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 Laboratories COM 002824100   22,721,509 199,294 SH   SOLE   199,294 0 0
AbbVie Inc COM 00287Y109   17,922,692 90,757 SH   SOLE   90,757 0 0
Accenture PLC COM G1151C101   110,735,879 313,273 SH   SOLE   307,627 0 5,647
adidas AG - Spons ADR COM 00687A107   3,327,467 25,077 SH   SOLE   24,761 0 316
Adobe Inc COM 00724F101   10,106,097 19,518 SH   SOLE   19,518 0 0
AES Corp/VA COM 00130H105   14,603,680 728,000 SH   SOLE   728,000 0 0
Aflac Inc COM 001055102   488,342 4,368 SH   SOLE   4,368 0 0
Agilent Technologies Inc COM 00846U101   103,857,875 699,474 SH   SOLE   685,147 0 14,326
Agnico Eagle Mines Ltd COM 008474108   925,312 11,486 SH   SOLE   11,486 0 0
AIA Group Ltd - Spons ADR COM 001317205   3,651,807 103,774 SH   SOLE   102,436 0 1,338
Air Liquide SA - Unspons ADR COM 009126202   1,702,301 44,044 SH   SOLE   43,484 0 560
Air Products & Chemicals Inc COM 009158106   13,375,076 44,922 SH   SOLE   44,922 0 0
Airbus SE - Unspons ADR COM 009279100   3,147,900 86,173 SH   SOLE   85,016 0 1,157
Alcon Inc COM H01301128   93,876,379 938,107 SH   SOLE   914,263 0 23,845
Alibaba Group Holding Ltd - Sp COM 01609W102   5,207,733 49,074 SH   SOLE   48,574 0 500
Alliant Energy Corp COM 018802108   390,320 6,431 SH   SOLE   6,431 0 0
Allstate Corp COM 020002101   1,132,021 5,969 SH   SOLE   5,969 0 0
Alphabet Inc COM 02079K107   228,365,743 1,365,906 SH   SOLE   1,339,549 0 26,356
Alphabet Inc COM 02079K305   2,681,463 16,168 SH   SOLE   16,168 0 0
Amazon.com Inc COM 023135106   139,209,788 747,114 SH   SOLE   732,675 0 14,439
American Tower Corp COM 03027X100   27,680,454 119,025 SH   SOLE   119,025 0 0
Amgen Inc COM 031162100   2,445,896 7,591 SH   SOLE   7,591 0 0
AMN Healthcare Services Inc COM 001744101   1,582,292 37,327 SH   SOLE   37,327 0 0
Amphenol Corp COM 032095101   135,261,949 2,075,843 SH   SOLE   1,977,469 0 98,374
Analog Devices Inc COM 032654105   122,221,242 531,004 SH   SOLE   520,088 0 10,917
APA Corp COM 03743Q108   9,781,554 399,900 SH   SOLE   399,900 0 0
Apple Inc COM 037833100   45,971,486 197,303 SH   SOLE   196,190 0 1,113
Applied Materials Inc COM 038222105   231,751 1,147 SH   SOLE   1,147 0 0
Arch Capital Group Ltd COM G0450A105   471,408,146 4,213,516 SH   SOLE   4,041,627 0 171,888
Archer-Daniels-Midland Co COM 039483102   10,597,876 177,400 SH   SOLE   177,400 0 0
Arista Networks Inc COM 040413106   106,498,081 277,469 SH   SOLE   264,411 0 13,058
Armstrong World Industries Inc COM 04247X102   64,974,649 494,367 SH   SOLE   471,141 0 23,226
Asbury Automotive Group Inc COM 043436104   73,146,919 306,580 SH   SOLE   291,556 0 15,024
ASML Holding NV - Spons NY Reg COM N07059210   3,982,935 4,780 SH   SOLE   4,736 0 44
AstraZeneca PLC - Spons ADR COM 046353108   4,246,874 54,510 SH   SOLE   53,921 0 589
Automatic Data Processing Inc COM 053015103   36,579,832 132,186 SH   SOLE   132,186 0 0
Axis Capital Holdings Ltd COM G0692U109   4,970,450 62,435 SH   SOLE   62,435 0 0
Baldwin Insurance Group Inc/Th COM 05589G102   3,692,720 74,151 SH   SOLE   74,151 0 0
Bank of America Corp COM 060505104   13,235,264 333,550 SH   SOLE   333,550 0 0
Barrick Gold Corp COM 067901108   12,520,755 629,500 SH   SOLE   629,500 0 0
Berkshire Hathaway Inc COM 084670702   113,947,528 247,572 SH   SOLE   241,758 0 5,814
Blackrock Inc COM 09290D101   37,052,729 39,023 SH   SOLE   38,901 0 122
Blackstone Group Inc/The COM 09260D107   265,068 1,731 SH   SOLE   1,731 0 0
Boston Scientific Corp COM 101137107   247,210 2,950 SH   SOLE   2,950 0 0
Box Inc COM 10316T104   7,058,715 215,665 SH   SOLE   215,665 0 0
Bristol-Myers Squibb Co COM 110122108   210,478 4,068 SH   SOLE   4,068 0 0
Broadcom Inc COM 11135F101   428,663 2,485 SH   SOLE   2,485 0 0
Brookfield Asset Management Lt COM 113004105   74,715,838 1,579,950 SH   SOLE   1,503,504 0 76,446
Brookfield Corp COM 11271J107   64,743,043 1,218,119 SH   SOLE   1,187,313 0 30,806
Brown-Forman Corp COM 115637209   77,413,530 1,573,446 SH   SOLE   1,498,200 0 75,246
Brown & Brown Inc COM 115236101   179,719,695 1,734,746 SH   SOLE   1,648,831 0 85,915
Cameco Corp COM 13321L108   3,652,733 76,481 SH   SOLE   75,742 0 739
Canadian Pacific Kansas City L COM 13646K108   2,825,899 33,036 SH   SOLE   32,733 0 303
Carlisle Cos Inc COM 142339100   167,212,473 371,790 SH   SOLE   354,841 0 16,949
CarMax Inc COM 143130102   55,748,915 720,456 SH   SOLE   686,272 0 34,184
Caterpillar Inc COM 149123101   9,686,478 24,766 SH   SOLE   24,766 0 0
CDW Corp/DE COM 12514G108   113,727,593 502,552 SH   SOLE   478,994 0 23,558
CF Industries Holdings Inc COM 125269100   1,115,400 13,000 SH   SOLE   13,000 0 0
Charles Schwab Corp/The COM 808513105   63,682,914 982,609 SH   SOLE   964,307 0 18,303
Chevron Corp COM 166764100   20,880,677 141,785 SH   SOLE   141,785 0 0
Chord Energy Corp COM 674215207   2,983,048 22,906 SH   SOLE   22,906 0 0
Ciena Corp COM 171779309   12,577,540 204,214 SH   SOLE   204,214 0 0
Cigna Corp COM 125523100   217,911 629 SH   SOLE   629 0 0
Cisco Systems Inc COM 17275R102   3,130,241 58,817 SH   SOLE   58,817 0 0
CME Group Inc COM 12572Q105   31,562,659 143,044 SH   SOLE   143,044 0 0
Coca-Cola Co COM 191216100   841,768 11,714 SH   SOLE   11,714 0 0
Cogent Communications Holdings COM 19239V302   8,204,978 108,074 SH   SOLE   108,074 0 0
Colgate-Palmolive Co COM 194162103   11,332,938 109,170 SH   SOLE   109,170 0 0
Comcast Corp COM 20030N101   22,888,247 547,959 SH   SOLE   547,959 0 0
CommVault Systems Inc COM 204166102   4,648,424 30,214 SH   SOLE   30,214 0 0
Confluent Inc COM 20717M103   3,729,275 182,987 SH   SOLE   182,987 0 0
ConocoPhillips COM 20825C104   26,941,363 255,902 SH   SOLE   255,902 0 0
Constellation Brands Inc COM 21036P108   11,183,746 43,400 SH   SOLE   43,400 0 0
Copart Inc COM 217204106   217,960,203 4,159,546 SH   SOLE   3,991,055 0 168,491
Core & Main Inc COM 21874C102   7,107,463 160,078 SH   SOLE   160,078 0 0
Corning Inc COM 219350105   1,957,162 43,348 SH   SOLE   43,348 0 0
Costco Wholesale Corp COM 22160K105   31,433,912 35,458 SH   SOLE   35,066 0 392
Crane Co COM 224408104   6,309,199 39,861 SH   SOLE   39,861 0 0
Crane NXT Co COM 224441105   3,259,298 58,098 SH   SOLE   58,098 0 0
CSX Corp COM 126408103   237,843 6,888 SH   SOLE   6,888 0 0
CTS Corp COM 126501105   4,002,526 82,731 SH   SOLE   82,731 0 0
Cullen/Frost Bankers Inc COM 229899109   35,220,678 314,864 SH   SOLE   299,746 0 15,118
Cummins Inc COM 231021106   10,561,706 32,619 SH   SOLE   32,619 0 0
CVS Health Corp COM 126650100   8,730,888 138,850 SH   SOLE   138,850 0 0
CyberArk Software Ltd COM M2682V108   3,082,318 10,570 SH   SOLE   10,473 0 97
Daiichi Sankyo Co Ltd - Spons COM 23381D102   2,509,109 76,223 SH   SOLE   75,240 0 983
Danaher Corp Com Usd0.01 COM 235851102   79,206,787 284,896 SH   SOLE   279,840 0 5,056
Deere & Co COM 244199105   49,352,824 118,259 SH   SOLE   115,261 0 2,998
Deutsche Telekom AG - Spons AD COM 251566105   4,693,967 159,496 SH   SOLE   157,461 0 2,035
Diageo PLC - Spons ADR COM 25243Q205   1,526,478 10,877 SH   SOLE   10,741 0 136
Discover Financial Services COM 254709108   398,985 2,844 SH   SOLE   2,844 0 0
Dollar Tree Inc COM 256746108   127,488,049 1,812,970 SH   SOLE   1,738,689 0 74,281
Dominion Energy Inc COM 25746U109   7,193,121 124,470 SH   SOLE   124,470 0 0
Duluth Holdings Inc COM 26443V101   2,868,042 762,777 SH   SOLE   762,777 0 0
Ecolab Inc COM 278865100   13,033,831 51,047 SH   SOLE   50,509 0 538
Edgewell Personal Care Co COM 28035Q102   4,181,135 115,056 SH   SOLE   115,056 0 0
Elevance Health Inc COM 036752103   39,093,287 75,179 SH   SOLE   73,274 0 1,906
Eli Lilly & Co COM 532457108   44,320,034 50,026 SH   SOLE   49,505 0 521
Emerson Electric Co COM 291011104   7,649,775 69,944 SH   SOLE   69,944 0 0
Encompass Health Corp COM 29261A100   9,451,199 97,798 SH   SOLE   97,798 0 0
Entegris Inc COM 29362U104   5,241,310 46,577 SH   SOLE   46,577 0 0
EOG Resources Inc COM 26875P101   18,655,365 151,756 SH   SOLE   151,756 0 0
Equifax Inc COM 294429105   13,134,660 44,697 SH   SOLE   44,196 0 501
Expeditors International of Wa COM 302130109   61,219,662 465,903 SH   SOLE   444,218 0 21,685
Exxon Mobil Corp COM 30231G102   19,766,457 168,627 SH   SOLE   168,627 0 0
Fastenal Co COM 311900104   31,342,953 438,854 SH   SOLE   438,854 0 0
Ferguson Enterprises Inc COM 31488V107   61,029,329 307,344 SH   SOLE   299,267 0 8,078
Ferrari NV COM N3167Y103   1,958,008 4,165 SH   SOLE   4,127 0 38
Fiserv Inc COM 337738108   118,873,020 661,692 SH   SOLE   646,596 0 15,096
Floor & Decor Holdings Inc COM 339750101   112,849,964 908,834 SH   SOLE   865,545 0 43,289
Fomento Economico Mexicano SAB COM 344419106   2,352,753 23,835 SH   SOLE   23,597 0 238
FormFactor Inc COM 346375108   3,833,272 83,332 SH   SOLE   83,332 0 0
Freeport-McMoRan Inc COM 35671D857   4,713,097 94,413 SH   SOLE   94,413 0 0
Garmin Ltd COM H2906T109   771,716 4,384 SH   SOLE   4,384 0 0
Gartner Inc COM 366651107   235,931,847 465,569 SH   SOLE   443,434 0 22,135
General Dynamics Corp COM 369550108   798,412 2,642 SH   SOLE   2,642 0 0
Genmab A/S - Spons ADR COM 372303206   1,650,258 67,689 SH   SOLE   66,820 0 869
Gilead Sciences Inc COM 375558103   335,360 4,000 SH   SOLE   4,000 0 0
Glacier Bancorp Inc COM 37637Q105   39,800,241 870,902 SH   SOLE   829,507 0 41,395
Globus Medical Inc COM 379577208   2,749,926 38,439 SH   SOLE   38,439 0 0
Gogo Inc COM 38046C109   1,224,477 170,540 SH   SOLE   170,540 0 0
Graco Inc COM 384109104   36,030,444 411,729 SH   SOLE   391,869 0 19,860
Hain Celestial Group Inc/The COM 405217100   3,623,444 419,866 SH   SOLE   419,866 0 0
Hayward Holdings Inc COM 421298100   4,528,291 295,195 SH   SOLE   295,195 0 0
HDFC Bank Ltd - Spons ADR COM 40415F101   5,421,387 86,659 SH   SOLE   85,803 0 856
HealthEquity Inc COM 42226A107   5,439,669 66,459 SH   SOLE   66,459 0 0
Hershey Co/The COM 427866108   19,516,492 101,765 SH   SOLE   101,765 0 0
Hewlett Packard Enterprise Co COM 42824C109   1,518,684 74,227 SH   SOLE   74,227 0 0
Hillman Solutions Corp COM 431636109   1,683,581 159,430 SH   SOLE   159,430 0 0
Home Depot Inc COM 437076102   44,830,518 110,638 SH   SOLE   110,288 0 350
Honeywell International Inc COM 438516106   31,519,761 152,483 SH   SOLE   152,483 0 0
Howmet Aerospace Inc COM 443201108   250,625 2,500 SH   SOLE   2,500 0 0
Humana Inc COM 444859102   2,891,836 9,130 SH   SOLE   9,130 0 0
Huntsman Corp COM 447011107   1,795,882 74,210 SH   SOLE   74,210 0 0
Illinois Tool Works Inc COM 452308109   4,787,495 18,268 SH   SOLE   18,268 0 0
Infosys Ltd - Spons ADR COM 456788108   3,536,498 158,801 SH   SOLE   157,239 0 1,562
Intuit Inc COM 461202103   5,410,773 8,713 SH   SOLE   8,713 0 0
Iron Mountain Inc COM 46284V101   2,895,768 24,369 SH   SOLE   24,369 0 0
Itau Unibanco Holding SA - Spo COM 465562106   2,885,482 433,907 SH   SOLE   429,570 0 4,337
Jacobs Solutions Inc COM 46982L108   337,483 2,578 SH   SOLE   2,578 0 0
JFrog Ltd COM M6191J100   2,620,773 90,247 SH   SOLE   90,247 0 0
Johnson & Johnson COM 478160104   26,907,632 166,035 SH   SOLE   166,035 0 0
Johnson Controls International COM G51502105   209,547 2,700 SH   SOLE   2,700 0 0
JPMorgan Chase & Co COM 46625H100   34,145,192 161,933 SH   SOLE   161,065 0 868
Kerry Group PLC - Spons ADR COM 492460100   3,332,095 32,244 SH   SOLE   31,834 0 410
Keysight Technologies Inc COM 49338L103   86,684,594 545,426 SH   SOLE   531,883 0 13,543
KION Group AG - Unspons ADR COM 497216101   2,798,343 286,422 SH   SOLE   282,782 0 3,640
Labcorp Holdings Inc Com Usd0. COM 504922105   110,474,894 494,339 SH   SOLE   472,249 0 22,090
Las Vegas Sands Corp COM 517834107   20,518,584 407,600 SH   SOLE   407,600 0 0
Lasertec Corp - Unspons ADR COM 51809L109   1,692,602 51,136 SH   SOLE   50,467 0 669
Legalzoom.com Inc COM 52466B103   1,223,239 192,636 SH   SOLE   192,636 0 0
Leonardo DRS Inc COM 52661A108   4,282,131 151,741 SH   SOLE   151,741 0 0
Liberty Broadband Corp COM 530307305   119,907,404 1,551,396 SH   SOLE   1,486,487 0 64,909
Liberty Media Corp-Liberty For COM 531229771   32,536,350 454,863 SH   SOLE   454,863 0 0
Liberty Media Corp-Liberty For COM 531229755   56,781,941 733,333 SH   SOLE   677,860 0 55,472
Linde PLC COM G54950103   18,527,918 38,854 SH   SOLE   38,510 0 344
Lithia Motors Inc COM 536797103   73,136,769 230,251 SH   SOLE   218,908 0 11,342
Lonza Group AG - Unspons ADR COM 54338V101   3,085,665 48,847 SH   SOLE   48,224 0 623
Lowe's Cos Inc COM 548661107   116,852,392 431,428 SH   SOLE   422,463 0 8,966
Lumen Technologies Inc COM 550241103   880,400 124,000 SH   SOLE   124,000 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306   2,018,743 13,142 SH   SOLE   12,974 0 168
Manulife Financial Corp COM 56501R106   2,398,987 81,184 SH   SOLE   80,431 0 753
Markel Corp COM 570535104   447,732 285 SH   SOLE   285 0 0
Marsh & McLennan Cos Inc COM 571748102   60,503,974 271,209 SH   SOLE   264,210 0 6,999
Mastercard Inc COM 57636Q104   955,009 1,934 SH   SOLE   1,934 0 0
Matador Resources Co COM 576485205   9,686,320 196,000 SH   SOLE   196,000 0 0
McCormick & Co Inc/MD COM 579780206   1,543,043 18,749 SH   SOLE   18,749 0 0
McDonald's Corp COM 580135101   13,515,067 44,383 SH   SOLE   44,341 0 42
Medtronic PLC COM G5960L103   34,848,902 387,081 SH   SOLE   387,081 0 0
Merck & Co Inc COM 58933Y105   3,359,332 29,582 SH   SOLE   29,582 0 0
Meta Platforms Inc COM 30303M102   1,960,892 3,425 SH   SOLE   3,425 0 0
MGE Energy Inc COM 55277P104   286,965 3,138 SH   SOLE   3,138 0 0
Microchip Technology Inc COM 595017104   60,725,353 756,325 SH   SOLE   724,638 0 31,687
Microsoft Corp COM 594918104   61,724,870 143,446 SH   SOLE   142,201 0 1,245
Mitsubishi UFJ Financial Group COM 606822104   1,750,736 171,978 SH   SOLE   169,770 0 2,208
MKS Instruments Inc COM 55306N104   87,114,559 801,348 SH   SOLE   762,955 0 38,393
Moelis & Co COM 60786M105   106,829,062 1,559,321 SH   SOLE   1,504,718 0 54,603
Morgan Stanley COM 617446448   23,056,950 221,191 SH   SOLE   221,191 0 0
Mueller Water Products Inc COM 624758108   2,215,353 102,090 SH   SOLE   102,090 0 0
Murata Manufacturing Co Ltd - COM 626425102   2,039,273 207,454 SH   SOLE   204,755 0 2,699
Nestle SA - Spons ADR COM 641069406   3,057,046 30,367 SH   SOLE   30,199 0 168
Newmont Corp COM 651639106   13,970,494 261,375 SH   SOLE   261,375 0 0
NextEra Energy Inc COM 65339F101   61,847,051 731,658 SH   SOLE   728,225 0 3,433
Nidec Corp - Spons ADR COM 654090109   1,551,071 147,721 SH   SOLE   145,792 0 1,929
NIKE Inc COM 654106103   39,886,603 451,206 SH   SOLE   440,407 0 10,799
Nordstrom Inc COM 655664100   7,286,760 324,000 SH   SOLE   324,000 0 0
Norsk Hydro ASA - Spons ADR COM 656531605   2,060,165 320,898 SH   SOLE   317,289 0 3,609
Northern Trust Corp COM 665859104   6,985,248 77,588 SH   SOLE   77,588 0 0
Nucor Corp COM 670346105   330,748 2,200 SH   SOLE   2,200 0 0
NVIDIA Corp COM 67066G104   2,883,107 23,741 SH   SOLE   23,741 0 0
NXP Semiconductors NV COM N6596X109   2,153,370 8,972 SH   SOLE   8,890 0 82
Olin Corp COM 680665205   4,232,844 88,221 SH   SOLE   88,221 0 0
Ollie's Bargain Outlet Holding COM 681116109   3,128,479 32,186 SH   SOLE   32,186 0 0
OneSpaWorld Holdings Ltd COM P73684113   9,037,657 547,405 SH   SOLE   547,405 0 0
Option Care Health Inc COM 68404L201   3,505,444 111,995 SH   SOLE   111,995 0 0
Oracle Corp COM 68389X105   28,576,932 167,705 SH   SOLE   166,201 0 1,504
PACCAR Inc COM 693718108   229,456,240 2,325,256 SH   SOLE   2,235,074 0 90,182
Pan Pacific International Hold COM 69807K105   3,290,903 125,607 SH   SOLE   124,001 0 1,606
Parker-Hannifin Corp COM 701094104   103,173,983 163,296 SH   SOLE   159,557 0 3,740
Paychex Inc COM 704326107   9,457,040 70,475 SH   SOLE   70,475 0 0
PayPal Holdings Inc COM 70450Y103   11,883,969 152,300 SH   SOLE   152,300 0 0
PepsiCo Inc COM 713448108   32,939,535 193,705 SH   SOLE   193,705 0 0
Pfizer Inc COM 717081103   5,880,840 203,208 SH   SOLE   203,208 0 0
Ping An Insurance Group Co of COM 72341E304   2,937,486 235,187 SH   SOLE   231,836 0 3,351
Power Integrations Inc COM 739276103   4,653,445 72,574 SH   SOLE   72,574 0 0
Primo Water Corp COM 74167P108   4,323,659 171,234 SH   SOLE   171,234 0 0
Procter & Gamble Co COM 742718109   10,991,445 63,461 SH   SOLE   63,461 0 0
Progressive Corp COM 743315103   110,504,428 435,468 SH   SOLE   425,983 0 9,486
Prudential PLC - Spons ADR COM 74435K204   2,341,398 126,289 SH   SOLE   124,693 0 1,596
PulteGroup Inc COM 745867101   307,154 2,140 SH   SOLE   2,140 0 0
QUALCOMM Inc COM 747525103   15,490,365 91,093 SH   SOLE   90,199 0 894
Quest Diagnostics Inc COM 74834L100   1,191,544 7,675 SH   SOLE   7,675 0 0
Regeneron Pharmaceuticals Inc COM 75886F107   6,895,083 6,559 SH   SOLE   6,559 0 0
Revolve Group Inc COM 76156B107   3,378,877 136,355 SH   SOLE   136,355 0 0
RLI Corp COM 749607107   216,042 1,394 SH   SOLE   1,394 0 0
Ross Stores Inc COM 778296103   203,066,117 1,349,187 SH   SOLE   1,285,144 0 64,043
S&P Global Inc COM 78409V104   2,033,933 3,937 SH   SOLE   3,060 0 877
Saia Inc COM 78709Y105   2,472,705 5,655 SH   SOLE   5,655 0 0
SAP SE - Spons ADR COM 803054204   3,193,196 13,938 SH   SOLE   13,808 0 130
Scotts Miracle-Gro Co/The COM 810186106   7,029,463 81,078 SH   SOLE   81,078 0 0
Shake Shack Inc COM 819047101   5,103,218 49,445 SH   SOLE   49,445 0 0
Shell PLC - Spons ADR COM 780259305   2,055,002 31,160 SH   SOLE   30,693 0 467
Shin-Etsu Chemical Co Ltd - Un COM 824551105   1,988,393 95,504 SH   SOLE   94,278 0 1,226
Shiseido Co Ltd - Spons ADR COM 824841407   1,807,973 66,372 SH   SOLE   65,521 0 851
Siemens AG - Spons ADR COM 826197501   2,631,948 26,046 SH   SOLE   25,721 0 325
Sika AG - Unspons ADR COM 82674R103   2,255,481 68,162 SH   SOLE   67,292 0 870
Simply Good Foods Co/The COM 82900L102   5,974,112 171,818 SH   SOLE   171,818 0 0
Solventum Corp COM 83444M101   339,885 4,875 SH   SOLE   4,875 0 0
Sony Group Corp - Spons ADR COM 835699307   2,790,487 28,896 SH   SOLE   28,530 0 366
Southern Copper Corp COM 84265V105   3,157,907 27,301 SH   SOLE   26,930 0 371
Starbucks Corp COM 855244109   53,726,032 551,093 SH   SOLE   538,205 0 12,888
STMicroelectronics NV - Spons COM 861012102   2,317,721 77,959 SH   SOLE   77,235 0 724
Summit Materials Inc COM 86614U100   8,039,985 205,995 SH   SOLE   205,995 0 0
Symrise AG - Unspons ADR COM 87155N109   1,606,219 46,561 SH   SOLE   45,972 0 589
T-Mobile US Inc COM 872590104   5,778,080 28,000 SH   SOLE   28,000 0 0
Taiwan Semiconductor Mfg Co Lt COM 874039100   4,177,285 24,053 SH   SOLE   23,809 0 244
Target Corp COM 87612E106   6,259,961 40,164 SH   SOLE   39,780 0 384
TE Connectivity PLC COM G87052109   12,224,301 80,961 SH   SOLE   79,296 0 1,665
Teledyne Technologies Inc COM 879360105   81,014,063 185,107 SH   SOLE   176,188 0 8,920
Tencent Holdings Ltd - Unspons COM 88032Q109   3,909,966 70,577 SH   SOLE   69,561 0 1,016
Texas Capital Bancshares Inc COM 88224Q107   4,079,080 57,082 SH   SOLE   57,082 0 0
Texas Instruments Inc COM 882508104   119,713,471 579,530 SH   SOLE   569,548 0 9,981
Thermo Fisher Scientific Inc COM 883556102   332,172 537 SH   SOLE   537 0 0
Thor Industries Inc COM 885160101   101,206,151 920,977 SH   SOLE   876,776 0 44,201
TJX Cos Inc COM 872540109   60,537,022 515,033 SH   SOLE   503,774 0 11,260
Toray Industries Inc - Unspons COM 890880206   3,172,311 270,675 SH   SOLE   267,205 0 3,470
Transocean Ltd COM H8817H100   11,793,750 2,775,000 SH   SOLE   2,775,000 0 0
Travelers Cos Inc COM 89417E109   792,028 3,383 SH   SOLE   3,383 0 0
Treasury Wine Estates Ltd - Sp COM 89465J109   2,643,357 313,194 SH   SOLE   309,084 0 4,110
U.S. Bancorp COM 902973304   93,176,680 2,037,539 SH   SOLE   2,002,549 0 34,991
Union Pacific Corp COM 907818108   23,432,854 95,070 SH   SOLE   94,663 0 407
United Parcel Service Inc COM 911312106   13,685,128 100,375 SH   SOLE   99,925 0 450
UnitedHealth Group Inc COM 91324P102   22,189,191 37,951 SH   SOLE   37,572 0 379
Verisk Analytics Inc COM 92345Y106   215,708 805 SH   SOLE   805 0 0
Vertex Pharmaceuticals Inc COM 92532F100   6,748,776 14,511 SH   SOLE   14,409 0 102
Visa Inc COM 92826C839   111,423,372 405,250 SH   SOLE   397,384 0 7,866
Wal-Mart de Mexico SAB de CV - COM 93114W107   3,426,960 113,101 SH   SOLE   111,985 0 1,116
Walmart Inc COM 931142103   256,462 3,176 SH   SOLE   3,176 0 0
Waste Management Inc COM 94106L109   679,890 3,275 SH   SOLE   3,275 0 0
Waters Corp COM 941848103   92,805,353 257,871 SH   SOLE   245,470 0 12,401
Wells Fargo & Co COM 949746101   5,068,735 89,728 SH   SOLE   89,728 0 0
Western Alliance Bancorp COM 957638109   3,480,444 40,241 SH   SOLE   40,241 0 0
WillScot Holdings Corp COM 971378104   6,338,044 168,565 SH   SOLE   168,565 0 0
Workiva Inc COM 98139A105   2,257,610 28,534 SH   SOLE   28,534 0 0
Worldline SA/France - Unspons COM 98161H101   1,637,801 453,057 SH   SOLE   447,243 0 5,814
WR Berkley Corp COM 084423102   88,154,802 1,553,936 SH   SOLE   1,480,910 0 73,026
WW Grainger Inc COM 384802104   5,421,549 5,219 SH   SOLE   5,219 0 0
ARK Innovation ETF ETF 00214Q104   319,877 6,730 SH   SOLE   6,730 0 0
Distillate Small/Mid Cash Flow ETF 26922B667   2,020,911 56,043 SH   SOLE   55,504 0 539
Distillate US Fundamental Stab ETF 26922A321   80,319,128 1,415,814 SH   SOLE   1,414,796 0 1,018
Energy Select Sector SPDR Fund ETF 81369Y506   19,108,792 217,640 SH   SOLE   217,640 0 0
First Trust TCW Unconstrained ETF 33740F888   4,850,216 193,005 SH   SOLE   193,005 0 0
Franklin FTSE Japan ETF ETF 35473P744   21,185,583 696,436 SH   SOLE   696,436 0 0
Global X MLP ETF ETF 37954Y343   8,181,598 170,521 SH   SOLE   170,521 0 0
Invesco BuyBack Achievers ETF ETF 46137V308   2,640,602 23,058 SH   SOLE   23,058 0 0
Invesco S&P 500 Quality ETF ETF 46137V241   91,197,656 1,355,696 SH   SOLE   1,354,555 0 1,141
iShares 3-7 Year Treasury Bond ETF 464288661   29,534,661 246,935 SH   SOLE   246,935 0 0
iShares 7-10 Year Treasury Bon ETF 464287440   21,688,935 221,045 SH   SOLE   221,045 0 0
iShares Aaa - A Rated Corporat ETF 46429B291   23,323,100 474,529 SH   SOLE   474,529 0 0
iShares Core MSCI EAFE ETF ETF 46432F842   357,547 4,581 SH   SOLE   4,581 0 0
iShares Core S&P 500 ETF ETF 464287200   4,184,829 7,255 SH   SOLE   7,255 0 0
iShares Core S&P Mid-Cap ETF ETF 464287507   21,283,464 341,519 SH   SOLE   341,104 0 415
iShares Core S&P Small-Cap ETF ETF 464287804   15,686,324 134,117 SH   SOLE   133,653 0 464
iShares Core S&P U.S. Growth E ETF 464287671   613,777 4,653 SH   SOLE   4,653 0 0
iShares Core U.S. Aggregate Bo ETF 464287226   19,902,694 196,531 SH   SOLE   196,531 0 0
iShares Currency Hedged MSCI E ETF 46434V639   5,335,016 145,131 SH   SOLE   145,131 0 0
iShares Edge MSCI USA Quality ETF 46432F339   1,463,447 8,162 SH   SOLE   8,162 0 0
iShares Global Energy ETF ETF 464287341   2,520,366 62,262 SH   SOLE   62,262 0 0
iShares iBoxx High Yield Corpo ETF 464288513   473,770 5,900 SH   SOLE   5,900 0 0
iShares Intermediate Governmen ETF 464288612   306,306 2,860 SH   SOLE   2,860 0 0
iShares MBS ETF ETF 464288588   337,155 3,519 SH   SOLE   3,519 0 0
iShares MSCI Emerging Markets ETF 464286426   29,076,233 371,107 SH   SOLE   371,001 0 106
iShares MSCI International Qua ETF 46434V456   17,192,419 414,375 SH   SOLE   413,715 0 660
iShares Russell 1000 ETF ETF 464287622   262,671 835 SH   SOLE   835 0 0
iShares Russell 1000 Growth ET ETF 464287614   915,927 2,440 SH   SOLE   2,440 0 0
iShares Russell 2000 ETF ETF 464287655   267,498 1,211 SH   SOLE   1,211 0 0
iShares Russell 2000 Growth ET ETF 464287648   293,088 1,032 SH   SOLE   1,032 0 0
iShares Russell Mid-Cap ETF ETF 464287499   201,450 2,286 SH   SOLE   2,286 0 0
iShares Russell Mid-Cap Growth ETF 464287481   366,883 3,128 SH   SOLE   3,128 0 0
iShares S&P 100 ETF ETF 464287101   277,314 1,002 SH   SOLE   1,002 0 0
iShares Short Treasury Bond ET ETF 464288679   362,756 3,279 SH   SOLE   3,279 0 0
iShares Treasury Floating Rate ETF 46434V860   32,435,865 641,025 SH   SOLE   641,025 0 0
Janus Henderson Mortgage-Backe ETF 47103U852   78,265,172 1,677,710 SH   SOLE   1,677,710 0 0
JPMorgan BetaBuilders Japan ET ETF 46641Q217   3,796,588 64,045 SH   SOLE   64,045 0 0
Madison Aggregate Bond ETF ETF 557441300   58,188,261 2,779,486 SH   SOLE   2,779,486 0 0
Madison Covered Call ETF ETF 557441409   72,665,047 3,726,642 SH   SOLE   3,726,642 0 0
Madison Dividend Value ETF ETF 557441508   56,036,079 2,574,005 SH   SOLE   2,574,005 0 0
Madison Short-Term Strategic I ETF 557441201   61,591,540 2,972,579 SH   SOLE   2,972,579 0 0
Schwab Fundamental U.S. Large ETF 808524771   1,503,444 20,951 SH   SOLE   20,951 0 0
Schwab Intermediate-Term U.S. ETF 808524854   55,409,884 1,095,057 SH   SOLE   1,095,057 0 0
Schwab US Dividend Equity ETF ETF 808524797   4,016,020 47,510 SH   SOLE   47,510 0 0
SPDR Bloomberg 1-3 Month T-Bil ETF 78468R663   401,302 4,371 SH   SOLE   4,371 0 0
SPDR Portfolio Long Term Treas ETF 78464A664   5,785,715 199,027 SH   SOLE   199,027 0 0
SPDR Portfolio S&P 500 ETF ETF 78464A854   2,958,761 43,827 SH   SOLE   42,689 0 1,138
SPDR Portfolio Short Term Trea ETF 78468R101   17,776,433 604,435 SH   SOLE   604,435 0 0
SPDR S&P 500 ETF Trust ETF 78462F103   28,713,301 50,044 SH   SOLE   49,523 0 521
SPDR S&P Dividend ETF ETF 78464A763   2,243,238 15,793 SH   SOLE   15,793 0 0
SPDR S&P MidCap 400 ETF Trust ETF 78467Y107   8,261,630 14,503 SH   SOLE   14,327 0 175
Vanguard Dividend Appreciation ETF 921908844   18,408,291 92,943 SH   SOLE   92,943 0 0
Vanguard FTSE All-World ex-US ETF 922042775   11,949,765 189,679 SH   SOLE   189,024 0 655
Vanguard FTSE Europe ETF ETF 922042874   23,223,180 326,627 SH   SOLE   326,627 0 0
Vanguard Growth ETF ETF 922908736   2,239,464 5,833 SH   SOLE   5,683 0 150
Vanguard Health Care ETF ETF 92204A504   2,838,368 10,058 SH   SOLE   10,058 0 0
Vanguard Information Technolog ETF 92204A702   41,897,470 71,434 SH   SOLE   71,434 0 0
Vanguard Large-Cap ETF ETF 922908637   12,043,293 45,742 SH   SOLE   45,742 0 0
Vanguard Short-Term Corporate ETF 92206C409   5,787,097 72,867 SH   SOLE   72,867 0 0
VictoryShares Free Cash Flow E ETF 92647X830   742,757 22,305 SH   SOLE   21,727 0 578
WisdomTree Europe Hedged Equit ETF 97717X701   2,838,398 63,216 SH   SOLE   63,216 0 0