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 21,661 43,312 SH   SOLE N/A 43,312 0 0
Alphabet Inc Cap Stock Cl C CAP STK CL C 02079K107 438 250 SH   SOLE N/A 250 0 0
Alteryx Inc Cl A COM CL A 02156B103 6,457 53,015 SH   SOLE N/A 53,015 0 0
Amazon.com Inc COM 023135106 37,193 11,419 SH   SOLE N/A 11,419 0 0
Amgen Inc COM 031162100 2,012 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Com CL COM CL A 03768E105 8,598 175,535 SH   SOLE N/A 175,535 0 0
Apple Inc COM 037833100 37,876 285,446 SH   SOLE N/A 285,446 0 0
Bank Nova Scotia Halifax COM 064149107 432 8,000 SH   SOLE N/A 8,000 0 0
Bank of America Corporation COM 060505104 280 9,250 SH   SOLE N/A 9,250 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 696 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 348 1,500 SH   SOLE N/A 1,500 0 0
Bloomin Brands Inc COM 094235108 3,622 186,525 SH   SOLE N/A 186,525 0 0
Boeing Co COM 097023105 214 1,000 SH   SOLE N/A 1,000 0 0
Caseys General Stores Inc COM 147528103 739 4,140 SH   SOLE N/A 4,140 0 0
Check Point Software Tech Ltd ORD M22465104 5,039 37,915 SH   SOLE N/A 37,915 0 0
Chevron Corp COM 166764100 1,769 20,942 SH   SOLE N/A 20,942 0 0
Cisco Systems Inc COM 17275R102 671 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 3,172 57,850 SH   SOLE N/A 57,850 0 0
Constellation Brands Inc Cl A CL A 21036P108 9,364 42,750 SH   SOLE N/A 42,750 0 0
CVS Health Corporation COM 126650100 5,132 75,135 SH   SOLE N/A 75,135 0 0
Cyberark Software Ltd SHS M2682V108 15,663 96,930 SH   SOLE N/A 96,930 0 0
Davita Inc COM 23918K108 417 3,550 SH   SOLE N/A 3,550 0 0
DexCom Inc COM 252131107 277 750 SH   SOLE N/A 750 0 0
Docusign Inc COM 256163106 8,475 38,125 SH   SOLE N/A 38,125 0 0
Dollar General Corp COM 256677105 710 3,375 SH   SOLE N/A 3,375 0 0
Draftkings Inc Cl A COM CL A 26142R104 3,014 64,725 SH   SOLE N/A 64,725 0 0
Edwards Lifesciences Corp COM 28176E108 14,657 160,665 SH   SOLE N/A 160,665 0 0
Evergy Inc COM 30034W106 5,110 92,050 SH   SOLE N/A 92,050 0 0
Exxon Mobil Corp COM 30231G102 2,558 62,047 SH   SOLE N/A 62,047 0 0
Fortinet Inc COM 34959E109 19,375 130,445 SH   SOLE N/A 130,445 0 0
Genasys Inc Com COM 36872P103 261 40,000 SH   SOLE N/A 40,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 187 15,800 SH   SOLE N/A 15,800 0 0
Hp Inc COM 40434L105 389 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 28,208 56,430 SH   SOLE N/A 56,430 0 0
Illinois Tool Works Inc COM 452308109 255 1,250 SH   SOLE N/A 1,250 0 0
Intuitive Surgical Inc COM NEW 46120E602 22,813 27,885 SH   SOLE N/A 27,885 0 0
Johnson & Johnson COM 478160104 1,658 10,535 SH   SOLE N/A 10,535 0 0
JPMorgan Chase & Co COM 46625H100 7,740 60,910 SH   SOLE N/A 60,910 0 0
Marketaxess Holdings Inc COM 57060D108 14,678 25,725 SH   SOLE N/A 25,725 0 0
Marriott Intl Inc Cl A CL A 571903202 2,540 19,255 SH   SOLE N/A 19,255 0 0
MasterCard Inc Cl A CL A 57636Q104 12,258 34,342 SH   SOLE N/A 34,342 0 0
Merck & Co Inc COM 58933Y105 315 3,850 SH   SOLE N/A 3,850 0 0
Microsoft Corp COM 594918104 1,340 6,025 SH   SOLE N/A 6,025 0 0
Morgan Stanley COM NEW 617446448 14,289 208,505 SH   SOLE N/A 208,505 0 0
Msa Safety Inc COM 553498106 448 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 19,509 43,690 SH   SOLE N/A 43,690 0 0
Netflix Inc COM 64110L106 22,205 41,065 SH   SOLE N/A 41,065 0 0
NVIDIA Corp COM 67066G104 21,045 40,300 SH   SOLE N/A 40,300 0 0
OGE Energy Corp COM 670837103 5,695 178,740 SH   SOLE N/A 178,740 0 0
ONEOK Inc COM 682680103 8,629 224,832 SH   SOLE N/A 224,832 0 0
Palo Alto Networks Inc COM 697435105 1,777 5,000 SH   SOLE N/A 5,000 0 0
Paychex Inc COM 704326107 245 2,625 SH   SOLE N/A 2,625 0 0
Paycom Software Inc COM 70432V102 40,965 90,580 SH   SOLE N/A 90,580 0 0
Paypal Holdings Inc COM 70450Y103 15,749 67,245 SH   SOLE N/A 67,245 0 0
Peloton Interactive Inc Cl A CL A COM 70614W100 3,600 23,730 SH   SOLE N/A 23,730 0 0
Penn Natl Gaming Inc COM 707569109 4,921 56,980 SH   SOLE N/A 56,980 0 0
PepsiCo Inc COM 713448108 214 1,440 SH   SOLE N/A 1,440 0 0
Pfizer Inc COM 717081103 1,042 28,315 SH   SOLE N/A 28,315 0 0
Phillips 66 COM 718546104 7,957 113,775 SH   SOLE N/A 113,775 0 0
Pinterest Inc Cl A CL A 72352L106 208 3,150 SH   SOLE N/A 3,150 0 0
Progress Software Corp COM 743312100 671 14,850 SH   SOLE N/A 14,850 0 0
Qualys Inc COM 74758T303 1,188 9,750 SH   SOLE N/A 9,750 0 0
Raytheon Technologies Corp COM 75513E101 4,351 60,850 SH   SOLE N/A 60,850 0 0
Roku Inc Cl A COM CL A 77543R102 913 2,750 SH   SOLE N/A 2,750 0 0
Roper Industries Inc COM 776696106 5,070 11,760 SH   SOLE N/A 11,760 0 0
Salesforce.com Inc COM 79466L302 18,386 82,624 SH   SOLE N/A 82,624 0 0
Southwest Airlines Co COM 844741108 746 16,000 SH   SOLE N/A 16,000 0 0
Stoneridge Inc COM 86183P102 213 7,052 SH   SOLE N/A 7,052 0 0
Stonex Group Inc COM 861896108 724 12,500 SH   SOLE N/A 12,500 0 0
T-Mobile US Inc COM 872590104 5,346 39,645 SH   SOLE N/A 39,645 0 0
Target Corp COM 87612E106 382 2,165 SH   SOLE N/A 2,165 0 0
Teladoc Inc COM 87918A105 27,576 137,910 SH   SOLE N/A 137,910 0 0
Tesla Motors Inc COM 88160R101 5,525 7,830 SH   SOLE N/A 7,830 0 0
TJX Cos Inc COM 872540109 683 10,000 SH   SOLE N/A 10,000 0 0
Ulta Salon Cosmetics & Fragran COM 90384S303 5,116 17,815 SH   SOLE N/A 17,815 0 0
UnitedHealth Group Inc COM 91324P102 11,017 31,415 SH   SOLE N/A 31,415 0 0
Verizon Communications Inc COM 92343V104 3,182 54,164 SH   SOLE N/A 54,164 0 0
Wal Mart Stores Inc COM 931142103 5,135 35,620 SH   SOLE N/A 35,620 0 0
Werner Enterprises Inc COM 950755108 5,736 146,245 SH   SOLE N/A 146,245 0 0
West Pharmaceutical Svsc Inc COM 955306105 850 3,000 SH   SOLE N/A 3,000 0 0
Williams Cos Inc COM 969457100 2,406 120,000 SH   SOLE N/A 120,000 0 0
WPX Energy Inc COM 98212B103 272 33,340 SH   SOLE N/A 33,340 0 0
Wynn Resorts Ltd COM 983134107 8,573 75,980 SH   SOLE N/A 75,980 0 0
Alibaba Group Holding Ltd Sp A SPONSORED ADS 01609W102 8,800 37,810 SH   SOLE N/A 37,810 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 9,121 103,765 SH   SOLE N/A 103,765 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 362 1,500 SH   SOLE N/A 1,500 0 0
SPDR Dow Jones Industrial Avrg UT SER 1 78467X109 231 755 SH   SOLE N/A 755 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 224 600 SH   SOLE N/A 600 0 0
BlackRock Corp High Yield Fund COM 09255P107 3,218 281,500 SH   SOLE N/A 281,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 231 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 225 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 9,997 296,035 SH   SOLE N/A 296,035 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 4,050 81,975 SH   SOLE N/A 81,975 0 0
Enterprise Products Partners L COM 293792107 4,832 246,675 SH   SOLE N/A 246,675 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 7,211 169,910 SH   SOLE N/A 169,910 0 0
Sunoco LP COM UT REP LP 86765K109 8,964 311,450 SH   SOLE N/A 311,450 0 0
American Tower REIT COM 03027X100 4,860 21,650 SH   SOLE N/A 21,650 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 4,993 181,375 SH   SOLE N/A 181,375 0 0
Public Storage COM 74460D109 306 1,325 SH   SOLE N/A 1,325 0 0