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
Estimated average burden
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 289,973 2,132 SH SOLE 2,132 0 0
AbbVie Inc. COM 00287Y109 362,887 1,955 SH SOLE 1,955 0 0
Accenture plc COM G1151C101 24,018,855 80,360 SH SOLE 80,360 0 0
Addus Homecare Corp COM 006739106 5,299,201 46,004 SH SOLE 46,004 0 0
Adobe Inc. COM 00724F101 297,898 770 SH SOLE 770 0 0
Agilent Technologies, Inc. COM 00846U101 3,886,229 32,931 SH SOLE 32,931 0 0
Alamo Group Inc. COM 011311107 940,999 4,309 SH SOLE 4,309 0 0
Alarm.com Holdings, Inc. COM 011642105 407,983 7,212 SH SOLE 7,212 0 0
Align Technology Inc COM 016255101 21,473,241 113,417 SH SOLE 113,417 0 0
Alphabet Inc. Class A COM 02079K305 124,387,137 705,823 SH SOLE 705,823 0 0
Alphabet Inc. Class C COM 02079K107 2,887,909 16,280 SH SOLE 16,280 0 0
Amazon.com, Inc. COM 023135106 214,992,547 979,956 SH SOLE 979,956 0 0
America's Car-Mart Inc COM 03062T105 614,479 10,965 SH SOLE 10,965 0 0
Ameriprise Financial, Inc. COM 03076C106 347,992 652 SH SOLE 652 0 0
AMETEK, Inc. COM 031100100 4,079,235 22,542 SH SOLE 22,542 0 0
Amgen Inc. COM 031162100 24,118,769 86,382 SH SOLE 86,382 0 0
Analog Devices, Inc. COM 032654105 390,591 1,641 SH SOLE 1,641 0 0
Apollo Global Management, Inc. COM 03769M106 45,618,484 321,551 SH SOLE 321,551 0 0
Apple Inc. COM 037833100 84,250,328 410,637 SH SOLE 410,637 0 0
Applied Materials, Inc. COM 038222105 91,033,075 497,258 SH SOLE 497,258 0 0
Argent Mid Cap ETF COM 02072L839 396,293 11,915 SH SOLE 11,915 0 0
Asbury Automotive Group, Inc. COM 043436104 1,035,025 4,339 SH SOLE 4,339 0 0
Automatic Data Processing, Inc. COM 053015103 30,149,759 97,762 SH SOLE 97,762 0 0
Axos Financials, Inc. COM 05465C100 2,986,471 39,275 SH SOLE 39,275 0 0
Badger Meter, Inc. COM 056525108 2,785,087 11,370 SH SOLE 11,370 0 0
Balchem Corporation COM 057665200 947,081 5,949 SH SOLE 5,949 0 0
Bank of New York Mellon Corp COM 064058100 610,437 6,700 SH SOLE 6,700 0 0
BellRing Brands, Inc. COM 07831C103 1,270,868 21,938 SH SOLE 21,938 0 0
Berkshire Hathaway Inc. COM 084670108 728,800 1 SH SOLE 1 0 0
Berkshire Hathaway Inc. Class B COM 084670702 805,407 1,658 SH SOLE 1,658 0 0
BlackRock, Inc. COM 09290D101 301,135 287 SH SOLE 287 0 0
Blackstone Inc. COM 09260D107 82,628,677 552,405 SH SOLE 552,405 0 0
Booz Allen Hamilton Holding Corporation COM 099502106 80,506,886 773,138 SH SOLE 773,138 0 0
Broadcom Inc. COM 11135F101 104,616,363 379,526 SH SOLE 379,526 0 0
Builders FirstSource, Inc. COM 12008R107 3,522,871 30,190 SH SOLE 30,190 0 0
Cardinal Health Inc COM 14149Y108 226,968 1,351 SH SOLE 1,351 0 0
Carrier Global Corporation COM 14448C104 487,445 6,660 SH SOLE 6,660 0 0
Casella Waste Systems, Inc. COM 147448104 639,205 5,540 SH SOLE 5,540 0 0
CBIZ, Inc. COM 124805102 6,429,949 89,666 SH SOLE 89,666 0 0
Champion Homes, Inc. COM 830830105 1,075,452 17,177 SH SOLE 17,177 0 0
Cheniere Energy, Inc COM 16411R208 3,772,174 15,490 SH SOLE 15,490 0 0
Chesapeake Utilities Corp COM 165303108 797,299 6,632 SH SOLE 6,632 0 0
Chevron Corporation COM 166764100 23,720,146 165,655 SH SOLE 165,655 0 0
Churchill Downs Incorporated COM 171484108 2,151,208 21,299 SH SOLE 21,299 0 0
Cintas Corporation COM 172908105 5,094,648 22,859 SH SOLE 22,859 0 0
Cisco Systems, Inc. COM 17275R102 329,555 4,750 SH SOLE 4,750 0 0
Coca-Cola COM 191216100 729,433 10,310 SH SOLE 10,310 0 0
Colliers International Group Inc. COM 194693107 5,901,461 45,208 SH SOLE 45,208 0 0
Comfort Systems USA, Inc. COM 199908104 5,211,435 9,719 SH SOLE 9,719 0 0
Concentra Group Holdings Parent, Inc. COM 20603L102 692,139 33,648 SH SOLE 33,648 0 0
Copart, Inc. COM 217204106 69,940,600 1,425,323 SH SOLE 1,425,323 0 0
Costco Wholesale Corporation COM 22160K105 2,677,788 2,705 SH SOLE 2,705 0 0
CSW Industrials, Inc. COM 126402106 625,289 2,180 SH SOLE 2,180 0 0
D.R. Horton, Inc. COM 23331A109 70,345,171 545,650 SH SOLE 545,650 0 0
Danaher Corporation COM 235851102 72,542,341 367,229 SH SOLE 367,229 0 0
Eaton Corporation plc COM G29183103 45,143,424 126,456 SH SOLE 126,456 0 0
Edwards Lifesciences COM 28176E108 1,101,197 14,080 SH SOLE 14,080 0 0
Emerson Electric Co. COM 291011104 9,557,761 71,685 SH SOLE 71,685 0 0
EnPro Inc. COM 29355X107 1,074,021 5,607 SH SOLE 5,607 0 0
Entegris, Inc. COM 29362U104 2,529,036 31,358 SH SOLE 31,358 0 0
ePlus, Inc. COM 294268107 1,482,737 20,565 SH SOLE 20,565 0 0
Extra Space Storage Inc. COM 30225T102 18,460,186 125,205 SH SOLE 125,205 0 0
Exxon Mobil Corp COM 30231G102 71,595,597 664,152 SH SOLE 664,152 0 0
Factset Research Systems, Inc. COM 303075105 874,432 1,955 SH SOLE 1,955 0 0
Fair Isaac Corporation COM 303250104 6,853,022 3,749 SH SOLE 3,749 0 0
Federal Signal Corporation COM 313855108 2,014,540 18,930 SH SOLE 18,930 0 0
Ferguson Enterprises Inc. COM 31488V107 33,772,466 155,097 SH SOLE 155,097 0 0
FirstService Corporation COM 33767E202 5,901,136 33,794 SH SOLE 33,794 0 0
Fortinet, Inc. COM 34959E109 64,827,927 613,204 SH SOLE 613,204 0 0
Garmin Ltd. COM H2906T109 19,529,037 93,566 SH SOLE 93,566 0 0
Gartner, Inc COM 366651107 4,399,530 10,884 SH SOLE 10,884 0 0
Glacier Bancorp, Inc. COM 37637Q105 763,076 17,713 SH SOLE 17,713 0 0
GoDaddy Inc. COM 380237107 4,258,239 23,649 SH SOLE 23,649 0 0
Green Brick Partners Inc. COM 392709101 1,702,728 27,079 SH SOLE 27,079 0 0
Halozyme Therapeutics, Inc. COM 40637H109 661,382 12,714 SH SOLE 12,714 0 0
Hamilton Lane Incorporated COM 407497106 5,188,517 36,508 SH SOLE 36,508 0 0
Hawkins, Inc. COM 420261109 435,537 3,065 SH SOLE 3,065 0 0
HCA Healthcare, Inc. COM 40412C101 88,274,468 230,421 SH SOLE 230,421 0 0
Herc Holdings, Inc. COM 42704L104 927,098 7,040 SH SOLE 7,040 0 0
Honeywell International Inc. COM 438516106 1,091,043 4,685 SH SOLE 4,685 0 0
Houlihan Lokey, Inc. COM 441593100 43,473,519 241,587 SH SOLE 241,587 0 0
I3 Verticals, LLC COM 46571Y107 626,736 22,807 SH SOLE 22,807 0 0
ICF International Inc. COM 44925C103 4,061,523 47,946 SH SOLE 47,946 0 0
Intercontinental Exchange COM 45866F104 1,192,555 6,500 SH SOLE 6,500 0 0
International Business Machines Corp COM 459200101 267,365 907 SH SOLE 907 0 0
Intuit Inc. COM 461202103 33,820,045 42,939 SH SOLE 42,939 0 0
iShares Core MSCI EAFE ETF COM 46432F842 244,847 2,933 SH SOLE 2,933 0 0
iShares Core S&P 500 ETF COM 464287200 697,892 1,124 SH SOLE 1,124 0 0
Johnson & Johnson COM 478160104 279,227 1,828 SH SOLE 1,828 0 0
JPMorgan Chase & Co. COM 46625H100 67,932,505 234,323 SH SOLE 234,323 0 0
Kinsale Capital Group, Inc. COM 49714P108 1,819,950 3,761 SH SOLE 3,761 0 0
Lockheed Martin Corporation COM 539830109 213,044 460 SH SOLE 460 0 0
LPL Financial Holdings Inc. COM 50212V100 7,210,333 19,229 SH SOLE 19,229 0 0
Madison Square Garden Sports Corp COM 55825T103 646,909 3,096 SH SOLE 3,096 0 0
Magnolia Oil & Gas Corporation COM 559663109 1,231,364 54,776 SH SOLE 54,776 0 0
Manhattan Associates, Inc. COM 562750109 3,678,274 18,627 SH SOLE 18,627 0 0
Marvell Technology, Inc. COM 573874104 1,016,804 13,137 SH SOLE 13,137 0 0
Mastercard Incorporated COM 57636Q104 125,947,490 224,130 SH SOLE 224,130 0 0
Medpace Holdings, Inc. COM 58506Q109 25,186,323 80,247 SH SOLE 80,247 0 0
Merck & Co, Inc. COM 58933Y105 275,081 3,475 SH SOLE 3,475 0 0
Meta Platforms, Inc. COM 30303M102 80,245,941 108,721 SH SOLE 108,721 0 0
Microsoft Corporation COM 594918104 244,043,355 490,628 SH SOLE 490,628 0 0
Molina Healthcare, Inc. COM 60855R100 218,361 733 SH SOLE 733 0 0
MSA Safety Incorporated COM 553498106 17,181,039 102,555 SH SOLE 102,555 0 0
Murphy USA Inc. COM 626755102 35,564,209 87,424 SH SOLE 87,424 0 0
NextEra Energy, Inc. COM 65339F101 40,912,892 589,353 SH SOLE 589,353 0 0
Novanta Inc. COM 67000B104 681,008 5,282 SH SOLE 5,282 0 0
NVIDIA Corporation COM 67066G104 137,655,126 871,290 SH SOLE 871,290 0 0
O'Reilly Automotive, Inc. COM 67103H107 54,720,717 607,131 SH SOLE 607,131 0 0
OneMain Holdings, Inc. COM 68268W103 47,000,328 824,567 SH SOLE 824,567 0 0
Onto Innovation Inc. COM 683344105 584,284 5,789 SH SOLE 5,789 0 0
Oracle Corporation COM 68389X105 34,409,861 157,389 SH SOLE 157,389 0 0
Packaging Corp. of America COM 695156109 221,994 1,178 SH SOLE 1,178 0 0
Palo Alto Networks, Inc. COM 697435105 741,615 3,624 SH SOLE 3,624 0 0
Patrick Industries, Inc. COM 703343103 20,668,965 224,005 SH SOLE 224,005 0 0
PepsiCo, Inc. COM 713448108 18,100,934 137,087 SH SOLE 137,087 0 0
Philip Morris International COM 718172109 225,841 1,240 SH SOLE 1,240 0 0
Post Holdings, Inc. COM 737446104 244,009 2,238 SH SOLE 2,238 0 0
Qualys, Inc. COM 74758T303 664,488 4,651 SH SOLE 4,651 0 0
RBC Bearings Incorporated COM 75524B104 1,782,394 4,632 SH SOLE 4,632 0 0
Republic Services, Inc. COM 760759100 27,112,171 109,939 SH SOLE 109,939 0 0
RLI Corp COM 749607107 27,826,768 385,306 SH SOLE 385,306 0 0
Select Medical Holdings Corporation COM 81619Q105 859,871 56,645 SH SOLE 56,645 0 0
Service Corporation International COM 817565104 3,849,729 47,294 SH SOLE 47,294 0 0
ServiceNow, Inc. COM 81762P102 66,296,767 64,486 SH SOLE 64,486 0 0
Somnigroup International Inc. COM 88023U101 4,190,384 61,578 SH SOLE 61,578 0 0
SPDR S&P 500 ETF Trust COM 78462F103 268,765 435 SH SOLE 435 0 0
Starbucks Corp COM 855244109 333,075 3,635 SH SOLE 3,635 0 0
Tetra Tech, Inc. COM 88162G103 2,248,239 62,521 SH SOLE 62,521 0 0
Texas Instruments Incorporated COM 882508104 19,184,013 92,400 SH SOLE 92,400 0 0
TFI International Inc. COM 87241L109 12,810,612 142,864 SH SOLE 142,864 0 0
The Carlyle Group Inc. COM 14316J108 32,165,422 625,786 SH SOLE 625,786 0 0
The Descartes Systems Group Inc. COM 249906108 5,990,551 58,936 SH SOLE 58,936 0 0
The Home Depot, Inc. COM 437076102 24,154,995 65,882 SH SOLE 65,882 0 0
The Procter & Gamble Company COM 742718109 1,352,713 8,491 SH SOLE 8,491 0 0
The Progressive Corporation COM 743315103 91,348,316 342,308 SH SOLE 342,308 0 0
The Walt Disney Company COM 254687106 489,840 3,950 SH SOLE 3,950 0 0
Thermo Fisher Scientific, Inc. COM 883556102 14,711,812 36,284 SH SOLE 36,284 0 0
Thomson Reuters Corporation COM 884903808 19,941,116 99,145 SH SOLE 99,145 0 0
TJX Co. COM 872540109 333,423 2,700 SH SOLE 2,700 0 0
TopBuild Corp. COM 89055F103 3,764,772 11,629 SH SOLE 11,629 0 0
Tractor Supply Company COM 892356106 23,673,813 448,623 SH SOLE 448,623 0 0
Trane Technologies plc COM G8994E103 2,402,693 5,493 SH SOLE 5,493 0 0
TransDigm Group Incorporated COM 893641100 102,699,911 67,537 SH SOLE 67,537 0 0
Tyler Technologies, Inc. COM 902252105 60,961,737 102,830 SH SOLE 102,830 0 0
UFP Industries, Inc. COM 90278Q108 1,256,705 12,648 SH SOLE 12,648 0 0
UFP Technologies, Inc. COM 902673102 469,276 1,922 SH SOLE 1,922 0 0
UL Solutions Inc. COM 903731107 2,610,574 35,830 SH SOLE 35,830 0 0
United Rentals, Inc. COM 911363109 90,500,293 120,123 SH SOLE 120,123 0 0
UnitedHealth Group, Incorporated COM 91324P102 247,080 792 SH SOLE 792 0 0
Victory Capital Holdings, Inc. COM 92645B103 7,723,735 121,309 SH SOLE 121,309 0 0
Visa Inc. COM 92826C839 90,986,141 256,263 SH SOLE 256,263 0 0
Walmart, Inc. COM 931142103 3,103,831 31,743 SH SOLE 31,743 0 0
Waste Connections, Inc. COM 94106B101 65,901,484 352,943 SH SOLE 352,943 0 0