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
Alamo Group Inc. COM 011311107 583,948 2,674 SH SOLE 2,300 0 374
Alphabet Inc. CAP STK CL A 02079K305 4,762,616 27,025 SH SOLE 15,897 0 11,128
Amazon.com COM 023135106 5,040,705 22,976 SH SOLE 14,010 0 8,966
Apple Inc. COM 037833100 3,625,969 17,673 SH SOLE 9,093 0 8,580
Argan, Inc. COM 04010E109 4,189,120 19,000 SH SOLE 11,841 0 7,159
Arista Networks, Inc. COM SHS 040413205 3,130,277 30,596 SH SOLE 16,123 0 14,473
Axos Financial Inc. COM 05465C100 31,204,687 410,372 SH SOLE 97,796 0 312,576
Booking Holdings Inc. COM 09857L108 2,385,167 412 SH SOLE 412 0 0
Boot Barn Holdings Inc. COM 099406100 493,696 3,248 SH SOLE 2,800 0 448
Broadcom Ltd. COM 11135F101 11,647,697 42,255 SH SOLE 21,173 0 21,082
CACI International Inc. CL A 127190304 562,983 1,181 SH SOLE 1,025 0 156
Casey's General Stores, Inc. COM 147528103 4,737,857 9,285 SH SOLE 4,260 0 5,025
Catalyst Pharmaceuticals Inc. COM 14888U101 433,848 19,993 SH SOLE 17,200 0 2,793
Celsius Holdings Inc. COM NEW 15118V207 2,052,526 44,245 SH SOLE 17,944 0 26,301
Comfort Systems USA Inc. COM 199908104 2,661,746 4,964 SH SOLE 2,096 0 2,868
Corcept Therapeutics Inc. COM 218352102 512,038 6,976 SH SOLE 6,000 0 976
Dexcom Inc. COM 252131107 4,166,963 47,737 SH SOLE 28,387 0 19,350
Diodes Incorporated COM 254543101 884,903 16,731 SH SOLE 14,400 0 2,331
Doximity Inc. CL A 26622P107 1,067,193 17,398 SH SOLE 15,000 0 2,398
Duolingo Inc. CL A COM 26603R106 1,471,562 3,589 SH SOLE 1,412 0 2,177
Dynatrace Inc. COM NEW 268150109 1,103,096 19,980 SH SOLE 17,200 0 2,780
elf Beauty Inc COM 26856L103 506,222 4,068 SH SOLE 3,500 0 568
EOG Resources, Inc. COM 26875P101 3,617,246 30,242 SH SOLE 16,393 0 13,849
ESCO Technologies Inc. COM 296315104 1,128,963 5,884 SH SOLE 5,070 0 814
Euronet Worldwide, Inc. COM 298736109 479,832 4,733 SH SOLE 4,080 0 653
Exelixis Inc. COM 30161Q104 537,627 12,198 SH SOLE 10,500 0 1,698
ExlService Holdings Inc COM 302081104 1,101,362 25,151 SH SOLE 21,700 0 3,451
Fiverr International Ltd ORD SHS M4R82T106 625,756 21,335 SH SOLE 18,500 0 2,835
Fortinet Inc. COM 34959E109 4,375,222 41,385 SH SOLE 22,260 0 19,125
Genpact Ltd SHS G3922B107 438,076 9,954 SH SOLE 8,600 0 1,354
Global X S&P 500 Catholic Values ETF S&P 500 CATHOLIC 37954Y889 233,110 3,090 SH SOLE 0 0 3,090
Goldman Sachs Group COM 38141G104 2,756,686 3,895 SH SOLE 1,819 0 2,076
Graham Corp COM 384556106 682,693 13,789 SH SOLE 11,900 0 1,889
Grindr Inc. COM 39854F101 991,990 43,700 SH SOLE 37,600 0 6,100
Halozyme Therapeutics Inc. COM 40637H109 1,980,662 38,075 SH SOLE 19,954 0 18,121
HealthEquity Inc. COM 42226A107 509,238 4,861 SH SOLE 4,200 0 661
Ingles Markets Inc. CL A 457030104 456,780 7,207 SH SOLE 6,200 0 1,007
Insulet Corp. COM 45784P101 7,200,063 22,917 SH SOLE 12,734 0 10,183
iRadimed Corp COM 46266A109 3,177,420 53,143 SH SOLE 43,576 0 9,567
iShares Russell 2000 Growth ETF (IWO) RUS 2000 GRW ETF 464287648 212,322 743 SH SOLE 0 0 743
JPMorgan Chase & Co. COM 46625H100 5,776,457 19,925 SH SOLE 8,925 0 11,000
Kinsale Capital Group Inc. COM 49714P108 2,288,363 4,729 SH SOLE 2,317 0 2,412
Knife River Corp. COMMON STOCK 498894104 809,134 9,911 SH SOLE 8,550 0 1,361
Lantheus Holdings Inc. COM 516544103 1,254,668 15,327 SH SOLE 5,232 0 10,095
Lattice Semiconductor Corp. COM 518415104 745,138 15,210 SH SOLE 13,100 0 2,110
LeMaitre Vascular, Inc. COM 525558201 473,302 5,699 SH SOLE 4,900 0 799
Maplebear Inc. COM 565394103 1,853,664 40,974 SH SOLE 19,459 0 21,515
Matador Resources Co. COM 576485205 698,573 14,639 SH SOLE 12,600 0 2,039
Merit Medical Systems Inc COM 589889104 1,393,132 14,903 SH SOLE 5,209 0 9,694
Meta Platforms Inc. CL A 30303M102 4,782,085 6,479 SH SOLE 3,537 0 2,942
Microchip Technology COM 595017104 3,988,409 56,678 SH SOLE 25,214 0 31,464
Micron Technology COM 595112103 3,388,636 27,494 SH SOLE 20,481 0 7,013
Microsoft Corp COM 594918104 3,998,679 8,039 SH SOLE 4,282 0 3,757
Monolithic Power Systems Inc COM 609839105 629,718 861 SH SOLE 740 0 121
Monster Beverage Corp. COM 61174X109 1,590,743 25,395 SH SOLE 11,104 0 14,291
Morgan Stanley COM NEW 617446448 2,542,241 18,048 SH SOLE 7,953 0 10,095
Motorola Solutions Inc. COM NEW 620076307 2,751,329 6,544 SH SOLE 4,039 0 2,505
Netflix Inc. COM 64110l106 4,769,981 3,562 SH SOLE 1,989 0 1,573
Neurocrine Biosciences Inc. COM 64125C109 233,155 1,855 SH SOLE 1,600 0 255
Northwestern Energy Group Inc COM NEW 668074305 208,381 4,062 SH SOLE 3,500 0 562
NVIDIA Corp COM 67066G104 10,166,814 64,351 SH SOLE 36,471 0 27,880
O'Reilly Automotive COM 67103H107 3,807,812 42,248 SH SOLE 24,600 0 17,648
OGE Energy Corp COM 670837103 252,478 5,689 SH SOLE 4,900 0 789
Ollie's Bargain Outlet Holdings Inc. COM 681116109 4,606,897 34,959 SH SOLE 17,847 0 17,112
Opera Ltd SPONSORED ADS 68373M107 735,947 38,939 SH SOLE 33,500 0 5,439
Paycom Software Inc. COM 70432V102 3,308,557 14,298 SH SOLE 7,777 0 6,521
Paylocity Holding Corp. COM 70438V106 3,420,686 18,879 SH SOLE 10,623 0 8,256
PayPal Holdings Inc. COM 70450Y103 1,358,941 18,285 SH SOLE 10,396 0 7,889
Preformed Line Products Co. COM 740444104 519,383 3,250 SH SOLE 2,800 0 450
Progressive Corp./The COM 743315103 2,623,035 9,829 SH SOLE 5,244 0 4,585
Salesforce, Inc. COM 79466L302 2,937,962 10,774 SH SOLE 6,494 0 4,280
Schwab US Large Cap ETF (SCHX) US LRG CAP ETF 808524201 249,975 10,228 SH SOLE 0 0 10,228
Schwab US Mid Cap ETF (SCHM) US MID-CAP ETF 808524508 207,287 7,390 SH SOLE 0 0 7,390
ServiceNow Inc. COM 81762P102 3,853,244 3,748 SH SOLE 2,054 0 1,694
Shift4 Payments Inc. CL A 82452J109 550,655 5,556 SH SOLE 4,800 0 756
SPDR Developed World ex-US ETF (SPDW) PORTFOLIO DEVLPD 78463X889 272,200 6,723 SH SOLE 367 0 6,356
SPDR S&P 500 ETF (SPLG) PORTFOLIO S&P500 78464A854 1,584,169 21,794 SH SOLE 640 0 21,154
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103 1,944,097 3,147 SH SOLE 551 0 2,596
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107 345,800 610 SH SOLE 0 0 610
Sportradar Group AG CLASS A ORD SHS H8088L103 1,772,438 63,121 SH SOLE 54,300 0 8,821
Sprouts Farmers Market Inc. COM 85208M102 4,023,966 24,441 SH SOLE 8,621 0 15,820
SPS Commerce Inc. COM 78463M107 409,087 3,006 SH SOLE 2,600 0 406
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100 6,205,373 27,398 SH SOLE 15,384 0 12,014
Texas Roadhouse, Inc. COM 882681109 3,619,262 19,312 SH SOLE 9,136 0 10,176
TJX Cos Inc/The COM 872540109 1,610,680 13,043 SH SOLE 7,120 0 5,923
TXNM Energy Inc. COM 69349H107 503,895 8,947 SH SOLE 7,700 0 1,247
Uber Technologies Inc. COM 90353T100 4,271,181 45,779 SH SOLE 24,905 0 20,874
Utilities Select Sector SPDR (XLU) SBI INT-UTILS 81369Y886 3,066,496 37,552 SH SOLE 17,920 0 19,632
Vanguard FTSE Europe ETF (VGK) FTSE PACIFIC ETF 922042874 1,956,565 25,246 SH SOLE 14,360 0 10,886
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363 942,503 1,659 SH SOLE 887 0 772
Vanguard Short-Term Corp. Bond ETF (VCSH) SHRT TRM CORP BD 92206C409 519,771 6,538 SH SOLE 0 0 6,538
Veeva Systems Inc. CL A COM 922475108 1,204,332 4,182 SH SOLE 227 0 3,955
Visa Inc. - Class A Shares COM CL A 92826C839 2,693,054 7,585 SH SOLE 4,283 0 3,302
Warby Parker Inc CL A COM 93403J106 621,935 28,360 SH SOLE 24,400 0 3,960
Wintrust Financial Corp COM 97650W108 3,265,013 26,335 SH SOLE 7,785 0 18,550
Workday Inc. CL A 98138H101 1,632,480 6,802 SH SOLE 3,726 0 3,076
Zebra Technologies Corp CL A 989207105 1,450,834 4,705 SH SOLE 1,894 0 2,811