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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175   517,810 100 SH   SOLE   100 0 0
AMETEK, Inc. COM 031100100   47,023,455 290,483 SH   SOLE   284,124 0 6,359
ASGN Incorporated COM 00191u102   343,814 4,546 SH   SOLE   4,546 0 0
AbbVie Inc. COM 00287y109   71,475,844 530,512 SH   SOLE   527,962 0 2,550
Abbott Laboratories COM 002824100   723,021 6,632 SH   SOLE   6,632 0 0
Accenture plc COM g1151c101   29,917,273 96,951 SH   SOLE   96,951 0 0
Addus Homecare Corp COM 006739106   2,609,227 28,147 SH   SOLE   23,143 0 5,004
Adobe Inc. COM 00724f101   376,522 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc COM 00790r104   2,885,347 25,359 SH   SOLE   19,993 0 5,366
Agilent Technologies, Inc. COM 00846u101   3,294,008 27,393 SH   SOLE   21,768 0 5,625
Air Products and Chemicals, In COM 009158106   23,086,499 77,076 SH   SOLE   77,076 0 0
Align Technology Inc COM 016255101   54,828,699 155,041 SH   SOLE   153,916 0 1,125
Alphabet Inc. Class A COM 02079k305   100,079,494 836,086 SH   SOLE   830,236 0 5,850
Alphabet Inc. Class C COM 02079k107   2,018,989 16,690 SH   SOLE   16,690 0 0
Amazon.com, Inc. COM 023135106   150,733,704 1,156,288 SH   SOLE   1,147,822 0 8,466
American Finacial Group, Inc. COM 025932104   4,021,706 33,867 SH   SOLE   26,895 0 6,972
Ameriprise Financial, Inc. COM 03076c106   20,001,446 60,216 SH   SOLE   60,216 0 0
Amgen Inc. COM 031162100   606,115 2,730 SH   SOLE   2,730 0 0
Analog Devices, Inc. COM 032654105   515,857 2,648 SH   SOLE   2,648 0 0
Antero Resources Corporation COM 03674x106   1,798,735 78,104 SH   SOLE   61,734 0 16,370
Apple Inc. COM 037833100   145,597,601 750,619 SH   SOLE   745,609 0 5,010
Applied Materials, Inc. COM 038222105   85,103,682 588,790 SH   SOLE   584,500 0 4,290
Argent Mid Cap ETF COM 02072l839   386,847 14,424 SH   SOLE   14,424 0 0
Asbury Automotive Group, Inc. COM 043436104   3,189,412 13,266 SH   SOLE   10,658 0 2,608
Aspen Technology, Inc. COM 29109x106   2,394,979 14,289 SH   SOLE   11,342 0 2,947
Atkore Inc. COM 047649108   2,802,710 17,973 SH   SOLE   14,519 0 3,454
Automatic Data Processing, Inc COM 053015103   25,891,417 117,801 SH   SOLE   117,801 0 0
Bank of New York Mellon Corp COM 064058100   347,449 7,804 SH   SOLE   7,804 0 0
Bath & Body Works Inc. COM 070830104   2,528,662 67,431 SH   SOLE   53,217 0 14,214
BellRing Brands, Inc. COM 07831c103   52,305,865 1,429,122 SH   SOLE   1,419,000 0 10,122
Berkshire Hathaway Inc. Class COM 084670702   1,026,069 3,009 SH   SOLE   3,009 0 0
BlackRock, Inc. COM 09247x101   23,116,878 33,447 SH   SOLE   33,447 0 0
Blackstone Inc. COM 09260d107   60,856,153 654,578 SH   SOLE   651,658 0 2,920
Booz Allen Hamilton Holding Co COM 099502106   94,544,321 847,171 SH   SOLE   836,281 0 10,890
Bristol-Myers Squibb Company COM 110122108   18,563,736 290,285 SH   SOLE   290,285 0 0
Builders FirstSource, Inc. COM 12008r107   7,372,424 54,209 SH   SOLE   42,809 0 11,400
CBIZ, Inc. COM 124805102   3,030,566 56,880 SH   SOLE   47,909 0 8,971
CDW Corporation COM 12514g108   83,334,701 454,140 SH   SOLE   444,135 0 10,005
Carrier Global Corporation COM 14448c104   331,069 6,660 SH   SOLE   6,660 0 0
Centene Corporation COM 15135b101   43,957,974 651,712 SH   SOLE   646,962 0 4,750
Charles River Laboratories Int COM 159864107   35,403,997 168,390 SH   SOLE   164,864 0 3,526
Cheniere Energy, Inc COM 16411R208   2,502,665 16,426 SH   SOLE   12,957 0 3,469
Chevron Corporation COM 166764100   33,178,211 210,856 SH   SOLE   210,856 0 0
Cintas Corporation COM 172908105   4,491,615 9,036 SH   SOLE   7,185 0 1,851
Cisco Systems, Inc. COM 17275R102   1,116,032 21,570 SH   SOLE   21,570 0 0
Coca-Cola COM 191216100   698,552 11,600 SH   SOLE   11,600 0 0
Colliers International Group I COM 194693107   2,898,962 29,524 SH   SOLE   24,324 0 5,200
Comcast Corporation COM 20030N101   1,399,404 33,680 SH   SOLE   33,680 0 0
Copart, Inc. COM 217204106   76,597,337 839,791 SH   SOLE   820,683 0 19,108
Costco Wholesale Corporation COM 22160k105   1,682,437 3,125 SH   SOLE   3,125 0 0
Crown Castle Inc. COM 22822v101   9,797,181 85,985 SH   SOLE   85,985 0 0
D.R. Horton, Inc. COM 23331a109   74,990,798 616,245 SH   SOLE   611,890 0 4,355
Danaher Corporation COM 235851102   94,535,541 393,898 SH   SOLE   391,048 0 2,850
Eaton Corporation plc COM g29183103   42,829,157 212,974 SH   SOLE   212,974 0 0
Edwards Lifesciences COM 28176e108   1,619,552 17,169 SH   SOLE   17,169 0 0
Emerson Electric Co. COM 291011104   22,038,883 243,820 SH   SOLE   243,820 0 0
Entegris, Inc. COM 29362u104   3,599,323 32,479 SH   SOLE   25,966 0 6,513
Envestnet, Inc. COM 29404k106   231,050 3,893 SH   SOLE   3,893 0 0
Estee Lauder COM 518439104   396,098 2,017 SH   SOLE   2,017 0 0
Exponent, Inc. COM 30214U102   2,172,116 23,276 SH   SOLE   18,912 0 4,364
Exxon Mobil Corp COM 30231G102   824,784 7,690 SH   SOLE   7,690 0 0
Factset Research Systems, Inc. COM 303075105   881,430 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   49,277,652 60,896 SH   SOLE   58,886 0 2,010
Ferguson PLC COM g3421j106   29,402,437 186,908 SH   SOLE   182,875 0 4,033
FirstService Corporation COM 33767e202   3,509,708 22,777 SH   SOLE   18,548 0 4,229
Fortinet, Inc. COM 34959e109   54,455,565 720,407 SH   SOLE   700,312 0 20,095
Garmin Ltd. COM h2906t109   22,490,320 215,652 SH   SOLE   215,652 0 0
Gartner, Inc COM 366651107   3,249,125 9,275 SH   SOLE   7,374 0 1,901
General Mills, Inc. COM 370334104   402,675 5,250 SH   SOLE   5,250 0 0
Gilead Sciences, Inc. COM 375558103   19,603,107 254,355 SH   SOLE   254,355 0 0
Green Brick Partners Inc. COM 392709101   380,730 6,703 SH   SOLE   6,703 0 0
HCA Healthcare, Inc. COM 40412c101   4,554,324 15,007 SH   SOLE   11,879 0 3,128
Herc Holdings, Inc. COM 42704l104   225,255 1,646 SH   SOLE   1,646 0 0
Honeywell International Inc. COM 438516106   1,589,450 7,660 SH   SOLE   7,660 0 0
Houlihan Lokey, Inc. COM 441593100   19,567,950 199,043 SH   SOLE   191,500 0 7,543
Hubspot, Inc. COM 443573100   532,090 1,000 SH   SOLE   1,000 0 0
ICF International Inc. COM 44925c103   3,508,296 28,204 SH   SOLE   22,783 0 5,421
Intercontinental Exchange COM 45866F104   735,020 6,500 SH   SOLE   6,500 0 0
JPMorgan Chase & Co. COM 46625H100   41,418,874 284,783 SH   SOLE   284,783 0 0
Johnson & Johnson COM 478160104   1,130,047 6,827 SH   SOLE   6,827 0 0
Kimberly-Clark Corp. COM 494368103   389,743 2,823 SH   SOLE   2,823 0 0
LPL Financial Holdings Inc. COM 50212v100   706,647 3,250 SH   SOLE   3,250 0 0
Life Storage, Inc. COM 53223x107   22,518,145 169,360 SH   SOLE   169,360 0 0
Lockheed Martin Corporation COM 539830109   294,643 640 SH   SOLE   640 0 0
Lowe's Companies Inc. COM 548661107   313,723 1,390 SH   SOLE   1,390 0 0
Magnolia Oil & Gas Corporation COM 559663109   240,057 11,486 SH   SOLE   11,486 0 0
Marathon Oil Corp. COM 565849106   2,491,547 108,234 SH   SOLE   85,565 0 22,669
Marvell Technology, Inc. COM 573874104   52,696,519 881,508 SH   SOLE   863,651 0 17,857
Mastercard Incorporated COM 57636q104   102,889,921 261,607 SH   SOLE   259,707 0 1,900
McDonald's Corporation COM 580135101   223,509 749 SH   SOLE   749 0 0
Medpace Holdings, Inc. COM 58506q109   4,370,614 18,198 SH   SOLE   14,716 0 3,482
Merck & Co, Inc. COM 58933y105   1,214,364 10,524 SH   SOLE   10,524 0 0
Microsoft Corporation COM 594918104   198,175,331 581,944 SH   SOLE   578,344 0 3,600
Molina Healthcare, Inc. COM 60855r100   3,080,480 10,226 SH   SOLE   8,170 0 2,056
Monster Beverage Corporation COM 61174x109   42,555,803 740,874 SH   SOLE   735,524 0 5,350
Morgan Stanley COM 617446448   22,659,637 265,335 SH   SOLE   265,335 0 0
Murphy USA Inc. COM 626755102   240,488 773 SH   SOLE   773 0 0
NVIDIA Corporation COM 67066g104   5,406,196 12,780 SH   SOLE   12,780 0 0
NVR, Inc. COM 62944t105   5,785,415 911 SH   SOLE   725 0 186
NextEra Energy, Inc. COM 65339f101   53,962,171 727,253 SH   SOLE   723,683 0 3,570
Nike Inc, Cl. B COM 654106103   1,272,897 11,533 SH   SOLE   11,533 0 0
Northrop Grumman Corporation COM 666807102   14,709,579 32,272 SH   SOLE   32,272 0 0
OneMain Holdings, Inc. COM 68268w103   3,616,003 82,765 SH   SOLE   66,568 0 16,197
Oracle Corporation COM 68389X105   22,673,199 190,387 SH   SOLE   190,387 0 0
Palo Alto Networks, Inc. COM 697435105   459,918 1,800 SH   SOLE   1,800 0 0
PepsiCo, Inc. COM 713448108   30,333,194 163,768 SH   SOLE   163,768 0 0
Pioneer Natural Resources Co. COM 723787107   72,050,159 347,766 SH   SOLE   346,126 0 1,640
Post Holdings, Inc. COM 737446104   40,023,895 461,903 SH   SOLE   458,623 0 3,280
Principal Financial Group, Inc COM 74251v102   15,695,927 206,961 SH   SOLE   206,961 0 0
QUALCOMM Incorporated COM 747525103   252,960 2,125 SH   SOLE   2,125 0 0
RLI Corp COM 749607107   461,951 3,385 SH   SOLE   3,385 0 0
RTX Corp. COM 75513e101   656,332 6,700 SH   SOLE   6,700 0 0
Schwab US Large-Cap ETF COM 808524201   449,073 8,575 SH   SOLE   8,575 0 0
Select Medical Holdings Corpor COM 81619q105   307,130 9,640 SH   SOLE   9,640 0 0
Service Corporation Internatio COM 817565104   2,622,031 40,595 SH   SOLE   31,476 0 9,119
Skyline Champion Corporation COM 830830105   413,251 6,314 SH   SOLE   6,314 0 0
Starbucks Corp COM 855244109   721,157 7,280 SH   SOLE   7,280 0 0
TJX Co. COM 872540109   228,933 2,700 SH   SOLE   2,700 0 0
Target Corporation COM 87612e106   668,083 5,065 SH   SOLE   5,065 0 0
Tempur Sealy International Inc COM 88023u101   3,141,768 78,407 SH   SOLE   62,706 0 15,701
Texas Instruments Incorporated COM 882508104   21,317,263 118,416 SH   SOLE   118,416 0 0
The Carlyle Group Inc. COM 14316j108   70,826,117 2,216,780 SH   SOLE   2,188,424 0 28,356
The Descartes Systems Group In COM 249906108   3,240,449 40,450 SH   SOLE   32,330 0 8,120
The Home Depot, Inc. COM 437076102   51,901,598 167,080 SH   SOLE   166,460 0 620
The Procter & Gamble Company COM 742718109   16,174,529 106,594 SH   SOLE   106,594 0 0
The Walt Disney Company COM 254687106   480,326 5,380 SH   SOLE   5,380 0 0
Thermo Fisher Scientific, Inc. COM 883556102   1,696,731 3,252 SH   SOLE   3,252 0 0
TopBuild Corp. COM 89055f103   3,758,863 14,130 SH   SOLE   11,193 0 2,937
Tractor Supply Company COM 892356106   24,281,981 109,824 SH   SOLE   109,824 0 0
Trane Technologies plc COM g8994e103   1,131,303 5,915 SH   SOLE   5,915 0 0
UFP Industries, Inc. COM 90278q108   305,513 3,148 SH   SOLE   3,148 0 0
Union Pacific Corporation COM 907818108   219,813 1,074 SH   SOLE   1,074 0 0
United Rentals, Inc. COM 911363109   99,544,649 223,510 SH   SOLE   220,742 0 2,768
UnitedHealth Group, Incorporat COM 91324p102   93,388,439 194,300 SH   SOLE   193,290 0 1,010
Victory Capital Holdings, Inc. COM 92645b103   3,318,954 105,230 SH   SOLE   85,750 0 19,480
Visa Inc. COM 92826c839   72,413,826 304,926 SH   SOLE   302,736 0 2,190
Walmart, Inc. COM 931142103   1,725,050 10,975 SH   SOLE   10,975 0 0
Waste Connections, Inc. COM 94106b101   38,171,743 267,066 SH   SOLE   265,142 0 1,924
Yum! Brands COM 988498101   623,475 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105   3,823,307 12,924 SH   SOLE   10,302 0 2,622
ePlus, Inc. COM 294268107   359,081 6,378 SH   SOLE   6,378 0 0
iShares Core MSCI EAFE ETF COM 46432f842   252,787 3,745 SH   SOLE   3,745 0 0
iShares Core S&P 500 ETF COM 464287200   500,978 1,124 SH   SOLE   1,124 0 0
iShares Core S&P Smallcap - ET COM 464287804   417,135 4,186 SH   SOLE   4,186 0 0