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
LAZARD INC COM 52110M109   4,662,847 111,179 SH   SOLE   110,059 0 1,120
CME GROUP INC COM 12572Q105   50,409,085 228,271 SH   SOLE   224,329 0 3,942
NNN REIT INC COM 637417106   3,536,233 75,999 SH   SOLE   74,911 0 1,088
TEXAS INSTRS INC COM 882508104   42,833,851 143,704 SH   SOLE   140,846 0 2,858
ENI SPA SPONSORED ADR 26874R108   259,745 5,543 SH   SOLE   5,543 0 0
ALIGN TECHNOLOGY INC COM 016255101   10,799,637 64,032 SH   SOLE   63,760 0 272
ICHOR HOLDINGS SHS G4740B105   2,314,764 20,616 SH   SOLE   20,616 0 0
JPMORGAN CHASE & CO COM 46625H100   52,020,593 158,924 SH   SOLE   155,382 0 3,542
MARVELL TECHNOLOGY INC COM 573874104   1,146,579 3,849 SH   SOLE   3,069 0 780
OMNICOM GROUP INC COM 681919106   38,036,560 522,265 SH   SOLE   513,375 0 8,890
SOUTHWEST AIRLS CO COM 844741108   11,873,855 230,919 SH   SOLE   229,805 0 1,114
LAMB WESTON HLDGS INC COM 513272104   2,835,156 65,659 SH   SOLE   64,650 0 1,009
SUNBELT RENTALS HOLDINGS INC SHS 866966104   19,652,363 262,697 SH   SOLE   260,763 0 1,934
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,462,750 28,687 SH   SOLE   28,687 0 0
AMERICAN EXPRESS CO COM 025816109   49,930,097 147,613 SH   SOLE   144,929 0 2,684
ALPHABET INC CAP STK CL A 02079K305   63,523,232 177,752 SH   SOLE   174,163 0 3,589
IDACORP INC COM 451107106   1,869,009 12,353 SH   SOLE   12,353 0 0
CONSTELLATION BRANDS INC CL A 21036P108   35,671,717 256,465 SH   SOLE   251,918 0 4,547
WEX INC COM 96208T104   4,233,970 30,009 SH   SOLE   29,711 0 298
GLOBUS MED INC CL A 379577208   4,964,672 62,836 SH   SOLE   62,227 0 609
METALLUS INC COM 887399103   1,725,891 92,343 SH   SOLE   92,343 0 0
SYSCO CORP COM 871829107   46,201,436 552,781 SH   SOLE   541,980 0 10,801
TOYOTA MOTOR CORP ADS 892331307   665,259 3,950 SH   SOLE   3,950 0 0
UNITED BANKSHARES INC WEST V COM 909907107   1,526,826 33,315 SH   SOLE   33,315 0 0
SOUTHSTATE BK CORP COM 84472E102   3,488,708 34,922 SH   SOLE   34,469 0 453
BORGWARNER INC COM 099724106   3,418,471 51,483 SH   SOLE   50,931 0 552
HONEYWELL INTL INC COM 438516205   29,665,183 132,493 SH   SOLE   130,399 0 2,094
VERSANT MEDIA GROUP INC COM CL A 925283103   32,501,474 902,568 SH   SOLE   886,826 0 15,742
WATSCO INC COM 942622200   3,466,777 8,319 SH   SOLE   8,232 0 87
EAGLE MATLS INC COM 26969P108   1,680,525 7,469 SH   SOLE   7,469 0 0
ISHARES TR 3 7 YR TREAS BD 464288661   486,126 4,139 SH   SOLE   4,139 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   4,228,567 146,520 SH   SOLE   144,370 0 2,150
BOK FINL CORP COM NEW 05561Q201   5,507,286 39,655 SH   SOLE   39,271 0 384
DIAGEO PLC SPON ADR NEW 25243Q205   44,036,505 547,854 SH   SOLE   539,744 0 8,110
FEDEX CORP COM 31428X106   32,538,904 103,915 SH   SOLE   101,892 0 2,023
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163   13,589,242 397,673 SH   SOLE   397,673 0 0
HALEON PLC SPON ADS 405552100   452,374 48,486 SH   SOLE   48,486 0 0
INGREDION INC COM 457187102   1,721,449 18,176 SH   SOLE   18,176 0 0
CHEVRON CORPORATION COM 166764100   30,742,347 185,463 SH   SOLE   182,136 0 3,327
PACKAGING CORP AMER COM 695156109   3,510,103 14,731 SH   SOLE   14,508 0 223
CORTEVA INC COM 22052L104   205,966 2,432 SH   SOLE   2,096 0 336
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   17,065,018 4,526,530 SH   SOLE   4,508,233 0 18,297
BARCLAYS PLC ADR 06738E204   13,990,353 520,862 SH   SOLE   515,250 0 5,612
BRISTOL-MYERS SQUIBB CO COM 110122108   58,629,330 1,017,517 SH   SOLE   1,000,176 0 17,341
ISHARES TR 1 3 YR TREAS BD 464287457   4,115,279 50,119 SH   SOLE   50,119 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   3,849,296 201,323 SH   SOLE   201,323 0 0
ZILLOW GROUP INC CL A 98954M101   6,717,070 214,124 SH   SOLE   212,937 0 1,187
ISHARES TR RUS 1000 VAL ETF 464287598   14,020,454 57,833 SH   SOLE   56,777 0 1,056
ASML HLDG NV N Y REGISTRY SHS N07059210   29,604,857 14,881 SH   SOLE   14,772 0 109
APPLIED MATLS INC COM 038222105   40,131,561 55,507 SH   SOLE   54,298 0 1,209
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105   34,365,788 227,588 SH   SOLE   223,543 0 4,045
SOLVENTUM CORP COM SHS 83444M101   3,443,050 44,628 SH   SOLE   43,986 0 642
PINNACLE WEST CAP CORP COM 723484101   3,480,496 32,528 SH   SOLE   32,038 0 490
TERRENO RLTY CORP COM 88146M101   1,512,056 23,345 SH   SOLE   23,345 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   2,455,591 46,702 SH   SOLE   46,323 0 379
HONEYWELL AEROSPACE INC COM 43849R105   29,291,774 132,494 SH   SOLE   130,400 0 2,094
VANGUARD INDEX FDS VALUE ETF 922908744   641,150 2,942 SH   SOLE   2,905 0 37
EURONET WORLDWIDE INC COM 298736109   2,449,816 33,472 SH   SOLE   33,292 0 180
SAP SE SPON ADR 803054204   9,642,200 62,567 SH   SOLE   61,915 0 652
PNC FINL SVCS GROUP INC COM 693475105   56,602,038 229,884 SH   SOLE   225,329 0 4,555
HUB GROUP INC CL A 443320106   1,512,025 34,529 SH   SOLE   34,529 0 0
ASTRAZENECA PLC ORD G0593M107   24,631,448 129,899 SH   SOLE   128,942 0 957
PHREESIA INC COM 71944F106   3,495,482 339,697 SH   SOLE   335,881 0 3,816
HALOZYME THERAPEUTICS INC COM 40637H109   1,811,090 23,139 SH   SOLE   23,139 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   786,846 778 SH   SOLE   640 0 138
NOVO-NORDISK A S ADR 670100205   14,091,148 293,933 SH   SOLE   292,361 0 1,572
GOPRO INC CL A 38268T103   52,853 67,934 SH   SOLE   67,934 0 0
DIODES INC COM 254543101   2,222,836 20,311 SH   SOLE   20,311 0 0
REGENERON PHARMACEUTICALS COM 75886F107   35,899,068 57,573 SH   SOLE   56,424 0 1,149
NXP SEMICONDUCTORS N V COM N6596X109   3,025,288 10,765 SH   SOLE   10,765 0 0
MASTERCARD INCORPORATED CL A 57636Q104   50,927,035 99,157 SH   SOLE   97,142 0 2,015
ISHARES TR A RATE CP BD ETF 46429B291   873,608 18,384 SH   SOLE   18,384 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   835,549 11,727 SH   SOLE   11,633 0 94
ALCON AG ORD SHS H01301128   12,430,409 185,252 SH   SOLE   184,404 0 848
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   16,349,131 34,234 SH   SOLE   33,791 0 443
CBOE GLOBAL MKTS INC COM 12503M108   2,228,439 9,183 SH   SOLE   9,015 0 168
SEMPRA COM 816851109   39,892,649 430,295 SH   SOLE   421,135 0 9,160
OLLIES BARGAIN OUTLET HLDGS COM 681116109   1,568,890 20,407 SH   SOLE   20,407 0 0
AMRIZE LTD SHS H2927K103   56,537,709 1,060,745 SH   SOLE   1,042,664 0 18,081
PROSPERITY BANCSHARES INC COM 743606105   5,419,410 74,208 SH   SOLE   73,573 0 635
RAMBUS INC DEL COM 750917106   2,214,501 16,683 SH   SOLE   16,683 0 0
TXNM ENERGY INC COM 69349H107   1,587,512 27,959 SH   SOLE   27,959 0 0
SAIA INC COM 78709Y105   2,915,691 6,923 SH   SOLE   6,829 0 94
AMERICOLD REALTY TRUST INC COM 03064D108   5,920,734 376,637 SH   SOLE   373,068 0 3,569
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   5,814,357 22,308 SH   SOLE   22,093 0 215
RTX CORPORATION COM 75513E101   951,686 5,016 SH   SOLE   4,194 0 822
REINSURANCE GROUP AMER INC COM NEW 759351604   5,225,661 24,574 SH   SOLE   24,292 0 282
ISHARES TR 7-10 YR TRSY BD 464287440   448,262 4,740 SH   SOLE   4,740 0 0
HEALTHCARE SVCS GROUP INC COM 421906108   1,975,926 80,453 SH   SOLE   80,453 0 0
CANADIAN NATL RY CO COM 136375102   15,695,680 131,631 SH   SOLE   130,701 0 930
ISHARES TR CORE S&P MCP ETF 464287507   3,065,971 39,761 SH   SOLE   38,401 0 1,360
LATTICE SEMICONDUCTOR CORP COM 518415104   6,465,007 42,266 SH   SOLE   41,898 0 368
ESSENTIAL UTILS INC COM 29670G102   3,205,283 83,667 SH   SOLE   82,457 0 1,210
LITTELFUSE INC COM 537008104   3,805,648 8,358 SH   SOLE   8,220 0 138
ON SEMICONDUCTOR CORP COM 682189105   33,932,675 358,924 SH   SOLE   352,782 0 6,142
WELLTOWER INC COM 95040Q104   376,997 1,661 SH   SOLE   1,176 0 485
TEXAS CAP BANCSHARES INC COM 88224Q107   1,769,154 17,133 SH   SOLE   17,133 0 0
ISHARES TR AGENCY BOND ETF 464288166   1,072,877 9,818 SH   SOLE   9,818 0 0
NOVARTIS AG SPONSORED ADR 66987V109   203,893 1,301 SH   SOLE   1,051 0 250
PEPSICO INC COM 713448108   43,189,215 318,975 SH   SOLE   312,911 0 6,064
ING GROEP N.V. SPONSORED ADR 456837103   18,921,669 602,985 SH   SOLE   596,576 0 6,409
ISHARES TR MSCI EAFE ETF 464287465   14,602,723 140,573 SH   SOLE   137,077 0 3,496
NOV INC COM 62955J103   1,670,335 90,045 SH   SOLE   90,045 0 0
CISCO SYS INC COM 17275R102   37,964,364 323,211 SH   SOLE   317,657 0 5,554
FIRST AMERN FINL CORP COM 31847R102   1,781,831 25,978 SH   SOLE   25,978 0 0
ATMOS ENERGY CORP COM 049560105   3,348,929 19,440 SH   SOLE   19,136 0 304
CENTENE CORP DEL COM 15135B101   43,472,742 677,251 SH   SOLE   665,961 0 11,290
US BANCORP COM NEW 902973304   38,909,318 644,194 SH   SOLE   631,507 0 12,687
COOPER COS INC COM 216648501   3,138,675 43,769 SH   SOLE   43,389 0 380
TJX COS INC NEW COM 872540109   25,372,463 167,475 SH   SOLE   164,027 0 3,448
QUEST DIAGNOSTICS INC COM 74834L100   3,622,226 17,090 SH   SOLE   16,830 0 260
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   1,052,365 20,901 SH   SOLE   20,901 0 0
LABCORP HOLDINGS INC COM SHS 504922105   57,636,600 205,845 SH   SOLE   202,230 0 3,615
TE CONNECTIVITY PLC ORD SHS G87052109   663,297 3,290 SH   SOLE   2,839 0 451
WEYERHAEUSER CO COM NEW 962166104   26,319,468 1,099,393 SH   SOLE   1,078,961 0 20,432
ADDUS HOMECARE CORP COM 006739106   1,606,917 15,994 SH   SOLE   15,994 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   32,221,457 261,729 SH   SOLE   257,044 0 4,685
UNION PAC CORP COM 907818108   62,222,176 228,758 SH   SOLE   224,609 0 4,149
NETSTREIT CORP COM 64119V303   1,847,163 87,419 SH   SOLE   87,419 0 0
SLB LIMITED COM STK 806857108   25,535,330 549,265 SH   SOLE   539,632 0 9,633
ACV AUCTIONS INC COM CL A 00091G104   3,906,169 543,278 SH   SOLE   538,372 0 4,906
EPR PPTYS COM SH BEN INT 26884U109   1,724,579 29,729 SH   SOLE   29,729 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   14,652,019 226,286 SH   SOLE   224,438 0 1,848
SMURFIT WESTROCK PLC SHS G8267P108   21,425,504 463,154 SH   SOLE   459,826 0 3,328
GENTEX CORP COM 371901109   5,047,809 199,755 SH   SOLE   197,828 0 1,927
HF SINCLAIR CORP COM 403949100   3,369,458 48,377 SH   SOLE   47,698 0 679
SONY GROUP CORP SPONSORED ADR 835699307   12,160,051 606,184 SH   SOLE   599,639 0 6,545
MASCO CORP COM 574599106   46,749,750 574,533 SH   SOLE   564,816 0 9,717
ALAMO GROUP INC COM 011311107   1,426,128 8,670 SH   SOLE   8,670 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   1,664,676 5,253 SH   SOLE   5,253 0 0
CHUBB LIMITED COM H1467J104   35,833,241 105,163 SH   SOLE   102,963 0 2,200
APTIV PLC COM SHS G3265R107   39,504,475 643,605 SH   SOLE   632,939 0 10,666
HEALTHSTREAM INC COM 42222N103   1,844,662 67,694 SH   SOLE   67,694 0 0
MONARCH CASINO & RESORT INC COM 609027107   1,569,976 11,929 SH   SOLE   11,929 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   4,603,679 307,527 SH   SOLE   305,383 0 2,144
DELTA AIR LINES INC COM NEW 247361702   66,373,283 708,662 SH   SOLE   696,490 0 12,172
MEDTRONIC PLC SHS G5960L103   47,891,937 612,194 SH   SOLE   601,215 0 10,979
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   1,825,768 52,031 SH   SOLE   52,031 0 0
UBER TECHNOLOGIES INC COM 90353T100   57,322,461 794,380 SH   SOLE   780,407 0 13,973
CLOROX CO DEL COM 189054109   2,613,529 27,384 SH   SOLE   27,137 0 247
AEGON LTD AMER REG 1 CERT 0076CA104   384,991 45,615 SH   SOLE   45,615 0 0
ISHARES TR CORE MSCI EURO 46434V738   286,623 3,813 SH   SOLE   3,813 0 0
AMAZON COM INC COM 023135106   53,526,159 224,579 SH   SOLE   219,979 0 4,600
WILLIAMS COS INC COM 969457100   313,269 4,214 SH   SOLE   3,112 0 1,102
ELEVANCE HEALTH INC FORMERLY COM 036752103   56,058,060 144,954 SH   SOLE   142,554 0 2,400
LAUDER ESTEE COS INC CL A 518439104   845,318 10,707 SH   SOLE   10,319 0 388
LINCOLN ELEC HLDGS INC COM 533900106   2,668,641 10,051 SH   SOLE   9,861 0 190
HEALTHEQUITY INC COM 42226A107   1,629,915 18,046 SH   SOLE   18,046 0 0
BANNER CORP COM NEW 06652V208   1,737,207 26,147 SH   SOLE   26,147 0 0
FIDELITY NATL FINL INC COM SHS 31620R303   3,301,011 69,996 SH   SOLE   68,898 0 1,098