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
ACV AUCTIONS INC COM CL A 00091G104   2,375,104 560,166 SH   SOLE   555,439 0 4,727
ADDUS HOMECARE CORP COM 006739106   1,505,143 16,072 SH   SOLE   16,072 0 0
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163   12,331,880 397,673 SH   SOLE   397,673 0 0
AEGON LTD AMER REG 1 CERT 0076CA104   461,736 63,600 SH   SOLE   63,600 0 0
ALAMO GROUP INC COM 011311107   1,430,290 8,670 SH   SOLE   8,670 0 0
ALCON AG ORD SHS H01301128   17,530,102 232,649 SH   SOLE   230,715 0 1,934
ALIGN TECHNOLOGY INC COM 016255101   11,417,409 66,601 SH   SOLE   66,353 0 248
ALPHABET INC CAP STK CL A 02079K305   53,314,774 185,404 SH   SOLE   181,619 0 3,785
AMAZON COM INC COM 023135106   48,714,145 233,899 SH   SOLE   229,011 0 4,888
AMERICAN EXPRESS CO COM 025816109   45,204,124 149,445 SH   SOLE   146,697 0 2,748
AMERICOLD REALTY TRUST INC COM 03064D108   4,346,377 379,265 SH   SOLE   378,362 0 903
AMRIZE LTD SHS H2927K103   59,168,716 1,056,207 SH   SOLE   1,037,500 0 18,707
APPLIED MATLS INC COM 038222105   50,604,744 148,058 SH   SOLE   145,409 0 2,649
APTIV PLC COM SHS G3265R107   29,160,911 419,944 SH   SOLE   413,119 0 6,825
ASML HLDG NV N Y REGISTRY SHS N07059210   21,698,595 16,428 SH   SOLE   16,305 0 123
ASTRAZENECA PLC ORD G0593M107   26,348,395 133,599 SH   SOLE   132,587 0 1,012
ATMOS ENERGY CORP COM 049560105   3,756,281 20,335 SH   SOLE   20,037 0 298
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,641,618 28,917 SH   SOLE   28,917 0 0
BANNER CORP COM NEW 06652V208   1,325,979 21,852 SH   SOLE   21,852 0 0
BARCLAYS PLC ADR 06738E204   14,836,884 701,176 SH   SOLE   694,417 0 6,759
BOK FINL CORP COM NEW 05561Q201   5,182,844 40,472 SH   SOLE   40,100 0 372
BORGWARNER INC COM 099724106   3,958,701 72,958 SH   SOLE   72,284 0 674
BRISTOL-MYERS SQUIBB CO COM 110122108   57,268,520 944,246 SH   SOLE   926,489 0 17,757
CANADIAN NATL RY CO COM 136375102   409,538 3,985 SH   SOLE   3,985 0 0
CBOE GLOBAL MKTS INC COM 12503M108   3,326,463 11,835 SH   SOLE   11,660 0 175
CENTENE CORP DEL COM 15135B101   31,652,574 966,786 SH   SOLE   950,726 0 16,060
CHEVRON CORPORATION COM 166764100   37,800,009 182,697 SH   SOLE   179,435 0 3,262
CHUBB LTD SWITZ COM H1467J104   34,803,457 106,782 SH   SOLE   104,486 0 2,296
CLOROX CO DEL COM 189054109   3,221,753 31,089 SH   SOLE   30,716 0 373
CME GROUP INC COM 12572Q105   50,659,318 171,523 SH   SOLE   168,269 0 3,254
COMCAST CORP NEW CL A 20030N101   32,483,843 1,131,447 SH   SOLE   1,109,888 0 21,559
CONSTELLATION BRANDS INC CL A 21036P108   40,279,200 268,528 SH   SOLE   263,719 0 4,809
COOPER COS INC COM 216648501   3,296,865 46,110 SH   SOLE   45,619 0 491
CORTEVA INC COM 22052L104   215,804 2,578 SH   SOLE   2,242 0 336
DELTA AIR LINES INC COM NEW 247361702   59,437,242 894,062 SH   SOLE   878,663 0 15,399
DIAGEO PLC SPON ADR NEW 25243Q205   36,729,833 493,349 SH   SOLE   485,930 0 7,419
DIODES INC COM 254543101   1,878,720 27,523 SH   SOLE   27,523 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   3,120,057 51,949 SH   SOLE   51,446 0 503
EAGLE MATLS INC COM 26969P108   1,415,002 7,469 SH   SOLE   7,469 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   54,419,298 185,890 SH   SOLE   182,711 0 3,179
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   5,089,082 263,683 SH   SOLE   263,683 0 0
ENI SPA SPONSORED ADR 26874R108   593,273 10,480 SH   SOLE   10,480 0 0
ESSENTIAL UTILS INC COM 29670G102   3,391,781 84,226 SH   SOLE   83,035 0 1,191
EURONET WORLDWIDE INC COM 298736109   2,542,303 38,305 SH   SOLE   37,782 0 523
FEDEX CORP COM 31428X106   41,589,002 116,764 SH   SOLE   114,435 0 2,329
FIDELITY NATL FINL INC COM SHS 31620R303   2,953,571 63,682 SH   SOLE   62,689 0 993
FIRST AMERN FINL CORP COM 31847R102   1,573,810 26,104 SH   SOLE   26,104 0 0
GENTEX CORP COM 371901109   4,563,110 208,838 SH   SOLE   207,854 0 984
GLOBUS MED INC CL A 379577208   5,006,844 58,111 SH   SOLE   57,587 0 524
GOLDMAN SACHS GROUP INC COM 38141G104   659,026 779 SH   SOLE   641 0 138
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   13,889,685 3,794,996 SH   SOLE   3,780,693 0 14,303
HALEON PLC SPON ADS 405552100   510,680 51,017 SH   SOLE   51,017 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   1,503,358 23,261 SH   SOLE   23,261 0 0
HEALTHCARE SVCS GROUP INC COM 421906108   1,499,768 80,850 SH   SOLE   80,850 0 0
HEALTHSTREAM INC COM 42222N103   1,392,313 67,229 SH   SOLE   67,229 0 0
HF SINCLAIR CORP COM 403949100   3,868,554 62,006 SH   SOLE   61,162 0 844
HONEYWELL INTL INC COM 438516106   57,253,399 253,300 SH   SOLE   248,829 0 4,471
HUB GROUP INC CL A 443320106   1,254,733 34,815 SH   SOLE   34,815 0 0
ICHOR HOLDINGS SHS G4740B105   1,890,082 40,551 SH   SOLE   40,551 0 0
ICON PLC SHS G4705A100   9,632,400 87,045 SH   SOLE   86,187 0 858
IDACORP INC COM 451107106   1,769,826 12,379 SH   SOLE   12,379 0 0
ING GROEP N.V. SPONSORED ADR 456837103   16,429,292 630,683 SH   SOLE   623,830 0 6,853
INGREDION INC COM 457187102   1,436,528 12,751 SH   SOLE   12,751 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   4,104,334 49,707 SH   SOLE   49,707 0 0
ISHARES TR 3 7 YR TREAS BD 464288661   490,885 4,139 SH   SOLE   4,139 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   452,386 4,740 SH   SOLE   4,740 0 0
ISHARES TR A RATE CP BD ETF 46429B291   860,570 18,083 SH   SOLE   18,083 0 0
ISHARES TR AGENCY BOND ETF 464288166   1,062,651 9,686 SH   SOLE   9,686 0 0
ISHARES TR CORE MSCI EURO 46434V738   331,042 4,711 SH   SOLE   4,711 0 0
ISHARES TR CORE S&P MCP ETF 464287507   4,203,135 62,241 SH   SOLE   58,560 0 3,681
ISHARES TR MSCI EAFE ETF 464287465   23,023,695 237,040 SH   SOLE   233,353 0 3,687
ISHARES TR RUS 1000 VAL ETF 464287598   29,972,773 140,276 SH   SOLE   137,467 0 2,809
JPMORGAN CHASE & CO COM 46625H100   46,897,635 159,429 SH   SOLE   155,818 0 3,611
LABCORP HOLDINGS INC COM SHS 504922105   54,857,203 205,604 SH   SOLE   201,893 0 3,711
LAMB WESTON HLDGS INC COM 513272104   2,355,234 55,732 SH   SOLE   55,356 0 376
LATTICE SEMICONDUCTOR CORP COM 518415104   5,965,117 64,307 SH   SOLE   63,819 0 488
LAUDER ESTEE COS INC CL A 518439104   31,197,414 434,686 SH   SOLE   427,073 0 7,613
LAZARD INC COM 52110M109   5,134,303 120,864 SH   SOLE   119,835 0 1,029
LINCOLN ELEC HLDGS INC COM 533900106   2,602,886 10,450 SH   SOLE   10,266 0 184
LITTELFUSE INC COM 537008104   3,963,269 11,679 SH   SOLE   11,523 0 156
MAGNA INTL INC COM 559222401   365,276 6,545 SH   SOLE   6,545 0 0
MARVELL TECHNOLOGY INC COM 573874104   480,095 4,847 SH   SOLE   4,067 0 780
MASCO CORP COM 574599106   32,724,706 542,069 SH   SOLE   533,330 0 8,739
MASTERCARD INCORPORATED CL A 57636Q104   40,662,331 81,380 SH   SOLE   79,702 0 1,678
MEDTRONIC PLC SHS G5960L103   49,848,705 575,288 SH   SOLE   565,033 0 10,255
METALLUS INC COM 887399103   1,516,450 92,806 SH   SOLE   92,806 0 0
MONARCH CASINO & RESORT INC COM 609027107   1,612,868 16,871 SH   SOLE   16,871 0 0
NETSTREIT CORP COM 64119V303   1,654,347 87,857 SH   SOLE   87,857 0 0
NNN REIT INC COM 637417106   3,398,630 80,862 SH   SOLE   79,774 0 1,088
NOV INC COM 62955J103   1,699,634 90,358 SH   SOLE   90,358 0 0
NOVARTIS AG SPONSORED ADR 66987V109   217,822 1,426 SH   SOLE   1,176 0 250
NOVO-NORDISK A S ADR 670100205   12,248,518 333,293 SH   SOLE   330,692 0 2,601
NXP SEMICONDUCTORS N V COM N6596X109   6,196,169 31,475 SH   SOLE   31,475 0 0
ON SEMICONDUCTOR CORP COM 682189105   39,547,004 638,679 SH   SOLE   627,992 0 10,687
PACKAGING CORP AMER COM 695156109   3,504,389 16,513 SH   SOLE   16,290 0 223
PEPSICO INC COM 713448108   42,196,175 271,725 SH   SOLE   266,503 0 5,222
PHREESIA INC COM 71944F106   2,704,017 322,675 SH   SOLE   321,959 0 716
PINNACLE WEST CAP CORP COM 723484101   3,607,253 35,804 SH   SOLE   35,314 0 490
PNC FINL SVCS GROUP INC COM 693475105   49,093,841 235,926 SH   SOLE   231,113 0 4,813
PROSPERITY BANCSHARES INC COM 743606105   4,737,802 70,524 SH   SOLE   70,241 0 283
QUEST DIAGNOSTICS INC COM 74834L100   3,659,927 18,675 SH   SOLE   18,415 0 260
RAMBUS INC DEL COM 750917106   1,591,039 18,494 SH   SOLE   18,494 0 0
REGENERON PHARMACEUTICALS COM 75886F107   44,954,513 58,183 SH   SOLE   57,035 0 1,148
REINSURANCE GROUP AMER INC COM NEW 759351604   4,960,680 24,298 SH   SOLE   24,016 0 282
RENAISSANCERE HLDGS LTD COM G7496G103   1,567,591 5,274 SH   SOLE   5,274 0 0
RTX CORPORATION COM 75513E101   1,035,294 5,367 SH   SOLE   4,545 0 822
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   13,448,268 232,669 SH   SOLE   230,727 0 1,942
SAIA INC COM 78709Y105   2,617,387 7,451 SH   SOLE   7,387 0 64
SAP SE SPON ADR 803054204   9,998,835 58,401 SH   SOLE   57,666 0 735
SEMPRA COM 816851109   42,310,830 435,431 SH   SOLE   426,213 0 9,218
SLB LIMITED COM STK 806857108   58,075,582 1,130,095 SH   SOLE   1,112,999 0 17,096
SMURFIT WESTROCK PLC SHS G8267P108   16,270,078 408,283 SH   SOLE   405,447 0 2,836
SOLVENTUM CORP COM SHS 83444M101   2,759,513 42,259 SH   SOLE   42,117 0 142
SONY GROUP CORP SPONSORED ADR 835699307   12,938,514 625,049 SH   SOLE   617,776 0 7,273
SOUTHSTATE BK CORP COM 84472E102   2,821,953 30,501 SH   SOLE   30,158 0 343
SOUTHWEST AIRLS CO COM 844741108   3,225,873 85,863 SH   SOLE   84,892 0 971
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   4,538,766 271,133 SH   SOLE   269,056 0 2,077
SUNBELT RENTALS HOLDINGS INC SHS 866966104   17,461,304 268,264 SH   SOLE   266,247 0 2,017
SYSCO CORP COM 871829107   40,192,315 563,470 SH   SOLE   552,177 0 11,293
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   363,972 1,077 SH   SOLE   870 0 207
TE CONNECTIVITY PLC ORD SHS G87052109   753,099 3,603 SH   SOLE   3,152 0 451
TERRENO RLTY CORP COM 88146M101   1,439,992 23,445 SH   SOLE   23,445 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   1,633,928 17,221 SH   SOLE   17,221 0 0
TEXAS INSTRS INC COM 882508104   53,291,624 274,501 SH   SOLE   269,607 0 4,894
TJX COS INC NEW COM 872540109   27,329,780 171,132 SH   SOLE   167,521 0 3,611
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   5,660,283 32,256 SH   SOLE   31,980 0 276
TXNM ENERGY INC COM 69349H107   1,637,348 28,008 SH   SOLE   28,008 0 0
U S PHYSICAL THERAPY COM 90337L108   1,395,830 18,621 SH   SOLE   18,621 0 0
UBER TECHNOLOGIES INC COM 90353T100   57,310,012 796,747 SH   SOLE   782,313 0 14,434
UNION PAC CORP COM 907818108   58,915,657 242,831 SH   SOLE   238,292 0 4,539
UNITED BANKSHARES INC WEST V COM 909907107   1,386,659 33,478 SH   SOLE   33,478 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   1,646,329 52,281 SH   SOLE   52,281 0 0
US BANCORP COM NEW 902973304   34,652,599 666,268 SH   SOLE   652,915 0 13,353
VANGUARD INDEX FDS VALUE ETF 922908744   403,387 2,056 SH   SOLE   2,023 0 33
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   246,259 3,843 SH   SOLE   3,843 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103   16,989,255 458,921 SH   SOLE   452,255 0 6,666
WATSCO INC COM 942622200   3,327,587 9,147 SH   SOLE   9,022 0 125
WEBSTER FINL CORP COM 947890109   3,667,181 52,826 SH   SOLE   52,170 0 656
WELLTOWER INC COM 95040Q104   328,396 1,661 SH   SOLE   1,176 0 485
WEX INC COM 96208T104   4,886,720 31,931 SH   SOLE   31,687 0 244
WEYERHAEUSER CO COM NEW 962166104   25,495,734 1,043,624 SH   SOLE   1,021,718 0 21,906
WILLIAMS COS INC COM 969457100   314,337 4,319 SH   SOLE   3,217 0 1,102
WILLSCOT HLDGS CORP COM CL A 971378104   2,803,675 161,502 SH   SOLE   160,548 0 954
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   970,001 19,269 SH   SOLE   19,269 0 0
ZILLOW GROUP INC CL A 98954M101   3,365,131 81,303 SH   SOLE   80,484 0 819