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
3M CO COM 88579Y101 30,194,758 186,491 SH SOLE 175,025 11,466 0
ABBVIE INC COM 00287Y109 22,025,546 87,528 SH SOLE 82,020 5,508 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 25,515,243 366,493 SH SOLE 346,023 20,470 0
ALPHABET INC CAP STOCK CL A COM 02079K305 117,089,779 327,643 SH SOLE 308,650 18,993 0
ALPHABET INC CAP STOCK CL C COM 02079K107 57,434,145 162,551 SH SOLE 150,202 12,349 0
AMAZON.COM INC COM 023135106 109,987,236 461,472 SH SOLE 432,552 28,920 0
AMEREN CORP COM 023608102 21,409,550 189,398 SH SOLE 180,769 8,629 0
AMERICAN EXPRESS CO COM 025816109 24,013,382 70,993 SH SOLE 67,517 3,476 0
AMGEN INC COM 031162100 1,629,540 4,500 SH SOLE 4,500 0 0
AMPHENOL CORP CL A COM 032095101 33,243,725 188,542 SH SOLE 175,660 12,882 0
APPLE INC COM 037833100 192,396,621 664,904 SH SOLE 623,133 41,771 0
APPLOVIN CORP CL A COM 03831W108 39,072,982 75,836 SH SOLE 70,696 5,140 0
ARCH CAPITAL GROUP LTD COM G0450A105 22,374,854 230,526 SH SOLE 217,640 12,886 0
ARISTA NETWORKS INC COM 040413205 12,626,841 74,328 SH SOLE 70,561 3,767 0
ASCENDIS PHARMA AS ORD COM K08588103 35,388,943 132,682 SH SOLE 124,764 7,918 0
ATMOS ENERGY CORP COM 049560105 871,169 5,057 SH SOLE 5,057 0 0
AUTOZONE INC COM 053332102 24,522,448 7,673 SH SOLE 7,208 465 0
BANK OF AMERICA CORP COM 060505104 30,534,499 535,881 SH SOLE 502,213 33,668 0
BERKSHIRE HATHAWAY INC CL B NE COM 084670702 35,159,403 70,264 SH SOLE 66,027 4,237 0
BLACKROCK INC COM 09290D101 4,011,628 4,172 SH SOLE 3,546 626 0
BROADCOM INC COM 11135F101 75,891,108 200,903 SH SOLE 188,279 12,624 0
CATERPILLAR INC COM 149123101 42,648,180 40,049 SH SOLE 38,038 2,011 0
CELSIUS HOLDINGS INC NEW COM 15118V207 17,472,137 596,726 SH SOLE 547,746 48,980 0
CISCO SYSTEMS INC COM 17275R102 39,033,720 332,315 SH SOLE 312,400 19,915 0
CITIGROUP INC NEW COM 172967424 33,175,978 237,039 SH SOLE 224,904 12,135 0
CME GROUP INC COM 12572Q105 25,873,105 117,163 SH SOLE 111,012 6,151 0
COCA-COLA CO COM 191216100 30,230,571 371,977 SH SOLE 352,948 19,029 0
COLGATE PALMOLIVE CO COM 194162103 6,007,332 65,525 SH SOLE 65,200 325 0
CONOCOPHILLIPS COM 20825C104 21,435,928 206,194 SH SOLE 196,159 10,035 0
COSTCO WHOLESALE CORP COM 22160K105 21,369,877 22,844 SH SOLE 20,696 2,148 0
CREDO TECHNOLOGY GROUP HOLDING COM G25457105 64,539,174 237,320 SH SOLE 222,946 14,374 0
CRINETICS PHARMACEUTICALS INC COM 22663K107 13,027,511 348,143 SH SOLE 324,543 23,600 0
DARLING INGREDIENTS INC COM 237266101 19,758,676 361,748 SH SOLE 341,778 19,970 0
ELI LILLY & CO COM 532457108 48,929,547 40,794 SH SOLE 38,395 2,399 0
ENCOMPASS HEALTH CORP COM 29261A100 23,741,569 234,879 SH SOLE 220,942 13,937 0
ENTERGY CORP COM 29364G103 35,109,141 305,669 SH SOLE 287,070 18,599 0
EVERCORE INC CLASS A COM 29977A105 36,833,904 107,878 SH SOLE 102,013 5,865 0
EXPAND ENERGY CORPORATION COM 165167735 1,237,904 13,575 SH SOLE 13,575 0 0
EXXON MOBILE CORP COM 30231G102 51,107,713 373,813 SH SOLE 349,823 23,990 0
GE VERNOVA INC COM 36828A101 43,257,170 36,819 SH SOLE 34,741 2,078 0
GILEAD SCIENCES INC COM 375558103 12,957,683 102,562 SH SOLE 96,724 5,838 0
GLAUKOS CORP COM 377322102 7,688,198 55,010 SH SOLE 52,270 2,740 0
GLOBE LIFE INC COM 37959E102 10,088,630 56,462 SH SOLE 53,282 3,180 0
GOLDMAN SACHS GROUP INC COM 38141G104 38,387,560 37,956 SH SOLE 36,253 1,703 0
GUARDIAN PHARMACY SERVICES INC COM 40145W101 14,233,581 339,947 SH SOLE 317,547 22,400 0
HOME DEPOT INC COM 437076102 22,646,994 64,214 SH SOLE 61,455 2,759 0
HOWMET AEROSPACE INC COM 443201108 53,863,144 200,339 SH SOLE 188,524 11,815 0
INTL BUSINESS MACHINES COM 459200101 1,583,212 5,630 SH SOLE 5,630 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 16,231,322 295,922 SH SOLE 277,137 18,785 0
JOHNSON & JOHNSON COM 478160104 39,621,352 156,008 SH SOLE 147,136 8,872 0
JPMORGAN CHASE & CO COM 46625H100 56,933,489 173,933 SH SOLE 164,485 9,448 0
KLA CORP NEW COM 482480100 274,556 910 SH SOLE 910 0 0
LAM RESEARCH CORP NEW COM 512807306 67,282,282 155,268 SH SOLE 146,113 9,155 0
LIBERTY MEDIA CORP LBTY ONE S COM 531229755 29,860,165 313,855 SH SOLE 294,910 18,945 0
LIFE TIME GROUP HOLDINGS INC C COM 53190C102 31,878,479 780,570 SH SOLE 729,050 51,520 0
LINDE PLC COM G54950103 17,154,638 33,057 SH SOLE 31,065 1,992 0
LUMENTUM HOLDINGS INC COM 55024U109 63,307,667 73,780 SH SOLE 69,316 4,464 0
MASTERCARD INCORPORATED CL A COM 57636Q104 31,215,581 60,778 SH SOLE 57,085 3,693 0
MCDONALDS CORP COM 580135101 3,109,917 11,505 SH SOLE 11,505 0 0
MCKESSON CORP COM 58155Q103 26,567,652 35,161 SH SOLE 33,099 2,062 0
MERCK & CO INC COM 58933Y105 35,073,047 272,942 SH SOLE 257,726 15,216 0
META PLATFORMS INC CL A COM 30303M102 57,770,459 102,559 SH SOLE 96,259 6,300 0
MICRON TECHNOLOGY INC COM 595112103 110,552,125 95,775 SH SOLE 90,194 5,581 0
MICROSOFT CORP COM 594918104 127,009,953 340,491 SH SOLE 318,849 21,642 0
NASDAQ INC COM 631103108 28,599,206 362,842 SH SOLE 340,780 22,062 0
NETFLIX INC COM 64110L106 18,768,275 262,861 SH SOLE 246,571 16,290 0
NUCOR CORP COM 670346105 28,323,999 127,156 SH SOLE 118,368 8,788 0
NVIDIA CORPORATION COM 67066G104 223,135,166 1,115,174 SH SOLE 1,045,089 70,085 0
OUTFRONT MEDIA INC NEW COM 69007J304 18,701,603 570,867 SH SOLE 544,070 26,797 0
PALO ALTO NETWORKS INC COM 697435105 42,837,227 125,615 SH SOLE 118,102 7,513 0
PERFORMANCE FOOD GROUP CO COM 71377A103 14,085,987 126,004 SH SOLE 122,222 3,782 0
POST HOLDINGS INC COM 737446104 18,418,538 208,685 SH SOLE 196,516 12,169 0
PROCTER AND GAMBLE CO COM 742718109 22,829,942 155,687 SH SOLE 147,736 7,951 0
QUANTA SERVICES INC COM 74762E102 49,003,042 68,056 SH SOLE 64,232 3,824 0
QUEST DIAGNOSTICS INC COM 74834L100 32,724,232 154,396 SH SOLE 145,478 8,918 0
QXO INC NEW COM 82846H405 25,338,234 1,466,333 SH SOLE 1,368,033 98,300 0
RALPH LAUREN CORP CL A COM 751212101 26,716,244 66,556 SH SOLE 62,544 4,012 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,178,287 16,250 SH SOLE 16,250 0 0
RTX CORPORATION COM 75513E101 37,866,124 199,579 SH SOLE 190,469 9,110 0
RYDER SYSTEMS INC COM 783549108 29,618,733 112,290 SH SOLE 105,571 6,719 0
SHARKNINJA INC COM G8068L108 34,281,611 225,137 SH SOLE 212,111 13,026 0
SHERWIN WILLIAMS CO COM 824348106 3,076,499 8,935 SH SOLE 8,935 0 0
SMURFIT WESTROCK PLC COM G8267P108 12,861,668 278,030 SH SOLE 268,970 9,060 0
T-MOBILE US INC COM 872590104 8,506,091 50,713 SH SOLE 48,642 2,071 0
TARGA RESOURCES CORP COM 87612G101 24,175,502 90,160 SH SOLE 85,232 4,928 0
TECK RESOURCES LTD CL B COM 878742204 8,152,680 137,112 SH SOLE 127,767 9,345 0
TELEDYNE TECHNOLOGIES INC COM 879360105 23,728,969 35,581 SH SOLE 33,377 2,204 0
TEXAS INSTRUMENTS INC COM 882508104 1,259,346 4,225 SH SOLE 4,225 0 0
TEXAS ROADHOUSE INC COM 882681109 26,307,105 136,144 SH SOLE 129,316 6,828 0
TJX COS INC COM 872540109 35,924,892 237,128 SH SOLE 222,670 14,458 0
TKO GROUP HOLDINGS INC CL A COM 87256C101 27,883,247 138,509 SH SOLE 131,297 7,212 0
TRAVELERS COMPANIES INC COM 89417E109 38,061,846 115,297 SH SOLE 108,618 6,679 0
URBAN OUTFITTERS INC COM 917047102 17,743,840 250,407 SH SOLE 235,812 14,595 0
VERISIGN INC COM 92343E102 3,324,365 13,215 SH SOLE 13,100 115 0
VERTIV HOLDINGS CO CL A COM 92537N108 68,138,549 203,508 SH SOLE 191,166 12,342 0
VISA INC CL A COM 92826C839 1,543,905 4,500 SH SOLE 4,500 0 0
WEC ENERGY GROUP INC COM 92939U106 26,126,704 223,745 SH SOLE 209,072 14,673 0
WELLTOWER INC COM 95040Q104 49,233,198 216,915 SH SOLE 202,531 14,384 0
WESTERN DIGITAL CORP COM 958102105 98,965,832 154,944 SH SOLE 145,746 9,198 0
VANGUARD INDEX FUNDS 500 INDEX ETF 922908710 2,823,155 4,080 SH SOLE 4,080 0 0
VANGUARD INDEX FUNDS GROWTH IN ETF 922908660 218,963 822 SH SOLE 822 0 0
CONSUMER DISCRETIONARY SELECT ETF 81369Y407 227,523 1,940 SH SOLE 438 1,502 0
FINANCIAL SELECT SECTOR SPDR F ETF 81369Y605 536,261 10,003 SH SOLE 3,629 6,374 0
INVESCO S&P 500 EQUAL WEIGHT E ETF 46137V357 315,963 1,485 SH SOLE 1,485 0 0
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 408,046 3,286 SH SOLE 2,990 296 0
ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 8,692 70 SH SOLE 70 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 614,802 2,536 SH SOLE 2,494 42 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 9,697 40 SH SOLE 40 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 3,662,174 4,904 SH SOLE 4,494 410 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 1,171,764 1,666 SH SOLE 1,270 396 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 7,033 10 SH SOLE 10 0 0
TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 327,123 1,717 SH SOLE 977 740 0
UTILITIES SELECT SECTOR SPDR F ETF 81369Y886 273,944 6,042 SH SOLE 1,153 4,889 0
VANGUARD RUSSELL 1000 VALUE ET ETF 92206C714 302,983 2,850 SH SOLE 2,850 0 0
VANGUARD S&P 500 ETF ETF 922908363 22,918,163 33,369 SH SOLE 29,574 3,795 0
VANGUARD S&P 500 ETF ETF 922908363 59,066 86 SH SOLE 86 0 0
VANGUARD TOTAL STOCK MARKET ET ETF 922908769 261,618 707 SH SOLE 707 0 0