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    <nameOfIssuer>LAZARD INC</nameOfIssuer>
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    <nameOfIssuer>NNN REIT INC</nameOfIssuer>
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    <nameOfIssuer>ENI SPA</nameOfIssuer>
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    <cusip>26874R108</cusip>
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    <nameOfIssuer>ALIGN TECHNOLOGY INC</nameOfIssuer>
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    <cusip>G4740B105</cusip>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
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    <nameOfIssuer>ATMUS FILTRATION TECHNOLOGIE</nameOfIssuer>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
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    <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>UNITED BANKSHARES INC WEST V</nameOfIssuer>
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    <cusip>909907107</cusip>
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    <nameOfIssuer>EAGLE MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26969P108</cusip>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <nameOfIssuer>WILLSCOT HLDGS CORP</nameOfIssuer>
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    <nameOfIssuer>BOK FINL CORP</nameOfIssuer>
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    <cusip>05561Q201</cusip>
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    <nameOfIssuer>DIAGEO PLC</nameOfIssuer>
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    <nameOfIssuer>FEDEX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ADVISORS INNER CIRCLE FD</nameOfIssuer>
    <titleOfClass>CAMBIAR AGGRES</titleOfClass>
    <cusip>0075W0163</cusip>
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    <nameOfIssuer>INGREDION INC</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>14508</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>22052L104</cusip>
    <value>205966</value>
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    <votingAuthority>
      <Sole>2096</Sole>
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      <None>336</None>
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    <nameOfIssuer>GRAB HOLDINGS LIMITED</nameOfIssuer>
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    <cusip>G4124C109</cusip>
    <value>17065018</value>
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    <votingAuthority>
      <Sole>4508233</Sole>
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    <nameOfIssuer>BARCLAYS PLC</nameOfIssuer>
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    <cusip>06738E204</cusip>
    <value>13990353</value>
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    <votingAuthority>
      <Sole>515250</Sole>
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      <None>5612</None>
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    <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>58629330</value>
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      <Sole>1000176</Sole>
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      <None>17341</None>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>1 3 YR TREAS BD</titleOfClass>
    <cusip>464287457</cusip>
    <value>4115279</value>
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      <sshPrnamt>50119</sshPrnamt>
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    <votingAuthority>
      <Sole>50119</Sole>
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      <None>0</None>
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    <nameOfIssuer>ENERGY TRANSFER L P</nameOfIssuer>
    <titleOfClass>COM UT LTD PTN</titleOfClass>
    <cusip>29273V100</cusip>
    <value>3849296</value>
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      <sshPrnamt>201323</sshPrnamt>
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    <votingAuthority>
      <Sole>201323</Sole>
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      <None>0</None>
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    <nameOfIssuer>ZILLOW GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>98954M101</cusip>
    <value>6717070</value>
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      <sshPrnamt>214124</sshPrnamt>
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    <votingAuthority>
      <Sole>212937</Sole>
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      <None>1187</None>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUS 1000 VAL ETF</titleOfClass>
    <cusip>464287598</cusip>
    <value>14020454</value>
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      <sshPrnamt>57833</sshPrnamt>
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    <votingAuthority>
      <Sole>56777</Sole>
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      <None>1056</None>
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    <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
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    <cusip>N07059210</cusip>
    <value>29604857</value>
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      <sshPrnamt>14881</sshPrnamt>
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    <votingAuthority>
      <Sole>14772</Sole>
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      <None>109</None>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>40131561</value>
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    <votingAuthority>
      <Sole>54298</Sole>
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    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>314352105</cusip>
    <value>34365788</value>
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      <Sole>223543</Sole>
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      <None>4045</None>
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    <nameOfIssuer>SOLVENTUM CORP</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>83444M101</cusip>
    <value>3443050</value>
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      <Sole>43986</Sole>
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      <None>642</None>
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    <nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>723484101</cusip>
    <value>3480496</value>
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    <votingAuthority>
      <Sole>32038</Sole>
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      <None>490</None>
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    <nameOfIssuer>TERRENO RLTY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88146M101</cusip>
    <value>1512056</value>
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    <votingAuthority>
      <Sole>23345</Sole>
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    <nameOfIssuer>DOLBY LABORATORIES INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>25659T107</cusip>
    <value>2455591</value>
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      <sshPrnamt>46702</sshPrnamt>
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    <votingAuthority>
      <Sole>46323</Sole>
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      <None>379</None>
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    <nameOfIssuer>HONEYWELL AEROSPACE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43849R105</cusip>
    <value>29291774</value>
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    <votingAuthority>
      <Sole>130400</Sole>
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      <None>2094</None>
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    <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer>
    <titleOfClass>VALUE ETF</titleOfClass>
    <cusip>922908744</cusip>
    <value>641150</value>
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      <sshPrnamt>2942</sshPrnamt>
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    <votingAuthority>
      <Sole>2905</Sole>
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      <None>37</None>
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    <nameOfIssuer>EURONET WORLDWIDE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>298736109</cusip>
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      <Sole>33292</Sole>
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      <None>180</None>
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    <nameOfIssuer>SAP SE</nameOfIssuer>
    <titleOfClass>SPON ADR</titleOfClass>
    <cusip>803054204</cusip>
    <value>9642200</value>
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      <Sole>61915</Sole>
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      <None>652</None>
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    <nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693475105</cusip>
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    <nameOfIssuer>HUB GROUP INC</nameOfIssuer>
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    <cusip>443320106</cusip>
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    <nameOfIssuer>ASTRAZENECA PLC</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G0593M107</cusip>
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    <nameOfIssuer>PHREESIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71944F106</cusip>
    <value>3495482</value>
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      <Sole>335881</Sole>
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      <None>3816</None>
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    <nameOfIssuer>HALOZYME THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40637H109</cusip>
    <value>1811090</value>
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      <Sole>23139</Sole>
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    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
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      <Sole>640</Sole>
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      <None>138</None>
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    <nameOfIssuer>NOVO-NORDISK A S</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>670100205</cusip>
    <value>14091148</value>
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      <Sole>292361</Sole>
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      <None>1572</None>
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    <nameOfIssuer>GOPRO INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>38268T103</cusip>
    <value>52853</value>
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      <sshPrnamt>67934</sshPrnamt>
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      <Sole>67934</Sole>
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      <None>0</None>
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    <nameOfIssuer>DIODES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254543101</cusip>
    <value>2222836</value>
    <shrsOrPrnAmt>
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      <Sole>20311</Sole>
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      <None>0</None>
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    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75886F107</cusip>
    <value>35899068</value>
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      <sshPrnamt>57573</sshPrnamt>
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    <votingAuthority>
      <Sole>56424</Sole>
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      <None>1149</None>
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    <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N6596X109</cusip>
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    <votingAuthority>
      <Sole>10765</Sole>
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      <None>0</None>
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    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>50927035</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99157</sshPrnamt>
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      <Sole>97142</Sole>
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      <None>2015</None>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>A RATE CP BD ETF</titleOfClass>
    <cusip>46429B291</cusip>
    <value>873608</value>
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      <sshPrnamt>18384</sshPrnamt>
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    <votingAuthority>
      <Sole>18384</Sole>
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      <None>0</None>
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    <nameOfIssuer>VANGUARD TAX-MANAGED FDS</nameOfIssuer>
    <titleOfClass>VAN FTSE DEV MKT</titleOfClass>
    <cusip>921943858</cusip>
    <value>835549</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11727</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11633</Sole>
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      <None>94</None>
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    <nameOfIssuer>ALCON AG</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>H01301128</cusip>
    <value>12430409</value>
    <shrsOrPrnAmt>
      <sshPrnamt>185252</sshPrnamt>
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      <Sole>184404</Sole>
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      <None>848</None>
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    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>16349131</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34234</sshPrnamt>
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      <Sole>33791</Sole>
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      <None>443</None>
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    <nameOfIssuer>CBOE GLOBAL MKTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12503M108</cusip>
    <value>2228439</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9183</sshPrnamt>
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      <Sole>9015</Sole>
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      <None>168</None>
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  <infoTable>
    <nameOfIssuer>SEMPRA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <value>39892649</value>
    <shrsOrPrnAmt>
      <sshPrnamt>430295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>421135</Sole>
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      <None>9160</None>
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    <nameOfIssuer>OLLIES BARGAIN OUTLET HLDGS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>681116109</cusip>
    <value>1568890</value>
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      <sshPrnamt>20407</sshPrnamt>
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    <votingAuthority>
      <Sole>20407</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMRIZE LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H2927K103</cusip>
    <value>56537709</value>
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      <sshPrnamt>1060745</sshPrnamt>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
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    <nameOfIssuer>WISDOMTREE TR</nameOfIssuer>
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    <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
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      <None>4906</None>
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      <Sole>29729</Sole>
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      <None>0</None>
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    <cusip>783513203</cusip>
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      <Sole>224438</Sole>
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      <None>1848</None>
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      <Sole>459826</Sole>
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      <None>3328</None>
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    <cusip>371901109</cusip>
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      <sshPrnamt>199755</sshPrnamt>
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      <Sole>197828</Sole>
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      <None>1927</None>
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      <Sole>47698</Sole>
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    <cusip>835699307</cusip>
    <value>12160051</value>
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      <Sole>599639</Sole>
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      <None>6545</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>574599106</cusip>
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      <sshPrnamt>574533</sshPrnamt>
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      <Sole>564816</Sole>
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      <None>9717</None>
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      <Sole>8670</Sole>
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      <None>0</None>
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    <nameOfIssuer>RENAISSANCERE HLDGS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7496G103</cusip>
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      <Sole>5253</Sole>
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      <None>0</None>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
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    <cusip>H1467J104</cusip>
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      <Sole>102963</Sole>
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      <Sole>632939</Sole>
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    <nameOfIssuer>HEALTHSTREAM INC</nameOfIssuer>
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    <cusip>42222N103</cusip>
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      <Sole>67694</Sole>
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      <None>0</None>
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    <cusip>G5960L103</cusip>
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      <None>10979</None>
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    <nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE G</nameOfIssuer>
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    <cusip>90984P303</cusip>
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      <None>0</None>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
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    <nameOfIssuer>CLOROX CO DEL</nameOfIssuer>
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</informationTable>
