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 282,810 2,132 SH SOLE 2,132 0 0
AbbVie Inc. COM 00287Y109 415,059 1,981 SH SOLE 1,981 0 0
Accenture plc COM G1151C101 24,422,135 78,266 SH SOLE 78,266 0 0
Addus Homecare Corp COM 006739106 4,480,310 45,306 SH SOLE 45,306 0 0
Adobe Inc. COM 00724F101 295,318 770 SH SOLE 770 0 0
Agilent Technologies, Inc. COM 00846U101 3,842,821 32,850 SH SOLE 32,850 0 0
Alamo Group Inc. COM 011311107 727,275 4,081 SH SOLE 4,081 0 0
Alarm.com Holdings, Inc. COM 011642105 380,368 6,835 SH SOLE 6,835 0 0
Align Technology Inc COM 016255101 6,842,577 43,073 SH SOLE 43,073 0 0
Alphabet Inc. Class A COM 02079K305 110,105,413 712,011 SH SOLE 712,011 0 0
Alphabet Inc. Class C COM 02079K107 2,543,424 16,280 SH SOLE 16,280 0 0
Amazon.com, Inc. COM 023135106 188,033,768 988,299 SH SOLE 988,299 0 0
America's Car-Mart Inc COM 03062T105 471,647 10,391 SH SOLE 10,391 0 0
Ameriprise Financial, Inc. COM 03076C106 22,567,518 46,617 SH SOLE 46,617 0 0
AMETEK, Inc. COM 031100100 3,898,660 22,648 SH SOLE 22,648 0 0
Amgen Inc. COM 031162100 26,132,948 83,880 SH SOLE 83,880 0 0
Analog Devices, Inc. COM 032654105 330,940 1,641 SH SOLE 1,641 0 0
Apollo Global Management, Inc. COM 03769M106 31,138,167 227,385 SH SOLE 227,385 0 0
Apple Inc. COM 037833100 144,198,181 649,161 SH SOLE 649,161 0 0
Applied Materials, Inc. COM 038222105 72,498,827 499,578 SH SOLE 499,578 0 0
Argent Mid Cap ETF COM 02072L839 375,203 11,915 SH SOLE 11,915 0 0
Asbury Automotive Group, Inc. COM 043436104 3,400,936 15,400 SH SOLE 15,400 0 0
Automatic Data Processing, Inc. COM 053015103 29,078,720 95,175 SH SOLE 95,175 0 0
Axos Financials, Inc. COM 05465C100 2,510,280 38,907 SH SOLE 38,907 0 0
Balchem Corporation COM 057665200 933,418 5,623 SH SOLE 5,623 0 0
Bank of New York Mellon Corp COM 064058100 561,929 6,700 SH SOLE 6,700 0 0
BellRing Brands, Inc. COM 07831C103 1,791,954 24,066 SH SOLE 24,066 0 0
Berkshire Hathaway Inc. COM 084670108 798,442 1 SH SOLE 1 0 0
Berkshire Hathaway Inc. Class B COM 084670702 889,409 1,670 SH SOLE 1,670 0 0
BlackRock, Inc. COM 09290D101 271,640 287 SH SOLE 287 0 0
Blackstone Inc. COM 09260D107 76,768,554 549,210 SH SOLE 549,210 0 0
Booz Allen Hamilton Holding Corporation COM 099502106 80,113,628 766,051 SH SOLE 766,051 0 0
Broadcom Inc. COM 11135F101 63,325,593 378,221 SH SOLE 378,221 0 0
Builders FirstSource, Inc. COM 12008R107 4,421,876 35,392 SH SOLE 35,392 0 0
Carrier Global Corporation COM 14448C104 422,244 6,660 SH SOLE 6,660 0 0
CBIZ, Inc. COM 124805102 6,749,188 88,969 SH SOLE 88,969 0 0
CDW Corporation COM 12514G108 303,372 1,893 SH SOLE 1,893 0 0
Champion Homes, Inc. COM 830830105 1,561,645 16,480 SH SOLE 16,480 0 0
Cheniere Energy, Inc COM 16411R208 3,585,347 15,494 SH SOLE 15,494 0 0
Chesapeake Utilities Corp COM 165303108 807,439 6,287 SH SOLE 6,287 0 0
Chevron Corporation COM 166764100 26,830,344 160,382 SH SOLE 160,382 0 0
Churchill Downs Incorporated COM 171484108 878,130 7,906 SH SOLE 7,906 0 0
Cintas Corporation COM 172908105 4,719,848 22,964 SH SOLE 22,964 0 0
Cisco Systems, Inc. COM 17275R102 293,123 4,750 SH SOLE 4,750 0 0
Coca-Cola COM 191216100 738,402 10,310 SH SOLE 10,310 0 0
Colliers International Group Inc. COM 194693107 5,032,867 41,491 SH SOLE 41,491 0 0
Comfort Systems USA, Inc. COM 199908104 1,193,268 3,702 SH SOLE 3,702 0 0
Concentra Group Holdings Parent, Inc. COM 20603L102 699,825 32,250 SH SOLE 32,250 0 0
Copart, Inc. COM 217204106 81,286,555 1,436,412 SH SOLE 1,436,412 0 0
Costco Wholesale Corporation COM 22160K105 2,558,335 2,705 SH SOLE 2,705 0 0
CSW Industrials, Inc. COM 126402106 601,697 2,064 SH SOLE 2,064 0 0
D.R. Horton, Inc. COM 23331A109 69,109,218 543,611 SH SOLE 543,611 0 0
Danaher Corporation COM 235851102 75,649,155 369,020 SH SOLE 369,020 0 0
Dimensional US Small Cap Value ETF COM 25434V815 496,172 17,626 SH SOLE 17,626 0 0
Eaton Corporation plc COM G29183103 32,960,626 121,255 SH SOLE 121,255 0 0
Edwards Lifesciences COM 28176E108 1,020,518 14,080 SH SOLE 14,080 0 0
Emerson Electric Co. COM 291011104 662,116 6,039 SH SOLE 6,039 0 0
EnPro Inc. COM 29355X107 859,105 5,310 SH SOLE 5,310 0 0
Entegris, Inc. COM 29362U104 2,742,859 31,354 SH SOLE 31,354 0 0
ePlus, Inc. COM 294268107 1,188,742 19,478 SH SOLE 19,478 0 0
Exponent, Inc. COM 30214U102 741,537 9,148 SH SOLE 9,148 0 0
Extra Space Storage Inc. COM 30225T102 18,081,655 121,770 SH SOLE 121,770 0 0
Exxon Mobil Corp COM 30231G102 78,975,303 664,049 SH SOLE 664,049 0 0
Factset Research Systems, Inc. COM 303075105 888,821 1,955 SH SOLE 1,955 0 0
Fair Isaac Corporation COM 303250104 47,081,405 25,530 SH SOLE 25,530 0 0
Federal Signal Corporation COM 313855108 1,387,083 18,859 SH SOLE 18,859 0 0
Ferguson Enterprises Inc. COM 31488V107 24,540,548 153,158 SH SOLE 153,158 0 0
FirstService Corporation COM 33767E202 5,539,596 33,381 SH SOLE 33,381 0 0
Fortinet, Inc. COM 34959E109 59,148,016 614,461 SH SOLE 614,461 0 0
Garmin Ltd. COM H2906T109 19,830,952 91,332 SH SOLE 91,332 0 0
Gartner, Inc COM 366651107 4,565,932 10,878 SH SOLE 10,878 0 0
General Mills, Inc. COM 370334104 227,800 3,810 SH SOLE 3,810 0 0
Glacier Bancorp, Inc. COM 37637Q105 742,763 16,797 SH SOLE 16,797 0 0
GoDaddy Inc. COM 380237107 4,268,958 23,698 SH SOLE 23,698 0 0
Green Brick Partners Inc. COM 392709101 1,511,395 25,920 SH SOLE 25,920 0 0
Halozyme Therapeutics, Inc. COM 40637H109 772,420 12,105 SH SOLE 12,105 0 0
Hamilton Lane Incorporated COM 407497106 1,767,686 11,890 SH SOLE 11,890 0 0
HCA Healthcare, Inc. COM 40412C101 78,640,312 227,580 SH SOLE 227,580 0 0
Herc Holdings, Inc. COM 42704L104 896,789 6,679 SH SOLE 6,679 0 0
Honeywell International Inc. COM 438516106 992,049 4,685 SH SOLE 4,685 0 0
Houlihan Lokey, Inc. COM 441593100 38,045,368 235,575 SH SOLE 235,575 0 0
I3 Verticals, LLC COM 46571Y107 533,538 21,627 SH SOLE 21,627 0 0
ICF International Inc. COM 44925C103 3,221,901 37,918 SH SOLE 37,918 0 0
Intercontinental Exchange COM 45866F104 1,121,250 6,500 SH SOLE 6,500 0 0
International Business Machines Corp COM 459200101 225,535 907 SH SOLE 907 0 0
iShares Core MSCI EAFE ETF COM 46432F842 235,725 3,116 SH SOLE 3,116 0 0
iShares Core S&P 500 ETF COM 464287200 631,576 1,124 SH SOLE 1,124 0 0
iShares Russell 1000 ETF COM 464287622 17,272,529 56,310 SH SOLE 56,310 0 0
IShares Russell Mid-cap ETF COM 464287499 7,210,618 84,761 SH SOLE 84,761 0 0
Johnson & Johnson COM 478160104 303,156 1,828 SH SOLE 1,828 0 0
JPMorgan Chase & Co. COM 46625H100 55,871,303 227,767 SH SOLE 227,767 0 0
Kinsale Capital Group, Inc. COM 49714P108 785,064 1,613 SH SOLE 1,613 0 0
Lockheed Martin Corporation COM 539830109 205,487 460 SH SOLE 460 0 0
Lowe's Companies Inc. COM 548661107 208,508 894 SH SOLE 894 0 0
LPL Financial Holdings Inc. COM 50212V100 6,296,160 19,246 SH SOLE 19,246 0 0
Madison Square Garden Sports Corp COM 55825T103 569,751 2,926 SH SOLE 2,926 0 0
Magnolia Oil & Gas Corporation COM 559663109 1,316,425 52,115 SH SOLE 52,115 0 0
Manhattan Associates, Inc. COM 562750109 1,684,717 9,736 SH SOLE 9,736 0 0
Marvell Technology, Inc. COM 573874104 1,131,164 18,372 SH SOLE 18,372 0 0
Mastercard Incorporated COM 57636Q104 123,822,824 225,905 SH SOLE 225,905 0 0
Medpace Holdings, Inc. COM 58506Q109 26,316,075 86,370 SH SOLE 86,370 0 0
Merck & Co, Inc. COM 58933Y105 311,916 3,475 SH SOLE 3,475 0 0
Meta Platforms, Inc. COM 30303M102 38,790,778 67,303 SH SOLE 67,303 0 0
Microsoft Corporation COM 594918104 184,749,555 492,154 SH SOLE 492,154 0 0
Molina Healthcare, Inc. COM 60855R100 242,102 735 SH SOLE 735 0 0
Murphy USA Inc. COM 626755102 43,040,344 91,612 SH SOLE 91,612 0 0
NextEra Energy, Inc. COM 65339F101 41,721,734 588,542 SH SOLE 588,542 0 0
Novanta Inc. COM 67000B104 643,825 5,035 SH SOLE 5,035 0 0
NVIDIA Corporation COM 67066G104 94,810,182 874,794 SH SOLE 874,794 0 0
O'Reilly Automotive, Inc. COM 67103H107 58,798,814 41,044 SH SOLE 41,044 0 0
OneMain Holdings, Inc. COM 68268W103 39,239,102 802,764 SH SOLE 802,764 0 0
Onto Innovation Inc. COM 683344105 665,914 5,488 SH SOLE 5,488 0 0
Oracle Corporation COM 68389X105 21,428,493 153,269 SH SOLE 153,269 0 0
Packaging Corp. of America COM 695156109 233,268 1,178 SH SOLE 1,178 0 0
Palo Alto Networks, Inc. COM 697435105 618,399 3,624 SH SOLE 3,624 0 0
Patrick Industries, Inc. COM 703343103 18,487,151 218,628 SH SOLE 218,628 0 0
PepsiCo, Inc. COM 713448108 20,099,343 134,049 SH SOLE 134,049 0 0
Post Holdings, Inc. COM 737446104 260,414 2,238 SH SOLE 2,238 0 0
Qualys, Inc. COM 74758T303 559,381 4,442 SH SOLE 4,442 0 0
RBC Bearings Incorporated COM 75524B104 1,424,798 4,428 SH SOLE 4,428 0 0
Republic Services, Inc. COM 760759100 25,872,631 106,841 SH SOLE 106,841 0 0
RLI Corp COM 749607107 20,269,773 252,331 SH SOLE 252,331 0 0
Schwab US Dividend Equity ETF COM 808524797 1,497,230 53,549 SH SOLE 53,549 0 0
Schwab US Large-Cap ETF COM 808524201 2,868,943 129,934 SH SOLE 129,934 0 0
Schwab US Mid-Cap ETF COM 808524508 270,515 10,325 SH SOLE 10,325 0 0
Select Medical Holdings Corporation COM 81619Q105 904,439 54,158 SH SOLE 54,158 0 0
Service Corporation International COM 817565104 3,800,194 47,384 SH SOLE 47,384 0 0
ServiceNow, Inc. COM 81762P102 42,176,313 52,976 SH SOLE 52,976 0 0
Somnigroup International Inc. COM 88023U101 4,504,400 75,224 SH SOLE 75,224 0 0
SPDR S&P Dividend ETF COM 78464A763 8,338,079 61,454 SH SOLE 61,454 0 0
Starbucks Corp COM 855244109 356,557 3,635 SH SOLE 3,635 0 0
Tetra Tech, Inc. COM 88162G103 578,578 19,780 SH SOLE 19,780 0 0
Texas Instruments Incorporated COM 882508104 16,172,889 89,999 SH SOLE 89,999 0 0
TFI International Inc. COM 87241L109 2,742,709 35,413 SH SOLE 35,413 0 0
The Carlyle Group Inc. COM 14316J108 29,974,781 687,653 SH SOLE 687,653 0 0
The Descartes Systems Group Inc. COM 249906108 5,863,769 58,155 SH SOLE 58,155 0 0
The Home Depot, Inc. COM 437076102 23,594,875 64,381 SH SOLE 64,381 0 0
The Procter & Gamble Company COM 742718109 1,446,958 8,491 SH SOLE 8,491 0 0
The Progressive Corporation COM 743315103 97,713,428 345,265 SH SOLE 345,265 0 0
The Walt Disney Company COM 254687106 389,865 3,950 SH SOLE 3,950 0 0
Thermo Fisher Scientific, Inc. COM 883556102 17,578,318 35,326 SH SOLE 35,326 0 0
Thomson Reuters Corporation COM 884903808 16,616,267 96,170 SH SOLE 96,170 0 0
TJX Co. COM 872540109 328,860 2,700 SH SOLE 2,700 0 0
TopBuild Corp. COM 89055F103 3,911,289 12,826 SH SOLE 12,826 0 0
Tractor Supply Company COM 892356106 24,029,321 436,104 SH SOLE 436,104 0 0
Trane Technologies plc COM G8994E103 1,850,702 5,493 SH SOLE 5,493 0 0
TransDigm Group Incorporated COM 893641100 79,445,518 57,432 SH SOLE 57,432 0 0
Tyler Technologies, Inc. COM 902252105 43,507,739 74,834 SH SOLE 74,834 0 0
UFP Industries, Inc. COM 90278Q108 1,289,832 12,050 SH SOLE 12,050 0 0
UFP Technologies, Inc. COM 902673102 345,933 1,715 SH SOLE 1,715 0 0
United Rentals, Inc. COM 911363109 73,816,680 117,786 SH SOLE 117,786 0 0
UnitedHealth Group, Incorporated COM 91324P102 108,126,337 206,446 SH SOLE 206,446 0 0
Victory Capital Holdings, Inc. COM 92645B103 6,938,952 119,906 SH SOLE 119,906 0 0
Visa Inc. COM 92826C839 90,764,809 258,988 SH SOLE 258,988 0 0
Walmart, Inc. COM 931142103 2,786,718 31,743 SH SOLE 31,743 0 0
Waste Connections, Inc. COM 94106B101 69,639,216 356,777 SH SOLE 356,777 0 0