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 (Schwab cusip) COM 084990175   634,440 100 SH   SOLE   100 0 0
Abbott Laboratories COM 002824100   753,793 6,632 SH   SOLE   6,632 0 0
AbbVie Inc. COM 00287Y109   86,641,775 475,792 SH   SOLE   475,792 0 0
Accenture plc COM G1151C101   29,669,657 85,600 SH   SOLE   85,600 0 0
Addus Homecare Corp COM 006739106   2,544,748 24,625 SH   SOLE   24,625 0 0
Adobe Inc. COM 00724F101   388,542 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc. COM 00790R104   3,531,609 20,504 SH   SOLE   20,504 0 0
Agilent Technologies, Inc. COM 00846U101   4,194,471 28,826 SH   SOLE   28,826 0 0
Alamo Group Inc. COM 011311107   271,028 1,187 SH   SOLE   1,187 0 0
Alarm.com Holdings, Inc. COM 011642105   200,959 2,773 SH   SOLE   2,773 0 0
Align Technology Inc COM 016255101   44,777,148 136,549 SH   SOLE   136,549 0 0
Alphabet Inc. Class A COM 02079K305   114,488,253 758,552 SH   SOLE   758,552 0 0
Alphabet Inc. Class C COM 02079K107   2,550,355 16,750 SH   SOLE   16,750 0 0
Amazon.com, Inc. COM 023135106   189,942,305 1,053,012 SH   SOLE   1,053,012 0 0
American Finacial Group, Inc. COM 025932104   3,770,942 27,630 SH   SOLE   27,630 0 0
Ameriprise Financial, Inc. COM 03076C106   22,460,524 51,228 SH   SOLE   51,228 0 0
AMETEK, Inc. COM 031100100   3,715,065 20,312 SH   SOLE   20,312 0 0
Amgen Inc. COM 031162100   19,928,615 70,092 SH   SOLE   70,092 0 0
Analog Devices, Inc. COM 032654105   523,748 2,648 SH   SOLE   2,648 0 0
Apple Inc. COM 037833100   118,144,805 688,971 SH   SOLE   688,971 0 0
Applied Materials, Inc. COM 038222105   110,029,363 533,527 SH   SOLE   533,527 0 0
Argent Mid Cap ETF COM 02072l839   600,702 17,549 SH   SOLE   17,549 0 0
Asbury Automotive Group, Inc. COM 043436104   2,720,901 11,540 SH   SOLE   11,540 0 0
ASGN Incorporated COM 00191U102   686,073 6,549 SH   SOLE   6,549 0 0
Aspen Technology, Inc. COM 29109X106   2,570,237 12,051 SH   SOLE   12,051 0 0
Atkore Inc. COM 047649108   263,458 1,384 SH   SOLE   1,384 0 0
Automatic Data Processing, Inc. COM 053015103   25,872,788 103,599 SH   SOLE   103,599 0 0
Axos Financials, Inc. COM 05465C100   324,186 5,999 SH   SOLE   5,999 0 0
Balchem Corporation COM 057665200   347,863 2,245 SH   SOLE   2,245 0 0
Bank of New York Mellon Corp COM 064058100   419,474 7,280 SH   SOLE   7,280 0 0
BellRing Brands, Inc. COM 07831C103   44,192,161 748,639 SH   SOLE   748,639 0 0
Berkshire Hathaway Inc. Class B COM 084670702   1,189,651 2,829 SH   SOLE   2,829 0 0
BlackRock, Inc. COM 09247X101   24,348,562 29,205 SH   SOLE   29,205 0 0
Blackstone Inc. COM 09260D107   77,538,715 590,232 SH   SOLE   590,232 0 0
Booz Allen Hamilton Holding Corporation COM 099502106   112,101,493 755,197 SH   SOLE   755,197 0 0
Builders FirstSource, Inc. COM 12008R107   9,140,538 43,829 SH   SOLE   43,829 0 0
Carlisle Companies, Inc. COM 142339100   270,377 690 SH   SOLE   690 0 0
Carrier Global Corporation COM 14448C104   387,146 6,660 SH   SOLE   6,660 0 0
CBIZ, Inc. COM 124805102   4,000,203 50,958 SH   SOLE   50,958 0 0
CDW Corporation COM 12514G108   104,225,677 407,482 SH   SOLE   407,482 0 0
Centene Corporation COM 15135B101   268,009 3,415 SH   SOLE   3,415 0 0
Charles River Laboratories Intl, Inc. COM 159864107   39,897,929 147,252 SH   SOLE   147,252 0 0
Cheniere Energy, Inc COM 16411R208   2,158,733 13,385 SH   SOLE   13,385 0 0
Chesapeake Utilities Corp COM 165303108   214,171 1,996 SH   SOLE   1,996 0 0
Chevron Corporation COM 166764100   28,816,490 182,683 SH   SOLE   182,683 0 0
Cintas Corporation COM 172908105   4,990,586 7,264 SH   SOLE   7,264 0 0
Cisco Systems, Inc. COM 17275R102   237,073 4,750 SH   SOLE   4,750 0 0
Coca-Cola COM 191216100   630,766 10,310 SH   SOLE   10,310 0 0
Colliers International Group Inc. COM 194693107   3,269,653 26,750 SH   SOLE   26,750 0 0
Copart, Inc. COM 217204106   87,554,942 1,511,653 SH   SOLE   1,511,653 0 0
Costco Wholesale Corporation COM 22160K105   2,289,469 3,125 SH   SOLE   3,125 0 0
D.R. Horton, Inc. COM 23331A109   98,201,149 596,786 SH   SOLE   596,786 0 0
Danaher Corporation COM 235851102   99,649,812 399,046 SH   SOLE   399,046 0 0
Eaton Corporation plc COM G29183103   41,864,980 133,891 SH   SOLE   133,891 0 0
Edwards Lifesciences COM 28176E108   1,629,871 17,056 SH   SOLE   17,056 0 0
Emerson Electric Co. COM 291011104   748,572 6,600 SH   SOLE   6,600 0 0
EnPro Inc. COM 29355X107   261,931 1,552 SH   SOLE   1,552 0 0
Entegris, Inc. COM 29362U104   3,791,207 26,976 SH   SOLE   26,976 0 0
Envestnet, Inc. COM 29404K106   367,034 6,338 SH   SOLE   6,338 0 0
ePlus, Inc. COM 294268107   618,974 7,881 SH   SOLE   7,881 0 0
Estee Lauder COM 518439104   308,300 2,000 SH   SOLE   2,000 0 0
Exponent, Inc. COM 30214U102   1,700,933 20,570 SH   SOLE   20,570 0 0
Extra Space Storage Inc. COM 30225T102   19,516,381 132,765 SH   SOLE   132,765 0 0
Exxon Mobil Corp COM 30231G102   859,048 7,390 SH   SOLE   7,390 0 0
Factset Research Systems, Inc. COM 303075105   999,658 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   68,892,249 55,131 SH   SOLE   55,131 0 0
Ferguson PLC COM G3421J106   35,797,844 163,887 SH   SOLE   163,887 0 0
FirstService Corporation COM 33767E202   4,047,510 24,412 SH   SOLE   24,412 0 0
Fortinet, Inc. COM 34959E109   43,856,318 642,019 SH   SOLE   642,019 0 0
Garmin Ltd. COM H2906T109   27,813,810 186,833 SH   SOLE   186,833 0 0
Gartner, Inc COM 366651107   3,704,679 7,772 SH   SOLE   7,772 0 0
General Mills, Inc. COM 370334104   266,586 3,810 SH   SOLE   3,810 0 0
Glacier Bancorp, Inc. COM 37637Q105   273,219 6,783 SH   SOLE   6,783 0 0
Green Brick Partners Inc. COM 392709101   712,220 11,825 SH   SOLE   11,825 0 0
Hamilton Lane Incorporated COM 407497106   595,260 5,279 SH   SOLE   5,279 0 0
HCA Healthcare, Inc. COM 40412C101   4,063,396 12,183 SH   SOLE   12,183 0 0
Herc Holdings, Inc. COM 42704L104   453,064 2,692 SH   SOLE   2,692 0 0
Honeywell International Inc. COM 438516106   1,572,215 7,660 SH   SOLE   7,660 0 0
Houlihan Lokey, Inc. COM 441593100   31,229,346 243,618 SH   SOLE   243,618 0 0
I3 Verticals, LLC COM 46571Y107   200,402 8,755 SH   SOLE   8,755 0 0
ICF International Inc. COM 44925C103   3,747,072 24,876 SH   SOLE   24,876 0 0
Intercontinental Exchange COM 45866F104   893,295 6,500 SH   SOLE   6,500 0 0
iShares Core MSCI EAFE ETF COM 46432f842   322,115 4,340 SH   SOLE   4,340 0 0
iShares Core S&P 500 ETF COM 464287200   590,921 1,124 SH   SOLE   1,124 0 0
iShares Core S&P Smallcap - ETF COM 464287804   462,637 4,186 SH   SOLE   4,186 0 0
Johnson & Johnson COM 478160104   979,394 6,191 SH   SOLE   6,191 0 0
JPMorgan Chase & Co. COM 46625H100   50,245,926 250,853 SH   SOLE   250,853 0 0
Lockheed Martin Corporation COM 539830109   222,886 490 SH   SOLE   490 0 0
Lowe's Companies Inc. COM 548661107   341,338 1,340 SH   SOLE   1,340 0 0
LPL Financial Holdings Inc. COM 50212V100   858,650 3,250 SH   SOLE   3,250 0 0
Madison Square Garden Sports Corp COM 55825T103   216,996 1,176 SH   SOLE   1,176 0 0
Magnolia Oil & Gas Corporation COM 559663109   481,736 18,564 SH   SOLE   18,564 0 0
Marathon Oil Corp. COM 565849106   2,481,535 87,563 SH   SOLE   87,563 0 0
Marvell Technology, Inc. COM 573874104   56,296,356 794,249 SH   SOLE   794,249 0 0
Mastercard Incorporated COM 57636Q104   115,148,531 239,111 SH   SOLE   239,111 0 0
Medpace Holdings, Inc. COM 58506Q109   6,405,778 15,850 SH   SOLE   15,850 0 0
Merck & Co, Inc. COM 58933Y105   1,377,558 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104   221,802,008 527,196 SH   SOLE   527,196 0 0
Molina Healthcare, Inc. COM 60855R100   3,461,243 8,425 SH   SOLE   8,425 0 0
Monster Beverage Corporation COM 61174X109   39,779,844 671,050 SH   SOLE   671,050 0 0
Murphy USA Inc. COM 626755102   2,680,365 6,394 SH   SOLE   6,394 0 0
NextEra Energy, Inc. COM 65339F101   40,592,624 635,153 SH   SOLE   635,153 0 0
Nike Inc, Cl. B COM 654106103   582,676 6,200 SH   SOLE   6,200 0 0
NVIDIA Corporation COM 67066G104   6,022,227 6,665 SH   SOLE   6,665 0 0
O'Reilly Automotive, Inc. COM 67103H107   49,914,558 44,216 SH   SOLE   44,216 0 0
OneMain Holdings, Inc. COM 68268W103   25,729,588 503,613 SH   SOLE   503,613 0 0
Oracle Corporation COM 68389X105   21,042,222 167,520 SH   SOLE   167,520 0 0
Packaging Corp. of America COM 695156109   244,816 1,290 SH   SOLE   1,290 0 0
Palo Alto Networks, Inc. COM 697435105   511,434 1,800 SH   SOLE   1,800 0 0
Patrick Industries, Inc. COM 703343103   2,102,791 17,601 SH   SOLE   17,601 0 0
PepsiCo, Inc. COM 713448108   25,692,584 146,806 SH   SOLE   146,806 0 0
Pioneer Natural Resources Co. COM 723787107   80,608,561 307,080 SH   SOLE   307,080 0 0
Pool Corporation COM 73278L105   15,879,793 39,355 SH   SOLE   39,355 0 0
Post Holdings, Inc. COM 737446104   375,487 3,533 SH   SOLE   3,533 0 0
QUALCOMM Incorporated COM 747525103   253,950 1,500 SH   SOLE   1,500 0 0
Qualys, Inc. COM 74758T303   339,080 2,032 SH   SOLE   2,032 0 0
Raytheon Technologies Corp. COM 75513E101   649,550 6,660 SH   SOLE   6,660 0 0
RBC Bearings Incorporated COM 75524B104   553,136 2,046 SH   SOLE   2,046 0 0
Republic Services, Inc. COM 760759100   22,396,981 116,992 SH   SOLE   116,992 0 0
RLI Corp COM 749607107   761,503 5,129 SH   SOLE   5,129 0 0
Schwab US Large-Cap ETF COM 808524201   421,387 6,790 SH   SOLE   6,790 0 0
Select Medical Holdings Corporation COM 81619Q105   469,044 15,557 SH   SOLE   15,557 0 0
Service Corporation International COM 817565104   2,388,597 32,187 SH   SOLE   32,187 0 0
Skyline Champion Corporation COM 830830105   802,069 9,435 SH   SOLE   9,435 0 0
Starbucks Corp COM 855244109   627,392 6,865 SH   SOLE   6,865 0 0
Target Corporation COM 87612E106   619,362 3,495 SH   SOLE   3,495 0 0
Tempur Sealy International Inc. COM 88023U101   3,689,891 64,940 SH   SOLE   64,940 0 0
Texas Instruments Incorporated COM 882508104   17,955,371 103,067 SH   SOLE   103,067 0 0
TFI International Inc. COM 87241L109   28,927,160 181,407 SH   SOLE   181,407 0 0
The Carlyle Group Inc. COM 14316J108   97,795,654 2,084,751 SH   SOLE   2,084,751 0 0
The Descartes Systems Group Inc. COM 249906108   4,025,306 43,978 SH   SOLE   43,978 0 0
The Home Depot, Inc. COM 437076102   55,445,780 144,541 SH   SOLE   144,541 0 0
The Procter & Gamble Company COM 742718109   15,163,920 93,460 SH   SOLE   93,460 0 0
The Progressive Corporation COM 743315103   54,347,746 262,778 SH   SOLE   262,778 0 0
The Walt Disney Company COM 254687106   573,257 4,685 SH   SOLE   4,685 0 0
Thermo Fisher Scientific, Inc. COM 883556102   23,410,015 40,278 SH   SOLE   40,278 0 0
Thomson Reuters Corporation COM 884903808   16,458,100 105,616 SH   SOLE   105,616 0 0
TJX Co. COM 872540109   273,834 2,700 SH   SOLE   2,700 0 0
TopBuild Corp. COM 89055F103   5,060,462 11,482 SH   SOLE   11,482 0 0
Tractor Supply Company COM 892356106   24,904,116 95,156 SH   SOLE   95,156 0 0
Trane Technologies plc COM G8994E103   1,775,683 5,915 SH   SOLE   5,915 0 0
TransDigm Group Incorporated COM 893641100   75,909,666 61,635 SH   SOLE   61,635 0 0
UFP Industries, Inc. COM 90278Q108   631,410 5,133 SH   SOLE   5,133 0 0
Union Pacific Corporation COM 907818108   259,026 1,053 SH   SOLE   1,053 0 0
United Rentals, Inc. COM 911363109   120,743,625 167,441 SH   SOLE   167,441 0 0
UnitedHealth Group, Incorporated COM 91324P102   91,958,580 185,888 SH   SOLE   185,888 0 0
Victory Capital Holdings, Inc. COM 92645B103   3,983,074 93,874 SH   SOLE   93,874 0 0
Visa Inc. COM 92826C839   77,062,181 276,129 SH   SOLE   276,129 0 0
Walmart, Inc. COM 931142103   1,908,893 31,725 SH   SOLE   31,725 0 0
Waste Connections, Inc. COM 94106B101   65,407,722 380,255 SH   SOLE   380,255 0 0
Yum! Brands COM 988498101   623,925 4,500 SH   SOLE   4,500 0 0