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
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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
3M Company COM 88579Y101 265,370 1,639 SH SOLE 1,639 0 0
Abbott Laboratories COM 002824100 361,145 3,980 SH SOLE 3,980 0 0
AbbVie Inc. COM 00287Y109 1,001,527 3,980 SH SOLE 3,980 0 0
ACI Worldwide Inc COM 004498101 6,335,836 125,986 SH SOLE 100,458 0 25,528
Acuity Inc. COM 00508Y102 56,021,395 148,732 SH SOLE 131,040 0 17,692
AdaptHealth Corporation COMMON STOCK 00653Q102 443,048 42,519 SH SOLE 21,248 0 21,271
Addus Homecare Corp COM 006739106 3,665,949 36,488 SH SOLE 29,071 0 7,417
Adobe Inc COM 00724F101 38,110,963 185,889 SH SOLE 152,759 0 33,130
Agco Corporation COM 001084102 1,892,936 15,814 SH SOLE 12,603 0 3,211
Alamo Group Inc COM 011311107 333,421 2,027 SH SOLE 1,013 0 1,014
Alarm.com Holdings Inc. COM 011642105 5,454,653 116,752 SH SOLE 93,016 0 23,736
Allison Transmission Holdings Inc COM 01973R101 57,741,933 512,169 SH SOLE 416,682 0 95,487
Alphabet Inc. CAP STK CL A 02079K305 55,237,609 154,567 SH SOLE 129,434 0 25,133
Amdocs Limited SHS G02602103 25,351,319 501,609 SH SOLE 437,133 0 64,476
American Express Company COM 025816109 5,899,757 17,442 SH SOLE 16,839 0 603
Amgen Inc. COM 031162100 6,844,792 18,902 SH SOLE 18,218 0 684
AMN Healthcare Services Inc COM 001744101 224,810 6,945 SH SOLE 3,534 0 3,411
Apple Inc. COM 037833100 6,426,107 22,208 SH SOLE 21,430 0 778
Applied Industrial Technologies Inc. COM 03820C105 5,517,594 16,317 SH SOLE 15,696 0 621
Autodesk Inc COM 052769106 11,039,168 56,780 SH SOLE 48,980 0 7,800
Automatic Data Processing, Inc. COM 053015103 210,737 941 SH SOLE 941 0 0
Autozone, Inc. COM 053332102 325,986 102 SH SOLE 102 0 0
Aveanna Healthcare Holdings Inc COM 05356F105 493,101 57,538 SH SOLE 28,758 0 28,780
AZZ Inc COM 002474104 2,547,627 16,431 SH SOLE 13,093 0 3,338
Bank of America Corp. COM 060505104 460,057 8,074 SH SOLE 8,074 0 0
Bausch Health Companies Inc. COM 071734107 98,911 20,063 SH SOLE 10,025 0 10,038
Berkshire Hathaway Inc. CL B NEW 084670702 63,289,828 126,481 SH SOLE 105,129 0 21,352
Bioventus Inc. COM CL A 09075A108 329,390 34,893 SH SOLE 17,437 0 17,456
Bk Technologies Corporation COM NEW 05587G203 232,576 2,705 SH SOLE 1,351 0 1,354
Blackrock Inc. COM 09290D101 684,631 712 SH SOLE 712 0 0
Block(H&R)Inc COM 093671105 5,576,435 146,440 SH SOLE 113,254 0 33,186
Brady Corp CL A 104674106 18,838,879 205,732 SH SOLE 176,249 0 29,483
Bristol-Myers Squibb Company COM 110122108 38,483,418 667,883 SH SOLE 523,515 0 144,368
Builders Firstsource, Inc. COM 12008R107 30,707,031 343,172 SH SOLE 300,921 0 42,251
California BanCorp COM 84252A106 342,651 16,442 SH SOLE 8,214 0 8,228
Capital One Financial Corp. COM 14040H105 52,004,315 259,218 SH SOLE 214,641 0 44,577
Carriage Services, Inc. COM 143905107 3,593,225 93,720 SH SOLE 74,734 0 18,986
Caterpillar Inc COM 149123101 6,413,893 6,023 SH SOLE 2,261 0 3,762
Check Point Software Technologies Ltd. ORD M22465104 5,525,974 42,045 SH SOLE 40,543 0 1,502
Chubb Ltd (Switzerland) COM H1467J104 5,411,633 15,882 SH SOLE 5,944 0 9,938
Cisco Systems, Inc. COM 17275R102 70,189,163 597,558 SH SOLE 510,601 0 86,957
Climb Global Solutions Inc COM 946760105 234,491 10,103 SH SOLE 5,047 0 5,056
Cognizant Technology Solutions Corp. CL A 192446102 5,019,021 129,590 SH SOLE 99,977 0 29,613
Constellation Energy Corp. COM 21037T109 394,163 1,587 SH SOLE 1,587 0 0
Core & Main Inc CL A 21874C102 3,106,239 64,378 SH SOLE 51,292 0 13,086
Costco Wholesale Corporation COM 22160K105 713,764 763 SH SOLE 763 0 0
Crawford & Co CL A 224633206 5,166,551 458,434 SH SOLE 353,844 0 104,590
Criteo S.A SPONS ADS 226718104 3,790,413 207,353 SH SOLE 165,361 0 41,992
Crown Holdings Inc COM 228368106 43,813,312 391,820 SH SOLE 343,516 0 48,304
CTS Corporation COM 126501105 5,730,071 87,898 SH SOLE 70,041 0 17,857
Cummins Inc. COM 231021106 1,022,743 1,434 SH SOLE 1,434 0 0
CVS Health Corp COM 126650100 15,237,047 147,289 SH SOLE 143,687 0 3,602
Daktronics Inc. COM 234264109 426,780 21,819 SH SOLE 10,904 0 10,915
Descartes Systems Group Inc. COM 249906108 3,997,710 57,737 SH SOLE 45,995 0 11,742
Dole PLC ORD SHS G27907107 331,818 24,185 SH SOLE 12,086 0 12,099
Donaldson Co Inc COM 257651109 11,333,732 126,253 SH SOLE 110,574 0 15,679
DoubleVerify Holdings Inc COM 25862V105 418,055 38,566 SH SOLE 21,794 0 16,772
Douglas Dynamics Inc. COM 25960R105 3,379,320 62,638 SH SOLE 48,685 0 13,953
Elevance Health Inc. COM 036752103 46,771,900 120,942 SH SOLE 106,608 0 14,334
Emerson Electric Co. COM 291011104 342,844 2,395 SH SOLE 2,395 0 0
Encore Capital Group Inc. COM 292554102 3,313,381 35,517 SH SOLE 28,298 0 7,219
EnerSys COM 29275Y102 12,012,035 51,373 SH SOLE 45,277 0 6,096
Ennis Inc COM 293389102 457,321 21,521 SH SOLE 12,450 0 9,071
EOG Resources Inc. COM 26875P101 3,969,868 30,601 SH SOLE 6,274 0 24,327
Essent Group Ltd. COM G3198U102 5,259,968 81,829 SH SOLE 65,268 0 16,561
Exelixis, Inc. COM 30161Q104 15,411,796 283,253 SH SOLE 276,388 0 6,865
Exelon Corp. COM 30161N101 222,051 4,763 SH SOLE 4,763 0 0
Expedia Group Inc COM NEW 30212P303 63,107,940 246,631 SH SOLE 218,871 0 27,760
F N B Corp (Pennsylvania) COM 302520101 2,394,197 125,482 SH SOLE 99,991 0 25,491
F5 Inc COM 315616102 22,023,834 52,947 SH SOLE 46,201 0 6,746
Fox Corporation CL A COM 35137L105 1,222,630 23,440 SH SOLE 23,440 0 0
Franklin Electric Co Inc COM 353514102 5,914,851 55,181 SH SOLE 43,971 0 11,210
Frontdoor Inc COM 35905A109 17,799,612 229,406 SH SOLE 201,815 0 27,591
Gallagher Aj &Co COM 363576109 7,098,304 30,920 SH SOLE 23,855 0 7,065
Garrett Motion Inc COM 366505105 8,177,763 225,718 SH SOLE 179,828 0 45,890
Gentex Corp COM 371901109 59,027,915 2,335,889 SH SOLE 2,018,750 0 317,139
Gilead Sciences Inc. COM 375558103 4,778,431 37,822 SH SOLE 16,606 0 21,216
Global Industrial Company COM 37892E102 2,661,174 79,533 SH SOLE 63,363 0 16,170
Goldman Sachs Group, Inc. COM 38141G104 66,236,644 65,492 SH SOLE 55,469 0 10,023
Gorman-Rupp Co COM 383082104 339,530 3,701 SH SOLE 1,849 0 1,852
Graham Holdings Co COM CL B 384637104 17,405,514 15,249 SH SOLE 10,051 0 5,198
H B Fuller Company COM 359694106 4,155,902 71,297 SH SOLE 56,806 0 14,491
Hamilton Insurance Group Ltd. CL B G42706104 3,434,355 101,189 SH SOLE 80,620 0 20,569
Incyte Corporation. COM 45337C102 8,763,408 77,306 SH SOLE 59,756 0 17,550
Information Services Group Inc. COM 45675Y104 354,882 86,346 SH SOLE 43,135 0 43,211
Inmode Limited SHS M5425M103 306,640 20,974 SH SOLE 10,482 0 10,492
International General Insurance Holdings Ltd SHS G4809J106 226,004 8,636 SH SOLE 4,395 0 4,241
iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF ULTRA SHORT DUR 46434V878 1,838,886 36,356 SH SOLE 36,356 0 0
Ituran SHS M6158M104 7,296,491 119,595 SH SOLE 95,281 0 24,314
Janus International Group Inc COMMON STOCK 47103N106 145,732 26,258 SH SOLE 13,115 0 13,143
Johnson & Johnson COM 478160104 41,331,332 162,741 SH SOLE 128,770 0 33,971
JPMorgan Chase & Co. COM 46625H100 70,991,985 216,882 SH SOLE 184,273 0 32,609
Kingstone Companies Inc COM 496719105 238,922 12,555 SH SOLE 6,273 0 6,282
Koppers Holdings Inc COM 50060P106 5,510,218 122,722 SH SOLE 97,842 0 24,880
Lam Research Corporation COM NEW 512807306 13,896,893 32,070 SH SOLE 30,975 0 1,095
Leidos Holdings Inc COM 525327102 13,623,034 132,301 SH SOLE 95,692 0 36,609
Liberty Media Corp Del COM LBTY ONE S C 531229755 506,621 5,325 SH SOLE 5,325 0 0
LKQ Corporation COM 501889208 56,926,671 2,162,046 SH SOLE 1,767,477 0 394,569
Maplebear Inc. COM 565394103 12,689,184 267,987 SH SOLE 164,299 0 103,688
Markel Group Inc COM 570535104 9,456,474 4,842 SH SOLE 3,819 0 1,023
Masco Corporation COM 574599106 50,902,143 625,564 SH SOLE 548,224 0 77,340
Match Group Inc COM 57667L107 79,752,534 2,095,993 SH SOLE 1,729,331 0 366,662
Maximus Inc COM 577933104 4,555,139 84,731 SH SOLE 67,505 0 17,226
Mckesson Corp. COM 58155Q103 250,104 331 SH SOLE 331 0 0
Merck & Co., Inc COM 58933Y105 543,555 4,230 SH SOLE 4,230 0 0
Merit Medical Systems Inc. COM 589889104 5,510,866 79,476 SH SOLE 63,322 0 16,154
Mesa Laboratories Inc. COM 59064R109 343,049 3,446 SH SOLE 1,722 0 1,724
Meta Platforms Inc Cl A 30303M102 43,890,430 77,918 SH SOLE 66,170 0 11,748
Metropolitan Bank Holding Corp COM 591774104 2,744,343 27,788 SH SOLE 21,606 0 6,182
MGIC Investment Corp. COM 552848103 5,733,539 203,317 SH SOLE 161,989 0 41,328
Microsoft Corp. COM 594918104 7,984,493 21,405 SH SOLE 20,727 0 678
Mistras Group Inc COM 60649T107 330,847 18,938 SH SOLE 9,461 0 9,477
Mitek Systems Inc. COM NEW 606710200 445,155 22,114 SH SOLE 11,049 0 11,065
MSA Safety Inc. COM 553498106 3,227,984 18,490 SH SOLE 14,731 0 3,759
Mueller Industries Inc. COM 624756102 9,769,124 79,469 SH SOLE 48,366 0 31,103
Myers Industries Inc. COM 628464109 3,792,435 107,404 SH SOLE 83,511 0 23,893
NAPCO Security Technologies Inc. COM 630402105 1,847,005 48,631 SH SOLE 38,776 0 9,855
NetApp Inc. COM 64110D104 74,245,027 479,743 SH SOLE 421,933 0 57,810
Neurocrine Biosciences Inc COM 64125C109 46,740,991 277,337 SH SOLE 247,062 0 30,275
Nexxen International Ltd SHS NEW M8T80P204 344,774 38,181 SH SOLE 19,075 0 19,106
Nomad Foods Ltd. USD ORD SHS G6564A105 4,826,311 440,759 SH SOLE 351,121 0 89,638
NWPX Infrastructure Inc. COM 667746101 609,956 4,068 SH SOLE 2,033 0 2,035
OAK Valley Bancorp COM 671807105 479,112 14,198 SH SOLE 7,088 0 7,110
OceanaGold Corp. COM NEW 675222400 2,770,563 110,469 SH SOLE 85,347 0 25,122
Oil-Dri Corporation Of America COM 677864100 619,290 6,059 SH SOLE 3,028 0 3,031
Opera Limited SPONSORED ADS 68373M107 5,106,979 257,538 SH SOLE 205,162 0 52,376
Option Care Health Inc COM NEW 68404L201 3,018,086 143,924 SH SOLE 114,777 0 29,147
Paylocity Holding Corporation COM 70438V106 5,539,045 52,990 SH SOLE 42,219 0 10,771
Paypal Holdings Inc. COM 70450Y103 37,611,680 871,044 SH SOLE 770,930 0 100,114
PC Connection Inc. COM 69318J100 2,682,601 36,753 SH SOLE 29,281 0 7,472
Pediatrix Medical Group Inc COM 58502B106 501,762 19,809 SH SOLE 9,900 0 9,909
Peoples Financial Services Corp. COM 711040105 343,398 5,174 SH SOLE 2,585 0 2,589
Perdoceo Education Corp. COM 71363P106 5,563,136 173,848 SH SOLE 138,551 0 35,297
Phibro Animal Health Corporation CL A COM 71742Q106 271,579 8,649 SH SOLE 4,322 0 4,327
Priority Technology Holdings Inc. COM 74275G107 212,913 31,921 SH SOLE 16,245 0 15,676
Professionally Managed Portfolios AKRE FOCUS ETF AKRE FOCUS ETF 74316P579 436,371 8,204 SH SOLE 8,204 0 0
Pulte Group Inc COM 745867101 52,242,159 380,746 SH SOLE 333,856 0 46,890
QUALCOMM Inc. COM 747525103 66,449,006 359,592 SH SOLE 305,627 0 53,965
Radiant Logistics Inc. COM 75025X100 400,366 42,322 SH SOLE 21,146 0 21,176
Red River Bancshares Inc. COM 75686R202 342,300 3,750 SH SOLE 1,873 0 1,877
Regeneron Pharmaceuticals, Inc. COM 75886F107 44,376,718 71,169 SH SOLE 56,845 0 14,324
Regional Management Corp. COM 75902K106 224,334 5,445 SH SOLE 2,721 0 2,724
Riley Exploration Permian Inc. COM 76665T102 5,241,431 159,024 SH SOLE 120,500 0 38,524
ScanSource Inc. COM 806037107 335,668 6,444 SH SOLE 3,218 0 3,226
Science Applications International Corp. COM 808625107 12,587,071 114,003 SH SOLE 100,513 0 13,490
Sensata Technologies Holding PLC SHS G8060N102 6,334,191 132,681 SH SOLE 105,792 0 26,889
Simply Good Foods Company COM 82900L102 4,350,435 327,593 SH SOLE 261,080 0 66,513
SiriusXM Holdings Inc COMMON STOCK 829933100 298,118 10,092 SH SOLE 10,092 0 0
Smith(Ao)Corp COM 831865209 4,470,368 71,275 SH SOLE 68,187 0 3,088
Snap-On Incorporated COM 833034101 60,611,902 150,626 SH SOLE 129,937 0 20,689
Solventum Corp. COM SHS 83444M101 6,447,580 83,572 SH SOLE 64,545 0 19,027
SS&C Technologies Holdings Inc. COM 78467J100 40,246,437 648,613 SH SOLE 568,736 0 79,877
Stantec Inc. COM 85472N109 324,428 4,708 SH SOLE 4,708 0 0
Stride Inc COM 86333M108 3,355,512 38,909 SH SOLE 31,000 0 7,909
Synchrony Financial COM 87165B103 7,658,387 100,702 SH SOLE 77,692 0 23,010
Sysco Corporation COM 871829107 39,593,768 473,723 SH SOLE 415,055 0 58,668
Teekay Tankers Ltd. CL A G8726X106 318,447 4,909 SH SOLE 2,453 0 2,456
Tennant Co COM 880345103 420,017 4,798 SH SOLE 2,397 0 2,401
The Cigna Group COM 125523100 51,837,764 188,036 SH SOLE 168,796 0 19,240
The Procter & Gamble Co. COM 742718109 219,960 1,500 SH SOLE 1,500 0 0
Timberland Bancorp inc. COM 887098101 461,050 10,289 SH SOLE 5,139 0 5,150
Uber Technologies Inc COM 90353T100 3,500,121 48,505 SH SOLE 14,283 0 34,222
United Therapeutics Corporation COM 91307C102 41,627,715 76,828 SH SOLE 66,213 0 10,615
UnitedHealth Group Inc. COM 91324P102 46,539,338 111,973 SH SOLE 91,460 0 20,513
Utah Medical Products Inc. COM 917488108 375,113 5,438 SH SOLE 2,715 0 2,723
V2X Inc COM 92242T101 422,233 5,663 SH SOLE 2,830 0 2,833
Vanguard Bond Index Funds SHORT TRM BOND SHORT TRM BOND 921937827 471,697 6,054 SH SOLE 6,054 0 0
Vanguard Scottsdale Funds SHORT TERM TREAS SHORT TERM TREAS 92206C102 454,309 7,806 SH SOLE 7,806 0 0
Vanguard Scottsdale Funds SHRT TRM CORP BD SHRT TRM CORP BD 92206C409 467,328 5,913 SH SOLE 5,913 0 0
Viemed Healthcare Inc. COM 92663R105 340,244 29,846 SH SOLE 14,911 0 14,935
Vontier Corporation COM 928881101 5,272,432 181,808 SH SOLE 144,852 0 36,956
Walmart Inc COM 931142103 6,306,204 55,679 SH SOLE 53,712 0 1,967
Wells Fargo & Co. COM 949746101 53,506,425 647,464 SH SOLE 539,923 0 107,541
Wesco International, Inc. COM 95082P105 41,878,206 121,235 SH SOLE 106,281 0 14,954
Western New England Bancorp Inc COM 958892101 383,812 26,840 SH SOLE 14,824 0 12,016
WEX Inc COM 96208T104 5,181,248 36,723 SH SOLE 29,258 0 7,465
Xpel Inc. COM 98379L100 301,320 6,075 SH SOLE 3,036 0 3,039
Yalla Group Limited ADS 98459U103 5,874,185 1,069,979 SH SOLE 852,487 0 217,492
Zions Bancorporation Natl Assn Global Bank COM 989701107 7,785,397 112,522 SH SOLE 86,845 0 25,677
Zoetis Inc. CL A 98978V103 5,623,189 78,252 SH SOLE 60,369 0 17,883
Zoom Communications Inc. CL A 98980L101 57,722,488 668,781 SH SOLE 556,492 0 112,289