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   24,716,468 162,352 SH   SOLE   150,529 11,823 0
ABBVIE INC COM 00287Y109   14,907,328 80,311 SH   SOLE   74,720 5,591 0
ALPHABET INC CAP STOCK CL A COM 02079K305   53,994,052 306,384 SH   SOLE   288,681 17,703 0
ALPHABET INC CAP STOCK CL C COM 02079K107   27,899,544 157,278 SH   SOLE   145,478 11,800 0
AMAZON.COM INC COM 023135106   98,447,313 448,732 SH   SOLE   418,918 29,814 0
AMEREN CORP COM 023608102   18,039,962 187,838 SH   SOLE   178,809 9,029 0
AMERICAN EXPRESS CO COM 025816109   22,601,966 70,857 SH   SOLE   66,958 3,899 0
AMGEN INC COM 031162100   11,014,555 39,449 SH   SOLE   37,597 1,852 0
AMPHENOL CORP CL A COM 032095101   19,199,567 194,426 SH   SOLE   182,851 11,575 0
APPLE INC COM 037833100   124,197,197 605,338 SH   SOLE   564,293 41,045 0
APPLOVIN CORP CL A COM 03831W108   47,206,888 134,846 SH   SOLE   125,719 9,127 0
ARCH CAPITAL GROUP LTD COM G0450A105   21,335,746 234,330 SH   SOLE   219,020 15,310 0
ARISTA NETWORKS INC COM 040413205   12,572,160 122,883 SH   SOLE   116,573 6,310 0
ATLASSIAN CORPORATION CL A COM 049468101   15,788,420 77,741 SH   SOLE   72,562 5,179 0
ATMOS ENERGY CORP COM 049560105   779,334 5,057 SH   SOLE   5,057 0 0
AUTOZONE INC COM 053332102   28,999,941 7,812 SH   SOLE   7,265 547 0
BANK OF AMERICA CORP COM 060505104   22,620,285 478,028 SH   SOLE   451,306 26,722 0
BELLRING BRANDS INC COMMON STO COM 07831C103   18,731,202 323,342 SH   SOLE   301,230 22,112 0
BERKSHIRE HATHAWAY INC CL B NE COM 084670702   38,345,226 78,937 SH   SOLE   73,670 5,267 0
BLACKROCK INC COM 09290D101   25,043,499 23,868 SH   SOLE   22,262 1,606 0
BOSTON SCIENTIFIC CORP COM 101137107   27,448,625 255,550 SH   SOLE   238,788 16,762 0
BRISTOL-MYERS SQUIBB CO COM 110122108   14,955,234 323,077 SH   SOLE   307,270 15,807 0
BROADCOM INC COM 11135F101   66,830,240 242,446 SH   SOLE   226,843 15,603 0
CATERPILLAR INC COM 149123101   8,303,035 21,388 SH   SOLE   20,688 700 0
CELSIUS HOLDINGS INC NEW COM 15118V207   24,024,175 517,874 SH   SOLE   476,744 41,130 0
CHART INDUSTRIES INC COM 16115Q308   11,146,805 67,700 SH   SOLE   64,039 3,661 0
CINTAS CORP COM 172908105   1,076,016 4,828 SH   SOLE   4,828 0 0
CISCO SYSTEMS INC COM 17275R102   22,021,767 317,408 SH   SOLE   297,708 19,700 0
CME GROUP INC COM 12572Q105   24,783,199 89,918 SH   SOLE   84,316 5,602 0
COCA-COLA CO COM 191216100   22,184,653 313,564 SH   SOLE   299,328 14,236 0
COLGATE PALMOLIVE CO COM 194162103   21,638,563 238,048 SH   SOLE   223,948 14,100 0
CONOCOPHILLIPS COM 20825C104   15,338,809 170,925 SH   SOLE   160,485 10,440 0
CORCEPT THERAPEUTICS INC COM 218352102   21,084,444 287,254 SH   SOLE   266,634 20,620 0
COSTCO WHOLESALE CORP COM 22160K105   21,609,400 21,829 SH   SOLE   19,595 2,234 0
CREDO TECHNOLOGY GROUP HOLDING COM G25457105   29,006,595 313,280 SH   SOLE   292,270 21,010 0
DEERE & CO COM 244199105   4,119,786 8,102 SH   SOLE   8,021 81 0
ELI LILLY & CO COM 532457108   37,146,943 47,653 SH   SOLE   44,653 3,000 0
ENCOMPASS HEALTH CORP COM 29261A100   25,103,097 204,706 SH   SOLE   191,624 13,082 0
ENTERGY CORP COM 29364G103   26,494,832 318,754 SH   SOLE   297,465 21,289 0
EVERCORE INC CLASS A COM 29977A105   28,196,330 104,423 SH   SOLE   98,216 6,207 0
EXPAND ENERGY CORPORATION COM 165167735   1,587,460 13,575 SH   SOLE   13,575 0 0
EXXON MOBILE CORP COM 30231G102   41,581,047 385,724 SH   SOLE   359,902 25,822 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107   11,512,330 155,425 SH   SOLE   147,367 8,058 0
GE VERNOVA INC COM 36828A101   24,238,774 45,807 SH   SOLE   42,120 3,687 0
GOLDMAN SACHS GROUP INC COM 38141G104   13,806,787 19,508 SH   SOLE   18,748 760 0
HOME DEPOT INC COM 437076102   19,779,128 53,947 SH   SOLE   51,236 2,711 0
HOWMET AEROSPACE INC COM 443201108   48,987,182 263,188 SH   SOLE   248,370 14,818 0
INTL BUSINESS MACHINES COM 459200101   1,953,507 6,627 SH   SOLE   6,627 0 0
ITRON INC COM 465741106   28,577,400 217,104 SH   SOLE   202,006 15,098 0
JPMORGAN CHASE & CO COM 46625H100   54,621,653 188,409 SH   SOLE   176,715 11,694 0
KYNDRYL HOLDINGS INC COMMON ST COM 50155Q100   21,704,188 517,259 SH   SOLE   481,629 35,630 0
LAM RESEARCH CORP NEW COM 512807306   24,821,019 254,993 SH   SOLE   238,131 16,862 0
LEIDOS HOLDINGS INC COM 525327102   18,241,158 115,626 SH   SOLE   108,851 6,775 0
LIBERTY MEDIA CORP LBTY ONE S COM 531229755   27,436,893 262,554 SH   SOLE   244,589 17,965 0
LIFE TIME GROUP HOLDINGS INC C COM 53190C102   23,517,791 775,397 SH   SOLE   720,462 54,935 0
LINDE PLC COM G54950103   13,285,805 28,317 SH   SOLE   26,562 1,755 0
MASTERCARD INCORPORATED CL A COM 57636Q104   34,683,499 61,721 SH   SOLE   57,871 3,850 0
MCDONALDS CORP COM 580135101   3,045,872 10,425 SH   SOLE   10,425 0 0
MCKESSON CORP COM 58155Q103   26,166,108 35,708 SH   SOLE   33,484 2,224 0
META PLATFORMS INC CL A COM 30303M102   83,564,336 113,217 SH   SOLE   105,591 7,626 0
METLIFE INC COM 59156R108   9,464,951 117,694 SH   SOLE   112,757 4,937 0
MICRON TECHNOLOGY INC COM 595112103   25,801,771 209,345 SH   SOLE   196,445 12,900 0
MICROSOFT CORP COM 594918104   165,238,110 332,197 SH   SOLE   309,753 22,444 0
NASDAQ INC COM 631103108   34,186,518 382,314 SH   SOLE   358,117 24,197 0
NETFLIX INC COM 64110L106   28,313,226 21,143 SH   SOLE   19,603 1,540 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   21,413,805 170,370 SH   SOLE   158,864 11,506 0
NUCOR CORP COM 670346105   17,383,491 134,194 SH   SOLE   125,016 9,178 0
NVIDIA CORPORATION COM 67066G104   181,681,706 1,149,957 SH   SOLE   1,073,907 76,050 0
OLLIES BARGAIN OUTLET HOLDINGS COM 681116109   28,122,116 213,402 SH   SOLE   199,835 13,567 0
PALO ALTO NETWORKS INC COM 697435105   27,251,500 133,168 SH   SOLE   125,313 7,855 0
POST HOLDINGS INC COM 737446104   19,576,118 179,548 SH   SOLE   170,239 9,309 0
PROCTER AND GAMBLE CO COM 742718109   20,508,308 128,724 SH   SOLE   121,833 6,891 0
QUANTA SERVICES INC COM 74762E102   33,447,603 88,467 SH   SOLE   83,514 4,953 0
QUEST DIAGNOSTICS INC COM 74834L100   24,421,058 135,952 SH   SOLE   127,743 8,209 0
QXO INC NEW COM 82846H405   26,736,094 1,241,230 SH   SOLE   1,155,955 85,275 0
RESTAURANT BRANDS INTL INC COM 76131D103   1,078,472 16,269 SH   SOLE   16,269 0 0
RTX CORPORATION COM 75513E101   27,112,410 185,676 SH   SOLE   177,159 8,517 0
SERVICENOW INC COM 81762P102   30,996,612 30,150 SH   SOLE   28,334 1,816 0
SHARKNINJA INC COM G8068L108   19,075,769 192,704 SH   SOLE   180,195 12,509 0
SHERWIN WILLIAMS CO COM 824348106   2,509,962 7,310 SH   SOLE   7,310 0 0
T-MOBILE US INC COM 872590104   28,830,413 121,004 SH   SOLE   113,907 7,097 0
TARGA RESOURCES CORP COM 87612G101   22,367,017 128,487 SH   SOLE   119,777 8,710 0
TECK RESOURCES LTD CL B COM 878742204   16,979,184 420,485 SH   SOLE   394,740 25,745 0
TEXAS ROADHOUSE INC COM 882681109   25,749,384 137,396 SH   SOLE   130,008 7,388 0
TG THERAPEUTICS INC COM 88322Q108   18,643,360 518,015 SH   SOLE   478,484 39,531 0
TJX COS INC COM 872540109   29,036,574 235,133 SH   SOLE   220,336 14,797 0
TKO GROUP HOLDINGS INC CL A COM 87256C101   19,207,916 105,567 SH   SOLE   99,015 6,552 0
TRAVELERS COMPANIES INC COM 89417E109   31,747,099 118,663 SH   SOLE   111,349 7,314 0
UBER TECHNOLOGIES INC COM 90353T100   667,655 7,156 SH   SOLE   6,186 970 0
UNITEDHEALTH GROUP INC COM 91324P102   882,875 2,830 SH   SOLE   2,830 0 0
VERISIGN INC COM 92343E102   12,103,897 41,911 SH   SOLE   39,861 2,050 0
VERTIV HOLDINGS CO CL A COM 92537N108   52,263,127 407,002 SH   SOLE   379,974 27,028 0
VICI PROPERTIES INC COM 925652109   18,905,946 579,937 SH   SOLE   547,363 32,574 0
VISA INC CL A COM 92826C839   1,615,477 4,550 SH   SOLE   4,550 0 0
WEC ENERGY GROUP INC COM 92939U106   23,266,297 223,285 SH   SOLE   208,277 15,008 0
WELLS FARGO CO COM 949746101   30,860,141 385,174 SH   SOLE   360,191 24,983 0
WELLTOWER INC COM 95040Q104   35,027,688 227,852 SH   SOLE   211,928 15,924 0
VANGUARD INDEX FUNDS 500 INDEX ETF 922908710   1,317,499 2,301 SH   SOLE   2,301 0 0
VANGUARD INDEX FUNDS GROWTH IN ETF 922908660   259,712 1,151 SH   SOLE   1,151 0 0
CONSUMER DISCRETIONARY SELECT ETF 81369Y407   213,418 982 SH   SOLE   196 786 0
FINANCIAL SELECT SECTOR SPDR F ETF 81369Y605   592,933 11,322 SH   SOLE   3,902 7,420 0
INVESCO S&P 500 EQUAL WEIGHT E ETF 46137V357   600,651 3,305 SH   SOLE   1,575 1,730 0
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614   381,776 899 SH   SOLE   779 120 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598   223,170 1,149 SH   SOLE   1,081 68 0
SPDR S&P 500 ETF TRUST ETF 78462F103   3,955,487 6,402 SH   SOLE   5,272 1,130 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   973,779 1,719 SH   SOLE   1,382 337 0
TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803   297,545 1,175 SH   SOLE   652 523 0
UTILITIES SELECT SECTOR SPDR F ETF 81369Y886   255,269 3,126 SH   SOLE   594 2,532 0
VANGUARD MID-CAP ETF ETF 922908629   305,574 1,092 SH   SOLE   567 525 0
VANGUARD RUSSELL 1000 VALUE ET ETF 92206C714   330,870 3,883 SH   SOLE   3,583 300 0
VANGUARD S&P 500 ETF ETF 922908363   19,003,444 33,455 SH   SOLE   29,371 4,084 0
VANGUARD TOTAL STOCK MARKET ET ETF 922908769   290,861 957 SH   SOLE   957 0 0