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
AMERICAN AIRLINES GROUP INC COMMON STOCK 02376R102   177,021 13,819 SH   SOLE   13,819 0 0
APPLE INC COMMON STOCK 037833100   60,406,312 352,820 SH   DFND   352,820 0 0
ABBVIE INC COMMON STOCK 00287Y109   1,832,842 12,296 SH   SOLE   12,296 0 0
ABBOTT LABORATORIES COMMON STOCK 002824100   2,318,202 23,936 SH   SOLE   23,936 0 0
ACCENTURE PLC COMMON STOCK G1151C101   788,044 2,566 SH   SOLE   2,566 0 0
ADOBE INC COMMON STOCK 00724F101   203,960 400 SH   SOLE   400 0 0
ANALOG DEVICES INC COMMON STOCK 032654105   2,587,130 14,776 SH   SOLE   14,776 0 0
AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103   3,784,805 15,732 SH   SOLE   15,732 0 0
ARTHUR J GALLAGHER & CO COMMON STOCK 363576109   19,167,773 84,095 SH   DFND   84,095 0 0
APPLIED MATERIALS INC COMMON STOCK 038222105   902,971 6,522 SH   SOLE   6,522 0 0
AMGEN INC COMMON STOCK 031162100   349,657 1,301 SH   SOLE   1,301 0 0
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106   1,088,274 3,301 SH   SOLE   3,301 0 0
AMAZON.COM INC COMMON STOCK 023135106   2,098,878 16,511 SH   SOLE   16,511 0 0
AON PLC COMMON STOCK G0403H108   90,444,411 278,960 SH   DFND   278,960 0 0
AIR PRODUCTS AND CHEMICALS INC COMMON STOCK 009158106   281,133 992 SH   SOLE   992 0 0
AMPHENOL CORP COMMON STOCK 032095101   408,863 4,868 SH   SOLE   4,868 0 0
ASML HOLDING NV NY REG SHRS N07059210   13,867,064 23,557 SH   DFND   23,557 0 0
ATKORE INC COMMON STOCK 047649108   208,866 1,400 SH   SOLE   1,400 0 0
BROADCOM INC COMMON STOCK 11135F101   1,255,837 1,512 SH   SOLE   1,512 0 0
AUTOZONE INC COMMON STOCK 053332102   48,666,209 19,160 SH   DFND   19,160 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104   336,719 12,298 SH   SOLE   12,298 0 0
BOOZ ALLEN HAMILTON HOLDING CO COMMON STOCK 099502106   20,046,784 183,461 SH   DFND   183,461 0 0
BALL CORP COMMON STOCK 058498106   27,891,734 560,300 SH   DFND   560,300 0 0
ATLANTA BRAVES HOLDINGS INC COMMON STOCK 047726302   3,112,190 87,103 SH   DFND   87,103 0 0
BJ'S WHOLESALE CLUB HOLDINGS INC COMMON STOCK 05550J101   3,689,401 51,694 SH   DFND   51,694 0 0
BLACKROCK INC COMMON STOCK 09247X101   1,711,259 2,647 SH   SOLE   2,647 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108   559,099 9,633 SH   SOLE   9,633 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670702   19,004,476 54,252 SH   SOLE   54,252 0 0
BROWN & BROWN INC COMMON STOCK 115236101   1,063,104 15,222 SH   DFND   15,222 0 0
BLACKSTONE INC COMMON STOCK 09260D107   15,885,005 148,264 SH   SOLE   148,264 0 0
BLACKSTONE MORTGAGE TRUST INC REIT 09257W100   652,500 30,000 SH   SOLE   30,000 0 0
BLACKSTONE SECURED LENDING FUND COMMON STOCK 09261X102   2,368,145 86,555 SH   SOLE   86,555 0 0
CDW CORP COMMON STOCK 12514G108   3,599,197 17,839 SH   DFND   17,839 0 0
CHURCHILL DOWNS INC COMMON STOCK 171484108   2,255,122 19,434 SH   DFND   19,434 0 0
CLEAN HARBORS INC COMMON STOCK 184496107   2,237,436 13,369 SH   DFND   13,369 0 0
COMCAST CORP COMMON STOCK 20030N101   1,372,367 30,951 SH   SOLE   30,951 0 0
CME GROUP INC COMMON STOCK 12572Q105   270,097 1,349 SH   SOLE   1,349 0 0
COCA COLA CO COMMON STOCK 191098102   763,584 1,200 SH   SOLE   1,200 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104   405,403 3,384 SH   SOLE   3,384 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105   223,586,309 395,756 SH   DFND   395,756 0 0
CANADIAN PACIFIC KANSAS CITY LTD COMMON STOCK 13646K108   157,907,172 2,122,123 SH   DFND   2,122,123 0 0
COPART INC COMMON STOCK 217204106   1,449,677 33,643 SH   SOLE   33,643 0 0
CROWDSTRIKE HOLDINGS INC COMMON STOCK 22788C105   869,037 5,192 SH   DFND   5,192 0 0
CISCO SYSTEMS INC COMMON STOCK 17275R102   246,060 4,577 SH   SOLE   4,577 0 0
CSX CORP COMMON STOCK 126408103   130,403,709 4,240,771 SH   DFND   4,240,771 0 0
CINTAS CORP COMMON STOCK 172908105   110,614,022 229,962 SH   DFND   229,962 0 0
CVS HEALTH CORP COMMON STOCK 126650100   1,431,031 20,496 SH   SOLE   20,496 0 0
CHEVRON CORP COMMON STOCK 166764100   1,455,022 8,629 SH   SOLE   8,629 0 0
CASELLA WASTE SYSTEMS INC COMMON STOCK 147448104   3,245,955 42,542 SH   DFND   42,542 0 0
DEERE & CO COMMON STOCK 244199105   36,536,045 96,815 SH   DFND   96,815 0 0
DECKERS OUTDOOR CORP COMMON STOCK 243537107   334,159 650 SH   SOLE   650 0 0
DANAHER CORP COMMON STOCK 235851102   2,142,095 8,634 SH   SOLE   8,634 0 0
DOMINO'S PIZZA INC COMMON STOCK 25754A201   4,505,328 11,894 SH   DFND   11,894 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105   3,083,097 21,527 SH   DFND   21,527 0 0
ISHARES MSCI EAFE ETF ETP 464287465   226,127 3,281 SH   SOLE   3,281 0 0
ENTERPRISE PRODUCTS PARTNERS LP MLP 293792107   1,773,959 64,814 SH   SOLE   64,814 0 0
EATON CORP PLC COMMON STOCK G29183103   24,574,548 115,222 SH   DFND   115,222 0 0
FASTENAL CO COMMON STOCK 311900104   1,647,014 30,143 SH   SOLE   30,143 0 0
FISERV INC COMMON STOCK 337738108   1,456,845 12,897 SH   SOLE   12,897 0 0
FIRST LONG IS CORP COMMON STOCK 320734106   1,854,825 161,149 SH   SOLE   161,149 0 0
FS KKR CAPITAL CORP COMMON STOCK 302635206   394,785 20,050 SH   SOLE   20,050 0 0
GENERAL DYNAMICS CORP COMMON STOCK 369550108   232,019 1,050 SH   SOLE   1,050 0 0
ALPHABET INC COMMON STOCK 02079K107   7,233,159 54,859 SH   SOLE   54,859 0 0
ALPHABET INC COMMON STOCK 02079K305   48,939,023 373,980 SH   DFND   373,980 0 0
HASBRO INC COMMON STOCK 418056107   6,609,040 99,925 SH   SOLE   99,925 0 0
HUNTINGTON BANCSHARES INC COMMON STOCK 446150104   486,023 46,733 SH   SOLE   46,733 0 0
HOME DEPOT INC COMMON STOCK 437076102   203,389,335 673,118 SH   DFND   673,118 0 0
HONEYWELL INTERNATIONAL INC COMMON STOCK 438516106   370,034 2,003 SH   SOLE   2,003 0 0
HERSHEY CO COMMON STOCK 427866108   67,262,694 336,179 SH   DFND   336,179 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101   50,084,855 356,984 SH   DFND   356,984 0 0
IDEXX LABORATORIES INC COMMON STOCK 45168D104   10,621,726 24,291 SH   SOLE   24,291 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETP 464287705   6,365,958 63,073 SH   SOLE   63,073 0 0
ISHARES CORE S&P SMALL-CAP ETF ETP 464287804   4,199,383 44,518 SH   SOLE   44,518 0 0
INTUIT INC COMMON STOCK 461202103   4,692,473 9,184 SH   SOLE   9,184 0 0
ILLINOIS TOOL WORKS INC COMMON STOCK 452308109   326,580 1,418 SH   SOLE   1,418 0 0
ISHARES S&P 500 VALUE ETF ETP 464287408   510,133 3,316 SH   SOLE   3,316 0 0
ISHARES RUSSELL 1000 ETF ETP 464287622   4,991,838 21,250 SH   SOLE   21,250 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETP 464287614   615,235 2,313 SH   SOLE   2,313 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104   1,507,660 9,680 SH   SOLE   9,680 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100   2,250,565 15,519 SH   SOLE   15,519 0 0
KEURIG DR PEPPER INC COMMON STOCK 49271V100   220,422 6,982 SH   SOLE   6,982 0 0
KINSALE CAPITAL GROUP INC COMMON STOCK 49714P108   414,130 1,000 SH   SOLE   1,000 0 0
COCA COLA CO COMMON STOCK 191216100   1,930,134 34,479 SH   SOLE   34,479 0 0
KROGER CO COMMON STOCK 501044101   15,695,973 350,748 SH   DFND   350,748 0 0
LANDS' END INC COMMON STOCK 51509F105   1,929,501 258,300 SH   SOLE   258,300 0 0
LABORATORY CORP OF AMERICA HOLDINGS COMMON STOCK 50540R409   219,547 1,092 SH   SOLE   1,092 0 0
LINDE PLC COMMON STOCK G54950103   2,423,999 6,510 SH   SOLE   6,510 0 0
ELI LILLY & CO COMMON STOCK 532457108   1,667,789 3,105 SH   SOLE   3,105 0 0
LOCKHEED MARTIN CORP COMMON STOCK 539830109   4,134,586 10,110 SH   SOLE   10,110 0 0
LOWE'S COS INC COMMON STOCK 548661107   740,950 3,565 SH   SOLE   3,565 0 0
LAM RESEARCH CORP COMMON STOCK 512807108   522,099 833 SH   SOLE   833 0 0
MASTERCARD INC COMMON STOCK 57636Q104   128,678,273 325,019 SH   DFND   325,019 0 0
MCDONALD'S CORP COMMON STOCK 580135101   10,670,901 40,506 SH   SOLE   40,506 0 0
MOODY'S CORP COMMON STOCK 615369105   65,469,954 207,072 SH   DFND   207,072 0 0
MISTER CAR WASH INC COMMON STOCK 60646V105   2,208,529 400,822 SH   DFND   400,822 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105   724,328 10,437 SH   SOLE   10,437 0 0
MEDTRONIC PLC COMMON STOCK G5960L103   23,603,443 301,218 SH   DFND   301,218 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETP 78467Y107   3,549,463 7,773 SH   SOLE   7,773 0 0
META PLATFORMS INC COMMON STOCK 30303M102   896,427 2,986 SH   SOLE   2,986 0 0
MCCORMICK & CO INC COMMON STOCK 579780206   208,010 2,750 SH   SOLE   2,750 0 0
MARSH & MCLENNAN COS INC COMMON STOCK 571748102   565,001 2,969 SH   SOLE   2,969 0 0
MONSTER BEVERAGE CORP COMMON STOCK 61174X109   49,154,332 928,316 SH   DFND   928,316 0 0
MERCK & CO INC COMMON STOCK 58933Y105   12,789,993 124,235 SH   SOLE   124,235 0 0
MORGAN STANLEY COMMON STOCK 617446448   982,653 12,032 SH   SOLE   12,032 0 0
MSCI INC COMMON STOCK 55354G100   271,932 530 SH   SOLE   530 0 0
MICROSOFT CORP COMMON STOCK 594918104   288,729,062 914,423 SH   DFND   914,423 0 0
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105   124,989,188 112,799 SH   DFND   112,799 0 0
MURPHY USA INC COMMON STOCK 626755102   40,505,599 118,531 SH   DFND   118,531 0 0
MAXCYTE INC COMMON STOCK 57777K106   68,431 21,933 SH   SOLE   21,933 0 0
DUCKHORN PORTFOLIO INC COMMON STOCK 26414D106   3,138,092 305,857 SH   DFND   305,857 0 0
NEXTERA ENERGY INC COMMON STOCK 65339F101   554,911 9,686 SH   SOLE   9,686 0 0
NIKE INC COMMON STOCK 654106103   536,524 5,611 SH   SOLE   5,611 0 0
NEW MOUNTAIN FINANCE CORP COMMON STOCK 647551100   349,909 27,020 SH   SOLE   27,020 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108   673,501 3,420 SH   SOLE   3,420 0 0
NVIDIA CORP COMMON STOCK 67066G104   273,609 629 SH   SOLE   629 0 0
NOVO-NORDISK A S ADR 670100205   3,250,195 35,740 SH   DFND   35,740 0 0
NOVARTIS AG ADR 66987V109   240,491 2,361 SH   SOLE   2,361 0 0
OLD DOMINION FREIGHT LINE INC COMMON STOCK 679580100   8,010,552 19,579 SH   DFND   19,579 0 0
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107   21,780,830 23,965 SH   DFND   23,965 0 0
PEPSICO INC COMMON STOCK 713448108   75,237,460 444,036 SH   DFND   444,036 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109   3,298,624 22,615 SH   SOLE   22,615 0 0
PROGRESSIVE CORP COMMON STOCK 743315103   29,273,755 210,149 SH   DFND   210,149 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105   629,687 5,129 SH   SOLE   5,129 0 0
POOL CORP COMMON STOCK 73278L105   3,239,441 9,097 SH   DFND   9,097 0 0
PPG INDUSTRIES INC COMMON STOCK 693506107   332,937 2,565 SH   SOLE   2,565 0 0
QUALCOMM INC COMMON STOCK 747525103   212,236 1,911 SH   SOLE   1,911 0 0
ROPER TECHNOLOGIES INC COMMON STOCK 776696106   397,110 820 SH   SOLE   820 0 0
RELIANCE STEEL & ALUMINUM CO COMMON STOCK 759509102   231,549 883 SH   SOLE   883 0 0
REPUBLIC SERVICES INC COMMON STOCK 760759100   193,799,206 1,359,899 SH   DFND   1,359,899 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETP 46137V357   368,536 2,601 SH   SOLE   2,601 0 0
RTX CORP COMMON STOCK 75513E101   394,971 5,488 SH   SOLE   5,488 0 0
SABINE ROYALTY TRUST ROYALTY TRST 785688102   597,515 9,067 SH   SOLE   9,067 0 0
STARBUCKS CORP COMMON STOCK 855244109   248,254 2,720 SH   SOLE   2,720 0 0
SHERWIN WILLIAMS CO COMMON STOCK 824348106   239,373,097 938,534 SH   DFND   938,534 0 0
SKYLINE CHAMPION CORP COMMON STOCK 830830105   11,291,567 177,206 SH   DFND   177,206 0 0
S&P GLOBAL INC COMMON STOCK 78409V104   1,730,582 4,736 SH   SOLE   4,736 0 0
SPDR S&P 500 ETF TRUST ETP 78462F103   525,800 1,230 SH   SOLE   1,230 0 0
SEMPRA COMMON STOCK 816851109   251,575 3,698 SH   SOLE   3,698 0 0
STRYKER CORP COMMON STOCK 863667101   879,110 3,217 SH   SOLE   3,217 0 0
TELEDYNE TECHNOLOGIES INC COMMON STOCK 879360105   2,762,001 6,760 SH   DFND   6,760 0 0
TRUIST FINANCIAL CORP COMMON STOCK 89832Q109   467,001 16,323 SH   SOLE   16,323 0 0
TJX COS INC COMMON STOCK 872540109   3,472,275 39,067 SH   SOLE   39,067 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   69,888,410 138,073 SH   DFND   138,073 0 0
TRIMBLE INC COMMON STOCK 896239100   289,713 5,379 SH   SOLE   5,379 0 0
TRACTOR SUPPLY CO COMMON STOCK 892356106   12,187,061 60,020 SH   DFND   60,020 0 0
TORO CO COMMON STOCK 891092108   3,867,807 46,544 SH   DFND   46,544 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104   3,902,423 24,542 SH   SOLE   24,542 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100   248,714 5,408 SH   SOLE   5,408 0 0
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102   30,399,632 60,294 SH   SOLE   60,294 0 0
UNION PACIFIC CORP COMMON STOCK 907818108   37,617,384 184,734 SH   DFND   184,734 0 0
UNITED PARCEL SERVICE INC COMMON STOCK 911312106   416,173 2,670 SH   SOLE   2,670 0 0
US BANCORP COMMON STOCK 902973304   452,856 13,698 SH   SOLE   13,698 0 0
VISA INC COMMON STOCK 92826C839   16,467,566 71,595 SH   DFND   71,595 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETP 921943858   239,717 5,483 SH   SOLE   5,483 0 0
VANGUARD S&P 500 ETF ETP 922908363   251,721 641 SH   SOLE   641 0 0
VERISK ANALYTICS INC COMMON STOCK 92345Y106   434,209 1,838 SH   SOLE   1,838 0 0
VANGUARD TOTAL STOCK MARKET ETF ETP 922908769   9,751,743 45,910 SH   SOLE   45,910 0 0
WATERS CORP COMMON STOCK 941848103   258,306 942 SH   SOLE   942 0 0
WELLS FARGO CO PERP CONV PFD A PREFERRED STOCK 949746804   815,065 731 SH   SOLE   731 0 0
WASTE MANAGEMENT INC COMMON STOCK 94106L109   4,560,700 29,918 SH   SOLE   29,918 0 0
WALMART INC COMMON STOCK 931142103   385,431 2,410 SH   SOLE   2,410 0 0
W R BERKLEY CORP COMMON STOCK 084423102   51,840,791 816,519 SH   DFND   816,519 0 0
SELECT SECTOR SPDR INT-FINL ETP 81369Y605   779,495 23,500 SH   SOLE   23,500 0 0
SELECT SECTOR SPDR INT-UTILS ETP 81369Y886   1,266,995 21,500 SH   SOLE   21,500 0 0
YUM! BRANDS INC COMMON STOCK 988498101   454,032 3,634 SH   SOLE   3,634 0 0
ZOETIS INC COMMON STOCK 98978V103   12,108,312 69,596 SH   SOLE   69,596 0 0