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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Airbnb Inc. COM CL A 009066101   1,849,728 13,481 SH   SOLE   7,321 0 6,160
Alamo Group Inc. COM 011311107   481,415 2,785 SH   SOLE   2,500 0 285
Allient Inc COM 019330109   402,764 13,026 SH   SOLE   11,700 0 1,326
Alphabet Inc. CAP STK CL A 02079K305   5,919,321 45,234 SH   SOLE   26,297 0 18,937
Amazon.com COM 023135106   5,103,105 40,144 SH   SOLE   21,498 0 18,646
Amphastar Pharmaceuticals Inc. COM 03209R103   956,362 20,795 SH   SOLE   10,948 0 9,847
Apple Computer Inc. COM 037833100   411,589 2,404 SH   SOLE   0 0 2,404
Arista Networks, Inc. COM 040413106   2,996,036 16,289 SH   SOLE   8,768 0 7,521
Avery Dennison Corp. COM 053611109   660,169 3,614 SH   SOLE   1,357 0 2,257
Axos Financial Inc. COM 05465C100   17,786,704 469,802 SH   SOLE   114,463 0 355,339
Broadcom Ltd. COM 11135F101   5,294,528 6,375 SH   SOLE   3,282 0 3,093
Burlington Stores COM 122017106   387,093 2,861 SH   SOLE   2,580 0 281
Camtek Ltd. ORD M20791105   409,110 6,571 SH   SOLE   5,900 0 671
Casey's General Stores, Inc. COM 147528103   3,591,395 13,227 SH   SOLE   5,936 0 7,291
CDW Corporation COM 12514G108   1,921,764 9,525 SH   SOLE   4,923 0 4,602
Cencora Inc. COM 03073E105   4,755,527 26,424 SH   SOLE   15,578 0 10,846
Charles River Laboratories COM 159864107   1,548,634 7,902 SH   SOLE   4,018 0 3,884
Cognex Corporation COM 192422103   688,207 16,216 SH   SOLE   8,554 0 7,662
CoStar Group, Inc. COM 22160N109   4,789,632 62,292 SH   SOLE   32,766 0 29,526
D. R. Horton Inc. COM 23331A109   2,931,137 27,274 SH   SOLE   12,471 0 14,803
Dave & Buster's Entertainment Inc. COM 238337109   659,661 17,795 SH   SOLE   16,000 0 1,795
Dexcom Inc. COM 252131107   4,312,886 46,226 SH   SOLE   27,439 0 18,787
Diamondback Energy, Inc. COM 25278X109   3,562,395 23,001 SH   SOLE   12,242 0 10,759
DoubleVerify Holdings Inc COM 25862V105   2,114,334 75,647 SH   SOLE   42,047 0 33,600
Encore Capital Group, Inc. COM 292554102   2,344,109 49,081 SH   SOLE   23,485 0 25,596
EOG Resources, Inc. COM 26875P101   3,543,576 27,955 SH   SOLE   15,303 0 12,652
Euronet Worldwide, Inc. COM 298736109   2,279,635 28,718 SH   SOLE   12,927 0 15,791
First Trust Low Duration Oppty ETF (LMBS) FST LOW OPPT EFT 33739Q200   279,472 5,916 SH   SOLE   1,917 0 3,999
Fortinet Inc. COM 34959E109   3,202,402 54,574 SH   SOLE   29,553 0 25,021
Fox Factory Holding Corp. COM 35138V102   1,047,771 10,575 SH   SOLE   3,903 0 6,672
Globant SA COM L44385109   3,124,447 15,792 SH   SOLE   8,401 0 7,391
Halozyme Therapeutics Inc. COM 40637H109   2,006,684 52,531 SH   SOLE   24,007 0 28,524
Henry Schein, Inc. COM 806407102   1,457,453 19,629 SH   SOLE   9,061 0 10,568
i3 Verticals Inc. COM CL A 46571Y107   219,328 10,375 SH   SOLE   9,350 0 1,025
ICON PLC SHS G4705A100   2,224,376 9,033 SH   SOLE   4,458 0 4,575
Installed Building Products, Inc. COM 45780R101   1,323,709 10,599 SH   SOLE   9,500 0 1,099
Insulet Corp. COM 45784P101   1,932,540 12,117 SH   SOLE   5,978 0 6,139
iRadimed Corp COM 46266A109   573,216 12,919 SH   SOLE   11,600 0 1,319
Kirby Corp. COM 497266106   4,579,254 55,305 SH   SOLE   30,434 0 24,871
Lantheus Holdings Inc. COM 516544103   1,924,943 27,705 SH   SOLE   14,305 0 13,400
M/I Homes Inc. COM 55305B101   1,136,473 13,523 SH   SOLE   4,777 0 8,746
Malibu Boats Inc. COM CL A 56117J100   1,075,205 21,934 SH   SOLE   10,308 0 11,626
Matador Resources Co. COM 576485205   1,607,269 27,022 SH   SOLE   19,166 0 7,856
Medpace Holdings Inc COM 58506Q109   2,880,378 11,896 SH   SOLE   5,853 0 6,043
Microchip Technology COM 595017104   2,663,669 34,128 SH   SOLE   11,755 0 22,373
Micron Technology COM 595112103   4,799,857 70,555 SH   SOLE   38,182 0 32,373
Microsoft Corp COM 594918104   2,073,530 6,567 SH   SOLE   3,071 0 3,496
Monolithic Power Systems Inc COM 609839105   2,653,266 5,743 SH   SOLE   2,376 0 3,367
Monster Beverage Corp. COM 61174X109   1,886,661 35,631 SH   SOLE   18,785 0 16,846
Motorola Solutions Inc. COM NEW 620076307   1,894,974 6,961 SH   SOLE   4,039 0 2,922
Napco Security Systems Inc. COM 630402105   220,965 9,931 SH   SOLE   8,800 0 1,131
NVIDIA Corp COM 67066G104   413,241 950 SH   SOLE   950 0 0
O'Reilly Automotive COM 67103H107   2,753,846 3,030 SH   SOLE   1,640 0 1,390
Ollie's Bargain Outlet Holdings Inc. COM 681116109   2,250,955 29,165 SH   SOLE   15,122 0 14,043
ON Semiconductor COM 682189105   2,710,422 29,160 SH   SOLE   15,432 0 13,728
Onto Innovation Inc. COM 683344105   297,887 2,336 SH   SOLE   2,100 0 236
Paycom Software Inc. COM 70432V102   3,056,534 11,789 SH   SOLE   6,340 0 5,449
Paylocity Holding Corp. COM 70438V106   4,287,212 23,595 SH   SOLE   12,648 0 10,947
PayPal Holdings Inc. COM 70450Y103   761,149 13,020 SH   SOLE   7,046 0 5,974
Qualys Inc COM 74758T303   830,635 5,445 SH   SOLE   2,409 0 3,036
Snap-On Inc. COM 833034101   639,690 2,508 SH   SOLE   2,250 0 258
SPDR S&P 500 ETF Trust (SPY) TR UNIT 78462F103   1,389,448 3,250 SH   SOLE   549 0 2,701
SPDR S&P Biotech ETF (XBI) S&P BIOTECH 78464A870   1,148,166 15,724 SH   SOLE   10,216 0 5,508
SPDR S&P Mid Cap 400 ETF (MDY) UTSER1 S&PDCRP 78467Y107   281,724 617 SH   SOLE   0 0 617
Sprouts Farmers Market Inc. COM 85208M102   2,364,828 55,253 SH   SOLE   33,907 0 21,346
SPS Commerce Inc. COM 78463M107   494,428 2,898 SH   SOLE   2,600 0 298
Taiwan Semiconductor-Sp Adr SPONSORED ADS 874039100   1,539,520 17,716 SH   SOLE   9,594 0 8,122
TD SYNNEX Corp. COM 87162W100   1,262,131 12,639 SH   SOLE   4,574 0 8,065
Teleflex Inc. COM 879369106   607,735 3,094 SH   SOLE   2,700 0 394
Texas Roadhouse, Inc. COM 882681109   1,449,765 15,086 SH   SOLE   6,880 0 8,206
The Boston Beer Company, Inc. CL A 100557107   1,347,774 3,460 SH   SOLE   1,302 0 2,158
The Trade Desk, Inc. COM CL A 88339J105   2,537,452 32,469 SH   SOLE   16,962 0 15,507
United Airlines Holdings Inc. COM 910047109   2,415,245 57,098 SH   SOLE   30,038 0 27,060
Upwork Inc. COM 91688F104   747,340 65,787 SH   SOLE   33,781 0 32,006
Vanguard S&P 500 ETF (VOO) S&P 500 ETF SHS 922908363   653,120 1,663 SH   SOLE   773 0 890
Visa Inc. - Class A Shares COM CL A 92826C839   4,492,095 19,530 SH   SOLE   10,815 0 8,715
Watsco, Inc. COM 942622200   2,846,498 7,536 SH   SOLE   2,724 0 4,812
WESCO International, Inc. COM 95082P105   6,732,933 46,815 SH   SOLE   22,914 0 23,901
Wintrust Financial Corp COM 97650W108   2,577,193 34,135 SH   SOLE   12,389 0 21,746