ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 3874913 12418 SH SOLE 10094 0 2324 ADVANCED MICRO DEVICES INC CS 007903107 408289 3974 SH SOLE 3974 0 0 AERCAP HOLDINGS NV CS N00985106 7868623 77015 SH SOLE 73222 0 3793 AFLAC INC CS 001055102 889520 8000 SH SOLE 0 0 8000 AIR PRODS AND CHEMS INC CS 009158106 8759419 29701 SH SOLE 24753 0 4948 ALPHABET INC CAP STK CL A CS 02079K305 15783070 102063 SH SOLE 70554 0 31509 AMAZON COM INC CS 023135106 56499038 296957 SH SOLE 197713 0 99244 AMERICAN HEALTHCARE REIT INC CS 398182303 222705 7350 SH SOLE 7350 0 0 APPLE INC COM CS 037833100 2059235 9270 SH SOLE 9270 0 0 AUTOMATIC DATA PROCESSING IN CS 053015103 1199816 3927 SH SOLE 3927 0 0 BERKSHIRE HATHAWAY INC DEL CL CS 084670702 266290 500 SH SOLE 500 0 0 BIO TECHNE CORP CS 09073M104 234520 4000 SH SOLE 0 0 4000 BLOCK INC CL A CS 852234103 367705 6768 SH SOLE 0 0 6768 BROWN FORMAN CORP CS 115637209 392856 11575 SH SOLE 0 0 11575 BUILDERS FIRSTSOURCE INC CS 12008R107 18206132 145719 SH SOLE 91486 0 54233 CISCO SYS INC CS 17275R102 524535 8500 SH SOLE 8500 0 0 COSTAR GROUP INC CS 22160N109 22878454 288760 SH SOLE 178115 0 110645 DANAHER CORP DEL CS 235851102 39056412 190519 SH SOLE 116349 0 74170 DISNEY WALT CO CS 254687106 571177 5787 SH SOLE 0 0 5787 E L F BEAUTY INC CS 26856L103 11396008 181494 SH SOLE 153852 0 27642 ENTEGRIS INC CS 29362U104 9733637 111267 SH SOLE 92035 0 19232 EXPEDIA INC DEL CS 30212P303 10742934 63908 SH SOLE 53354 0 10554 EXTRA SPACE STORAGE INC CS 30225T102 1768516 11910 SH SOLE 0 0 11910 FAIR ISAAC CORP CS 303250104 2266863 1229 SH SOLE 1229 0 0 FERGUSON ENTERPRISES INC COM CS 31488V107 32412767 202289 SH SOLE 142430 0 59859 GE VERNOVA LLC CS 36828A101 15851664 51925 SH SOLE 32833 0 19092 GITLAB INC CS 37637K108 14877145 316535 SH SOLE 199044 0 117491 GRACO INC CS 384109104 2239654 26819 SH SOLE 4330 0 22489 HOME DEPOT INC CS 437076102 282564 771 SH SOLE 771 0 0 INTUIT CS 461202103 25448657 41448 SH SOLE 25651 0 15797 INVESCO EXCHANGE TRADED FD T S ETF 46137V357 443469 2560 SH SOLE 2560 0 0 IQVIA HLDGS INC COM CS 46266C105 11007467 62436 SH SOLE 53400 0 9036 ISHARES TR 7-10 YR TRS BD ETF 464287440 329026 3450 SH SOLE 2930 0 520 ISHARES TR CORE MSCI EAFE ETF 46432F842 358581 4740 SH SOLE 4740 0 0 ISHARES TR MSCI EMERG MKT ETF 464287234 545158 12475 SH SOLE 12475 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 416934 2090 SH SOLE 2090 0 0 ISHARES TR US PFD STK IDX ETF 464288687 218644 7115 SH SOLE 615 0 6500 JEFFERIES FINL GROUP INC COM CS 47233W109 14813819 276532 SH SOLE 162467 0 114065 JOHNSON AND JOHNSON CS 478160104 265344 1600 SH SOLE 1600 0 0 KEYSIGHT TECHNOLOGIES INC CS 49338L103 1321421 8823 SH SOLE 395 0 8428 L3HARRIS TECHNOLOGIES INC COM CS 502431109 739283 3532 SH SOLE 3532 0 0 LILLY ELI AND CO CS 532457108 929975 1126 SH SOLE 1126 0 0 MARTIN MARIETTA MATLS INC CS 573284106 26591835 55616 SH SOLE 32820 0 22796 META PLATFORMS INC CL A CS 30303M102 35617319 61797 SH SOLE 40364 0 21433 MICROSOFT CORP CS 594918104 50542132 134639 SH SOLE 92706 0 41933 NETAPP INC CS 64110D104 893245 10169 SH SOLE 10169 0 0 NETFLIX COM INC CS 64110L106 5712679 6126 SH SOLE 5037 0 1089 NIKE INC CS 654106103 6335431 99802 SH SOLE 83567 0 16235 NVIDIA CORP CS 67066G104 42460628 391775 SH SOLE 279061 0 112714 PALO ALTO NETWORKS INC CS 697435105 32319216 189400 SH SOLE 127411 0 61989 PAYCHEX INC CS 704326107 1216806 7887 SH SOLE 7887 0 0 PROGRESSIVE CORP OHIO CS 743315103 12678282 44798 SH SOLE 40736 0 4062 SALESFORCE INC COM CS 79466L302 24944062 92950 SH SOLE 53131 0 39819 SCHWAB CHARLES CORP NEW CS 808513105 13966879 178422 SH SOLE 145939 0 32483 SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 480419 19325 SH SOLE 2219 0 17106 SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 491630 18283 SH SOLE 2055 0 16228 SHERWIN WILLIAMS CO CS 824348106 11281045 32306 SH SOLE 27239 0 5067 SPDR TR UNIT SER 1 ETF 78462F103 1014174 1813 SH SOLE 1813 0 0 T-MOBILE US INC CS 872590104 29454119 110435 SH SOLE 69242 0 41193 TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 31331504 188744 SH SOLE 112664 0 76080 TALEN ENERGY CORP CS 87422Q109 53297913 266930 SH SOLE 175146 0 91784 TESLA MTRS INC CS 88160R101 819982 3164 SH SOLE 3164 0 0 TEXAS INSTRS INC CS 882508104 678547 3776 SH SOLE 1776 0 2000 VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 393913 8506 SH SOLE 676 0 7830 VEEVA SYS INC CS 922475108 22296240 96258 SH SOLE 56672 0 39586