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
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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
AAON INC COM PAR $0.004 000360206 BBG000C2LZP3 70,220,243 848,583 SH   SOLE   848,583 0 0
ABBOTT LABORATORIES COM 002824100 BBG000B9ZXB4 128,719,330 1,253,719 SH   SOLE   1,253,719 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RY4 67,395,801 309,880 SH   SOLE   309,880 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG000G7CDN9 7,396,107 53,935 SH   SOLE   53,935 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 367,623,332 2,679,861 SH   SOLE   2,624,064 0 55,797
AIRBNB INC COM CL A 009066101 BBG001Y2XS07 108,056,154 855,687 SH   SOLE   835,851 0 19,836
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 936,979,998 3,266,332 SH   SOLE   3,201,499 0 64,833
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 5,341,139 18,574 SH   SOLE   18,574 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 760,194,039 3,650,041 SH   SOLE   3,579,130 0 70,911
AMENTUM HOLDINGS INC COM 023939101 BBG01NY7B734 8,705,243 333,790 SH   SOLE   333,790 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 174,925,211 1,334,492 SH   SOLE   1,326,292 0 8,200
AMETEK INC COM 031100100 BBG000B9XG87 42,637,705 198,907 SH   SOLE   198,907 0 0
AMPHENOL CORP CL A 032095101 BBG000B9YJ35 503,727,252 3,986,761 SH   SOLE   3,938,648 0 48,113
AON PLC SHS CL A G0403H108 BBG00SSQFPK6 412,218,465 1,277,088 SH   SOLE   1,252,249 0 24,839
APPLE INC COM 037833100 BBG000B9XRY4 972,777 3,833 SH   SOLE   3,833 0 0
APTARGROUP INC COM 038336103 BBG000BGX2S0 82,829,543 657,273 SH   SOLE   657,273 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 BBG011C6KJG8 23,857,592 648,128 SH   SOLE   648,128 0 0
BARRETT BUSINESS SVCS INC COM 068463108 BBG000BHJSC4 49,658,874 1,701,812 SH   SOLE   1,701,812 0 0
BECTON DICKINSON & CO COM 075887109 BBG000BCZYD3 55,851,398 355,221 SH   SOLE   355,221 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG000DWCFL4 365,533,260 509 SH   SOLE   509 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWG505 26,195,947 54,666 SH   SOLE   32,427 0 22,239
BIO RAD LABS INC CL A 090572207 BBG000DY28W5 52,623,540 188,784 SH   SOLE   188,784 0 0
BK TECHNOLOGIES CORPORATION COM NEW 05587G203 BBG00NKSM4N7 8,724,546 116,904 SH   SOLE   116,904 0 0
BLOCK INC CL A 852234103 BBG0018SLC07 10,715,470 178,057 SH   SOLE   178,057 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 238,733,565 56,702 SH   SOLE   55,377 0 1,325
BORGWARNER INC COM 099724106 BBG000BJ49H3 45,267,707 834,274 SH   SOLE   834,274 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 37,001,102 589,659 SH   SOLE   578,759 0 10,900
BRINKS CO COM 109696104 BBG000DR5QP5 1,514,449 14,614 SH   SOLE   14,614 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86F25 150,128,787 734,162 SH   SOLE   734,162 0 0
CACI INTL INC CL A 127190304 BBG000KQY8Y7 121,939,461 224,207 SH   SOLE   224,207 0 0
CARLISLE COS INC COM 142339100 BBG000BGGBT8 5,416,988 16,237 SH   SOLE   16,237 0 0
CDW CORP COM 12514G108 BBG001P63B80 127,251,925 1,051,495 SH   SOLE   1,023,502 0 27,993
CENCORA INC COM 03073E105 BBG000MDCQC2 323,929,545 1,031,163 SH   SOLE   1,020,328 0 10,835
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLHL9 3,303,410 23,234 SH   SOLE   23,234 0 0
CME GROUP INC COM 12572Q105 BBG000BHLYP4 304,594,160 1,031,299 SH   SOLE   1,018,909 0 12,390
COGNEX CORP COM 192422103 BBG000BPBVW5 58,141,920 1,186,812 SH   SOLE   1,186,812 0 0
COMFORT SYS USA INC COM 199908104 BBG000BWN2Y9 7,165,232 5,196 SH   SOLE   5,196 0 0
CORPAY INC COM SHS 219948106 BBG000GPXKX9 149,412,889 513,464 SH   SOLE   501,454 0 12,010
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4L3 4,929,392 18,917 SH   SOLE   18,917 0 0
DANAHER CORP DEL COM 235851102 BBG000BH3JF8 64,239,703 338,817 SH   SOLE   338,817 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSYX9 11,878,081 60,054 SH   SOLE   60,054 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 BBG009R0CT58 19,973,407 423,704 SH   SOLE   423,704 0 0
DORMAN PRODS INC COM 258278100 BBG000BM22F5 26,631,628 255,190 SH   SOLE   255,190 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG000BCG930 55,330,043 189,001 SH   SOLE   189,001 0 0
ENSIGN GROUP INC COM 29358P101 BBG000K1T9L0 34,038,589 168,926 SH   SOLE   168,926 0 0
EOG RES INC COM 26875P101 BBG000BZ9223 1,612,100 11,151 SH   SOLE   11,151 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 BBG003BCFHX4 77,960,505 725,214 SH   SOLE   725,214 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD768 156,757,951 672,031 SH   SOLE   661,545 0 10,486
FTI CONSULTING INC COM 302941109 BBG000K88H58 231,749,889 1,311,025 SH   SOLE   1,297,134 0 13,891
GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHXQ3 125,892,756 581,276 SH   SOLE   581,276 0 0
GARRETT MOTION INC COM 366505105 BBG00HY28P97 3,262,605 179,560 SH   SOLE   179,560 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKS18 66,801,058 2,684,930 SH   SOLE   2,684,930 0 0
HERSHEY CO COM 427866108 BBG000BLHRS2 55,200,408 265,527 SH   SOLE   265,527 0 0
INSPERITY INC COM 45778Q107 BBG000BJ41X2 20,197,339 746,943 SH   SOLE   746,943 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG000LV0836 24,781,158 369,482 SH   SOLE   366,782 0 2,700
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG000C1FB75 327,230,634 2,080,561 SH   SOLE   2,047,036 0 33,525
INTERPARFUMS INC COM 458334109 BBG000GCSWR5 28,237,977 310,854 SH   SOLE   310,854 0 0
ITT INC COM 45073V108 BBG00CVQZQ96 86,543,108 454,223 SH   SOLE   454,223 0 0
JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 88,514,168 362,110 SH   SOLE   362,110 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 327,570,399 1,113,579 SH   SOLE   1,092,655 0 20,924
KASPI KZ JSC SPONSORED ADS 48581R205 BBG00NNN9QQ8 5,391,629 72,791 SH   SOLE   72,791 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JD9Z9 20,442,201 59,832 SH   SOLE   59,832 0 0
KKR & CO INC COM 48251W104 BBG000BCQ6J8 19,502,608 210,839 SH   SOLE   210,839 0 0
KLA CORP COM NEW 482480100 BBG000BMTFR4 13,864,213 9,416 SH   SOLE   9,416 0 0
LEGENCE CORP CL A 52476L109 BBG01WRYRPZ1 7,576,085 134,185 SH   SOLE   134,185 0 0
LPL FINL HLDGS INC COM 50212V100 BBG000P2TYL8 14,657,340 48,723 SH   SOLE   48,723 0 0
LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RT7 6,242,617 8,883 SH   SOLE   8,883 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 602,841,086 3,475,590 SH   SOLE   3,402,119 0 73,471
MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYMH7 150,512,525 255,678 SH   SOLE   255,678 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 225,953,247 452,214 SH   SOLE   446,784 0 5,430
MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 20,073,859 397,975 SH   SOLE   397,975 0 0
MCEWEN INC. COM NEW 58039P305 BBG000BW6CN8 14,433,897 706,851 SH   SOLE   706,851 0 0
MCKESSON CORP COM 58155Q103 BBG000DYGNW7 74,144,045 85,680 SH   SOLE   83,680 0 2,000
MEDLINE INC COM CL A 58507V107 BBG01Y6778L4 16,344,672 367,296 SH   SOLE   367,296 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K59 214,214,680 446,104 SH   SOLE   437,891 0 8,213
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 350,602,980 612,803 SH   SOLE   596,022 0 16,781
MICROSOFT CORP COM 594918104 BBG000BPH459 857,027,949 2,315,228 SH   SOLE   2,268,343 0 46,885
MURPHY USA INC COM 626755102 BBG001Z0Q6T5 2,985,555 6,044 SH   SOLE   6,044 0 0
NETEASE COM INC SPONSORED ADS 64110W102 BBG000BX72V8 58,418,464 521,873 SH   SOLE   511,997 0 9,876
NEWMONT CORP COM 651639106 BBG000BPWXK1 3,437,479 31,755 SH   SOLE   31,755 0 0
NIKE INC CL B 654106103 BBG000C5HS04 56,491,888 1,069,517 SH   SOLE   1,069,517 0 0
NORTHROP GRUMMAN CORP COM 666807102 BBG000BQ2C28 466,216,891 683,362 SH   SOLE   669,857 0 13,505
NOVANTA INC COM 67000B104 BBG000JB24Q5 56,950,634 482,183 SH   SOLE   482,183 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 110,700,387 7,703,576 SH   SOLE   7,587,076 0 116,500
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 165,943,693 951,512 SH   SOLE   929,718 0 21,794
OPENLANE INC COM 48238T109 BBG000VZHLL9 31,618,276 1,084,675 SH   SOLE   1,084,675 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 3,241,466 35,115 SH   SOLE   35,115 0 0
OSI SYSTEMS INC COM 671044105 BBG000BWPR54 175,935,953 662,634 SH   SOLE   662,634 0 0
PATHWARD FINANCIAL INC COM 59100U108 BBG000BKLTP8 23,962,092 268,543 SH   SOLE   268,543 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 3,513,970 34,390 SH   SOLE   34,390 0 0
PROCTER & GAMBLE CO COM 742718109 BBG000BR2TH3 122,952,095 851,233 SH   SOLE   851,233 0 0
RB GLOBAL INC COM 74935Q107 BBG000C1DF05 9,555,382 99,691 SH   SOLE   99,691 0 0
RESMED INC COM 761152107 BBG000L4M7F1 18,857,891 84,007 SH   SOLE   84,007 0 0
ROYAL BK CDA COM 780087102 BBG000BSSC44 241,861 1,495 SH   SOLE   1,495 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 BBG011K4W134 16,910,286 501,194 SH   SOLE   501,194 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 162,952,433 383,111 SH   SOLE   377,096 0 6,015
SAIA INC COM 78709Y105 BBG000P5LMQ0 6,619,520 18,844 SH   SOLE   18,844 0 0
SANDISK CORP COM 80004C200 BBG01R388JG1 19,402,013 30,538 SH   SOLE   30,538 0 0
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 1,403,381 16,947 SH   SOLE   16,947 0 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K357 19,282,272 182,080 SH   SOLE   182,080 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6G2 662,191,248 7,120,336 SH   SOLE   6,982,066 0 138,270
SHERWIN WILLIAMS CO COM 824348106 BBG000BSXQV7 33,194,555 103,555 SH   SOLE   103,555 0 0
SOUTHERN CO COM 842587107 BBG000BT9DW0 330,267,986 3,421,757 SH   SOLE   3,365,557 0 56,200
SPROTT INC COM NEW 852066208 BBG000VX8S02 193,083,908 1,351,182 SH   SOLE   1,351,182 0 0
SPROUTS FMRS MKT INC COM 85208M102 BBG001KFKQM7 9,606,233 124,546 SH   SOLE   124,546 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 45,382,968 134,289 SH   SOLE   134,289 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 BBG00LDC5RK5 66,952,871 7,214,749 SH   SOLE   7,102,879 0 111,870
TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 84,963,235 437,639 SH   SOLE   437,639 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG000BH91G0 169,344,342 965,035 SH   SOLE   949,835 0 15,200
TRADEWEB MKTS INC CL A 892672106 BBG00NK8H8T2 73,719,991 626,551 SH   SOLE   626,551 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 159,236,908 2,213,776 SH   SOLE   2,162,807 0 50,969
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH5208 39,653,882 146,546 SH   SOLE   146,546 0 0
VALVOLINE INC COM 92047W101 BBG003DNHV56 36,582,340 1,086,174 SH   SOLE   1,086,174 0 0
VEEVA SYS INC CL A COM 922475108 BBG001CGB489 965,076 5,494 SH   SOLE   5,494 0 0
VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY23K6 12,141,740 770,415 SH   SOLE   770,415 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG000BCZL41 54,142,696 285,337 SH   SOLE   285,337 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG000HS77T5 137,085,959 2,730,796 SH   SOLE   2,730,796 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 8,218,272 32,797 SH   SOLE   32,797 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 585,363,622 1,936,751 SH   SOLE   1,900,313 0 36,438
WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9T6 8,717,441 341,325 SH   SOLE   341,325 0 0
WATERS CORP COM 941848103 BBG000FQRVM3 418,000,121 1,403,627 SH   SOLE   1,383,736 0 19,891
WAYSTAR HLDG CORP COM 946784105 BBG01JRQSDB9 10,925,905 453,169 SH   SOLE   453,169 0 0
WELLS FARGO & CO COM 949746101 BBG000BWQFY7 371,793,348 4,670,184 SH   SOLE   4,564,933 0 105,251
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS947 3,089,715 177,979 SH   SOLE   177,979 0 0
XPO INC COM 983793100 BBG000L5CJF3 6,422,096 33,010 SH   SOLE   33,010 0 0
ZOETIS INC CL A 98978V103 BBG0039320N9 89,045,583 753,283 SH   SOLE   744,283 0 9,000