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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   1,375,091 12,964 SH   SOLE   12,442 0 522
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   138,096 11,713 SH   SOLE   5,106 0 6,607
ACCO BRANDS CORP COM 00081T108   264,820 47,205 SH   SOLE   20,530 0 26,675
ACI WORLDWIDE INC COM 004498101   3,881,186 116,868 SH   SOLE   82,650 0 34,218
ACUITY BRANDS INC COM 00508Y102   78,465,398 291,986 SH   SOLE   247,317 0 44,669
ADDUS HOMECARE CORP COM 006739106   3,352,143 32,438 SH   SOLE   22,951 0 9,487
ADVANCED ENERGY INDS COM 007973100   2,950,281 28,930 SH   SOLE   20,472 0 8,458
ALARM COM HLDGS INC COM 011642105   3,898,886 53,800 SH   SOLE   38,042 0 15,758
ALBERTSONS COS INC COMMON STOCK 013091103   32,461,789 1,514,076 SH   SOLE   1,329,341 0 184,735
ALLISON TRANSMISSION HLDGS I COM 01973R101   79,427,153 978,649 SH   SOLE   793,741 0 184,908
ALPHABET INC CAP STK CL A 02079K305   19,999,885 132,511 SH   SOLE   104,244 0 28,267
AMDOCS LTD SHS G02602103   38,449,362 425,466 SH   SOLE   373,208 0 52,258
AMERICAN EXPRESS CO COM 025816109   13,294,136 58,387 SH   SOLE   57,126 0 1,261
AMGEN INC COM 031162100   58,960,576 207,374 SH   SOLE   177,358 0 30,016
ANI PHARMACEUTICALS INC COM 00182C103   345,996 5,005 SH   SOLE   2,182 0 2,823
APPLE INC COM 037833100   34,049,412 198,562 SH   SOLE   169,405 0 29,157
APPLIED INDL TECHNOLOGIES IN COM 03820C105   2,578,818 13,054 SH   SOLE   9,236 0 3,818
ARGAN INC COM 04010E109   302,179 5,979 SH   SOLE   2,607 0 3,372
ARROW ELECTRS INC COM 042735100   1,827,587 14,117 SH   SOLE   9,987 0 4,130
ASSETMARK FINL HLDGS INC COM 04546L106   3,271,070 92,377 SH   SOLE   65,350 0 27,027
AUDIOCODES LTD ORD M15342104   366,020 28,069 SH   SOLE   12,233 0 15,836
AUTODESK INC COM 052769106   7,754,787 29,778 SH   SOLE   29,113 0 665
AUTOMATIC DATA PROCESSING IN COM 053015103   235,005 941 SH   SOLE   941 0 0
AUTOZONE INC COM 053332102   51,248,981 16,261 SH   SOLE   14,259 0 2,002
BANK AMERICA CORP COM 060505104   40,712,960 1,073,654 SH   SOLE   942,870 0 130,784
BELDEN INC COM 077454106   4,561,228 49,252 SH   SOLE   34,846 0 14,406
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   71,924,900 171,038 SH   SOLE   141,915 0 29,123
BIOGEN INC COM 09062X103   1,111,573 5,155 SH   SOLE   5,155 0 0
BLUELINX HLDGS INC COM NEW 09624H208   311,013 2,388 SH   SOLE   1,041 0 1,347
BOOKING HOLDINGS INC COM 09857L108   10,999,732 3,032 SH   SOLE   2,964 0 68
BRADY CORP CL A 104674106   2,836,726 47,853 SH   SOLE   33,854 0 13,999
BRISTOL-MYERS SQUIBB CO COM 110122108   34,866,257 642,933 SH   SOLE   561,261 0 81,672
BUCKLE INC COM 118440106   1,565,013 38,863 SH   SOLE   27,501 0 11,362
CAPITAL ONE FINL CORP COM 14040H105   41,984,449 281,983 SH   SOLE   247,538 0 34,445
CARGURUS INC COM CL A 141788109   2,924,698 126,720 SH   SOLE   89,649 0 37,071
CATERPILLAR INC COM 149123101   3,468,993 9,467 SH   SOLE   1,352 0 8,115
CENTENE CORP DEL COM 15135B101   7,755,080 98,816 SH   SOLE   79,662 0 19,154
CENTRAL PAC FINL CORP COM NEW 154760409   1,139,615 57,702 SH   SOLE   40,741 0 16,961
CHECK POINT SOFTWARE TECH LT ORD M22465104   22,446,737 136,862 SH   SOLE   100,795 0 36,067
CIRRUS LOGIC INC COM 172755100   7,525,406 81,303 SH   SOLE   65,790 0 15,513
CISCO SYS INC COM 17275R102   47,255,686 946,818 SH   SOLE   815,314 0 131,504
CITIGROUP INC COM NEW 172967424   39,203,235 619,912 SH   SOLE   543,274 0 76,638
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   6,869,545 93,731 SH   SOLE   75,440 0 18,291
COMFORT SYS USA INC COM 199908104   5,332,127 16,783 SH   SOLE   11,889 0 4,894
COMMERCIAL METALS CO COM 201723103   1,847,846 31,442 SH   SOLE   22,245 0 9,197
COSTCO WHSL CORP NEW COM 22160K105   558,997 763 SH   SOLE   763 0 0
CRA INTL INC COM 12618T105   326,533 2,183 SH   SOLE   951 0 1,232
CRAWFORD & CO CL A 224633206   3,952,104 419,099 SH   SOLE   292,047 0 127,052
CUMMINS INC COM 231021106   14,518,584 49,274 SH   SOLE   43,401 0 5,873
CURTISS WRIGHT CORP COM 231561101   38,141,970 149,027 SH   SOLE   131,034 0 17,993
CVS HEALTH CORP COM 126650100   36,956,796 463,350 SH   SOLE   416,362 0 46,988
DELUXE CORP COM 248019101   270,635 13,144 SH   SOLE   5,730 0 7,414
DISCOVER FINL SVCS COM 254709108   18,434,007 140,621 SH   SOLE   89,969 0 50,652
DONNELLEY FINL SOLUTIONS INC COM 25787G100   5,178,455 83,510 SH   SOLE   57,025 0 26,485
DORMAN PRODS INC COM 258278100   1,926,836 19,990 SH   SOLE   14,142 0 5,848
DROPBOX INC CL A 26210C104   8,652,963 356,089 SH   SOLE   348,145 0 7,944
ELECTRONIC ARTS INC COM 285512109   6,807,298 51,310 SH   SOLE   41,281 0 10,029
ELEVANCE HEALTH INC COM 036752103   45,189,724 87,148 SH   SOLE   78,256 0 8,892
ENCORE WIRE CORP COM 292562105   31,622,420 120,338 SH   SOLE   110,862 0 9,476
ENERGIZER HLDGS INC NEW COM 29272W109   4,214,660 143,161 SH   SOLE   101,275 0 41,886
EOG RES INC COM 26875P101   2,920,377 22,844 SH   SOLE   3,255 0 19,589
EPLUS INC COM 294268107   2,919,567 37,173 SH   SOLE   26,298 0 10,875
EVERCORE INC CLASS A 29977A105   4,059,219 21,077 SH   SOLE   14,911 0 6,166
EXELIXIS INC COM 30161Q104   9,954,308 419,482 SH   SOLE   354,492 0 64,990
EXPEDIA GROUP INC COM NEW 30212P303   47,348,807 343,730 SH   SOLE   301,638 0 42,092
F5 INC COM 315616102   17,188,609 90,662 SH   SOLE   81,214 0 9,448
FABRINET SHS G3323L100   2,988,028 15,808 SH   SOLE   11,187 0 4,621
FOX CORP CL A COM 35137L105   9,996,956 319,698 SH   SOLE   192,488 0 127,210
FULLER H B CO COM 359694106   1,633,235 20,482 SH   SOLE   14,490 0 5,992
GARRETT MOTION INC COM 366505105   3,770,669 379,343 SH   SOLE   268,388 0 110,955
GATES INDL CORP PLC ORD SHS G39108108   1,910,112 107,855 SH   SOLE   77,430 0 30,425
GIBRALTAR INDS INC COM 374689107   3,265,814 40,554 SH   SOLE   28,697 0 11,857
GILEAD SCIENCES INC COM 375558103   4,131,300 56,400 SH   SOLE   19,587 0 36,813
GMS INC COM 36251C103   5,782,288 59,403 SH   SOLE   42,009 0 17,394
GODADDY INC CL A 380237107   9,432,449 79,478 SH   SOLE   63,942 0 15,536
GOLDMAN SACHS GROUP INC COM 38141G104   60,318,613 144,410 SH   SOLE   129,673 0 14,737
GRAHAM HLDGS CO COM CL B 384637104   15,838,006 20,631 SH   SOLE   13,796 0 6,835
GREAT SOUTHN BANCORP INC COM 390905107   202,286 3,690 SH   SOLE   1,602 0 2,088
GREEN BRICK PARTNERS INC COM 392709101   3,768,591 62,570 SH   SOLE   44,221 0 18,349
HEALTHSTREAM INC COM 42222N103   348,606 13,076 SH   SOLE   5,687 0 7,389
HOLOGIC INC COM 436440101   5,755,943 73,832 SH   SOLE   59,482 0 14,350
HUB GROUP INC CL A 443320106   3,363,640 77,826 SH   SOLE   55,026 0 22,800
HUDSON TECHNOLOGIES INC COM 444144109   129,984 11,806 SH   SOLE   5,147 0 6,659
INCYTE CORP COM 45337C102   4,947,901 86,851 SH   SOLE   70,032 0 16,819
INFORMATION SVCS GROUP INC COM 45675Y104   266,798 66,039 SH   SOLE   28,789 0 37,250
INMODE LTD SHS M5425M103   1,787,666 82,724 SH   SOLE   58,520 0 24,204
INTERNATIONAL MNY EXPRESS IN COM 46005L101   3,873,680 169,675 SH   SOLE   118,291 0 51,384
ISHARES TR BLACKROCK ULTRA 46434V878   1,838,159 36,356 SH   SOLE   36,356 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104   3,425,184 122,503 SH   SOLE   86,943 0 35,560
JOHNSON & JOHNSON COM 478160104   40,094,046 253,455 SH   SOLE   214,172 0 39,283
JPMORGAN CHASE & CO COM 46625H100   73,754,867 368,222 SH   SOLE   313,058 0 55,164
KARAT PACKAGING INC COM 48563L101   337,999 11,814 SH   SOLE   5,151 0 6,663
KORN FERRY COM NEW 500643200   3,975,915 60,461 SH   SOLE   42,749 0 17,712
LAM RESEARCH CORP COM 512807108   8,693,608 8,948 SH   SOLE   8,758 0 190
LANDSTAR SYS INC COM 515098101   31,575,630 163,808 SH   SOLE   143,637 0 20,171
LIBERTY BROADBAND CORP COM SER A 530307107   23,203,515 406,224 SH   SOLE   364,535 0 41,689
LIBERTY BROADBAND CORP COM SER C 530307305   7,304,666 127,637 SH   SOLE   81,922 0 45,715
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   818,819 12,482 SH   SOLE   11,412 0 1,070
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   60,171,901 2,025,308 SH   SOLE   1,670,289 0 355,019
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   231,541 7,796 SH   SOLE   7,796 0 0
LKQ CORP COM 501889208   11,923,676 223,248 SH   SOLE   145,724 0 77,524
MADISON SQUARE GARDEN ENTMT COM CL A 558256103   1,293,891 32,999 SH   SOLE   32,043 0 956
MALIBU BOATS INC COM CL A 56117J100   251,716 5,816 SH   SOLE   2,529 0 3,287
MARINE PRODS CORP COM 568427108   182,877 15,564 SH   SOLE   6,787 0 8,777
MARKEL GROUP INC COM 570535104   18,269,932 12,008 SH   SOLE   8,126 0 3,882
MASTECH DIGITAL INC COM 57633B100   174,627 19,403 SH   SOLE   8,424 0 10,979
MATTHEWS INTL CORP CL A 577128101   3,242,887 104,340 SH   SOLE   73,761 0 30,579
MERCK & CO INC COM 58933Y105   490,854 3,720 SH   SOLE   3,720 0 0
META PLATFORMS INC CL A 30303M102   57,024,573 117,436 SH   SOLE   99,110 0 18,326
MICROSOFT CORP COM 594918104   14,982,681 35,612 SH   SOLE   29,141 0 6,471
MSC INDL DIRECT INC CL A 553530106   35,159,242 362,317 SH   SOLE   317,959 0 44,358
MUELLER INDS INC COM 624756102   11,839,361 219,532 SH   SOLE   169,980 0 49,552
NATHANS FAMOUS INC NEW COM 632347100   306,352 4,327 SH   SOLE   1,884 0 2,443
NATIONAL RESH CORP COM NEW 637372202   322,822 8,150 SH   SOLE   3,545 0 4,605
NETAPP INC COM 64110D104   57,296,405 545,836 SH   SOLE   482,012 0 63,824
NOMAD FOODS LTD USD ORD SHS G6564A105   3,764,283 192,448 SH   SOLE   136,012 0 56,436
NORTHEAST CMNTY BANCORP INC COM 664121100   271,405 17,254 SH   SOLE   7,504 0 9,750
NORTHFIELD BANCORP INC DEL COM 66611T108   222,501 22,891 SH   SOLE   9,977 0 12,914
NORTHROP GRUMMAN CORP COM 666807102   201,037 420 SH   SOLE   313 0 107
OLAPLEX HLDGS INC COM 679369108   46,451 24,193 SH   SOLE   24,193 0 0
OWENS & MINOR INC NEW COM 690732102   1,990,354 71,828 SH   SOLE   50,814 0 21,014
PARKE BANCORP INC COM 700885106   176,160 10,227 SH   SOLE   4,440 0 5,787
PATRICK INDS INC COM 703343103   3,672,986 30,744 SH   SOLE   21,751 0 8,993
PCB BANCORP COM 69320M109   322,713 19,762 SH   SOLE   8,612 0 11,150
PERDOCEO ED CORP COM 71363P106   4,857,588 276,628 SH   SOLE   195,507 0 81,121
PERION NETWORK LTD SHS NEW M78673114   2,183,280 97,121 SH   SOLE   68,711 0 28,410
PETIQ INC COM CL A 71639T106   334,908 18,321 SH   SOLE   7,986 0 10,335
PREMIER INC CL A 74051N102   1,611,090 72,900 SH   SOLE   52,133 0 20,767
PRESTIGE CONSMR HEALTHCARE I COM 74112D101   4,285,248 59,058 SH   SOLE   41,782 0 17,276
PRICE T ROWE GROUP INC COM 74144T108   7,567,574 62,070 SH   SOLE   60,720 0 1,350
PROCTER AND GAMBLE CO COM 742718109   243,375 1,500 SH   SOLE   1,500 0 0
PROGRESS SOFTWARE CORP COM 743312100   25,229,384 473,258 SH   SOLE   436,712 0 36,546
QUALCOMM INC COM 747525103   16,317,303 96,381 SH   SOLE   71,505 0 24,876
QUANEX BLDG PRODS CORP COM 747619104   407,665 10,608 SH   SOLE   4,615 0 5,993
QUIDELORTHO CORP COM 219798105   989,002 20,630 SH   SOLE   20,630 0 0
RADIANT LOGISTICS INC COM 75025X100   121,793 22,471 SH   SOLE   9,796 0 12,675
REGENERON PHARMACEUTICALS COM 75886F107   54,201,662 56,314 SH   SOLE   47,305 0 9,009
RESIDEO TECHNOLOGIES INC COM 76118Y104   4,077,212 181,856 SH   SOLE   128,692 0 53,164
RESOURCES CONNECTION INC COM 76122Q105   272,952 20,741 SH   SOLE   9,029 0 11,712
REV GROUP INC COM 749527107   524,748 23,755 SH   SOLE   10,356 0 13,399
REYNOLDS CONSUMER PRODS INC COM 76171L106   1,773,747 62,106 SH   SOLE   43,935 0 18,171
RIMINI STR INC DEL COM 76674Q107   270,111 82,856 SH   SOLE   36,121 0 46,735
RMR GROUP INC CL A 74967R106   291,048 12,127 SH   SOLE   5,275 0 6,852
ROBERT HALF INC. COM 770323103   38,284,153 482,898 SH   SOLE   427,068 0 55,830
SAPIENS INTL CORP N V SHS G7T16G103   4,229,201 131,505 SH   SOLE   93,148 0 38,357
SCIENCE APPLICATIONS INTL CO COM 808625107   3,774,660 28,949 SH   SOLE   20,252 0 8,697
SEMLER SCIENTIFIC INC COM 81684M104   283,600 9,709 SH   SOLE   4,233 0 5,476
SKYWORKS SOLUTIONS INC COM 83088M102   29,677,622 273,981 SH   SOLE   240,356 0 33,625
SMART GLOBAL HLDGS INC SHS G8232Y101   220,404 8,374 SH   SOLE   3,650 0 4,724
SNAP ON INC COM 833034101   6,718,566 22,681 SH   SOLE   18,255 0 4,426
STANDARD MTR PRODS INC COM 853666105   243,539 7,259 SH   SOLE   3,160 0 4,099
STERLING INFRASTRUCTURE INC COM 859241101   4,579,409 41,514 SH   SOLE   29,376 0 12,138
SYSCO CORP COM 871829107   40,506,709 498,974 SH   SOLE   438,857 0 60,117
TARGET CORP COM 87612E106   9,949,810 56,147 SH   SOLE   54,962 0 1,185
THE CIGNA GROUP COM 125523100   13,714,418 37,761 SH   SOLE   37,213 0 548
TURNING PT BRANDS INC COM 90041L105   318,374 10,866 SH   SOLE   4,738 0 6,128
UFP INDUSTRIES INC COM 90278Q108   2,333,746 18,972 SH   SOLE   13,422 0 5,550
UNITED STS LIME & MINERALS I COM 911922102   237,916 798 SH   SOLE   347 0 451
UNITED THERAPEUTICS CORP DEL COM 91307C102   5,806,173 25,275 SH   SOLE   20,516 0 4,759
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   450,330 12,214 SH   SOLE   5,324 0 6,890
UTAH MED PRODS INC COM 917488108   292,902 4,119 SH   SOLE   1,808 0 2,311
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,242,592 16,207 SH   SOLE   16,207 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   2,902,106 49,976 SH   SOLE   49,976 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   415,472 5,374 SH   SOLE   5,374 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,081,748 12,157 SH   SOLE   5,085 0 7,072
VISHAY PRECISION GROUP INC COM 92835K103   376,265 10,650 SH   SOLE   4,642 0 6,008
VONTIER CORPORATION COM 928881101   5,719,760 126,097 SH   SOLE   89,192 0 36,905
WALMART INC COM 931142103   45,800,802 761,190 SH   SOLE   682,194 0 78,996
WARNER BROS DISCOVERY INC COM SER A 934423104   35,476,040 4,063,693 SH   SOLE   3,429,853 0 633,840
WELLS FARGO CO NEW COM 949746101   46,472,966 801,811 SH   SOLE   656,491 0 145,320
WESTERN NEW ENG BANCORP INC COM 958892101   375,362 48,939 SH   SOLE   25,431 0 23,508
WILEY JOHN & SONS INC CL A 968223206   3,743,870 98,187 SH   SOLE   69,465 0 28,722
YALLA GROUP LTD ADS 98459U103   264,940 55,081 SH   SOLE   24,013 0 31,068
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   7,667,428 25,436 SH   SOLE   24,891 0 545
ZIFF DAVIS INC COM 48123V102   1,339,033 21,241 SH   SOLE   15,014 0 6,227
ZIONS BANCORPORATION N A COM 989701107   7,361,291 169,615 SH   SOLE   135,604 0 34,011