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
Ameriprise Financial, Inc. COM 03076C106   20,218,810 53,231 SH   SOLE   53,231 0 0
Aspen Technology, Inc. COM 29109X106   2,633,434 11,962 SH   SOLE   11,962 0 0
Hamilton Lane Incorporated COM 407497106   471,343 4,155 SH   SOLE   4,155 0 0
Kimberly-Clark Corp. COM 494368103   343,023 2,823 SH   SOLE   2,823 0 0
Amgen Inc. COM 031162100   786,295 2,730 SH   SOLE   2,730 0 0
Charles River Laboratories Intl, Inc. COM 159864107   14,645,453 61,952 SH   SOLE   61,952 0 0
Fortinet, Inc. COM 34959E109   38,477,037 657,390 SH   SOLE   657,390 0 0
Entegris, Inc. COM 29362U104   3,204,706 26,746 SH   SOLE   26,746 0 0
Antero Resources Corporation COM 03674X106   296,904 13,091 SH   SOLE   13,091 0 0
Gartner, Inc COM 366651107   3,477,607 7,709 SH   SOLE   7,709 0 0
Envestnet, Inc. COM 29404K106   273,945 5,532 SH   SOLE   5,532 0 0
LPL Financial Holdings Inc. COM 50212V100   739,765 3,250 SH   SOLE   3,250 0 0
Herc Holdings, Inc. COM 42704L104   349,147 2,345 SH   SOLE   2,345 0 0
ePlus, Inc. COM 294268107   733,570 9,188 SH   SOLE   9,188 0 0
Mastercard Incorporated COM 57636Q104   103,581,201 242,858 SH   SOLE   242,858 0 0
BlackRock, Inc. COM 09247X101   24,098,574 29,685 SH   SOLE   29,685 0 0
Cheniere Energy, Inc COM 16411R208   2,271,126 13,304 SH   SOLE   13,304 0 0
Estee Lauder COM 518439104   292,500 2,000 SH   SOLE   2,000 0 0
General Mills, Inc. COM 370334104   341,985 5,250 SH   SOLE   5,250 0 0
Intercontinental Exchange COM 45866F104   834,795 6,500 SH   SOLE   6,500 0 0
The Home Depot, Inc. COM 437076102   52,083,687 150,292 SH   SOLE   150,292 0 0
Chevron Corporation COM 166764100   22,551,462 151,190 SH   SOLE   151,190 0 0
Pioneer Natural Resources Co. COM 723787107   49,681,540 220,925 SH   SOLE   220,925 0 0
Starbucks Corp COM 855244109   691,272 7,200 SH   SOLE   7,200 0 0
Gilead Sciences, Inc. COM 375558103   18,367,342 226,729 SH   SOLE   226,729 0 0
Honeywell International Inc. COM 438516106   1,606,379 7,660 SH   SOLE   7,660 0 0
Exponent, Inc. COM 30214U102   639,611 7,265 SH   SOLE   7,265 0 0
Cisco Systems, Inc. COM 17275R102   1,089,716 21,570 SH   SOLE   21,570 0 0
The Descartes Systems Group Inc. COM 249906108   3,570,028 42,470 SH   SOLE   42,470 0 0
Medpace Holdings, Inc. COM 58506Q109   4,750,295 15,497 SH   SOLE   15,497 0 0
ASGN Incorporated COM 00191U102   569,038 5,917 SH   SOLE   5,917 0 0
NextEra Energy, Inc. COM 65339F101   11,079,133 182,403 SH   SOLE   182,403 0 0
Glacier Bancorp, Inc. COM 37637Q105   245,234 5,935 SH   SOLE   5,935 0 0
Align Technology Inc COM 016255101   15,973,104 58,296 SH   SOLE   58,296 0 0
Exxon Mobil Corp COM 30231G102   763,177 7,633 SH   SOLE   7,633 0 0
Cintas Corporation COM 172908105   4,421,114 7,336 SH   SOLE   7,336 0 0
Merck & Co, Inc. COM 58933Y105   1,138,169 10,440 SH   SOLE   10,440 0 0
Nike Inc, Cl. B COM 654106103   1,252,138 11,533 SH   SOLE   11,533 0 0
Post Holdings, Inc. COM 737446104   37,895,652 430,339 SH   SOLE   430,339 0 0
Houlihan Lokey, Inc. COM 441593100   29,785,441 248,398 SH   SOLE   248,398 0 0
AbbVie Inc. COM 00287Y109   75,923,006 489,921 SH   SOLE   489,921 0 0
Lockheed Martin Corporation COM 539830109   222,088 490 SH   SOLE   490 0 0
Factset Research Systems, Inc. COM 303075105   1,049,510 2,200 SH   SOLE   2,200 0 0
Coca-Cola COM 191216100   607,568 10,310 SH   SOLE   10,310 0 0
NVIDIA Corporation COM 67066G104   4,140,039 8,360 SH   SOLE   8,360 0 0
Microsoft Corporation COM 594918104   199,311,572 530,028 SH   SOLE   530,028 0 0
Lowe's Companies Inc. COM 548661107   312,905 1,406 SH   SOLE   1,406 0 0
Yum! Brands COM 988498101   587,970 4,500 SH   SOLE   4,500 0 0
Fair Isaac Corporation COM 303250104   65,792,173 56,522 SH   SOLE   56,522 0 0
Builders FirstSource, Inc. COM 12008R107   7,112,312 42,604 SH   SOLE   42,604 0 0
Amazon.com, Inc. COM 023135106   164,752,796 1,084,328 SH   SOLE   1,084,328 0 0
The Procter & Gamble Company COM 742718109   14,066,965 95,994 SH   SOLE   95,994 0 0
UFP Industries, Inc. COM 90278Q108   565,979 4,508 SH   SOLE   4,508 0 0
Adobe Inc. COM 00724F101   459,382 770 SH   SOLE   770 0 0
Bank of New York Mellon Corp COM 064058100   399,744 7,680 SH   SOLE   7,680 0 0
D.R. Horton, Inc. COM 23331A109   92,654,385 609,649 SH   SOLE   609,649 0 0
Ferguson PLC COM G3421J106   32,236,474 166,968 SH   SOLE   166,968 0 0
CBIZ, Inc. COM 124805102   3,134,445 50,079 SH   SOLE   50,079 0 0
QUALCOMM Incorporated COM 747525103   216,945 1,500 SH   SOLE   1,500 0 0
ICF International Inc. COM 44925C103   3,254,364 24,270 SH   SOLE   24,270 0 0
Magnolia Oil & Gas Corporation COM 559663109   347,942 16,343 SH   SOLE   16,343 0 0
Garmin Ltd. COM H2906T109   24,330,806 189,286 SH   SOLE   189,286 0 0
Molina Healthcare, Inc. COM 60855R100   3,023,442 8,368 SH   SOLE   8,368 0 0
Colliers International Group Inc. COM 194693107   3,290,279 26,006 SH   SOLE   26,006 0 0
CDW Corporation COM 12514G108   95,488,280 420,061 SH   SOLE   420,061 0 0
Advanced Drainage Systems, Inc. COM 00790R104   2,869,056 20,400 SH   SOLE   20,400 0 0
OneMain Holdings, Inc. COM 68268W103   3,499,153 71,121 SH   SOLE   71,121 0 0
Qualys, Inc. COM 74758T303   353,304 1,800 SH   SOLE   1,800 0 0
Union Pacific Corporation COM 907818108   267,787 1,090 SH   SOLE   1,090 0 0
BellRing Brands, Inc. COM 07831C103   74,248,208 1,339,495 SH   SOLE   1,339,495 0 0
Danaher Corporation COM 235851102   94,954,217 410,453 SH   SOLE   410,453 0 0
American Finacial Group, Inc. COM 025932104   1,799,162 15,133 SH   SOLE   15,133 0 0
Monster Beverage Corporation COM 61174X109   39,967,974 693,768 SH   SOLE   693,768 0 0
Agilent Technologies, Inc. COM 00846U101   3,980,151 28,628 SH   SOLE   28,628 0 0
Oracle Corporation COM 68389X105   17,940,396 170,164 SH   SOLE   170,164 0 0
RLI Corp COM 749607107   610,089 4,583 SH   SOLE   4,583 0 0
Marathon Oil Corp. COM 565849106   2,104,868 87,122 SH   SOLE   87,122 0 0
TJX Co. COM 872540109   253,287 2,700 SH   SOLE   2,700 0 0
Accenture plc COM G1151C101   30,426,155 86,706 SH   SOLE   86,706 0 0
Victory Capital Holdings, Inc. COM 92645B103   3,153,533 91,566 SH   SOLE   91,566 0 0
Select Medical Holdings Corporation COM 81619Q105   321,034 13,661 SH   SOLE   13,661 0 0
AMETEK, Inc. COM 031100100   44,436,769 269,493 SH   SOLE   269,493 0 0
Morgan Stanley COM 617446448   22,020,483 236,145 SH   SOLE   236,145 0 0
Green Brick Partners Inc. COM 392709101   545,734 10,507 SH   SOLE   10,507 0 0
JPMorgan Chase & Co. COM 46625H100   43,124,402 253,524 SH   SOLE   253,524 0 0
Raytheon Technologies Corp. COM 75513E101   560,372 6,660 SH   SOLE   6,660 0 0
United Rentals, Inc. COM 911363109   119,605,090 208,582 SH   SOLE   208,582 0 0
1/100 Berkshire Hthwy Cl A (Schwab cusip) COM 084990175   542,625 100 SH   SOLE   100 0 0
Marvell Technology, Inc. COM 573874104   48,589,566 805,664 SH   SOLE   805,664 0 0
Copart, Inc. COM 217204106   76,312,257 1,557,393 SH   SOLE   1,557,393 0 0
FirstService Corporation COM 33767E202   3,864,874 23,844 SH   SOLE   23,844 0 0
Visa Inc. COM 92826C839   74,235,158 285,136 SH   SOLE   285,136 0 0
Service Corporation International COM 817565104   2,079,443 30,379 SH   SOLE   30,379 0 0
Analog Devices, Inc. COM 032654105   525,787 2,648 SH   SOLE   2,648 0 0
Target Corporation COM 87612E106   543,343 3,815 SH   SOLE   3,815 0 0
Johnson & Johnson COM 478160104   971,828 6,200 SH   SOLE   6,200 0 0
Packaging Corp. of America COM 695156109   210,154 1,290 SH   SOLE   1,290 0 0
RBC Bearings Incorporated COM 75524B104   451,836 1,586 SH   SOLE   1,586 0 0
Eaton Corporation plc COM G29183103   32,275,856 134,025 SH   SOLE   134,025 0 0
Murphy USA Inc. COM 626755102   2,216,020 6,215 SH   SOLE   6,215 0 0
HCA Healthcare, Inc. COM 40412C101   3,281,183 12,122 SH   SOLE   12,122 0 0
Skyline Champion Corporation COM 830830105   628,165 8,459 SH   SOLE   8,459 0 0
Apple Inc. COM 037833100   136,124,134 707,028 SH   SOLE   707,028 0 0
The Walt Disney Company COM 254687106   423,009 4,685 SH   SOLE   4,685 0 0
Tempur Sealy International Inc. COM 88023U101   3,284,252 64,435 SH   SOLE   64,435 0 0
Palo Alto Networks, Inc. COM 697435105   530,784 1,800 SH   SOLE   1,800 0 0
Applied Materials, Inc. COM 038222105   89,386,440 551,530 SH   SOLE   551,530 0 0
Carlisle Companies, Inc. COM 142339100   215,577 690 SH   SOLE   690 0 0
Alphabet Inc. Class C COM 02079K107   2,360,578 16,750 SH   SOLE   16,750 0 0
Costco Wholesale Corporation COM 22160K105   2,062,750 3,125 SH   SOLE   3,125 0 0
Texas Instruments Incorporated COM 882508104   17,752,916 104,147 SH   SOLE   104,147 0 0
Alphabet Inc. Class A COM 02079K305   108,478,505 776,566 SH   SOLE   776,566 0 0
Walmart, Inc. COM 931142103   1,667,149 10,575 SH   SOLE   10,575 0 0
The Carlyle Group Inc. COM 14316J108   82,016,979 2,015,654 SH   SOLE   2,015,654 0 0
Asbury Automotive Group, Inc. COM 043436104   2,421,802 10,765 SH   SOLE   10,765 0 0
UnitedHealth Group, Incorporated COM 91324P102   104,001,597 197,545 SH   SOLE   197,545 0 0
Thermo Fisher Scientific, Inc. COM 883556102   22,808,065 42,970 SH   SOLE   42,970 0 0
Trane Technologies plc COM G8994E103   1,442,669 5,915 SH   SOLE   5,915 0 0
Carrier Global Corporation COM 14448C104   382,617 6,660 SH   SOLE   6,660 0 0
Atkore Inc. COM 047649108   2,430,560 15,191 SH   SOLE   15,191 0 0
PepsiCo, Inc. COM 713448108   25,280,694 148,850 SH   SOLE   148,850 0 0
Automatic Data Processing, Inc. COM 053015103   24,714,547 106,085 SH   SOLE   106,085 0 0
Balchem Corporation COM 057665200   291,104 1,957 SH   SOLE   1,957 0 0
TopBuild Corp. COM 89055F103   4,275,172 11,423 SH   SOLE   11,423 0 0
Centene Corporation COM 15135B101   294,243 3,965 SH   SOLE   3,965 0 0
Abbott Laboratories COM 002824100   729,984 6,632 SH   SOLE   6,632 0 0
Addus Homecare Corp COM 006739106   920,144 9,910 SH   SOLE   9,910 0 0
Air Products and Chemicals, Inc. COM 009158106   18,786,260 68,613 SH   SOLE   68,613 0 0
Tractor Supply Company COM 892356106   20,996,267 97,643 SH   SOLE   97,643 0 0
Edwards Lifesciences COM 28176E108   1,309,136 17,169 SH   SOLE   17,169 0 0
Berkshire Hathaway Inc. Class B COM 084670702   1,073,190 3,009 SH   SOLE   3,009 0 0
Alamo Group Inc. COM 011311107   218,387 1,039 SH   SOLE   1,039 0 0
Blackstone Inc. COM 09260D107   79,441,733 606,796 SH   SOLE   606,796 0 0
Emerson Electric Co. COM 291011104   21,254,378 218,374 SH   SOLE   218,374 0 0
Booz Allen Hamilton Holding Corporation COM 099502106   99,480,188 777,736 SH   SOLE   777,736 0 0
Axos Financials, Inc. COM 05465C100   296,587 5,432 SH   SOLE   5,432 0 0
Waste Connections, Inc. COM 94106B101   58,530,110 392,109 SH   SOLE   392,109 0 0
TFI International Inc. COM 87241L109   2,762,162 20,313 SH   SOLE   20,313 0 0
Extra Space Storage Inc. COM 30225T102   21,668,546 135,150 SH   SOLE   135,150 0 0
Republic Services, Inc. COM 760759100   19,717,566 119,566 SH   SOLE   119,566 0 0
Veralto Corp COM 92338C103   253,032 3,076 SH   SOLE   3,076 0 0
iShares Core S&P Smallcap - ETF COM 464287804   453,135 4,186 SH   SOLE   4,186 0 0
Argent Mid Cap ETF COM 02072l839   436,788 14,424 SH   SOLE   14,424 0 0
IShares Russell Mid-cap ETF COM 464287499   5,641,488 72,578 SH   SOLE   72,578 0 0
iShares Core MSCI EAFE ETF COM 46432f842   220,899 3,140 SH   SOLE   3,140 0 0
Schwab US Mid-Cap ETF COM 808524508   394,225 5,234 SH   SOLE   5,234 0 0
Utilities Select Sector SPDR Fund - ETF COM 81369y886   28,324,976 447,260 SH   SOLE   447,260 0 0
Schwab US Dividend Equity ETF COM 808524797   1,489,788 19,569 SH   SOLE   19,569 0 0
SPDR S&P Dividend ETF COM 78464a763   15,141,740 121,163 SH   SOLE   121,163 0 0
Schwab US Large-Cap ETF COM 808524201   6,224,755 110,368 SH   SOLE   110,368 0 0
iShares Core S&P 500 ETF COM 464287200   1,290,556 2,702 SH   SOLE   2,702 0 0