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
AAON INC COM PAR $0.004 000360206 70,220,243 848,583 SH SOLE 848,583 0 0
ABBOTT LABORATORIES COM 002824100 128,719,330 1,253,719 SH SOLE 1,253,719 0 0
ABBVIE INC COM 00287Y109 67,395,801 309,880 SH SOLE 309,880 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 7,396,107 53,935 SH SOLE 53,935 0 0
AERCAP HOLDINGS NV SHS N00985106 367,623,332 2,679,861 SH SOLE 2,624,064 0 55,797
AIRBNB INC COM CL A 009066101 108,056,154 855,687 SH SOLE 835,851 0 19,836
ALPHABET INC CAP STK CL C 02079K107 936,979,998 3,266,332 SH SOLE 3,201,499 0 64,833
ALPHABET INC CAP STK CL A 02079K305 5,341,139 18,574 SH SOLE 18,574 0 0
AMAZON COM INC COM 023135106 760,194,039 3,650,041 SH SOLE 3,579,130 0 70,911
AMENTUM HOLDINGS INC COM 023939101 8,705,243 333,790 SH SOLE 333,790 0 0
AMERICAN ELEC PWR CO INC COM 025537101 174,925,211 1,334,492 SH SOLE 1,326,292 0 8,200
AMETEK INC COM 031100100 42,637,705 198,907 SH SOLE 198,907 0 0
AMPHENOL CORP CL A 032095101 503,727,252 3,986,761 SH SOLE 3,938,648 0 48,113
AON PLC SHS CL A G0403H108 412,218,465 1,277,088 SH SOLE 1,252,249 0 24,839
APPLE INC COM 037833100 972,777 3,833 SH SOLE 3,833 0 0
APTARGROUP INC COM 038336103 82,829,543 657,273 SH SOLE 657,273 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 23,857,592 648,128 SH SOLE 648,128 0 0
BARRETT BUSINESS SVCS INC COM 068463108 49,658,874 1,701,812 SH SOLE 1,701,812 0 0
BECTON DICKINSON & CO COM 075887109 55,851,398 355,221 SH SOLE 355,221 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 365,533,260 509 SH SOLE 509 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,195,947 54,666 SH SOLE 32,427 0 22,239
BIO RAD LABS INC CL A 090572207 52,623,540 188,784 SH SOLE 188,784 0 0
BK TECHNOLOGIES CORPORATION COM NEW 05587G203 8,724,546 116,904 SH SOLE 116,904 0 0
BLOCK INC CL A 852234103 10,715,470 178,057 SH SOLE 178,057 0 0
BOOKING HOLDINGS INC COM 09857L108 238,733,565 56,702 SH SOLE 55,377 0 1,325
BORGWARNER INC COM 099724106 45,267,707 834,274 SH SOLE 834,274 0 0
BOSTON SCIENTIFIC CORP COM 101137107 37,001,102 589,659 SH SOLE 578,759 0 10,900
BRINKS CO COM 109696104 1,514,449 14,614 SH SOLE 14,614 0 0
BWX TECHNOLOGIES INC COM 05605H100 150,128,787 734,162 SH SOLE 734,162 0 0
CACI INTL INC CL A 127190304 121,939,461 224,207 SH SOLE 224,207 0 0
CARLISLE COS INC COM 142339100 5,416,988 16,237 SH SOLE 16,237 0 0
CDW CORP COM 12514G108 127,251,925 1,051,495 SH SOLE 1,023,502 0 27,993
CENCORA INC COM 03073E105 323,929,545 1,031,163 SH SOLE 1,020,328 0 10,835
CHORD ENERGY CORPORATION COM NEW 674215207 3,303,410 23,234 SH SOLE 23,234 0 0
CME GROUP INC COM 12572Q105 304,594,160 1,031,299 SH SOLE 1,018,909 0 12,390
COGNEX CORP COM 192422103 58,141,920 1,186,812 SH SOLE 1,186,812 0 0
COMFORT SYS USA INC COM 199908104 7,165,232 5,196 SH SOLE 5,196 0 0
CORPAY INC COM SHS 219948106 149,412,889 513,464 SH SOLE 501,454 0 12,010
CSW INDUSTRIALS INC COM 126402106 4,929,392 18,917 SH SOLE 18,917 0 0
DANAHER CORP DEL COM 235851102 64,239,703 338,817 SH SOLE 338,817 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,878,081 60,054 SH SOLE 60,054 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 19,973,407 423,704 SH SOLE 423,704 0 0
DORMAN PRODS INC COM 258278100 26,631,628 255,190 SH SOLE 255,190 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 55,330,043 189,001 SH SOLE 189,001 0 0
ENSIGN GROUP INC COM 29358P101 34,038,589 168,926 SH SOLE 168,926 0 0
EOG RES INC COM 26875P101 1,612,100 11,151 SH SOLE 11,151 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 77,960,505 725,214 SH SOLE 725,214 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 156,757,951 672,031 SH SOLE 661,545 0 10,486
FTI CONSULTING INC COM 302941109 231,749,889 1,311,025 SH SOLE 1,297,134 0 13,891
GALLAGHER ARTHUR J & CO COM 363576109 125,892,756 581,276 SH SOLE 581,276 0 0
GARRETT MOTION INC COM 366505105 3,262,605 179,560 SH SOLE 179,560 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 66,801,058 2,684,930 SH SOLE 2,684,930 0 0
HERSHEY CO COM 427866108 55,200,408 265,527 SH SOLE 265,527 0 0
INSPERITY INC COM 45778Q107 20,197,339 746,943 SH SOLE 746,943 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 24,781,158 369,482 SH SOLE 366,782 0 2,700
INTERCONTINENTAL EXCHANGE IN COM 45866F104 327,230,634 2,080,561 SH SOLE 2,047,036 0 33,525
INTERPARFUMS INC COM 458334109 28,237,977 310,854 SH SOLE 310,854 0 0
ITT INC COM 45073V108 86,543,108 454,223 SH SOLE 454,223 0 0
JOHNSON & JOHNSON COM 478160104 88,514,168 362,110 SH SOLE 362,110 0 0
JPMORGAN CHASE & CO COM 46625H100 327,570,399 1,113,579 SH SOLE 1,092,655 0 20,924
KASPI KZ JSC SPONSORED ADS 48581R205 5,391,629 72,791 SH SOLE 72,791 0 0
KINSALE CAP GROUP INC COM 49714P108 20,442,201 59,832 SH SOLE 59,832 0 0
KKR & CO INC COM 48251W104 19,502,608 210,839 SH SOLE 210,839 0 0
KLA CORP COM NEW 482480100 13,864,213 9,416 SH SOLE 9,416 0 0
LEGENCE CORP CL A 52476L109 7,576,085 134,185 SH SOLE 134,185 0 0
LPL FINL HLDGS INC COM 50212V100 14,657,340 48,723 SH SOLE 48,723 0 0
LUMENTUM HLDGS INC COM 55024U109 6,242,617 8,883 SH SOLE 8,883 0 0
MARSH & MCLENNAN COS INC COM 571748102 602,841,086 3,475,590 SH SOLE 3,402,119 0 73,471
MARTIN MARIETTA MATLS INC COM 573284106 150,512,525 255,678 SH SOLE 255,678 0 0
MASTERCARD INCORPORATED CL A 57636Q104 225,953,247 452,214 SH SOLE 446,784 0 5,430
MCCORMICK & CO INC COM NON VTG 579780206 20,073,859 397,975 SH SOLE 397,975 0 0
MCEWEN INC. COM NEW 58039P305 14,433,897 706,851 SH SOLE 706,851 0 0
MCKESSON CORP COM 58155Q103 74,144,045 85,680 SH SOLE 83,680 0 2,000
MEDLINE INC COM CL A 58507V107 16,344,672 367,296 SH SOLE 367,296 0 0
MEDPACE HLDGS INC COM 58506Q109 214,214,680 446,104 SH SOLE 437,891 0 8,213
META PLATFORMS INC CL A 30303M102 350,602,980 612,803 SH SOLE 596,022 0 16,781
MICROSOFT CORP COM 594918104 857,027,949 2,315,228 SH SOLE 2,268,343 0 46,885
MURPHY USA INC COM 626755102 2,985,555 6,044 SH SOLE 6,044 0 0
NETEASE COM INC SPONSORED ADS 64110W102 58,418,464 521,873 SH SOLE 511,997 0 9,876
NEWMONT CORP COM 651639106 3,437,479 31,755 SH SOLE 31,755 0 0
NIKE INC CL B 654106103 56,491,888 1,069,517 SH SOLE 1,069,517 0 0
NORTHROP GRUMMAN CORP COM 666807102 466,216,891 683,362 SH SOLE 669,857 0 13,505
NOVANTA INC COM 67000B104 56,950,634 482,183 SH SOLE 482,183 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 110,700,387 7,703,576 SH SOLE 7,587,076 0 116,500
NVIDIA CORPORATION COM 67066G104 165,943,693 951,512 SH SOLE 929,718 0 21,794
OPENLANE INC COM 48238T109 31,618,276 1,084,675 SH SOLE 1,084,675 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 3,241,466 35,115 SH SOLE 35,115 0 0
OSI SYSTEMS INC COM 671044105 175,935,953 662,634 SH SOLE 662,634 0 0
PATHWARD FINANCIAL INC COM 59100U108 23,962,092 268,543 SH SOLE 268,543 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 3,513,970 34,390 SH SOLE 34,390 0 0
PROCTER & GAMBLE CO COM 742718109 122,952,095 851,233 SH SOLE 851,233 0 0
RB GLOBAL INC COM 74935Q107 9,555,382 99,691 SH SOLE 99,691 0 0
RESMED INC COM 761152107 18,857,891 84,007 SH SOLE 84,007 0 0
ROYAL BK CDA COM 780087102 241,861 1,495 SH SOLE 1,495 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 16,910,286 501,194 SH SOLE 501,194 0 0
S&P GLOBAL INC COM 78409V104 162,952,433 383,111 SH SOLE 377,096 0 6,015
SAIA INC COM 78709Y105 6,619,520 18,844 SH SOLE 18,844 0 0
SANDISK CORP COM 80004C200 19,402,013 30,538 SH SOLE 30,538 0 0
SEA LTD SPONSORD ADS 81141R100 1,403,381 16,947 SH SOLE 16,947 0 0
SHARKNINJA INC COM SHS G8068L108 19,282,272 182,080 SH SOLE 182,080 0 0
SHELL PLC SPON ADS 780259305 662,191,248 7,120,336 SH SOLE 6,982,066 0 138,270
SHERWIN WILLIAMS CO COM 824348106 33,194,555 103,555 SH SOLE 103,555 0 0
SOUTHERN CO COM 842587107 330,267,986 3,421,757 SH SOLE 3,365,557 0 56,200
SPROTT INC COM NEW 852066208 193,083,908 1,351,182 SH SOLE 1,351,182 0 0
SPROUTS FMRS MKT INC COM 85208M102 9,606,233 124,546 SH SOLE 124,546 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 45,382,968 134,289 SH SOLE 134,289 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 66,952,871 7,214,749 SH SOLE 7,102,879 0 111,870
TEXAS INSTRS INC COM 882508104 84,963,235 437,639 SH SOLE 437,639 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 169,344,342 965,035 SH SOLE 949,835 0 15,200
TRADEWEB MKTS INC CL A 892672106 73,719,991 626,551 SH SOLE 626,551 0 0
UBER TECHNOLOGIES INC COM 90353T100 159,236,908 2,213,776 SH SOLE 2,162,807 0 50,969
UNITEDHEALTH GROUP INC COM 91324P102 39,653,882 146,546 SH SOLE 146,546 0 0
VALVOLINE INC COM 92047W101 36,582,340 1,086,174 SH SOLE 1,086,174 0 0
VEEVA SYS INC CL A COM 922475108 965,076 5,494 SH SOLE 5,494 0 0
VENTURE GLOBAL INC COM CL A 92333F101 12,141,740 770,415 SH SOLE 770,415 0 0
VERISK ANALYTICS INC COM 92345Y106 54,142,696 285,337 SH SOLE 285,337 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 137,085,959 2,730,796 SH SOLE 2,730,796 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,218,272 32,797 SH SOLE 32,797 0 0
VISA INC COM CL A 92826C839 585,363,622 1,936,751 SH SOLE 1,900,313 0 36,438
WARNER MUSIC GROUP CORP COM CL A 934550203 8,717,441 341,325 SH SOLE 341,325 0 0
WATERS CORP COM 941848103 418,000,121 1,403,627 SH SOLE 1,383,736 0 19,891
WAYSTAR HLDG CORP COM 946784105 10,925,905 453,169 SH SOLE 453,169 0 0
WELLS FARGO & CO COM 949746101 371,793,348 4,670,184 SH SOLE 4,564,933 0 105,251
WILLSCOT HLDGS CORP COM CL A 971378104 3,089,715 177,979 SH SOLE 177,979 0 0
XPO INC COM 983793100 6,422,096 33,010 SH SOLE 33,010 0 0
ZOETIS INC CL A 98978V103 89,045,583 753,283 SH SOLE 744,283 0 9,000