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
3M Co COM 88579Y101 764 4,300 SH   SOLE N/A 4,300 0 0
Adobe Inc COM 00724F101 23,139 40,805 SH   SOLE N/A 40,805 0 0
Alphabet Inc Cap Stock Cl C CAP STK CL C 02079K107 723 250 SH   SOLE N/A 250 0 0
Amazon.com Inc COM 023135106 36,186 10,852 SH   SOLE N/A 10,852 0 0
Amgen Inc COM 031162100 1,968 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Cl A COM CL A 03768E105 12,552 173,300 SH   SOLE N/A 173,300 0 0
Apple Inc COM 037833100 44,859 252,626 SH   SOLE N/A 252,626 0 0
Bank of America Corporation COM 060505104 429 9,646 SH   SOLE N/A 9,646 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 901 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 587 1,964 SH   SOLE N/A 1,964 0 0
Boeing Co COM 097023105 201 1,000 SH   SOLE N/A 1,000 0 0
Campbell Soup Co COM 134429109 461 10,600 SH   SOLE N/A 10,600 0 0
Caseys General Stores Inc COM 147528103 3,603 18,255 SH   SOLE N/A 18,255 0 0
Check Point Software Tech Ltd ORD M22465104 408 3,500 SH   SOLE N/A 3,500 0 0
Chevron Corp COM 166764100 2,364 20,143 SH   SOLE N/A 20,143 0 0
Cisco Systems Inc COM 17275R102 951 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 2,981 50,350 SH   SOLE N/A 50,350 0 0
ConocoPhillips COM 20825C104 240 3,325 SH   SOLE N/A 3,325 0 0
Constellation Brands Inc Cl A CL A 21036P108 10,671 42,520 SH   SOLE N/A 42,520 0 0
Continental Resources Inc COM 212015101 336 7,500 SH   SOLE N/A 7,500 0 0
CVS Health Corporation COM 126650100 6,690 64,850 SH   SOLE N/A 64,850 0 0
Cyberark Software Ltd SHS M2682V108 14,164 81,740 SH   SOLE N/A 81,740 0 0
D R Horton Inc COM 23331A109 4,438 40,925 SH   SOLE N/A 40,925 0 0
Davita Inc COM 23918K108 398 3,500 SH   SOLE N/A 3,500 0 0
Devon Energy Corp COM 25179M103 759 17,220 SH   SOLE N/A 17,220 0 0
DexCom Inc COM 252131107 403 750 SH   SOLE N/A 750 0 0
Diamondback Energy Inc COM 25278X109 1,510 14,000 SH   SOLE N/A 14,000 0 0
Dicks Sporting Goods Inc COM 253393102 2,523 21,940 SH   SOLE N/A 21,940 0 0
Docusign Inc COM 256163106 5,498 36,100 SH   SOLE N/A 36,100 0 0
Dollar General Corp COM 256677105 649 2,750 SH   SOLE N/A 2,750 0 0
Draftkings Inc Cl A COM CL A 26142R104 2,935 106,850 SH   SOLE N/A 106,850 0 0
Edwards Lifesciences Corp COM 28176E108 18,734 144,610 SH   SOLE N/A 144,610 0 0
Evergy Inc COM 30034W106 5,739 83,650 SH   SOLE N/A 83,650 0 0
Expedia Inc COM NEW 30212P303 4,287 23,720 SH   SOLE N/A 23,720 0 0
Exxon Mobil Corp COM 30231G102 3,832 62,622 SH   SOLE N/A 62,622 0 0
Fortinet Inc COM 34959E109 38,943 108,355 SH   SOLE N/A 108,355 0 0
Freeport-McMoran Inc CL B 35671D857 1,241 29,750 SH   SOLE N/A 29,750 0 0
Genasys Inc Com COM 36872P103 159 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 595 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 35,863 54,465 SH   SOLE N/A 54,465 0 0
Illinois Tool Works Inc COM 452308109 308 1,250 SH   SOLE N/A 1,250 0 0
Intuitive Surgical Inc COM NEW 46120E602 29,483 82,056 SH   SOLE N/A 82,056 0 0
Johnson & Johnson COM 478160104 2,742 16,027 SH   SOLE N/A 16,027 0 0
JPMorgan Chase & Co COM 46625H100 9,043 57,110 SH   SOLE N/A 57,110 0 0
Kellogg Co COM 487836108 477 7,400 SH   SOLE N/A 7,400 0 0
Keurig Dr Pepper Inc COM 49271V100 875 23,750 SH   SOLE N/A 23,750 0 0
Marketaxess Holdings Inc COM 57060D108 9,517 23,140 SH   SOLE N/A 23,140 0 0
Marriott Intl Inc Cl A CL A 571903202 3,585 21,695 SH   SOLE N/A 21,695 0 0
MasterCard Inc Cl A CL A 57636Q104 11,815 32,882 SH   SOLE N/A 32,882 0 0
MercadoLibre Inc COM 58733R102 3,801 2,819 SH   SOLE N/A 2,819 0 0
Merck & Co Inc COM 58933Y105 251 3,275 SH   SOLE N/A 3,275 0 0
Microsoft Corp COM 594918104 4,814 14,313 SH   SOLE N/A 14,313 0 0
Morgan Stanley COM NEW 617446448 18,405 187,505 SH   SOLE N/A 187,505 0 0
Msa Safety Inc COM 553498106 453 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 23,901 39,010 SH   SOLE N/A 39,010 0 0
Netflix Inc COM 64110L106 22,661 37,615 SH   SOLE N/A 37,615 0 0
NVIDIA Corp COM 67066G104 40,547 137,865 SH   SOLE N/A 137,865 0 0
OGE Energy Corp COM 670837103 6,106 159,090 SH   SOLE N/A 159,090 0 0
ONEOK Inc COM 682680103 5,133 87,363 SH   SOLE N/A 87,363 0 0
Palo Alto Networks Inc COM 697435105 2,784 5,000 SH   SOLE N/A 5,000 0 0
Paychex Inc COM 704326107 358 2,625 SH   SOLE N/A 2,625 0 0
Paycom Software Inc COM 70432V102 35,378 85,210 SH   SOLE N/A 85,210 0 0
Paypal Holdings Inc COM 70450Y103 11,709 62,090 SH   SOLE N/A 62,090 0 0
Penn Natl Gaming Inc COM 707569109 4,151 80,050 SH   SOLE N/A 80,050 0 0
PepsiCo Inc COM 713448108 250 1,440 SH   SOLE N/A 1,440 0 0
Pfizer Inc COM 717081103 1,495 25,318 SH   SOLE N/A 25,318 0 0
Phillips 66 COM 718546104 8,269 114,115 SH   SOLE N/A 114,115 0 0
Progress Software Corp COM 743312100 717 14,850 SH   SOLE N/A 14,850 0 0
Prudential Financial Inc COM 744320102 5,099 47,105 SH   SOLE N/A 47,105 0 0
Raytheon Technologies Corp COM 75513E101 5,474 63,610 SH   SOLE N/A 63,610 0 0
Roku Inc Cl A COM CL A 77543R102 696 3,050 SH   SOLE N/A 3,050 0 0
Roper Technologies Inc Com COM 776696106 5,686 11,560 SH   SOLE N/A 11,560 0 0
Salesforce.com Inc COM 79466L302 19,800 77,914 SH   SOLE N/A 77,914 0 0
Schwab Charles Corp COM 808513105 3,557 42,290 SH   SOLE N/A 42,290 0 0
Smucker J M Co COM NEW 832696405 503 3,700 SH   SOLE N/A 3,700 0 0
Sofi Technologies Inc COM 83406F102 3,696 233,750 SH   SOLE N/A 233,750 0 0
Southwest Airlines Co COM 844741108 685 16,000 SH   SOLE N/A 16,000 0 0
Square Inc Cl A CL A 852234103 2,941 18,210 SH   SOLE N/A 18,210 0 0
Stonex Group Inc COM 861896108 766 12,500 SH   SOLE N/A 12,500 0 0
Store Cap Corp COM 862121100 5,268 153,150 SH   SOLE N/A 153,150 0 0
T-Mobile US Inc COM 872590104 4,446 38,335 SH   SOLE N/A 38,335 0 0
Target Corp COM 87612E106 582 2,515 SH   SOLE N/A 2,515 0 0
Teladoc Inc COM 87918A105 10,593 115,370 SH   SOLE N/A 115,370 0 0
Tesla Motors Inc COM 88160R101 7,133 6,750 SH   SOLE N/A 6,750 0 0
TJX Cos Inc COM 872540109 759 10,000 SH   SOLE N/A 10,000 0 0
UnitedHealth Group Inc COM 91324P102 14,459 28,795 SH   SOLE N/A 28,795 0 0
Verizon Communications Inc COM 92343V104 2,688 51,740 SH   SOLE N/A 51,740 0 0
Wal Mart Stores Inc COM 931142103 4,843 33,470 SH   SOLE N/A 33,470 0 0
Waste Management Inc COM 94106L109 2,567 15,380 SH   SOLE N/A 15,380 0 0
Werner Enterprises Inc COM 950755108 5,214 109,390 SH   SOLE N/A 109,390 0 0
West Pharmaceutical Svsc Inc COM 955306105 1,044 2,225 SH   SOLE N/A 2,225 0 0
Williams Cos Inc COM 969457100 3,137 120,469 SH   SOLE N/A 120,469 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 6,353 90,665 SH   SOLE N/A 90,665 0 0
Energy Select Sector SPDR ENERGY 81369Y506 745 13,425 SH   SOLE N/A 13,425 0 0
Global X Funds US Pfd ETF US PFD ETF 37954Y657 605 23,500 SH   SOLE N/A 23,500 0 0
Invesco QQQ Tr Unit Ser 1 UNIT SER 1 46090E103 255 640 SH   SOLE N/A 640 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 458 1,500 SH   SOLE N/A 1,500 0 0
SPDR Dow Jones Industrial Avrg UT SER 1 78467X109 311 855 SH   SOLE N/A 855 0 0
SPDR Prtflo S&P 500 Hi PRTFLO S&P500 HI 78468R788 736 17,500 SH   SOLE N/A 17,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 332 700 SH   SOLE N/A 700 0 0
BlackRock Corp High Yield Fund COM 09255P107 2,709 219,500 SH   SOLE N/A 219,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 242 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 241 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 12,422 254,345 SH   SOLE N/A 254,345 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 4,970 81,725 SH   SOLE N/A 81,725 0 0
Enterprise Products Partners L COM 293792107 5,196 236,600 SH   SOLE N/A 236,600 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 7,779 167,515 SH   SOLE N/A 167,515 0 0
Sunoco LP COM UT REP LP 86765K109 10,973 268,750 SH   SOLE N/A 268,750 0 0
American Tower REIT COM 03027X100 5,426 18,550 SH   SOLE N/A 18,550 0 0
Arbor Realty Trust Inc COM 038923108 522 28,500 SH   SOLE N/A 28,500 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 5,457 178,210 SH   SOLE N/A 178,210 0 0
Ellington Financial Inc COM 28852N109 735 43,000 SH   SOLE N/A 43,000 0 0
Hudson Pac Properties Inc COM 444097109 797 32,250 SH   SOLE N/A 32,250 0 0
Public Storage COM 74460D109 449 1,200 SH   SOLE N/A 1,200 0 0