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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 411 100 SH   SOLE   100 0 0
ACI Worldwide, Inc. COM 004498101 319 10,385 SH   SOLE   10,385 0 0
AMETEK, Inc. COM 031100100 55,657 448,812 SH   SOLE   445,912 0 2,900
ASGN Incorporated COM 00191u102 835 7,376 SH   SOLE   7,376 0 0
AbbVie Inc. COM 00287y109 60,728 562,970 SH   SOLE   560,320 0 2,650
Abbott Laboratories COM 002824100 721 6,100 SH   SOLE   6,100 0 0
Addus Homecare Corp COM 006739106 510 6,390 SH   SOLE   6,390 0 0
Adobe Inc. COM 00724f101 443 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc COM 00790r104 2,537 23,458 SH   SOLE   23,458 0 0
Agilent Technologies, Inc. COM 00846u101 3,936 24,987 SH   SOLE   24,987 0 0
Air Products and Chemicals, In COM 009158106 14,799 57,785 SH   SOLE   57,785 0 0
Alarm.com Holdings, Inc. COM 011642105 341 4,355 SH   SOLE   4,355 0 0
Align Technology Inc COM 016255101 1,264 1,900 SH   SOLE   1,900 0 0
Ally Financial Inc. COM 02005n100 3,205 62,777 SH   SOLE   62,777 0 0
Alphabet Inc. Class A COM 02079k305 158,660 59,345 SH   SOLE   59,045 0 300
Alphabet Inc. Class C COM 02079k107 20,944 7,858 SH   SOLE   7,712 0 146
Amazon.com, Inc. COM 023135106 67,544 20,561 SH   SOLE   20,425 0 136
Amedisys, Inc. COM 023436108 1,538 10,317 SH   SOLE   10,317 0 0
America's Car-Mart Inc COM 03062t105 650 5,570 SH   SOLE   5,570 0 0
American Finacial Group, Inc. COM 025932104 2,480 19,707 SH   SOLE   19,707 0 0
Ameriprise Financial, Inc. COM 03076c106 51,493 194,959 SH   SOLE   194,049 0 910
Amgen Inc. COM 031162100 581 2,730 SH   SOLE   2,730 0 0
Analog Devices, Inc. COM 032654105 443 2,648 SH   SOLE   2,648 0 0
Apple Inc. COM 037833100 146,187 1,033,122 SH   SOLE   1,026,522 0 6,600
Applied Materials, Inc. COM 038222105 67,515 524,471 SH   SOLE   520,971 0 3,500
Asbury Automotive COM 043436104 680 3,455 SH   SOLE   3,455 0 0
Aspen Technology, Inc. COM 045327103 1,830 14,906 SH   SOLE   14,906 0 0
Atkore Inc. COM 047649108 3,385 38,943 SH   SOLE   38,943 0 0
Automatic Data Processing, Inc COM 053015103 24,082 120,457 SH   SOLE   120,457 0 0
Bath & Body Works Inc. COM 070830104 2,624 41,624 SH   SOLE   41,624 0 0
Berkshire Hathaway Inc. Class COM 084670702 42,699 156,441 SH   SOLE   155,411 0 1,030
BlackRock, Inc. COM 09247x101 18,370 21,903 SH   SOLE   21,903 0 0
Booz Allen Hamilton Holding Co COM 099502106 2,423 30,539 SH   SOLE   30,539 0 0
Bright Horizons Family Solutio COM 109194100 1,879 13,477 SH   SOLE   13,477 0 0
Bristol-Myers Squibb Company COM 110122108 17,824 301,237 SH   SOLE   301,237 0 0
Builders FirstSource, Inc. COM 12008r107 4,920 95,090 SH   SOLE   95,090 0 0
CDW Corporation COM 12514g108 5,579 30,650 SH   SOLE   30,650 0 0
Carrier Global Corporation COM 14448c104 367 7,098 SH   SOLE   7,098 0 0
Centene Corporation COM 15135b101 43,706 701,432 SH   SOLE   696,682 0 4,750
Charles River Laboratories Int COM 159864107 4,404 10,672 SH   SOLE   10,672 0 0
Chevron Corporation COM 166764100 16,010 157,810 SH   SOLE   157,810 0 0
Ciena Corporation COM 171779309 3,301 64,278 SH   SOLE   64,278 0 0
Cintas Corporation COM 172908105 5,267 13,836 SH   SOLE   13,836 0 0
Cisco Systems, Inc. COM 17275R102 1,171 21,510 SH   SOLE   21,510 0 0
Coca-Cola COM 191216100 462 8,810 SH   SOLE   8,810 0 0
Colfax Corportaion COM 194014106 547 11,910 SH   SOLE   11,910 0 0
Colliers International Group I COM 194693107 625 4,895 SH   SOLE   4,895 0 0
Comcast Corporation COM 20030N101 69,941 1,250,509 SH   SOLE   1,245,359 0 5,150
Commerce Bancshares Inc. COM 200525103 284 4,076 SH   SOLE   4,076 0 0
Copart, Inc. COM 217204106 2,935 21,159 SH   SOLE   21,159 0 0
Costco Wholesale Corporation COM 22160k105 1,303 2,900 SH   SOLE   2,900 0 0
Crown Castle International Cor COM 22822v101 73,579 424,525 SH   SOLE   422,295 0 2,230
D.R Horton, Inc. COM 23331a109 94,824 1,129,264 SH   SOLE   1,121,664 0 7,600
Danaher Corporation COM 235851102 129,314 424,761 SH   SOLE   421,911 0 2,850
Darden Restaurants, Inc. COM 237194105 2,547 16,815 SH   SOLE   16,815 0 0
Discover Financial Services COM 254709108 20,553 167,299 SH   SOLE   167,299 0 0
Eastman Chemical Company COM 277432100 14,556 144,490 SH   SOLE   144,490 0 0
Eaton Corporation plc COM g29183103 32,699 219,003 SH   SOLE   219,003 0 0
Ecolab Inc. COM 278865100 417 2,000 SH   SOLE   2,000 0 0
Edwards Lifesciences COM 28176e108 1,834 16,200 SH   SOLE   16,200 0 0
Emerson Electric Co. COM 291011104 23,730 251,916 SH   SOLE   251,916 0 0
Entegris, Inc. COM 29362u104 3,623 28,779 SH   SOLE   28,779 0 0
Envestnet, Inc. COM 29404k106 770 9,596 SH   SOLE   9,596 0 0
Estee Lauder COM 518439104 600 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 1,503 11,806 SH   SOLE   11,806 0 0
Exponent, Inc. COM 30214U102 343 3,035 SH   SOLE   3,035 0 0
Facebook, Inc. COM 30303m102 75,212 221,610 SH   SOLE   220,100 0 1,510
Factset Research Systems, Inc. COM 303075105 869 2,200 SH   SOLE   2,200 0 0
Fidelity National Financial, I COM 31620r303 24,738 545,606 SH   SOLE   545,606 0 0
FirstService Corporation COM 33767e202 747 4,140 SH   SOLE   4,140 0 0
Fortinet, Inc. COM 34959e109 5,067 17,349 SH   SOLE   17,349 0 0
General Mills, Inc. COM 370334104 13,869 231,850 SH   SOLE   231,850 0 0
Gilead Sciences, Inc. COM 375558103 11,757 168,325 SH   SOLE   168,325 0 0
Glacier Bancorp, Inc. COM 37637q105 371 6,705 SH   SOLE   6,705 0 0
Globus Medical, Inc. COM 379577208 580 7,568 SH   SOLE   7,568 0 0
GoDaddy, Inc. COM 380237107 829 11,887 SH   SOLE   11,887 0 0
Green Brick Partners Inc. COM 392709101 344 16,740 SH   SOLE   16,740 0 0
HCA Healthcare, Inc. COM 40412c101 3,356 13,827 SH   SOLE   13,827 0 0
Halozyme Therapeutics, Inc. COM 40637h109 254 6,235 SH   SOLE   6,235 0 0
Helen of Troy Limited COM G4388N106 4,312 19,191 SH   SOLE   19,191 0 0
Home Depot COM 437076102 1,924 5,861 SH   SOLE   5,861 0 0
Honeywell International Inc. COM 438516106 1,541 7,260 SH   SOLE   7,260 0 0
Houlihan Lokey, Inc. COM 441593100 3,812 41,393 SH   SOLE   41,393 0 0
Hubspot, Inc. COM 443573100 1,281 1,895 SH   SOLE   1,895 0 0
Huntsman Corporation COM 447011107 2,710 91,587 SH   SOLE   91,587 0 0
IAA Inc. COM 449253103 646 11,840 SH   SOLE   11,840 0 0
IShares Russell Mid-cap ETF COM 464287499 345 4,405 SH   SOLE   4,405 0 0
InfuSystems Holdings Inc. COM 45685k102 341 26,180 SH   SOLE   26,180 0 0
Installed Building Products, I COM 45780r101 366 3,416 SH   SOLE   3,416 0 0
Intellicheck, Inc. COM 45817g201 333 40,655 SH   SOLE   40,655 0 0
Intercontinental Exchange COM 45866F104 746 6,500 SH   SOLE   6,500 0 0
JPMorgan Chase & Co. COM 46625H100 126,307 771,625 SH   SOLE   768,375 0 3,250
Johnson & Johnson COM 478160104 1,104 6,834 SH   SOLE   6,834 0 0
Johnson Outdoors Inc. COM 479167108 453 4,278 SH   SOLE   4,278 0 0
Kimberly-Clark Corp. COM 494368103 423 3,195 SH   SOLE   3,195 0 0
LCI Industries COM 50189k103 411 3,055 SH   SOLE   3,055 0 0
LPL Financial Holdings Inc. COM 50212v100 95,671 610,300 SH   SOLE   606,340 0 3,960
Legget & Platt COM 524660107 205 4,571 SH   SOLE   4,571 0 0
Life Storage, Inc. COM 53223x107 25,912 225,830 SH   SOLE   225,830 0 0
Lithia Motors, Inc. COM 536797103 2,774 8,749 SH   SOLE   8,749 0 0
Man Tech International Corp COM 564563104 279 3,670 SH   SOLE   3,670 0 0
Marvell Technology, Inc. COM 573874104 59,187 981,376 SH   SOLE   975,351 0 6,025
Masco Corporation COM 574599106 2,490 44,832 SH   SOLE   44,832 0 0
Mastercard Incorporated COM 57636q104 98,173 282,366 SH   SOLE   280,466 0 1,900
Medpace Holdings, Inc. COM 58506q109 1,171 6,185 SH   SOLE   6,185 0 0
Medtronic, PLC COM g5960l103 18,498 147,570 SH   SOLE   147,570 0 0
Merck & Co, Inc. COM 58933y105 784 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104 124,135 440,321 SH   SOLE   438,571 0 1,750
ModivCare Inc. COM 60783x104 468 2,575 SH   SOLE   2,575 0 0
Molina Healthcare, Inc. COM 60855r100 2,519 9,286 SH   SOLE   9,286 0 0
Monster Beverage Corporation COM 61174x109 35,188 396,122 SH   SOLE   393,447 0 2,675
Morgan Stanley COM 617446448 26,983 277,286 SH   SOLE   277,286 0 0
Murphy USA Inc. COM 626755102 475 2,840 SH   SOLE   2,840 0 0
NVIDIA Corporation COM 67066g104 5,114 24,688 SH   SOLE   24,688 0 0
NVR, Inc. COM 62944t105 3,998 834 SH   SOLE   834 0 0
NextEra Energy, Inc. COM 65339f101 1,406 17,900 SH   SOLE   17,900 0 0
Nike Inc, Cl. B COM 654106103 1,785 12,288 SH   SOLE   12,288 0 0
Northrop Grumman Corporation COM 666807102 64,703 179,654 SH   SOLE   178,874 0 780
Ollie's Bargain Outlet Holding COM 681116109 1,512 25,089 SH   SOLE   25,089 0 0
Omnicell, Inc. COM 68213n109 658 4,434 SH   SOLE   4,434 0 0
OneMain Holdings, Inc. COM 68268w103 3,856 69,683 SH   SOLE   69,683 0 0
Oracle Corporation COM 68389X105 16,965 194,707 SH   SOLE   194,707 0 0
Otis Worldwide Corporation COM 68902v107 274 3,330 SH   SOLE   3,330 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 281 6,790 SH   SOLE   6,790 0 0
Palo Alto Networks, Inc. COM 697435105 287 600 SH   SOLE   600 0 0
Paypal Holdings, Inc. COM 70450y103 520 2,000 SH   SOLE   2,000 0 0
PepsiCo, Inc. COM 713448108 25,214 167,635 SH   SOLE   167,635 0 0
PetIQ, Inc. COM 71639t106 524 20,985 SH   SOLE   20,985 0 0
Post Holdings, Inc. COM 737446104 78,071 708,707 SH   SOLE   703,917 0 4,790
Primerica, Inc. COM 74164m108 2,669 17,375 SH   SOLE   17,375 0 0
Principal Financial Group, Inc COM 74251v102 21,926 340,471 SH   SOLE   340,471 0 0
QUALCOMM Incorporated COM 747525103 274 2,125 SH   SOLE   2,125 0 0
RLI Corp COM 749607107 407 4,063 SH   SOLE   4,063 0 0
Raytheon Technologies Corp. COM 75513e101 572 6,660 SH   SOLE   6,660 0 0
Regions Financial Corp. New COM 7591ep100 16,780 787,442 SH   SOLE   787,442 0 0
Repay Holdings Corporation COM 76029l100 612 26,570 SH   SOLE   26,570 0 0
Rimini Street, Inc. COM 76674q107 350 36,315 SH   SOLE   36,315 0 0
SVB Financial Group COM 78486q101 3,403 5,261 SH   SOLE   5,261 0 0
Select Medical Holdings Corpor COM 81619q105 851 23,537 SH   SOLE   23,537 0 0
Simpson Manufacturing Co., Inc COM 829073105 435 4,066 SH   SOLE   4,066 0 0
Skyline Champion Corporation COM 830830105 634 10,551 SH   SOLE   10,551 0 0
Skyworks Solutions, Inc. COM 83088m102 51,525 312,688 SH   SOLE   311,138 0 1,550
Starbucks Corp COM 855244109 64,122 581,288 SH   SOLE   578,238 0 3,050
Sysco Corporation COM 871829107 11,403 145,256 SH   SOLE   145,256 0 0
Target Corporation COM 87612e106 172,215 752,789 SH   SOLE   749,299 0 3,490
Teladoc Health, Inc. COM 87918A105 444 3,500 SH   SOLE   3,500 0 0
Telos Corporation COM 87969b101 653 22,980 SH   SOLE   22,980 0 0
Tempur Sealy International Inc COM 88023u101 4,227 91,081 SH   SOLE   91,081 0 0
Texas Instruments Inc. COM 882508104 2,430 12,643 SH   SOLE   12,643 0 0
The Boeing Company COM 097023105 26,102 118,679 SH   SOLE   117,874 0 805
The Procter & Gamble Company COM 742718109 15,046 107,622 SH   SOLE   107,622 0 0
The Walt Disney Company COM 254687106 35,659 210,790 SH   SOLE   209,440 0 1,350
Thermo Fisher Scientific, Inc. COM 883556102 1,738 3,042 SH   SOLE   3,042 0 0
TopBuild Corp. COM 89055f103 3,430 16,746 SH   SOLE   16,746 0 0
Trane Technologies plc COM g8994e103 1,453 8,415 SH   SOLE   8,415 0 0
Trimble Inc. COM 896239100 56,620 688,385 SH   SOLE   683,735 0 4,650
Truist Financial Corp COM 89832q109 101,580 1,731,975 SH   SOLE   1,723,651 0 8,324
Twilio Inc. COM 90138F102 734 2,300 SH   SOLE   2,300 0 0
U.S. Bancorp COM 902973304 432 7,265 SH   SOLE   7,265 0 0
UFP Industries, Inc. COM 90278q108 454 6,674 SH   SOLE   6,674 0 0
Union Pacific Corporation COM 907818108 351 1,791 SH   SOLE   1,791 0 0
United Parcel Service, Inc. COM 911312106 27,925 153,348 SH   SOLE   153,348 0 0
United Rentals, Inc. COM 911363109 86,275 245,846 SH   SOLE   244,276 0 1,570
V.F. Corporation COM 918204108 15,815 236,079 SH   SOLE   236,079 0 0
Veritex Holdings, Inc. COM 923451108 289 7,335 SH   SOLE   7,335 0 0
Verizon Communications Inc. COM 92343v104 16,154 299,088 SH   SOLE   299,088 0 0
Victoria's Secret & Co. COM 926400102 2,290 41,433 SH   SOLE   41,433 0 0
Victory Capital Holdings, Inc. COM 92645b103 3,781 107,993 SH   SOLE   107,993 0 0
Visa Inc Class A COM 92826c839 1,051 4,720 SH   SOLE   4,720 0 0
Walmart, Inc. COM 931142103 1,519 10,900 SH   SOLE   10,900 0 0
Willdan Group, Inc. COM 96924n100 592 16,635 SH   SOLE   16,635 0 0
Workday, Inc. COM 98138h101 375 1,500 SH   SOLE   1,500 0 0
Yum! Brands COM 988498101 550 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 6,064 11,765 SH   SOLE   11,765 0 0
Zimmer Biomet Holdings, Inc. COM 98956p102 43,226 295,342 SH   SOLE   293,392 0 1,950
Zynga Inc. COM 98986t108 28,155 3,739,004 SH   SOLE   3,715,679 0 23,325
ePlus, Inc. COM 294268107 624 6,085 SH   SOLE   6,085 0 0
iShares Core MSCI EAFE ETF COM 46432f842 221 2,983 SH   SOLE   2,983 0 0
iShares Core MSCI Emerging Mar COM 46434g103 206 3,340 SH   SOLE   3,340 0 0
iShares Core S&P Smallcap - ET COM 464287804 270 2,469 SH   SOLE   2,469 0 0