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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A (Sc COM 084990175   468,711 100 SH   SOLE   100 0 0
AMETEK, Inc. COM 031100100   60,069,878 429,930 SH   SOLE   422,786 0 7,144
ASGN Incorporated COM 00191u102   304,246 3,734 SH   SOLE   3,734 0 0
AbbVie Inc. COM 00287y109   87,592,722 542,001 SH   SOLE   539,351 0 2,650
Abbott Laboratories COM 002824100   728,127 6,632 SH   SOLE   6,632 0 0
Accenture plc COM g1151c101   21,316,780 79,886 SH   SOLE   79,886 0 0
Addus Homecare Corp COM 006739106   2,699,661 27,135 SH   SOLE   22,338 0 4,797
Adobe Inc. COM 00724f101   259,128 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc COM 00790r104   2,052,037 25,034 SH   SOLE   19,890 0 5,144
Agilent Technologies, Inc. COM 00846u101   4,063,746 27,155 SH   SOLE   21,765 0 5,390
Air Products and Chemicals, In COM 009158106   17,663,634 57,301 SH   SOLE   57,301 0 0
Align Technology Inc COM 016255101   274,170 1,300 SH   SOLE   1,300 0 0
Alphabet Inc. Class A COM 02079k305   75,750,219 858,554 SH   SOLE   852,554 0 6,000
Alphabet Inc. Class C COM 02079k107   1,460,496 16,460 SH   SOLE   16,460 0 0
Amazon.com, Inc. COM 023135106   60,996,852 726,153 SH   SOLE   720,532 0 5,621
American Finacial Group, Inc. COM 025932104   2,899,216 21,119 SH   SOLE   16,861 0 4,258
Ameriprise Financial, Inc. COM 03076c106   75,788,642 243,404 SH   SOLE   242,104 0 1,300
Amgen Inc. COM 031162100   717,007 2,730 SH   SOLE   2,730 0 0
Analog Devices, Inc. COM 032654105   434,351 2,648 SH   SOLE   2,648 0 0
Antero Resources Corporation COM 03674x106   2,401,012 77,477 SH   SOLE   61,792 0 15,685
Apple Inc. COM 037833100   99,992,331 769,586 SH   SOLE   764,576 0 5,010
Applied Materials, Inc. COM 038222105   33,742,738 346,506 SH   SOLE   344,141 0 2,365
Argent Mid Cap ETF COM 02072l839   311,964 13,464 SH   SOLE   13,464 0 0
Aspen Technology, Inc. COM 29109x106   2,956,733 14,395 SH   SOLE   11,568 0 2,827
Assurant, Inc. COM 04621x108   603,289 4,824 SH   SOLE   4,824 0 0
Atkore Inc. COM 047649108   3,706,566 32,680 SH   SOLE   26,490 0 6,190
Automatic Data Processing, Inc COM 053015103   28,615,532 119,800 SH   SOLE   119,800 0 0
Bank of New York Mellon Corp COM 064058100   355,254 7,804 SH   SOLE   7,804 0 0
Bath & Body Works Inc. COM 070830104   2,849,549 67,621 SH   SOLE   54,002 0 13,619
BellRing Brands, Inc. COM 07831c103   37,193,102 1,450,589 SH   SOLE   1,440,467 0 10,122
Berkshire Hathaway Inc. Class COM 084670702   46,544,743 150,679 SH   SOLE   149,649 0 1,030
BlackRock, Inc. COM 09247x101   24,112,761 34,027 SH   SOLE   34,027 0 0
Booz Allen Hamilton Holding Co COM 099502106   90,500,397 865,867 SH   SOLE   855,264 0 10,603
Bristol-Myers Squibb Company COM 110122108   21,348,672 296,715 SH   SOLE   296,715 0 0
Builders FirstSource, Inc. COM 12008r107   5,079,844 78,296 SH   SOLE   62,614 0 15,682
CBIZ, Inc. COM 124805102   2,611,232 55,736 SH   SOLE   47,140 0 8,596
CDW Corporation COM 12514g108   83,190,968 465,847 SH   SOLE   456,127 0 9,720
Carrier Global Corporation COM 14448c104   274,725 6,660 SH   SOLE   6,660 0 0
Centene Corporation COM 15135b101   54,736,016 667,431 SH   SOLE   662,681 0 4,750
Charles River Laboratories Int COM 159864107   37,093,335 170,231 SH   SOLE   166,802 0 3,429
Cheniere Energy, Inc COM 16411R208   2,441,949 16,284 SH   SOLE   12,960 0 3,324
Chevron Corporation COM 166764100   38,417,654 214,038 SH   SOLE   214,038 0 0
Cintas Corporation COM 172908105   6,702,492 14,841 SH   SOLE   11,848 0 2,993
Cisco Systems, Inc. COM 17275R102   958,517 20,120 SH   SOLE   20,120 0 0
Coca-Cola COM 191216100   711,796 11,190 SH   SOLE   11,190 0 0
Colliers International Group I COM 194693107   344,230 3,740 SH   SOLE   3,740 0 0
Comcast Corporation COM 20030N101   17,208,681 492,098 SH   SOLE   492,098 0 0
Copart, Inc. COM 217204106   50,427,941 828,181 SH   SOLE   813,805 0 14,376
Costco Wholesale Corporation COM 22160k105   1,323,850 2,900 SH   SOLE   2,900 0 0
Crown Castle Inc. COM 22822v101   55,030,175 405,708 SH   SOLE   403,478 0 2,230
D.R. Horton, Inc. COM 23331a109   56,171,174 630,146 SH   SOLE   625,791 0 4,355
Danaher Corporation COM 235851102   106,850,872 402,573 SH   SOLE   399,723 0 2,850
Eastman Chemical Company COM 277432100   11,559,919 141,944 SH   SOLE   141,944 0 0
Eaton Corporation plc COM g29183103   33,851,893 215,686 SH   SOLE   215,686 0 0
Edwards Lifesciences COM 28176e108   1,208,682 16,200 SH   SOLE   16,200 0 0
Emerson Electric Co. COM 291011104   23,809,450 247,860 SH   SOLE   247,860 0 0
Entegris, Inc. COM 29362u104   2,015,253 30,725 SH   SOLE   24,482 0 6,243
Envestnet, Inc. COM 29404k106   203,672 3,301 SH   SOLE   3,301 0 0
Estee Lauder COM 518439104   496,220 2,000 SH   SOLE   2,000 0 0
Exxon Mobil Corp COM 30231G102   839,747 7,613 SH   SOLE   7,613 0 0
Factset Research Systems, Inc. COM 303075105   882,662 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   4,782,056 7,989 SH   SOLE   6,424 0 1,565
Fidelity National Financial, I COM 31620r303   20,137,767 535,294 SH   SOLE   523,485 0 11,809
FirstService Corporation COM 33767e202   214,830 1,753 SH   SOLE   1,753 0 0
Fortinet, Inc. COM 34959e109   35,315,643 722,349 SH   SOLE   702,894 0 19,455
Gartner, Inc COM 366651107   3,089,799 9,192 SH   SOLE   7,368 0 1,824
General Mills, Inc. COM 370334104   19,338,941 230,637 SH   SOLE   230,637 0 0
Gilead Sciences, Inc. COM 375558103   14,069,200 163,881 SH   SOLE   163,881 0 0
Globus Medical, Inc. COM 379577208   3,282,140 44,192 SH   SOLE   36,416 0 7,776
HCA Healthcare, Inc. COM 40412c101   3,570,365 14,879 SH   SOLE   11,881 0 2,998
Honeywell International Inc. COM 438516106   1,572,962 7,340 SH   SOLE   7,340 0 0
Houlihan Lokey, Inc. COM 441593100   17,721,110 203,317 SH   SOLE   196,089 0 7,228
Hubspot, Inc. COM 443573100   289,130 1,000 SH   SOLE   1,000 0 0
Huntsman Corporation COM 447011107   2,739,838 99,703 SH   SOLE   80,149 0 19,554
ICF International Inc. COM 44925c103   2,704,164 27,301 SH   SOLE   22,105 0 5,196
Intercontinental Exchange COM 45866F104   666,835 6,500 SH   SOLE   6,500 0 0
JPMorgan Chase & Co. COM 46625H100   79,313,459 591,450 SH   SOLE   589,304 0 2,146
Johnson & Johnson COM 478160104   1,166,995 6,606 SH   SOLE   6,606 0 0
Kimberly-Clark Corp. COM 494368103   433,721 3,195 SH   SOLE   3,195 0 0
LPL Financial Holdings Inc. COM 50212v100   81,585,444 377,413 SH   SOLE   372,167 0 5,246
Life Storage, Inc. COM 53223x107   16,942,143 172,001 SH   SOLE   172,001 0 0
Lockheed Martin Corporation COM 539830109   252,975 520 SH   SOLE   520 0 0
Lowe's Companies Inc. COM 548661107   276,944 1,390 SH   SOLE   1,390 0 0
Marathon Oil Corp. COM 565849106   2,908,726 107,452 SH   SOLE   85,730 0 21,722
Marvell Technology, Inc. COM 573874104   33,292,587 898,828 SH   SOLE   881,466 0 17,362
Masco Corporation COM 574599106   2,210,945 47,374 SH   SOLE   37,757 0 9,617
Mastercard Incorporated COM 57636q104   93,116,083 267,783 SH   SOLE   265,883 0 1,900
Medpace Holdings, Inc. COM 58506q109   3,720,998 17,518 SH   SOLE   14,181 0 3,337
Medtronic, PLC COM g5960l103   437,719 5,632 SH   SOLE   5,632 0 0
Merck & Co, Inc. COM 58933y105   1,158,318 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104   118,752,918 495,175 SH   SOLE   492,235 0 2,940
Molina Healthcare, Inc. COM 60855r100   3,350,082 10,145 SH   SOLE   8,174 0 1,971
Monster Beverage Corporation COM 61174x109   38,560,282 379,792 SH   SOLE   377,117 0 2,675
Morgan Stanley COM 617446448   22,925,353 269,647 SH   SOLE   269,647 0 0
NVIDIA Corporation COM 67066g104   1,899,820 13,000 SH   SOLE   13,000 0 0
NVR, Inc. COM 62944t105   4,137,484 897 SH   SOLE   716 0 181
NextEra Energy, Inc. COM 65339f101   1,523,610 18,225 SH   SOLE   18,225 0 0
Nike Inc, Cl. B COM 654106103   1,349,476 11,533 SH   SOLE   11,533 0 0
Northrop Grumman Corporation COM 666807102   95,156,435 174,404 SH   SOLE   173,624 0 780
OneMain Holdings, Inc. COM 68268w103   2,645,047 79,407 SH   SOLE   63,887 0 15,520
Oracle Corporation COM 68389X105   15,815,546 193,486 SH   SOLE   193,486 0 0
Palo Alto Networks, Inc. COM 697435105   251,172 1,800 SH   SOLE   1,800 0 0
PepsiCo, Inc. COM 713448108   29,848,777 165,221 SH   SOLE   165,221 0 0
Petco Health & Wellness Compan COM 71601v105   1,606,377 169,449 SH   SOLE   135,192 0 34,257
Pioneer Natural Resources Co. COM 723787107   72,399,010 316,997 SH   SOLE   315,357 0 1,640
Post Holdings, Inc. COM 737446104   42,648,121 472,503 SH   SOLE   469,223 0 3,280
Principal Financial Group, Inc COM 74251v102   28,125,206 335,143 SH   SOLE   335,143 0 0
QUALCOMM Incorporated COM 747525103   233,622 2,125 SH   SOLE   2,125 0 0
RLI Corp COM 749607107   419,014 3,192 SH   SOLE   3,192 0 0
Raytheon Technologies Corp. COM 75513e101   672,127 6,660 SH   SOLE   6,660 0 0
Regions Financial Corp. New COM 7591ep100   16,781,045 778,342 SH   SOLE   778,342 0 0
Schwab US Dividend Equity ETF COM 808524797   724,580 9,592 SH   SOLE   9,592 0 0
Schwab US Large-Cap ETF COM 808524201   5,124,841 113,507 SH   SOLE   113,507 0 0
Schwab US Mid-Cap ETF COM 808524508   385,590 5,877 SH   SOLE   5,877 0 0
Service Corporation Internatio COM 817565104   2,777,907 40,178 SH   SOLE   31,439 0 8,739
Starbucks Corp COM 855244109   799,453 8,059 SH   SOLE   8,059 0 0
Sysco Corporation COM 871829107   11,080,904 144,943 SH   SOLE   144,943 0 0
TJX Co. COM 872540109   214,920 2,700 SH   SOLE   2,700 0 0
Target Corporation COM 87612e106   52,125,462 349,741 SH   SOLE   348,022 0 1,719
Tempur Sealy International Inc COM 88023u101   3,417,551 99,550 SH   SOLE   80,319 0 19,231
Texas Instruments Incorporated COM 882508104   19,672,415 119,068 SH   SOLE   119,068 0 0
The Carlyle Group Inc. COM 14316j108   48,704,888 1,632,201 SH   SOLE   1,624,992 0 7,209
The Home Depot, Inc. COM 437076102   1,932,431 6,118 SH   SOLE   6,118 0 0
The Procter & Gamble Company COM 742718109   16,449,092 108,532 SH   SOLE   108,532 0 0
The Walt Disney Company COM 254687106   485,225 5,585 SH   SOLE   5,585 0 0
Thermo Fisher Scientific, Inc. COM 883556102   1,675,199 3,042 SH   SOLE   3,042 0 0
TopBuild Corp. COM 89055f103   2,191,173 14,002 SH   SOLE   11,185 0 2,817
Tractor Supply Company COM 892356106   25,137,245 111,736 SH   SOLE   111,736 0 0
Trane Technologies plc COM g8994e103   994,252 5,915 SH   SOLE   5,915 0 0
Trimble Inc. COM 896239100   33,332,995 659,276 SH   SOLE   654,626 0 4,650
Truist Financial Corp COM 89832q109   267,431 6,215 SH   SOLE   6,215 0 0
Union Pacific Corporation COM 907818108   239,011 1,154 SH   SOLE   1,154 0 0
United Parcel Service, Inc. COM 911312106   233,293 1,342 SH   SOLE   1,342 0 0
United Rentals, Inc. COM 911363109   83,033,576 233,621 SH   SOLE   229,861 0 3,760
UnitedHealth Group, Incorporat COM 91324p102   105,371,210 198,746 SH   SOLE   197,736 0 1,010
Vanguard Large-Cap ETF COM 922908637   203,117 1,166 SH   SOLE   1,166 0 0
Victory Capital Holdings, Inc. COM 92645b103   2,712,272 101,091 SH   SOLE   82,426 0 18,665
Visa Inc. COM 92826c839   980,627 4,720 SH   SOLE   4,720 0 0
Walmart, Inc. COM 931142103   1,556,145 10,975 SH   SOLE   10,975 0 0
Yum! Brands COM 988498101   576,360 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105   3,224,612 12,576 SH   SOLE   10,061 0 2,515
iShares Core S&P 500 ETF COM 464287200   2,694,081 7,012 SH   SOLE   7,012 0 0
iShares Core S&P Smallcap - ET COM 464287804   340,704 3,600 SH   SOLE   3,600 0 0