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
ABBOTT LABS COM 002824100   245,498 2,250 SH   SOLE   0 0 2,250
ABBVIE INC COM 00287Y109   685,633 4,225 SH   SOLE   0 0 4,225
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   15,421,383 48,895 SH   SOLE   0 0 48,895
ADOBE INC COM 00724F101   13,746,714 28,996 SH   SOLE   0 0 28,996
AFLAC INC COM 001055102   411,515 5,126 SH   SOLE   0 0 5,126
AIR PRODS & CHEMS INC COM 009158106   452,410 1,954 SH   SOLE   0 0 1,954
ALLSTATE CORP COM 020002101   1,034,556 6,202 SH   SOLE   0 0 6,202
ALPHABET INC CAP STK CL A 02079K305   2,724,786 17,275 SH   SOLE   0 0 17,275
ALPHABET INC CAP STK CL C 02079K107   41,910,906 263,276 SH   SOLE   0 0 263,276
ALTRIA GROUP INC COM 02209S103   241,128 5,874 SH   SOLE   0 0 5,874
AMAZON COM INC COM 023135106   2,241,750 12,044 SH   SOLE   0 0 12,044
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   302,787 4,472 SH   SOLE   0 0 4,472
AMGEN INC COM 031162100   2,100,286 7,858 SH   SOLE   0 0 7,858
APPLE INC COM 037833100   20,413,880 115,627 SH   SOLE   0 0 115,627
APPLIED MATLS INC COM 038222105   1,717,131 8,261 SH   SOLE   0 0 8,261
ASTRAZENECA PLC SPONSORED ADR 046353108   9,886,010 143,421 SH   SOLE   0 0 143,421
AUTODESK INC COM 052769106   10,439,680 44,053 SH   SOLE   0 0 44,053
AUTOMATIC DATA PROCESSING IN COM 053015103   1,504,311 6,169 SH   SOLE   0 0 6,169
AUTOZONE INC COM 053332102   426,574 144 SH   SOLE   0 0 144
BECTON DICKINSON & CO COM 075887109   218,003 927 SH   SOLE   0 0 927
BERKLEY W R CORP COM 084423102   12,557,695 152,863 SH   SOLE   0 0 152,863
BERKSHIRE HATHAWAY INC DEL CL A 084670108   4,256,637 7 SH   SOLE   0 0 7
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,894,112 4,697 SH   SOLE   0 0 4,697
BLACKROCK INC COM 09247X101   266,427 349 SH   SOLE   0 0 349
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   6,980,546 35,108 SH   SOLE   0 0 35,108
BROWN FORMAN CORP CL A 115637100   1,011,842 19,926 SH   SOLE   0 0 19,926
BROWN FORMAN CORP CL B 115637209   3,172,714 64,186 SH   SOLE   0 0 64,186
CATERPILLAR INC COM 149123101   305,667 836 SH   SOLE   0 0 836
CBRE GROUP INC CL A 12504L109   6,376,099 71,329 SH   SOLE   0 0 71,329
CENCORA INC COM 03073E105   297,414 1,271 SH   SOLE   0 0 1,271
CHEVRON CORP NEW COM 166764100   847,332 5,330 SH   SOLE   0 0 5,330
CHUBB LIMITED COM H1467J104   210,168 855 SH   SOLE   0 0 855
CHURCHILL DOWNS INC COM 171484108   19,248,184 159,432 SH   SOLE   0 0 159,432
CINCINNATI FINL CORP COM 172062101   351,708 2,965 SH   SOLE   0 0 2,965
CISCO SYS INC COM 17275R102   547,438 11,290 SH   SOLE   0 0 11,290
COCA COLA CO COM 191216100   846,692 14,528 SH   SOLE   0 0 14,528
COLGATE PALMOLIVE CO COM 194162103   546,178 6,362 SH   SOLE   0 0 6,362
COMCAST CORP NEW CL A 20030N101   5,070,202 128,783 SH   SOLE   0 0 128,783
CONSTELLATION BRANDS INC CL A 21036P108   329,636 1,257 SH   SOLE   0 0 1,257
CONSTELLATION ENERGY CORP COM 21037T109   18,381,112 95,900 SH   SOLE   0 0 95,900
COSTCO WHSL CORP NEW COM 22160K105   22,472,423 30,729 SH   SOLE   0 0 30,729
COTERRA ENERGY INC COM 127097103   270,651 9,792 SH   SOLE   0 0 9,792
CSX CORP COM 126408103   342,056 9,679 SH   SOLE   0 0 9,679
CUMMINS INC COM 231021106   19,840,170 66,437 SH   SOLE   0 0 66,437
D R HORTON INC COM 23331A109   289,918 1,911 SH   SOLE   0 0 1,911
DEERE & CO COM 244199105   263,390 663 SH   SOLE   0 0 663
DISCOVER FINL SVCS COM 254709108   234,565 1,940 SH   SOLE   0 0 1,940
DISNEY WALT CO COM 254687106   11,258,510 98,750 SH   SOLE   0 0 98,750
DOVER CORP COM 260003108   359,605 2,090 SH   SOLE   0 0 2,090
DUKE ENERGY CORP NEW COM NEW 26441C204   234,308 2,469 SH   SOLE   0 0 2,469
ELEVANCE HEALTH INC COM 036752103   13,047,696 26,227 SH   SOLE   0 0 26,227
ELI LILLY & CO COM 532457108   1,526,581 2,031 SH   SOLE   0 0 2,031
EMERSON ELEC CO COM 291011104   322,968 2,867 SH   SOLE   0 0 2,867
EOG RES INC COM 26875P101   21,850,011 161,505 SH   SOLE   0 0 161,505
EPAM SYS INC COM 29414B104   12,143,978 46,859 SH   SOLE   0 0 46,859
EXXON MOBIL CORP COM 30231G102   2,434,942 20,229 SH   SOLE   0 0 20,229
F N B CORP COM 302520101   265,742 20,363 SH   SOLE   0 0 20,363
FAIR ISAAC CORP COM 303250104   6,472,250 5,505 SH   SOLE   0 0 5,505
FASTENAL CO COM 311900104   485,189 6,887 SH   SOLE   0 0 6,887
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   223,358 1,459 SH   SOLE   0 0 1,459
FIRST SOLAR INC COM 336433107   2,198,884 12,050 SH   SOLE   0 0 12,050
FORTINET INC COM 34959E109   10,881,719 163,758 SH   SOLE   0 0 163,758
GARMIN LTD SHS H2906T109   14,637,823 102,284 SH   SOLE   0 0 102,284
GENERAL DYNAMICS CORP COM 369550108   927,517 3,222 SH   SOLE   0 0 3,222
GENERAL ELECTRIC CO COM NEW 369604301   235,351 1,522 SH   SOLE   0 0 1,522
GENUINE PARTS CO COM 372460105   601,582 4,138 SH   SOLE   0 0 4,138
GRAINGER W W INC COM 384802104   12,554,821 13,011 SH   SOLE   0 0 13,011
HOME DEPOT INC COM 437076102   322,298 940 SH   SOLE   0 0 940
HONEYWELL INTL INC COM 438516106   769,340 3,922 SH   SOLE   0 0 3,922
HOULIHAN LOKEY INC CL A 441593100   21,707,680 173,606 SH   SOLE   0 0 173,606
HUBBELL INC COM 443510607   497,756 1,239 SH   SOLE   0 0 1,239
HUMANA INC COM 444859102   1,102,099 3,526 SH   SOLE   0 0 3,526
ICON PLC SHS G4705A100   14,856,300 48,550 SH   SOLE   0 0 48,550
ILLINOIS TOOL WKS INC COM 452308109   1,220,144 4,813 SH   SOLE   0 0 4,813
INGERSOLL RAND INC COM 45687V106   258,387 2,811 SH   SOLE   0 0 2,811
INTUIT COM 461202103   13,055,773 21,020 SH   SOLE   0 0 21,020
INVESCO QQQ TR UNIT SER 1 46090E103   262,962 600 SH   SOLE   0 0 600
ISHARES TR CORE S&P500 ETF 464287200   269,488 525 SH   SOLE   0 0 525
JOHNSON & JOHNSON COM 478160104   14,277,357 96,783 SH   SOLE   0 0 96,783
JPMORGAN CHASE & CO COM 46625H100   14,332,729 78,411 SH   SOLE   0 0 78,411
KEYSIGHT TECHNOLOGIES INC COM 49338L103   10,546,335 67,997 SH   SOLE   0 0 67,997
KIMBERLY-CLARK CORP COM 494368103   278,629 2,249 SH   SOLE   0 0 2,249
KROGER CO COM 501044101   1,252,819 22,696 SH   SOLE   0 0 22,696
LOCKHEED MARTIN CORP COM 539830109   679,203 1,508 SH   SOLE   0 0 1,508
LULULEMON ATHLETICA INC COM 550021109   8,885,260 26,434 SH   SOLE   0 0 26,434
MASTERCARD INCORPORATED CL A 57636Q104   447,696 962 SH   SOLE   0 0 962
MCCORMICK & CO INC COM NON VTG 579780206   244,343 3,405 SH   SOLE   0 0 3,405
MCDONALDS CORP COM 580135101   1,252,990 4,686 SH   SOLE   0 0 4,686
MEDTRONIC PLC SHS G5960L103   226,528 2,827 SH   SOLE   0 0 2,827
MERCADOLIBRE INC COM 58733R102   515,558 357 SH   SOLE   0 0 357
MERCK & CO INC COM 58933Y105   1,520,825 12,095 SH   SOLE   0 0 12,095
META PLATFORMS INC CL A 30303M102   495,678 968 SH   SOLE   0 0 968
MICROSOFT CORP COM 594918104   38,006,329 90,084 SH   SOLE   0 0 90,084
MONDELEZ INTL INC CL A 609207105   465,229 6,976 SH   SOLE   0 0 6,976
MORGAN STANLEY COM NEW 617446448   498,351 5,782 SH   SOLE   0 0 5,782
MORNINGSTAR INC COM 617700109   10,068,033 32,918 SH   SOLE   0 0 32,918
MUELLER INDS INC COM 624756102   10,243,001 198,047 SH   SOLE   0 0 198,047
NETFLIX INC COM 64110L106   351,276 564 SH   SOLE   0 0 564
NEXTERA ENERGY INC COM 65339F101   714,066 11,320 SH   SOLE   0 0 11,320
NICE LTD SPONSORED ADR 653656108   12,850,300 55,394 SH   SOLE   0 0 55,394
NVIDIA CORPORATION COM 67066G104   6,068,961 6,882 SH   SOLE   0 0 6,882
OCCIDENTAL PETE CORP COM 674599105   244,433 3,542 SH   SOLE   0 0 3,542
ONTO INNOVATION INC COM 683344105   224,626 1,220 SH   SOLE   0 0 1,220
ORACLE CORP COM 68389X105   391,549 3,233 SH   SOLE   0 0 3,233
OREILLY AUTOMOTIVE INC COM 67103H107   479,038 445 SH   SOLE   0 0 445
PAYCHEX INC COM 704326107   462,234 3,758 SH   SOLE   0 0 3,758
PAYCOM SOFTWARE INC COM 70432V102   7,228,442 36,507 SH   SOLE   0 0 36,507
PAYPAL HLDGS INC COM 70450Y103   9,984,128 154,577 SH   SOLE   0 0 154,577
PEPSICO INC COM 713448108   477,572 2,841 SH   SOLE   0 0 2,841
PHILIP MORRIS INTL INC COM 718172109   302,534 3,405 SH   SOLE   0 0 3,405
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201   237,242 7,204 SH   SOLE   0 0 7,204
PINNACLE FINL PARTNERS INC COM 72346Q104   11,423,837 142,887 SH   SOLE   0 0 142,887
PNC FINL SVCS GROUP INC COM 693475105   1,530,898 10,163 SH   SOLE   0 0 10,163
PRICE T ROWE GROUP INC COM 74144T108   6,534,432 56,727 SH   SOLE   0 0 56,727
PROCTER AND GAMBLE CO COM 742718109   1,417,405 9,125 SH   SOLE   0 0 9,125
QUALCOMM INC COM 747525103   376,838 2,200 SH   SOLE   0 0 2,200
REPUBLIC BANCORP INC KY CL A 760281204   259,973 5,410 SH   SOLE   0 0 5,410
ROCKWELL AUTOMATION INC COM 773903109   249,218 875 SH   SOLE   0 0 875
ROYAL GOLD INC COM 780287108   11,998,237 99,927 SH   SOLE   0 0 99,927
S&P GLOBAL INC COM 78409V104   15,816,146 37,855 SH   SOLE   0 0 37,855
SHELL PLC SPON ADS 780259305   237,024 3,272 SH   SOLE   0 0 3,272
SHOPIFY INC CL A 82509L107   428,750 6,125 SH   SOLE   0 0 6,125
SOUTHERN CO COM 842587107   214,438 3,120 SH   SOLE   0 0 3,120
SPDR GOLD TR GOLD SHS 78463V107   381,510 1,759 SH   SOLE   0 0 1,759
SPDR S&P 500 ETF TR TR UNIT 78462F103   646,523 1,266 SH   SOLE   0 0 1,266
STELLANTIS N.V SHS N82405106   10,710,211 412,884 SH   SOLE   0 0 412,884
STOCK YDS BANCORP INC COM 861025104   2,752,753 62,648 SH   SOLE   0 0 62,648
STRYKER CORPORATION COM 863667101   1,008,413 2,948 SH   SOLE   0 0 2,948
SYPRIS SOLUTIONS INC COM 871655106   42,250 25,000 SH   SOLE   0 0 25,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   385,692 2,706 SH   SOLE   0 0 2,706
TEXAS INSTRS INC COM 882508104   234,488 1,410 SH   SOLE   0 0 1,410
THE TRADE DESK INC COM CL A 88339J105   220,244 2,550 SH   SOLE   0 0 2,550
TJX COS INC NEW COM 872540109   17,577,018 186,158 SH   SOLE   0 0 186,158
TKO GROUP HOLDINGS INC CL A 87256C101   10,906,756 111,293 SH   SOLE   0 0 111,293
TRANE TECHNOLOGIES PLC SHS G8994E103   1,920,145 6,466 SH   SOLE   0 0 6,466
ULTA BEAUTY INC COM 90384S303   278,662 630 SH   SOLE   0 0 630
UNITED PARCEL SERVICE INC CL B 911312106   237,363 1,638 SH   SOLE   0 0 1,638
UNITEDHEALTH GROUP INC COM 91324P102   14,469,741 32,946 SH   SOLE   0 0 32,946
US BANCORP DEL COM NEW 902973304   280,083 6,736 SH   SOLE   0 0 6,736
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   250,850 5,080 SH   SOLE   0 0 5,080
VANGUARD INDEX FDS TOTAL STK MKT 922908769   573,298 2,266 SH   SOLE   0 0 2,266
VANGUARD INDEX FDS VALUE ETF 922908744   209,571 1,341 SH   SOLE   0 0 1,341
VANGUARD INDEX FDS LARGE CAP ETF 922908637   286,078 1,220 SH   SOLE   0 0 1,220
VANGUARD INDEX FDS SM CP VAL ETF 922908611   268,656 1,478 SH   SOLE   0 0 1,478
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   702,204 6,525 SH   SOLE   0 0 6,525
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   226,665 3,971 SH   SOLE   0 0 3,971
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   498,543 6,505 SH   SOLE   0 0 6,505
VERTEX PHARMACEUTICALS INC COM 92532F100   18,325,765 46,213 SH   SOLE   0 0 46,213
VISA INC COM CL A 92826C839   25,514,234 92,456 SH   SOLE   0 0 92,456
WALMART INC COM 931142103   216,444 3,599 SH   SOLE   0 0 3,599
WATERS CORP COM 941848103   225,862 700 SH   SOLE   0 0 700
WP CAREY INC COM 92936U109   277,544 5,049 SH   SOLE   0 0 5,049