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

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OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Adobe IncCOM00724F10121,40845,035SH SOLEN/A45,03500
Alphabet Inc Cap Stock Cl CCAP STK CL C02079K107517250SH SOLEN/A25000
Alteryx Inc Cl ACOM CL A02156B1034,40853,140SH SOLEN/A53,14000
Amazon.com IncCOM02313510636,19911,699SH SOLEN/A11,69900
Amgen IncCOM0311621002,1778,750SH SOLEN/A8,75000
Apollo Global Mgmt Inc Com CLCOM CL A03768E1058,277176,060SH SOLEN/A176,06000
Apple IncCOM03783310033,833276,976SH SOLEN/A276,97600
Bank Nova Scotia HalifaxCOM0641491075008,000SH SOLEN/A8,00000
Bank of America CorporationCOM0605051043589,250SH SOLEN/A9,25000
Berkshire Hathaway Inc Cl ACL A0846701087712SH SOLEN/A200
Berkshire Hathaway Inc Cl BCL B NEW0846707023831,500SH SOLEN/A1,50000
Boeing CoCOM0970231052551,000SH SOLEN/A1,00000
Caseys General Stores IncCOM1475281033,52516,305SH SOLEN/A16,30500
Check Point Software Tech LtdORDM224651043923,500SH SOLEN/A3,50000
Chevron CorpCOM1667641002,10120,047SH SOLEN/A20,04700
Cisco Systems IncCOM17275R10277615,000SH SOLEN/A15,00000
Coca-Cola CoCOM1912161003,04957,850SH SOLEN/A57,85000
Constellation Brands Inc Cl ACL A21036P1089,60942,145SH SOLEN/A42,14500
CVS Health CorporationCOM1266501005,70975,885SH SOLEN/A75,88500
Cyberark Software LtdSHSM2682V10811,62189,850SH SOLEN/A89,85000
Davita IncCOM23918K1083773,500SH SOLEN/A3,50000
Devon Energy CorpCOM25179M10337617,220SH SOLEN/A17,22000
DexCom IncCOM252131107270750SH SOLEN/A75000
Docusign IncCOM2561631067,96139,325SH SOLEN/A39,32500
Dollar General CorpCOM2566771055572,750SH SOLEN/A2,75000
Draftkings Inc Cl ACOM CL A26142R1044,90579,975SH SOLEN/A79,97500
Edwards Lifesciences CorpCOM28176E10813,320159,255SH SOLEN/A159,25500
Evergy IncCOM30034W1065,35890,000SH SOLEN/A90,00000
Exxon Mobil CorpCOM30231G1023,43161,447SH SOLEN/A61,44700
Fortinet IncCOM34959E10923,015124,795SH SOLEN/A124,79500
Genasys Inc ComCOM36872P10326840,000SH SOLEN/A40,00000
Hewlett Packard Enterprise CoCOM42824C10924915,800SH SOLEN/A15,80000
Hp IncCOM40434L10550215,800SH SOLEN/A15,80000
Idexx Laboratories IncCOM45168D10428,76258,780SH SOLEN/A58,78000
Illinois Tool Works IncCOM4523081092771,250SH SOLEN/A1,25000
Intel CorpCOM4581401002243,500SH SOLEN/A3,50000
Intuitive Surgical IncCOM NEW46120E60221,97229,735SH SOLEN/A29,73500
Johnson & JohnsonCOM4781601041,73110,535SH SOLEN/A10,53500
JPMorgan Chase & CoCOM46625H1009,58162,935SH SOLEN/A62,93500
Marketaxess Holdings IncCOM57060D10812,95326,015SH SOLEN/A26,01500
Marriott Intl Inc Cl ACL A5719032023,03720,505SH SOLEN/A20,50500
MasterCard Inc Cl ACL A57636Q10411,93733,527SH SOLEN/A33,52700
MercadoLibre IncCOM58733R1022,3041,565SH SOLEN/A1,56500
Merck & Co IncCOM58933Y1052973,850SH SOLEN/A3,85000
Microsoft CorpCOM5949181043,14213,325SH SOLEN/A13,32500
Morgan StanleyCOM NEW61744644815,917204,960SH SOLEN/A204,96000
Msa Safety IncCOM5534981064503,000SH SOLEN/A3,00000
MSCI Inc Cl ACOM55354G10018,07143,100SH SOLEN/A43,10000
Netflix IncCOM64110L10621,23740,710SH SOLEN/A40,71000
NVIDIA CorpCOM67066G10421,08239,485SH SOLEN/A39,48500
OGE Energy CorpCOM6708371035,957184,090SH SOLEN/A184,09000
ONEOK IncCOM6826801034,50288,862SH SOLEN/A88,86200
Palo Alto Networks IncCOM6974351051,6105,000SH SOLEN/A5,00000
Paychex IncCOM7043261072572,625SH SOLEN/A2,62500
Paycom Software IncCOM70432V10234,73693,865SH SOLEN/A93,86500
Paypal Holdings IncCOM70450Y10316,45767,770SH SOLEN/A67,77000
Peloton Interactive Inc Cl ACL A COM70614W1002,53922,580SH SOLEN/A22,58000
Penn Natl Gaming IncCOM7075691096,08658,055SH SOLEN/A58,05500
PepsiCo IncCOM7134481082041,440SH SOLEN/A1,44000
Pfizer IncCOM7170811031,02628,315SH SOLEN/A28,31500
Phillips 66COM7185461049,341114,560SH SOLEN/A114,56000
Pinterest Inc Cl ACL A72352L1062423,275SH SOLEN/A3,27500
Progress Software CorpCOM74331210065414,850SH SOLEN/A14,85000
Raytheon Technologies CorpCOM75513E1014,96964,310SH SOLEN/A64,31000
Roku Inc Cl ACOM CL A77543R1028962,750SH SOLEN/A2,75000
Roper Industries IncCOM7766961064,99312,380SH SOLEN/A12,38000
Salesforce.com IncCOM79466L30218,26186,189SH SOLEN/A86,18900
Southwest Airlines CoCOM84474110897716,000SH SOLEN/A16,00000
Square Inc Cl ACL A8522341032,30610,155SH SOLEN/A10,15500
Stoneridge IncCOM86183P1022247,052SH SOLEN/A7,05200
Stonex Group IncCOM86189610881712,500SH SOLEN/A12,50000
T-Mobile US IncCOM8725901044,86338,810SH SOLEN/A38,81000
Target CorpCOM87612E1064292,165SH SOLEN/A2,16500
Teladoc IncCOM87918A10524,564135,150SH SOLEN/A135,15000
Tesla Motors IncCOM88160R1014,7727,145SH SOLEN/A7,14500
TJX Cos IncCOM87254010966110,000SH SOLEN/A10,00000
UnitedHealth Group IncCOM91324P10211,97732,190SH SOLEN/A32,19000
Vanguard Emerg Mkt Bond ETFEMERG MKT BD ETF9219468854,21454,375SH SOLEN/A54,37500
Verizon Communications IncCOM92343V1043,15454,239SH SOLEN/A54,23900
Wal Mart Stores IncCOM9311421034,75935,040SH SOLEN/A35,04000
Werner Enterprises IncCOM9507551086,811144,390SH SOLEN/A144,39000
West Pharmaceutical Svsc IncCOM9553061058453,000SH SOLEN/A3,00000
Williams Cos IncCOM9694571002,843120,000SH SOLEN/A120,00000
Wynn Resorts LtdCOM9831341079,34274,515SH SOLEN/A74,51500
Alibaba Group Holding Ltd Sp ASPONSORED ADS01609W1028,52337,590SH SOLEN/A37,59000
Jd Com Inc Sp ADR Cl ASPON ADR CL A47215P1068,807104,440SH SOLEN/A104,44000
Invesco QQQ Tr Unit Ser 1UNIT SER 146090E103204640SH SOLEN/A64000
iShares Tr Russell 1000 GrowthRUS 1000 GRW ETF4642876143651,500SH SOLEN/A1,50000
SPDR Dow Jones Industrial AvrgUT SER 178467X109271820SH SOLEN/A82000
SPDR S&P 500 ETF TRTR UNIT78462F103270680SH SOLEN/A68000
BlackRock Corp High Yield FundCOM09255P1072,718231,500SH SOLEN/A231,50000
Nuveen Div Adv Muni FundCOM67066V10122715,000SH SOLEN/A15,00000
Western Asset Muni High IncomeCOM95766N10323430,000SH SOLEN/A30,00000
AllianceBernstein Holding LPUNIT LTD PARTN01881G10611,485287,200SH SOLEN/A287,20000
Brookfield Infrast Partners LPLP INT UNITG162521013,99274,975SH SOLEN/A74,97500
Enterprise Products Partners LCOM2937921075,465248,175SH SOLEN/A248,17500
Magellan Midstream Partners LPCOM UNIT RP LP5590801067,285168,015SH SOLEN/A168,01500
Sunoco LPCOM UT REP LP86765K1099,819308,400SH SOLEN/A308,40000
American Tower REITCOM03027X1005,15221,550SH SOLEN/A21,55000
Blackstone Mtg Tr Inc Cl ACOM CL A09257W1005,599180,625SH SOLEN/A180,62500
Public StorageCOM74460D1093271,325SH SOLEN/A1,32500