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 CLASS A G1151C101 8,893,478 71,468 SH SOLE 52,217 0 19,251
JOHNSON CONTROLS INTERNATION SHS G51502105 280,093 1,917 SH SOLE 1,917 0 0
KLARNA GROUP PLC SHS G5279N105 786,324 38,850 SH SOLE 19,500 0 19,350
LINDE PLC SHS G54950103 293,720 566 SH SOLE 66 0 500
MEDTRONIC PLC SHS G5960L103 2,589,413 33,100 SH SOLE 29,450 0 3,650
NU HLDGS LTD ORD SHS CL A G6683N103 30,814,101 2,306,445 SH SOLE 1,657,530 0 648,915
TRANE TECHNOLOGIES PLC SHS G8994E103 1,080,552 2,200 SH SOLE 0 0 2,200
VALARIS LTD CL A G9460G101 2,249,511 30,985 SH SOLE 26,419 0 4,566
XP INC CL A G98239109 628,043 38,625 SH SOLE 30,200 0 8,425
GARMIN LTD SHS H2906T109 3,379,007 14,225 SH SOLE 13,025 0 1,200
TRANSOCEAN LTD REGISTERED SHS H8817H100 1,970,724 403,011 SH SOLE 342,687 0 60,324
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 2,116,129 49,178 SH SOLE 43,535 0 5,643
ASML HLDG NV N Y REGISTRY SHS N07059210 5,946,436 2,989 SH SOLE 2,681 0 308
FERRARI N V COM N3167Y103 1,935,908 5,200 SH SOLE 200 0 5,000
NEBIUS GROUP N.V. SHS CLASS A N97284108 57,898,488 209,648 SH SOLE 161,843 0 47,805
AT&T INC COM 00206R102 861,738 41,630 SH SOLE 17,130 0 24,500
ABBOTT LABORATORIES COM 002824100 2,133,388 23,511 SH SOLE 14,136 0 9,375
ABBVIE INC COM 00287Y109 11,559,838 45,938 SH SOLE 25,549 0 20,389
ADOBE INC COM 00724F101 21,216,637 103,486 SH SOLE 53,446 0 50,040
AECOM COM 00766T100 795,720 11,400 SH SOLE 4,200 0 7,200
ADVANCED MICRO DEVICES INC COM 007903107 21,699,893 37,355 SH SOLE 29,055 0 8,300
AGILENT TECHNOLOGIES INC COM 00846U101 1,088,542 8,195 SH SOLE 2,620 0 5,575
AIRBNB INC COM CL A 009066101 12,022,117 84,012 SH SOLE 61,047 0 22,965
ALIGN TECHNOLOGY INC COM 016255101 13,628,065 80,802 SH SOLE 59,467 0 21,335
ALLOGENE THERAPEUTICS INC COM 019770106 34,380 16,529 SH SOLE 0 0 16,529
ALPHA METALLURGICAL RESOUR I COM 020764106 2,010,289 12,188 SH SOLE 10,745 0 1,443
ALPHABET INC CAP STK CL C 02079K107 66,599,878 188,492 SH SOLE 125,175 0 63,317
ALPHABET INC CAP STK CL A 02079K305 120,942,393 338,423 SH SOLE 241,895 0 96,528
ALTRIA GROUP INC COM 02209S103 296,229 4,117 SH SOLE 4,117 0 0
AMAZON COM INC COM 023135106 83,048,779 348,447 SH SOLE 260,472 0 87,975
AMERICAN ELEC PWR CO INC COM 025537101 624,674 4,566 SH SOLE 816 0 3,750
AMERICAN EXPRESS CO COM 025816109 37,924,365 112,119 SH SOLE 83,502 0 28,617
AMGEN INC COM 031162100 9,077,615 25,068 SH SOLE 16,338 0 8,730
ANALOG DEVICES INC COM 032654105 1,263,398 3,181 SH SOLE 2,306 0 875
APPLE INC COM 037833100 148,082,698 511,759 SH SOLE 358,948 0 152,811
APPLIED MATLS INC COM 038222105 759,150 1,050 SH SOLE 1,050 0 0
APPLOVIN CORP COM CL A 03831W108 21,978,166 42,657 SH SOLE 31,480 0 11,177
AUTODESK INC COM 052769106 12,197,781 62,739 SH SOLE 46,423 0 16,316
AUTOMATIC DATA PROCESSING IN COM 053015103 11,468,703 51,211 SH SOLE 23,334 0 27,877
AUTONATION INC COM 05329W102 8,486,887 45,680 SH SOLE 35,495 0 10,185
BANK OF AMER CORP COM 060505104 5,256,291 92,248 SH SOLE 92,073 0 175
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,663,414 11,318 SH SOLE 6,431 0 4,887
BIOGEN INC COM 09062X103 249,549 1,155 SH SOLE 1,155 0 0
BLACKROCK INC COM 09290D101 1,711,577 1,780 SH SOLE 1,590 0 190
BOEING CO COM 097023105 2,880,133 13,305 SH SOLE 11,265 0 2,040
BOOKING HOLDINGS INC COM 09857L108 16,845,997 94,513 SH SOLE 69,473 0 25,040
BRADY CORP CL A 104674106 274,710 3,000 SH SOLE 0 0 3,000
BRISTOL-MYERS SQUIBB CO COM 110122108 748,887 12,997 SH SOLE 4,997 0 8,000
BROADCOM INC COM 11135F101 3,414,860 9,040 SH SOLE 9,040 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,675,208 74,600 SH SOLE 57,330 0 17,270
CVS HEALTH CORP COM 126650100 919,461 8,888 SH SOLE 8,163 0 725
CATERPILLAR INC COM 149123101 6,174,290 5,798 SH SOLE 3,935 0 1,863
CHARLES RIV LABS INTL INC COM 159864107 5,447,042 24,018 SH SOLE 8,633 0 15,385
CHARTER COMMUNICATIONS INC CL A 16119P108 1,791,704 12,599 SH SOLE 11,155 0 1,444
CHENIERE ENERGY INC COM NEW 16411R208 2,950,339 12,344 SH SOLE 10,881 0 1,463
CHURCH & DWIGHT CO INC COM 171340102 8,861,032 91,464 SH SOLE 61,872 0 29,592
CISCO SYS INC COM 17275R102 8,116,447 69,100 SH SOLE 26,410 0 42,690
COCA COLA CO COM 191216100 1,336,404 16,444 SH SOLE 12,619 0 3,825
COLGATE PALMOLIVE CO COM 194162103 873,074 9,523 SH SOLE 5,523 0 4,000
COMCAST CORP NEW CL A 20030N101 319,394 13,010 SH SOLE 7,385 0 5,625
COMPASS INC CL A 20464U100 4,093,930 332,030 SH SOLE 232,055 0 99,975
CONOCOPHILLIPS COM 20825C104 278,093 2,675 SH SOLE 2,575 0 100
CORNING INC COM 219350105 11,485,410 44,965 SH SOLE 32,800 0 12,165
CORPAY INC COM SHS 219948106 2,476,196 7,430 SH SOLE 5,010 0 2,420
COSTCO WHOLESALE CORPORATION COM 22160K105 58,254,677 62,273 SH SOLE 38,802 0 23,471
COUPANG INC CL A 22266T109 2,385,335 137,325 SH SOLE 92,775 0 44,550
CROCS INC COM 227046109 366,746 3,040 SH SOLE 2,040 0 1,000
CROWDSTRIKE HLDGS INC CL A 22788C105 23,974,043 31,415 SH SOLE 24,830 0 6,585
CUMMINS INC COM 231021106 23,323,164 32,702 SH SOLE 23,545 0 9,157
D R HORTON INC COM 23331A109 8,346,948 51,246 SH SOLE 38,679 0 12,567
DXC TECHNOLOGY CO COM 23355L106 132,768 15,002 SH SOLE 15,002 0 0
DEERE & CO COM 244199105 10,245,699 16,152 SH SOLE 11,702 0 4,450
DELL TECHNOLOGIES INC CL C 24703L202 105,446,667 244,395 SH SOLE 189,830 0 54,565
DELTA AIR LINES INC COM NEW 247361702 3,419,620 36,511 SH SOLE 32,322 0 4,189
DISNEY WALT CO COM 254687106 454,011 4,717 SH SOLE 2,600 0 2,117
DONALDSON INC COM 257651109 843,838 9,400 SH SOLE 0 0 9,400
DUOLINGO INC CL A COM 26603R106 1,995,712 17,351 SH SOLE 13,896 0 3,455
EAST WEST BANCORP INC COM 27579R104 264,635 2,050 SH SOLE 750 0 1,300
EBAY INC. COM 278642103 1,304,681 11,675 SH SOLE 1,275 0 10,400
ECOLAB INC COM 278865100 18,706,897 67,144 SH SOLE 39,182 0 27,962
EDISON INTL COM 281020107 360,785 4,846 SH SOLE 846 0 4,000
EDWARDS LIFESCIENCES CORP COM 28176E108 10,744,414 118,775 SH SOLE 59,355 0 59,420
ELECTRONIC ARTS INC COM 285512109 371,122 1,810 SH SOLE 1,810 0 0
EMERSON ELEC CO COM 291011104 407,978 2,850 SH SOLE 1,650 0 1,200
EVERCORE INC CLASS A 29977A105 290,224 850 SH SOLE 850 0 0
EXPEDIA GROUP INC COM NEW 30212P303 17,902,303 69,964 SH SOLE 56,089 0 13,875
EXPEDITORS INTL WASH INC COM 302130109 9,511,187 58,358 SH SOLE 45,278 0 13,080
HYPERION DEFI INC COM NEW 30234E203 54,322 17,300 SH SOLE 10,000 0 7,300
FS KKR CAP CORP COM 302635206 180,989 17,237 SH SOLE 17,237 0 0
META PLATFORMS INC CL A 30303M102 90,730,094 161,072 SH SOLE 122,544 0 38,528
FASTENAL CO COM 311900104 3,698,598 77,006 SH SOLE 43,456 0 33,550
FEDEX CORP COM 31428X106 6,484,095 20,707 SH SOLE 9,402 0 11,305
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 1,395,089 9,239 SH SOLE 4,146 0 5,093
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 178,633 1,183 SH SOLE 626 0 557
FISERV INC COM 337738108 2,984,938 60,855 SH SOLE 25,135 0 35,720
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 6,057,701 197,255 SH SOLE 142,530 0 54,725
GE VERNOVA INC COM 36828A101 3,028,789 2,578 SH SOLE 2,284 0 294
GILEAD SCIENCES INC COM 375558103 2,071,597 16,397 SH SOLE 5,000 0 11,397
GLOBAL PMTS INC COM 37940X102 350,465 4,830 SH SOLE 1,730 0 3,100
GOLDMAN SACHS GROUP INC COM 38141G104 1,330,693 1,316 SH SOLE 1,246 0 70
WW GRAINGER INC COM 384802104 12,419,092 9,129 SH SOLE 4,698 0 4,431
GRIFFON CORP COM 398433102 2,184,672 22,400 SH SOLE 19,831 0 2,569
HCA HEALTHCARE INC COM 40412C101 3,527,725 9,048 SH SOLE 4,338 0 4,710
HEICO CORP NEW COM 422806109 276,047 775 SH SOLE 775 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,820,206 40,350 SH SOLE 31,417 0 8,933
HOME DEPOT INC COM 437076102 5,100,815 14,463 SH SOLE 3,950 0 10,513
IDEXX LABS INC COM 45168D104 794,924 1,510 SH SOLE 1,460 0 50
ILLINOIS TOOL WKS INC COM 452308109 453,037 1,675 SH SOLE 1,675 0 0
INTEL CORP COM 458140100 1,513,452 10,839 SH SOLE 3,849 0 6,990
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,602,496 29,900 SH SOLE 19,035 0 10,865
INTERCONTINENTAL EXCHANGE IN COM 45866F104 22,192,137 180,263 SH SOLE 135,575 0 44,688
INTERNATIONAL BUSINESS MACHS COM 459200101 4,022,709 14,305 SH SOLE 12,660 0 1,645
INTUIT COM 461202103 16,825,226 64,464 SH SOLE 44,254 0 20,210
INTUITIVE SURGICAL INC COM NEW 46120E602 11,335,868 28,505 SH SOLE 28,275 0 230
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,922,183 13,734 SH SOLE 8,704 0 5,030
INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 46137V787 616,782 6,880 SH SOLE 5,505 0 1,375
ISHARES TR IBOXX INV CP ETF 464287242 828,278 7,594 SH SOLE 7,594 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,013,413 36,700 SH SOLE 36,630 0 70
ISHARES TR ISHARES BIOTECH 464287556 18,394,226 96,715 SH SOLE 70,293 0 26,422
ISHARES TR TRUST ISHARE 0-1 464288679 4,266,661 38,665 SH SOLE 34,876 0 3,789
ISHARES TR US HLTHCR PR ETF 464288828 861,488 15,570 SH SOLE 14,050 0 1,520
JPMORGAN CHASE & CO COM 46625H100 1,925,068 5,881 SH SOLE 5,731 0 150
JOHNSON & JOHNSON COM 478160104 23,158,254 91,185 SH SOLE 56,857 0 34,328
KENVUE INC COM 49177J102 295,192 15,447 SH SOLE 4,169 0 11,278
LAM RESEARCH CORP COM NEW 512807306 498,763 1,151 SH SOLE 1,151 0 0
LENNAR CORP CL A 526057104 603,478 6,669 SH SOLE 5,017 0 1,652
ELI LILLY & CO COM 532457108 55,590,414 46,347 SH SOLE 30,574 0 15,773
LOUISIANA PAC CORP COM 546347105 452,295 5,750 SH SOLE 5,750 0 0
LOWES COS INC COM 548661107 15,963,238 72,399 SH SOLE 53,814 0 18,585
LULULEMON ATHLETICA INC COM 550021109 1,400,418 12,265 SH SOLE 1,395 0 10,870
M & T BK CORP COM 55261F104 321,314 1,350 SH SOLE 750 0 600
MAPLEBEAR INC COM 565394103 12,552,390 265,098 SH SOLE 190,068 0 75,030
MARVELL TECHNOLOGY INC COM 573874104 4,234,506 14,215 SH SOLE 11,890 0 2,325
MASTERCARD INCORPORATED CL A 57636Q104 9,412,235 18,326 SH SOLE 9,891 0 8,435
MCDONALDS CORP COM 580135101 2,822,577 10,442 SH SOLE 6,842 0 3,600
MCKESSON CORP COM 58155Q103 264,474 350 SH SOLE 350 0 0
MERCADOLIBRE INC COM 58733R102 37,972,879 22,371 SH SOLE 16,466 0 5,905
MERCK & CO INC COM 58933Y105 7,070,068 55,020 SH SOLE 30,248 0 24,772
MICROSOFT CORP COM 594918104 75,136,435 201,427 SH SOLE 131,755 0 69,672
MICRON TECHNOLOGY INC COM 595112103 26,981,529 23,375 SH SOLE 21,070 0 2,305
MOLINA HEALTHCARE INC COM 60855R100 44,310,854 193,751 SH SOLE 131,142 0 62,609
MOODYS CORP COM 615369105 2,606,102 5,754 SH SOLE 4,774 0 980
MORGAN STANLEY COM NEW 617446448 355,368 1,700 SH SOLE 1,700 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 20,416,857 49,163 SH SOLE 37,027 0 12,136
NETFLIX INC. COM 64110L106 4,243,159 59,428 SH SOLE 53,187 0 6,241
NEXTERA ENERGY INC COM 65339F101 1,746,623 19,900 SH SOLE 3,900 0 16,000
NIKE INC CL B 654106103 1,585,803 38,631 SH SOLE 16,775 0 21,856
NORFOLK SOUTHN CORP COM 655844108 8,016,225 25,482 SH SOLE 15,996 0 9,486
NOVARTIS AG SPONSORED ADR 66987V109 12,560,638 80,147 SH SOLE 56,472 0 23,675
NVIDIA CORPORATION COM 67066G104 82,491,552 412,272 SH SOLE 307,860 0 104,412
ORACLE CORP COM 68389X105 7,502,774 51,196 SH SOLE 22,178 0 29,018
PALO ALTO NETWORKS INC COM 697435105 506,415 1,485 SH SOLE 1,445 0 40
PAYCHEX INC COM 704326107 8,489,921 86,341 SH SOLE 59,866 0 26,475
PAYPAL HLDGS INC COM 70450Y103 4,078,394 94,451 SH SOLE 62,508 0 31,943
PEPSICO INC COM 713448108 2,818,282 20,814 SH SOLE 11,329 0 9,485
PFIZER INC COM 717081103 433,560 18,005 SH SOLE 3,955 0 14,050
PHILIP MORRIS INTL INC COM 718172109 274,850 1,519 SH SOLE 1,519 0 0
PROCTER & GAMBLE CO COM 742718109 1,156,682 7,888 SH SOLE 2,433 0 5,455
PROFESIONALLY MANAGED PORTFO PABRA WAGON ETF 74316P538 170,817 12,414 SH SOLE 11,229 0 1,185
PROGRESSIVE CORP COM 743315103 29,986,850 137,271 SH SOLE 100,719 0 36,552
QUALCOMM INC COM 747525103 21,843,533 118,207 SH SOLE 80,787 0 37,420
QUEST DIAGNOSTICS INC COM 74834L100 530,511 2,503 SH SOLE 2,503 0 0
RPM INTL INC COM 749685103 263,981 2,375 SH SOLE 2,375 0 0
RALPH LAUREN CORP CL A 751212101 4,387,411 10,930 SH SOLE 10,165 0 765
RTX CORPORATION COM 75513E101 1,017,901 5,365 SH SOLE 5,365 0 0
REDDIT INC CL A 75734B100 10,411,849 59,983 SH SOLE 46,553 0 13,430
REGENERON PHARMACEUTICALS COM 75886F107 327,359 525 SH SOLE 290 0 235
S&P GLOBAL INC COM SHS 78409V112 2,624,791 6,445 SH SOLE 1,955 0 4,490
SLM CORP COM 78442P106 2,824,088 108,870 SH SOLE 75,680 0 33,190
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 4,698,729 6,292 SH SOLE 3,541 0 2,751
SPDR GOLD TR GOLD SHS 78463V107 798,648 2,168 SH SOLE 1,960 0 208
SPDR SERIES TRUST ST STR CONV ETF 78464A359 246,369 2,285 SH SOLE 2,285 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 14,229,049 89,915 SH SOLE 73,350 0 16,565
SALESFORCE INC COM 79466L302 2,453,609 15,662 SH SOLE 10,463 0 5,199
SCHWAB CHARLES CORP COM 808513105 241,286 2,615 SH SOLE 465 0 2,150
SCOTTS MIRACLE-GRO CO CL A 810186106 2,970,618 43,615 SH SOLE 18,665 0 24,950
SEA LTD SPONSORD ADS 81141R100 12,863,101 134,228 SH SOLE 101,173 0 33,055
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 490,630 9,238 SH SOLE 8,352 0 886
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 598,488 13,200 SH SOLE 5,200 0 8,000
SHERWIN WILLIAMS CO COM 824348106 516,480 1,500 SH SOLE 1,500 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 643,975 5,640 SH SOLE 4,400 0 1,240
QXO INC COM NEW 82846H405 11,515,478 666,405 SH SOLE 479,635 0 186,770
SOUTHERN CO COM 842587107 392,411 4,100 SH SOLE 600 0 3,500
SPROUTS FMRS MKT INC COM 85208M102 22,421,397 265,091 SH SOLE 194,916 0 70,175
BLOCK INC CL A 852234103 3,244,668 42,693 SH SOLE 32,525 0 10,168
STARBUCKS CORP COM 855244109 694,892 6,800 SH SOLE 6,675 0 125
STRYKER CORPORATION COM 863667101 12,433,661 39,492 SH SOLE 32,796 0 6,696
SYSCO CORP COM 871829107 3,017,656 36,105 SH SOLE 6,050 0 30,055
TJX COS INC NEW COM 872540109 1,146,401 7,567 SH SOLE 2,407 0 5,160
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,366,328 2,861 SH SOLE 2,666 0 195
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 764,689 3,059 SH SOLE 3,000 0 59
TARGET CORP COM 87612E106 393,562 3,013 SH SOLE 3,013 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 922,679 4,932 SH SOLE 4,369 0 563
TESLA INC COM 88160R101 1,486,821 3,535 SH SOLE 945 0 2,590
TEXAS INSTRS INC COM 882508104 30,725,115 103,080 SH SOLE 69,676 0 33,404
THERMO FISHER SCIENTIFIC INC COM 883556102 681,850 1,360 SH SOLE 1,300 0 60
3M CO COM 88579Y101 970,165 5,992 SH SOLE 4,567 0 1,425
TOLL BROTHERS INC COM 889478103 3,225,970 19,581 SH SOLE 12,891 0 6,690
TRIMBLE INC COM 896239100 6,752,484 131,936 SH SOLE 75,711 0 56,225
US BANCORP COM NEW 902973304 375,990 6,225 SH SOLE 5,975 0 250
UBER TECHNOLOGIES INC COM 90353T100 12,360,286 171,290 SH SOLE 122,870 0 48,420
ULTA BEAUTY INC COM 90384S303 744,117 1,650 SH SOLE 1,150 0 500
UNION PAC CORP COM 907818108 13,964,752 51,341 SH SOLE 35,096 0 16,245
UNITED PARCEL SVCS INC CL B 911312106 295,625 2,750 SH SOLE 750 0 2,000
UNITEDHEALTH GROUP INC COM 91324P102 16,371,250 39,389 SH SOLE 31,204 0 8,185
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 341,719 521 SH SOLE 521 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 683,419 1,837 SH SOLE 1,685 0 152
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 229,758 971 SH SOLE 971 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 332,741 1,700 SH SOLE 700 0 1,000
VEEVA SYS INC CL A COM 922475108 2,228,136 12,555 SH SOLE 3,760 0 8,795
VANGUARD INDEX FDS GROWTH ETF 922908736 914,635 10,618 SH SOLE 9,598 0 1,020
VANGUARD INDEX FDS TOTAL STK MKT 922908769 977,646 2,642 SH SOLE 2,642 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 428,608 10,123 SH SOLE 10,123 0 0
VISA INC COM CL A 92826C839 14,486,632 42,224 SH SOLE 32,009 0 10,215
WEC ENERGY GROUP INC COM 92939U106 852,421 7,300 SH SOLE 800 0 6,500
WALMART INC COM 931142103 13,305,445 117,477 SH SOLE 80,433 0 37,044
WASTE MGMT INC DEL COM 94106L109 29,107,162 130,596 SH SOLE 93,852 0 36,744
WATERS CORP COM 941848103 5,311,692 14,163 SH SOLE 6,948 0 7,215
WILLIAMS SONOMA INC COM 969904101 30,779,845 132,046 SH SOLE 105,664 0 26,382
YUM BRANDS INC COM 988498101 2,371,744 14,836 SH SOLE 12,386 0 2,450
ZOETIS INC CL A 98978V103 3,655,374 50,868 SH SOLE 40,647 0 10,221