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
A10 Networks Inc COM 002121101   456,551 19,747 SH   SOLE   9,858 0 9,889
Accel Entertainment Inc COM CL A1 00436Q106   359,910 32,989 SH   SOLE   16,461 0 16,528
ACI Worldwide Inc COM 004498101   4,763,927 116,165 SH   SOLE   90,637 0 25,528
Acuity Inc. COM 00508Y102   47,852,889 170,769 SH   SOLE   152,475 0 18,294
AdaptHealth Corporation COMMON STOCK 00653Q102   324,941 27,306 SH   SOLE   13,640 0 13,666
Addus Homecare Corp COM 006739106   1,727,843 18,450 SH   SOLE   14,383 0 4,067
Adeia Inc. COM 00676P107   376,334 15,661 SH   SOLE   7,815 0 7,846
Adobe Inc COM 00724F101   44,332,201 182,377 SH   SOLE   156,275 0 26,102
Agco Corporation COM 001084102   1,688,574 14,573 SH   SOLE   11,362 0 3,211
Alarm.com Holdings Inc. COM 011642105   3,592,155 83,171 SH   SOLE   64,917 0 18,254
Albertsons Companies Inc. COMMON STOCK 013091103   29,512,837 1,731,974 SH   SOLE   1,528,648 0 203,326
Allient Inc COM 019330109   5,959,167 100,849 SH   SOLE   78,634 0 22,215
Allison Transmission Holdings Inc COM 01973R101   61,290,860 523,585 SH   SOLE   424,572 0 99,013
Alphabet Inc. CAP STK CL A 02079K305   46,865,666 162,977 SH   SOLE   137,719 0 25,258
Amdocs Limited SHS G02602103   33,825,367 518,317 SH   SOLE   453,841 0 64,476
American Express Company COM 025816109   5,409,552 17,884 SH   SOLE   17,281 0 603
Amgen Inc. COM 031162100   6,803,723 19,337 SH   SOLE   18,653 0 684
Apple Inc. COM 037833100   5,764,840 22,715 SH   SOLE   21,937 0 778
Applied Industrial Technologies Inc. COM 03820C105   4,433,763 16,711 SH   SOLE   16,090 0 621
Autodesk Inc COM 052769106   6,665,614 27,843 SH   SOLE   26,806 0 1,037
Autozone, Inc. COM 053332102   344,534 102 SH   SOLE   102 0 0
Aveanna Healthcare Holdings Inc COM 05356F105   282,336 43,841 SH   SOLE   21,899 0 21,942
AXIS Capital Holdings Limited SHS G0692U109   1,785,323 17,605 SH   SOLE   13,740 0 3,865
AZZ Inc COM 002474104   1,894,969 15,144 SH   SOLE   11,806 0 3,338
Bank of America Corp. COM 060505104   393,608 8,074 SH   SOLE   8,074 0 0
Bausch Health Companies Inc. COM 071734107   108,286 20,053 SH   SOLE   10,015 0 10,038
Berkshire Hathaway Inc. CL B NEW 084670702   50,197,638 104,753 SH   SOLE   86,232 0 18,521
Bioventus Inc. COM CL A 09075A108   226,041 24,758 SH   SOLE   12,359 0 12,399
Block(H&R)Inc COM 093671105   3,363,266 105,963 SH   SOLE   72,777 0 33,186
Brady Corp CL A 104674106   15,977,715 196,673 SH   SOLE   159,647 0 37,026
Bristol-Myers Squibb Company COM 110122108   44,261,946 729,793 SH   SOLE   592,408 0 137,385
Builders Firstsource, Inc. COM 12008R107   29,483,196 358,110 SH   SOLE   315,859 0 42,251
Capital One Financial Corp. COM 14040H105   47,746,309 261,724 SH   SOLE   219,336 0 42,388
Carriage Services, Inc. COM 143905107   3,945,800 86,417 SH   SOLE   67,431 0 18,986
Catalyst Pharmaceuticals Inc. COM 14888U101   334,260 13,500 SH   SOLE   6,744 0 6,756
Caterpillar Inc COM 149123101   4,267,055 6,023 SH   SOLE   2,261 0 3,762
Check Point Software Technologies Ltd. ORD M22465104   6,145,836 43,023 SH   SOLE   41,521 0 1,502
Chubb Ltd. Switzerland COM H1467J104   5,176,420 15,882 SH   SOLE   5,944 0 9,938
Cisco Systems, Inc. COM 17275R102   48,409,177 623,910 SH   SOLE   527,430 0 96,480
Cognizant Technology Solutions Corp. CL A 192446102   4,838,306 78,864 SH   SOLE   54,140 0 24,724
Consd Water Co ORD G23773107   5,209,180 157,282 SH   SOLE   122,761 0 34,521
Costco Wholesale Corporation COM 22160K105   760,276 763 SH   SOLE   763 0 0
CRA International Inc. COM 12618T105   294,298 1,818 SH   SOLE   906 0 912
Crawford & Co CL A 224633206   4,245,256 425,803 SH   SOLE   321,213 0 104,590
Criteo S.A SPONS ADS 226718104   3,428,091 191,193 SH   SOLE   149,201 0 41,992
Crown Holdings Inc COM 228368106   41,021,899 409,196 SH   SOLE   360,910 0 48,286
CTS Corporation COM 126501105   3,869,085 81,011 SH   SOLE   63,154 0 17,857
Cummins Inc. COM 231021106   771,521 1,434 SH   SOLE   1,434 0 0
CVS Health Corp COM 126650100   11,489,548 159,977 SH   SOLE   155,359 0 4,618
Daktronics Inc. COM 234264109   278,803 14,261 SH   SOLE   7,120 0 7,141
Descartes Systems Group Inc. COM 249906108   2,171,846 30,350 SH   SOLE   23,665 0 6,685
Digi International Inc. COM 253798102   271,221 5,627 SH   SOLE   2,811 0 2,816
Dole PLC ORD SHS G27907107   345,446 24,174 SH   SOLE   12,075 0 12,099
Donaldson Co Inc COM 257651109   10,412,785 122,691 SH   SOLE   107,012 0 15,679
DoubleVerify Holdings Inc COM 25862V105   199,225 20,971 SH   SOLE   12,998 0 7,973
Dropbox Inc CL A 26210C104   35,358,818 1,556,286 SH   SOLE   1,344,063 0 212,223
Elevance Health Inc. COM 036752103   35,375,617 120,839 SH   SOLE   106,734 0 14,105
EnerSys COM 29275Y102   7,483,163 43,076 SH   SOLE   39,404 0 3,672
Ennis Inc COM 293389102   483,214 22,559 SH   SOLE   13,488 0 9,071
EOG Resources Inc. COM 26875P101   4,423,987 30,601 SH   SOLE   6,274 0 24,327
Essent Group Ltd. COM G3198U102   4,410,350 75,468 SH   SOLE   58,907 0 16,561
Exelixis, Inc. COM 30161Q104   13,377,048 311,892 SH   SOLE   304,146 0 7,746
Expedia Group Inc COM NEW 30212P303   59,336,190 256,989 SH   SOLE   229,229 0 27,760
F N B Corp (Pennsylvania) COM 302520101   1,933,685 115,651 SH   SOLE   90,160 0 25,491
F5 Inc COM 315616102   15,388,884 53,188 SH   SOLE   46,192 0 6,996
FactSet Research Systems Inc. COM 303075105   2,196,807 10,124 SH   SOLE   7,894 0 2,230
Federated Hermes Inc CL B 314211103   4,870,255 85,880 SH   SOLE   67,018 0 18,862
Fox Corporation CL A COM 35137L105   10,907,952 186,780 SH   SOLE   97,499 0 89,281
Franklin Electric Co Inc COM 353514102   4,687,582 50,858 SH   SOLE   39,648 0 11,210
Frontdoor Inc COM 35905A109   4,604,053 87,099 SH   SOLE   83,834 0 3,265
Gallagher Aj &Co COM 363576109   4,881,280 22,538 SH   SOLE   15,473 0 7,065
Garrett Motion Inc COM 366505105   6,687,632 368,059 SH   SOLE   287,153 0 80,906
Gentex Corp COM 371901109   43,452,068 1,988,653 SH   SOLE   1,714,706 0 273,947
GigaCloud Technology Inc. CLASS A ORD G38644103   1,986,873 43,783 SH   SOLE   34,133 0 9,650
Gilead Sciences Inc. COM 375558103   5,271,252 37,822 SH   SOLE   16,606 0 21,216
Goldman Sachs Group, Inc. COM 38141G104   57,430,877 67,886 SH   SOLE   57,863 0 10,023
Gorman-Rupp Co COM 383082104   451,250 7,263 SH   SOLE   3,627 0 3,636
Graham Holdings Co COM CL B 384637104   13,494,867 12,764 SH   SOLE   7,566 0 5,198
H B Fuller Company COM 359694106   1,967,962 31,906 SH   SOLE   24,238 0 7,668
Hackett Group Inc. COM 404609109   152,633 11,732 SH   SOLE   5,854 0 5,878
Haemonetics Corp COM 405024100   3,873,566 68,729 SH   SOLE   53,590 0 15,139
Hamilton Insurance Group Ltd. CL B G42706104   3,795,927 127,252 SH   SOLE   99,203 0 28,049
Harmonic Inc COM 413160102   349,044 38,869 SH   SOLE   19,416 0 19,453
HCI Group, Inc. COM 40416E103   303,345 1,962 SH   SOLE   980 0 982
Incyte Corporation. COM 45337C102   6,358,653 67,559 SH   SOLE   46,565 0 20,994
Information Services Group Inc. COM 45675Y104   331,415 86,306 SH   SOLE   43,095 0 43,211
Inmode Limited SHS M5425M103   286,801 20,965 SH   SOLE   10,473 0 10,492
iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF ULTRA SHORT DUR 46434V878   1,840,341 36,356 SH   SOLE   36,356 0 0
Ituran SHS M6158M104   6,071,604 123,885 SH   SOLE   96,579 0 27,306
Janus International Group Inc COMMON STOCK 47103N106   135,162 26,245 SH   SOLE   13,102 0 13,143
Johnson & Johnson COM 478160104   41,882,594 171,341 SH   SOLE   136,264 0 35,077
JPMorgan Chase & Co. COM 46625H100   66,157,466 224,903 SH   SOLE   192,294 0 32,609
Koppers Holdings Inc COM 50060P106   4,376,062 113,135 SH   SOLE   88,255 0 24,880
Lam Research Corporation COM NEW 512807306   7,818,674 36,594 SH   SOLE   35,381 0 1,213
Leidos Holdings Inc COM 525327102   14,681,710 94,404 SH   SOLE   66,674 0 27,730
Liberty Media Corp Del COM LBTY ONE S C 531229755   452,732 5,325 SH   SOLE   5,325 0 0
LKQ Corporation COM 501889208   64,150,013 2,184,202 SH   SOLE   1,789,633 0 394,569
Maplebear Inc. COM 565394103   7,633,074 203,766 SH   SOLE   100,078 0 103,688
Markel Group Inc COM 570535104   6,969,129 3,641 SH   SOLE   2,618 0 1,023
Masco Corporation COM 574599106   34,297,585 568,123 SH   SOLE   501,597 0 66,526
Match Group Inc COM 57667L107   64,737,141 2,108,015 SH   SOLE   1,741,353 0 366,662
Maximus Inc COM 577933104   3,355,443 52,347 SH   SOLE   40,816 0 11,531
Mckesson Corp. COM 58155Q103   286,434 331 SH   SOLE   331 0 0
Merck & Co., Inc COM 58933Y105   508,827 4,230 SH   SOLE   4,230 0 0
Merit Medical Systems Inc. COM 589889104   1,843,119 26,739 SH   SOLE   20,845 0 5,894
Meta Platforms Inc Cl A 30303M102   12,099,977 21,149 SH   SOLE   16,030 0 5,119
MGIC Investment Corp. COM 552848103   3,434,183 130,826 SH   SOLE   102,092 0 28,734
Microsoft Corp. COM 594918104   5,719,497 15,451 SH   SOLE   15,031 0 420
Mitek Systems Inc. COM NEW 606710200   160,083 11,858 SH   SOLE   5,923 0 5,935
Mueller Industries Inc. COM 624756102   6,638,471 59,914 SH   SOLE   31,879 0 28,035
NAPCO Security Technologies Inc. COM 630402105   1,766,051 44,835 SH   SOLE   34,980 0 9,855
NetApp Inc. COM 64110D104   50,490,352 493,118 SH   SOLE   430,766 0 62,352
Neurocrine Biosciences Inc COM 64125C109   11,548,328 87,660 SH   SOLE   85,486 0 2,174
Nomad Foods Ltd. USD ORD SHS G6564A105   3,015,195 313,756 SH   SOLE   244,837 0 68,919
NWPX Infrastructure Inc. COM 667746101   404,016 5,189 SH   SOLE   2,590 0 2,599
OAK Valley Bancorp COM 671807105   460,214 14,191 SH   SOLE   7,081 0 7,110
Oil-Dri Corporation Of America COM 677864100   394,250 6,057 SH   SOLE   3,026 0 3,031
Opera Limited SPONSORED ADS 68373M107   2,204,767 154,612 SH   SOLE   120,556 0 34,056
Option Care Health Inc COM NEW 68404L201   3,572,499 132,708 SH   SOLE   103,561 0 29,147
Paylocity Holding Corporation COM 70438V106   3,940,111 36,469 SH   SOLE   28,436 0 8,033
Paypal Holdings Inc. COM 70450Y103   41,420,096 915,766 SH   SOLE   815,652 0 100,114
Pediatrix Medical Group Inc COM 58502B106   423,501 19,799 SH   SOLE   9,890 0 9,909
Perdoceo Education Corp. COM 71363P106   5,962,679 160,244 SH   SOLE   124,947 0 35,297
Professionally Managed Portfolios AKRE FOCUS ETF AKRE FOCUS ETF 74316P579   433,581 8,204 SH   SOLE   8,204 0 0
Pulte Group Inc COM 745867101   29,656,890 252,163 SH   SOLE   222,419 0 29,744
QUALCOMM Inc. COM 747525103   56,353,098 437,592 SH   SOLE   376,864 0 60,728
Qualys Inc COM 74758T303   2,884,994 32,840 SH   SOLE   25,625 0 7,215
Radiant Logistics Inc. COM 75025X100   298,229 42,302 SH   SOLE   21,126 0 21,176
Regeneron Pharmaceuticals, Inc. COM 75886F107   66,200,568 85,681 SH   SOLE   69,181 0 16,500
ScanSource Inc. COM 806037107   233,808 6,441 SH   SOLE   3,215 0 3,226
Science Applications International Corp. COM 808625107   10,428,576 109,867 SH   SOLE   96,377 0 13,490
Sensata Technologies Holding PLC SHS G8060N102   4,308,216 122,323 SH   SOLE   95,434 0 26,889
Simply Good Foods Company COM 82900L102   4,333,054 301,955 SH   SOLE   235,442 0 66,513
SiriusXM Holdings Inc COMMON STOCK 829933100   42,486,172 1,840,822 SH   SOLE   1,640,942 0 199,880
Smith(Ao)Corp COM 831865209   5,498,209 83,382 SH   SOLE   80,294 0 3,088
Snap-On Incorporated COM 833034101   38,907,400 107,118 SH   SOLE   91,549 0 15,569
Solventum Corp. COM SHS 83444M101   3,969,718 60,792 SH   SOLE   41,765 0 19,027
SS&C Technologies Holdings Inc. COM 78467J100   37,795,009 559,346 SH   SOLE   493,017 0 66,329
State Street Spdr S&p 500 Etf Trust TR UNIT 78462F103   2,869,950 4,413 SH   SOLE   4,413 0 0
Stride Inc COM 86333M108   1,311,088 14,870 SH   SOLE   11,603 0 3,267
Synchrony Financial COM 87165B103   4,992,600 73,399 SH   SOLE   50,389 0 23,010
Sysco Corporation COM 871829107   35,267,692 494,430 SH   SOLE   435,807 0 58,623
Teekay Tankers Ltd. CL A G8726X106   359,708 4,906 SH   SOLE   2,450 0 2,456
Tennant Co COM 880345103   318,454 4,796 SH   SOLE   2,395 0 2,401
The Cigna Group COM 125523100   49,371,690 185,086 SH   SOLE   166,079 0 19,007
The Procter & Gamble Co. COM 742718109   216,660 1,500 SH   SOLE   1,500 0 0
Timberland Bancorp inc. COM 887098101   405,538 10,285 SH   SOLE   5,135 0 5,150
UFP Industries Inc COM 90278Q108   4,756,524 51,634 SH   SOLE   40,253 0 11,381
United Therapeutics Corporation COM 91307C102   62,065,438 104,667 SH   SOLE   90,468 0 14,199
UnitedHealth Group Inc. COM 91324P102   35,960,329 132,896 SH   SOLE   109,610 0 23,286
Utah Medical Products Inc. COM 917488108   336,978 5,436 SH   SOLE   2,713 0 2,723
V2X Inc COM 92242T101   387,710 5,660 SH   SOLE   2,827 0 2,833
Valmont Industries, Inc. COM 920253101   4,032,061 10,091 SH   SOLE   7,875 0 2,216
Vanguard Bond Index Funds SHORT TRM BOND SHORT TRM BOND 921937827   470,148 5,996 SH   SOLE   5,996 0 0
Vanguard Scottsdale Funds SHORT TERM TREAS SHORT TERM TREAS 92206C102   456,963 7,806 SH   SOLE   7,806 0 0
Vanguard Scottsdale Funds SHRT TRM CORP BD SHRT TRM CORP BD 92206C409   463,535 5,848 SH   SOLE   5,848 0 0
Virtus Investment Partners Inc. COM 92828Q109   236,456 1,760 SH   SOLE   878 0 882
Vontier Corporation COM 928881101   4,444,001 125,289 SH   SOLE   97,756 0 27,533
Walmart Inc COM 931142103   7,080,480 56,972 SH   SOLE   55,005 0 1,967
Wells Fargo & Co. COM 949746101   53,541,148 672,543 SH   SOLE   565,002 0 107,541
Wesco International, Inc. COM 95082P105   34,631,810 126,569 SH   SOLE   111,615 0 14,954
Western New England Bancorp Inc COM 958892101   324,323 25,083 SH   SOLE   13,939 0 11,144
WEX Inc COM 96208T104   3,722,698 24,325 SH   SOLE   18,963 0 5,362
WisdomTree, Inc. COM 97717P104   163,232 11,211 SH   SOLE   5,597 0 5,614
Workday Inc CL A 98138H101   1,870,328 14,396 SH   SOLE   1,965 0 12,431
Xpel Inc. COM 98379L100   336,287 7,598 SH   SOLE   3,794 0 3,804
Yalla Group Limited ADS 98459U103   4,599,260 738,244 SH   SOLE   575,523 0 162,721
Zebra Technologies Corporation CL A 989207105   226,225 1,082 SH   SOLE   1,082 0 0
Zions Bancorporation Natl Assn Global Bank COM 989701107   4,723,400 81,975 SH   SOLE   56,298 0 25,677
Zoom Communications Inc. CL A 98980L101   46,613,498 579,842 SH   SOLE   478,266 0 101,576