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   5,049,383 509,524 SH   SOLE   509,219 0 305
ADDUS HOMECARE CORP COM 006739106   1,672,980 14,179 SH   SOLE   14,179 0 0
ADVANCED ENERGY INDS COM 007973100   1,834,279 10,781 SH   SOLE   10,781 0 0
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163   1,715,329 55,000 SH   SOLE   55,000 0 0
AIRBNB INC COM CL A 009066101   46,426,394 382,362 SH   SOLE   376,780 0 5,582
ALAMO GROUP INC COM 011311107   1,649,758 8,642 SH   SOLE   8,642 0 0
ALIGN TECHNOLOGY INC COM 016255101   9,505,575 75,911 SH   SOLE   75,820 0 91
ALPHABET INC CAP STK CL A 02079K305   54,635,996 224,747 SH   SOLE   220,465 0 4,282
AMAZON COM INC COM 023135106   53,966,793 245,784 SH   SOLE   240,751 0 5,033
AMDOCS LTD SHS G02602103   4,848,170 59,088 SH   SOLE   58,662 0 426
AMERICAN EXPRESS CO COM 025816109   32,089,978 96,610 SH   SOLE   94,667 0 1,943
AMERICOLD REALTY TRUST INC COM 03064D108   3,749,504 306,332 SH   SOLE   304,978 0 1,354
AMRIZE LTD SHS H2927K103   45,583,355 939,282 SH   SOLE   923,631 0 15,651
APPLIED MATLS INC COM 038222105   40,514,361 197,882 SH   SOLE   194,196 0 3,686
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   185,203 16,700 SH   SOLE   16,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   20,133,368 20,797 SH   SOLE   20,619 0 178
ASTRAZENECA PLC SPONSORED ADR 046353108   20,777,617 270,824 SH   SOLE   268,617 0 2,207
ATMOS ENERGY CORP COM 049560105   5,425,752 31,776 SH   SOLE   31,526 0 250
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,837,508 40,752 SH   SOLE   40,752 0 0
BARCLAYS PLC ADR 06738E204   18,347,333 887,631 SH   SOLE   878,161 0 9,470
BOK FINL CORP COM NEW 05561Q201   7,094,048 63,658 SH   SOLE   63,259 0 399
BORGWARNER INC COM 099724106   8,376,226 190,542 SH   SOLE   189,706 0 836
BRISTOL-MYERS SQUIBB CO COM 110122108   43,175,809 957,335 SH   SOLE   940,202 0 17,133
CABOT CORP COM 127055101   1,289,732 16,959 SH   SOLE   16,959 0 0
CBOE GLOBAL MKTS INC COM 12503M108   5,164,720 21,059 SH   SOLE   20,884 0 175
CENTENE CORP DEL COM 15135B101   52,520,746 1,471,994 SH   SOLE   1,450,968 0 21,026
CHEVRON CORP NEW COM 166764100   54,355,848 350,028 SH   SOLE   344,282 0 5,746
CHUBB LIMITED COM H1467J104   43,666,615 154,709 SH   SOLE   151,728 0 2,981
CME GROUP INC COM 12572Q105   40,231,291 148,900 SH   SOLE   146,154 0 2,746
CNH INDL N V SHS N20944109   13,993,147 1,289,691 SH   SOLE   1,279,118 0 10,573
COMCAST CORP NEW CL A 20030N101   46,127,388 1,468,090 SH   SOLE   1,446,174 0 21,916
CONSTELLATION BRANDS INC CL A 21036P108   30,599,448 227,218 SH   SOLE   223,780 0 3,438
CORTEVA INC COM 22052L104   358,304 5,298 SH   SOLE   4,881 0 417
DELTA AIR LINES INC DEL COM NEW 247361702   54,350,780 957,723 SH   SOLE   941,922 0 15,801
DIAGEO PLC SPON ADR NEW 25243Q205   44,593,294 467,288 SH   SOLE   460,592 0 6,696
DIODES INC COM 254543101   1,517,709 28,523 SH   SOLE   28,523 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   4,949,601 68,393 SH   SOLE   67,929 0 464
ELEVANCE HEALTH INC FORMERLY COM 036752103   54,213,074 167,780 SH   SOLE   165,916 0 1,864
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,494,942 261,943 SH   SOLE   261,943 0 0
ENI S P A SPONSORED ADR 26874R108   877,769 25,115 SH   SOLE   25,115 0 0
EPAM SYS INC COM 29414B104   4,435,789 29,417 SH   SOLE   29,220 0 197
ESSENTIAL UTILS INC COM 29670G102   5,045,275 126,448 SH   SOLE   125,510 0 938
EURONET WORLDWIDE INC COM 298736109   4,538,284 51,683 SH   SOLE   51,294 0 389
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303   5,396,434 89,212 SH   SOLE   88,451 0 761
FIRST AMERN FINL CORP COM 31847R102   2,062,361 32,104 SH   SOLE   32,104 0 0
FLUTTER ENTMT PLC SHS G3643J108   77,460,348 304,962 SH   SOLE   300,882 0 4,080
FRONTDOOR INC COM 35905A109   1,862,183 27,674 SH   SOLE   27,674 0 0
GENTEX CORP COM 371901109   7,891,087 278,837 SH   SOLE   277,316 0 1,521
GLOBUS MED INC CL A 379577208   6,670,810 116,480 SH   SOLE   116,018 0 462
GOLDMAN SACHS GROUP INC COM 38141G104   992,252 1,246 SH   SOLE   1,095 0 151
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   23,400,601 3,887,143 SH   SOLE   3,856,459 0 30,684
HALEON PLC SPON ADS 405552100   592,047 66,003 SH   SOLE   65,722 0 281
HEALTHCARE SVCS GROUP INC COM 421906108   1,227,799 72,953 SH   SOLE   72,953 0 0
HEALTHSTREAM INC COM 42222N103   1,898,547 67,229 SH   SOLE   67,229 0 0
HF SINCLAIR CORP COM 403949100   5,727,043 109,420 SH   SOLE   108,730 0 690
HUB GROUP INC CL A 443320106   1,543,429 44,815 SH   SOLE   44,815 0 0
HUNT J B TRANS SVCS INC COM 445658107   4,557,621 33,969 SH   SOLE   33,686 0 283
ICON PLC SHS G4705A100   13,830,250 79,030 SH   SOLE   78,293 0 737
IDACORP INC COM 451107106   1,635,885 12,379 SH   SOLE   12,379 0 0
ING GROEP N.V. SPONSORED ADR 456837103   25,470,536 976,631 SH   SOLE   965,952 0 10,679
INTERCONTINENTAL EXCHANGE IN COM 45866F104   367,792 2,183 SH   SOLE   1,526 0 657
ISHARES TR A RATE CP BD ETF 46429B291   795,296 16,408 SH   SOLE   16,408 0 0
ISHARES TR S&P 500 VAL ETF 464287408   220,553 1,068 SH   SOLE   613 0 455
ISHARES TR 7-10 YR TRSY BD 464287440   416,032 4,313 SH   SOLE   4,313 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   28,418,110 139,585 SH   SOLE   135,267 0 4,318
ISHARES TR 3 7 YR TREAS BD 464288661   494,652 4,139 SH   SOLE   4,139 0 0
ISHARES TR CORE MSCI EURO 46434V738   319,210 4,686 SH   SOLE   4,686 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   2,026,796 24,431 SH   SOLE   24,431 0 0
ISHARES TR MSCI EAFE ETF 464287465   7,754,285 83,049 SH   SOLE   80,851 0 2,198
ISHARES TR AGENCY BOND ETF 464288166   875,013 7,928 SH   SOLE   7,928 0 0
ISHARES TR CORE S&P MCP ETF 464287507   4,182,644 64,092 SH   SOLE   62,722 0 1,370
JPMORGAN CHASE & CO. COM 46625H100   54,417,353 172,518 SH   SOLE   168,951 0 3,567
LABCORP HOLDINGS INC COM SHS 504922105   56,800,275 197,869 SH   SOLE   194,563 0 3,306
LAMB WESTON HLDGS INC COM 513272104   4,851,422 83,530 SH   SOLE   82,895 0 635
LATTICE SEMICONDUCTOR CORP COM 518415104   6,780,634 92,480 SH   SOLE   92,111 0 369
LAUDER ESTEE COS INC CL A 518439104   48,144,098 546,347 SH   SOLE   537,828 0 8,519
LAZARD INC COM 52110M109   5,731,697 108,596 SH   SOLE   107,915 0 681
LINCOLN ELEC HLDGS INC COM 533900106   5,804,248 24,612 SH   SOLE   24,402 0 210
LITTELFUSE INC COM 537008104   5,779,549 22,314 SH   SOLE   22,135 0 179
MAGNA INTL INC COM 559222401   210,841 4,450 SH   SOLE   4,450 0 0
MARCUS & MILLICHAP INC COM 566324109   1,223,572 41,689 SH   SOLE   41,689 0 0
MARVELL TECHNOLOGY INC COM 573874104   481,637 5,729 SH   SOLE   4,854 0 875
MASCO CORP COM 574599106   5,173,172 73,493 SH   SOLE   72,933 0 560
MASTERCARD INCORPORATED CL A 57636Q104   35,059,173 61,636 SH   SOLE   60,376 0 1,260
MEDTRONIC PLC SHS G5960L103   56,135,885 589,415 SH   SOLE   579,413 0 10,002
MOLINA HEALTHCARE INC COM 60855R100   3,313,590 17,316 SH   SOLE   17,174 0 142
MONARCH CASINO & RESORT INC COM 609027107   1,785,627 16,871 SH   SOLE   16,871 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   228,645 500 SH   SOLE   500 0 0
NETSTREIT CORP COM 64119V303   1,859,783 102,978 SH   SOLE   102,978 0 0
NNN REIT INC COM 637417106   5,182,557 121,742 SH   SOLE   120,913 0 829
NOV INC COM 62955J103   1,545,202 116,619 SH   SOLE   116,619 0 0
NOVARTIS AG SPONSORED ADR 66987V109   271,099 2,114 SH   SOLE   1,837 0 277
NXP SEMICONDUCTORS N V COM N6596X109   4,562,798 20,036 SH   SOLE   20,036 0 0
PACKAGING CORP AMER COM 695156109   5,754,660 26,406 SH   SOLE   26,210 0 196
PHREESIA INC COM 71944F106   5,663,451 240,793 SH   SOLE   240,250 0 543
PINNACLE WEST CAP CORP COM 723484101   4,819,404 53,752 SH   SOLE   53,373 0 379
PNC FINL SVCS GROUP INC COM 693475105   51,244,383 255,036 SH   SOLE   250,366 0 4,670
PPG INDS INC COM 693506107   43,538,874 414,222 SH   SOLE   407,718 0 6,504
PROSPERITY BANCSHARES INC COM 743606105   6,423,344 96,810 SH   SOLE   96,406 0 404
QUEST DIAGNOSTICS INC COM 74834L100   5,221,511 27,398 SH   SOLE   27,192 0 206
RAMBUS INC DEL COM 750917106   2,474,437 23,747 SH   SOLE   23,747 0 0
REGENERON PHARMACEUTICALS COM 75886F107   33,226,783 59,094 SH   SOLE   58,055 0 1,039
REINSURANCE GRP OF AMERICA I COM NEW 759351604   6,926,094 36,049 SH   SOLE   35,811 0 238
RENAISSANCERE HLDGS LTD COM G7496G103   1,999,445 7,874 SH   SOLE   7,874 0 0
RTX CORPORATION COM 75513E101   26,677,255 159,429 SH   SOLE   155,916 0 3,513
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   15,436,193 256,330 SH   SOLE   253,927 0 2,403
SAP SE SPON ADR 803054204   10,225,325 38,267 SH   SOLE   37,705 0 562
SCHLUMBERGER LTD COM STK 806857108   47,349,934 1,377,653 SH   SOLE   1,358,946 0 18,707
SEMPRA COM 816851109   49,987,489 555,540 SH   SOLE   544,600 0 10,940
SONY GROUP CORP SPONSORED ADR 835699307   17,815,367 618,804 SH   SOLE   611,478 0 7,326
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   6,350,660 236,084 SH   SOLE   234,836 0 1,248
SYSCO CORP COM 871829107   34,853,534 423,288 SH   SOLE   415,238 0 8,050
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   16,528,103 59,179 SH   SOLE   58,530 0 649
TARGET CORP COM 87612E106   43,928,243 489,724 SH   SOLE   481,898 0 7,826
TE CONNECTIVITY PLC ORD SHS G87052109   36,077,780 164,341 SH   SOLE   161,129 0 3,212
TEXAS CAP BANCSHARES INC COM 88224Q107   1,716,804 20,310 SH   SOLE   20,310 0 0
TEXAS INSTRS INC COM 882508104   43,539,784 236,977 SH   SOLE   232,919 0 4,058
TJX COS INC NEW COM 872540109   27,007,299 186,850 SH   SOLE   182,931 0 3,919
TORO CO COM 891092108   4,728,820 62,058 SH   SOLE   61,580 0 478
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   2,243,108 31,025 SH   SOLE   31,025 0 0
TXNM ENERGY INC COM 69349H107   1,583,852 28,008 SH   SOLE   28,008 0 0
U S PHYSICAL THERAPY COM 90337L108   1,836,704 21,621 SH   SOLE   21,621 0 0
UBER TECHNOLOGIES INC COM 90353T100   64,394,505 657,288 SH   SOLE   645,325 0 11,963
UNION PAC CORP COM 907818108   55,067,119 232,970 SH   SOLE   228,754 0 4,216
UNITED BANKSHARES INC WEST V COM 909907107   1,863,663 50,085 SH   SOLE   50,085 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   2,049,788 65,384 SH   SOLE   65,384 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,530,378 10,655 SH   SOLE   10,655 0 0
US BANCORP DEL COM NEW 902973304   34,501,047 713,864 SH   SOLE   700,679 0 13,185
VANGUARD INDEX FDS VALUE ETF 922908744   604,041 3,239 SH   SOLE   3,211 0 28
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   227,756 3,801 SH   SOLE   3,650 0 151
VIASAT INC COM 92552V100   265,019 9,045 SH   SOLE   9,045 0 0
WATERS CORP COM 941848103   4,768,478 15,905 SH   SOLE   15,766 0 139
WEBSTER FINL CORP COM 947890109   5,528,277 93,006 SH   SOLE   92,436 0 570
WELLTOWER INC COM 95040Q104   386,029 2,167 SH   SOLE   1,682 0 485
WEX INC COM 96208T104   6,414,464 40,719 SH   SOLE   40,502 0 217
WEYERHAEUSER CO MTN BE COM NEW 962166104   29,459,940 1,188,380 SH   SOLE   1,166,811 0 21,569
WILLIAMS COS INC COM 969457100   475,188 7,501 SH   SOLE   6,295 0 1,206
WILLSCOT HLDGS CORP COM CL A 971378104   4,246,889 201,179 SH   SOLE   199,951 0 1,228
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   1,268,212 25,228 SH   SOLE   25,228 0 0
WNS HLDGS LTD COM SHS G98196101   1,961,741 25,721 SH   SOLE   25,721 0 0