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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DISNEY WALT CO COM 254687106   10,890,124 100,666 SH   SOLE   98,226 0 2,440
GARMIN LTD SHS H2906T109   15,283,556 71,602 SH   SOLE   69,930 0 1,672
TJX COS INC NEW COM 872540109   23,805,192 199,858 SH   SOLE   195,602 0 4,256
ALPHABET INC CAP STK CL C 02079K107   50,978,695 258,802 SH   SOLE   252,884 0 5,918
APPLE INC COM 037833100   28,404,837 119,414 SH   SOLE   116,128 0 3,286
CUMMINS INC COM 231021106   17,111,821 47,428 SH   SOLE   46,284 0 1,144
HOULIHAN LOKEY INC CL A 441593100   35,351,153 201,650 SH   SOLE   197,288 0 4,362
MORNINGSTAR INC COM 617700109   11,761,899 35,962 SH   SOLE   35,154 0 808
ROYAL GOLD INC COM 780287108   15,166,092 110,872 SH   SOLE   108,246 0 2,626
TKO GROUP HOLDINGS INC CL A 87256C101   17,945,783 124,702 SH   SOLE   121,768 0 2,934
UNITEDHEALTH GROUP INC COM 91324P102   19,945,412 36,704 SH   SOLE   35,895 0 809
ABBOTT LABS COM 002824100   233,310 2,100 SH   SOLE   2,100 0 0
ABBVIE INC COM 00287Y109   582,419 3,399 SH   SOLE   3,399 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   18,283,945 52,280 SH   SOLE   51,111 0 1,169
ADOBE INC COM 00724F101   17,534,106 42,020 SH   SOLE   41,024 0 996
AIR PRODS & CHEMS INC COM 009158106   325,621 1,061 SH   SOLE   1,061 0 0
ALLSTATE CORP COM 020002101   1,105,992 5,882 SH   SOLE   5,882 0 0
ALPHABET INC CAP STK CL A 02079K305   3,378,126 17,275 SH   SOLE   17,275 0 0
ALTRIA GROUP INC COM 02209S103   223,147 4,372 SH   SOLE   4,372 0 0
AMAZON COM INC COM 023135106   2,807,956 12,572 SH   SOLE   12,113 0 459
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   328,187 4,472 SH   SOLE   4,472 0 0
AMERICAN EXPRESS CO COM 025816109   279,839 896 SH   SOLE   896 0 0
AMGEN INC COM 031162100   1,903,288 7,077 SH   SOLE   7,077 0 0
APPLIED MATLS INC COM 038222105   845,878 4,742 SH   SOLE   4,742 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   13,132,008 18,081 SH   SOLE   17,661 0 420
AUTOMATIC DATA PROCESSING IN COM 053015103   1,519,657 5,180 SH   SOLE   5,180 0 0
AUTOZONE INC COM 053332102   455,259 142 SH   SOLE   142 0 0
BERKLEY W R CORP COM 084423102   15,297,843 255,219 SH   SOLE   249,082 0 6,137
BERKSHIRE HATHAWAY INC DEL CL A 084670108   4,131,000 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,473,661 5,395 SH   SOLE   5,320 0 75
BLACKROCK INC COM 09290D101   353,600 349 SH   SOLE   349 0 0
BROADCOM INC COM 11135F101   237,120 1,040 SH   SOLE   1,040 0 0
BROWN FORMAN CORP CL B 115637209   1,456,621 43,236 SH   SOLE   41,021 0 2,215
BROWN FORMAN CORP CL A 115637100   534,817 15,979 SH   SOLE   15,979 0 0
CACTUS INC CL A 127203107   17,083,352 270,435 SH   SOLE   264,481 0 5,954
CATERPILLAR INC COM 149123101   321,281 857 SH   SOLE   857 0 0
CENCORA INC COM 03073E105   318,240 1,339 SH   SOLE   1,339 0 0
CHEVRON CORP NEW COM 166764100   896,306 5,661 SH   SOLE   5,661 0 0
CHUBB LIMITED COM H1467J104   253,111 943 SH   SOLE   943 0 0
CHURCHILL DOWNS INC COM 171484108   15,958,677 125,768 SH   SOLE   123,235 0 2,533
CINCINNATI FINL CORP COM 172062101   418,777 2,965 SH   SOLE   2,965 0 0
COCA COLA CO COM 191216100   899,371 14,560 SH   SOLE   14,560 0 0
COLGATE PALMOLIVE CO COM 194162103   558,965 6,362 SH   SOLE   6,362 0 0
CONSTELLATION BRANDS INC CL A 21036P108   227,165 1,257 SH   SOLE   1,257 0 0
CONSTELLATION ENERGY CORP COM 21037T109   27,242,536 90,576 SH   SOLE   88,476 0 2,100
COSTCO WHSL CORP NEW COM 22160K105   30,711,292 33,255 SH   SOLE   32,532 0 723
DEERE & CO COM 244199105   284,347 663 SH   SOLE   663 0 0
DISCOVER FINL SVCS COM 254709108   363,828 1,940 SH   SOLE   1,940 0 0
DOVER CORP COM 260003108   398,647 2,090 SH   SOLE   2,090 0 0
ELEVANCE HEALTH INC COM 036752103   875,903 2,250 SH   SOLE   2,250 0 0
ELI LILLY & CO COM 532457108   810,960 1,086 SH   SOLE   1,086 0 0
EMCOR GROUP INC COM 29084Q100   15,240,932 30,359 SH   SOLE   29,655 0 704
EXXON MOBIL CORP COM 30231G102   2,240,952 20,096 SH   SOLE   20,096 0 0
F N B CORP COM 302520101   271,758 17,465 SH   SOLE   17,465 0 0
FAIR ISAAC CORP COM 303250104   9,633,443 4,744 SH   SOLE   4,629 0 115
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   270,382 1,459 SH   SOLE   1,459 0 0
FIRST SOLAR INC COM 336433107   1,298,399 6,950 SH   SOLE   6,950 0 0
FORTINET INC COM 34959E109   16,283,360 174,977 SH   SOLE   170,937 0 4,040
GENERAL DYNAMICS CORP COM 369550108   531,382 1,997 SH   SOLE   1,997 0 0
GENUINE PARTS CO COM 372460105   329,603 2,808 SH   SOLE   2,808 0 0
GRAINGER W W INC COM 384802104   15,016,907 13,735 SH   SOLE   13,408 0 327
HANCOCK WHITNEY CORPORATION COM 410120109   205,137 3,450 SH   SOLE   3,450 0 0
HOME DEPOT INC COM 437076102   272,892 672 SH   SOLE   672 0 0
HONEYWELL INTL INC COM 438516106   603,515 2,749 SH   SOLE   2,749 0 0
HUMANA INC COM 444859102   760,974 2,723 SH   SOLE   2,723 0 0
ICON PLC SHS G4705A100   9,247,230 46,359 SH   SOLE   45,277 0 1,082
ILLINOIS TOOL WKS INC COM 452308109   1,221,539 4,813 SH   SOLE   4,813 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   278,762 2,200 SH   SOLE   2,200 0 0
INTUIT COM 461202103   10,754,498 17,305 SH   SOLE   16,917 0 388
INVESCO QQQ TR UNIT SER 1 46090E103   487,765 944 SH   SOLE   944 0 0
ISHARES TR CORE S&P500 ETF 464287200   637,324 1,070 SH   SOLE   1,070 0 0
JOHNSON & JOHNSON COM 478160104   3,742,546 25,816 SH   SOLE   25,816 0 0
JPMORGAN CHASE & CO. COM 46625H100   21,704,379 86,009 SH   SOLE   84,840 0 1,169
KIMBERLY-CLARK CORP COM 494368103   269,828 2,149 SH   SOLE   2,149 0 0
KROGER CO COM 501044101   1,214,648 20,696 SH   SOLE   20,696 0 0
LOCKHEED MARTIN CORP COM 539830109   395,403 817 SH   SOLE   817 0 0
LOWES COS INC COM 548661107   255,180 994 SH   SOLE   994 0 0
LULULEMON ATHLETICA INC COM 550021109   11,909,613 31,619 SH   SOLE   30,856 0 763
MASTERCARD INCORPORATED CL A 57636Q104   606,971 1,162 SH   SOLE   1,162 0 0
MCCORMICK & CO INC COM NON VTG 579780206   211,751 2,950 SH   SOLE   2,950 0 0
MCDONALDS CORP COM 580135101   1,467,678 5,199 SH   SOLE   5,199 0 0
MEDPACE HLDGS INC COM 58506Q109   1,383,494 4,127 SH   SOLE   4,036 0 91
MEDTRONIC PLC SHS G5960L103   241,426 2,827 SH   SOLE   2,827 0 0
MERCADOLIBRE INC COM 58733R102   687,468 374 SH   SOLE   374 0 0
MERCK & CO INC COM 58933Y105   941,547 9,407 SH   SOLE   9,407 0 0
META PLATFORMS INC CL A 30303M102   804,824 1,304 SH   SOLE   988 0 316
MICROSOFT CORP COM 594918104   39,914,160 93,627 SH   SOLE   91,700 0 1,927
MONDELEZ INTL INC CL A 609207105   258,788 4,569 SH   SOLE   4,569 0 0
MORGAN STANLEY COM NEW 617446448   702,620 5,382 SH   SOLE   5,382 0 0
MUELLER INDS INC COM 624756102   18,040,015 222,058 SH   SOLE   216,931 0 5,127
NETFLIX INC COM 64110L106   475,874 561 SH   SOLE   554 0 7
NEXTERA ENERGY INC COM 65339F101   581,482 8,392 SH   SOLE   8,392 0 0
NICE LTD SPONSORED ADR 653656108   15,451,926 92,449 SH   SOLE   90,294 0 2,155
NVIDIA CORPORATION COM 67066G104   17,129,456 125,730 SH   SOLE   123,929 0 1,801
OLD NATL BANCORP IND COM 680033107   280,153 12,309 SH   SOLE   12,309 0 0
ONTO INNOVATION INC COM 683344105   249,697 1,220 SH   SOLE   1,220 0 0
ORACLE CORP COM 68389X105   225,433 1,424 SH   SOLE   1,424 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   535,798 445 SH   SOLE   445 0 0
PAYCOM SOFTWARE INC COM 70432V102   20,121,369 97,986 SH   SOLE   95,628 0 2,358
PAYPAL HLDGS INC COM 70450Y103   14,700,960 164,000 SH   SOLE   160,187 0 3,813
PEPSICO INC COM 713448108   358,475 2,476 SH   SOLE   2,476 0 0
PHILIP MORRIS INTL INC COM 718172109   308,126 2,600 SH   SOLE   2,600 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201   212,130 5,982 SH   SOLE   5,982 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   21,217,326 176,870 SH   SOLE   172,870 0 4,000
PNC FINL SVCS GROUP INC COM 693475105   2,026,231 10,109 SH   SOLE   5,836 0 4,273
PROCTER AND GAMBLE CO COM 742718109   1,280,640 8,022 SH   SOLE   8,022 0 0
REPUBLIC BANCORP INC KY CL A 760281204   270,566 3,978 SH   SOLE   3,094 0 884
S&P GLOBAL INC COM 78409V104   1,205,054 2,427 SH   SOLE   2,427 0 0
SALESFORCE INC COM 79466L302   1,431,731 4,458 SH   SOLE   4,382 0 76
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   438,030 15,544 SH   SOLE   15,544 0 0
SHELL PLC SPON ADS 780259305   217,130 3,272 SH   SOLE   3,272 0 0
SHOPIFY INC CL A 82509L107   461,262 4,425 SH   SOLE   4,175 0 250
SPDR GOLD TR GOLD SHS 78463V107   416,625 1,674 SH   SOLE   1,500 0 174
SPDR S&P 500 ETF TR TR UNIT 78462F103   886,380 1,495 SH   SOLE   822 0 673
STOCK YDS BANCORP INC COM 861025104   4,476,592 61,517 SH   SOLE   61,517 0 0
STRYKER CORPORATION COM 863667101   1,087,405 2,950 SH   SOLE   2,681 0 269
SYPRIS SOLUTIONS INC COM 871655106   53,250 25,000 SH   SOLE   25,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   717,916 3,472 SH   SOLE   3,472 0 0
TESLA INC COM 88160R101   391,393 914 SH   SOLE   914 0 0
TEXAS INSTRS INC COM 882508104   284,399 1,440 SH   SOLE   1,440 0 0
THE TRADE DESK INC COM CL A 88339J105   305,184 2,550 SH   SOLE   2,550 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   210,110 381 SH   SOLE   381 0 0
TRACTOR SUPPLY CO COM 892356106   207,090 3,900 SH   SOLE   3,900 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,495,405 6,472 SH   SOLE   6,472 0 0
US BANCORP DEL COM NEW 902973304   342,862 6,736 SH   SOLE   6,736 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   440,092 2,552 SH   SOLE   2,552 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   665,547 2,266 SH   SOLE   1,197 0 1,069
VANGUARD INDEX FDS LARGE CAP ETF 922908637   333,133 1,220 SH   SOLE   1,220 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   299,236 1,478 SH   SOLE   1,478 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   772,483 6,525 SH   SOLE   6,525 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   228,372 3,971 SH   SOLE   0 0 3,971
VERTEX PHARMACEUTICALS INC COM 92532F100   21,089,965 49,710 SH   SOLE   48,524 0 1,186
VISA INC COM CL A 92826C839   32,401,229 102,445 SH   SOLE   100,056 0 2,389
WALMART INC COM 931142103   328,733 3,599 SH   SOLE   3,599 0 0
WATERS CORP COM 941848103   278,390 700 SH   SOLE   500 0 200
WP CAREY INC COM 92936U109   274,009 5,049 SH   SOLE   5,049 0 0