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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 3,571,436 11,949 SH SOLE 9,641 0 2,308
ADVANCED MICRO DEVICES INC CS 007903107 549,721 3,874 SH SOLE 3,874 0 0
AERCAP HOLDINGS NV CS N00985106 8,928,855 76,315 SH SOLE 73,222 0 3,093
AFLAC INC CS 001055102 843,680 8,000 SH SOLE 0 0 8,000
AIR PRODS AND CHEMS INC CS 009158106 8,155,765 28,915 SH SOLE 23,970 0 4,945
ALPHABET INC CAP STK CL A CS 02079K305 17,682,119 100,335 SH SOLE 69,099 0 31,236
AMAZON COM INC CS 023135106 64,124,406 292,285 SH SOLE 194,479 0 97,806
AMERICAN HEALTHCARE REIT INC CS 398182303 270,039 7,350 SH SOLE 7,350 0 0
APPLE INC COM CS 037833100 1,894,596 9,234 SH SOLE 9,234 0 0
AUTOMATIC DATA PROCESSING IN CS 053015103 1,211,087 3,927 SH SOLE 3,927 0 0
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 242,885 500 SH SOLE 500 0 0
BIO TECHNE CORP CS 09073M104 205,800 4,000 SH SOLE 0 0 4,000
BLOCK INC CL A CS 852234103 459,750 6,768 SH SOLE 0 0 6,768
BROWN FORMAN CORP CS 115637209 311,483 11,575 SH SOLE 0 0 11,575
BUILDERS FIRSTSOURCE INC CS 12008R107 393,362 3,371 SH SOLE 175 0 3,196
CAPITAL ONE FINL CORP CS 14040H105 13,111,760 61,627 SH SOLE 35,758 0 25,869
CISCO SYS INC CS 17275R102 589,730 8,500 SH SOLE 8,500 0 0
COSTAR GROUP INC CS 22160N109 23,004,048 286,120 SH SOLE 175,553 0 110,567
DANAHER CORP DEL CS 235851102 35,989,481 182,188 SH SOLE 108,357 0 73,831
DISNEY WALT CO CS 254687106 717,646 5,787 SH SOLE 0 0 5,787
ELEVANCE HEALTH INC COM CS 036752103 14,320,340 36,817 SH SOLE 23,394 0 13,423
ENTEGRIS INC CS 29362U104 744,400 9,230 SH SOLE 9,230 0 0
EXPEDIA INC DEL CS 30212P303 8,861,097 52,532 SH SOLE 43,021 0 9,511
EXTRA SPACE STORAGE INC CS 30225T102 1,756,010 11,910 SH SOLE 0 0 11,910
FAIR ISAAC CORP CS 303250104 19,177,514 10,491 SH SOLE 7,076 0 3,415
FERGUSON ENTERPRISES INC COM CS 31488V107 43,370,139 199,174 SH SOLE 140,157 0 59,017
GE VERNOVA LLC CS 36828A101 31,341,025 59,229 SH SOLE 38,121 0 21,108
GITLAB INC CS 37637K108 18,326,028 406,252 SH SOLE 259,464 0 146,788
GRACO INC CS 384109104 2,000,436 23,269 SH SOLE 1,080 0 22,189
HOME DEPOT INC CS 437076102 282,679 771 SH SOLE 771 0 0
INTUIT CS 461202103 32,373,168 41,102 SH SOLE 25,311 0 15,791
INVESCO EXCHANGE TRADED FD T S ETF 46137V357 465,254 2,560 SH SOLE 2,560 0 0
ISHARES TR 7-10 YR TRS BD ETF 464287440 330,406 3,450 SH SOLE 2,930 0 520
ISHARES TR CORE MSCI EAFE ETF 46432F842 456,218 5,465 SH SOLE 4,740 0 725
ISHARES TR MSCI EMERG MKT ETF 464287234 644,438 13,359 SH SOLE 12,475 0 884
ISHARES TR RUSSELL 2000 ETF 464287655 451,217 2,091 SH SOLE 2,090 0 1
ISHARES TR US PFD STK IDX ETF 464288687 218,288 7,115 SH SOLE 615 0 6,500
J P MORGAN CHASE AND CO CS 46625H100 232,331 801 SH SOLE 801 0 0
JOHNSON AND JOHNSON CS 478160104 244,400 1,600 SH SOLE 1,600 0 0
KEYSIGHT TECHNOLOGIES INC CS 49338L103 1,317,107 8,038 SH SOLE 395 0 7,643
L3HARRIS TECHNOLOGIES INC COM CS 502431109 885,967 3,532 SH SOLE 3,532 0 0
LILLY ELI AND CO CS 532457108 877,751 1,126 SH SOLE 1,126 0 0
LPL FINL HLDGS INC CS 50212V100 957,673 2,554 SH SOLE 2,554 0 0
MARKEL GROUP INC COM CS 570535104 541,285 271 SH SOLE 271 0 0
MARTIN MARIETTA MATLS INC CS 573284106 32,009,490 58,309 SH SOLE 35,104 0 23,205
META PLATFORMS INC CL A CS 30303M102 44,914,276 60,852 SH SOLE 39,581 0 21,271
MICROSOFT CORP CS 594918104 65,951,365 132,590 SH SOLE 90,976 0 41,614
NETAPP INC CS 64110D104 1,083,507 10,169 SH SOLE 10,169 0 0
NETFLIX COM INC CS 64110L106 17,392,620 12,988 SH SOLE 10,673 0 2,315
NIKE INC CS 654106103 9,052,912 127,434 SH SOLE 104,191 0 23,243
NVIDIA CORP CS 67066G104 60,556,068 383,291 SH SOLE 272,299 0 110,992
PALO ALTO NETWORKS INC CS 697435105 38,252,536 186,926 SH SOLE 125,605 0 61,321
PAYCHEX INC CS 704326107 1,147,243 7,887 SH SOLE 7,887 0 0
PROGRESSIVE CORP OHIO CS 743315103 11,829,104 44,327 SH SOLE 40,446 0 3,881
SALESFORCE INC COM CS 79466L302 25,124,020 92,134 SH SOLE 52,361 0 39,773
SCHWAB CHARLES CORP NEW CS 808513105 15,103,419 165,535 SH SOLE 132,996 0 32,539
SCHWAB STRATEGIC TR INTRM TRM ETF 808524854 483,705 19,325 SH SOLE 2,219 0 17,106
SCHWAB STRATEGIC TR US TIPS ET ETF 808524870 487,790 18,283 SH SOLE 2,055 0 16,228
SHERWIN WILLIAMS CO CS 824348106 10,917,585 31,796 SH SOLE 26,727 0 5,069
SPDR TR UNIT SER 1 ETF 78462F103 1,120,162 1,813 SH SOLE 1,813 0 0
T-MOBILE US INC CS 872590104 26,000,360 109,126 SH SOLE 68,436 0 40,690
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 30,559,390 134,926 SH SOLE 81,746 0 53,180
TALEN ENERGY CORP CS 87422Q109 59,189,142 203,560 SH SOLE 135,328 0 68,232
TENET HEALTHCARE CORP COM NEW CS 88033G407 6,237,088 35,438 SH SOLE 29,856 0 5,582
TESLA MTRS INC CS 88160R101 1,005,076 3,164 SH SOLE 3,164 0 0
TEXAS INSTRS INC CS 882508104 783,973 3,776 SH SOLE 1,776 0 2,000
VANGUARD SCOTTSDALE FDS MORTG- ETF 92206C771 394,168 8,506 SH SOLE 676 0 7,830
VEEVA SYS INC CS 922475108 27,564,006 95,715 SH SOLE 56,040 0 39,675