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   688,848 6,042 SH   SOLE   6,042 0 0
ABBVIE INC COM 00287y109   661,558 3,350 SH   SOLE   3,350 0 0
ABCELLERA BIOLOGICS INC COM 00288u106   57,200 22,000 SH   SOLE   22,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   315,639,799 1,775,252 SH   SOLE   1,691,727 0 83,525
AGREE RLTY CORP COM 008492100   354,051 4,700 SH   SOLE   4,700 0 0
ALPHABET INC CAP STK CL C 02079k107   1,751,315 10,475 SH   SOLE   10,475 0 0
ALPHABET INC CAP STK CL A 02079k305   27,662,453 166,792 SH   SOLE   161,767 0 5,025
ALTICE USA INC CL A 02156k103   2,189,400 890,000 SH   SOLE   890,000 0 0
AMAZON COM INC COM 023135106   2,361,546 12,674 SH   SOLE   12,634 0 40
AMERICAN EXPRESS CO COM 025816109   45,459,121 167,622 SH   SOLE   163,492 0 4,130
AMERICAN WTR WKS CO INC NEW COM 030420103   1,462,400 10,000 SH   SOLE   10,000 0 0
AMGEN INC COM 031162100   208,148 646 SH   SOLE   646 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108   76,024,156 1,146,842 SH   SOLE   1,131,932 0 14,910
APPLE INC COM 037833100   36,591,083 157,043 SH   SOLE   156,993 0 50
AUTOMATIC DATA PROCESSING IN COM 053015103   805,284 2,910 SH   SOLE   2,910 0 0
AVANTOR INC COM 05352a100   146,745,764 5,672,430 SH   SOLE   5,307,755 0 364,675
BANK AMERICA CORP COM 060505104   2,170,496 54,700 SH   SOLE   54,700 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   691,180 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,240,861 2,696 SH   SOLE   2,696 0 0
BLACKSTONE INC COM 09260d107   11,534,517 75,325 SH   SOLE   75,325 0 0
BOSTON SCIENTIFIC CORP COM 101137107   544,700 6,500 SH   SOLE   6,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,380,040 46,000 SH   SOLE   46,000 0 0
BROWN & BROWN INC COM 115236101   101,166,954 976,515 SH   SOLE   927,305 0 49,210
C H ROBINSON WORLDWIDE INC COM NEW 12541w209   228,670,289 2,071,852 SH   SOLE   1,982,767 0 89,085
CABLE ONE INC COM 12685j105   96,152,724 274,887 SH   SOLE   272,412 0 2,475
CANADIAN IMPERIAL BK COMM COM 136069101   245,360 4,000 SH   SOLE   4,000 0 0
CAPITAL ONE FINL CORP COM 14040h105   41,518,882 277,292 SH   SOLE   269,617 0 7,675
CHARTER COMMUNICATIONS INC N CL A 16119p108   3,402,840 10,500 SH   SOLE   10,500 0 0
CHEVRON CORP NEW COM 166764100   1,918,044 13,024 SH   SOLE   13,024 0 0
CISCO SYS INC COM 17275r102   4,238,973 79,650 SH   SOLE   79,650 0 0
COCA COLA CO COM 191216100   2,221,552 30,915 SH   SOLE   30,915 0 0
COMCAST CORP NEW CL A 20030n101   28,238,284 676,042 SH   SOLE   655,867 0 20,175
COMERICA INC COM 200340107   216,575 3,615 SH   SOLE   3,615 0 0
COSTCO WHSL CORP NEW COM 22160k105   3,822,811 4,312 SH   SOLE   4,312 0 0
CREDIT ACCEP CORP MICH COM 225310101   1,773,680 4,000 SH   SOLE   4,000 0 0
DANAHER CORPORATION COM 235851102   389,228 1,400 SH   SOLE   1,400 0 0
DAVITA INC COM 23918k108   1,139,969 6,954 SH   SOLE   6,954 0 0
DEERE & CO COM 244199105   250,398 600 SH   SOLE   600 0 0
DIAGEO PLC SPON ADR NEW 25243q205   27,000,033 192,390 SH   SOLE   186,725 0 5,665
DISNEY WALT CO COM 254687106   22,986,878 238,974 SH   SOLE   232,589 0 6,385
DOLLAR GEN CORP NEW COM 256677105   54,474,948 644,140 SH   SOLE   566,765 0 77,375
DRAFTKINGS INC NEW COM CL A 26142v105   1,522,332 38,835 SH   SOLE   38,835 0 0
DUKE ENERGY CORP NEW COM NEW 26441c204   2,330,213 20,210 SH   SOLE   20,210 0 0
ENERGIZER HLDGS INC NEW COM 29272w109   151,659,622 4,775,177 SH   SOLE   4,730,752 0 44,425
ENERGY TRANSFER L P COM UT LTD PTN 29273v100   1,666,632 103,840 SH   SOLE   103,840 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   5,955,906 204,600 SH   SOLE   204,600 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   85,902,648 4,347,300 SH   SOLE   4,308,675 0 38,625
EVERSOURCE ENERGY COM 30040w108   1,701,250 25,000 SH   SOLE   25,000 0 0
EXXON MOBIL CORP COM 30231g102   6,498,794 55,441 SH   SOLE   55,441 0 0
META PLATFORMS INC CL A 30303m102   9,285,549 16,221 SH   SOLE   16,121 0 100
FAIR ISAAC CORP COM 303250104   583,056 300 SH   SOLE   300 0 0
FEDEX CORP COM 31428x106   95,242,718 348,008 SH   SOLE   310,008 0 38,000
FIDELITY NATL INFORMATION SV COM 31620m106   5,276,250 63,000 SH   SOLE   63,000 0 0
FIRST MERCHANTS CORP COM 320817109   1,290,691 34,696 SH   SOLE   34,696 0 0
FORD MTR CO COM 345370860   387,130 36,660 SH   SOLE   36,660 0 0
FORTIVE CORP COM 34959j108   25,930,084 328,520 SH   SOLE   271,520 0 57,000
FRANKLIN RESOURCES INC COM 354613101   21,953,161 1,089,487 SH   SOLE   1,056,737 0 32,750
GFL ENVIRONMENTAL INC SUB VTG SHS 36168q104   242,185,258 6,072,850 SH   SOLE   5,763,975 0 308,875
GENERAL DYNAMICS CORP COM 369550108   326,678 1,081 SH   SOLE   1,081 0 0
GOLDMAN SACHS GROUP INC COM 38141g104   4,951,100 10,000 SH   SOLE   10,000 0 0
HILLENBRAND INC COM 431571108   104,420,548 3,756,135 SH   SOLE   3,720,935 0 35,200
HOME DEPOT INC COM 437076102   2,800,742 6,912 SH   SOLE   6,912 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,020,763 3,895 SH   SOLE   3,895 0 0
INTUIT COM 461202103   214,866 346 SH   SOLE   346 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602   1,219,332 2,482 SH   SOLE   2,482 0 0
IQVIA HLDGS INC COM 46266c105   3,554,550 15,000 SH   SOLE   15,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   15,193 478 SH   SOLE   478 0 0
ISHARES TR CORE S&P500 ETF 464287200   3,781,073 6,555 SH   SOLE   5,770 0 785
ISHARES TR MSCI EMG MKT ETF 464287234   561,785 12,250 SH   SOLE   12,250 0 0
ISHARES TR MSCI EAFE ETF 464287465   527,061 6,302 SH   SOLE   6,302 0 0
ISHARES TR CORE S&P MCP ETF 464287507   693,310 11,125 SH   SOLE   11,125 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,519,538 4,048 SH   SOLE   4,048 0 0
ISHARES TR RUS 1000 ETF 464287622   32,382 103 SH   SOLE   103 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   54,678 193 SH   SOLE   193 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   651,626 2,950 SH   SOLE   2,950 0 0
ISHARES TR CORE MSCI EAFE 46432f842   475,012 6,086 SH   SOLE   6,086 0 0
JPMORGAN CHASE & CO. COM 46625h100   414,551 1,966 SH   SOLE   1,966 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641q837   862,580 17,000 SH   SOLE   17,000 0 0
JOHNSON & JOHNSON COM 478160104   19,958,865 123,157 SH   SOLE   119,767 0 3,390
KENVUE INC COM 49177j102   31,664,003 1,368,958 SH   SOLE   1,328,383 0 40,575
KEURIG DR PEPPER INC COM 49271v100   22,068,287 588,802 SH   SOLE   571,327 0 17,475
LPL FINL HLDGS INC COM 50212v100   227,286,489 977,030 SH   SOLE   936,350 0 40,680
LAMB WESTON HLDGS INC COM 513272104   201,207,354 3,107,929 SH   SOLE   2,966,579 0 141,350
LESLIES INC COM 527064109   74,047,806 23,432,850 SH   SOLE   23,232,350 0 200,500
LIBERTY BROADBAND CORP COM SER C 530307305   463,740 6,000 SH   SOLE   6,000 0 0
ELI LILLY & CO COM 532457108   8,925,846 10,075 SH   SOLE   10,075 0 0
MARSH & MCLENNAN COS INC COM 571748102   384,830 1,725 SH   SOLE   1,725 0 0
MASTERCARD INCORPORATED CL A 57636q104   20,640,517 41,799 SH   SOLE   40,039 0 1,760
MCCORMICK & CO INC COM NON VTG 579780206   9,492,988 115,346 SH   SOLE   111,546 0 3,800
MCDONALDS CORP COM 580135101   1,801,349 5,916 SH   SOLE   5,916 0 0
MCKESSON CORP COM 58155q103   2,887,413 5,840 SH   SOLE   5,840 0 0
MERCK & CO INC COM 58933y105   1,808,941 15,929 SH   SOLE   15,929 0 0
MICROSOFT CORP COM 594918104   45,285,708 105,242 SH   SOLE   102,357 0 2,885
MID-AMER APT CMNTYS INC COM 59522j103   33,369,000 210,000 SH   SOLE   210,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871r209   266,301,317 4,629,717 SH   SOLE   4,404,092 0 225,625
NUCOR CORP COM 670346105   3,006,800 20,000 SH   SOLE   20,000 0 0
NVIDIA CORPORATION COM 67066g104   806,362 6,640 SH   SOLE   6,640 0 0
OREILLY AUTOMOTIVE INC COM 67103h107   880,974 765 SH   SOLE   765 0 0
OLD NATL BANCORP IND COM 680033107   697,007 37,353 SH   SOLE   37,353 0 0
ONEOK INC NEW COM 682680103   249,149 2,734 SH   SOLE   2,734 0 0
ORACLE CORP COM 68389x105   1,046,767 6,143 SH   SOLE   6,143 0 0
PAYCHEX INC COM 704326107   27,807,297 207,223 SH   SOLE   202,148 0 5,075
PEPSICO INC COM 713448108   30,771,333 180,955 SH   SOLE   176,485 0 4,470
PFIZER INC COM 717081103   1,672,078 57,777 SH   SOLE   57,777 0 0
PHILIP MORRIS INTL INC COM 718172109   3,144,260 25,900 SH   SOLE   25,900 0 0
PINNACLE WEST CAP CORP COM 723484101   487,245 5,500 SH   SOLE   5,500 0 0
POST HLDGS INC COM 737446104   387,085,363 3,344,150 SH   SOLE   3,173,625 0 170,525
PROCTER AND GAMBLE CO COM 742718109   21,175,048 122,258 SH   SOLE   119,323 0 2,935
PRUDENTIAL FINL INC COM 744320102   1,513,750 12,500 SH   SOLE   12,500 0 0
PULTE GROUP INC COM 745867101   693,137 4,829 SH   SOLE   4,829 0 0
QUALCOMM INC COM 747525103   518,823 3,051 SH   SOLE   3,051 0 0
ROYAL BK CDA COM 780087102   262,681 2,106 SH   SOLE   2,106 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103   1,949,141 3,397 SH   SOLE   3,397 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463x889   1,483,620 39,500 SH   SOLE   39,500 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468r663   23,085,441 251,448 SH   SOLE   242,413 0 9,035
HENRY SCHEIN INC COM 806407102   101,899,985 1,397,805 SH   SOLE   1,329,905 0 67,900
SCHWAB CHARLES CORP COM 808513105   66,210,648 1,021,612 SH   SOLE   896,912 0 124,700
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   129,980 1,954 SH   SOLE   1,954 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   57,700 850 SH   SOLE   850 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   59,152 736 SH   SOLE   736 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   17,187 589 SH   SOLE   589 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   544,594 6,443 SH   SOLE   6,443 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   37,214 905 SH   SOLE   905 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   15,478 316 SH   SOLE   316 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   8,313 155 SH   SOLE   155 0 0
SERVISFIRST BANCSHARES INC COM 81768t108   9,654,000 120,000 SH   SOLE   120,000 0 0
SOUTHERN CO COM 842587107   2,705,400 30,000 SH   SOLE   30,000 0 0
STERICYCLE INC COM 858912108   231,969,153 3,802,773 SH   SOLE   3,604,631 0 198,142
STRYKER CORPORATION COM 863667101   1,362,673 3,772 SH   SOLE   3,772 0 0
SUN CMNTYS INC COM 866674104   2,162,400 16,000 SH   SOLE   0 0 16,000
SYSCO CORP COM 871829107   170,889,317 2,189,205 SH   SOLE   2,114,050 0 75,155
TARGET CORP COM 87612e106   381,234 2,446 SH   SOLE   2,446 0 0
TEXAS INSTRS INC COM 882508104   1,076,436 5,211 SH   SOLE   5,211 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   417,535 675 SH   SOLE   675 0 0
3M CO COM 88579y101   19,210,965 140,534 SH   SOLE   136,634 0 3,900
US BANCORP DEL COM NEW 902973304   33,039,831 722,498 SH   SOLE   700,923 0 21,575
UNITED PARCEL SERVICE INC CL B 911312106   27,826,219 204,094 SH   SOLE   198,534 0 5,560
US FOODS HLDG CORP COM 912008109   343,406,468 5,583,845 SH   SOLE   5,279,820 0 304,025
UNITED STS 12 MONTH OIL FD L UNIT BEN INT 91288v103   449,125 12,500 SH   SOLE   12,500 0 0
UNITEDHEALTH GROUP INC COM 91324p102   203,469 348 SH   SOLE   348 0 0
VANGUARD WORLD FD INF TECH ETF 92204a702   380,065 648 SH   SOLE   648 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,221,953 6,106 SH   SOLE   6,106 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   117,709 586 SH   SOLE   586 0 0
VICI PPTYS INC COM 925652109   1,998,600 60,000 SH   SOLE   60,000 0 0
VISA INC COM CL A 92826c839   1,029,413 3,744 SH   SOLE   3,744 0 0
WALMART INC COM 931142103   395,922 4,903 SH   SOLE   4,903 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   39,179,861 4,749,074 SH   SOLE   3,924,074 0 825,000
WASTE MGMT INC DEL COM 94106L109   14,275,014 68,762 SH   SOLE   65,997 0 2,765
WILEY JOHN & SONS INC CL A 968223206   158,420,721 3,283,331 SH   SOLE   3,254,297 0 29,034
ACCENTURE PLC IRELAND SHS CLASS A g1151c101   1,581,823 4,475 SH   SOLE   4,475 0 0
CLARIVATE PLC ORD SHS g21810109   464,441,502 65,414,296 SH   SOLE   62,330,096 0 3,084,200
MEDTRONIC PLC SHS G5960L103   24,412,311 271,158 SH   SOLE   263,068 0 8,090
WILLIS TOWERS WATSON PLC LTD SHS g96629103   154,000,356 522,868 SH   SOLE   492,793 0 30,075