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
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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
3M CO COM 88579Y101   18,407,718 142,596 SH   SOLE   129,143 13,453 0
ALPHABET INC CAP STOCK CL A COM 02079K305   63,135,336 333,520 SH   SOLE   310,242 23,278 0
ALPHABET INC CAP STOCK CL C COM 02079K107   40,189,696 211,036 SH   SOLE   191,598 19,438 0
AMAZON.COM INC COM 023135106   107,741,771 491,097 SH   SOLE   449,727 41,370 0
AMEREN CORP COM 023608102   17,153,121 192,429 SH   SOLE   182,095 10,334 0
AMERICAN EXPRESS CO COM 025816109   31,677,881 106,735 SH   SOLE   99,264 7,471 0
AMGEN INC COM 031162100   10,919,252 41,894 SH   SOLE   39,142 2,752 0
APPLE INC COM 037833100   158,122,450 631,429 SH   SOLE   579,684 51,745 0
APPLOVIN CORP CL A COM 03831W108   59,866,452 184,870 SH   SOLE   172,735 12,135 0
ARCH CAPITAL GROUP LTD COM G0450A105   22,743,127 246,271 SH   SOLE   227,013 19,258 0
ARISTA NETWORKS INC COM 040413205   36,831,801 333,229 SH   SOLE   306,686 26,543 0
ATMOS ENERGY CORP COM 049560105   704,288 5,057 SH   SOLE   5,057 0 0
AUTOZONE INC COM 053332102   24,428,058 7,629 SH   SOLE   7,007 622 0
BANK OF AMERICA CORP COM 060505104   29,879,056 679,842 SH   SOLE   624,190 55,652 0
BELLRING BRANDS INC COMMON STO COM 07831C103   25,811,936 342,606 SH   SOLE   314,748 27,858 0
BERKSHIRE HATHAWAY INC CL B NE COM 084670702   34,596,596 76,325 SH   SOLE   69,708 6,617 0
BLACKROCK INC COM 09290D101   24,616,992 24,014 SH   SOLE   22,033 1,981 0
BOSTON SCIENTIFIC CORP COM 101137107   23,914,805 267,743 SH   SOLE   246,562 21,181 0
BRISTOL-MYERS SQUIBB CO COM 110122108   19,712,178 348,518 SH   SOLE   325,596 22,922 0
BROADCOM INC COM 11135F101   56,894,463 245,404 SH   SOLE   227,272 18,132 0
CATERPILLAR INC COM 149123101   12,637,470 34,837 SH   SOLE   32,100 2,737 0
CELSIUS HOLDINGS INC NEW COM 15118V207   7,777,069 295,257 SH   SOLE   255,562 39,695 0
CHART INDUSTRIES INC COM 16115Q308   16,631,324 87,148 SH   SOLE   81,942 5,206 0
CINTAS CORP COM 172908105   882,076 4,828 SH   SOLE   4,828 0 0
COCA-COLA CO COM 191216100   19,207,210 308,500 SH   SOLE   293,114 15,386 0
COLGATE PALMOLIVE CO COM 194162103   22,799,046 250,787 SH   SOLE   232,175 18,612 0
CONOCOPHILLIPS COM 20825C104   17,525,620 176,723 SH   SOLE   164,143 12,580 0
CORCEPT THERAPEUTICS INC COM 218352102   14,935,092 296,390 SH   SOLE   272,615 23,775 0
COSTCO WHOLESALE CORP COM 22160K105   22,642,864 24,712 SH   SOLE   21,855 2,857 0
DANAHER CORPORATION COM 235851102   19,423,603 84,616 SH   SOLE   77,349 7,267 0
DEERE & CO COM 244199105   4,592,061 10,838 SH   SOLE   10,732 106 0
DRAFTKINGS INC CL A COM 26142V105   11,249,652 302,410 SH   SOLE   279,620 22,790 0
DYCOM INDUSTRIES INC COM 267475101   10,633,499 61,091 SH   SOLE   57,076 4,015 0
EATON CORP PLC COM G29183103   16,830,455 50,714 SH   SOLE   46,087 4,627 0
ELI LILLY & CO COM 532457108   40,186,460 52,055 SH   SOLE   48,044 4,011 0
ENCOMPASS HEALTH CORP COM 29261A100   9,688,161 104,907 SH   SOLE   97,100 7,807 0
ENTERGY CORP COM 29364G103   27,333,262 360,502 SH   SOLE   331,123 29,379 0
EVERCORE INC CLASS A COM 29977A105   36,780,650 132,691 SH   SOLE   122,820 9,871 0
EXPAND ENERGY CORPORATION COM 165167735   1,301,616 13,075 SH   SOLE   13,075 0 0
EXXON MOBILE CORP COM 30231G102   41,647,554 387,167 SH   SOLE   355,937 31,230 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107   17,317,574 221,509 SH   SOLE   204,436 17,073 0
GE VERNOVA INC COM 36828A101   11,803,324 35,884 SH   SOLE   31,586 4,298 0
GLOBAL PAYMENTS INC COM 37940X102   851,656 7,600 SH   SOLE   7,500 100 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,830,255 6,689 SH   SOLE   6,634 55 0
HOME DEPOT INC COM 437076102   20,807,075 53,490 SH   SOLE   50,368 3,122 0
HOWMET AEROSPACE INC COM 443201108   39,541,958 361,543 SH   SOLE   335,848 25,695 0
ITRON INC COM 465741106   23,536,778 216,769 SH   SOLE   199,827 16,942 0
JOHNSON & JOHNSON COM 478160104   373,120 2,580 SH   SOLE   2,250 330 0
JPMORGAN CHASE & CO COM 46625H100   46,877,927 195,561 SH   SOLE   180,867 14,694 0
LAM RESEARCH CORP NEW COM 512807306   21,671,528 300,035 SH   SOLE   276,870 23,165 0
LAMAR ADVERTISING CO CL A COM 512816109   245,306 2,015 SH   SOLE   1,485 530 0
LEIDOS HOLDINGS INC COM 525327102   25,264,234 175,373 SH   SOLE   162,144 13,229 0
LIBERTY MEDIA CORP LBTY ONE S COM 531229755   28,116,009 303,432 SH   SOLE   277,395 26,037 0
LIFE TIME GROUP HOLDINGS INC C COM 53190C102   19,180,960 867,132 SH   SOLE   789,937 77,195 0
LINDE PLC COM G54950103   11,597,190 27,700 SH   SOLE   25,740 1,960 0
MANHATTAN ASSOCIATES INC COM 562750109   25,216,365 93,311 SH   SOLE   86,042 7,269 0
MARRIOTT INTL INC CL A COM 571903202   23,958,157 85,890 SH   SOLE   79,933 5,957 0
MARVELL TECHNOLOGY INC COM 573874104   28,005,039 253,554 SH   SOLE   235,241 18,313 0
MASTERCARD INCORPORATED CL A COM 57636Q104   34,621,451 65,749 SH   SOLE   60,469 5,280 0
MCDONALDS CORP COM 580135101   2,637,999 9,100 SH   SOLE   9,100 0 0
MCKESSON CORP COM 58155Q103   22,086,862 38,755 SH   SOLE   36,038 2,717 0
META PLATFORMS INC CL A COM 30303M102   75,074,092 128,220 SH   SOLE   117,621 10,599 0
METLIFE INC COM 59156R108   10,938,840 133,596 SH   SOLE   126,274 7,322 0
MICRON TECHNOLOGY INC COM 595112103   19,248,739 228,716 SH   SOLE   211,829 16,887 0
MICROSOFT CORP COM 594918104   138,207,742 327,895 SH   SOLE   301,368 26,527 0
MORGAN STANLEY COM 617446448   4,452,877 35,419 SH   SOLE   35,281 138 0
NASDAQ INC COM 631103108   30,029,987 388,436 SH   SOLE   358,199 30,237 0
NEW YORK TIMES CO CL A COM 650111107   4,992,063 95,909 SH   SOLE   87,499 8,410 0
NUCOR CORP COM 670346105   14,699,041 125,945 SH   SOLE   115,856 10,089 0
NVIDIA CORPORATION COM 67066G104   159,278,817 1,186,081 SH   SOLE   1,091,311 94,770 0
ONTO INNOVATION INC COM 683344105   18,189,697 109,136 SH   SOLE   100,584 8,552 0
PALO ALTO NETWORKS INC COM 697435105   27,297,093 150,017 SH   SOLE   138,702 11,315 0
PEPSICO INC COM 713448108   3,893,344 25,604 SH   SOLE   25,604 0 0
POST HOLDINGS INC COM 737446104   23,642,972 206,561 SH   SOLE   189,835 16,726 0
PROCTER AND GAMBLE CO COM 742718109   21,119,373 125,973 SH   SOLE   117,634 8,339 0
QUANTA SERVICES INC COM 74762E102   34,571,129 109,385 SH   SOLE   102,208 7,177 0
REGENERON PHARMACEUTICALS COM 75886F107   15,309,396 21,492 SH   SOLE   19,702 1,790 0
RESTAURANT BRANDS INTL INC COM 76131D103   1,059,175 16,250 SH   SOLE   16,250 0 0
SAREPTA THERAPEUTICS INC COM 803607100   12,161,675 100,022 SH   SOLE   91,017 9,005 0
SERVICENOW INC COM 81762P102   36,132,070 34,083 SH   SOLE   31,412 2,671 0
SHARKNINJA INC COM G8068L108   16,442,157 168,880 SH   SOLE   156,896 11,984 0
SHERWIN WILLIAMS CO COM 824348106   1,699,650 5,000 SH   SOLE   5,000 0 0
T-MOBILE US INC COM 872590104   30,869,090 139,850 SH   SOLE   128,630 11,220 0
TARGA RESOURCES CORP COM 87612G101   23,488,636 131,589 SH   SOLE   120,374 11,215 0
TECK RESOURCES LTD CL B COM 878742204   17,402,123 429,364 SH   SOLE   396,784 32,580 0
TEXAS ROADHOUSE INC COM 882681109   28,423,860 157,534 SH   SOLE   145,749 11,785 0
TG THERAPEUTICS INC COM 88322Q108   13,328,430 442,805 SH   SOLE   404,679 38,126 0
THE TRADE DESK INC CL A COM 88339J105   29,820,417 253,726 SH   SOLE   233,575 20,151 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,827,311 24,657 SH   SOLE   22,401 2,256 0
TJX COS INC COM 872540109   28,191,618 233,355 SH   SOLE   214,846 18,509 0
TKO GROUP HOLDINGS INC CL A COM 87256C101   5,867,153 41,286 SH   SOLE   37,431 3,855 0
TRAVELERS COMPANIES INC COM 89417E109   27,031,712 112,216 SH   SOLE   103,442 8,774 0
UBER TECHNOLOGIES INC COM 90353T100   1,037,926 17,207 SH   SOLE   10,297 6,910 0
UNITEDHEALTH GROUP INC COM 91324P102   20,731,660 40,983 SH   SOLE   38,485 2,498 0
VERRA MOBILITY CORP CL A STOC COM 92511U102   10,438,845 431,714 SH   SOLE   385,639 46,075 0
VERTEX PHARMACEUTICALS INC COM 92532F100   18,302,715 45,450 SH   SOLE   42,020 3,430 0
VERTIV HOLDINGS CO CL A COM 92537N108   43,790,974 385,450 SH   SOLE   358,890 26,560 0
VICI PROPERTIES INC COM 925652109   19,228,037 658,269 SH   SOLE   608,413 49,856 0
VISA INC CL A COM 92826C839   1,422,180 4,500 SH   SOLE   4,500 0 0
WEC ENERGY GROUP INC COM 92939U106   21,902,386 232,905 SH   SOLE   212,617 20,288 0
WELLS FARGO CO COM 949746101   28,791,376 409,900 SH   SOLE   376,738 33,162 0
WELLTOWER INC COM 95040Q104   31,302,575 248,374 SH   SOLE   228,179 20,195 0
VANGUARD INDEX FUNDS 500 INDEX ETF 922908710   1,258,112 2,318 SH   SOLE   0 2,318 0
VANGUARD INDEX FUNDS GROWTH IN ETF 922908660   411,919 1,950 SH   SOLE   0 1,950 0
CONSUMER DISCRETIONARY SELECT ETF 81369Y407   220,536 983 SH   SOLE   197 786 0
FINANCIAL SELECT SECTOR SPDR F ETF 81369Y605   576,674 11,932 SH   SOLE   3,992 7,940 0
INVESCO S&P 500 EQUAL WEIGHT E ETF 46137V357   579,310 3,306 SH   SOLE   1,576 1,730 0
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614   493,616 1,229 SH   SOLE   1,019 210 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   224,748 1,214 SH   SOLE   1,146 68 0
SPDR S&P 500 ETF TRUST ETF 78462F103   4,034,586 6,884 SH   SOLE   5,674 1,210 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,345,348 2,362 SH   SOLE   1,500 862 0
TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803   281,814 1,212 SH   SOLE   669 543 0
UTILITIES SELECT SECTOR SPDR F ETF 81369Y886   241,148 3,186 SH   SOLE   644 2,542 0
VANGUARD MID-CAP ETF ETF 922908629   206,021 780 SH   SOLE   0 780 0
VANGUARD RUSSELL 1000 VALUE ET ETF 92206C714   250,087 3,078 SH   SOLE   2,743 335 0
VANGUARD S&P 500 ETF ETF 922908363   15,620,641 28,991 SH   SOLE   23,995 4,996 0