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    <nameOfIssuer>ADVISORS INNER CIRCLE FD</nameOfIssuer>
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    <cusip>0075W0163</cusip>
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    <cusip>0076CA104</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
    <titleOfClass>N Y REGISTRY SHS</titleOfClass>
    <cusip>N07059210</cusip>
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    <nameOfIssuer>BANNER CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <nameOfIssuer>BOK FINL CORP</nameOfIssuer>
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    <cusip>05561Q201</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
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    <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135B101</cusip>
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    <nameOfIssuer>CHUBB LTD SWITZ</nameOfIssuer>
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    <nameOfIssuer>EAGLE MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>11523</Sole>
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      <None>156</None>
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      <Sole>6545</Sole>
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      <None>0</None>
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    <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
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    <votingAuthority>
      <Sole>4067</Sole>
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      <None>780</None>
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      <Sole>533330</Sole>
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      <None>8739</None>
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    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
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    <cusip>57636Q104</cusip>
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      <sshPrnamt>81380</sshPrnamt>
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      <Sole>79702</Sole>
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      <None>1678</None>
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    <cusip>G5960L103</cusip>
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      <Sole>565033</Sole>
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      <None>10255</None>
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    <cusip>887399103</cusip>
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      <sshPrnamt>92806</sshPrnamt>
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    <votingAuthority>
      <Sole>92806</Sole>
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      <None>0</None>
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    <cusip>609027107</cusip>
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    <votingAuthority>
      <Sole>16871</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETSTREIT CORP</nameOfIssuer>
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    <cusip>64119V303</cusip>
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      <sshPrnamt>87857</sshPrnamt>
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    <votingAuthority>
      <Sole>87857</Sole>
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      <None>0</None>
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      <sshPrnamt>80862</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79774</Sole>
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      <None>1088</None>
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      <sshPrnamt>90358</sshPrnamt>
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    <votingAuthority>
      <Sole>90358</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOVARTIS AG</nameOfIssuer>
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    <cusip>66987V109</cusip>
    <value>217822</value>
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      <sshPrnamt>1426</sshPrnamt>
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      <Sole>1176</Sole>
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      <None>250</None>
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    <nameOfIssuer>NOVO-NORDISK A S</nameOfIssuer>
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      <sshPrnamt>333293</sshPrnamt>
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      <Sole>330692</Sole>
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      <None>2601</None>
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    <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
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    <cusip>N6596X109</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>31475</Sole>
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      <None>0</None>
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    <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>638679</sshPrnamt>
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    <votingAuthority>
      <Sole>627992</Sole>
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      <None>10687</None>
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    <nameOfIssuer>PACKAGING CORP AMER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695156109</cusip>
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      <sshPrnamt>16513</sshPrnamt>
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    <votingAuthority>
      <Sole>16290</Sole>
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      <None>223</None>
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    <nameOfIssuer>PEPSICO INC</nameOfIssuer>
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    <cusip>713448108</cusip>
    <value>42196175</value>
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      <sshPrnamt>271725</sshPrnamt>
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    <votingAuthority>
      <Sole>266503</Sole>
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      <None>5222</None>
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    <nameOfIssuer>PHREESIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71944F106</cusip>
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      <sshPrnamt>322675</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>321959</Sole>
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      <None>716</None>
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    <nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
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    <cusip>723484101</cusip>
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      <sshPrnamt>35804</sshPrnamt>
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    <votingAuthority>
      <Sole>35314</Sole>
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      <None>490</None>
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    <nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693475105</cusip>
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      <sshPrnamt>235926</sshPrnamt>
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      <Sole>231113</Sole>
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      <None>4813</None>
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    <nameOfIssuer>PROSPERITY BANCSHARES INC</nameOfIssuer>
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      <sshPrnamt>70524</sshPrnamt>
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    <votingAuthority>
      <Sole>70241</Sole>
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      <None>283</None>
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    <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
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    <cusip>74834L100</cusip>
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      <Sole>18415</Sole>
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      <None>260</None>
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    <nameOfIssuer>RAMBUS INC DEL</nameOfIssuer>
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    <cusip>750917106</cusip>
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      <Sole>18494</Sole>
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      <None>0</None>
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    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
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    <cusip>75886F107</cusip>
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      <Sole>57035</Sole>
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      <None>1148</None>
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    <nameOfIssuer>REINSURANCE GROUP AMER INC</nameOfIssuer>
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      <Sole>24016</Sole>
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      <None>282</None>
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    <nameOfIssuer>RENAISSANCERE HLDGS LTD</nameOfIssuer>
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      <Sole>5274</Sole>
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    <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513E101</cusip>
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      <sshPrnamt>5367</sshPrnamt>
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    <votingAuthority>
      <Sole>4545</Sole>
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      <None>822</None>
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    <nameOfIssuer>RYANAIR HOLDINGS PLC</nameOfIssuer>
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      <Sole>230727</Sole>
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      <None>1942</None>
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    <nameOfIssuer>SAIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78709Y105</cusip>
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      <sshPrnamt>7451</sshPrnamt>
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    <votingAuthority>
      <Sole>7387</Sole>
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      <None>64</None>
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    <nameOfIssuer>SAP SE</nameOfIssuer>
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    <cusip>803054204</cusip>
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      <sshPrnamt>58401</sshPrnamt>
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      <Sole>57666</Sole>
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      <None>735</None>
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    <nameOfIssuer>SEMPRA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <value>42310830</value>
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      <sshPrnamt>435431</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>426213</Sole>
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      <None>9218</None>
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    <nameOfIssuer>SLB LIMITED</nameOfIssuer>
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    <cusip>806857108</cusip>
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      <Sole>1112999</Sole>
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      <None>17096</None>
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    <nameOfIssuer>SMURFIT WESTROCK PLC</nameOfIssuer>
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    <cusip>G8267P108</cusip>
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    <votingAuthority>
      <Sole>405447</Sole>
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      <None>2836</None>
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    <nameOfIssuer>SOLVENTUM CORP</nameOfIssuer>
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    <cusip>83444M101</cusip>
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      <sshPrnamt>42259</sshPrnamt>
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    <votingAuthority>
      <Sole>42117</Sole>
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      <None>142</None>
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    <nameOfIssuer>SONY GROUP CORP</nameOfIssuer>
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    <cusip>835699307</cusip>
    <value>12938514</value>
    <shrsOrPrnAmt>
      <sshPrnamt>625049</sshPrnamt>
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    <votingAuthority>
      <Sole>617776</Sole>
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      <None>7273</None>
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    <nameOfIssuer>SOUTHSTATE BK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>84472E102</cusip>
    <value>2821953</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30501</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30158</Sole>
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      <None>343</None>
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    <nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>3225873</value>
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    <votingAuthority>
      <Sole>84892</Sole>
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      <None>971</None>
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    <nameOfIssuer>SPORTRADAR GROUP AG</nameOfIssuer>
    <titleOfClass>CLASS A ORD SHS</titleOfClass>
    <cusip>H8088L103</cusip>
    <value>4538766</value>
    <shrsOrPrnAmt>
      <sshPrnamt>271133</sshPrnamt>
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    <votingAuthority>
      <Sole>269056</Sole>
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      <None>2077</None>
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    <nameOfIssuer>SUNBELT RENTALS HOLDINGS INC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>866966104</cusip>
    <value>17461304</value>
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      <sshPrnamt>268264</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>266247</Sole>
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      <None>2017</None>
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    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>40192315</value>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>363972</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1077</sshPrnamt>
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    <votingAuthority>
      <Sole>870</Sole>
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      <None>207</None>
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    <nameOfIssuer>TE CONNECTIVITY PLC</nameOfIssuer>
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    <cusip>G87052109</cusip>
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      <sshPrnamt>3603</sshPrnamt>
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    <votingAuthority>
      <Sole>3152</Sole>
      <Shared>0</Shared>
      <None>451</None>
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    <nameOfIssuer>TERRENO RLTY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88146M101</cusip>
    <value>1439992</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23445</sshPrnamt>
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    <votingAuthority>
      <Sole>23445</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXAS CAP BANCSHARES INC</nameOfIssuer>
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    <cusip>88224Q107</cusip>
    <value>1633928</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17221</sshPrnamt>
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    <votingAuthority>
      <Sole>17221</Sole>
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      <None>0</None>
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      <Sole>269607</Sole>
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      <None>3611</None>
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      <Sole>28008</Sole>
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      <None>0</None>
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    <nameOfIssuer>U S PHYSICAL THERAPY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90337L108</cusip>
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      <sshPrnamt>18621</sshPrnamt>
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    <votingAuthority>
      <Sole>18621</Sole>
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      <None>0</None>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
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    <value>57310012</value>
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    <votingAuthority>
      <Sole>782313</Sole>
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      <None>14434</None>
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    <nameOfIssuer>UNION PAC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
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      <Sole>238292</Sole>
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      <None>4539</None>
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    <nameOfIssuer>UNITED BANKSHARES INC WEST V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>909907107</cusip>
    <value>1386659</value>
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      <Sole>33478</Sole>
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      <None>0</None>
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    <nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
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    <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
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      <Sole>2023</Sole>
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    <cusip>921943858</cusip>
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      <Sole>3843</Sole>
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      <Sole>1176</Sole>
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      <Sole>31687</Sole>
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    <nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
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    <cusip>97717Y527</cusip>
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      <Sole>19269</Sole>
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      <Sole>80484</Sole>
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      <None>819</None>
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</informationTable>
