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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Inc COM 00724F101 23,653 41,085 SH   SOLE N/A 41,085 0 0
Alphabet Inc Cap Stock Cl C CAP STK CL C 02079K107 666 250 SH   SOLE N/A 250 0 0
Alteryx Inc Cl A COM CL A 02156B103 2,780 38,025 SH   SOLE N/A 38,025 0 0
Amazon.com Inc COM 023135106 35,710 10,870 SH   SOLE N/A 10,870 0 0
Amgen Inc COM 031162100 1,861 8,750 SH   SOLE N/A 8,750 0 0
Apollo Global Mgmt Inc Com CL COM CL A 03768E105 10,680 173,410 SH   SOLE N/A 173,410 0 0
Apple Inc COM 037833100 36,175 255,656 SH   SOLE N/A 255,656 0 0
Bank of America Corporation COM 060505104 409 9,646 SH   SOLE N/A 9,646 0 0
Berkshire Hathaway Inc Cl A CL A 084670108 823 2 SH   SOLE N/A 2 0 0
Berkshire Hathaway Inc Cl B CL B NEW 084670702 468 1,714 SH   SOLE N/A 1,714 0 0
Boeing Co COM 097023105 220 1,000 SH   SOLE N/A 1,000 0 0
Caseys General Stores Inc COM 147528103 3,506 18,605 SH   SOLE N/A 18,605 0 0
Check Point Software Tech Ltd ORD M22465104 396 3,500 SH   SOLE N/A 3,500 0 0
Chevron Corp COM 166764100 2,044 20,143 SH   SOLE N/A 20,143 0 0
Chewy Inc Cl A CL A 16679L109 2,099 30,825 SH   SOLE N/A 30,825 0 0
Cisco Systems Inc COM 17275R102 816 15,000 SH   SOLE N/A 15,000 0 0
Coca-Cola Co COM 191216100 3,035 57,850 SH   SOLE N/A 57,850 0 0
ConocoPhillips COM 20825C104 225 3,325 SH   SOLE N/A 3,325 0 0
Constellation Brands Inc Cl A CL A 21036P108 8,221 39,020 SH   SOLE N/A 39,020 0 0
Continental Resources Inc COM 212015101 346 7,500 SH   SOLE N/A 7,500 0 0
CVS Health Corporation COM 126650100 5,506 64,885 SH   SOLE N/A 64,885 0 0
Cyberark Software Ltd SHS M2682V108 12,900 81,740 SH   SOLE N/A 81,740 0 0
D R Horton Inc COM 23331A109 936 11,150 SH   SOLE N/A 11,150 0 0
Davita Inc COM 23918K108 407 3,500 SH   SOLE N/A 3,500 0 0
Devon Energy Corp COM 25179M103 611 17,220 SH   SOLE N/A 17,220 0 0
DexCom Inc COM 252131107 410 750 SH   SOLE N/A 750 0 0
Diamondback Energy Inc COM 25278X109 1,325 14,000 SH   SOLE N/A 14,000 0 0
Docusign Inc COM 256163106 8,910 34,610 SH   SOLE N/A 34,610 0 0
Dollar General Corp COM 256677105 583 2,750 SH   SOLE N/A 2,750 0 0
Draftkings Inc Cl A COM CL A 26142R104 4,550 94,475 SH   SOLE N/A 94,475 0 0
Edwards Lifesciences Corp COM 28176E108 16,380 144,685 SH   SOLE N/A 144,685 0 0
Evergy Inc COM 30034W106 4,954 79,650 SH   SOLE N/A 79,650 0 0
Expedia Inc COM NEW 30212P303 3,371 20,570 SH   SOLE N/A 20,570 0 0
Exxon Mobil Corp COM 30231G102 3,683 62,622 SH   SOLE N/A 62,622 0 0
Fortinet Inc COM 34959E109 32,389 110,905 SH   SOLE N/A 110,905 0 0
Freeport-McMoran Inc CL B 35671D857 903 27,750 SH   SOLE N/A 27,750 0 0
Genasys Inc Com COM 36872P103 207 40,000 SH   SOLE N/A 40,000 0 0
Hewlett Packard Enterprise Co COM 42824C109 225 15,800 SH   SOLE N/A 15,800 0 0
Hp Inc COM 40434L105 432 15,800 SH   SOLE N/A 15,800 0 0
Idexx Laboratories Inc COM 45168D104 34,074 54,790 SH   SOLE N/A 54,790 0 0
Illinois Tool Works Inc COM 452308109 258 1,250 SH   SOLE N/A 1,250 0 0
Intuitive Surgical Inc COM NEW 46120E602 27,371 27,532 SH   SOLE N/A 27,532 0 0
Johnson & Johnson COM 478160104 1,724 10,677 SH   SOLE N/A 10,677 0 0
JPMorgan Chase & Co COM 46625H100 9,348 57,110 SH   SOLE N/A 57,110 0 0
Marketaxess Holdings Inc COM 57060D108 9,882 23,490 SH   SOLE N/A 23,490 0 0
Marriott Intl Inc Cl A CL A 571903202 3,213 21,695 SH   SOLE N/A 21,695 0 0
MasterCard Inc Cl A CL A 57636Q104 11,441 32,907 SH   SOLE N/A 32,907 0 0
MercadoLibre Inc COM 58733R102 4,659 2,774 SH   SOLE N/A 2,774 0 0
Merck & Co Inc COM 58933Y105 289 3,850 SH   SOLE N/A 3,850 0 0
Microsoft Corp COM 594918104 3,824 13,563 SH   SOLE N/A 13,563 0 0
Morgan Stanley COM NEW 617446448 18,251 187,560 SH   SOLE N/A 187,560 0 0
Msa Safety Inc COM 553498106 437 3,000 SH   SOLE N/A 3,000 0 0
MSCI Inc Cl A COM 55354G100 23,969 39,400 SH   SOLE N/A 39,400 0 0
Netflix Inc COM 64110L106 23,019 37,715 SH   SOLE N/A 37,715 0 0
NVIDIA Corp COM 67066G104 29,360 141,725 SH   SOLE N/A 141,725 0 0
OGE Energy Corp COM 670837103 5,603 169,990 SH   SOLE N/A 169,990 0 0
ONEOK Inc COM 682680103 5,115 88,213 SH   SOLE N/A 88,213 0 0
Palo Alto Networks Inc COM 697435105 2,395 5,000 SH   SOLE N/A 5,000 0 0
Paychex Inc COM 704326107 295 2,625 SH   SOLE N/A 2,625 0 0
Paycom Software Inc COM 70432V102 42,488 85,705 SH   SOLE N/A 85,705 0 0
Paypal Holdings Inc COM 70450Y103 16,048 61,675 SH   SOLE N/A 61,675 0 0
Peloton Interactive Inc Cl A CL A COM 70614W100 2,751 31,605 SH   SOLE N/A 31,605 0 0
Penn Natl Gaming Inc COM 707569109 5,492 75,795 SH   SOLE N/A 75,795 0 0
PepsiCo Inc COM 713448108 217 1,440 SH   SOLE N/A 1,440 0 0
Pfizer Inc COM 717081103 1,196 27,818 SH   SOLE N/A 27,818 0 0
Phillips 66 COM 718546104 7,806 111,460 SH   SOLE N/A 111,460 0 0
Progress Software Corp COM 743312100 730 14,850 SH   SOLE N/A 14,850 0 0
Prudential Financial Inc COM 744320102 4,003 38,055 SH   SOLE N/A 38,055 0 0
Raytheon Technologies Corp COM 75513E101 5,468 63,610 SH   SOLE N/A 63,610 0 0
Roku Inc Cl A COM CL A 77543R102 893 2,850 SH   SOLE N/A 2,850 0 0
Roper Technologies Inc Com COM 776696106 5,157 11,560 SH   SOLE N/A 11,560 0 0
Salesforce.com Inc COM 79466L302 21,037 77,564 SH   SOLE N/A 77,564 0 0
Schwab Charles Corp COM 808513105 2,541 34,890 SH   SOLE N/A 34,890 0 0
Sofi Technologies Inc COM 83406F102 373 23,500 SH   SOLE N/A 23,500 0 0
Southwest Airlines Co COM 844741108 823 16,000 SH   SOLE N/A 16,000 0 0
Square Inc Cl A CL A 852234103 3,966 16,535 SH   SOLE N/A 16,535 0 0
Stonex Group Inc COM 861896108 824 12,500 SH   SOLE N/A 12,500 0 0
Store Cap Corp COM 862121100 4,271 133,350 SH   SOLE N/A 133,350 0 0
T-Mobile US Inc COM 872590104 4,898 38,335 SH   SOLE N/A 38,335 0 0
Target Corp COM 87612E106 495 2,165 SH   SOLE N/A 2,165 0 0
Teladoc Inc COM 87918A105 15,186 119,755 SH   SOLE N/A 119,755 0 0
Tesla Motors Inc COM 88160R101 5,355 6,905 SH   SOLE N/A 6,905 0 0
TJX Cos Inc COM 872540109 660 10,000 SH   SOLE N/A 10,000 0 0
UnitedHealth Group Inc COM 91324P102 11,281 28,870 SH   SOLE N/A 28,870 0 0
Vanguard Emerg Mkt Bond ETF EMERG MKT BD ETF 921946885 3,562 45,490 SH   SOLE N/A 45,490 0 0
Verizon Communications Inc COM 92343V104 2,264 41,914 SH   SOLE N/A 41,914 0 0
Wal Mart Stores Inc COM 931142103 4,620 33,145 SH   SOLE N/A 33,145 0 0
Waste Management Inc COM 94106L109 2,297 15,380 SH   SOLE N/A 15,380 0 0
Werner Enterprises Inc COM 950755108 5,270 119,040 SH   SOLE N/A 119,040 0 0
West Pharmaceutical Svsc Inc COM 955306105 1,274 3,000 SH   SOLE N/A 3,000 0 0
Williams Cos Inc COM 969457100 3,125 120,469 SH   SOLE N/A 120,469 0 0
Alibaba Group Holding Ltd Sp A SPONSORED ADS 01609W102 4,658 31,465 SH   SOLE N/A 31,465 0 0
Jd Com Inc Sp ADR Cl A SPON ADR CL A 47215P106 6,550 90,665 SH   SOLE N/A 90,665 0 0
Taiwan Semiconductor Mfg Ltd S SPONSORED ADS 874039100 223 2,000 SH   SOLE N/A 2,000 0 0
Energy Select Sector SPDR ENERGY 81369Y506 699 13,425 SH   SOLE N/A 13,425 0 0
Invesco QQQ Tr Unit Ser 1 UNIT SER 1 46090E103 229 640 SH   SOLE N/A 640 0 0
iShares Tr Russell 1000 Growth RUS 1000 GRW ETF 464287614 411 1,500 SH   SOLE N/A 1,500 0 0
SPDR Dow Jones Industrial Avrg UT SER 1 78467X109 289 855 SH   SOLE N/A 855 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 300 700 SH   SOLE N/A 700 0 0
BlackRock Corp High Yield Fund COM 09255P107 2,678 219,500 SH   SOLE N/A 219,500 0 0
Nuveen Div Adv Muni Fund COM 67066V101 234 15,000 SH   SOLE N/A 15,000 0 0
Western Asset Muni High Income COM 95766N103 238 30,000 SH   SOLE N/A 30,000 0 0
AllianceBernstein Holding LP UNIT LTD PARTN 01881G106 12,759 257,345 SH   SOLE N/A 257,345 0 0
Brookfield Infrast Partners LP LP INT UNIT G16252101 4,212 75,075 SH   SOLE N/A 75,075 0 0
Enterprise Products Partners L COM 293792107 4,775 220,675 SH   SOLE N/A 220,675 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 7,120 156,215 SH   SOLE N/A 156,215 0 0
Sunoco LP COM UT REP LP 86765K109 10,030 268,750 SH   SOLE N/A 268,750 0 0
American Tower REIT COM 03027X100 4,937 18,600 SH   SOLE N/A 18,600 0 0
Blackstone Mtg Tr Inc Cl A COM CL A 09257W100 5,396 177,960 SH   SOLE N/A 177,960 0 0
Public Storage COM 74460D109 357 1,200 SH   SOLE N/A 1,200 0 0