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
Adobe Inc COM 00724F101 19,887 45,685 SH   SOLE N/A 45,685 0 0
Alteryx Inc Cl A COM CL A 02156B103 7,839 47,715 SH   SOLE N/A 47,715 0 0
Amazon.com Inc COM 023135106 33,444 12,122 SH   SOLE N/A 12,122 0 0
Amgen Inc COM 031162100 2,064 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Com CL COM CL A 03768E105 8,506 170,385 SH   SOLE N/A 170,385 0 0
Apple Inc COM 037833100 26,468 72,554 SH   SOLE N/A 72,554 0 0
Bank Nova Scotia Halifax COM 064149107 330 8,000 SH   SOLE N/A 8,000 0 0
Bank of America Corporation COM 060505104 220 9,250 SH   SOLE N/A 9,250 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 535 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 268 1,500 SH   SOLE N/A 1,500 0 0
Bloomin Brands Inc COM 094235108 1,274 119,550 SH   SOLE N/A 119,550 0 0
Check Point Software Tech Ltd ORD M22465104 4,122 38,365 SH   SOLE N/A 38,365 0 0
Chevron Corp COM 166764100 2,054 23,017 SH   SOLE N/A 23,017 0 0
Cisco Systems Inc COM 17275R102 700 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 2,696 60,350 SH   SOLE N/A 60,350 0 0
Constellation Brands Inc Cl A CL A 21036P108 7,341 41,960 SH   SOLE N/A 41,960 0 0
CVS Health Corporation COM 126650100 5,250 80,810 SH   SOLE N/A 80,810 0 0
Cyberark Software Ltd SHS M2682V108 9,532 96,025 SH   SOLE N/A 96,025 0 0
Davita Inc COM 23918K108 281 3,550 SH   SOLE N/A 3,550 0 0
Docusign Inc COM 256163106 5,726 33,250 SH   SOLE N/A 33,250 0 0
Dollar Tree Inc COM 256746108 375 4,050 SH   SOLE N/A 4,050 0 0
Edwards Lifesciences Corp COM 28176E108 11,002 159,195 SH   SOLE N/A 159,195 0 0
Evergy Inc COM 30034W106 5,465 92,175 SH   SOLE N/A 92,175 0 0
Exxon Mobil Corp COM 30231G102 2,996 66,997 SH   SOLE N/A 66,997 0 0
Ford Motor Co COM 345370860 4,282 704,250 SH   SOLE N/A 704,250 0 0
Fortinet Inc COM 34959E109 18,451 134,415 SH   SOLE N/A 134,415 0 0
Genasys Inc Com COM 36872P103 194 40,000 SH   SOLE N/A 40,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 154 15,800 SH   SOLE N/A 15,800 0 0
Hp Inc COM 40434L105 275 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 19,786 59,930 SH   SOLE N/A 59,930 0 0
Illinois Tool Works Inc COM 452308109 219 1,250 SH   SOLE N/A 1,250 0 0
Intel Corp COM 458140100 209 3,500 SH   SOLE N/A 3,500 0 0
Intl FCStone Inc COM 46116V105 687 12,500 SH   SOLE N/A 12,500 0 0
Intuitive Surgical Inc COM NEW 46120E602 17,049 29,920 SH   SOLE N/A 29,920 0 0
Johnson & Johnson COM 478160104 1,482 10,535 SH   SOLE N/A 10,535 0 0
JPMorgan Chase & Co COM 46625H100 4,869 51,770 SH   SOLE N/A 51,770 0 0
Marketaxess Holdings Inc COM 57060D108 13,675 27,300 SH   SOLE N/A 27,300 0 0
MasterCard Inc Cl A CL A 57636Q104 9,984 33,762 SH   SOLE N/A 33,762 0 0
Merck & Co Inc COM 58933Y105 298 3,850 SH   SOLE N/A 3,850 0 0
Microsoft Corp COM 594918104 1,226 6,025 SH   SOLE N/A 6,025 0 0
Morgan Stanley COM NEW 617446448 9,812 203,140 SH   SOLE N/A 203,140 0 0
Msa Safety Inc COM 553498106 343 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 14,516 43,485 SH   SOLE N/A 43,485 0 0
Netflix Inc COM 64110L106 18,668 41,025 SH   SOLE N/A 41,025 0 0
NVIDIA Corp COM 67066G104 15,641 41,170 SH   SOLE N/A 41,170 0 0
OGE Energy Corp COM 670837103 4,655 153,340 SH   SOLE N/A 153,340 0 0
ONEOK Inc COM 682680103 7,366 221,732 SH   SOLE N/A 221,732 0 0
Palo Alto Networks Inc COM 697435105 1,148 5,000 SH   SOLE N/A 5,000 0 0
Paycom Software Inc COM 70432V102 30,281 97,765 SH   SOLE N/A 97,765 0 0
Paypal Holdings Inc COM 70450Y103 11,415 65,515 SH   SOLE N/A 65,515 0 0
Performance Food Group Co COM 71377A103 4,032 138,375 SH   SOLE N/A 138,375 0 0
Pfizer Inc COM 717081103 903 27,601 SH   SOLE N/A 27,601 0 0
Phillips 66 COM 718546104 8,287 115,255 SH   SOLE N/A 115,255 0 0
Progress Software Corp COM 743312100 575 14,850 SH   SOLE N/A 14,850 0 0
Qualys Inc COM 74758T303 889 8,550 SH   SOLE N/A 8,550 0 0
Raytheon Technologies Corp COM 75513E101 2,700 43,825 SH   SOLE N/A 43,825 0 0
Roku Inc Cl A COM CL A 77543R102 320 2,750 SH   SOLE N/A 2,750 0 0
Roper Industries Inc COM 776696106 4,432 11,415 SH   SOLE N/A 11,415 0 0
Salesforce.com Inc COM 79466L302 16,293 86,974 SH   SOLE N/A 86,974 0 0
Southwest Airlines Co COM 844741108 547 16,000 SH   SOLE N/A 16,000 0 0
T-Mobile US Inc COM 872590104 3,422 32,860 SH   SOLE N/A 32,860 0 0
Target Corp COM 87612E106 260 2,165 SH   SOLE N/A 2,165 0 0
Teladoc Inc COM 87918A105 27,686 145,075 SH   SOLE N/A 145,075 0 0
TJX Cos Inc COM 872540109 534 10,565 SH   SOLE N/A 10,565 0 0
Ulta Salon Cosmetics & Fragran COM 90384S303 3,595 17,675 SH   SOLE N/A 17,675 0 0
UnitedHealth Group Inc COM 91324P102 9,170 31,090 SH   SOLE N/A 31,090 0 0
Verizon Communications Inc COM 92343V104 2,843 51,564 SH   SOLE N/A 51,564 0 0
Wal Mart Stores Inc COM 931142103 3,543 29,580 SH   SOLE N/A 29,580 0 0
Werner Enterprises Inc COM 950755108 6,101 140,165 SH   SOLE N/A 140,165 0 0
West Pharmaceutical Svsc Inc COM 955306105 682 3,000 SH   SOLE N/A 3,000 0 0
Western Digital Corp COM 958102105 5,868 132,900 SH   SOLE N/A 132,900 0 0
Williams Cos Inc COM 969457100 2,282 120,000 SH   SOLE N/A 120,000 0 0
Wynn Resorts Ltd COM 983134107 5,600 75,180 SH   SOLE N/A 75,180 0 0
Alibaba Group Holding Ltd Sp A SPONSORED ADS 01609W102 8,322 38,580 SH   SOLE N/A 38,580 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 5,927 98,490 SH   SOLE N/A 98,490 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 288 1,500 SH   SOLE N/A 1,500 0 0
BlackRock Corp High Yield Fund COM 09255P107 2,883 283,500 SH   SOLE N/A 283,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 210 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 214 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 7,988 293,260 SH   SOLE N/A 293,260 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 3,367 81,900 SH   SOLE N/A 81,900 0 0
Enterprise Products Partners L COM 293792107 4,550 250,400 SH   SOLE N/A 250,400 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 7,452 172,615 SH   SOLE N/A 172,615 0 0
Sunoco LP COM UT REP LP 86765K109 7,275 318,650 SH   SOLE N/A 318,650 0 0
American Tower REIT COM 03027X100 5,372 20,780 SH   SOLE N/A 20,780 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 4,369 181,375 SH   SOLE N/A 181,375 0 0
Public Storage COM 74460D109 254 1,325 SH   SOLE N/A 1,325 0 0