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
ACV AUCTIONS INC COM CL A 00091G104   10,146,210 625,537 SH   SOLE   623,623 0 1,914
ADDUS HOMECARE CORP COM 006739106   1,483,647 12,880 SH   SOLE   12,880 0 0
ADVANCED ENERGY INDS COM 007973100   2,252,633 17,001 SH   SOLE   17,001 0 0
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163   4,268,214 135,000 SH   SOLE   135,000 0 0
AIRBNB INC COM CL A 009066101   56,512,489 427,025 SH   SOLE   420,486 0 6,539
ALAMO GROUP INC COM 011311107   1,887,240 8,642 SH   SOLE   8,642 0 0
ALIGN TECHNOLOGY INC COM 016255101   10,032,218 52,988 SH   SOLE   52,841 0 147
ALPHABET INC CAP STK CL A 02079K305   59,400,789 337,064 SH   SOLE   331,521 0 5,543
AMAZON COM INC COM 023135106   59,138,330 269,558 SH   SOLE   264,386 0 5,172
AMDOCS LTD SHS G02602103   8,616,706 94,440 SH   SOLE   94,014 0 426
AMERICAN ELEC PWR CO INC COM 025537101   33,294,198 320,877 SH   SOLE   315,440 0 5,437
AMERICAN EXPRESS CO COM 025816109   33,259,088 104,267 SH   SOLE   102,279 0 1,988
AMERICOLD REALTY TRUST INC COM 03064D108   7,719,313 464,180 SH   SOLE   463,115 0 1,065
APPLIED MATLS INC COM 038222105   25,867,974 141,301 SH   SOLE   138,385 0 2,916
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   172,511 16,700 SH   SOLE   16,700 0 0
ASGN INC COM 00191U102   888,305 17,791 SH   SOLE   17,791 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   16,842,814 21,017 SH   SOLE   20,838 0 179
ASTRAZENECA PLC SPONSORED ADR 046353108   18,957,326 271,284 SH   SOLE   269,052 0 2,232
ATMOS ENERGY CORP COM 049560105   8,400,690 54,511 SH   SOLE   54,261 0 250
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,848,388 50,752 SH   SOLE   50,752 0 0
BARCLAYS PLC ADR 06738E204   17,165,411 923,368 SH   SOLE   913,776 0 9,592
BOK FINL CORP COM NEW 05561Q201   8,631,956 88,415 SH   SOLE   88,016 0 399
BORGWARNER INC COM 099724106   9,985,912 298,265 SH   SOLE   297,445 0 820
BRISTOL-MYERS SQUIBB CO COM 110122108   47,176,454 1,019,150 SH   SOLE   1,003,762 0 15,388
CABOT CORP COM 127055101   1,271,925 16,959 SH   SOLE   16,959 0 0
CBOE GLOBAL MKTS INC COM 12503M108   8,374,105 35,908 SH   SOLE   35,733 0 175
CENTENE CORP DEL COM 15135B101   39,465,251 727,068 SH   SOLE   716,487 0 10,581
CHEVRON CORP NEW COM 166764100   37,086,353 259,001 SH   SOLE   254,956 0 4,045
CHUBB LIMITED COM H1467J104   49,055,390 169,320 SH   SOLE   166,300 0 3,020
CME GROUP INC COM 12572Q105   44,432,976 161,211 SH   SOLE   158,574 0 2,637
CNH INDL N V SHS N20944109   15,051,277 1,161,364 SH   SOLE   1,151,778 0 9,586
COMCAST CORP NEW CL A 20030N101   51,784,834 1,450,962 SH   SOLE   1,430,000 0 20,962
CONSTELLATION BRANDS INC CL A 21036P108   28,999,988 178,264 SH   SOLE   175,401 0 2,863
CORTEVA INC COM 22052L104   504,494 6,769 SH   SOLE   6,352 0 417
DALLASNEWS CORPORATION COM SER A 235050101   204,667 47,597 SH   SOLE   47,597 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   68,138,939 1,385,501 SH   SOLE   1,365,260 0 20,241
DIAGEO PLC SPON ADR NEW 25243Q205   52,203,658 517,688 SH   SOLE   510,471 0 7,217
DIODES INC COM 254543101   1,220,119 23,069 SH   SOLE   23,069 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   8,358,334 112,555 SH   SOLE   112,091 0 464
ELEVANCE HEALTH INC COM 036752103   57,974,488 149,050 SH   SOLE   147,083 0 1,967
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,850,953 267,565 SH   SOLE   267,565 0 0
ENI S P A SPONSORED ADR 26874R108   4,456,777 137,470 SH   SOLE   137,470 0 0
EPAM SYS INC COM 29414B104   8,449,697 47,787 SH   SOLE   47,581 0 206
ESSENTIAL UTILS INC COM 29670G102   7,641,481 205,748 SH   SOLE   204,810 0 938
EURONET WORLDWIDE INC COM 298736109   8,717,058 85,984 SH   SOLE   85,621 0 363
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303   9,235,212 164,738 SH   SOLE   163,930 0 808
FIRST AMERN FINL CORP COM 31847R102   1,970,865 32,104 SH   SOLE   32,104 0 0
FLUTTER ENTMT PLC SHS G3643J108   76,979,172 269,384 SH   SOLE   265,931 0 3,453
FRONTDOOR INC COM 35905A109   2,742,655 46,533 SH   SOLE   46,533 0 0
GENTEX CORP COM 371901109   10,145,021 461,347 SH   SOLE   459,894 0 1,453
GLOBUS MED INC CL A 379577208   10,174,989 172,399 SH   SOLE   171,875 0 524
GOLDMAN SACHS GROUP INC COM 38141G104   1,036,854 1,465 SH   SOLE   1,314 0 151
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   16,231,262 3,226,891 SH   SOLE   3,201,828 0 25,063
HALEON PLC SPON ADS 405552100   13,432,821 1,295,354 SH   SOLE   1,282,754 0 12,600
HEALTHCARE SVCS GROUP INC COM 421906108   1,718,440 114,334 SH   SOLE   114,334 0 0
HEALTHSTREAM INC COM 42222N103   1,860,226 67,229 SH   SOLE   67,229 0 0
HF SINCLAIR CORP COM 403949100   8,953,140 217,944 SH   SOLE   217,136 0 808
HUB GROUP INC CL A 443320106   1,312,796 39,270 SH   SOLE   39,270 0 0
HUNT J B TRANS SVCS INC COM 445658107   7,763,016 54,060 SH   SOLE   53,788 0 272
ICON PLC SHS G4705A100   11,520,222 79,204 SH   SOLE   78,397 0 807
IDACORP INC COM 451107106   1,429,156 12,379 SH   SOLE   12,379 0 0
ING GROEP N.V. SPONSORED ADR 456837103   22,163,517 1,013,421 SH   SOLE   1,002,619 0 10,802
INNOVAGE HLDG CORP COM 45784A104   848,652 229,987 SH   SOLE   229,987 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   1,036,866 18,777 SH   SOLE   18,711 0 66
INSPERITY INC COM 45778Q107   947,251 15,756 SH   SOLE   15,756 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   403,817 2,201 SH   SOLE   1,544 0 657
IPG PHOTONICS CORP COM 44980X109   9,251,205 134,759 SH   SOLE   134,314 0 445
ISHARES TR 3 7 YR TREAS BD 464288661   492,914 4,139 SH   SOLE   4,139 0 0
ISHARES TR AGENCY BOND ETF 464288166   871,128 7,941 SH   SOLE   7,941 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   413,056 4,313 SH   SOLE   4,313 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   4,677,364 56,449 SH   SOLE   56,449 0 0
ISHARES TR CORE MSCI EURO 46434V738   258,776 3,909 SH   SOLE   3,909 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   18,860,316 97,103 SH   SOLE   94,076 0 3,027
ISHARES TR CORE S&P MCP ETF 464287507   3,687,151 59,451 SH   SOLE   58,278 0 1,173
ISHARES TR S&P 500 VAL ETF 464287408   234,504 1,200 SH   SOLE   745 0 455
ISHARES TR MSCI EAFE ETF 464287465   7,218,600 80,754 SH   SOLE   78,466 0 2,288
ISHARES TR A RATE CP BD ETF 46429B291   786,442 16,439 SH   SOLE   16,439 0 0
JOHNSON OUTDOORS INC CL A 479167108   971,031 32,079 SH   SOLE   32,079 0 0
JPMORGAN CHASE & CO. COM 46625H100   58,026,066 200,152 SH   SOLE   196,325 0 3,827
LABCORP HOLDINGS INC COM SHS 504922105   66,476,982 253,236 SH   SOLE   249,358 0 3,878
LAMB WESTON HLDGS INC COM 513272104   6,278,102 121,082 SH   SOLE   120,666 0 416
LAUDER ESTEE COS INC CL A 518439104   50,473,013 624,666 SH   SOLE   614,441 0 10,225
LAZARD INC COM 52110M109   7,797,374 162,513 SH   SOLE   161,832 0 681
LINCOLN ELEC HLDGS INC COM 533900106   9,070,457 43,751 SH   SOLE   43,541 0 210
LITTELFUSE INC COM 537008104   8,645,215 38,130 SH   SOLE   37,951 0 179
MARCUS & MILLICHAP INC COM 566324109   1,280,269 41,689 SH   SOLE   41,689 0 0
MARVELL TECHNOLOGY INC COM 573874104   537,930 6,950 SH   SOLE   6,075 0 875
MASCO CORP COM 574599106   7,974,848 123,910 SH   SOLE   123,350 0 560
MASTERCARD INCORPORATED CL A 57636Q104   38,123,133 67,842 SH   SOLE   66,542 0 1,300
MEDTRONIC PLC SHS G5960L103   55,958,084 641,942 SH   SOLE   631,753 0 10,189
MOLINA HEALTHCARE INC COM 60855R100   7,160,324 24,036 SH   SOLE   23,919 0 117
MONARCH CASINO & RESORT INC COM 609027107   2,422,049 28,020 SH   SOLE   28,020 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   210,650 501 SH   SOLE   501 0 0
NETSTREIT CORP COM 64119V303   1,743,418 102,978 SH   SOLE   102,978 0 0
NNN REIT INC COM 637417106   8,621,492 199,664 SH   SOLE   198,871 0 793
NOVARTIS AG SPONSORED ADR 66987V109   278,686 2,303 SH   SOLE   2,026 0 277
NV5 GLOBAL INC COM 62945V109   2,107,771 91,285 SH   SOLE   91,285 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,461,623 29,574 SH   SOLE   29,574 0 0
PACKAGING CORP AMER COM 695156109   8,585,028 45,556 SH   SOLE   45,360 0 196
PHREESIA INC COM 71944F106   10,674,350 375,065 SH   SOLE   373,896 0 1,169
PINNACLE WEST CAP CORP COM 723484101   7,867,187 87,931 SH   SOLE   87,565 0 366
PNC FINL SVCS GROUP INC COM 693475105   43,417,404 232,901 SH   SOLE   228,931 0 3,970
PPG INDS INC COM 693506107   49,260,803 433,062 SH   SOLE   426,343 0 6,719
PROSPERITY BANCSHARES INC COM 743606105   10,058,860 143,207 SH   SOLE   142,835 0 372
QUEST DIAGNOSTICS INC COM 74834L100   8,412,253 46,831 SH   SOLE   46,625 0 206
RAMBUS INC DEL COM 750917106   1,845,312 28,824 SH   SOLE   28,824 0 0
REGENERON PHARMACEUTICALS COM 75886F107   32,796,750 62,470 SH   SOLE   61,475 0 995
REINSURANCE GRP OF AMERICA I COM NEW 759351604   11,385,864 57,400 SH   SOLE   57,156 0 244
RENAISSANCERE HLDGS LTD COM G7496G103   1,903,607 7,837 SH   SOLE   7,837 0 0
ROCKWELL AUTOMATION INC COM 773903109   291,645 878 SH   SOLE   721 0 157
RTX CORPORATION COM 75513E101   39,408,900 269,887 SH   SOLE   264,595 0 5,292
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   15,348,755 266,148 SH   SOLE   263,729 0 2,419
SAP SE SPON ADR 803054204   11,726,096 38,560 SH   SOLE   38,011 0 549
SCHLUMBERGER LTD COM STK 806857108   44,271,341 1,309,803 SH   SOLE   1,293,068 0 16,735
SEMPRA COM 816851109   45,873,052 605,425 SH   SOLE   594,300 0 11,125
SKECHERS U S A INC CL A 830566105   9,436,984 149,556 SH   SOLE   148,819 0 737
SONY GROUP CORP SPONSORED ADR 835699307   16,342,779 627,844 SH   SOLE   620,672 0 7,172
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   11,334,015 403,633 SH   SOLE   402,278 0 1,355
SYSCO CORP COM 871829107   34,811,846 459,623 SH   SOLE   451,424 0 8,199
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,255,054 62,939 SH   SOLE   62,254 0 685
TARGET CORP COM 87612E106   45,819,966 464,470 SH   SOLE   457,356 0 7,114
TE CONNECTIVITY PLC ORD SHS G87052109   31,946,098 189,400 SH   SOLE   185,856 0 3,544
TEXAS CAP BANCSHARES INC COM 88224Q107   2,356,036 29,673 SH   SOLE   29,673 0 0
TEXAS INSTRS INC COM 882508104   44,727,369 215,429 SH   SOLE   211,876 0 3,553
TJX COS INC NEW COM 872540109   24,913,614 201,746 SH   SOLE   197,773 0 3,973
TORO CO COM 891092108   6,696,294 94,741 SH   SOLE   94,263 0 478
TOTALENERGIES SE SPONSORED ADS 89151E109   300,258 4,891 SH   SOLE   4,805 0 86
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   1,518,334 35,025 SH   SOLE   35,025 0 0
TXNM ENERGY INC COM 69349H107   1,577,411 28,008 SH   SOLE   28,008 0 0
U S PHYSICAL THERAPY COM 90337L108   1,603,335 20,503 SH   SOLE   20,503 0 0
UBER TECHNOLOGIES INC COM 90353T100   72,526,382 777,346 SH   SOLE   764,131 0 13,215
UNION PAC CORP COM 907818108   56,144,812 244,023 SH   SOLE   239,873 0 4,150
UNITED BANKSHARES INC WEST V COM 909907107   1,817,675 49,895 SH   SOLE   49,895 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   1,945,525 65,308 SH   SOLE   65,308 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,569,314 10,160 SH   SOLE   10,160 0 0
US BANCORP DEL COM NEW 902973304   42,916,141 948,423 SH   SOLE   932,501 0 15,922
VANGUARD INDEX FDS VALUE ETF 922908744   527,746 2,986 SH   SOLE   2,960 0 26
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   208,714 3,661 SH   SOLE   3,421 0 240
VIASAT INC COM 92552V100   176,879 12,115 SH   SOLE   12,115 0 0
WATERS CORP COM 941848103   8,293,539 23,761 SH   SOLE   23,557 0 204
WEBSTER FINL CORP COM 947890109   8,746,429 160,191 SH   SOLE   159,621 0 570
WELLTOWER INC COM 95040Q104   359,882 2,341 SH   SOLE   1,856 0 485
WEX INC COM 96208T104   7,697,917 52,406 SH   SOLE   52,240 0 166
WEYERHAEUSER CO MTN BE COM NEW 962166104   32,720,762 1,273,677 SH   SOLE   1,252,294 0 21,383
WILLIAMS COS INC COM 969457100   596,883 9,503 SH   SOLE   8,297 0 1,206
WILLSCOT HLDGS CORP COM CL A 971378104   8,304,693 303,091 SH   SOLE   301,920 0 1,171
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   9,778,101 194,357 SH   SOLE   194,357 0 0
WNS HLDGS LTD COM SHS G98196101   1,626,596 25,721 SH   SOLE   25,721 0 0