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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Inc COM 00724F101 21,408 45,035 SH   SOLE N/A 45,035 0 0
Alphabet Inc Cap Stock Cl C CAP STK CL C 02079K107 517 250 SH   SOLE N/A 250 0 0
Alteryx Inc Cl A COM CL A 02156B103 4,408 53,140 SH   SOLE N/A 53,140 0 0
Amazon.com Inc COM 023135106 36,199 11,699 SH   SOLE N/A 11,699 0 0
Amgen Inc COM 031162100 2,177 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Com CL COM CL A 03768E105 8,277 176,060 SH   SOLE N/A 176,060 0 0
Apple Inc COM 037833100 33,833 276,976 SH   SOLE N/A 276,976 0 0
Bank Nova Scotia Halifax COM 064149107 500 8,000 SH   SOLE N/A 8,000 0 0
Bank of America Corporation COM 060505104 358 9,250 SH   SOLE N/A 9,250 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 771 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 383 1,500 SH   SOLE N/A 1,500 0 0
Boeing Co COM 097023105 255 1,000 SH   SOLE N/A 1,000 0 0
Caseys General Stores Inc COM 147528103 3,525 16,305 SH   SOLE N/A 16,305 0 0
Check Point Software Tech Ltd ORD M22465104 392 3,500 SH   SOLE N/A 3,500 0 0
Chevron Corp COM 166764100 2,101 20,047 SH   SOLE N/A 20,047 0 0
Cisco Systems Inc COM 17275R102 776 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 3,049 57,850 SH   SOLE N/A 57,850 0 0
Constellation Brands Inc Cl A CL A 21036P108 9,609 42,145 SH   SOLE N/A 42,145 0 0
CVS Health Corporation COM 126650100 5,709 75,885 SH   SOLE N/A 75,885 0 0
Cyberark Software Ltd SHS M2682V108 11,621 89,850 SH   SOLE N/A 89,850 0 0
Davita Inc COM 23918K108 377 3,500 SH   SOLE N/A 3,500 0 0
Devon Energy Corp COM 25179M103 376 17,220 SH   SOLE N/A 17,220 0 0
DexCom Inc COM 252131107 270 750 SH   SOLE N/A 750 0 0
Docusign Inc COM 256163106 7,961 39,325 SH   SOLE N/A 39,325 0 0
Dollar General Corp COM 256677105 557 2,750 SH   SOLE N/A 2,750 0 0
Draftkings Inc Cl A COM CL A 26142R104 4,905 79,975 SH   SOLE N/A 79,975 0 0
Edwards Lifesciences Corp COM 28176E108 13,320 159,255 SH   SOLE N/A 159,255 0 0
Evergy Inc COM 30034W106 5,358 90,000 SH   SOLE N/A 90,000 0 0
Exxon Mobil Corp COM 30231G102 3,431 61,447 SH   SOLE N/A 61,447 0 0
Fortinet Inc COM 34959E109 23,015 124,795 SH   SOLE N/A 124,795 0 0
Genasys Inc Com COM 36872P103 268 40,000 SH   SOLE N/A 40,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 249 15,800 SH   SOLE N/A 15,800 0 0
Hp Inc COM 40434L105 502 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 28,762 58,780 SH   SOLE N/A 58,780 0 0
Illinois Tool Works Inc COM 452308109 277 1,250 SH   SOLE N/A 1,250 0 0
Intel Corp COM 458140100 224 3,500 SH   SOLE N/A 3,500 0 0
Intuitive Surgical Inc COM NEW 46120E602 21,972 29,735 SH   SOLE N/A 29,735 0 0
Johnson & Johnson COM 478160104 1,731 10,535 SH   SOLE N/A 10,535 0 0
JPMorgan Chase & Co COM 46625H100 9,581 62,935 SH   SOLE N/A 62,935 0 0
Marketaxess Holdings Inc COM 57060D108 12,953 26,015 SH   SOLE N/A 26,015 0 0
Marriott Intl Inc Cl A CL A 571903202 3,037 20,505 SH   SOLE N/A 20,505 0 0
MasterCard Inc Cl A CL A 57636Q104 11,937 33,527 SH   SOLE N/A 33,527 0 0
MercadoLibre Inc COM 58733R102 2,304 1,565 SH   SOLE N/A 1,565 0 0
Merck & Co Inc COM 58933Y105 297 3,850 SH   SOLE N/A 3,850 0 0
Microsoft Corp COM 594918104 3,142 13,325 SH   SOLE N/A 13,325 0 0
Morgan Stanley COM NEW 617446448 15,917 204,960 SH   SOLE N/A 204,960 0 0
Msa Safety Inc COM 553498106 450 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 18,071 43,100 SH   SOLE N/A 43,100 0 0
Netflix Inc COM 64110L106 21,237 40,710 SH   SOLE N/A 40,710 0 0
NVIDIA Corp COM 67066G104 21,082 39,485 SH   SOLE N/A 39,485 0 0
OGE Energy Corp COM 670837103 5,957 184,090 SH   SOLE N/A 184,090 0 0
ONEOK Inc COM 682680103 4,502 88,862 SH   SOLE N/A 88,862 0 0
Palo Alto Networks Inc COM 697435105 1,610 5,000 SH   SOLE N/A 5,000 0 0
Paychex Inc COM 704326107 257 2,625 SH   SOLE N/A 2,625 0 0
Paycom Software Inc COM 70432V102 34,736 93,865 SH   SOLE N/A 93,865 0 0
Paypal Holdings Inc COM 70450Y103 16,457 67,770 SH   SOLE N/A 67,770 0 0
Peloton Interactive Inc Cl A CL A COM 70614W100 2,539 22,580 SH   SOLE N/A 22,580 0 0
Penn Natl Gaming Inc COM 707569109 6,086 58,055 SH   SOLE N/A 58,055 0 0
PepsiCo Inc COM 713448108 204 1,440 SH   SOLE N/A 1,440 0 0
Pfizer Inc COM 717081103 1,026 28,315 SH   SOLE N/A 28,315 0 0
Phillips 66 COM 718546104 9,341 114,560 SH   SOLE N/A 114,560 0 0
Pinterest Inc Cl A CL A 72352L106 242 3,275 SH   SOLE N/A 3,275 0 0
Progress Software Corp COM 743312100 654 14,850 SH   SOLE N/A 14,850 0 0
Raytheon Technologies Corp COM 75513E101 4,969 64,310 SH   SOLE N/A 64,310 0 0
Roku Inc Cl A COM CL A 77543R102 896 2,750 SH   SOLE N/A 2,750 0 0
Roper Industries Inc COM 776696106 4,993 12,380 SH   SOLE N/A 12,380 0 0
Salesforce.com Inc COM 79466L302 18,261 86,189 SH   SOLE N/A 86,189 0 0
Southwest Airlines Co COM 844741108 977 16,000 SH   SOLE N/A 16,000 0 0
Square Inc Cl A CL A 852234103 2,306 10,155 SH   SOLE N/A 10,155 0 0
Stoneridge Inc COM 86183P102 224 7,052 SH   SOLE N/A 7,052 0 0
Stonex Group Inc COM 861896108 817 12,500 SH   SOLE N/A 12,500 0 0
T-Mobile US Inc COM 872590104 4,863 38,810 SH   SOLE N/A 38,810 0 0
Target Corp COM 87612E106 429 2,165 SH   SOLE N/A 2,165 0 0
Teladoc Inc COM 87918A105 24,564 135,150 SH   SOLE N/A 135,150 0 0
Tesla Motors Inc COM 88160R101 4,772 7,145 SH   SOLE N/A 7,145 0 0
TJX Cos Inc COM 872540109 661 10,000 SH   SOLE N/A 10,000 0 0
UnitedHealth Group Inc COM 91324P102 11,977 32,190 SH   SOLE N/A 32,190 0 0
Vanguard Emerg Mkt Bond ETF EMERG MKT BD ETF 921946885 4,214 54,375 SH   SOLE N/A 54,375 0 0
Verizon Communications Inc COM 92343V104 3,154 54,239 SH   SOLE N/A 54,239 0 0
Wal Mart Stores Inc COM 931142103 4,759 35,040 SH   SOLE N/A 35,040 0 0
Werner Enterprises Inc COM 950755108 6,811 144,390 SH   SOLE N/A 144,390 0 0
West Pharmaceutical Svsc Inc COM 955306105 845 3,000 SH   SOLE N/A 3,000 0 0
Williams Cos Inc COM 969457100 2,843 120,000 SH   SOLE N/A 120,000 0 0
Wynn Resorts Ltd COM 983134107 9,342 74,515 SH   SOLE N/A 74,515 0 0
Alibaba Group Holding Ltd Sp A SPONSORED ADS 01609W102 8,523 37,590 SH   SOLE N/A 37,590 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 8,807 104,440 SH   SOLE N/A 104,440 0 0
Invesco QQQ Tr Unit Ser 1 UNIT SER 1 46090E103 204 640 SH   SOLE N/A 640 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 365 1,500 SH   SOLE N/A 1,500 0 0
SPDR Dow Jones Industrial Avrg UT SER 1 78467X109 271 820 SH   SOLE N/A 820 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 270 680 SH   SOLE N/A 680 0 0
BlackRock Corp High Yield Fund COM 09255P107 2,718 231,500 SH   SOLE N/A 231,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 227 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 234 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 11,485 287,200 SH   SOLE N/A 287,200 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 3,992 74,975 SH   SOLE N/A 74,975 0 0
Enterprise Products Partners L COM 293792107 5,465 248,175 SH   SOLE N/A 248,175 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 7,285 168,015 SH   SOLE N/A 168,015 0 0
Sunoco LP COM UT REP LP 86765K109 9,819 308,400 SH   SOLE N/A 308,400 0 0
American Tower REIT COM 03027X100 5,152 21,550 SH   SOLE N/A 21,550 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 5,599 180,625 SH   SOLE N/A 180,625 0 0
Public Storage COM 74460D109 327 1,325 SH   SOLE N/A 1,325 0 0