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   13,756,393 121,031 SH   SOLE   118,728 0 2,303
ABBVIE INC COM 00287Y109   17,456,666 95,863 SH   SOLE   93,838 0 2,025
ADVANCE AUTO PARTS INC COM 00751Y106   34,331,539 403,473 SH   SOLE   389,754 0 13,719
AIR PRODS & CHEMS INC COM 009158106   10,799,141 44,575 SH   SOLE   43,680 0 895
ALCON AG ORD SHS H01301128   14,252,311 171,117 SH   SOLE   168,559 0 2,558
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   33,006,532 256,043 SH   SOLE   242,508 0 13,535
ALLIANT ENERGY CORP COM 018802108   45,855,284 909,827 SH   SOLE   866,068 0 43,759
ALPHABET INC CAP STK CL A 02079K305   1,154,615 7,650 SH   SOLE   6,500 0 1,150
ALPHABET INC CAP STK CL C 02079K107   953,909 6,265 SH   SOLE   5,000 0 1,265
AMAZON COM INC COM 023135106   515,887 2,860 SH   SOLE   2,860 0 0
AMERICAN EXPRESS CO COM 025816109   11,955,441 52,508 SH   SOLE   51,296 0 1,212
AMERICAN TOWER CORP NEW COM 03027X100   13,851,626 70,103 SH   SOLE   68,571 0 1,532
AMERICOLD REALTY TRUST INC COM 03064D108   25,593,816 1,027,039 SH   SOLE   980,036 0 47,003
AMGEN INC COM 031162100   351,135 1,235 SH   SOLE   1,235 0 0
ANALOG DEVICES INC COM 032654105   67,665,036 342,105 SH   SOLE   330,098 0 12,007
AON PLC SHS CL A G0403H108   2,514,914 7,536 SH   SOLE   7,536 0 0
APPLE INC COM 037833100   5,487,885 32,003 SH   SOLE   31,078 0 925
APPLIED MATLS INC COM 038222105   12,032,230 58,344 SH   SOLE   57,300 0 1,044
ASTRAZENECA PLC SPONSORED ADR 046353108   11,527,242 170,144 SH   SOLE   167,564 0 2,580
AUTODESK INC COM 052769106   40,294,670 154,730 SH   SOLE   148,461 0 6,269
AVERY DENNISON CORP COM 053611109   45,872,059 205,474 SH   SOLE   197,575 0 7,899
AVIAT NETWORKS INC COM NEW 05366Y201   1,330,283 34,697 SH   SOLE   34,234 0 463
BECTON DICKINSON & CO COM 075887109   370,680 1,498 SH   SOLE   1,498 0 0
BERKLEY W R CORP COM 084423102   85,630,503 968,233 SH   SOLE   932,654 0 35,579
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   16,978,216 40,374 SH   SOLE   39,699 0 675
BIO RAD LABS INC CL A 090572207   34,597,738 100,031 SH   SOLE   96,003 0 4,028
BOEING CO COM 097023105   747,456 3,873 SH   SOLE   3,798 0 75
BOOT BARN HLDGS INC COM 099406100   2,186,071 22,975 SH   SOLE   22,715 0 260
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   68,222,939 459,599 SH   SOLE   442,798 0 16,801
BOSTON SCIENTIFIC CORP COM 101137107   70,257,441 1,025,806 SH   SOLE   989,037 0 36,769
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   42,260,854 206,291 SH   SOLE   197,769 0 8,522
BWX TECHNOLOGIES INC COM 05605H100   48,440,549 472,038 SH   SOLE   452,863 0 19,175
CANADIAN PACIFIC KANSAS CITY COM 13646K108   578,630 6,563 SH   SOLE   6,563 0 0
CASEYS GEN STORES INC COM 147528103   64,987,810 204,075 SH   SOLE   195,614 0 8,461
CATERPILLAR INC COM 149123101   412,967 1,127 SH   SOLE   1,127 0 0
CAVCO INDS INC DEL COM 149568107   1,975,746 4,951 SH   SOLE   4,881 0 70
CBOE GLOBAL MKTS INC COM 12503M108   84,138,050 457,944 SH   SOLE   440,721 0 17,223
CHARLES RIV LABS INTL INC COM 159864107   28,737,148 106,061 SH   SOLE   101,541 0 4,520
CHEVRON CORP NEW COM 166764100   23,899,566 151,512 SH   SOLE   148,813 0 2,699
CHORD ENERGY CORPORATION COM NEW 674215207   24,850,852 139,424 SH   SOLE   139,247 0 177
CHUBB LIMITED COM H1467J104   21,420,212 82,662 SH   SOLE   80,773 0 1,889
CISCO SYS INC COM 17275R102   2,730,526 54,709 SH   SOLE   52,735 0 1,974
CITI TRENDS INC COM 17306X102   1,273,482 46,940 SH   SOLE   46,305 0 635
CITIGROUP INC COM NEW 172967424   362,681 5,735 SH   SOLE   5,305 0 430
CLOROX CO DEL COM 189054109   2,442,843 15,955 SH   SOLE   15,123 0 832
CME GROUP INC COM 12572Q105   18,513,324 85,992 SH   SOLE   84,175 0 1,817
CNH INDL N V SHS N20944109   8,685,939 670,211 SH   SOLE   658,592 0 11,619
COCA COLA CO COM 191216100   1,918,046 31,351 SH   SOLE   31,051 0 300
COLGATE PALMOLIVE CO COM 194162103   2,580,859 28,660 SH   SOLE   28,320 0 340
COMCAST CORP NEW CL A 20030N101   15,697,564 362,112 SH   SOLE   354,551 0 7,561
COMMUNITY BK SYS INC COM 203607106   1,501,475 31,261 SH   SOLE   30,829 0 432
COMMUNITY HEALTHCARE TR INC COM 20369C106   897,284 33,796 SH   SOLE   33,363 0 433
CONOCOPHILLIPS COM 20825C104   736,442 5,786 SH   SOLE   5,386 0 400
CONSTELLATION BRANDS INC CL A 21036P108   320,133 1,178 SH   SOLE   1,178 0 0
CORPAY INC COM SHS 219948106   14,261,837 46,224 SH   SOLE   46,224 0 0
CORTEVA INC COM 22052L104   9,734,752 168,801 SH   SOLE   164,799 0 4,002
CRANE NXT CO COM 224441105   1,230,820 19,884 SH   SOLE   19,617 0 267
CRH PLC ORD G25508105   61,256,252 710,135 SH   SOLE   684,044 0 26,091
CROWN CASTLE INC COM 22822V101   35,791,032 338,194 SH   SOLE   324,346 0 13,848
CVS HEALTH CORP COM 126650100   14,136,458 177,237 SH   SOLE   173,099 0 4,138
DAKTRONICS INC COM 234264109   1,450,266 145,609 SH   SOLE   143,698 0 1,911
DIAGEO PLC SPON ADR NEW 25243Q205   8,723,005 58,646 SH   SOLE   57,943 0 703
DIAMONDBACK ENERGY INC COM 25278X109   84,000,715 423,882 SH   SOLE   408,282 0 15,600
DOLLAR GEN CORP NEW COM 256677105   790,998 5,069 SH   SOLE   4,984 0 85
DOUGLAS DYNAMICS INC COM 25960R105   1,744,936 72,344 SH   SOLE   71,379 0 965
DOW INC COM 260557103   2,324,099 40,119 SH   SOLE   38,495 0 1,624
DREAM FINDERS HOMES INC COM CL A 26154D100   893,404 20,430 SH   SOLE   20,430 0 0
EATON CORP PLC SHS G29183103   12,998,951 41,573 SH   SOLE   40,382 0 1,191
ELECTRONIC ARTS INC COM 285512109   463,947 3,497 SH   SOLE   3,497 0 0
ELI LILLY & CO COM 532457108   596,695 767 SH   SOLE   767 0 0
ENTERGY CORP NEW COM 29364G103   23,470,909 222,094 SH   SOLE   210,464 0 11,630
EVEREST GROUP LTD COM G3223R108   2,363,638 5,946 SH   SOLE   5,665 0 281
EVERSOURCE ENERGY COM 30040W108   48,070,015 804,250 SH   SOLE   771,495 0 32,755
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   72,713 16,340 SH   SOLE   16,340 0 0
EXPEDITORS INTL WASH INC COM 302130109   47,679,778 392,200 SH   SOLE   376,887 0 15,313
FACTSET RESH SYS INC COM 303075105   681,585 1,500 SH   SOLE   1,500 0 0
FERGUSON PLC NEW SHS G3421J106   37,211,745 170,360 SH   SOLE   164,436 0 5,924
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   3,407,236 75,198 SH   SOLE   71,133 0 4,065
FIDELITY NATL INFORMATION SV COM 31620M106   50,241,553 677,292 SH   SOLE   652,549 0 24,743
FIRST AMERN FINL CORP COM 31847R102   60,064,914 983,864 SH   SOLE   947,039 0 36,825
FIRST LONG IS CORP COM 320734106   1,719,215 155,024 SH   SOLE   152,914 0 2,110
FISERV INC COM 337738108   1,285,806 8,045 SH   SOLE   7,935 0 110
FLUOR CORP NEW COM 343412102   65,779,574 1,555,808 SH   SOLE   1,497,171 0 58,637
FREEPORT-MCMORAN INC CL B 35671D857   8,017,147 170,505 SH   SOLE   167,457 0 3,048
GARTNER INC COM 366651107   36,580,687 76,742 SH   SOLE   73,715 0 3,027
GENUINE PARTS CO COM 372460105   41,825,000 269,961 SH   SOLE   259,003 0 10,958
GIBRALTAR INDS INC COM 374689107   1,435,930 17,831 SH   SOLE   17,582 0 249
GLOBE LIFE INC COM 37959E102   48,264,614 414,751 SH   SOLE   398,965 0 15,786
GLOBUS MED INC CL A 379577208   22,370,691 417,052 SH   SOLE   400,246 0 16,806
GOLDMAN SACHS GROUP INC COM 38141G104   18,313,000 43,844 SH   SOLE   43,086 0 758
HALLIBURTON CO COM 406216101   26,395,572 669,598 SH   SOLE   645,076 0 24,522
HAWKINS INC COM 420261109   1,728,384 22,505 SH   SOLE   22,203 0 302
HELEN OF TROY LTD COM G4388N106   1,189,623 10,323 SH   SOLE   10,187 0 136
HERSHEY CO COM 427866108   51,292,531 263,715 SH   SOLE   252,841 0 10,874
HESS CORP COM 42809H107   309,456 2,027 SH   SOLE   2,027 0 0
HILLMAN SOLUTIONS CORP COM 431636109   1,576,252 148,144 SH   SOLE   146,101 0 2,043
HINGHAM INSTN SVGS MASS COM 433323102   865,322 4,960 SH   SOLE   4,890 0 70
HOLOGIC INC COM 436440101   2,831,897 36,325 SH   SOLE   36,325 0 0
HOME DEPOT INC COM 437076102   484,870 1,264 SH   SOLE   1,264 0 0
HUBBELL INC COM 443510607   55,751,370 134,324 SH   SOLE   128,275 0 6,049
HUNTSMAN CORP COM 447011107   474,171 18,216 SH   SOLE   16,096 0 2,120
ICF INTL INC COM 44925C103   1,864,649 12,379 SH   SOLE   12,261 0 118
IDACORP INC COM 451107106   14,215,593 153,037 SH   SOLE   149,622 0 3,415
ILLINOIS TOOL WKS INC COM 452308109   701,415 2,614 SH   SOLE   2,614 0 0
INSIGHT ENTERPRISES INC COM 45765U103   709,985 3,827 SH   SOLE   3,763 0 64
INTEL CORP COM 458140100   526,065 11,910 SH   SOLE   11,910 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,598,853 70,033 SH   SOLE   69,629 0 404
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870   413,123 17,380 SH   SOLE   17,380 0 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   572,418 21,560 SH   SOLE   21,560 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   2,749,838 15,353 SH   SOLE   15,353 0 0
ISHARES TR FLTG RATE NT ETF 46429B655   1,339,100 26,226 SH   SOLE   26,226 0 0
ISHARES TR GLB INFRASTR ETF 464288372   904,685 18,998 SH   SOLE   18,998 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   17,654,283 344,272 SH   SOLE   344,272 0 0
ISHARES TR IBONDS DEC25 ETF 46434VBD1   267,948 10,800 SH   SOLE   10,800 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   325,962 3,900 SH   SOLE   3,900 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,155,660 7,277 SH   SOLE   7,277 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   16,705,354 176,477 SH   SOLE   176,339 0 138
ISHARES TR ISHS 5-10YR INVT 464288638   15,209,132 294,751 SH   SOLE   294,751 0 0
ISHARES TR CORE S&P500 ETF 464287200   634,030 1,206 SH   SOLE   1,206 0 0
ISHARES TR IBOXX INV CP ETF 464287242   5,398,729 49,566 SH   SOLE   49,566 0 0
ISHARES TR IBONDS 27 ETF 46435UAA9   267,155 11,225 SH   SOLE   11,225 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,594,606 19,968 SH   SOLE   19,968 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   17,888,240 142,729 SH   SOLE   142,729 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,315,334 13,430 SH   SOLE   13,430 0 0
ISHARES TR IBDS DEC28 ETF 46435U515   262,125 10,525 SH   SOLE   10,525 0 0
ISHARES TR RUS MID CAP ETF 464287499   2,777,493 33,030 SH   SOLE   33,030 0 0
ISHARES TR RUS TP200 VL ETF 464289420   283,910 3,720 SH   SOLE   3,720 0 0
ISHARES TR MSCI ACWI ETF 464288257   798,993 7,255 SH   SOLE   7,255 0 0
ISHARES TR RUS 1000 ETF 464287622   5,266,425 18,284 SH   SOLE   18,284 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   19,042,940 232,856 SH   SOLE   232,856 0 0
ISHARES TR SHORT TREAS BD 464288679   49,703,417 449,642 SH   SOLE   449,347 0 295
ISHARES TR 3 7 YR TREAS BD 464288661   32,786,607 283,107 SH   SOLE   283,107 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,740,611 22,542 SH   SOLE   22,542 0 0
ISHARES TR S&P MC 400VL ETF 464287705   210,958 1,783 SH   SOLE   1,783 0 0
ISHARES TR IBONDS DEC2026 46435GAA0   267,716 11,225 SH   SOLE   11,225 0 0
ISHARES TR CORE MSCI EAFE 46432F842   361,229 4,867 SH   SOLE   4,867 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853   1,464,291 54,233 SH   SOLE   54,233 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   624,264 41,260 SH   SOLE   41,260 0 0
JOHNSON & JOHNSON COM 478160104   19,777,458 125,023 SH   SOLE   122,122 0 2,901
JPMORGAN CHASE & CO COM 46625H100   35,203,989 175,756 SH   SOLE   171,989 0 3,767
KELLANOVA COM 487836108   38,388,788 670,078 SH   SOLE   642,670 0 27,408
KENVUE INC COM 49177J102   10,458,767 487,361 SH   SOLE   475,555 0 11,806
KROGER CO COM 501044101   228,520 4,000 SH   SOLE   4,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   55,821,253 467,476 SH   SOLE   450,878 0 16,598
LINDE PLC SHS G54950103   222,874 480 SH   SOLE   200 0 280
LKQ CORP COM 501889208   37,888,665 709,393 SH   SOLE   680,321 0 29,072
LOCKHEED MARTIN CORP COM 539830109   12,683,452 27,884 SH   SOLE   27,361 0 523
LOWES COS INC COM 548661107   17,713,179 69,537 SH   SOLE   68,408 0 1,129
M & T BK CORP COM 55261F104   59,203,958 407,068 SH   SOLE   391,520 0 15,548
MAGNOLIA OIL & GAS CORP CL A 559663109   2,501,606 96,401 SH   SOLE   95,059 0 1,342
MARATHON PETE CORP COM 56585A102   16,180,115 80,298 SH   SOLE   78,484 0 1,814
MARKEL GROUP INC COM 570535104   68,647,881 45,119 SH   SOLE   43,824 0 1,295
MARRIOTT INTL INC NEW CL A 571903202   762,733 3,023 SH   SOLE   2,973 0 50
MAYVILLE ENGR CO INC COM 578605107   1,695,597 118,325 SH   SOLE   116,758 0 1,567
MCDONALDS CORP COM 580135101   615,215 2,182 SH   SOLE   2,182 0 0
MCKESSON CORP COM 58155Q103   94,086,807 175,257 SH   SOLE   168,522 0 6,735
MEDTRONIC PLC SHS G5960L103   1,110,291 12,740 SH   SOLE   12,060 0 680
MICROSOFT CORP COM 594918104   31,093,428 73,905 SH   SOLE   72,171 0 1,734
MID-AMER APT CMNTYS INC COM 59522J103   44,126,538 335,359 SH   SOLE   323,363 0 11,996
MONDELEZ INTL INC CL A 609207105   14,507,850 207,255 SH   SOLE   203,303 0 3,952
MSA SAFETY INC COM 553498106   1,635,595 8,449 SH   SOLE   8,358 0 91
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   39,309,091 1,003,807 SH   SOLE   962,162 0 41,645
NELNET INC CL A 64031N108   1,223,919 12,931 SH   SOLE   12,743 0 188
NICOLET BANKSHARES INC COM 65406E102   1,886,277 21,936 SH   SOLE   21,641 0 295
NORFOLK SOUTHN CORP COM 655844108   38,200,966 149,884 SH   SOLE   143,646 0 6,238
NOVO-NORDISK A S ADR 670100205   223,416 1,740 SH   SOLE   1,740 0 0
ORACLE CORP COM 68389X105   587,227 4,675 SH   SOLE   4,675 0 0
OTIS WORLDWIDE CORP COM 68902V107   9,269,981 93,381 SH   SOLE   91,751 0 1,630
PARKER-HANNIFIN CORP COM 701094104   9,925,411 17,858 SH   SOLE   17,594 0 264
PAYPAL HLDGS INC COM 70450Y103   1,007,441 15,039 SH   SOLE   14,454 0 585
PEPSICO INC COM 713448108   16,404,847 93,737 SH   SOLE   91,785 0 1,952
PERFICIENT INC COM 71375U101   1,382,370 24,558 SH   SOLE   24,232 0 326
PFIZER INC COM 717081103   424,742 15,306 SH   SOLE   14,786 0 520
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   6,407,917 63,735 SH   SOLE   63,421 0 314
PIONEER NAT RES CO COM 723787107   876,225 3,338 SH   SOLE   3,338 0 0
PJT PARTNERS INC COM CL A 69343T107   1,467,251 15,566 SH   SOLE   15,355 0 211
PNC FINL SVCS GROUP INC COM 693475105   67,677,403 418,796 SH   SOLE   404,116 0 14,680
PORTLAND GEN ELEC CO COM NEW 736508847   37,906,553 902,537 SH   SOLE   864,204 0 38,333
PROCTER AND GAMBLE CO COM 742718109   19,750,689 121,730 SH   SOLE   119,721 0 2,009
PROGRESSIVE CORP COM 743315103   20,720,056 100,184 SH   SOLE   97,981 0 2,203
QUALCOMM INC COM 747525103   16,743,516 98,898 SH   SOLE   96,494 0 2,404
RESMED INC COM 761152107   462,400 2,335 SH   SOLE   2,335 0 0
ROSS STORES INC COM 778296103   1,801,332 12,274 SH   SOLE   12,059 0 215
ROYAL GOLD INC COM 780287108   374,229 3,072 SH   SOLE   3,072 0 0
RPM INTL INC COM 749685103   3,325,812 27,960 SH   SOLE   26,997 0 963
RTX CORPORATION COM 75513E101   20,591,223 211,127 SH   SOLE   206,495 0 4,632
S&P GLOBAL INC COM 78409V104   317,811 747 SH   SOLE   477 0 270
SAFETY INS GROUP INC COM 78648T100   1,089,182 13,252 SH   SOLE   13,033 0 219
SALESFORCE INC COM 79466L302   16,204,365 53,803 SH   SOLE   52,653 0 1,150
SCIENCE APPLICATIONS INTL CO COM 808625107   833,870 6,395 SH   SOLE   6,295 0 100
SENECA FOODS CORP NEW CL A 817070501   1,321,446 23,224 SH   SOLE   22,917 0 307
SHELL PLC SPON ADS 780259305   18,998,928 283,397 SH   SOLE   277,869 0 5,528
SIMPSON MFG INC COM 829073105   1,315,409 6,411 SH   SOLE   6,328 0 83
SKYWEST INC COM 830879102   1,686,381 24,412 SH   SOLE   24,081 0 331
SMITH A O CORP COM 831865209   69,971,687 782,156 SH   SOLE   753,732 0 28,424
SONOCO PRODS CO COM 835495102   1,904,379 32,925 SH   SOLE   31,191 0 1,734
SOUTHERN CO COM 842587107   236,742 3,300 SH   SOLE   3,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   378,180 723 SH   SOLE   723 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   353,314 635 SH   SOLE   635 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   1,342,983 15,088 SH   SOLE   14,878 0 210
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   40,129,029 623,412 SH   SOLE   598,876 0 24,536
STAG INDL INC COM 85254J102   1,244,111 32,365 SH   SOLE   31,828 0 537
STATE STR CORP COM 857477103   485,879 6,284 SH   SOLE   6,284 0 0
STRYKER CORPORATION COM 863667101   1,119,417 3,128 SH   SOLE   3,128 0 0
SUN CMNTYS INC COM 866674104   57,397,809 446,398 SH   SOLE   430,001 0 16,397
TD SYNNEX CORPORATION COM 87162W100   44,516,580 393,604 SH   SOLE   380,081 0 13,523
TE CONNECTIVITY LTD SHS H84989104   50,425,445 347,187 SH   SOLE   334,829 0 12,358
TEXAS INSTRS INC COM 882508104   487,788 2,800 SH   SOLE   2,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   2,671,031 4,617 SH   SOLE   4,401 0 216
THERMO FISHER SCIENTIFIC INC COM 883556102   18,587,485 31,981 SH   SOLE   31,479 0 502
TRANE TECHNOLOGIES PLC SHS G8994E103   59,623,714 198,613 SH   SOLE   191,282 0 7,331
TRANSCAT INC COM 893529107   656,768 5,894 SH   SOLE   5,814 0 80
UFP TECHNOLOGIES INC COM 902673102   1,904,362 7,551 SH   SOLE   7,453 0 98
ULTA BEAUTY INC COM 90384S303   70,578,405 134,980 SH   SOLE   130,074 0 4,906
UNILEVER PLC SPON ADR NEW 904767704   2,594,609 51,696 SH   SOLE   48,927 0 2,769
UNION PAC CORP COM 907818108   16,339,926 66,441 SH   SOLE   65,055 0 1,386
UNITED BANKSHARES INC WEST V COM 909907107   1,832,627 51,205 SH   SOLE   50,553 0 652
UNITEDHEALTH GROUP INC COM 91324P102   14,671,324 29,657 SH   SOLE   29,138 0 519
UNITIL CORP COM 913259107   1,340,945 25,615 SH   SOLE   25,248 0 367
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   956,555 25,944 SH   SOLE   25,589 0 355
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   3,107,588 40,532 SH   SOLE   40,532 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   334,098 4,600 SH   SOLE   4,600 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   375,907 782 SH   SOLE   782 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   576,978 2,220 SH   SOLE   2,220 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   269,818 3,120 SH   SOLE   3,120 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   1,225,413 5,111 SH   SOLE   5,111 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   276,543 3,535 SH   SOLE   3,535 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   9,182,547 118,776 SH   SOLE   118,361 0 415
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   1,822,237 31,380 SH   SOLE   31,070 0 310
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   7,352,951 91,330 SH   SOLE   90,950 0 380
VISA INC COM CL A 92826C839   14,845,194 53,193 SH   SOLE   52,341 0 852
VONTIER CORPORATION COM 928881101   66,312,161 1,461,908 SH   SOLE   1,405,080 0 56,828
WALMART INC COM 931142103   15,863,832 263,650 SH   SOLE   257,064 0 6,586
WATERS CORP COM 941848103   391,790 1,138 SH   SOLE   1,138 0 0
WATSCO INC COM 942622200   55,203,382 127,794 SH   SOLE   122,832 0 4,962
WINMARK CORP COM 974250102   1,126,696 3,115 SH   SOLE   3,065 0 50
XCEL ENERGY INC COM 98389B100   27,444,166 510,589 SH   SOLE   488,523 0 22,066
XPO INC COM 983793100   381,954 3,130 SH   SOLE   3,045 0 85