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
LAZARD INC COM 52110M109 4,662,847 111,179 SH SOLE 110,059 0 1,120
CME GROUP INC COM 12572Q105 50,409,085 228,271 SH SOLE 224,329 0 3,942
NNN REIT INC COM 637417106 3,536,233 75,999 SH SOLE 74,911 0 1,088
TEXAS INSTRS INC COM 882508104 42,833,851 143,704 SH SOLE 140,846 0 2,858
ENI SPA SPONSORED ADR 26874R108 259,745 5,543 SH SOLE 5,543 0 0
ALIGN TECHNOLOGY INC COM 016255101 10,799,637 64,032 SH SOLE 63,760 0 272
ICHOR HOLDINGS SHS G4740B105 2,314,764 20,616 SH SOLE 20,616 0 0
JPMORGAN CHASE & CO COM 46625H100 52,020,593 158,924 SH SOLE 155,382 0 3,542
MARVELL TECHNOLOGY INC COM 573874104 1,146,579 3,849 SH SOLE 3,069 0 780
OMNICOM GROUP INC COM 681919106 38,036,560 522,265 SH SOLE 513,375 0 8,890
SOUTHWEST AIRLS CO COM 844741108 11,873,855 230,919 SH SOLE 229,805 0 1,114
LAMB WESTON HLDGS INC COM 513272104 2,835,156 65,659 SH SOLE 64,650 0 1,009
SUNBELT RENTALS HOLDINGS INC SHS 866966104 19,652,363 262,697 SH SOLE 260,763 0 1,934
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1,462,750 28,687 SH SOLE 28,687 0 0
AMERICAN EXPRESS CO COM 025816109 49,930,097 147,613 SH SOLE 144,929 0 2,684
ALPHABET INC CAP STK CL A 02079K305 63,523,232 177,752 SH SOLE 174,163 0 3,589
IDACORP INC COM 451107106 1,869,009 12,353 SH SOLE 12,353 0 0
CONSTELLATION BRANDS INC CL A 21036P108 35,671,717 256,465 SH SOLE 251,918 0 4,547
WEX INC COM 96208T104 4,233,970 30,009 SH SOLE 29,711 0 298
GLOBUS MED INC CL A 379577208 4,964,672 62,836 SH SOLE 62,227 0 609
METALLUS INC COM 887399103 1,725,891 92,343 SH SOLE 92,343 0 0
SYSCO CORP COM 871829107 46,201,436 552,781 SH SOLE 541,980 0 10,801
TOYOTA MOTOR CORP ADS 892331307 665,259 3,950 SH SOLE 3,950 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,526,826 33,315 SH SOLE 33,315 0 0
SOUTHSTATE BK CORP COM 84472E102 3,488,708 34,922 SH SOLE 34,469 0 453
BORGWARNER INC COM 099724106 3,418,471 51,483 SH SOLE 50,931 0 552
HONEYWELL INTL INC COM 438516205 29,665,183 132,493 SH SOLE 130,399 0 2,094
VERSANT MEDIA GROUP INC COM CL A 925283103 32,501,474 902,568 SH SOLE 886,826 0 15,742
WATSCO INC COM 942622200 3,466,777 8,319 SH SOLE 8,232 0 87
EAGLE MATLS INC COM 26969P108 1,680,525 7,469 SH SOLE 7,469 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 486,126 4,139 SH SOLE 4,139 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 4,228,567 146,520 SH SOLE 144,370 0 2,150
BOK FINL CORP COM NEW 05561Q201 5,507,286 39,655 SH SOLE 39,271 0 384
DIAGEO PLC SPON ADR NEW 25243Q205 44,036,505 547,854 SH SOLE 539,744 0 8,110
FEDEX CORP COM 31428X106 32,538,904 103,915 SH SOLE 101,892 0 2,023
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 13,589,242 397,673 SH SOLE 397,673 0 0
HALEON PLC SPON ADS 405552100 452,374 48,486 SH SOLE 48,486 0 0
INGREDION INC COM 457187102 1,721,449 18,176 SH SOLE 18,176 0 0
CHEVRON CORPORATION COM 166764100 30,742,347 185,463 SH SOLE 182,136 0 3,327
PACKAGING CORP AMER COM 695156109 3,510,103 14,731 SH SOLE 14,508 0 223
CORTEVA INC COM 22052L104 205,966 2,432 SH SOLE 2,096 0 336
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 17,065,018 4,526,530 SH SOLE 4,508,233 0 18,297
BARCLAYS PLC ADR 06738E204 13,990,353 520,862 SH SOLE 515,250 0 5,612
BRISTOL-MYERS SQUIBB CO COM 110122108 58,629,330 1,017,517 SH SOLE 1,000,176 0 17,341
ISHARES TR 1 3 YR TREAS BD 464287457 4,115,279 50,119 SH SOLE 50,119 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 3,849,296 201,323 SH SOLE 201,323 0 0
ZILLOW GROUP INC CL A 98954M101 6,717,070 214,124 SH SOLE 212,937 0 1,187
ISHARES TR RUS 1000 VAL ETF 464287598 14,020,454 57,833 SH SOLE 56,777 0 1,056
ASML HLDG NV N Y REGISTRY SHS N07059210 29,604,857 14,881 SH SOLE 14,772 0 109
APPLIED MATLS INC COM 038222105 40,131,561 55,507 SH SOLE 54,298 0 1,209
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 34,365,788 227,588 SH SOLE 223,543 0 4,045
SOLVENTUM CORP COM SHS 83444M101 3,443,050 44,628 SH SOLE 43,986 0 642
PINNACLE WEST CAP CORP COM 723484101 3,480,496 32,528 SH SOLE 32,038 0 490
TERRENO RLTY CORP COM 88146M101 1,512,056 23,345 SH SOLE 23,345 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,455,591 46,702 SH SOLE 46,323 0 379
HONEYWELL AEROSPACE INC COM 43849R105 29,291,774 132,494 SH SOLE 130,400 0 2,094
VANGUARD INDEX FDS VALUE ETF 922908744 641,150 2,942 SH SOLE 2,905 0 37
EURONET WORLDWIDE INC COM 298736109 2,449,816 33,472 SH SOLE 33,292 0 180
SAP SE SPON ADR 803054204 9,642,200 62,567 SH SOLE 61,915 0 652
PNC FINL SVCS GROUP INC COM 693475105 56,602,038 229,884 SH SOLE 225,329 0 4,555
HUB GROUP INC CL A 443320106 1,512,025 34,529 SH SOLE 34,529 0 0
ASTRAZENECA PLC ORD G0593M107 24,631,448 129,899 SH SOLE 128,942 0 957
PHREESIA INC COM 71944F106 3,495,482 339,697 SH SOLE 335,881 0 3,816
HALOZYME THERAPEUTICS INC COM 40637H109 1,811,090 23,139 SH SOLE 23,139 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 786,846 778 SH SOLE 640 0 138
NOVO-NORDISK A S ADR 670100205 14,091,148 293,933 SH SOLE 292,361 0 1,572
GOPRO INC CL A 38268T103 52,853 67,934 SH SOLE 67,934 0 0
DIODES INC COM 254543101 2,222,836 20,311 SH SOLE 20,311 0 0
REGENERON PHARMACEUTICALS COM 75886F107 35,899,068 57,573 SH SOLE 56,424 0 1,149
NXP SEMICONDUCTORS N V COM N6596X109 3,025,288 10,765 SH SOLE 10,765 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,927,035 99,157 SH SOLE 97,142 0 2,015
ISHARES TR A RATE CP BD ETF 46429B291 873,608 18,384 SH SOLE 18,384 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 835,549 11,727 SH SOLE 11,633 0 94
ALCON AG ORD SHS H01301128 12,430,409 185,252 SH SOLE 184,404 0 848
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 16,349,131 34,234 SH SOLE 33,791 0 443
CBOE GLOBAL MKTS INC COM 12503M108 2,228,439 9,183 SH SOLE 9,015 0 168
SEMPRA COM 816851109 39,892,649 430,295 SH SOLE 421,135 0 9,160
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,568,890 20,407 SH SOLE 20,407 0 0
AMRIZE LTD SHS H2927K103 56,537,709 1,060,745 SH SOLE 1,042,664 0 18,081
PROSPERITY BANCSHARES INC COM 743606105 5,419,410 74,208 SH SOLE 73,573 0 635
RAMBUS INC DEL COM 750917106 2,214,501 16,683 SH SOLE 16,683 0 0
TXNM ENERGY INC COM 69349H107 1,587,512 27,959 SH SOLE 27,959 0 0
SAIA INC COM 78709Y105 2,915,691 6,923 SH SOLE 6,829 0 94
AMERICOLD REALTY TRUST INC COM 03064D108 5,920,734 376,637 SH SOLE 373,068 0 3,569
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5,814,357 22,308 SH SOLE 22,093 0 215
RTX CORPORATION COM 75513E101 951,686 5,016 SH SOLE 4,194 0 822
REINSURANCE GROUP AMER INC COM NEW 759351604 5,225,661 24,574 SH SOLE 24,292 0 282
ISHARES TR 7-10 YR TRSY BD 464287440 448,262 4,740 SH SOLE 4,740 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 1,975,926 80,453 SH SOLE 80,453 0 0
CANADIAN NATL RY CO COM 136375102 15,695,680 131,631 SH SOLE 130,701 0 930
ISHARES TR CORE S&P MCP ETF 464287507 3,065,971 39,761 SH SOLE 38,401 0 1,360
LATTICE SEMICONDUCTOR CORP COM 518415104 6,465,007 42,266 SH SOLE 41,898 0 368
ESSENTIAL UTILS INC COM 29670G102 3,205,283 83,667 SH SOLE 82,457 0 1,210
LITTELFUSE INC COM 537008104 3,805,648 8,358 SH SOLE 8,220 0 138
ON SEMICONDUCTOR CORP COM 682189105 33,932,675 358,924 SH SOLE 352,782 0 6,142
WELLTOWER INC COM 95040Q104 376,997 1,661 SH SOLE 1,176 0 485
TEXAS CAP BANCSHARES INC COM 88224Q107 1,769,154 17,133 SH SOLE 17,133 0 0
ISHARES TR AGENCY BOND ETF 464288166 1,072,877 9,818 SH SOLE 9,818 0 0
NOVARTIS AG SPONSORED ADR 66987V109 203,893 1,301 SH SOLE 1,051 0 250
PEPSICO INC COM 713448108 43,189,215 318,975 SH SOLE 312,911 0 6,064
ING GROEP N.V. SPONSORED ADR 456837103 18,921,669 602,985 SH SOLE 596,576 0 6,409
ISHARES TR MSCI EAFE ETF 464287465 14,602,723 140,573 SH SOLE 137,077 0 3,496
NOV INC COM 62955J103 1,670,335 90,045 SH SOLE 90,045 0 0
CISCO SYS INC COM 17275R102 37,964,364 323,211 SH SOLE 317,657 0 5,554
FIRST AMERN FINL CORP COM 31847R102 1,781,831 25,978 SH SOLE 25,978 0 0
ATMOS ENERGY CORP COM 049560105 3,348,929 19,440 SH SOLE 19,136 0 304
CENTENE CORP DEL COM 15135B101 43,472,742 677,251 SH SOLE 665,961 0 11,290
US BANCORP COM NEW 902973304 38,909,318 644,194 SH SOLE 631,507 0 12,687
COOPER COS INC COM 216648501 3,138,675 43,769 SH SOLE 43,389 0 380
TJX COS INC NEW COM 872540109 25,372,463 167,475 SH SOLE 164,027 0 3,448
QUEST DIAGNOSTICS INC COM 74834L100 3,622,226 17,090 SH SOLE 16,830 0 260
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1,052,365 20,901 SH SOLE 20,901 0 0
LABCORP HOLDINGS INC COM SHS 504922105 57,636,600 205,845 SH SOLE 202,230 0 3,615
TE CONNECTIVITY PLC ORD SHS G87052109 663,297 3,290 SH SOLE 2,839 0 451
WEYERHAEUSER CO COM NEW 962166104 26,319,468 1,099,393 SH SOLE 1,078,961 0 20,432
ADDUS HOMECARE CORP COM 006739106 1,606,917 15,994 SH SOLE 15,994 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 32,221,457 261,729 SH SOLE 257,044 0 4,685
UNION PAC CORP COM 907818108 62,222,176 228,758 SH SOLE 224,609 0 4,149
NETSTREIT CORP COM 64119V303 1,847,163 87,419 SH SOLE 87,419 0 0
SLB LIMITED COM STK 806857108 25,535,330 549,265 SH SOLE 539,632 0 9,633
ACV AUCTIONS INC COM CL A 00091G104 3,906,169 543,278 SH SOLE 538,372 0 4,906
EPR PPTYS COM SH BEN INT 26884U109 1,724,579 29,729 SH SOLE 29,729 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 14,652,019 226,286 SH SOLE 224,438 0 1,848
SMURFIT WESTROCK PLC SHS G8267P108 21,425,504 463,154 SH SOLE 459,826 0 3,328
GENTEX CORP COM 371901109 5,047,809 199,755 SH SOLE 197,828 0 1,927
HF SINCLAIR CORP COM 403949100 3,369,458 48,377 SH SOLE 47,698 0 679
SONY GROUP CORP SPONSORED ADR 835699307 12,160,051 606,184 SH SOLE 599,639 0 6,545
MASCO CORP COM 574599106 46,749,750 574,533 SH SOLE 564,816 0 9,717
ALAMO GROUP INC COM 011311107 1,426,128 8,670 SH SOLE 8,670 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,664,676 5,253 SH SOLE 5,253 0 0
CHUBB LIMITED COM H1467J104 35,833,241 105,163 SH SOLE 102,963 0 2,200
APTIV PLC COM SHS G3265R107 39,504,475 643,605 SH SOLE 632,939 0 10,666
HEALTHSTREAM INC COM 42222N103 1,844,662 67,694 SH SOLE 67,694 0 0
MONARCH CASINO & RESORT INC COM 609027107 1,569,976 11,929 SH SOLE 11,929 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 4,603,679 307,527 SH SOLE 305,383 0 2,144
DELTA AIR LINES INC COM NEW 247361702 66,373,283 708,662 SH SOLE 696,490 0 12,172
MEDTRONIC PLC SHS G5960L103 47,891,937 612,194 SH SOLE 601,215 0 10,979
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,825,768 52,031 SH SOLE 52,031 0 0
UBER TECHNOLOGIES INC COM 90353T100 57,322,461 794,380 SH SOLE 780,407 0 13,973
CLOROX CO DEL COM 189054109 2,613,529 27,384 SH SOLE 27,137 0 247
AEGON LTD AMER REG 1 CERT 0076CA104 384,991 45,615 SH SOLE 45,615 0 0
ISHARES TR CORE MSCI EURO 46434V738 286,623 3,813 SH SOLE 3,813 0 0
AMAZON COM INC COM 023135106 53,526,159 224,579 SH SOLE 219,979 0 4,600
WILLIAMS COS INC COM 969457100 313,269 4,214 SH SOLE 3,112 0 1,102
ELEVANCE HEALTH INC FORMERLY COM 036752103 56,058,060 144,954 SH SOLE 142,554 0 2,400
LAUDER ESTEE COS INC CL A 518439104 845,318 10,707 SH SOLE 10,319 0 388
LINCOLN ELEC HLDGS INC COM 533900106 2,668,641 10,051 SH SOLE 9,861 0 190
HEALTHEQUITY INC COM 42226A107 1,629,915 18,046 SH SOLE 18,046 0 0
BANNER CORP COM NEW 06652V208 1,737,207 26,147 SH SOLE 26,147 0 0
FIDELITY NATL FINL INC COM SHS 31620R303 3,301,011 69,996 SH SOLE 68,898 0 1,098