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
A10 NETWORKS INC COM 002121101 2,787,392 74,609 SH SOLE 74,609 0 0
ABBVIE INC COM 00287Y109 171,298,897 680,730 SH SOLE 551,659 0 129,071
ADVANCED MICRO DEVICES INC COM 007903107 82,327,727 141,722 SH SOLE 139,306 0 2,416
AIR PRODUCTS AND CHEMICALS I COM 009158106 615,092 2,098 SH SOLE 2,098 0 0
AIRBNB INC COM CL A 009066101 2,389,770 16,700 SH SOLE 16,700 0 0
ALBEMARLE CORP COM 012653101 223,475 1,655 SH SOLE 1,655 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,044,934 10,887 SH SOLE 10,887 0 0
ALLSTATE CORP COM 020002101 2,426,988 10,200 SH SOLE 10,200 0 0
ALPHABET INC CAP STK CL A 02079K305 311,289,640 871,057 SH SOLE 753,883 0 117,174
ALPHABET INC CAP STK CL C 02079K107 243,406,564 688,893 SH SOLE 683,351 0 5,542
AMAZON COM INC COM 023135106 346,913,880 1,455,542 SH SOLE 1,443,471 0 12,071
AMERICAN TOWER CORP COM 03027X100 24,562,653 150,166 SH SOLE 148,260 0 1,906
AMPHENOL CORP CL A 032095101 46,957,719 266,321 SH SOLE 266,321 0 0
ANALOG DEVICES INC COM 032654105 1,187,935 2,991 SH SOLE 2,991 0 0
APA CORPORATION COM 03743Q108 19,681,041 604,269 SH SOLE 597,965 0 6,304
APPLE INC COM 037833100 586,966,181 2,028,498 SH SOLE 1,930,998 0 97,500
ARCHER DANIELS MIDLAND CO COM 039483102 19,983,795 261,568 SH SOLE 256,766 0 4,802
ARISTA NETWORKS INC COM SHS 040413205 49,178,731 289,491 SH SOLE 286,425 0 3,066
ASTRAZENECA PLC ORD G0593M107 356,526,759 1,905,111 SH SOLE 718,699 0 1,186,412
ASTRONICS CORP COM 046433108 19,912,600 245,048 SH SOLE 241,048 0 4,000
ATLASSIAN CORPORATION CL A 049468101 1,828,065 23,500 SH SOLE 23,500 0 0
AUTODESK INC COM 052769106 4,151,839 21,355 SH SOLE 21,355 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 983,588 4,392 SH SOLE 4,392 0 0
AVERY DENNISON CORP COM 053611109 18,728,047 115,356 SH SOLE 113,191 0 2,165
BANK OF AMER CORP COM 060505104 20,960,777 367,862 SH SOLE 367,862 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 53,462,168 106,841 SH SOLE 104,939 0 1,902
BIOGEN INC COM 09062X103 52,092,282 241,101 SH SOLE 238,127 0 2,974
BOOKING HOLDINGS INC COM 09857L108 773,383 4,339 SH SOLE 4,339 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 2,665,410 24,600 SH SOLE 24,600 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 36,603,220 635,252 SH SOLE 630,486 0 4,766
BROADCOM INC COM 11135F101 459,600,115 1,216,678 SH SOLE 1,089,259 0 127,419
BURLINGTON STORES INC COM 122017106 2,049,696 6,470 SH SOLE 6,470 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 14,847,659 39,560 SH SOLE 39,560 0 0
CATERPILLAR INC COM 149123101 50,212,165 47,152 SH SOLE 46,288 0 864
CBOE GLOBAL MKTS INC COM 12503M108 751,064 3,095 SH SOLE 3,095 0 0
CBRE GROUP INC CL A 12504L109 1,670,829 12,405 SH SOLE 12,405 0 0
CF INDUSTRIES HOLD COM 125269100 2,024,462 18,700 SH SOLE 18,700 0 0
CHEVRON CORPORATION COM 166764100 31,033,753 187,221 SH SOLE 183,763 0 3,458
CINCINNATI FINL CORP COM 172062101 84,970,188 458,951 SH SOLE 419,528 0 39,423
CISCO SYS INC COM 17275R102 90,248,277 768,332 SH SOLE 761,383 0 6,949
CITIZENS FINL GROUP INC COM 174610105 86,596,570 1,235,858 SH SOLE 1,229,176 0 6,682
CLOROX CO DEL COM 189054109 85,610 897 SH SOLE 897 0 0
CLOUDFLARE INC CL A COM 18915M107 47,394,964 193,228 SH SOLE 191,854 0 1,374
CME GROUP INC COM 12572Q105 62,245,131 281,869 SH SOLE 229,971 0 51,898
COLGATE PALMOLIVE CO COM 194162103 66,091,470 720,893 SH SOLE 534,085 0 186,808
CONSTELLATION BRANDS INC CL A 21036P108 19,123,623 137,491 SH SOLE 134,917 0 2,574
COPA HOLDINGS SA CL A P31076105 2,358,752 15,162 SH SOLE 15,162 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 37,692,893 40,293 SH SOLE 39,964 0 329
CROCS INC COM 227046109 18,923,349 156,858 SH SOLE 153,979 0 2,879
CROWDSTRIKE HLDGS INC CL A 22788C105 34,727,449 45,506 SH SOLE 45,506 0 0
CROWN HLDGS INC COM 228368106 32,515,020 290,780 SH SOLE 288,257 0 2,523
CUMMINS INC COM 231021106 134,226,835 188,201 SH SOLE 149,297 0 38,904
D R HORTON INC COM 23331A109 9,275,364 56,946 SH SOLE 56,946 0 0
DANAHER CORP DEL COM 235851102 7,556,913 39,673 SH SOLE 39,673 0 0
DARDEN RESTAURANTS INC COM 237194105 33,751,442 163,834 SH SOLE 87,933 0 75,901
DATADOG INC CL A COM 23804L103 12,001,294 46,095 SH SOLE 46,095 0 0
DECKERS OUTDOOR CORP COM 243537107 1,777,291 17,900 SH SOLE 17,900 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 1,961,235 118,647 SH SOLE 118,647 0 0
DIGI INTL INC COM 253798102 2,970,119 39,628 SH SOLE 39,628 0 0
DIGITAL RLTY TR INC COM 253868103 9,582,748 53,362 SH SOLE 53,362 0 0
DONALDSON INC COM 257651109 10,831,918 120,663 SH SOLE 120,663 0 0
EATON CORP PLC SHS G29183103 113,028,330 265,250 SH SOLE 198,399 0 66,851
ELI LILLY & CO COM 532457108 97,185,015 81,026 SH SOLE 79,851 0 1,175
EMCOR GROUP INC COM 29084Q100 770,129 928 SH SOLE 928 0 0
EQT CORP COM 26884L109 1,898,169 35,700 SH SOLE 35,700 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 6,146,725 95,372 SH SOLE 92,221 0 3,151
ESSENTIAL UTILS INC COM 29670G102 23,119,625 603,488 SH SOLE 603,488 0 0
EXPEDIA GROUP INC COM NEW 30212P303 19,854,497 77,593 SH SOLE 76,138 0 1,455
EXXON MOBIL CORP COM 30231G102 46,783,807 342,187 SH SOLE 337,440 0 4,747
FASTENAL CO COM 311900104 45,082,447 938,631 SH SOLE 602,183 0 336,448
FEDEX CORP COM 31428X106 35,171,701 112,323 SH SOLE 111,193 0 1,130
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 4,805,122 31,822 SH SOLE 31,236 0 586
FIRST BANCORP CORPORATION COM NEW 318672706 2,330,658 89,400 SH SOLE 89,400 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 17,118,267 79,134 SH SOLE 77,681 0 1,453
FORTINET INC COM 34959E109 35,806,210 233,083 SH SOLE 228,711 0 4,372
GARMIN LTD SHS H2906T109 377,689 1,590 SH SOLE 1,590 0 0
GE AEROSPACE COM NEW 369604301 64,971,839 173,847 SH SOLE 171,786 0 2,061
GENERAC HLDGS INC COM 368736104 1,631,830 5,573 SH SOLE 5,573 0 0
GILEAD SCIENCES INC COM 375558103 24,275,726 192,146 SH SOLE 192,146 0 0
GLOBAL SHIP LEASE INC COM CL A Y27183600 2,068,000 55,000 SH SOLE 55,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,028,541 233,393 SH SOLE 193,410 0 39,983
HOME DEPOT INC COM 437076102 61,906,273 175,531 SH SOLE 123,009 0 52,522
IDEX CORP COM 45167R104 20,093,926 88,539 SH SOLE 88,539 0 0
INCYTE CORP COM 45337C102 2,343,945 20,677 SH SOLE 20,677 0 0
INTEL CORP COM 458140100 109,687,464 785,558 SH SOLE 779,070 0 6,488
ITT INC COM 45073V108 11,749,317 59,412 SH SOLE 59,412 0 0
JOHNSON & JOHNSON COM 478160104 112,687,251 443,703 SH SOLE 376,356 0 67,347
JPMORGAN CHASE & CO COM 46625H100 187,543,396 572,949 SH SOLE 462,858 0 110,091
KIMBERLY-CLARK CORP COM 494368103 11,775,467 107,274 SH SOLE 107,274 0 0
KLA CORP COM NEW 482480100 233,211,270 772,965 SH SOLE 642,200 0 130,765
LAM RESEARCH CORP COM NEW 512807306 92,592,654 213,677 SH SOLE 212,363 0 1,314
LINDSAY CORP COM 535555106 1,832,240 14,800 SH SOLE 14,800 0 0
LOCKHEED MARTIN CORP COM 539830109 1,393,373 2,735 SH SOLE 2,735 0 0
MACYS INC COM 55616P104 20,076,328 852,498 SH SOLE 836,852 0 15,646
MASTERCARD INCORPORATED CL A 57636Q104 32,100,514 62,501 SH SOLE 61,352 0 1,149
MCKESSON CORP COM 58155Q103 847,783 1,122 SH SOLE 1,122 0 0
MEDTRONIC PLC SHS G5960L103 11,308,147 144,550 SH SOLE 142,821 0 1,729
MERCADOLIBRE INC COM 58733R102 21,251,323 12,520 SH SOLE 12,520 0 0
MERCK & CO INC COM 58933Y105 150,309,277 1,169,722 SH SOLE 995,017 0 174,705
META PLATFORMS INC CL A 30303M102 159,751,297 283,604 SH SOLE 281,103 0 2,501
METLIFE INC COM 59156R108 56,115,975 663,231 SH SOLE 657,051 0 6,180
MICRON TECHNOLOGY INC COM 595112103 291,005,743 252,108 SH SOLE 250,429 0 1,679
MICROSOFT CORP COM 594918104 526,248,037 1,410,777 SH SOLE 1,276,002 0 134,775
MOHAWK INDS INC COM 608190104 27,952,005 230,380 SH SOLE 226,081 0 4,299
MONGODB INC CL A 60937P106 29,442,307 87,652 SH SOLE 86,964 0 688
MORGAN STANLEY COM NEW 617446448 164,032,643 784,695 SH SOLE 607,282 0 177,413
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,043,227 4,920 SH SOLE 4,920 0 0
NASDAQ INC COM 631103108 1,828,624 23,200 SH SOLE 23,200 0 0
NETFLIX INC. COM 64110L106 42,243,096 591,640 SH SOLE 587,081 0 4,559
NEWMONT CORP COM 651639106 32,321,257 346,052 SH SOLE 342,426 0 3,626
NEXTERA ENERGY INC COM 65339F101 31,240,942 355,941 SH SOLE 348,986 0 6,955
NORDSON CORP COM 655663102 23,608,751 78,255 SH SOLE 76,792 0 1,463
NUCOR CORP COM 670346105 322,097 1,446 SH SOLE 1,446 0 0
NVIDIA CORPORATION COM 67066G104 637,220,620 3,184,670 SH SOLE 3,042,234 0 142,436
OMNICOM GROUP INC COM 681919106 18,004,231 247,209 SH SOLE 242,660 0 4,549
ORACLE CORP COM 68389X105 42,012,075 286,674 SH SOLE 283,494 0 3,180
OREILLY AUTOMOTIVE INC COM 67103H107 19,804,231 215,053 SH SOLE 211,038 0 4,015
ORMAT TECHNOLOGIES INC COM 686688102 12,156,180 111,627 SH SOLE 109,569 0 2,058
OUTFRONT MEDIA INC COM NEW 69007J304 1,871,481 57,127 SH SOLE 57,127 0 0
PACKAGING CORP AMER COM 695156109 11,584,935 48,619 SH SOLE 48,619 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 24,621,803 211,038 SH SOLE 209,486 0 1,552
PAYPAL HLDGS INC COM 70450Y103 2,302,530 53,324 SH SOLE 53,324 0 0
PEPSICO INC COM 713448108 67,109,385 495,638 SH SOLE 384,220 0 111,418
PFIZER INC COM 717081103 5,178,428 215,051 SH SOLE 215,051 0 0
PHILIP MORRIS INTL INC COM 718172109 615,275 3,401 SH SOLE 3,401 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,733,042 11,100 SH SOLE 11,100 0 0
PROCTER & GAMBLE CO COM 742718109 7,281,409 49,655 SH SOLE 49,655 0 0
PROGRESSIVE CORP COM 743315103 22,743,703 104,114 SH SOLE 102,204 0 1,910
PROLOGIS INC. COM 74340W103 14,518,997 107,175 SH SOLE 107,175 0 0
PROTO LABS INC COM 743713109 2,526,810 31,000 SH SOLE 31,000 0 0
PULTE GROUP INC COM 745867101 27,860,765 203,052 SH SOLE 199,269 0 3,783
QUEST DIAGNOSTICS INC COM 74834L100 22,866,862 107,888 SH SOLE 107,888 0 0
RALPH LAUREN CORP CL A 751212101 2,173,635 5,415 SH SOLE 5,415 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 2,361,640 78,200 SH SOLE 78,200 0 0
REPUBLIC SVCS INC COM 760759100 31,181,914 146,339 SH SOLE 145,009 0 1,330
ROCKWELL AUTOMATION INC COM 773903109 48,193,068 97,344 SH SOLE 96,377 0 967
RTX CORPORATION COM 75513E101 65,396,326 344,681 SH SOLE 240,373 0 104,308
S&P GLOBAL INC COM 78409V104 613,741 1,507 SH SOLE 1,507 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,497,160 3,624 SH SOLE 3,624 0 0
SERVICENOW INC COM 81762P102 25,695,550 258,819 SH SOLE 255,934 0 2,885
SHERWIN WILLIAMS CO COM 824348106 18,962,735 55,073 SH SOLE 54,049 0 1,024
SKYWORKS SOLUTIONS INC COM 83088M102 2,122,276 31,302 SH SOLE 31,302 0 0
SLB LIMITED COM STK 806857108 28,803,019 619,553 SH SOLE 612,455 0 7,098
SNOWFLAKE INC COM SHS 833445109 22,118,850 86,911 SH SOLE 86,911 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,199,080 26,000 SH SOLE 26,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 45,552,198 483,980 SH SOLE 478,551 0 5,429
STATE STR CORP COM 857477103 60,170,010 354,776 SH SOLE 352,093 0 2,683
STEEL DYNAMICS INC COM 858119100 53,271,434 232,160 SH SOLE 197,120 0 35,040
STIFEL FINL CORP COM 860630102 10,245,515 146,847 SH SOLE 144,026 0 2,821
STRYKER CORPORATION COM 863667101 10,879,926 34,557 SH SOLE 34,557 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 242,386,833 507,542 SH SOLE 380,025 0 127,517
TESLA INC COM 88160R101 86,683,557 206,095 SH SOLE 203,222 0 2,873
TEXAS INSTRS INC COM 882508104 137,437,692 461,092 SH SOLE 368,825 0 92,267
TEXTRON INC COM 883203101 38,305,622 417,591 SH SOLE 413,266 0 4,325
THE CIGNA GROUP COM 125523100 31,709,265 115,022 SH SOLE 113,597 0 1,425
TJX COS INC NEW COM 872540109 31,613,505 208,670 SH SOLE 208,670 0 0
TOTALENERGIES SE ACT F92124100 76,784,843 987,222 SH SOLE 748,484 0 238,738
UBER TECHNOLOGIES INC COM 90353T100 9,198,740 127,477 SH SOLE 125,094 0 2,383
UNITED PARCEL SVCS INC CL B 911312106 31,969,963 297,395 SH SOLE 291,854 0 5,541
UNITED RENTALS INC COM 911363109 45,512,723 40,174 SH SOLE 39,712 0 462
US BANCORP COM NEW 902973304 80,634,966 1,335,016 SH SOLE 1,324,204 0 10,812
VERACYTE INC COM 92337F107 19,151,736 326,098 SH SOLE 319,784 0 6,314
VERIZON COMMUNICATIONS INC COM 92343V104 26,783,522 632,582 SH SOLE 623,559 0 9,023
VIATRIS INC COM 92556V106 8,432 531 SH SOLE 531 0 0
VISA INC COM CL A 92826C839 119,155,843 347,302 SH SOLE 302,437 0 44,865
WALMART INC COM 931142103 32,129,710 283,681 SH SOLE 279,258 0 4,423
WASTE MGMT INC DEL COM 94106L109 987,804 4,432 SH SOLE 4,432 0 0
WATSCO INC COM 942622200 43,325,334 103,965 SH SOLE 61,666 0 42,299
WATTS WATER TECHNOLOGIES INC CL A 942749102 37,278,175 95,231 SH SOLE 93,613 0 1,618
WESCO INTL INC COM 95082P105 21,876,773 63,332 SH SOLE 63,332 0 0
XYLEM INC COM 98419M100 17,265,634 146,059 SH SOLE 146,059 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 1,872,927 21,700 SH SOLE 21,700 0 0