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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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Adobe Inc.Com00724F1011,0751,868SH SOLE01,86800
Advanced Micro DevicesCom0079031071,0219,919SH SOLE09,91900
Agilent TechnologiesCom00846U1015963,782SH SOLE03,78200
Align Technology IncCom016255101376565SH SOLE056500
Allstate CorpCom0200021017445,846SH SOLE05,84600
Alphabet Inc. Class ACom02079K3056,8282,554SH SOLE02,55400
Altria Group IncCom02209S1032395,260SH SOLE05,26000
Amazon.com, Inc.Com0231351065,0821,547SH SOLE01,54700
Ameren CorpCom0236081022152,649SH SOLE02,64900
Apple Inc.Com0378331007,54553,321SH SOLE053,32100
Applied MaterialsCom0382221059637,482SH SOLE07,48200
Archer-Daniels-MidlandCom0394831024567,596SH SOLE07,59600
Archer-Daniels-MidlandCom039483102631,050SH DFND01,05000
Arista Networks, Inc.Com040413106229665SH SOLE066500
Baird Ultra Short Bond InstCom05707172268768,299SH SOLE068,29900
Bank of America CorpCom0605051042,19451,693SH SOLE051,69300
Berkshire Hathaway Inc. Class BCom0846707023251,191SH DFND01,19100
BlackRock, Inc.Com09247X101790942SH SOLE094200
CBRE Group, Inc. Class ACom12504L1094744,873SH SOLE04,87300
Cadence Design System IncCom1273871083612,384SH SOLE02,38400
Caesars Entertainment IncCom12769G1007376,568SH SOLE06,56800
Capital One Financial CorpCom14040H1051,1226,930SH SOLE06,93000
Carnival CorpCom14365830057022,799SH SOLE022,79900
Caterpillar IncCom1491231011,4327,457SH SOLE07,45700
Celanese CorpCom1508701033512,330SH SOLE02,33000
Charles River Labs Intl IncCom159864107319773SH SOLE077300
Commerce Bancshares IncCom2005251034266,113SH SOLE06,11300
Commerce Bancshares IncCom20052510351735SH DFND073500
Corteva IncCom22052L10467416,020SH SOLE016,02000
DTE Energy CoCom2333311074614,127SH SOLE04,12700
Deere & CoCom2441991051,4294,265SH SOLE04,26500
Devon Energy CorpCom25179M10359516,745SH SOLE016,74500
Diamondback Energy, Inc.Com25278X1093844,053SH SOLE04,05300
EOG Resources, Inc.Com26875P1011,27615,893SH SOLE015,89300
Equifax IncCom2944291055912,333SH SOLE02,33300
Exelon CorpCom30161N10150010,349SH SOLE010,34900
Facebook, Inc. Class ACom30303M1023,47510,238SH SOLE010,23800
Fifth Third BancorpCom3167731003458,120SH SOLE08,12000
Fortinet IncCom34959E1096192,118SH SOLE02,11800
Freeport-McMoRan, IncCom35671D8571,04031,964SH SOLE031,96400
Generac Holdings IncCom3687361045571,363SH SOLE01,36300
General MotorsCom37045V1003997,563SH SOLE07,56300
HBT Financial, Inc.Com4041111061,34886,700SH SOLE00086,700
HCA HealthcareCom40412C1019403,871SH SOLE03,87100
IDEXX Laboratories, Inc.Com45168D104571918SH SOLE091800
Interpublic Group of Companies, IncCom46069010074720,383SH SOLE020,38300
Intuit Inc.Com4612021031,6303,022SH SOLE03,02200
Intuitive Surgical, Inc.Com46120E602820825SH SOLE082500
IQVIA Holdings IncCom46266C1056912,886SH SOLE02,88600
iShares Short Treasury Bond ETFCom4642886791,89517,157SH SOLE017,15700
JPMorgan Chase Co.Com46625H1001,3768,406SH SOLE08,40600
JPMorgan Chase Co.Com46625H10082500SH DFND050000
JPMorgan Income Fund Class ICom46637K2242,016212,202SH SOLE0211,9450258
JPMorgan Income Fund Class ICom46637K2242187SH DFND018700
Jacobs Engineering Group Inc.Com4698141072521,900SH SOLE01,90000
Johnson & JohnsonCom4781601042,08012,879SH SOLE012,87900
Johnson & JohnsonCom478160104161997SH DFND099700
Kansas City SouthernCom4851703025722,113SH SOLE02,11300
Keysight Technologies IncCom49338L1038285,038SH SOLE05,03800
Laboratory Corp Amer HldgsCom50540R4094271,518SH SOLE01,51800
Lam Research CorpCom5128071086381,121SH SOLE01,12100
Estee Lauder Companies Inc. Class ACom5184391041,3734,579SH SOLE04,57900
Eli Lilly and CoCom5324571081,9198,305SH SOLE08,30500
MGM Resorts InternationalCom55295310162414,462SH SOLE014,46200
Marathon Oil CorpCom56584910629321,442SH SOLE021,44200
Marsh & McLennanCom5717481028435,570SH SOLE05,57000
Martin Marietta Materials IncCom5732841064491,313SH SOLE01,31300
Microsoft CorporationCom5949181047,76427,539SH SOLE027,53900
Mohawk IndusCom6081901042741,545SH SOLE01,54500
Monster Beverage CorporationCom61174X1093744,206SH SOLE04,20600
Moody's CorporationCom6153691058962,522SH SOLE02,52200
MorningstarCom6177001092931,130SH DFND01,13000
Mosaic CompanyCom61945C1032637,372SH SOLE07,37200
Nasdaq Stock Market, Inc.Com6311031083181,649SH SOLE01,64900
Nucor CorpCom6703461056346,435SH SOLE06,43500
NVIDIA CorporationCom67066G1044,11019,840SH SOLE019,84000
O'Reilly Automotive IncCom67103H107496812SH SOLE081200
Old Dominion Freight Line, IncCom6795801006962,432SH SOLE02,43200
PNC Financial Services GroupCom6934751053811,945SH SOLE01,94500
Parker Hannifin CorpCom7010941045291,892SH SOLE01,89200
PayPal Holdings IncCom70450Y1032,5889,944SH SOLE09,94400
PerkinElmer, Inc.Com7140461092981,721SH SOLE01,72100
Pfizer IncCom7170811031,60937,419SH SOLE037,41900
Philip Morris IntlCom7181721091,68317,755SH SOLE017,75500
Pioneer Natural Resources CompanyCom7237871079585,754SH SOLE05,75400
T. Rowe Price GroupCom74144T1085252,669SH SOLE02,66900
T. Rowe Price GroupCom74144T10898500SH DFND050000
Prudential Financial IncCom7443201026966,619SH SOLE06,61900
Public Service Enterprise Group IncCom7445731063285,385SH SOLE05,38500
Quanta ServicesCom74762E1023092,714SH SOLE02,71400
Robert Half IntlCom7703231032852,844SH SOLE02,84400
SVB Financial GroupCom78486Q101395610SH SOLE061000
Charles Schwab CorporationCom8085131051,61922,232SH SOLE022,23200
ServiceNow, IncCom81762P1021,0091,622SH SOLE01,62200
Simon Property GroupCom8288061094433,407SH SOLE03,40700
Simon Property GroupCom82880610978600SH DFND060000
Southwest AirlinesCom84474110869613,527SH SOLE013,52700
Synopsys IncCom8716071073621,208SH SOLE01,20800
Synchrony FinlCom87165B10356811,614SH SOLE011,61400
T-Mobile US IncCom8725901041,35310,591SH SOLE010,59100
Target CorpCom87612E1061,3205,772SH SOLE05,77200
Tesla Motors IncCom88160R1011,9452,508SH SOLE02,50800
Tesla Motors IncCom88160R1017090SH DFND09000
Textron IncCom8832031012303,297SH SOLE03,29700
Tyson Foods 'A'Com9024941032643,339SH SOLE03,33900
Ulta Beauty IncCom90384S303239661SH SOLE066100
Union Pacific CorporationCom9078181082871,466SH SOLE01,46600
United Rentals IncCom9113631093721,061SH SOLE01,06100
UnitedHealth Group IncorporatedCom91324P1022,6326,737SH SOLE06,73700
Walgreens Boots AllianceCom9314271081,03221,938SH SOLE021,93800
Walgreens Boots AllianceCom931427108471,000SH DFND01,00000
Waters CorporationCom941848103334934SH SOLE093400
Wells FargoCom94974610198421,199SH SOLE021,19900
West Pharmaceutical Svsc IncCom9553061055171,217SH SOLE01,21700
WeyerhaeuserCom9621661043299,257SH SOLE09,25700
Zebra Technologies Corp Class ACom9892071057071,371SH SOLE01,37100
Eaton Corporation PLCComG291831038825,906SH SOLE05,90600
Garmin Ltd.ComH2906T1096374,098SH SOLE04,09800
Garmin Ltd.ComH2906T109104670SH DFND067000