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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A (Sc COM 084990175   465,600 100 SH   SOLE   100 0 0
AMETEK, Inc. COM 031100100   42,652,526 293,487 SH   SOLE   287,239 0 6,248
ASGN Incorporated COM 00191u102   317,370 3,839 SH   SOLE   3,839 0 0
AbbVie Inc. COM 00287y109   85,587,196 537,035 SH   SOLE   534,485 0 2,550
Abbott Laboratories COM 002824100   671,556 6,632 SH   SOLE   6,632 0 0
Accenture plc COM g1151c101   22,953,463 80,310 SH   SOLE   80,310 0 0
Addus Homecare Corp COM 006739106   2,911,772 27,274 SH   SOLE   22,393 0 4,881
Adobe Inc. COM 00724f101   296,735 770 SH   SOLE   770 0 0
Advanced Drainage Systems, Inc COM 00790r104   2,123,103 25,212 SH   SOLE   19,978 0 5,234
Agilent Technologies, Inc. COM 00846u101   3,817,769 27,597 SH   SOLE   22,113 0 5,484
Air Products and Chemicals, In COM 009158106   22,409,331 78,024 SH   SOLE   78,024 0 0
Align Technology Inc COM 016255101   52,459,646 156,999 SH   SOLE   155,874 0 1,125
Alphabet Inc. Class A COM 02079k305   87,817,403 846,596 SH   SOLE   840,746 0 5,850
Alphabet Inc. Class C COM 02079k107   1,758,640 16,910 SH   SOLE   16,910 0 0
Amazon.com, Inc. COM 023135106   77,272,592 748,113 SH   SOLE   742,842 0 5,271
American Finacial Group, Inc. COM 025932104   2,578,837 21,225 SH   SOLE   16,893 0 4,332
Ameriprise Financial, Inc. COM 03076c106   74,002,217 241,443 SH   SOLE   240,143 0 1,300
Amgen Inc. COM 031162100   659,977 2,730 SH   SOLE   2,730 0 0
Analog Devices, Inc. COM 032654105   522,239 2,648 SH   SOLE   2,648 0 0
Antero Resources Corporation COM 03674x106   1,796,771 77,816 SH   SOLE   61,857 0 15,959
Apple Inc. COM 037833100   123,989,988 751,910 SH   SOLE   746,900 0 5,010
Applied Materials, Inc. COM 038222105   73,090,585 595,055 SH   SOLE   590,765 0 4,290
Argent Mid Cap ETF COM 02072l839   354,288 14,424 SH   SOLE   14,424 0 0
Asbury Automotive Group, Inc. COM 043436104   2,724,750 12,975 SH   SOLE   10,430 0 2,545
Aspen Technology, Inc. COM 29109x106   3,305,341 14,442 SH   SOLE   11,567 0 2,875
Atkore Inc. COM 047649108   3,150,124 22,424 SH   SOLE   18,114 0 4,310
Automatic Data Processing, Inc COM 053015103   26,690,507 119,887 SH   SOLE   119,887 0 0
Bank of New York Mellon Corp COM 064058100   354,629 7,804 SH   SOLE   7,804 0 0
Bath & Body Works Inc. COM 070830104   2,449,543 66,964 SH   SOLE   53,107 0 13,857
BellRing Brands, Inc. COM 07831c103   49,033,168 1,442,152 SH   SOLE   1,432,030 0 10,122
Berkshire Hathaway Inc. Class COM 084670702   1,318,139 4,269 SH   SOLE   4,269 0 0
BlackRock, Inc. COM 09247x101   22,782,403 34,048 SH   SOLE   34,048 0 0
Blackstone Inc. COM 09260d107   54,340,284 618,628 SH   SOLE   615,708 0 2,920
Booz Allen Hamilton Holding Co COM 099502106   79,654,039 859,360 SH   SOLE   848,641 0 10,719
Bristol-Myers Squibb Company COM 110122108   20,587,807 297,039 SH   SOLE   297,039 0 0
Builders FirstSource, Inc. COM 12008r107   4,790,480 53,959 SH   SOLE   42,844 0 11,115
CBIZ, Inc. COM 124805102   2,769,213 55,955 SH   SOLE   47,209 0 8,746
CDW Corporation COM 12514g108   89,798,503 460,765 SH   SOLE   450,931 0 9,834
Carrier Global Corporation COM 14448c104   304,695 6,660 SH   SOLE   6,660 0 0
Centene Corporation COM 15135b101   41,670,624 659,241 SH   SOLE   654,491 0 4,750
Charles River Laboratories Int COM 159864107   34,747,148 172,169 SH   SOLE   168,700 0 3,469
Cheniere Energy, Inc COM 16411R208   2,576,287 16,347 SH   SOLE   12,965 0 3,382
Chevron Corporation COM 166764100   35,003,014 214,532 SH   SOLE   214,532 0 0
Cintas Corporation COM 172908105   4,155,329 8,981 SH   SOLE   7,175 0 1,806
Cisco Systems, Inc. COM 17275R102   1,127,572 21,570 SH   SOLE   21,570 0 0
Coca-Cola COM 191216100   720,168 11,610 SH   SOLE   11,610 0 0
Colliers International Group I COM 194693107   3,037,096 28,774 SH   SOLE   23,703 0 5,071
Comcast Corporation COM 20030N101   18,771,116 495,149 SH   SOLE   495,149 0 0
Copart, Inc. COM 217204106   62,331,491 828,766 SH   SOLE   814,238 0 14,528
Costco Wholesale Corporation COM 22160k105   1,552,719 3,125 SH   SOLE   3,125 0 0
Crown Castle Inc. COM 22822v101   53,939,681 403,016 SH   SOLE   400,786 0 2,230
D.R. Horton, Inc. COM 23331a109   60,734,414 621,706 SH   SOLE   617,351 0 4,355
Danaher Corporation COM 235851102   100,338,406 398,105 SH   SOLE   395,255 0 2,850
Eaton Corporation plc COM g29183103   36,984,728 215,856 SH   SOLE   215,856 0 0
Edwards Lifesciences COM 28176e108   1,420,391 17,169 SH   SOLE   17,169 0 0
Emerson Electric Co. COM 291011104   21,616,814 248,070 SH   SOLE   248,070 0 0
Entegris, Inc. COM 29362u104   2,638,016 32,167 SH   SOLE   25,816 0 6,351
Envestnet, Inc. COM 29404k106   203,292 3,465 SH   SOLE   3,465 0 0
Estee Lauder COM 518439104   492,920 2,000 SH   SOLE   2,000 0 0
Exponent, Inc. COM 30214U102   2,263,661 22,707 SH   SOLE   18,451 0 4,256
Exxon Mobil Corp COM 30231G102   834,874 7,613 SH   SOLE   7,613 0 0
Factset Research Systems, Inc. COM 303075105   913,198 2,200 SH   SOLE   2,200 0 0
Fair Isaac Corporation COM 303250104   35,996,701 51,227 SH   SOLE   49,256 0 1,971
Ferguson PLC COM g3421j106   25,398,055 189,892 SH   SOLE   185,958 0 3,934
Fidelity National Financial, I COM 31620r303   2,081,409 59,588 SH   SOLE   47,573 0 12,015
FirstService Corporation COM 33767e202   3,123,633 22,155 SH   SOLE   18,031 0 4,124
Fortinet, Inc. COM 34959e109   48,166,420 724,743 SH   SOLE   705,032 0 19,711
Garmin Ltd. COM h2906t109   15,750,861 156,073 SH   SOLE   156,073 0 0
Gartner, Inc COM 366651107   3,007,183 9,231 SH   SOLE   7,375 0 1,856
General Mills, Inc. COM 370334104   479,003 5,605 SH   SOLE   5,605 0 0
Gilead Sciences, Inc. COM 375558103   21,385,014 257,744 SH   SOLE   257,744 0 0
Green Brick Partners Inc. COM 392709101   230,064 6,562 SH   SOLE   6,562 0 0
HCA Healthcare, Inc. COM 40412c101   3,944,389 14,959 SH   SOLE   11,909 0 3,050
Honeywell International Inc. COM 438516106   1,463,979 7,660 SH   SOLE   7,660 0 0
Houlihan Lokey, Inc. COM 441593100   18,163,858 207,611 SH   SOLE   200,257 0 7,354
Hubspot, Inc. COM 443573100   428,750 1,000 SH   SOLE   1,000 0 0
ICF International Inc. COM 44925c103   3,017,847 27,510 SH   SOLE   22,224 0 5,286
Intercontinental Exchange COM 45866F104   677,885 6,500 SH   SOLE   6,500 0 0
JPMorgan Chase & Co. COM 46625H100   41,145,433 315,750 SH   SOLE   315,750 0 0
Johnson & Johnson COM 478160104   1,027,069 6,626 SH   SOLE   6,626 0 0
Kimberly-Clark Corp. COM 494368103   378,903 2,823 SH   SOLE   2,823 0 0
LPL Financial Holdings Inc. COM 50212v100   867,486 4,286 SH   SOLE   4,286 0 0
Life Storage, Inc. COM 53223x107   22,585,672 172,291 SH   SOLE   172,291 0 0
Lockheed Martin Corporation COM 539830109   316,729 670 SH   SOLE   670 0 0
Lowe's Companies Inc. COM 548661107   277,958 1,390 SH   SOLE   1,390 0 0
Marathon Oil Corp. COM 565849106   2,584,014 107,847 SH   SOLE   85,745 0 22,102
Marvell Technology, Inc. COM 573874104   38,600,240 891,461 SH   SOLE   873,901 0 17,560
Mastercard Incorporated COM 57636q104   96,060,788 264,332 SH   SOLE   262,432 0 1,900
McDonald's Corporation COM 580135101   209,428 749 SH   SOLE   749 0 0
Medpace Holdings, Inc. COM 58506q109   3,352,931 17,830 SH   SOLE   14,435 0 3,395
Merck & Co, Inc. COM 58933y105   1,110,712 10,440 SH   SOLE   10,440 0 0
Microsoft Corporation COM 594918104   164,778,221 571,551 SH   SOLE   567,951 0 3,600
Molina Healthcare, Inc. COM 60855r100   2,727,863 10,198 SH   SOLE   8,193 0 2,005
Monster Beverage Corporation COM 61174x109   40,480,819 749,506 SH   SOLE   744,156 0 5,350
Morgan Stanley COM 617446448   23,705,181 269,991 SH   SOLE   269,991 0 0
NVIDIA Corporation COM 67066g104   3,611,010 13,000 SH   SOLE   13,000 0 0
NVR, Inc. COM 62944t105   5,070,693 910 SH   SOLE   727 0 183
NextEra Energy, Inc. COM 65339f101   35,859,081 465,219 SH   SOLE   461,649 0 3,570
Nike Inc, Cl. B COM 654106103   1,414,407 11,533 SH   SOLE   11,533 0 0
Northrop Grumman Corporation COM 666807102   15,430,645 33,420 SH   SOLE   33,420 0 0
OneMain Holdings, Inc. COM 68268w103   2,968,996 80,070 SH   SOLE   64,278 0 15,792
Oracle Corporation COM 68389X105   17,996,057 193,673 SH   SOLE   193,673 0 0
Palo Alto Networks, Inc. COM 697435105   359,532 1,800 SH   SOLE   1,800 0 0
PepsiCo, Inc. COM 713448108   30,219,662 165,769 SH   SOLE   165,769 0 0
Petco Health & Wellness Compan COM 71601v105   1,537,146 170,794 SH   SOLE   135,937 0 34,857
Pioneer Natural Resources Co. COM 723787107   65,780,598 322,075 SH   SOLE   320,435 0 1,640
Post Holdings, Inc. COM 737446104   41,934,241 466,610 SH   SOLE   463,330 0 3,280
Principal Financial Group, Inc COM 74251v102   24,954,275 335,768 SH   SOLE   335,768 0 0
QUALCOMM Incorporated COM 747525103   271,107 2,125 SH   SOLE   2,125 0 0
RLI Corp COM 749607107   370,021 2,784 SH   SOLE   2,784 0 0
Raytheon Technologies Corp. COM 75513e101   652,214 6,660 SH   SOLE   6,660 0 0
Regions Financial Corp. New COM 7591ep100   367,933 19,824 SH   SOLE   19,824 0 0
Schwab US Large-Cap ETF COM 808524201   746,978 15,443 SH   SOLE   15,443 0 0
Service Corporation Internatio COM 817565104   2,774,035 40,332 SH   SOLE   31,441 0 8,891
Skyline Champion Corporation COM 830830105   399,170 5,306 SH   SOLE   5,306 0 0
Starbucks Corp COM 855244109   758,066 7,280 SH   SOLE   7,280 0 0
TJX Co. COM 872540109   211,572 2,700 SH   SOLE   2,700 0 0
Target Corporation COM 87612e106   25,318,357 152,861 SH   SOLE   152,861 0 0
Tempur Sealy International Inc COM 88023u101   3,951,488 100,063 SH   SOLE   80,496 0 19,567
Texas Instruments Incorporated COM 882508104   23,006,929 123,687 SH   SOLE   123,687 0 0
The Carlyle Group Inc. COM 14316j108   71,271,908 2,294,653 SH   SOLE   2,266,732 0 27,921
The Descartes Systems Group In COM 249906108   3,181,999 39,474 SH   SOLE   31,558 0 7,916
The Home Depot, Inc. COM 437076102   41,022,039 139,001 SH   SOLE   138,381 0 620
The Procter & Gamble Company COM 742718109   16,125,333 108,449 SH   SOLE   108,449 0 0
The Walt Disney Company COM 254687106   538,699 5,380 SH   SOLE   5,380 0 0
Thermo Fisher Scientific, Inc. COM 883556102   1,874,355 3,252 SH   SOLE   3,252 0 0
TopBuild Corp. COM 89055f103   2,927,489 14,065 SH   SOLE   11,200 0 2,865
Tractor Supply Company COM 892356106   26,325,933 112,006 SH   SOLE   112,006 0 0
Trane Technologies plc COM g8994e103   1,088,242 5,915 SH   SOLE   5,915 0 0
Union Pacific Corporation COM 907818108   223,248 1,109 SH   SOLE   1,109 0 0
United Rentals, Inc. COM 911363109   90,057,563 227,556 SH   SOLE   224,384 0 3,172
UnitedHealth Group, Incorporat COM 91324p102   93,265,181 197,349 SH   SOLE   196,339 0 1,010
Victory Capital Holdings, Inc. COM 92645b103   3,004,185 102,637 SH   SOLE   83,646 0 18,991
Visa Inc. COM 92826c839   66,404,283 294,528 SH   SOLE   292,338 0 2,190
Walmart, Inc. COM 931142103   1,618,264 10,975 SH   SOLE   10,975 0 0
Yum! Brands COM 988498101   594,360 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105   4,096,158 12,881 SH   SOLE   10,322 0 2,559
ePlus, Inc. COM 294268107   231,175 4,714 SH   SOLE   4,714 0 0
iShares Core MSCI EAFE ETF COM 46432f842   254,364 3,805 SH   SOLE   3,805 0 0
iShares Core S&P Smallcap - ET COM 464287804   348,120 3,600 SH   SOLE   3,600 0 0