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
Apple Inc COM 037833100 787,929,934 2,898,293 SH SOLE 2,898,293 0 0
AbbVie Inc COM 00287Y109 109,821,890 480,642 SH SOLE 480,642 0 0
Automatic Data Processing Inc COM 053015103 136,707,455 531,460 SH SOLE 531,460 0 0
Arthur J Gallagher & Co COM 363576109 19,713,328 76,175 SH SOLE 76,175 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 35,023,421 88,076 SH SOLE 88,076 0 0
Applied Materials Inc COM 038222105 61,438,342 239,069 SH SOLE 239,069 0 0
Advanced Micro Devices Inc COM 007903107 23,856,995 111,398 SH SOLE 111,398 0 0
AMETEK Inc COM 031100100 46,892,598 228,399 SH SOLE 228,399 0 0
Amazon.com Inc COM 023135106 608,657,105 2,636,934 SH SOLE 2,636,934 0 0
Arista Networks Inc COM 040413205 164,906,627 1,258,541 SH SOLE 1,258,541 0 0
Amphenol Corp COM 032095101 27,345,308 202,348 SH SOLE 202,348 0 0
Apollo Global Management Inc COM 03769M106 30,346,328 209,632 SH SOLE 209,632 0 0
Argenx SE ADR 04016X101 38,537,374 45,826 SH SOLE 45,826 0 0
Broadcom Inc COM 11135F101 322,593,580 932,082 SH SOLE 932,082 0 0
Bank of America Corp COM 060505104 91,026,540 1,655,028 SH SOLE 1,655,028 0 0
BJ's Wholesale Club Holdings Inc COM 05550J101 31,851,983 353,793 SH SOLE 353,793 0 0
Bank of New York Mellon Corp/The COM 064058100 39,004,498 335,985 SH SOLE 335,985 0 0
Booking Holdings Inc COM 09857L108 361,463,353 67,496 SH SOLE 67,496 0 0
TopBuild Corp COM 89055F103 37,238,796 89,261 SH SOLE 89,261 0 0
Bristol-Myers Squibb Co COM 110122108 34,406,060 637,858 SH SOLE 637,858 0 0
Brookfield Corp COM 11271J107 22,164,827 351,711 SH SOLE 351,711 0 0
Brookfield Corp COM 11271J107 1,497,436 32,631 SH SOLE 32,631 0 0
Berkshire Hathaway Inc COM 084670702 112,907,756 224,625 SH SOLE 224,625 0 0
CDW Corp/DE COM 12514G108 18,948,280 139,121 SH SOLE 139,121 0 0
Church & Dwight Co Inc COM 171340102 27,219,219 324,618 SH SOLE 324,618 0 0
CME Group Inc COM 12572Q105 217,655,683 797,040 SH SOLE 797,040 0 0
Canadian Natural Resources Ltd COM 136385101 3,945,792 84,874 SH SOLE 84,874 0 0
Canadian Pacific Kansas City Ltd COM 13646K108 30,516,190 301,991 SH SOLE 301,991 0 0
Copart Inc COM 217204106 19,682,349 502,742 SH SOLE 502,742 0 0
CRH PLC COM G25508105 35,399,644 283,651 SH SOLE 283,651 0 0
Salesforce Inc COM 79466L302 2,943,415 11,111 SH SOLE 11,111 0 0
Crowdstrike Holdings Inc COM 22788C105 26,379,469 56,275 SH SOLE 56,275 0 0
Cintas Corp COM 172908105 27,205,077 144,654 SH SOLE 144,654 0 0
Coterra Energy Inc COM 127097103 19,167,092 728,233 SH SOLE 728,233 0 0
CareTrust REIT Inc REIT 14174T107 39,741,792 1,099,054 SH SOLE 1,099,054 0 0
Cenovus Energy Inc COM 15135U109 20,119,712 866,482 SH SOLE 866,482 0 0
Delta Air Lines Inc COM 247361702 471,531,568 6,794,403 SH SOLE 6,794,403 0 0
Dell Technologies Inc COM 24703L202 20,806,453 165,288 SH SOLE 165,288 0 0
Dollar General Corp COM 256677105 363,298,816 2,736,302 SH SOLE 2,736,302 0 0
Elevance Health Inc COM 036752103 30,709,582 87,604 SH SOLE 87,604 0 0
Expeditors International of Washington Inc COM 302130109 32,175,729 215,930 SH SOLE 215,930 0 0
Ford Motor Co COM 345370860 33,171,610 2,528,324 SH SOLE 2,528,324 0 0
Freeport-McMoRan Inc COM 35671D857 23,248,106 457,730 SH SOLE 457,730 0 0
Flutter Entertainment PLC COM G3643J108 24,971,950 116,127 SH SOLE 116,127 0 0
Gilead Sciences Inc COM 375558103 1,418,015 11,553 SH SOLE 11,553 0 0
General Motors Co COM 37045V100 309,379,988 3,804,476 SH SOLE 3,804,476 0 0
Alphabet Inc COM 02079K305 870,739,395 2,781,915 SH SOLE 2,781,915 0 0
HCA Healthcare Inc COM 40412C101 374,037,494 801,177 SH SOLE 801,177 0 0
HEICO Corp COM 422806208 23,419,950 92,778 SH SOLE 92,778 0 0
Installed Building Products Inc COM 45780R101 28,312,418 109,150 SH SOLE 109,150 0 0
IDACORP Inc COM 451107106 38,816,964 306,708 SH SOLE 306,708 0 0
IDEXX Laboratories Inc COM 45168D104 47,915,237 70,825 SH SOLE 70,825 0 0
Intuit Inc COM 461202103 184,207,078 278,082 SH SOLE 278,082 0 0
Jones Lang LaSalle Inc COM 48020Q107 37,109,276 110,290 SH SOLE 110,290 0 0
Johnson & Johnson COM 478160104 42,952,679 207,551 SH SOLE 207,551 0 0
JPMorgan Chase & Co COM 46625H100 120,435,202 373,767 SH SOLE 373,767 0 0
Kraft Heinz Co/The COM 500754106 34,451,126 1,420,665 SH SOLE 1,420,665 0 0
Kinder Morgan Inc COM 49456B101 47,473,415 1,726,934 SH SOLE 1,726,934 0 0
Kinsale Capital Group Inc COM 49714P108 229,653,148 587,168 SH SOLE 587,168 0 0
Lithia Motors Inc COM 536797103 58,408,659 175,755 SH SOLE 175,755 0 0
Lear Corp COM 521865204 22,538,611 196,672 SH SOLE 196,672 0 0
Eli Lilly & Co COM 532457108 97,948,484 91,142 SH SOLE 91,142 0 0
McDonald's Corp COM 580135101 40,016,135 130,930 SH SOLE 130,930 0 0
MercadoLibre Inc COM 58733R102 6,673,243 3,313 SH SOLE 3,313 0 0
Meta Platforms Inc COM 30303M102 408,695,383 619,151 SH SOLE 619,151 0 0
McCormick & Co Inc/MD COM 579780206 23,485,758 344,821 SH SOLE 344,821 0 0
Morgan Stanley COM 617446448 55,464,277 312,422 SH SOLE 312,422 0 0
Microsoft Corp COM 594918104 1,033,240,105 2,136,471 SH SOLE 2,136,471 0 0
Mettler-Toledo International Inc COM 592688105 47,205,879 33,859 SH SOLE 33,859 0 0
Micron Technology Inc COM 595112103 18,814,512 65,921 SH SOLE 65,921 0 0
Newmont Corp COM 651639106 166,190,739 1,664,404 SH SOLE 1,664,404 0 0
Netflix Inc COM 64110L106 69,811,258 744,574 SH SOLE 744,574 0 0
Northrop Grumman Corp COM 666807102 47,097,065 82,596 SH SOLE 82,596 0 0
ServiceNow Inc COM 81762P102 134,101,453 875,393 SH SOLE 875,393 0 0
NU Holdings Ltd/Cayman Islands COM G6683N103 43,336,662 2,588,809 SH SOLE 2,588,809 0 0
NVIDIA Corp COM 67066G104 997,695,737 5,349,575 SH SOLE 5,349,575 0 0
NXP Semiconductors NV COM N6596X109 19,056,348 87,793 SH SOLE 87,793 0 0
Old Dominion Freight Line Inc COM 679580100 188,650,784 1,203,130 SH SOLE 1,203,130 0 0
OGE Energy Corp COM 670837103 33,928,950 794,589 SH SOLE 794,589 0 0
Ollie's Bargain Outlet Holdings Inc COM 681116109 17,457,036 159,265 SH SOLE 159,265 0 0
Oracle Corp COM 68389X105 102,979,723 528,345 SH SOLE 528,345 0 0
Occidental Petroleum Corp COM 674599105 20,490,548 498,311 SH SOLE 498,311 0 0
Palo Alto Networks Inc COM 697435105 36,239,139 196,738 SH SOLE 196,738 0 0
PACCAR Inc COM 693718108 35,781,844 326,745 SH SOLE 326,745 0 0
PepsiCo Inc COM 713448108 71,239,596 496,374 SH SOLE 496,374 0 0
Progressive Corp/The COM 743315103 353,906,255 1,554,129 SH SOLE 1,554,129 0 0
Parker-Hannifin Corp COM 701094104 46,968,106 53,436 SH SOLE 53,436 0 0
Prologis Inc REIT 74340W103 35,684,672 279,529 SH SOLE 279,529 0 0
Palantir Technologies Inc COM 69608A108 107,551,903 605,074 SH SOLE 605,074 0 0
PNC Financial Services Group Inc/The COM 693475105 28,628,571 137,156 SH SOLE 137,156 0 0
Primerica Inc COM 74164M108 40,713,918 157,586 SH SOLE 157,586 0 0
ResMed Inc COM 761152107 31,229,518 129,653 SH SOLE 129,653 0 0
Rollins Inc COM 775711104 29,335,495 488,762 SH SOLE 488,762 0 0
RPM International Inc COM 749685103 16,175,432 155,533 SH SOLE 155,533 0 0
Range Resources Corp COM 75281A109 21,129,484 599,248 SH SOLE 599,248 0 0
Reliance Inc COM 759509102 24,154,442 83,617 SH SOLE 83,617 0 0
Saia Inc COM 78709Y105 19,385,818 59,371 SH SOLE 59,371 0 0
Shell PLC ADR 780259305 5,464,634 74,369 SH SOLE 74,369 0 0
Shopify Inc COM 82509L107 52,015,201 323,136 SH SOLE 323,136 0 0
Sylvamo Corp COM 871332102 13,438,087 279,088 SH SOLE 279,088 0 0
Synopsys Inc COM 871607107 39,352,202 83,778 SH SOLE 83,778 0 0
STERIS PLC COM G8473T100 39,488,528 155,761 SH SOLE 155,761 0 0
Steel Dynamics Inc COM 858119100 586,702,324 3,462,392 SH SOLE 3,462,392 0 0
Suncor Energy Inc COM 867224107 28,862,072 649,444 SH SOLE 649,444 0 0
Stryker Corp COM 863667101 47,576,385 135,364 SH SOLE 135,364 0 0
Molson Coors Beverage Co COM 60871R209 20,241,708 433,627 SH SOLE 433,627 0 0
Thor Industries Inc COM 885160101 255,482,282 2,488,383 SH SOLE 2,488,383 0 0
T-Mobile US Inc COM 872590104 52,437,719 258,263 SH SOLE 258,263 0 0
Tesla Inc COM 88160R101 59,428,249 132,145 SH SOLE 132,145 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 495,163,228 1,629,416 SH SOLE 1,629,416 0 0
Tyson Foods Inc COM 902494103 165,219,590 2,818,485 SH SOLE 2,818,485 0 0
UBS Group AG COM H42097107 55,884,148 1,512,017 SH SOLE 1,512,017 0 0
UnitedHealth Group Inc COM 91324P102 47,785,073 144,755 SH SOLE 144,755 0 0
Union Pacific Corp COM 907818108 37,252,929 161,045 SH SOLE 161,045 0 0
Visa Inc COM 92826C839 451,054,093 1,286,117 SH SOLE 1,286,117 0 0
Valero Energy Corp COM 91913Y100 46,854,217 287,820 SH SOLE 287,820 0 0
Vertex Pharmaceuticals Inc COM 92532F100 166,316,929 366,854 SH SOLE 366,854 0 0
Walmart Inc COM 931142103 40,855,383 366,712 SH SOLE 366,712 0 0
Exxon Mobil Corp COM 30231G102 11,678,515 97,046 SH SOLE 97,046 0 0