE   2,350 0 0
Huntsman Corporation COM 447011107 1,095 75,900 SH   SOLE   75,900 0 0
Incyte Corporation COM 45337c102 20,611 281,461 SH   SOLE   278,861 0 2,600
Intel Corporation COM 458140100 10,967 202,637 SH   SOLE   202,637 0 0
Intercontinental Exchange COM 45866F104 808 10,000 SH   SOLE   10,000 0 0
Ishares S&P 500 Value ETF COM 464287408 542 5,635 SH   SOLE   5,635 0 0
JPMorgan Chase & Co. COM 46625H100 84,258 935,891 SH   SOLE   930,591 0 5,300
John B. Sanfilippo & Son, Inc. COM 800422107 845 9,455 SH   SOLE   9,455 0 0
John Bean Technologies Corpora COM 477839104 1,045 14,069 SH   SOLE   14,069 0 0
Johnson & Johnson COM 478160104 924 7,043 SH   SOLE   7,043 0 0
Johnson Outdoors Inc. COM 479167108 1,486 23,705 SH   SOLE   23,705 0 0
KBR, Inc. COM 48242w106 1,407 68,029 SH   SOLE   68,029 0 0
Kansas City Southern Ind COM 485170302 37,911 298,093 SH   SOLE   295,493 0 2,600
Kimberly-Clark Corp. COM 494368103 623 4,875 SH   SOLE   4,875 0 0
LCI Industries COM 50189k103 1,187 17,765 SH   SOLE   17,765 0 0
LPL Financial Holdings Inc. COM 50212v100 845 15,526 SH   SOLE   15,526 0 0
Las Vegas Sands Corp. COM 517834107 12,734 299,837 SH   SOLE   299,837 0 0
Life Storage, Inc. COM 53223x107 20,179 213,423 SH   SOLE   213,423 0 0
Lockheed Martin Corporation COM 539830109 303 895 SH   SOLE   895 0 0
Lumentum Holdings Inc. COM 55024u109 2,447 33,205 SH   SOLE   33,205 0 0
Marten Transport, Ltd. COM 573075108 1,463 71,275 SH   SOLE   71,275 0 0
Marvell Technology Group Ltd. COM g5876h105 65,694 2,902,974 SH   SOLE   2,883,974 0 19,000
Masco Corporation COM 574599106 973 28,138 SH   SOLE   28,138 0 0
Mastercard Incorporated COM 57636q104 86,722 359,008 SH   SOLE   355,908 0 3,100
Medpace Holdings, Inc. COM 58506q109 1,017 13,857 SH   SOLE   13,857 0 0
Merck & Co, Inc. COM 58933y105 689 8,960 SH   SOLE   8,960 0 0
Methode Electronics, Inc. COM 591520200 1,405 53,166 SH   SOLE   53,166 0 0
Microsoft Corporation COM 594918104 32,147 203,836 SH   SOLE   203,836 0 0
Morgan Stanley COM 617446448 9,948 292,597 SH   SOLE   292,597 0 0
Murphy USA Inc. COM 626755102 1,560 18,495 SH   SOLE   18,495 0 0
NVIDIA Corporation COM 67066g104 2,719 10,314 SH   SOLE   10,314 0 0
NVR, Inc. COM 62944t105 1,290 502 SH   SOLE   502 0 0
NextEra Energy Inc COM 65339f101 1,358 5,645 SH   SOLE   5,645 0 0
Nike Inc, Cl. B COM 654106103 1,017 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 947 56,432 SH   SOLE   56,432 0 0
ON Semiconductor Corporation COM 682189105 758 60,905 SH   SOLE   60,905 0 0
Omnicell, Inc. COM 68213n109 1,585 24,163 SH   SOLE   24,163 0 0
OneMain Holdings, Inc. COM 68268w103 2,067 108,124 SH   SOLE   108,124 0 0
Oracle Corporation COM 68389X105 10,075 208,459 SH   SOLE   208,459 0 0
PRA Group, Inc. COM 69354n106 1,620 58,435 SH   SOLE   58,435 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 739 39,235 SH   SOLE   39,235 0 0
PepsiCo, Inc. COM 713448108 22,620 188,344 SH   SOLE   188,344 0 0
PetIQ, Inc. COM 71639t106 1,731 74,510 SH   SOLE   74,510 0 0
Post Holdings, Inc. COM 737446104 75,229 906,698 SH   SOLE   898,868 0 7,830
Principal Financial Group, Inc COM 74251v102 11,410 364,077 SH   SOLE   364,077 0 0
Qualys, Inc. COM 74758t303 1,599 18,378 SH   SOLE   18,378 0 0
RLI Corp COM 749607107 1,482 16,852 SH   SOLE   16,852 0 0
Radian Group Inc. COM 750236101 675 52,144 SH   SOLE   52,144 0 0
Raytheon Technologies Corp. COM 75513e101 628 6,660 SH   SOLE   6,660 0 0
Regions Financial Corp. New COM 7591ep100 8,954 998,202 SH   SOLE   998,202 0 0
Robert Half International Inc. COM 770323103 23,876 632,474 SH   SOLE   626,724 0 5,750
S&P Dep Rcpts/SPDRS Trust COM 78462F103 4,942 19,174 SH   SOLE   19,174 0 0
Schwab U.S. Large-cap Value ET COM 808524409 340 7,685 SH   SOLE   7,685 0 0
Schwab US Large-Cap ETF COM 808524201 4,642 75,790 SH   SOLE   75,790 0 0
Schwab Us Large-Cap Growth Etf COM 808524300 368 4,614 SH   SOLE   4,614 0 0
Select Medical Holdings Corpor COM 81619q105 700 46,675 SH   SOLE   46,675 0 0
ServiceMaster Global Holdings, COM 81761r109 544 20,137 SH   SOLE   20,137 0 0
ServiceNow, Inc COM 81762P102 917 3,200 SH   SOLE   3,200 0 0
Simpson Manufacturing Co., Inc COM 829073105 879 14,181 SH   SOLE   14,181 0 0
Skyline Champion Corporation COM 830830105 740 47,178 SH   SOLE   47,178 0 0
Skyworks Solutions, Inc. COM 83088m102 32,613 364,880 SH   SOLE   362,330 0 2,550
Starbucks Corp COM 855244109 45,243 688,218 SH   SOLE   683,218 0 5,000
Sterling Bancorp COM 85917a100 736 70,404 SH   SOLE   70,404 0 0
Sterling Construction Company, COM 859241101 794 83,552 SH   SOLE   83,552 0 0
Summit Financial Group, Inc. COM 86606g101 1,136 53,541 SH   SOLE   53,541 0 0
Target Corporation COM 87612e106 98,589 1,060,440 SH   SOLE   1,053,590 0 6,850
Teladoc Health, Inc. COM 87918A105 543 3,500 SH   SOLE   3,500 0 0
Tempur Sealy International Inc COM 88023u101 607 13,877 SH   SOLE   13,877 0 0
Texas Instruments Inc. COM 882508104 1,262 12,632 SH   SOLE   12,632 0 0
The Procter & Gamble Company COM 742718109 12,540 113,996 SH   SOLE   113,996 0 0
The Walt Disney Company COM 254687106 24,601 254,666 SH   SOLE   252,456 0 2,210
Thermo Fisher Scientific, Inc. COM 883556102 917 3,232 SH   SOLE   3,232 0 0
TopBuild Corp. COM 89055f103 719 10,030 SH   SOLE   10,030 0 0
Trane Technologies plc COM g8994e103 695 8,415 SH   SOLE   8,415 0 0
Travelers Companies, Inc. COM 89417e109 304 3,056 SH   SOLE   3,056 0 0
Trimble Inc. COM 896239100 27,206 854,717 SH   SOLE   847,117 0 7,600
Truist Financial Corp COM 89832q109 59,051 1,914,756 SH   SOLE   1,901,101 0 13,655
Twilio Inc. COM 90138F102 251 2,800 SH   SOLE   2,800 0 0
U.S. Bancorp COM 902973304 268 7,785 SH   SOLE   7,785 0 0
UFP Technologies, Inc. COM 902673102 2,455 64,443 SH   SOLE   64,443 0 0
United Parcel Service, Inc. COM 911312106 11,622 124,411 SH   SOLE   124,411 0 0
United Rentals, Inc. COM 911363109 30,214 293,627 SH   SOLE   291,057 0 2,570
Universal Forest Products, Inc COM 913543104 1,906 51,251 SH   SOLE   51,251 0 0
Upland Software, Inc. COM 91544a109 1,914 71,365 SH   SOLE   71,365 0 0
V.F. Corporation COM 918204108 31,011 573,432 SH   SOLE   569,682 0 3,750
Vanguard High DVD Yield ETF COM 921946406 1,346 19,022 SH   SOLE   19,022 0 0
Veeva Systems Inc. COM 922475108 494 3,160 SH   SOLE   3,160 0 0
Veritex Holdings, Inc. COM 923451108 596 42,640 SH   SOLE   42,640 0 0
Verizon Communications Inc. COM 92343v104 9,661 179,814 SH   SOLE   179,814 0 0
Vertex Pharmaceutical COM 92532f100 297 1,250 SH   SOLE   1,250 0 0
Victory Capital Holdings, Inc. COM 92645b103 790 48,275 SH   SOLE   48,275 0 0
Visa Inc Class A COM 92826c839 769 4,770 SH   SOLE   4,770 0 0
Walker & Dunlop, Inc. COM 93148p102 1,497 37,180 SH   SOLE   37,180 0 0
Walmart, Inc. COM 931142103 1,238 10,900 SH   SOLE   10,900 0 0
Willdan Group, Inc. COM 96924n100 1,221 57,133 SH   SOLE   57,133 0 0
Williams-Sonoma, Inc. COM 969904101 8,993 211,494 SH   SOLE   211,494 0 0
World Fuel Services Corporatio COM 981475106 1,280 50,819 SH   SOLE   50,819 0 0
Yum! Brands COM 988498101 308 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 1,304 7,100 SH   SOLE   7,100 0 0
Zions Bancorporation, National COM 989701107 566 21,145 SH   SOLE   21,145 0 0
ePlus, Inc. COM 294268107 1,684 26,885 SH   SOLE   26,885 0 0
iShares Core S&P 500 ETF COM 464287200 1,133 4,384 SH   SOLE   4,384 0 0