ACV AUCTIONS INC COM CL A 00091G104 10146210 625537 SH SOLE 623623 0 1914 ADDUS HOMECARE CORP COM 006739106 1483647 12880 SH SOLE 12880 0 0 ADVANCED ENERGY INDS COM 007973100 2252633 17001 SH SOLE 17001 0 0 ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 4268214 135000 SH SOLE 135000 0 0 AIRBNB INC COM CL A 009066101 56512489 427025 SH SOLE 420486 0 6539 ALAMO GROUP INC COM 011311107 1887240 8642 SH SOLE 8642 0 0 ALIGN TECHNOLOGY INC COM 016255101 10032218 52988 SH SOLE 52841 0 147 ALPHABET INC CAP STK CL A 02079K305 59400789 337064 SH SOLE 331521 0 5543 AMAZON COM INC COM 023135106 59138330 269558 SH SOLE 264386 0 5172 AMDOCS LTD SHS G02602103 8616706 94440 SH SOLE 94014 0 426 AMERICAN ELEC PWR CO INC COM 025537101 33294198 320877 SH SOLE 315440 0 5437 AMERICAN EXPRESS CO COM 025816109 33259088 104267 SH SOLE 102279 0 1988 AMERICOLD REALTY TRUST INC COM 03064D108 7719313 464180 SH SOLE 463115 0 1065 APPLIED MATLS INC COM 038222105 25867974 141301 SH SOLE 138385 0 2916 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 172511 16700 SH SOLE 16700 0 0 ASGN INC COM 00191U102 888305 17791 SH SOLE 17791 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 16842814 21017 SH SOLE 20838 0 179 ASTRAZENECA PLC SPONSORED ADR 046353108 18957326 271284 SH SOLE 269052 0 2232 ATMOS ENERGY CORP COM 049560105 8400690 54511 SH SOLE 54261 0 250 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1848388 50752 SH SOLE 50752 0 0 BARCLAYS PLC ADR 06738E204 17165411 923368 SH SOLE 913776 0 9592 BOK FINL CORP COM NEW 05561Q201 8631956 88415 SH SOLE 88016 0 399 BORGWARNER INC COM 099724106 9985912 298265 SH SOLE 297445 0 820 BRISTOL-MYERS SQUIBB CO COM 110122108 47176454 1019150 SH SOLE 1003762 0 15388 CABOT CORP COM 127055101 1271925 16959 SH SOLE 16959 0 0 CBOE GLOBAL MKTS INC COM 12503M108 8374105 35908 SH SOLE 35733 0 175 CENTENE CORP DEL COM 15135B101 39465251 727068 SH SOLE 716487 0 10581 CHEVRON CORP NEW COM 166764100 37086353 259001 SH SOLE 254956 0 4045 CHUBB LIMITED COM H1467J104 49055390 169320 SH SOLE 166300 0 3020 CME GROUP INC COM 12572Q105 44432976 161211 SH SOLE 158574 0 2637 CNH INDL N V SHS N20944109 15051277 1161364 SH SOLE 1151778 0 9586 COMCAST CORP NEW CL A 20030N101 51784834 1450962 SH SOLE 1430000 0 20962 CONSTELLATION BRANDS INC CL A 21036P108 28999988 178264 SH SOLE 175401 0 2863 CORTEVA INC COM 22052L104 504494 6769 SH SOLE 6352 0 417 DALLASNEWS CORPORATION COM SER A 235050101 204667 47597 SH SOLE 47597 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 68138939 1385501 SH SOLE 1365260 0 20241 DIAGEO PLC SPON ADR NEW 25243Q205 52203658 517688 SH SOLE 510471 0 7217 DIODES INC COM 254543101 1220119 23069 SH SOLE 23069 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 8358334 112555 SH SOLE 112091 0 464 ELEVANCE HEALTH INC COM 036752103 57974488 149050 SH SOLE 147083 0 1967 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 4850953 267565 SH SOLE 267565 0 0 ENI S P A SPONSORED ADR 26874R108 4456777 137470 SH SOLE 137470 0 0 EPAM SYS INC COM 29414B104 8449697 47787 SH SOLE 47581 0 206 ESSENTIAL UTILS INC COM 29670G102 7641481 205748 SH SOLE 204810 0 938 EURONET WORLDWIDE INC COM 298736109 8717058 85984 SH SOLE 85621 0 363 FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 9235212 164738 SH SOLE 163930 0 808 FIRST AMERN FINL CORP COM 31847R102 1970865 32104 SH SOLE 32104 0 0 FLUTTER ENTMT PLC SHS G3643J108 76979172 269384 SH SOLE 265931 0 3453 FRONTDOOR INC COM 35905A109 2742655 46533 SH SOLE 46533 0 0 GENTEX CORP COM 371901109 10145021 461347 SH SOLE 459894 0 1453 GLOBUS MED INC CL A 379577208 10174989 172399 SH SOLE 171875 0 524 GOLDMAN SACHS GROUP INC COM 38141G104 1036854 1465 SH SOLE 1314 0 151 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 16231262 3226891 SH SOLE 3201828 0 25063 HALEON PLC SPON ADS 405552100 13432821 1295354 SH SOLE 1282754 0 12600 HEALTHCARE SVCS GROUP INC COM 421906108 1718440 114334 SH SOLE 114334 0 0 HEALTHSTREAM INC COM 42222N103 1860226 67229 SH SOLE 67229 0 0 HF SINCLAIR CORP COM 403949100 8953140 217944 SH SOLE 217136 0 808 HUB GROUP INC CL A 443320106 1312796 39270 SH SOLE 39270 0 0 HUNT J B TRANS SVCS INC COM 445658107 7763016 54060 SH SOLE 53788 0 272 ICON PLC SHS G4705A100 11520222 79204 SH SOLE 78397 0 807 IDACORP INC COM 451107106 1429156 12379 SH SOLE 12379 0 0 ING GROEP N.V. SPONSORED ADR 456837103 22163517 1013421 SH SOLE 1002619 0 10802 INNOVAGE HLDG CORP COM 45784A104 848652 229987 SH SOLE 229987 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 1036866 18777 SH SOLE 18711 0 66 INSPERITY INC COM 45778Q107 947251 15756 SH SOLE 15756 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 403817 2201 SH SOLE 1544 0 657 IPG PHOTONICS CORP COM 44980X109 9251205 134759 SH SOLE 134314 0 445 ISHARES TR 3 7 YR TREAS BD 464288661 492914 4139 SH SOLE 4139 0 0 ISHARES TR AGENCY BOND ETF 464288166 871128 7941 SH SOLE 7941 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 413056 4313 SH SOLE 4313 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4677364 56449 SH SOLE 56449 0 0 ISHARES TR CORE MSCI EURO 46434V738 258776 3909 SH SOLE 3909 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 18860316 97103 SH SOLE 94076 0 3027 ISHARES TR CORE S&P MCP ETF 464287507 3687151 59451 SH SOLE 58278 0 1173 ISHARES TR S&P 500 VAL ETF 464287408 234504 1200 SH SOLE 745 0 455 ISHARES TR MSCI EAFE ETF 464287465 7218600 80754 SH SOLE 78466 0 2288 ISHARES TR A RATE CP BD ETF 46429B291 786442 16439 SH SOLE 16439 0 0 JOHNSON OUTDOORS INC CL A 479167108 971031 32079 SH SOLE 32079 0 0 JPMORGAN CHASE & CO. COM 46625H100 58026066 200152 SH SOLE 196325 0 3827 LABCORP HOLDINGS INC COM SHS 504922105 66476982 253236 SH SOLE 249358 0 3878 LAMB WESTON HLDGS INC COM 513272104 6278102 121082 SH SOLE 120666 0 416 LAUDER ESTEE COS INC CL A 518439104 50473013 624666 SH SOLE 614441 0 10225 LAZARD INC COM 52110M109 7797374 162513 SH SOLE 161832 0 681 LINCOLN ELEC HLDGS INC COM 533900106 9070457 43751 SH SOLE 43541 0 210 LITTELFUSE INC COM 537008104 8645215 38130 SH SOLE 37951 0 179 MARCUS & MILLICHAP INC COM 566324109 1280269 41689 SH SOLE 41689 0 0 MARVELL TECHNOLOGY INC COM 573874104 537930 6950 SH SOLE 6075 0 875 MASCO CORP COM 574599106 7974848 123910 SH SOLE 123350 0 560 MASTERCARD INCORPORATED CL A 57636Q104 38123133 67842 SH SOLE 66542 0 1300 MEDTRONIC PLC SHS G5960L103 55958084 641942 SH SOLE 631753 0 10189 MOLINA HEALTHCARE INC COM 60855R100 7160324 24036 SH SOLE 23919 0 117 MONARCH CASINO & RESORT INC COM 609027107 2422049 28020 SH SOLE 28020 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 210650 501 SH SOLE 501 0 0 NETSTREIT CORP COM 64119V303 1743418 102978 SH SOLE 102978 0 0 NNN REIT INC COM 637417106 8621492 199664 SH SOLE 198871 0 793 NOVARTIS AG SPONSORED ADR 66987V109 278686 2303 SH SOLE 2026 0 277 NV5 GLOBAL INC COM 62945V109 2107771 91285 SH SOLE 91285 0 0 NXP SEMICONDUCTORS N V COM N6596X109 6461623 29574 SH SOLE 29574 0 0 PACKAGING CORP AMER COM 695156109 8585028 45556 SH SOLE 45360 0 196 PHREESIA INC COM 71944F106 10674350 375065 SH SOLE 373896 0 1169 PINNACLE WEST CAP CORP COM 723484101 7867187 87931 SH SOLE 87565 0 366 PNC FINL SVCS GROUP INC COM 693475105 43417404 232901 SH SOLE 228931 0 3970 PPG INDS INC COM 693506107 49260803 433062 SH SOLE 426343 0 6719 PROSPERITY BANCSHARES INC COM 743606105 10058860 143207 SH SOLE 142835 0 372 QUEST DIAGNOSTICS INC COM 74834L100 8412253 46831 SH SOLE 46625 0 206 RAMBUS INC DEL COM 750917106 1845312 28824 SH SOLE 28824 0 0 REGENERON PHARMACEUTICALS COM 75886F107 32796750 62470 SH SOLE 61475 0 995 REINSURANCE GRP OF AMERICA I COM NEW 759351604 11385864 57400 SH SOLE 57156 0 244 RENAISSANCERE HLDGS LTD COM G7496G103 1903607 7837 SH SOLE 7837 0 0 ROCKWELL AUTOMATION INC COM 773903109 291645 878 SH SOLE 721 0 157 RTX CORPORATION COM 75513E101 39408900 269887 SH SOLE 264595 0 5292 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 15348755 266148 SH SOLE 263729 0 2419 SAP SE SPON ADR 803054204 11726096 38560 SH SOLE 38011 0 549 SCHLUMBERGER LTD COM STK 806857108 44271341 1309803 SH SOLE 1293068 0 16735 SEMPRA COM 816851109 45873052 605425 SH SOLE 594300 0 11125 SKECHERS U S A INC CL A 830566105 9436984 149556 SH SOLE 148819 0 737 SONY GROUP CORP SPONSORED ADR 835699307 16342779 627844 SH SOLE 620672 0 7172 SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 11334015 403633 SH SOLE 402278 0 1355 SYSCO CORP COM 871829107 34811846 459623 SH SOLE 451424 0 8199 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14255054 62939 SH SOLE 62254 0 685 TARGET CORP COM 87612E106 45819966 464470 SH SOLE 457356 0 7114 TE CONNECTIVITY PLC ORD SHS G87052109 31946098 189400 SH SOLE 185856 0 3544 TEXAS CAP BANCSHARES INC COM 88224Q107 2356036 29673 SH SOLE 29673 0 0 TEXAS INSTRS INC COM 882508104 44727369 215429 SH SOLE 211876 0 3553 TJX COS INC NEW COM 872540109 24913614 201746 SH SOLE 197773 0 3973 TORO CO COM 891092108 6696294 94741 SH SOLE 94263 0 478 TOTALENERGIES SE SPONSORED ADS 89151E109 300258 4891 SH SOLE 4805 0 86 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1518334 35025 SH SOLE 35025 0 0 TXNM ENERGY INC COM 69349H107 1577411 28008 SH SOLE 28008 0 0 U S PHYSICAL THERAPY COM 90337L108 1603335 20503 SH SOLE 20503 0 0 UBER TECHNOLOGIES INC COM 90353T100 72526382 777346 SH SOLE 764131 0 13215 UNION PAC CORP COM 907818108 56144812 244023 SH SOLE 239873 0 4150 UNITED BANKSHARES INC WEST V COM 909907107 1817675 49895 SH SOLE 49895 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1945525 65308 SH SOLE 65308 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 1569314 10160 SH SOLE 10160 0 0 US BANCORP DEL COM NEW 902973304 42916141 948423 SH SOLE 932501 0 15922 VANGUARD INDEX FDS VALUE ETF 922908744 527746 2986 SH SOLE 2960 0 26 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 208714 3661 SH SOLE 3421 0 240 VIASAT INC COM 92552V100 176879 12115 SH SOLE 12115 0 0 WATERS CORP COM 941848103 8293539 23761 SH SOLE 23557 0 204 WEBSTER FINL CORP COM 947890109 8746429 160191 SH SOLE 159621 0 570 WELLTOWER INC COM 95040Q104 359882 2341 SH SOLE 1856 0 485 WEX INC COM 96208T104 7697917 52406 SH SOLE 52240 0 166 WEYERHAEUSER CO MTN BE COM NEW 962166104 32720762 1273677 SH SOLE 1252294 0 21383 WILLIAMS COS INC COM 969457100 596883 9503 SH SOLE 8297 0 1206 WILLSCOT HLDGS CORP COM CL A 971378104 8304693 303091 SH SOLE 301920 0 1171 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 9778101 194357 SH SOLE 194357 0 0 WNS HLDGS LTD COM SHS G98196101 1626596 25721 SH SOLE 25721 0 0