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 22,338 45,547 SH   SOLE N/A 45,547 0 0
Alphabet Inc Cap Stock Cl C CAP STK CL C 02079K107 367 250 SH   SOLE N/A 250 0 0
Alteryx Inc Cl A COM CL A 02156B103 4,998 44,015 SH   SOLE N/A 44,015 0 0
Amazon.com Inc COM 023135106 37,572 11,932 SH   SOLE N/A 11,932 0 0
Amgen Inc COM 031162100 2,224 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Com CL COM CL A 03768E105 7,645 170,835 SH   SOLE N/A 170,835 0 0
Apple Inc COM 037833100 33,124 286,021 SH   SOLE N/A 286,021 0 0
Bank Nova Scotia Halifax COM 064149107 332 8,000 SH   SOLE N/A 8,000 0 0
Bank of America Corporation COM 060505104 223 9,250 SH   SOLE N/A 9,250 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 640 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 319 1,500 SH   SOLE N/A 1,500 0 0
Bloomin Brands Inc COM 094235108 2,197 143,850 SH   SOLE N/A 143,850 0 0
Check Point Software Tech Ltd ORD M22465104 4,563 37,915 SH   SOLE N/A 37,915 0 0
Chevron Corp COM 166764100 1,657 23,017 SH   SOLE N/A 23,017 0 0
Cisco Systems Inc COM 17275R102 591 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 2,979 60,350 SH   SOLE N/A 60,350 0 0
Constellation Brands Inc Cl A CL A 21036P108 7,988 42,150 SH   SOLE N/A 42,150 0 0
CVS Health Corporation COM 126650100 4,518 77,360 SH   SOLE N/A 77,360 0 0
Cyberark Software Ltd SHS M2682V108 9,931 96,030 SH   SOLE N/A 96,030 0 0
Davita Inc COM 23918K108 304 3,550 SH   SOLE N/A 3,550 0 0
DexCom Inc COM 252131107 309 750 SH   SOLE N/A 750 0 0
Docusign Inc COM 256163106 7,508 34,880 SH   SOLE N/A 34,880 0 0
Dollar General Corp COM 256677105 707 3,375 SH   SOLE N/A 3,375 0 0
Edwards Lifesciences Corp COM 28176E108 12,717 159,315 SH   SOLE N/A 159,315 0 0
Evergy Inc COM 30034W106 4,522 88,975 SH   SOLE N/A 88,975 0 0
Exxon Mobil Corp COM 30231G102 2,170 63,197 SH   SOLE N/A 63,197 0 0
Fortinet Inc COM 34959E109 15,411 130,810 SH   SOLE N/A 130,810 0 0
Genasys Inc Com COM 36872P103 246 40,000 SH   SOLE N/A 40,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 171 18,300 SH   SOLE N/A 18,300 0 0
Hp Inc COM 40434L105 300 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 23,445 59,640 SH   SOLE N/A 59,640 0 0
Illinois Tool Works Inc COM 452308109 242 1,250 SH   SOLE N/A 1,250 0 0
Intuitive Surgical Inc COM NEW 46120E602 21,137 29,790 SH   SOLE N/A 29,790 0 0
Johnson & Johnson COM 478160104 1,568 10,535 SH   SOLE N/A 10,535 0 0
JPMorgan Chase & Co COM 46625H100 5,279 54,835 SH   SOLE N/A 54,835 0 0
Marketaxess Holdings Inc COM 57060D108 13,063 27,125 SH   SOLE N/A 27,125 0 0
Marriott Intl Inc Cl A CL A 571903202 1,072 11,575 SH   SOLE N/A 11,575 0 0
MasterCard Inc Cl A CL A 57636Q104 11,357 33,582 SH   SOLE N/A 33,582 0 0
Merck & Co Inc COM 58933Y105 319 3,850 SH   SOLE N/A 3,850 0 0
Microsoft Corp COM 594918104 1,267 6,025 SH   SOLE N/A 6,025 0 0
Morgan Stanley COM NEW 617446448 9,837 203,455 SH   SOLE N/A 203,455 0 0
Msa Safety Inc COM 553498106 403 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 15,482 43,395 SH   SOLE N/A 43,395 0 0
Netflix Inc COM 64110L106 20,379 40,755 SH   SOLE N/A 40,755 0 0
NVIDIA Corp COM 67066G104 21,879 40,425 SH   SOLE N/A 40,425 0 0
OGE Energy Corp COM 670837103 4,657 155,290 SH   SOLE N/A 155,290 0 0
ONEOK Inc COM 682680103 5,735 220,732 SH   SOLE N/A 220,732 0 0
Palo Alto Networks Inc COM 697435105 1,224 5,000 SH   SOLE N/A 5,000 0 0
Paychex Inc COM 704326107 209 2,625 SH   SOLE N/A 2,625 0 0
Paycom Software Inc COM 70432V102 30,072 96,600 SH   SOLE N/A 96,600 0 0
Paypal Holdings Inc COM 70450Y103 12,890 65,420 SH   SOLE N/A 65,420 0 0
Peloton Interactive Inc Cl A CL A COM 70614W100 1,982 19,975 SH   SOLE N/A 19,975 0 0
Pfizer Inc COM 717081103 1,031 28,101 SH   SOLE N/A 28,101 0 0
Phillips 66 COM 718546104 6,103 117,730 SH   SOLE N/A 117,730 0 0
Progress Software Corp COM 743312100 545 14,850 SH   SOLE N/A 14,850 0 0
Qualys Inc COM 74758T303 833 8,500 SH   SOLE N/A 8,500 0 0
Raytheon Technologies Corp COM 75513E101 2,846 49,465 SH   SOLE N/A 49,465 0 0
Roku Inc Cl A COM CL A 77543R102 519 2,750 SH   SOLE N/A 2,750 0 0
Roper Industries Inc COM 776696106 4,528 11,460 SH   SOLE N/A 11,460 0 0
Salesforce.com Inc COM 79466L302 21,827 86,849 SH   SOLE N/A 86,849 0 0
Southwest Airlines Co COM 844741108 600 16,000 SH   SOLE N/A 16,000 0 0
Stonex Group Inc COM 861896108 639 12,500 SH   SOLE N/A 12,500 0 0
T-Mobile US Inc COM 872590104 3,796 33,195 SH   SOLE N/A 33,195 0 0
Target Corp COM 87612E106 341 2,165 SH   SOLE N/A 2,165 0 0
Teladoc Inc COM 87918A105 31,411 143,270 SH   SOLE N/A 143,270 0 0
TJX Cos Inc COM 872540109 556 10,000 SH   SOLE N/A 10,000 0 0
Ulta Salon Cosmetics & Fragran COM 90384S303 3,908 17,450 SH   SOLE N/A 17,450 0 0
UnitedHealth Group Inc COM 91324P102 9,682 31,055 SH   SOLE N/A 31,055 0 0
Verizon Communications Inc COM 92343V104 3,062 51,464 SH   SOLE N/A 51,464 0 0
Wal Mart Stores Inc COM 931142103 4,158 29,720 SH   SOLE N/A 29,720 0 0
Werner Enterprises Inc COM 950755108 5,982 142,470 SH   SOLE N/A 142,470 0 0
West Pharmaceutical Svsc Inc COM 955306105 825 3,000 SH   SOLE N/A 3,000 0 0
Western Digital Corp COM 958102105 4,791 131,075 SH   SOLE N/A 131,075 0 0
Williams Cos Inc COM 969457100 2,358 120,000 SH   SOLE N/A 120,000 0 0
WPX Energy Inc COM 98212B103 163 33,340 SH   SOLE N/A 33,340 0 0
Wynn Resorts Ltd COM 983134107 5,414 75,395 SH   SOLE N/A 75,395 0 0
Alibaba Group Holding Ltd Sp A SPONSORED ADS 01609W102 11,112 37,800 SH   SOLE N/A 37,800 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 7,737 99,690 SH   SOLE N/A 99,690 0 0
Invesco QQQ Tr Unit Ser 1 UNIT SER 1 46090E103 208 750 SH   SOLE N/A 750 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 325 1,500 SH   SOLE N/A 1,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 201 600 SH   SOLE N/A 600 0 0
BlackRock Corp High Yield Fund COM 09255P107 3,006 281,500 SH   SOLE N/A 281,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 218 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 223 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 7,916 292,735 SH   SOLE N/A 292,735 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 3,842 80,675 SH   SOLE N/A 80,675 0 0
Enterprise Products Partners L COM 293792107 3,991 252,725 SH   SOLE N/A 252,725 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 5,757 168,335 SH   SOLE N/A 168,335 0 0
Sunoco LP COM UT REP LP 86765K109 7,588 311,100 SH   SOLE N/A 311,100 0 0
American Tower REIT COM 03027X100 5,055 20,910 SH   SOLE N/A 20,910 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 3,919 178,375 SH   SOLE N/A 178,375 0 0
Public Storage COM 74460D109 295 1,325 SH   SOLE N/A 1,325 0 0