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   6,080,305 59,500 SH   SOLE   59,500 0 0
Abbott Laboratories COM 002824100   21,006,134 202,157 SH   SOLE   202,157 0 0
AbbVie Inc COM 00287Y109   16,072,796 93,708 SH   SOLE   93,708 0 0
Accenture PLC COM G1151C101   91,916,954 302,946 SH   SOLE   297,264 0 5,683
adidas AG - Spons ADR COM 00687A107   3,181,684 26,545 SH   SOLE   26,229 0 316
Adobe Inc COM 00724F101   9,997,083 17,995 SH   SOLE   17,995 0 0
AES Corp/VA COM 00130H105   11,947,600 680,000 SH   SOLE   680,000 0 0
Aflac Inc COM 001055102   390,106 4,368 SH   SOLE   4,368 0 0
Agilent Technologies Inc COM 00846U101   91,639,536 706,932 SH   SOLE   692,467 0 14,465
AIA Group Ltd - Spons ADR COM 001317205   2,970,029 109,879 SH   SOLE   108,541 0 1,338
Air Liquide SA - Unspons ADR COM 009126202   1,647,505 47,561 SH   SOLE   47,000 0 561
Air Products & Chemicals Inc COM 009158106   22,859,875 88,587 SH   SOLE   88,587 0 0
Airbus SE - Unspons ADR COM 009279100   3,134,809 91,554 SH   SOLE   90,397 0 1,157
Alcon Inc COM H01301128   85,105,198 955,379 SH   SOLE   931,030 0 24,349
Alibaba Group Holding Ltd - Sp COM 01609W102   3,724,272 51,726 SH   SOLE   51,226 0 500
Alliant Energy Corp COM 018802108   329,393 6,471 SH   SOLE   6,471 0 0
Allstate Corp COM 020002101   1,007,295 6,309 SH   SOLE   6,309 0 0
Alphabet Inc COM 02079K107   265,377,505 1,446,830 SH   SOLE   1,418,000 0 28,830
Alphabet Inc COM 02079K305   3,089,993 16,964 SH   SOLE   16,964 0 0
Amazon.com Inc COM 023135106   140,612,409 727,619 SH   SOLE   713,334 0 14,285
American Tower Corp COM 03027X100   33,372,325 171,686 SH   SOLE   171,686 0 0
Amgen Inc COM 031162100   2,369,308 7,583 SH   SOLE   7,583 0 0
AMN Healthcare Services Inc COM 001744101   1,904,117 37,168 SH   SOLE   37,168 0 0
Amphenol Corp COM 032095101   131,425,774 1,950,806 SH   SOLE   1,869,081 0 81,724
Analog Devices Inc COM 032654105   124,804,548 546,765 SH   SOLE   535,556 0 11,208
APA Corp COM 03743Q108   9,005,696 305,900 SH   SOLE   305,900 0 0
Apple Inc COM 037833100   42,355,369 201,099 SH   SOLE   199,986 0 1,113
Applied Materials Inc COM 038222105   270,681 1,147 SH   SOLE   1,147 0 0
Arch Capital Group Ltd COM G0450A105   405,157,581 4,015,835 SH   SOLE   3,866,921 0 148,913
Archer-Daniels-Midland Co COM 039483102   8,215,155 135,900 SH   SOLE   135,900 0 0
Arista Networks Inc COM 040413106   89,537,862 255,472 SH   SOLE   244,657 0 10,815
Armstrong World Industries Inc COM 04247X102   51,757,588 457,061 SH   SOLE   437,766 0 19,295
ASML Holding NV - Spons NY Reg COM N07059210   5,649,561 5,524 SH   SOLE   5,475 0 49
AstraZeneca PLC - Spons ADR COM 046353108   4,458,064 57,162 SH   SOLE   56,573 0 589
Automatic Data Processing Inc COM 053015103   32,659,475 136,828 SH   SOLE   136,828 0 0
Axis Capital Holdings Ltd COM G0692U109   4,393,088 62,181 SH   SOLE   62,181 0 0
Baldwin Insurance Group Inc/Th COM 05589G102   3,045,348 85,857 SH   SOLE   85,857 0 0
Bank of America Corp COM 060505104   14,457,827 363,536 SH   SOLE   363,536 0 0
Barrick Gold Corp COM 067901108   10,500,060 629,500 SH   SOLE   629,500 0 0
Becton Dickinson and Co COM 075887109   253,382 1,084 SH   SOLE   1,058 0 26
Berkshire Hathaway Inc COM 084670702   102,980,463 253,148 SH   SOLE   247,291 0 5,857
BlackRock Inc COM 09247X101   44,290,687 56,255 SH   SOLE   56,119 0 136
Blackstone Group Inc/The COM 09260D107   213,060 1,721 SH   SOLE   1,721 0 0
Boston Scientific Corp COM 101137107   227,180 2,950 SH   SOLE   2,950 0 0
Box Inc COM 10316T104   4,729,984 178,895 SH   SOLE   178,895 0 0
Bristol-Myers Squibb Co COM 110122108   206,487 4,972 SH   SOLE   4,972 0 0
Broadcom Inc COM 11135F101   348,400 217 SH   SOLE   217 0 0
Brookfield Asset Management Lt COM 113004105   66,338,573 1,743,458 SH   SOLE   1,672,164 0 71,293
Brookfield Corp COM 11271J107   51,568,854 1,241,426 SH   SOLE   1,210,366 0 31,060
Brown-Forman Corp COM 115637209   59,474,685 1,377,048 SH   SOLE   1,316,160 0 60,888
Brown & Brown Inc COM 115236101   149,091,681 1,667,506 SH   SOLE   1,596,078 0 71,427
Cameco Corp COM 13321L108   3,954,794 80,382 SH   SOLE   79,643 0 739
Canadian Pacific Kansas City L COM 13646K108   2,725,396 34,617 SH   SOLE   34,314 0 303
Carlisle Cos Inc COM 142339100   139,331,641 343,850 SH   SOLE   329,812 0 14,039
CarMax Inc COM 143130102   97,788,206 1,333,354 SH   SOLE   1,276,135 0 57,220
Caterpillar Inc COM 149123101   9,052,659 27,177 SH   SOLE   27,177 0 0
CBRE Group Inc COM 12504L109   225,092 2,526 SH   SOLE   2,526 0 0
CDW Corp/DE COM 12514G108   103,508,910 462,424 SH   SOLE   442,872 0 19,552
CF Industries Holdings Inc COM 125269100   963,560 13,000 SH   SOLE   13,000 0 0
Charles Schwab Corp/The COM 808513105   64,578,798 876,358 SH   SOLE   859,254 0 17,104
Chevron Corp COM 166764100   23,473,324 150,066 SH   SOLE   150,066 0 0
Chord Energy Corp COM 674215207   3,272,611 19,517 SH   SOLE   19,517 0 0
Ciena Corp COM 171779309   16,001,253 332,114 SH   SOLE   332,114 0 0
Cigna Corp COM 125523100   207,929 629 SH   SOLE   629 0 0
Cisco Systems Inc COM 17275R102   4,908,781 103,321 SH   SOLE   103,321 0 0
CME Group Inc COM 12572Q105   27,298,500 138,853 SH   SOLE   138,853 0 0
Coca-Cola Co COM 191216100   735,730 11,559 SH   SOLE   11,559 0 0
Cogent Communications Holdings COM 19239V302   6,074,355 107,625 SH   SOLE   107,625 0 0
Colgate-Palmolive Co COM 194162103   11,045,966 113,829 SH   SOLE   113,829 0 0
Comcast Corp COM 20030N101   22,336,629 570,394 SH   SOLE   570,394 0 0
CommVault Systems Inc COM 204166102   6,128,708 50,413 SH   SOLE   50,413 0 0
Confluent Inc COM 20717M103   4,846,227 164,112 SH   SOLE   164,112 0 0
ConocoPhillips COM 20825C104   23,663,049 206,881 SH   SOLE   206,881 0 0
Constellation Brands Inc COM 21036P108   11,165,952 43,400 SH   SOLE   43,400 0 0
Copart Inc COM 217204106   216,169,762 3,991,318 SH   SOLE   3,844,361 0 146,957
Core & Main Inc COM 21874C102   5,899,815 120,552 SH   SOLE   120,552 0 0
Corning Inc COM 219350105   2,035,895 52,404 SH   SOLE   52,404 0 0
Costco Wholesale Corp COM 22160K105   31,509,678 37,071 SH   SOLE   36,679 0 392
Crane Co COM 224408104   5,756,286 39,704 SH   SOLE   39,704 0 0
Crane NXT Co COM 224441105   3,553,454 57,855 SH   SOLE   57,855 0 0
CSX Corp COM 126408103   230,404 6,888 SH   SOLE   6,888 0 0
CTS Corp COM 126501105   4,170,899 82,380 SH   SOLE   82,380 0 0
Cullen/Frost Bankers Inc COM 229899109   28,992,052 285,271 SH   SOLE   272,821 0 12,450
Cummins Inc COM 231021106   9,389,035 33,904 SH   SOLE   33,904 0 0
CVS Health Corp COM 126650100   8,200,481 138,850 SH   SOLE   138,850 0 0
CyberArk Software Ltd COM M2682V108   3,559,382 13,018 SH   SOLE   12,903 0 115
Daiichi Sankyo Co Ltd - Spons COM 23381D102   2,790,038 80,777 SH   SOLE   79,794 0 983
Danaher Corp COM 235851102   72,161,090 288,818 SH   SOLE   283,735 0 5,082
Deere & Co COM 244199105   43,884,736 117,455 SH   SOLE   114,445 0 3,010
Deutsche Telekom AG - Spons AD COM 251566105   4,255,070 168,919 SH   SOLE   166,884 0 2,035
Diageo PLC - Spons ADR COM 25243Q205   1,447,524 11,481 SH   SOLE   11,345 0 136
Discover Financial Services COM 254709108   372,024 2,844 SH   SOLE   2,844 0 0
Dollar Tree Inc COM 256746108   158,027,532 1,480,074 SH   SOLE   1,424,376 0 55,698
Dominion Energy Inc COM 25746U109   7,559,181 154,269 SH   SOLE   154,269 0 0
Dow Inc COM 260557103   1,017,128 19,173 SH   SOLE   19,173 0 0
Duluth Holdings Inc COM 26443V101   2,814,647 762,777 SH   SOLE   762,777 0 0
Ecolab Inc COM 278865100   12,302,220 51,690 SH   SOLE   51,088 0 602
Edgewell Personal Care Co COM 28035Q102   4,606,096 114,608 SH   SOLE   114,608 0 0
Elevance Health Inc COM 036752103   41,386,946 76,379 SH   SOLE   74,460 0 1,919
Eli Lilly & Co COM 532457108   45,861,119 50,654 SH   SOLE   50,133 0 521
Emerson Electric Co COM 291011104   214,151 1,944 SH   SOLE   1,944 0 0
Encompass Health Corp COM 29261A100   8,355,260 97,392 SH   SOLE   97,392 0 0
Entegris Inc COM 29362U104   5,222,784 38,573 SH   SOLE   38,573 0 0
EOG Resources Inc COM 26875P101   19,642,391 156,053 SH   SOLE   156,053 0 0
Equifax Inc COM 294429105   10,915,549 45,020 SH   SOLE   44,519 0 501
Expeditors International of Wa COM 302130109   53,561,469 429,213 SH   SOLE   411,213 0 18,000
Exxon Mobil Corp COM 30231G102   20,086,828 174,486 SH   SOLE   174,486 0 0
Fastenal Co COM 311900104   28,452,695 452,780 SH   SOLE   452,780 0 0
Ferguson Enterprises Inc COM 31488V107   41,880,454 216,269 SH   SOLE   210,993 0 5,275
Ferrari NV COM N3167Y103   2,183,554 5,347 SH   SOLE   5,301 0 46
Fiserv Inc COM 337738108   100,590,785 674,925 SH   SOLE   659,689 0 15,235
Floor & Decor Holdings Inc COM 339750101   83,064,293 835,573 SH   SOLE   799,668 0 35,905
Fomento Economico Mexicano SAB COM 344419106   2,697,709 25,060 SH   SOLE   24,822 0 238
FormFactor Inc COM 346375108   7,751,714 128,064 SH   SOLE   128,064 0 0
Freeport-McMoRan Inc COM 35671D857   2,996,725 61,661 SH   SOLE   61,661 0 0
Garmin Ltd COM H2906T109   714,241 4,384 SH   SOLE   4,384 0 0
Gartner Inc COM 366651107   192,156,873 427,909 SH   SOLE   409,533 0 18,376
General Dynamics Corp COM 369550108   763,068 2,630 SH   SOLE   2,630 0 0
Genmab A/S - Spons ADR COM 372303206   1,471,990 58,575 SH   SOLE   57,869 0 706
Gilead Sciences Inc COM 375558103   2,173,565 31,680 SH   SOLE   31,680 0 0
Glacier Bancorp Inc COM 37637Q105   31,597,497 846,664 SH   SOLE   812,320 0 34,344
Globus Medical Inc COM 379577208   1,375,074 20,077 SH   SOLE   20,077 0 0
Gogo Inc COM 38046C109   2,452,167 254,903 SH   SOLE   254,903 0 0
Hain Celestial Group Inc/The COM 405217100   1,876,784 271,604 SH   SOLE   271,604 0 0
Hayward Holdings Inc COM 421298100   2,667,390 216,861 SH   SOLE   216,861 0 0
HDFC Bank Ltd - Spons ADR COM 40415F101   5,859,369 91,083 SH   SOLE   90,227 0 856
HealthEquity Inc COM 42226A107   4,669,626 54,172 SH   SOLE   54,172 0 0
Helios Technologies Inc COM 42328H109   1,439,233 30,141 SH   SOLE   30,141 0 0
Hershey Co/The COM 427866108   9,368,161 50,961 SH   SOLE   50,961 0 0
Hewlett Packard Enterprise Co COM 42824C109   1,624,734 76,747 SH   SOLE   76,747 0 0
Hillman Solutions Corp COM 431636109   2,474,380 279,591 SH   SOLE   279,591 0 0
Home Depot Inc COM 437076102   39,202,740 113,882 SH   SOLE   113,491 0 391
Honeywell International Inc COM 438516106   27,405,724 128,340 SH   SOLE   128,340 0 0
Humana Inc COM 444859102   3,394,610 9,085 SH   SOLE   9,085 0 0
Huntsman Corp COM 447011107   1,683,113 73,918 SH   SOLE   73,918 0 0
Illinois Tool Works Inc COM 452308109   4,489,681 18,947 SH   SOLE   18,947 0 0
Infosys Ltd - Spons ADR COM 456788108   3,503,725 188,170 SH   SOLE   186,417 0 1,753
International Business Machine COM 459200101   2,845,546 16,453 SH   SOLE   16,453 0 0
Intuit Inc COM 461202103   5,956,951 9,064 SH   SOLE   9,064 0 0
Iron Mountain Inc COM 46284V101   2,696,038 30,083 SH   SOLE   30,083 0 0
Itau Unibanco Holding SA - Spo COM 465562106   2,663,250 456,036 SH   SOLE   451,699 0 4,337
Jacobs Solutions Inc COM 46982L108   374,196 2,678 SH   SOLE   2,678 0 0
JFrog Ltd COM M6191J100   4,394,364 117,027 SH   SOLE   117,027 0 0
Johnson & Johnson COM 478160104   20,019,681 136,971 SH   SOLE   136,971 0 0
JPMorgan Chase & Co COM 46625H100   35,631,133 176,165 SH   SOLE   175,201 0 964
Kerry Group PLC - Spons ADR COM 492460100   2,766,502 34,139 SH   SOLE   33,729 0 410
KION Group AG - Unspons ADR COM 497216101   3,147,534 303,523 SH   SOLE   299,883 0 3,640
Labcorp Holdings Inc COM 504922105   86,928,629 427,147 SH   SOLE   408,884 0 18,263
Las Vegas Sands Corp COM 517834107   17,372,550 392,600 SH   SOLE   392,600 0 0
Lasertec Corp - Unspons ADR COM 51809L109   1,477,665 32,837 SH   SOLE   32,433 0 404
Legalzoom.com Inc COM 52466B103   3,026,189 360,690 SH   SOLE   360,690 0 0
Leonardo DRS Inc COM 52661A108   4,411,291 172,924 SH   SOLE   172,924 0 0
Liberty Broadband Corp COM 530307305   80,674,673 1,471,628 SH   SOLE   1,415,748 0 55,881
Liberty Media Corp-Liberty For COM 531229771   29,215,850 454,863 SH   SOLE   454,863 0 0
Liberty Media Corp-Liberty For COM 531229755   46,050,466 641,014 SH   SOLE   595,080 0 45,934
Linde PLC COM G54950103   17,321,147 39,473 SH   SOLE   39,084 0 389
London Stock Exchange Group PL COM 54211N101   1,523,200 50,672 SH   SOLE   50,051 0 621
Lonza Group AG - Unspons ADR COM 54338V101   3,115,275 57,161 SH   SOLE   56,470 0 691
Lowe's Cos Inc COM 548661107   106,592,349 483,500 SH   SOLE   474,389 0 9,110
Lumen Technologies Inc COM 550241103   136,400 124,000 SH   SOLE   124,000 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   1,693,904 11,046 SH   SOLE   10,915 0 131
Manulife Financial Corp COM 56501R106   2,264,484 85,067 SH   SOLE   84,314 0 753
Markel Corp COM 570535104   537,990 341 SH   SOLE   341 0 0
Marsh & McLennan Cos Inc COM 571748102   58,058,424 275,524 SH   SOLE   268,465 0 7,059
Mastercard Inc COM 57636Q104   835,998 1,895 SH   SOLE   1,895 0 0
Matador Resources Co COM 576485205   9,416,800 158,000 SH   SOLE   158,000 0 0
McDonald's Corp COM 580135101   11,569,736 45,400 SH   SOLE   45,346 0 54
Medtronic PLC COM G5960L103   31,621,664 401,749 SH   SOLE   401,749 0 0
Merck & Co Inc COM 58933Y105   3,826,410 30,908 SH   SOLE   30,908 0 0
Meta Platforms Inc COM 30303M102   730,866 1,449 SH   SOLE   1,449 0 0
MGE Energy Inc COM 55277P104   234,467 3,138 SH   SOLE   3,138 0 0
Microchip Technology Inc COM 595017104   42,329,660 462,619 SH   SOLE   446,699 0 15,920
Microsoft Corp COM 594918104   66,290,788 148,318 SH   SOLE   147,073 0 1,245
MKS Instruments Inc COM 55306N104   97,114,228 743,714 SH   SOLE   711,875 0 31,839
Moelis & Co COM 60786M105   100,689,697 1,770,835 SH   SOLE   1,696,918 0 73,917
Morgan Stanley COM 617446448   28,314,946 291,336 SH   SOLE   291,336 0 0
Mueller Water Products Inc COM 624758108   2,437,012 135,994 SH   SOLE   135,994 0 0
Murata Manufacturing Co Ltd - COM 626425102   1,998,267 193,256 SH   SOLE   190,927 0 2,329
Nestle SA - Spons ADR COM 641069406   7,751,265 75,659 SH   SOLE   74,816 0 843
Newmont Corp COM 651639106   10,943,771 261,375 SH   SOLE   261,375 0 0
NextEra Energy Inc COM 65339F101   54,361,333 767,707 SH   SOLE   764,274 0 3,433
Nidec Corp - Spons ADR COM 654090109   1,770,800 156,708 SH   SOLE   154,779 0 1,929
NIKE Inc COM 654106103   20,489,827 271,857 SH   SOLE   267,348 0 4,509
Nordstrom Inc COM 655664100   6,875,280 324,000 SH   SOLE   324,000 0 0
Norsk Hydro ASA - Spons ADR COM 656531605   2,100,276 337,665 SH   SOLE   334,056 0 3,609
Northern Trust Corp COM 665859104   6,723,943 80,066 SH   SOLE   80,066 0 0
Nucor Corp COM 670346105   352,202 2,228 SH   SOLE   2,228 0 0
NVIDIA Corp COM 67066G104   2,942,723 23,820 SH   SOLE   23,820 0 0
NXP Semiconductors NV COM N6596X109   3,551,988 13,200 SH   SOLE   13,084 0 116
Olin Corp COM 680665205   4,146,324 87,939 SH   SOLE   87,939 0 0
Ollie's Bargain Outlet Holding COM 681116109   3,146,545 32,052 SH   SOLE   32,052 0 0
OneSpaWorld Holdings Ltd COM P73684113   8,989,652 584,883 SH   SOLE   584,883 0 0
Option Care Health Inc COM 68404L201   2,095,173 75,638 SH   SOLE   75,638 0 0
Oracle Corp COM 68389X105   26,016,100 184,250 SH   SOLE   182,746 0 1,504
PACCAR Inc COM 693718108   231,199,943 2,245,968 SH   SOLE   2,166,870 0 79,098
Pan Pacific International Hold COM 69807K105   3,144,900 133,033 SH   SOLE   131,427 0 1,606
Parker-Hannifin Corp COM 701094104   84,156,139 166,379 SH   SOLE   162,621 0 3,758
Paychex Inc COM 704326107   9,354,147 78,898 SH   SOLE   78,898 0 0
PayPal Holdings Inc COM 70450Y103   9,296,406 160,200 SH   SOLE   160,200 0 0
PepsiCo Inc COM 713448108   36,058,316 218,628 SH   SOLE   218,567 0 61
Pfizer Inc COM 717081103   5,719,923 204,429 SH   SOLE   204,429 0 0
Ping An Insurance Group Co of COM 72341E304   2,275,708 250,905 SH   SOLE   247,554 0 3,351
Power Integrations Inc COM 739276103   5,072,772 72,272 SH   SOLE   72,272 0 0
Primo Water Corp COM 74167P108   3,727,305 170,508 SH   SOLE   170,508 0 0
Procter & Gamble Co COM 742718109   10,721,449 65,010 SH   SOLE   65,010 0 0
Progressive Corp COM 743315103   92,135,421 443,577 SH   SOLE   433,975 0 9,602
Prudential Financial Inc COM 744320102   1,766,522 15,074 SH   SOLE   15,074 0 0
Prudential PLC - Spons ADR COM 74435K204   2,449,018 133,680 SH   SOLE   132,084 0 1,596
PulteGroup Inc COM 745867101   235,614 2,140 SH   SOLE   2,140 0 0
QUALCOMM Inc COM 747525103   17,798,725 89,360 SH   SOLE   88,466 0 894
Regeneron Pharmaceuticals Inc COM 75886F107   8,017,257 7,628 SH   SOLE   7,628 0 0
Revolve Group Inc COM 76156B107   3,152,455 198,143 SH   SOLE   198,143 0 0
RLI Corp COM 749607107   347,223 2,468 SH   SOLE   2,468 0 0
Ross Stores Inc COM 778296103   180,238,504 1,240,287 SH   SOLE   1,187,116 0 53,171
S&P Global Inc COM 78409V104   1,771,958 3,973 SH   SOLE   3,075 0 898
Saia Inc COM 78709Y105   3,246,989 6,846 SH   SOLE   6,846 0 0
SAP SE - Spons ADR COM 803054204   2,948,597 14,618 SH   SOLE   14,488 0 130
Scotts Miracle-Gro Co/The COM 810186106   4,875,661 74,941 SH   SOLE   74,941 0 0
Shake Shack Inc COM 819047101   3,436,290 38,181 SH   SOLE   38,181 0 0
Shell PLC - Spons ADR COM 780259305   2,405,759 33,330 SH   SOLE   32,863 0 467
Shin-Etsu Chemical Co Ltd - Un COM 824551105   2,331,886 119,953 SH   SOLE   118,504 0 1,449
Shiseido Co Ltd - Spons ADR COM 824841407   2,006,647 70,310 SH   SOLE   69,459 0 851
Siemens AG - Spons ADR COM 826197501   2,569,224 27,552 SH   SOLE   27,227 0 325
Sika AG - Unspons ADR COM 82674R103   2,061,083 72,268 SH   SOLE   71,398 0 870
Simply Good Foods Co/The COM 82900L102   5,568,356 154,120 SH   SOLE   154,120 0 0
Solventum Corp COM 83444M101   257,790 4,875 SH   SOLE   4,875 0 0
Sony Group Corp - Spons ADR COM 835699307   2,600,065 30,607 SH   SOLE   30,241 0 366
Southern Copper Corp COM 84265V105   3,460,285 32,117 SH   SOLE   31,707 0 410
Starbucks Corp COM 855244109   48,635,219 624,730 SH   SOLE   611,930 0 12,800
STMicroelectronics NV - Spons COM 861012102   2,567,262 65,358 SH   SOLE   64,777 0 581
Summit Materials Inc COM 86614U100   6,980,392 190,669 SH   SOLE   190,669 0 0
Symrise AG - Unspons ADR COM 87155N109   1,815,070 59,491 SH   SOLE   58,773 0 718
T-Mobile US Inc COM 872590104   11,768,824 66,800 SH   SOLE   66,800 0 0
Taiwan Semiconductor Mfg Co Lt COM 874039100   4,384,705 25,227 SH   SOLE   24,983 0 244
Target Corp COM 87612E106   7,232,198 48,853 SH   SOLE   48,423 0 430
TE Connectivity Ltd COM H84989104   12,412,238 82,512 SH   SOLE   80,544 0 1,968
Teledyne Technologies Inc COM 879360105   64,741,776 166,869 SH   SOLE   159,490 0 7,379
Tencent Holdings Ltd - Unspons COM 88032Q109   3,283,895 69,339 SH   SOLE   68,403 0 936
Texas Capital Bancshares Inc COM 88224Q107   2,781,625 45,496 SH   SOLE   45,496 0 0
Texas Instruments Inc COM 882508104   122,009,714 627,203 SH   SOLE   617,157 0 10,046
Thermo Fisher Scientific Inc COM 883556102   285,348 516 SH   SOLE   516 0 0
Thor Industries Inc COM 885160101   66,651,633 713,233 SH   SOLE   687,138 0 26,095
TJX Cos Inc COM 872540109   102,760,153 933,335 SH   SOLE   910,291 0 23,043
Toray Industries Inc - Unspons COM 890880206   2,722,007 286,829 SH   SOLE   283,359 0 3,470
Transocean Ltd COM H8817H100   14,846,250 2,775,000 SH   SOLE   2,775,000 0 0
Travelers Cos Inc COM 89417E109   733,244 3,606 SH   SOLE   3,606 0 0
Treasury Wine Estates Ltd - Sp COM 89465J109   2,458,095 296,156 SH   SOLE   292,535 0 3,621
U.S. Bancorp COM 902973304   82,205,797 2,070,675 SH   SOLE   2,035,409 0 35,266
Union Pacific Corp COM 907818108   27,639,017 122,156 SH   SOLE   121,714 0 442
United Parcel Service Inc COM 911312106   14,089,802 102,958 SH   SOLE   102,457 0 501
UnitedHealth Group Inc COM 91324P102   19,627,899 38,542 SH   SOLE   38,117 0 425
Verisk Analytics Inc COM 92345Y106   352,032 1,306 SH   SOLE   1,306 0 0
Vertex Pharmaceuticals Inc COM 92532F100   6,862,061 14,640 SH   SOLE   14,525 0 115
Visa Inc COM 92826C839   99,829,234 380,345 SH   SOLE   372,344 0 8,002
Wal-Mart de Mexico SAB de CV - COM 93114W107   3,591,662 105,575 SH   SOLE   104,578 0 997
Walmart Inc COM 931142103   214,099 3,162 SH   SOLE   3,162 0 0
Waste Management Inc COM 94106L109   698,689 3,275 SH   SOLE   3,275 0 0
Waters Corp COM 941848103   68,131,021 234,837 SH   SOLE   224,580 0 10,258
Wells Fargo & Co COM 949746101   5,508,957 92,759 SH   SOLE   92,759 0 0
Western Alliance Bancorp COM 957638109   2,870,120 45,688 SH   SOLE   45,688 0 0
WillScot Mobile Mini Holdings COM 971378104   5,913,997 157,120 SH   SOLE   157,120 0 0
Worldline SA/France - Unspons COM 98161H101   1,583,980 294,420 SH   SOLE   290,881 0 3,539
WR Berkley Corp COM 084423102   74,852,153 952,560 SH   SOLE   912,187 0 40,373
WW Grainger Inc COM 384802104   4,863,074 5,390 SH   SOLE   5,390 0 0
ARK Innovation ETF ETF 00214Q104   295,784 6,730 SH   SOLE   6,730 0 0
Distillate Small/Mid Cash Flow ETF 26922B667   1,804,071 51,967 SH   SOLE   51,967 0 0
Distillate US Fundamental Stab ETF 26922A321   53,068,911 1,032,670 SH   SOLE   1,032,670 0 0
Energy Select Sector SPDR Fund ETF 81369Y506   19,728,688 216,442 SH   SOLE   216,442 0 0
First Trust TCW Unconstrained ETF 33740F888   4,775,721 195,326 SH   SOLE   195,326 0 0
Franklin FTSE Japan ETF ETF 35473P744   20,983,008 729,590 SH   SOLE   729,590 0 0
Global X MLP ETF ETF 37954Y343   8,270,269 170,521 SH   SOLE   170,521 0 0
Invesco BuyBack Achievers ETF ETF 46137V308   2,395,726 23,058 SH   SOLE   23,058 0 0
Invesco Optimum Yield Diversif ETF 46090F100   7,206,210 512,897 SH   SOLE   512,897 0 0
Invesco S&P 500 Quality ETF ETF 46137V241   78,545,339 1,236,156 SH   SOLE   1,236,156 0 0
iShares 20 Year Treasury Bond ETF 464287432   266,988 2,909 SH   SOLE   2,909 0 0
iShares 3-7 Year Treasury Bond ETF 464288661   28,740,252 248,898 SH   SOLE   248,898 0 0
iShares 7-10 Year Treasury Bon ETF 464287440   15,235,076 162,681 SH   SOLE   162,681 0 0
iShares Aaa - A Rated Corporat ETF 46429B291   48,587,775 1,036,871 SH   SOLE   1,036,871 0 0
iShares Core MSCI EAFE ETF ETF 46432F842   332,764 4,581 SH   SOLE   4,581 0 0
iShares Core S&P 500 ETF ETF 464287200   4,053,333 7,407 SH   SOLE   7,407 0 0
iShares Core S&P Mid-Cap ETF ETF 464287507   20,195,076 345,097 SH   SOLE   344,682 0 415
iShares Core S&P Small-Cap ETF ETF 464287804   13,339,860 125,069 SH   SOLE   124,605 0 464
iShares Core S&P U.S. Growth E ETF 464287671   593,164 4,653 SH   SOLE   4,653 0 0
iShares Core U.S. Aggregate Bo ETF 464287226   19,305,767 198,885 SH   SOLE   198,885 0 0
iShares Currency Hedged MSCI E ETF 46434V639   5,365,535 147,905 SH   SOLE   147,905 0 0
iShares Edge MSCI USA Quality ETF 46432F339   1,393,743 8,162 SH   SOLE   8,162 0 0
iShares Global Energy ETF ETF 464287341   3,242,471 78,113 SH   SOLE   78,113 0 0
iShares iBoxx High Yield Corpo ETF 464288513   455,126 5,900 SH   SOLE   5,900 0 0
iShares Intermediate Governmen ETF 464288612   277,893 2,679 SH   SOLE   2,679 0 0
iShares MBS ETF ETF 464288588   6,999,044 76,234 SH   SOLE   76,234 0 0
iShares MSCI Emerging Markets ETF 464286426   24,896,155 343,490 SH   SOLE   343,490 0 0
iShares MSCI International Qua ETF 46434V456   14,360,950 367,758 SH   SOLE   367,758 0 0
iShares Russell 1000 Growth ET ETF 464287614   1,050,882 2,883 SH   SOLE   2,883 0 0
iShares Russell 2000 ETF ETF 464287655   245,700 1,211 SH   SOLE   1,211 0 0
iShares Russell 2000 Growth ET ETF 464287648   284,057 1,082 SH   SOLE   1,082 0 0
iShares Russell Mid-Cap Growth ETF 464287481   345,175 3,128 SH   SOLE   3,128 0 0
iShares S&P 100 ETF ETF 464287101   264,829 1,002 SH   SOLE   1,002 0 0
iShares Short Treasury Bond ET ETF 464288679   491,283 4,446 SH   SOLE   4,446 0 0
iShares Treasury Floating Rate ETF 46434V860   38,157,720 753,212 SH   SOLE   753,212 0 0
Janus Henderson Mortgage-Backe ETF 47103U852   78,630,615 1,761,044 SH   SOLE   1,761,044 0 0
JPMorgan BetaBuilders Japan ET ETF 46641Q217   4,090,611 72,490 SH   SOLE   72,490 0 0
Madison Aggregate Bond ETF ETF 557441300   51,588,209 2,556,973 SH   SOLE   2,556,973 0 0
Madison Covered Call ETF ETF 557441409   70,338,430 3,726,184 SH   SOLE   3,726,184 0 0
Madison Dividend Value ETF ETF 557441508   53,608,969 2,676,714 SH   SOLE   2,676,714 0 0
Madison Short-Term Strategic I ETF 557441201   58,936,600 2,906,144 SH   SOLE   2,906,144 0 0
Schwab Fundamental U.S. Large ETF 808524771   1,457,485 21,760 SH   SOLE   21,760 0 0
Schwab Intermediate-Term U.S. ETF 808524854   47,985,437 983,913 SH   SOLE   983,913 0 0
Schwab US Dividend Equity ETF ETF 808524797   3,711,174 47,726 SH   SOLE   47,726 0 0
Schwab US TIPS ETF ETF 808524870   5,354,898 102,959 SH   SOLE   102,959 0 0
SPDR Bloomberg 1-3 Month T-Bil ETF 78468R663   401,170 4,371 SH   SOLE   4,371 0 0
SPDR Portfolio Long Term Treas ETF 78464A664   5,604,026 205,879 SH   SOLE   205,879 0 0
SPDR Portfolio Short Term Trea ETF 78468R101   17,661,453 611,758 SH   SOLE   611,758 0 0
SPDR S&P 500 ETF Trust ETF 78462F103   25,868,383 47,533 SH   SOLE   47,436 0 97
SPDR S&P Dividend ETF ETF 78464A763   2,008,554 15,793 SH   SOLE   15,793 0 0
SPDR S&P MidCap 400 ETF Trust ETF 78467Y107   8,832,685 16,507 SH   SOLE   16,306 0 201
SPDR S&P North American Natura ETF 78463X152   210,793 3,870 SH   SOLE   3,870 0 0
Vanguard Dividend Appreciation ETF 921908844   14,179,206 77,673 SH   SOLE   77,673 0 0
Vanguard Extended Duration Tre ETF 921910709   2,571,699 35,032 SH   SOLE   35,032 0 0
Vanguard FTSE All-World ex-US ETF 922042775   9,730,475 165,936 SH   SOLE   165,936 0 0
Vanguard FTSE Europe ETF ETF 922042874   18,191,687 272,453 SH   SOLE   272,453 0 0
Vanguard Health Care ETF ETF 92204A504   2,675,428 10,058 SH   SOLE   10,058 0 0
Vanguard Information Technolog ETF 92204A702   41,634,987 72,209 SH   SOLE   72,209 0 0
Vanguard Large-Cap ETF ETF 922908637   11,581,849 46,398 SH   SOLE   46,398 0 0
Vanguard Short-Term Bond ETF ETF 921937827   484,130 6,312 SH   SOLE   6,312 0 0
Vanguard Short-Term Corporate ETF 92206C409   5,661,398 73,263 SH   SOLE   73,263 0 0
WisdomTree Europe Hedged Equit ETF 97717X701   15,103,938 334,084 SH   SOLE   334,084 0 0
Vanguard Information Technolog ETF 92204A702   50,985,249 97,237 SH   SOLE   97,237 0 0
Vanguard Large-Cap ETF ETF 922908637   11,516,009 48,031 SH   SOLE   48,031 0 0
Vanguard Short-Term Bond ETF ETF 921937827   483,941 6,312 SH   SOLE   6,312 0 0
Vanguard Short-Term Corporate ETF 92206C409   483,961 6,260 SH   SOLE   6,260 0 0