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
AAON INC COM PAR $0.004 000360206 19,701,866 155,304 SH SOLE 0 0 155,304
ABBVIE INC COM 00287Y109 486,924 1,935 SH SOLE 0 0 1,935
ADVANCED MICRO DEVICES INC COM 007903107 1,316,923 2,267 SH SOLE 0 0 2,267
AIR PRODUCTS AND CHEMICALS I COM 009158106 216,657 739 SH SOLE 0 0 739
ALPHABET INC CAP STK CL A 02079K305 6,860,432 19,197 SH SOLE 0 0 19,197
ALPHABET INC CAP STK CL C 02079K107 369,298 1,045 SH SOLE 0 0 1,045
AMAZON COM INC COM 023135106 28,524,272 119,679 SH SOLE 0 0 119,679
AMPHENOL CORP CL A 032095101 42,410,074 240,529 SH SOLE 0 0 240,529
APPLE INC COM 037833100 534,718 1,848 SH SOLE 0 0 1,848
APPLOVIN CORP COM CL A 03831W108 13,607,225 26,410 SH SOLE 0 0 26,410
ASML HLDG NV N Y REGISTRY SHS N07059210 28,888,209 14,521 SH SOLE 0 0 14,521
BAKER HUGHES COMPANY CL A 05722G100 228,216 4,112 SH SOLE 0 0 4,112
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 405,817 811 SH SOLE 0 0 811
BLACKSTONE INC COM 09260D107 9,923,593 84,334 SH SOLE 0 0 84,334
BRINKER INTL INC COM 109641100 620,760 3,695 SH SOLE 0 0 3,695
CATERPILLAR INC COM 149123101 266,225 250 SH SOLE 0 0 250
CINTAS CORP COM 172908105 440,848 2,592 SH SOLE 0 0 2,592
COSTCO WHOLESALE CORPORATION COM 22160K105 14,659,250 15,670 SH SOLE 0 0 15,670
CSW INDUSTRIALS INC COM 126402106 16,227,395 58,309 SH SOLE 0 0 58,309
DANAHER CORP DEL COM 235851102 16,980,196 89,144 SH SOLE 0 0 89,144
DBX ETF TR XTRACKERS MUNI 233051705 1,173,397 46,361 SH SOLE 0 0 46,361
E L F BEAUTY INC COM 26856L103 17,316,518 234,007 SH SOLE 0 0 234,007
EATON CORP PLC SHS G29183103 720,143 1,690 SH SOLE 0 0 1,690
ELI LILLY & CO COM 532457108 1,783,553 1,487 SH SOLE 0 0 1,487
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 240,901 1,762 SH SOLE 0 0 1,762
FEDEX CORP COM 31428X106 11,116,115 35,500 SH SOLE 0 0 35,500
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 2,664,244 17,644 SH SOLE 0 0 17,644
FIRSTSERVICE CORP NEW COM 33767E202 20,205,862 142,185 SH SOLE 0 0 142,185
FLOWSERVE CORP COM 34354P105 12,038,987 162,338 SH SOLE 0 0 162,338
FTAI AVIATION LTD SHS G3730V105 278,376 1,029 SH SOLE 0 0 1,029
HDFC BANK LTD SPONSORED ADS 40415F101 10,922,941 422,878 SH SOLE 0 0 422,878
HEICO CORP NEW CL A 422806208 6,793,866 26,342 SH SOLE 0 0 26,342
HENRY JACK & ASSOC INC COM 426281101 6,688,104 48,556 SH SOLE 0 0 48,556
IDEXX LABS INC COM 45168D104 8,298,801 15,764 SH SOLE 0 0 15,764
ILLINOIS TOOL WKS INC COM 452308109 386,505 1,429 SH SOLE 0 0 1,429
INSTALLED BLDG PRODS INC COM 45780R101 12,180,831 52,997 SH SOLE 0 0 52,997
INTUIT COM 461202103 589,860 2,260 SH SOLE 0 0 2,260
INVESCO QQQ TR UNIT SER 1 46090E103 220,920 300 SH SOLE 0 0 300
ISHARES TR CORE MSCI TOTAL 46432F834 598,982 6,276 SH SOLE 0 0 6,276
ISHARES TR CORE UNIVRSL USD 46434V613 36,158,987 783,510 SH SOLE 0 0 783,510
ISHARES TR ISHS 1-5YR INVS 464288646 22,241,966 424,384 SH SOLE 0 0 424,384
ISHARES TR MBS ETF 464288588 24,447,882 258,653 SH SOLE 0 0 258,653
ISHARES TR NATIONAL MUN ETF 464288414 1,107,087 10,287 SH SOLE 0 0 10,287
ISHARES TR RUS 1000 ETF 464287622 297,707 727 SH SOLE 0 0 727
ISHARES TR SHRT NAT MUN ETF 464288158 786,920 7,391 SH SOLE 0 0 7,391
ISHARES TR TRS FLT RT BD 46434V860 4,374,382 86,399 SH SOLE 0 0 86,399
ISHARES U S ETF TR SHOR DURA BD ETF 46431W507 9,444,088 186,421 SH SOLE 0 0 186,421
ISHARES U S ETF TR SHOR MAT MUN ETF 46431W838 3,465,338 68,784 SH SOLE 0 0 68,784
JOHNSON & JOHNSON COM 478160104 683,434 2,691 SH SOLE 0 0 2,691
JPMORGAN CHASE & CO COM 46625H100 674,300 2,060 SH SOLE 0 0 2,060
KINSALE CAP GROUP INC COM 49714P108 16,071,506 48,730 SH SOLE 0 0 48,730
LINDE PLC SHS G54950103 7,399,566 14,259 SH SOLE 0 0 14,259
MASCO CORP COM 574599106 362,097 4,450 SH SOLE 0 0 4,450
MERCADOLIBRE INC COM 58733R102 14,098,522 8,306 SH SOLE 0 0 8,306
MICROSOFT CORP COM 594918104 12,595,341 33,766 SH SOLE 0 0 33,766
NETFLIX INC. COM 64110L106 12,070,599 169,056 SH SOLE 0 0 169,056
NEXTERA ENERGY INC COM 65339F101 482,114 5,493 SH SOLE 0 0 5,493
NIKE INC CL B 654106103 3,308,912 80,607 SH SOLE 0 0 80,607
NUCOR CORP COM 670346105 367,538 1,650 SH SOLE 0 0 1,650
NVIDIA CORPORATION COM 67066G104 12,674,718 63,345 SH SOLE 0 0 63,345
PROLOGIS INC. COM 74340W103 6,462,868 47,707 SH SOLE 0 0 47,707
SAIA INC COM 78709Y105 7,660,059 18,188 SH SOLE 0 0 18,188
CHARLES SCHWAB CORP (THE) COM 808513105 14,343,248 155,449 SH SOLE 0 0 155,449
SERVICE CORP INTL COM 817565104 227,880 3,000 SH SOLE 0 0 3,000
SERVICETITAN INC SHS CL A 81764X103 5,734,723 81,102 SH SOLE 0 0 81,102
SPDR SERIES TRUST ST STR P500ETF 78464A854 1,102,543 12,546 SH SOLE 0 0 12,546
SPDR SERIES TRUST ST STR RATE ETF 78468R200 4,064,766 131,759 SH SOLE 0 0 131,759
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 715,406 958 SH SOLE 0 0 958
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 14,877,261 31,152 SH SOLE 0 0 31,152
TEXAS INSTRS INC COM 882508104 21,484,886 72,080 SH SOLE 0 0 72,080
THE TRADE DESK INC COM CL A 88339J105 6,189,327 342,330 SH SOLE 0 0 342,330
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 704,812 13,683 SH SOLE 0 0 13,683
VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 905,673 39,549 SH SOLE 0 0 39,549
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 380,912 4,422 SH SOLE 0 0 4,422
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 274,038 399 SH SOLE 0 0 399
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 284,181 1,304 SH SOLE 0 0 1,304
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10,102,799 199,739 SH SOLE 0 0 199,739
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2,314,552 29,287 SH SOLE 0 0 29,287
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 2,016,171 19,901 SH SOLE 0 0 19,901
VISA INC COM CL A 92826C839 12,031,166 35,067 SH SOLE 0 0 35,067
WOODWARD INC COM 980745103 265,475 624 SH SOLE 0 0 624