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
Expires: July 31, 2015
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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
Abbott Laboratories COM 002824100 2,091,574 19,051 SH SOLE 19,051 0 0
AbbVie Inc COM 00287Y109 2,186,927 13,532 SH SOLE 13,532 0 0
Accenture Ltd. Ireland Class COM G1151C101 2,638,613 9,888 SH SOLE 9,888 0 0
Activision Blizzard Inc. COM 00507V109 12,699,109 165,893 SH SOLE 165,893 0 0
Adobe Inc COM 00724F101 19,453,117 57,805 SH SOLE 57,805 0 0
Advanced Micro Devices Inc COM 007903107 711,175 10,980 SH SOLE 10,980 0 0
AEye Inc COM 008183105 52,257 108,733 SH SOLE 108,733 0 0
Agco Corp COM 001084102 1,537,222 11,084 SH SOLE 11,084 0 0
Air Products & Chemicals Inc. COM 009158106 298,396 968 SH SOLE 968 0 0
Alaska Air Group COM 011659109 1,307,609 30,452 SH SOLE 30,452 0 0
Align Technology Inc COM 016255101 254,767 1,208 SH SOLE 1,208 0 0
Alphabet Inc Class A COM 02079K305 20,393,482 231,140 SH SOLE 231,140 0 0
Alphabet Inc Class C COM 02079K107 4,046,798 45,608 SH SOLE 45,608 0 0
Amazon.com Inc. COM 023135106 20,360,335 242,385 SH SOLE 242,385 0 0
Amer Express Company COM 025816109 3,819,042 25,848 SH SOLE 25,848 0 0
American Tower REIT COM 03027X100 3,406,051 16,077 SH SOLE 16,077 0 0
Amgen Incorporated COM 031162100 414,183 1,577 SH SOLE 1,577 0 0
Apple Inc COM 037833100 35,851,168 275,927 SH SOLE 275,927 0 0
Applied Materials Inc. COM 038222105 3,255,511 33,431 SH SOLE 33,431 0 0
Archer Daniels Midland Co. COM 039483102 247,260 2,663 SH SOLE 2,663 0 0
Archrock Inc COM 03957W106 94,290 10,500 SH SOLE 10,500 0 0
ASML Hldg NV NY Registry Shs N COM N07059210 7,431,448 13,601 SH SOLE 13,601 0 0
Astrazeneca PLC Spon. ADR COM 046353108 1,066,056 15,724 SH SOLE 15,724 0 0
Atlassian Corp Cl A COM 049468101 718,549 5,584 SH SOLE 5,584 0 0
Automatic Data Processing COM 053015103 2,643,941 11,069 SH SOLE 11,069 0 0
Axon Enterprise Inc COM 05464C101 451,496 2,721 SH SOLE 2,721 0 0
Ball Corp COM 058498106 1,168,140 22,842 SH SOLE 22,842 0 0
Bank of America Corporation COM 060505104 308,172 9,305 SH SOLE 9,305 0 0
Berkshire Hathaway Inc Class COM 084670702 2,234,583 7,234 SH SOLE 7,234 0 0
Blackrock Inc COM 09247X101 294,081 415 SH SOLE 415 0 0
Blackstone Group Inc Cl A COM 09260D107 2,322,137 31,300 SH SOLE 31,300 0 0
Boeing Company COM 097023105 451,842 2,372 SH SOLE 2,372 0 0
Bristol Myers Squibb Company COM 110122108 280,821 3,903 SH SOLE 3,903 0 0
Broadcom Inc Com COM 11135F101 8,906,588 15,929 SH SOLE 15,929 0 0
Brookfield Corp COM 11271J107 866,228 27,561 SH SOLE 27,561 0 0
Brookfield Infrastructure Corp COM 11275Q107 1,020,296 26,229 SH SOLE 26,229 0 0
Cadence Design Systems Inc. COM 127387108 584,408 3,638 SH SOLE 3,638 0 0
Cass Information Systems Inc. COM 14808P109 200,403 4,374 SH SOLE 4,374 0 0
Caterpillar Inc. COM 149123101 2,364,886 9,872 SH SOLE 9,872 0 0
Charles River Laboratories Int COM 159864107 635,832 2,918 SH SOLE 2,918 0 0
Chemed Corp New COM 16359R103 1,020,860 2,000 SH SOLE 2,000 0 0
Cheniere Energy Inc New COM 16411R208 5,860,176 39,078 SH SOLE 39,078 0 0
Chevron Corporation COM 166764100 543,316 3,027 SH SOLE 3,027 0 0
Chipotle Mexican Grill Inc COM 169656105 10,070,402 7,258 SH SOLE 7,258 0 0
Chubb Corporation COM H1467J104 2,140,773 9,704 SH SOLE 9,704 0 0
Cisco Systems Inc COM 17275R102 2,505,914 52,601 SH SOLE 52,601 0 0
Coca-Cola Company COM 191216100 2,358,449 37,077 SH SOLE 37,077 0 0
Colgate Palmolive Co. COM 194162103 2,299,880 29,190 SH SOLE 29,190 0 0
Comcast Corporation Class A COM 20030N101 833,166 23,825 SH SOLE 23,825 0 0
Commerce Bancshares Inc. COM 200525103 594,335 8,731 SH SOLE 8,731 0 0
Costco Wholesale Corporation COM 22160K105 18,112,381 39,677 SH SOLE 39,677 0 0
Crowdstrike Hldgs Inc Cl A COM 22788C105 329,347 3,128 SH SOLE 3,128 0 0
Cummins Inc. COM 231021106 2,242,394 9,255 SH SOLE 9,255 0 0
CVS Health COM 126650100 476,055 5,108 SH SOLE 5,108 0 0
CyberArk Software Ltd COM M2682V108 282,118 2,176 SH SOLE 2,176 0 0
Daktronics Inc COM 234264109 43,104 15,285 SH SOLE 15,285 0 0
Danaher Corporation COM 235851102 908,990 3,425 SH SOLE 3,425 0 0
Deckers Outdoor Corporation COM 243537107 15,085,853 37,794 SH SOLE 37,794 0 0
Deere & Company COM 244199105 17,367,644 40,507 SH SOLE 40,507 0 0
DexCom Inc COM 252131107 9,517,709 84,049 SH SOLE 84,049 0 0
Dicks Sporting Goods Inc. COM 253393102 2,473,247 20,561 SH SOLE 20,561 0 0
Disney Walt Co. COM 254687106 2,539,676 29,232 SH SOLE 29,232 0 0
Dollar Gen Corp New COM 256677105 3,409,577 13,846 SH SOLE 13,846 0 0
Edwards Lifesciences Corporati COM 28176E108 1,090,873 14,621 SH SOLE 14,621 0 0
Elastic NV COM N14506104 201,971 3,921 SH SOLE 3,921 0 0
Elevance Health Inc COM 036752103 3,100,842 6,045 SH SOLE 6,045 0 0
Eli Lilly & Co COM 532457108 14,571,818 39,831 SH SOLE 39,831 0 0
Emerson Electric Company COM 291011104 875,888 9,118 SH SOLE 9,118 0 0
Enterprise Financial Services COM 293712105 621,404 12,692 SH SOLE 12,692 0 0
Epam Systems Inc COM 29414B104 4,156,071 12,681 SH SOLE 12,681 0 0
Etsy Inc COM 29786A106 285,795 2,386 SH SOLE 2,386 0 0
Evoqua Water Technologies Corp COM 30057T105 1,458,864 36,840 SH SOLE 36,840 0 0
Exxon Mobil Corporation COM 30231G102 561,317 5,089 SH SOLE 5,089 0 0
Fedex Corporation COM 31428X106 1,558,270 8,997 SH SOLE 8,997 0 0
Fiserv Inc COM 337738108 3,012,998 29,811 SH SOLE 29,811 0 0
Gallagher Arthur J & Company COM 363576109 2,025,814 10,745 SH SOLE 10,745 0 0
Gartner Inc COM 366651107 20,146,551 59,935 SH SOLE 59,935 0 0
General Mills Inc. COM 370334104 502,848 5,997 SH SOLE 5,997 0 0
Gilead Sciences Inc COM 375558103 1,240,962 14,455 SH SOLE 14,455 0 0
Globant S A COM L44385109 228,025 1,356 SH SOLE 1,356 0 0
Goldman Sachs Group Inc COM 38141G104 602,645 1,755 SH SOLE 1,755 0 0
Hess Corporation COM 42809H107 216,644 1,528 SH SOLE 1,528 0 0
Home Depot Inc COM 437076102 10,334,215 32,718 SH SOLE 32,718 0 0
Honeywell International Inc. COM 438516106 702,161 3,277 SH SOLE 3,277 0 0
Idexx Laboratories Corp COM 45168D104 838,766 2,056 SH SOLE 2,056 0 0
Intuit Inc. COM 461202103 927,054 2,382 SH SOLE 2,382 0 0
Intuitive Surgical Inc COM 46120E602 24,441,388 92,110 SH SOLE 92,110 0 0
Johnson & Johnson COM 478160104 1,389,986 7,869 SH SOLE 7,869 0 0
Johnson Controls International COM G51502105 1,415,552 22,118 SH SOLE 22,118 0 0
JP Morgan Chase & Co. COM 46625H100 334,445 2,494 SH SOLE 2,494 0 0
Lab Corporation of America Hol COM 50540R409 1,718,533 7,298 SH SOLE 7,298 0 0
Lam Research Corp COM 512807108 706,806 1,682 SH SOLE 1,682 0 0
Lowes Companies Inc. COM 548661107 3,658,246 18,361 SH SOLE 18,361 0 0
Lululemon Athletica Inc. COM 550021109 16,409,223 51,218 SH SOLE 51,218 0 0
Markel Corporation COM 570535104 15,562,192 11,812 SH SOLE 11,812 0 0
Mastercard Inc Class A COM 57636Q104 26,488,405 76,175 SH SOLE 76,175 0 0
McDonalds Corp. COM 580135101 967,155 3,670 SH SOLE 3,670 0 0
McKesson Corp. COM 58155Q103 15,174,660 40,453 SH SOLE 40,453 0 0
Merck & Co Inc New COM 58933Y105 489,955 4,416 SH SOLE 4,416 0 0
Microchip Technology Inc. COM 595017104 574,571 8,179 SH SOLE 8,179 0 0
Microsoft Corporation COM 594918104 42,294,537 176,360 SH SOLE 176,360 0 0
Netflix Inc. COM 64110L106 2,191,253 7,431 SH SOLE 7,431 0 0
Norfolk Southern Corp. COM 655844108 221,778 900 SH SOLE 900 0 0
Northrop Grumman Corp COM 666807102 436,488 800 SH SOLE 800 0 0
Nvidia Corporation COM 67066G104 3,344,497 22,886 SH SOLE 22,886 0 0
O'Reilly Automotive Inc New COM 67103H107 12,192,013 14,445 SH SOLE 14,445 0 0
ON Semiconductor Corp COM 682189105 13,389,654 214,681 SH SOLE 214,681 0 0
ONEOK Inc COM 682680103 802,394 12,213 SH SOLE 12,213 0 0
Oracle Corporation COM 68389X105 327,584 4,008 SH SOLE 4,008 0 0
PayPal Hldgs Inc COM 70450Y103 2,729,578 38,326 SH SOLE 38,326 0 0
Pepsico Inc. COM 713448108 3,855,465 21,341 SH SOLE 21,341 0 0
Pfizer Inc COM 717081103 599,354 11,697 SH SOLE 11,697 0 0
Philip Morris International In COM 718172109 410,687 4,058 SH SOLE 4,058 0 0
PNC Financial Services Group COM 693475105 2,118,449 13,413 SH SOLE 13,413 0 0
Procter & Gamble Co. COM 742718109 3,760,394 24,811 SH SOLE 24,811 0 0
Qualcomm Inc. COM 747525103 2,458,839 22,365 SH SOLE 22,365 0 0
Quanta Services COM 74762E102 20,669,163 145,047 SH SOLE 145,047 0 0
Quest Diagnostics Inc. COM 74834L100 1,208,812 7,727 SH SOLE 7,727 0 0
Regeneron Pharmaceuticals COM 75886F107 4,951,586 6,863 SH SOLE 6,863 0 0
Regions Financial Corporation COM 7591EP100 2,242,757 104,024 SH SOLE 104,024 0 0
RH COM 74967X103 400,785 1,500 SH SOLE 1,500 0 0
S&P Global Inc COM 78409V104 5,646,196 16,857 SH SOLE 16,857 0 0
Salesforce.com Inc COM 79466L302 3,127,931 23,591 SH SOLE 23,591 0 0
SBA Communications Corp New Cl COM 78410G104 2,425,966 8,655 SH SOLE 8,655 0 0
ServiceNow Inc COM 81762P102 5,170,980 13,318 SH SOLE 13,318 0 0
Sherwin-Williams Co COM 824348106 1,354,736 5,708 SH SOLE 5,708 0 0
Simmons First Natl Corp Cl A COM 828730200 2,535,223 117,480 SH SOLE 117,480 0 0
SolarEdge Technologies Inc COM 83417M104 683,247 2,412 SH SOLE 2,412 0 0
Starbucks Corporation COM 855244109 2,272,692 22,910 SH SOLE 22,910 0 0
Starwood Property Trust Inc COM 85571B105 271,679 14,822 SH SOLE 14,822 0 0
Steris PLC COM G8473T100 745,778 4,038 SH SOLE 4,038 0 0
Synchrony Finl Corp COM 87165B103 1,770,267 53,873 SH SOLE 53,873 0 0
T-Mobile US Inc COM 872590104 3,243,940 23,171 SH SOLE 23,171 0 0
Take Two Interactive Software COM 874054109 257,722 2,475 SH SOLE 2,475 0 0
Target Corporation COM 87612E106 4,353,758 29,212 SH SOLE 29,212 0 0
TC Energy Corp COM 87807B107 498,761 12,518 SH SOLE 12,518 0 0
Tesla Motors Inc COM 88160R101 3,796,038 30,817 SH SOLE 30,817 0 0
Texas Instruments Inc COM 882508104 1,821,323 11,024 SH SOLE 11,024 0 0
The Trade Desk Inc Class A COM 88339J105 13,732,326 306,320 SH SOLE 306,320 0 0
Thermo Fisher Scientific Inc COM 883556102 20,114,869 36,527 SH SOLE 36,527 0 0
TJX Companies Inc. COM 872540109 204,890 2,574 SH SOLE 2,574 0 0
Tractor Supply Co. COM 892356106 11,646,114 51,767 SH SOLE 51,767 0 0
Triton Intl Ltd Shs A COM G9078F107 214,937 3,125 SH SOLE 3,125 0 0
U. S. Bancorp COM 902973304 565,633 12,970 SH SOLE 12,970 0 0
Union Pacific Corporation COM 907818108 4,244,316 20,497 SH SOLE 20,497 0 0
United Parcel Service Inc COM 911312106 1,213,885 6,983 SH SOLE 6,983 0 0
United Rentals Inc COM 911363109 2,854,378 8,031 SH SOLE 8,031 0 0
UnitedHealth Group Inc. COM 91324P102 14,149,079 26,687 SH SOLE 26,687 0 0
Vertex Pharmaceuticals Inc COM 92532F100 13,466,678 46,633 SH SOLE 46,633 0 0
Visa Inc. Class A COM 92826C839 360,464 1,735 SH SOLE 1,735 0 0
Vulcan Materials Co Hldg Co COM 929160109 4,889,353 27,922 SH SOLE 27,922 0 0
W P Carey Inc COM 92936U109 2,038,369 26,083 SH SOLE 26,083 0 0
Wal-Mart Stores Inc. COM 931142103 525,111 3,703 SH SOLE 3,703 0 0
Waste Mgmt. Inc. Com COM 94106L109 7,269,633 46,339 SH SOLE 46,339 0 0
Western Digital Corp Sr Nt Con CONV 958102ap0 248,602 261,000 PRN SOLE 261,000 0 0
Health Care Select SPDR ETF 81369Y209 354,025 2,606 SH SOLE 2,606 0 0
IShares DJ Select Dividend Ind ETF 464287168 1,707,575 14,159 SH SOLE 14,159 0 0
IShares MSCI EAFE Index Fund ETF 464287465 371,851 5,665 SH SOLE 5,665 0 0
Ishares Russell 1000 Growth In ETF 464287614 482,683 2,253 SH SOLE 2,253 0 0
IShares S&P 500 Growth Index ETF 464287309 233,941 3,999 SH SOLE 3,999 0 0
S&P 500 Depositary Receipt ETF 78462F103 368,663 964 SH SOLE 964 0 0
Vanguard Emerging Markets ETF ETF 922042858 320,610 8,225 SH SOLE 8,225 0 0
Vanguard Idx Fds Small Cap Val ETF 922908611 481,799 3,034 SH SOLE 3,034 0 0
Vanguard Idx Fds Vanguard Smal ETF 922908751 921,004 5,018 SH SOLE 5,018 0 0
Vanguard Splzd Port Div Appre ETF 921908844 1,114,731 7,341 SH SOLE 7,341 0 0
Vanguard Tax Mgd Intl Fd FTSE ETF 921943858 959,854 22,870 SH SOLE 22,870 0 0