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
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
1/100 Berkshire Hthwy Cl A (Sc COM 084990175 267 100 SH   SOLE   100 0 0
ACI Worldwide, Inc. COM 004498101 1,187 43,987 SH   SOLE   43,987 0 0
AMETEK, Inc. COM 031100100 45,289 506,763 SH   SOLE   503,863 0 2,900
ASGN Incorporated COM 00191u102 1,935 29,015 SH   SOLE   29,015 0 0
AbbVie Inc. COM 00287y109 60,965 620,952 SH   SOLE   618,302 0 2,650
Abbott Laboratories COM 002824100 558 6,100 SH   SOLE   6,100 0 0
Addus Homecare Corp COM 006739106 1,890 20,417 SH   SOLE   20,417 0 0
Adobe Inc. COM 00724f101 1,554 3,570 SH   SOLE   3,570 0 0
Agilent Technologies, Inc. COM 00846u101 1,626 18,403 SH   SOLE   18,403 0 0
Air Products and Chemicals, In COM 009158106 14,276 59,122 SH   SOLE   59,122 0 0
Alarm.com Holdings, Inc. COM 011642105 1,301 20,070 SH   SOLE   20,070 0 0
Align Technology Inc COM 016255101 521 1,900 SH   SOLE   1,900 0 0
Allied Motion Technologies, In COM 019330109 748 21,180 SH   SOLE   21,180 0 0
Ally Financial Inc. COM 02005n100 765 38,570 SH   SOLE   38,570 0 0
Alphabet Inc. Class A COM 02079k305 106,990 75,449 SH   SOLE   75,149 0 300
Alphabet Inc. Class C COM 02079k107 36,443 25,780 SH   SOLE   25,480 0 300
Amazon.com Inc. COM 023135106 1,181 428 SH   SOLE   428 0 0
Amedisys, Inc. COM 023436108 1,572 7,920 SH   SOLE   7,920 0 0
America's Car-Mart Inc COM 03062t105 1,358 15,453 SH   SOLE   15,453 0 0
Amgen Inc. COM 031162100 770 3,263 SH   SOLE   3,263 0 0
Apple Inc. COM 037833100 107,525 294,750 SH   SOLE   293,100 0 1,650
Applied Industrial Technologie COM 03820c105 1,017 16,300 SH   SOLE   16,300 0 0
Applied Materials, Inc. COM 038222105 35,907 593,995 SH   SOLE   590,495 0 3,500
Aspen Technology, Inc. COM 045327103 1,138 10,980 SH   SOLE   10,980 0 0
Atkore International Group Inc COM 047649108 1,197 43,775 SH   SOLE   43,775 0 0
Automatic Data Processing COM 053015103 771 5,180 SH   SOLE   5,180 0 0
BMC Stock Holdings, Inc. COM 05591b109 1,353 53,831 SH   SOLE   53,831 0 0
Berkshire Hathaway Cl B COM 084670702 609 3,412 SH   SOLE   3,412 0 0
BioTelementry, Inc. COM 090672106 929 20,555 SH   SOLE   20,555 0 0
Biogen Inc. COM 09062x103 26,644 99,584 SH   SOLE   98,994 0 590
BlackRock, Inc. COM 09247x101 12,075 22,193 SH   SOLE   22,193 0 0
Booz Allen Hamilton Holding Co COM 099502106 1,758 22,605 SH   SOLE   22,605 0 0
Boston Scientific Corporation COM 101137107 35,691 1,016,545 SH   SOLE   1,010,595 0 5,950
Bright Horizons Family Solutio COM 109194100 1,171 9,988 SH   SOLE   9,988 0 0
Bristol-Myers Squibb Company COM 110122108 18,145 308,593 SH   SOLE   308,593 0 0
Bruker Corporation COM 116794108 1,353 33,261 SH   SOLE   33,261 0 0
CACI International Inc. COM 127190304 995 4,590 SH   SOLE   4,590 0 0
CDW Corporation COM 12514g108 2,639 22,713 SH   SOLE   22,713 0 0
Cabot Microelectronics Corpora COM 12709P103 750 5,375 SH   SOLE   5,375 0 0
CareTrust REIT, Inc. COM 14174t107 907 52,844 SH   SOLE   52,844 0 0
Carlisle Companies, Inc. COM 142339100 26,619 222,440 SH   SOLE   221,140 0 1,300
Centene Corporation COM 15135b101 51,239 806,283 SH   SOLE   801,533 0 4,750
Change Healthcare, Inc. COM 15912k100 1,205 107,630 SH   SOLE   107,630 0 0
Charles River Laboratories Int COM 159864107 1,374 7,881 SH   SOLE   7,881 0 0
Chesapeake Utilities Corp COM 165303108 231 2,750 SH   SOLE   2,750 0 0
Chevron Corporation COM 166764100 14,461 162,063 SH   SOLE   162,063 0 0
Ciena Corporation COM 171779309 2,581 47,661 SH   SOLE   47,661 0 0
Cigna Holding Co COM 125523100 1,165 6,206 SH   SOLE   6,206 0 0
Cintas Corporation COM 172908105 2,722 10,221 SH   SOLE   10,221 0 0
Cisco Systems, Inc. COM 17275R102 1,375 29,480 SH   SOLE   29,480 0 0
Coca-Cola COM 191216100 343 7,667 SH   SOLE   7,667 0 0
Colfax Corportaion COM 194014106 1,134 40,635 SH   SOLE   40,635 0 0
Colliers International Group I COM 194693107 1,155 20,153 SH   SOLE   20,153 0 0
Comcast Corporation COM 20030N101 53,623 1,375,662 SH   SOLE   1,370,512 0 5,150
Commerce Bancshares Inc. COM 200525103 231 3,882 SH   SOLE   3,882 0 0
ConocoPhillips COM 20825c104 14,300 340,322 SH   SOLE   340,322 0 0
Copart, Inc. COM 217204106 1,311 15,739 SH   SOLE   15,739 0 0
Costco Wholesale Corporation COM 22160k105 963 3,176 SH   SOLE   3,176 0 0
Crown Castle International Cor COM 22822v101 79,214 473,341 SH   SOLE   471,111 0 2,230
D.R Horton, Inc. COM 23331a109 71,777 1,294,453 SH   SOLE   1,286,853 0 7,600
Danaher Corporation COM 235851102 86,281 487,929 SH   SOLE   485,079 0 2,850
Darden Restaurants, Inc. COM 237194105 948 12,511 SH   SOLE   12,511 0 0
Discover Financial Services COM 254709108 14,708 293,631 SH   SOLE   293,631 0 0
Eastman Chemical Company COM 277432100 10,270 147,479 SH   SOLE   147,479 0 0
Eaton Corporation plc COM g29183103 19,391 221,660 SH   SOLE   221,660 0 0
Ecolab Inc. COM 278865100 398 2,000 SH   SOLE   2,000 0 0
Edwards Lifesciences COM 28176e108 1,120 16,200 SH   SOLE   16,200 0 0
Emerson Electric Co. COM 291011104 15,749 253,889 SH   SOLE   253,889 0 0
Entegris, Inc. COM 29362u104 1,250 21,175 SH   SOLE   21,175 0 0
Envestnet, Inc. COM 29404k106 1,420 19,309 SH   SOLE   19,309 0 0
Estee Lauder COM 518439104 377 2,000 SH   SOLE   2,000 0 0
Euronet Worldwide, Inc. COM 298736109 833 8,696 SH   SOLE   8,696 0 0
Exponent, Inc. COM 30214U102 1,055 13,030 SH   SOLE   13,030 0 0
FMC Corporation COM 302491303 1,455 14,609 SH   SOLE   14,609 0 0
Facebook, Inc. COM 30303m102 57,874 254,873 SH   SOLE   253,363 0 1,510
Factset Research Systems, Inc. COM 303075105 723 2,200 SH   SOLE   2,200 0 0
Fidelity National Financial, I COM 31620r303 16,488 537,778 SH   SOLE   537,778 0 0
Fidelity National Information COM 31620M106 2,034 15,171 SH   SOLE   15,171 0 0
FirstService Corporation COM 33767e202 1,537 15,255 SH   SOLE   15,255 0 0
Fiserv, Inc. COM 337738108 77,131 790,110 SH   SOLE   785,429 0 4,681
Fortinet, Inc. COM 34959e109 4,120 30,016 SH   SOLE   30,016 0 0
General Mills, Inc. COM 370334104 14,523 235,580 SH   SOLE   235,580 0 0
Gibraltar Industries, Inc. COM 374689107 1,665 34,685 SH   SOLE   34,685 0 0
Gilead Sciences, Inc. COM 375558103 13,141 170,789 SH   SOLE   170,789 0 0
Glacier Bancorp, Inc. COM 37637q105 600 17,005 SH   SOLE   17,005 0 0
Globus Medical, Inc. COM 379577208 1,047 21,943 SH   SOLE   21,943 0 0
HCA Healthcare, Inc. COM 40412c101 984 10,138 SH   SOLE   10,138 0 0
Helen of Troy Limited COM G4388N106 3,833 20,327 SH   SOLE   20,327 0 0
Hill-Rom Holdings, Inc. COM 431475102 1,407 12,820 SH   SOLE   12,820 0 0
Home Depot COM 437076102 1,655 6,606 SH   SOLE   6,606 0 0
Honeywell International Inc. COM 438516106 1,012 7,000 SH   SOLE   7,000 0 0
Houlihan Lokey, Inc. COM 441593100 1,876 33,725 SH   SOLE   33,725 0 0
Hubspot, Inc. COM 443573100 527 2,350 SH   SOLE   2,350 0 0
Huntsman Corporation COM 447011107 1,086 60,440 SH   SOLE   60,440 0 0
IAA Inc. COM 449253103 572 14,830 SH   SOLE   14,830 0 0
Incyte Corporation COM 45337c102 26,951 259,221 SH   SOLE   257,621 0 1,600
Installed Building Products, I COM 45780r101 753 10,945 SH   SOLE   10,945 0 0
Intel Corporation COM 458140100 11,276 188,470 SH   SOLE   188,470 0 0
Intercontinental Exchange COM 45866F104 916 10,000 SH   SOLE   10,000 0 0
JPMorgan Chase & Co. COM 46625H100 79,682 847,136 SH   SOLE   843,886 0 3,250
John B. Sanfilippo & Son, Inc. COM 800422107 596 6,990 SH   SOLE   6,990 0 0
Johnson & Johnson COM 478160104 985 7,005 SH   SOLE   7,005 0 0
Johnson Outdoors Inc. COM 479167108 1,615 17,740 SH   SOLE   17,740 0 0
KBR, Inc. COM 48242w106 1,479 65,599 SH   SOLE   65,599 0 0
Kansas City Southern Ind COM 485170302 41,027 274,813 SH   SOLE   273,213 0 1,600
Kimberly-Clark Corp. COM 494368103 510 3,605 SH   SOLE   3,605 0 0
LCI Industries COM 50189k103 1,533 13,335 SH   SOLE   13,335 0 0
LPL Financial Holdings Inc. COM 50212v100 1,492 19,026 SH   SOLE   19,026 0 0
Life Storage, Inc. COM 53223x107 19,002 200,127 SH   SOLE   200,127 0 0
Lockheed Martin Corporation COM 539830109 327 895 SH   SOLE   895 0 0
Lumentum Holdings Inc. COM 55024u109 2,015 24,750 SH   SOLE   24,750 0 0
MGE Energy, Inc. COM 55277p104 429 6,645 SH   SOLE   6,645 0 0
Marten Transport, Ltd. COM 573075108 1,332 52,950 SH   SOLE   52,950 0 0
Marvell Technology Group Ltd. COM g5876h105 92,897 2,649,646 SH   SOLE   2,638,046 0 11,600
Masco Corporation COM 574599106 1,730 34,458 SH   SOLE   34,458 0 0
Mastercard Incorporated COM 57636q104 95,549 323,127 SH   SOLE   321,227 0 1,900
Medpace Holdings, Inc. COM 58506q109 2,303 24,762 SH   SOLE   24,762 0 0
Merck & Co, Inc. COM 58933y105 597 7,724 SH   SOLE   7,724 0 0
Methode Electronics, Inc. COM 591520200 1,051 33,611 SH   SOLE   33,611 0 0
Microsoft Corporation COM 594918104 38,806 190,683 SH   SOLE   190,683 0 0
Middlesex Water Company COM 596680108 506 7,525 SH   SOLE   7,525 0 0
Molina Healthcare, Inc. COM 60855r100 1,224 6,875 SH   SOLE   6,875 0 0
Morgan Stanley COM 617446448 13,514 279,794 SH   SOLE   279,794 0 0
Motorola Solutions, Inc. COM 620076307 1,012 7,225 SH   SOLE   7,225 0 0
Murphy USA Inc. COM 626755102 1,041 9,250 SH   SOLE   9,250 0 0
NVIDIA Corporation COM 67066g104 4,525 11,911 SH   SOLE   11,911 0 0
NVR, Inc. COM 62944t105 2,024 621 SH   SOLE   621 0 0
NextEra Energy Inc COM 65339f101 1,356 5,645 SH   SOLE   5,645 0 0
Nike Inc, Cl. B COM 654106103 1,205 12,288 SH   SOLE   12,288 0 0
Nuance Communications, Inc. COM 67020y100 1,769 69,922 SH   SOLE   69,922 0 0
Ollie's Bargain Outlet Holding COM 681116109 1,431 14,650 SH   SOLE   14,650 0 0
Omnicell, Inc. COM 68213n109 1,279 18,108 SH   SOLE   18,108 0 0
OneMain Holdings, Inc. COM 68268w103 2,515 102,504 SH   SOLE   102,504 0 0
Oracle Corporation COM 68389X105 11,026 199,495 SH   SOLE   199,495 0 0
PRA Group, Inc. COM 69354n106 1,983 51,295 SH   SOLE   51,295 0 0
Pacific Premier Bancorp, Inc. COM 69478x105 641 29,585 SH   SOLE   29,585 0 0
Paypal Holdings, Inc. COM 70450y103 348 2,000 SH   SOLE   2,000 0 0
PepsiCo, Inc. COM 713448108 22,499 170,110 SH   SOLE   170,110 0 0
PetIQ, Inc. COM 71639t106 2,289 65,695 SH   SOLE   65,695 0 0
Post Holdings, Inc. COM 737446104 72,053 822,338 SH   SOLE   817,548 0 4,790
Principal Financial Group, Inc COM 74251v102 14,383 346,249 SH   SOLE   346,249 0 0
Qualys, Inc. COM 74758t303 1,422 13,668 SH   SOLE   13,668 0 0
RLI Corp COM 749607107 1,424 17,342 SH   SOLE   17,342 0 0
Radian Group Inc. COM 750236101 1,012 65,239 SH   SOLE   65,239 0 0
Raytheon Technologies Corp. COM 75513e101 410 6,660 SH   SOLE   6,660 0 0
Regions Financial Corp. New COM 7591ep100 15,105 1,358,371 SH   SOLE   1,358,371 0 0
Select Medical Holdings Corpor COM 81619q105 1,268 86,110 SH   SOLE   86,110 0 0
ServiceNow, Inc COM 81762P102 1,296 3,200 SH   SOLE   3,200 0 0
Simpson Manufacturing Co., Inc COM 829073105 911 10,801 SH   SOLE   10,801 0 0
Skyline Champion Corporation COM 830830105 878 36,053 SH   SOLE   36,053 0 0
Skyworks Solutions, Inc. COM 83088m102 68,999 539,645 SH   SOLE   537,045 0 2,600
Starbucks Corp COM 855244109 47,658 647,613 SH   SOLE   644,563 0 3,050
Summit Financial Group, Inc. COM 86606g101 660 40,021 SH   SOLE   40,021 0 0
Sysco Corporation COM 871829107 8,101 148,212 SH   SOLE   148,212 0 0
Target Corporation COM 87612e106 117,053 976,008 SH   SOLE   971,808 0 4,200
Teladoc Health, Inc. COM 87918A105 668 3,500 SH   SOLE   3,500 0 0
Tempur Sealy International Inc COM 88023u101 1,220 16,952 SH   SOLE   16,952 0 0
Texas Instruments Inc. COM 882508104 1,604 12,635 SH   SOLE   12,635 0 0
The Procter & Gamble Company COM 742718109 12,794 106,998 SH   SOLE   106,998 0 0
The Walt Disney Company COM 254687106 26,905 241,281 SH   SOLE   239,931 0 1,350
Thermo Fisher Scientific, Inc. COM 883556102 1,171 3,232 SH   SOLE   3,232 0 0
TopBuild Corp. COM 89055f103 1,403 12,335 SH   SOLE   12,335 0 0
Trane Technologies plc COM g8994e103 749 8,415 SH   SOLE   8,415 0 0
TriNet Group, Inc. COM 896288107 727 11,935 SH   SOLE   11,935 0 0
Trimble Inc. COM 896239100 33,852 783,788 SH   SOLE   779,138 0 4,650
Truist Financial Corp COM 89832q109 72,290 1,925,167 SH   SOLE   1,916,843 0 8,324
Twilio Inc. COM 90138F102 614 2,800 SH   SOLE   2,800 0 0
U.S. Bancorp COM 902973304 294 7,994 SH   SOLE   7,994 0 0
UFP Industries, Inc. COM 90278q108 1,903 38,431 SH   SOLE   38,431 0 0
UFP Technologies, Inc. COM 902673102 2,118 48,063 SH   SOLE   48,063 0 0
Union Pacific Corporation COM 907818108 204 1,207 SH   SOLE   1,207 0 0
United Parcel Service, Inc. COM 911312106 13,002 116,944 SH   SOLE   116,944 0 0
United Rentals, Inc. COM 911363109 41,372 277,587 SH   SOLE   276,017 0 1,570
Upland Software, Inc. COM 91544a109 1,847 53,140 SH   SOLE   53,140 0 0
V.F. Corporation COM 918204108 38,180 626,522 SH   SOLE   624,222 0 2,300
Veeva Systems Inc. COM 922475108 741 3,160 SH   SOLE   3,160 0 0
Veritex Holdings, Inc. COM 923451108 564 31,840 SH   SOLE   31,840 0 0
Verizon Communications Inc. COM 92343v104 16,822 305,130 SH   SOLE   305,130 0 0
Vertex Pharmaceutical COM 92532f100 402 1,384 SH   SOLE   1,384 0 0
Victory Capital Holdings, Inc. COM 92645b103 627 36,499 SH   SOLE   36,499 0 0
Visa Inc Class A COM 92826c839 921 4,770 SH   SOLE   4,770 0 0
Walker & Dunlop, Inc. COM 93148p102 753 14,815 SH   SOLE   14,815 0 0
Walmart, Inc. COM 931142103 1,306 10,900 SH   SOLE   10,900 0 0
Willdan Group, Inc. COM 96924n100 1,071 42,808 SH   SOLE   42,808 0 0
Workday, Inc. COM 98138h101 281 1,500 SH   SOLE   1,500 0 0
Yum! Brands COM 988498101 391 4,500 SH   SOLE   4,500 0 0
Zebra Technologies Corporation COM 989207105 2,247 8,780 SH   SOLE   8,780 0 0
Zimmer Biomet Holdings, Inc. COM 98956p102 40,347 338,027 SH   SOLE   336,077 0 1,950
ePlus, Inc. COM 294268107 1,742 24,650 SH   SOLE   24,650 0 0
iShares Core MSCI EAFE ETF COM 46432f842 291 5,092 SH   SOLE   5,092 0 0
iShares Core S&P 500 ETF COM 464287200 260 841 SH   SOLE   841 0 0
iShares Core S&P Smallcap - ET COM 464287804 231 3,389 SH   SOLE   3,389 0 0