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
AAON INC COM PAR $0.004 000360206 108,487,247 855,173 SH SOLE 855,173 0 0
ABBOTT LABORATORIES COM 002824100 107,679,071 1,186,677 SH SOLE 1,186,677 0 0
ABBVIE INC COM 00287Y109 108,518,743 431,246 SH SOLE 431,246 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 14,285,244 91,012 SH SOLE 91,012 0 0
AERCAP HOLDINGS NV SHS N00985106 352,822,296 2,420,238 SH SOLE 2,366,541 0 53,697
AIRBNB INC COM CL A 009066101 106,869,799 746,819 SH SOLE 726,983 0 19,836
ALPHABET INC CAP STK CL C 02079K107 947,659,680 2,682,081 SH SOLE 2,623,574 0 58,507
ALPHABET INC CAP STK CL A 02079K305 4,601,853 12,877 SH SOLE 12,877 0 0
AMAZON COM INC COM 023135106 721,716,639 3,028,097 SH SOLE 2,965,417 0 62,680
AMENTUM HOLDINGS INC COM 023939101 7,638,743 369,557 SH SOLE 369,557 0 0
AMERICAN ELEC PWR CO INC COM 025537101 312,454,613 2,283,858 SH SOLE 2,243,113 0 40,745
AMETEK INC COM 031100100 35,593,487 147,117 SH SOLE 147,117 0 0
AMPHENOL CORP CL A 032095101 415,812,811 2,358,285 SH SOLE 2,329,740 0 28,545
AON PLC SHS CL A G0403H108 388,615,965 1,171,624 SH SOLE 1,148,065 0 23,559
APPLE INC COM 037833100 1,594,374 5,510 SH SOLE 5,510 0 0
APTARGROUP INC COM 038336103 24,200,158 193,292 SH SOLE 193,292 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 23,921,804 752,258 SH SOLE 752,258 0 0
AUTODESK INC COM 052769106 25,322,816 130,248 SH SOLE 130,248 0 0
BANK MONTREAL MEDIUM COM 063671101 211,157 1,195 SH SOLE 1,195 0 0
BARRETT BUSINESS SVCS INC COM 068463108 43,710,024 1,230,575 SH SOLE 1,230,575 0 0
BBB FOODS INC CL A COM G0896C103 8,857,792 212,570 SH SOLE 212,570 0 0
BECTON DICKINSON & CO COM 075887109 35,092,670 231,895 SH SOLE 231,895 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 310,772,750 415 SH SOLE 415 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,444,832 50,850 SH SOLE 29,569 0 21,281
BIO RAD LABS INC CL A 090572207 21,015,723 71,577 SH SOLE 71,577 0 0
BK TECHNOLOGIES CORPORATION COM NEW 05587G203 7,345,185 85,429 SH SOLE 85,429 0 0
BLOCK INC CL A 852234103 13,133,180 172,805 SH SOLE 172,805 0 0
BOOKING HOLDINGS INC COM 09857L108 131,983,690 740,483 SH SOLE 722,868 0 17,615
BORGWARNER INC COM 099724106 19,640,921 295,797 SH SOLE 295,797 0 0
BOSTON SCIENTIFIC CORP COM 101137107 22,643,148 530,533 SH SOLE 519,633 0 10,900
BRINKS CO COM 109696104 2,732,367 28,917 SH SOLE 28,917 0 0
BROADCOM INC COM 11135F101 48,461,548 128,290 SH SOLE 126,850 0 1,440
BWX TECHNOLOGIES INC COM 05605H100 134,259,838 689,750 SH SOLE 689,750 0 0
CACI INTL INC CL A 127190304 104,103,787 224,720 SH SOLE 224,720 0 0
CARLISLE COS INC COM 142339100 5,108,246 14,082 SH SOLE 14,082 0 0
CATERPILLAR INC COM 149123101 239,603 225 SH SOLE 225 0 0
CDW CORP COM 12514G108 133,520,944 949,381 SH SOLE 921,388 0 27,993
CENCORA INC COM 03073E105 421,312,792 1,488,843 SH SOLE 1,462,286 0 26,557
CME GROUP INC COM 12572Q105 211,100,672 955,942 SH SOLE 941,352 0 14,590
COGNEX CORP COM 192422103 94,520,774 1,305,175 SH SOLE 1,305,175 0 0
COMFORT SYS USA INC COM 199908104 12,950,061 6,534 SH SOLE 6,534 0 0
CORPAY INC COM SHS 219948106 122,562,375 367,757 SH SOLE 358,187 0 9,570
CSW INDUSTRIALS INC COM 126402106 8,559,673 30,757 SH SOLE 30,757 0 0
DANAHER CORP DEL COM 235851102 60,874,170 319,583 SH SOLE 319,583 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,727,440 32,583 SH SOLE 32,583 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 14,563,194 347,156 SH SOLE 347,156 0 0
DORMAN PRODS INC COM 258278100 35,190,046 257,897 SH SOLE 257,897 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 72,431,822 187,293 SH SOLE 187,293 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 69,544,875 583,871 SH SOLE 583,871 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 34,361,112 144,782 SH SOLE 142,696 0 2,086
FLOOR & DECOR HLDGS INC CL A 339750101 9,521,344 160,400 SH SOLE 160,400 0 0
FORMFACTOR INC COM 346375108 32,437,642 202,824 SH SOLE 202,824 0 0
FTI CONSULTING INC COM 302941109 109,800,701 736,868 SH SOLE 736,868 0 0
GALLAGHER ARTHUR J & CO COM 363576109 117,086,439 510,025 SH SOLE 510,025 0 0
GARRETT MOTION INC COM 366505105 8,304,387 229,213 SH SOLE 229,213 0 0
GENERAC HLDGS INC COM 368736104 2,122,580 7,249 SH SOLE 7,249 0 0
GLOBAL E ONLINE LTD SHS M5216V106 11,825,565 340,500 SH SOLE 340,500 0 0
HAMILTON LANE INC CL A 407497106 1,056,322 13,400 SH SOLE 13,400 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 67,796,233 2,624,709 SH SOLE 2,624,709 0 0
HERSHEY CO COM 427866108 48,842,648 278,385 SH SOLE 278,385 0 0
INSPERITY INC COM 45778Q107 11,378,179 275,434 SH SOLE 275,434 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 19,432,724 223,262 SH SOLE 223,262 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 250,108,060 2,031,582 SH SOLE 1,995,457 0 36,125
INTERPARFUMS INC COM 458334109 43,188,027 386,090 SH SOLE 386,090 0 0
ISHARES TR CORE MSCI EAFE 46432F842 213,442 2,210 SH SOLE 2,210 0 0
ISHARES TR CORE S&P500 ETF 464287200 390,172 521 SH SOLE 521 0 0
ITT INC COM 45073V108 83,627,364 422,873 SH SOLE 422,873 0 0
JOHNSON & JOHNSON COM 478160104 81,899,484 322,477 SH SOLE 322,477 0 0
JPMORGAN CHASE & CO COM 46625H100 303,697,429 927,802 SH SOLE 906,878 0 20,924
KARAT PACKAGING INC COM 48563L101 1,040,071 31,084 SH SOLE 31,084 0 0
KINSALE CAP GROUP INC COM 49714P108 17,321,951 52,521 SH SOLE 52,521 0 0
KKR & CO INC COM 48251W104 17,402,222 189,608 SH SOLE 189,608 0 0
KLA CORP COM NEW 482480100 32,221,723 106,797 SH SOLE 106,797 0 0
LOCKHEED MARTIN CORP COM 539830109 7,242,993 14,217 SH SOLE 14,217 0 0
LPL FINL HLDGS INC COM 50212V100 18,095,968 64,243 SH SOLE 64,243 0 0
LUMENTUM HLDGS INC COM 55024U109 49,492,901 57,680 SH SOLE 56,540 0 1,140
MAPLEBEAR INC COM 565394103 10,918,910 230,600 SH SOLE 230,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 311,866,071 1,871,159 SH SOLE 1,823,798 0 47,361
MARTIN MARIETTA MATLS INC COM 573284106 139,299,002 241,545 SH SOLE 241,545 0 0
MASTERCARD INCORPORATED CL A 57636Q104 222,997,930 434,186 SH SOLE 428,756 0 5,430
MATERION CORP COM 576690101 7,991,464 26,872 SH SOLE 26,872 0 0
MCEWEN INC. COM NEW 58039P305 7,446,118 410,707 SH SOLE 410,707 0 0
MCKESSON CORP COM 58155Q103 136,347,264 180,449 SH SOLE 175,169 0 5,280
MEDLINE INC COM CL A 58507V107 33,151,923 840,566 SH SOLE 840,566 0 0
MEDPACE HLDGS INC COM 58506Q109 141,493,208 267,175 SH SOLE 262,642 0 4,533
META PLATFORMS INC CL A 30303M102 307,380,030 545,687 SH SOLE 528,307 0 17,380
MICROSOFT CORP COM 594918104 626,627,346 1,679,876 SH SOLE 1,641,961 0 37,915
NEWMONT CORP COM 651639106 2,827,311 30,271 SH SOLE 30,271 0 0
NIKE INC CL B 654106103 38,998,978 950,036 SH SOLE 950,036 0 0
NORTHROP GRUMMAN CORP COM 666807102 339,744,912 667,069 SH SOLE 653,564 0 13,505
NOVANTA INC COM 67000B104 95,652,324 589,573 SH SOLE 589,573 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 95,602,116 7,155,847 SH SOLE 7,050,447 0 105,400
NVIDIA CORPORATION COM 67066G104 615,992,272 3,078,576 SH SOLE 3,006,613 0 71,963
OPENLANE INC COM 48238T109 41,250,805 1,000,262 SH SOLE 1,000,262 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 5,378,633 95,910 SH SOLE 95,910 0 0
PATHWARD FINANCIAL INC COM 59100U108 23,650,284 271,655 SH SOLE 271,655 0 0
PEGASYSTEMS INC COM 705573103 5,123,611 170,958 SH SOLE 170,958 0 0
PROCTER & GAMBLE CO COM 742718109 115,043,333 784,529 SH SOLE 784,529 0 0
RB GLOBAL INC COM 74935Q107 11,232,185 96,455 SH SOLE 96,455 0 0
RESMED INC COM 761152107 17,415,841 89,367 SH SOLE 89,367 0 0
ROYAL BK CDA COM 780087102 309,420 1,495 SH SOLE 1,495 0 0
RXO INC COMMON STOCK 74982T103 18,136,149 657,345 SH SOLE 657,345 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 17,744,141 469,919 SH SOLE 469,919 0 0
S&P GLOBAL INC COM 78409V104 174,540,640 428,573 SH SOLE 421,718 0 6,855
SAIA INC COM 78709Y105 8,360,868 19,852 SH SOLE 19,852 0 0
SANDISK CORP COM 80004C200 38,903,520 17,110 SH SOLE 17,110 0 0
SEA LTD SPONSORD ADS 81141R100 2,662,637 27,785 SH SOLE 27,785 0 0
SERVICENOW INC COM 81762P102 33,491,512 337,344 SH SOLE 337,344 0 0
SHARKNINJA INC COM SHS G8068L108 19,655,621 129,084 SH SOLE 129,084 0 0
SHELL PLC SPON ADS 780259305 621,389,432 8,013,792 SH SOLE 7,830,450 0 183,342
SHERWIN WILLIAMS CO COM 824348106 16,732,230 48,595 SH SOLE 48,595 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 54,933,975 1,708,146 SH SOLE 1,681,446 0 26,700
SOUTHERN CO COM 842587107 289,361,192 3,023,312 SH SOLE 2,967,112 0 56,200
SPROTT INC COM NEW 852066208 148,381,319 1,320,706 SH SOLE 1,320,706 0 0
SPROUTS FMRS MKT INC COM 85208M102 15,679,440 185,380 SH SOLE 185,380 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 57,465,043 120,328 SH SOLE 120,328 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 51,793,756 6,202,845 SH SOLE 6,102,175 0 100,670
TERADYNE INC COM 880770102 17,416,788 35,997 SH SOLE 35,997 0 0
TEXAS INSTRS INC COM 882508104 133,291,241 447,181 SH SOLE 447,181 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 252,696 2,081 SH SOLE 2,081 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 270,566,735 1,038,086 SH SOLE 1,022,486 0 15,600
TRADEWEB MKTS INC CL A 892672106 57,745,496 579,425 SH SOLE 579,425 0 0
TWIST BIOSCIENCE CORP COM 90184D100 10,210,943 99,251 SH SOLE 99,251 0 0
UBER TECHNOLOGIES INC COM 90353T100 143,151,585 1,983,808 SH SOLE 1,932,839 0 50,969
UNITEDHEALTH GROUP INC COM 91324P102 54,012,781 129,954 SH SOLE 129,954 0 0
VALMONT INDS INC COM 920253101 65,914,557 114,118 SH SOLE 114,118 0 0
VALVOLINE INC COM 92047W101 13,549,765 342,685 SH SOLE 342,685 0 0
VEEVA SYS INC CL A COM 922475108 63,070,886 355,389 SH SOLE 355,389 0 0
VENTURE GLOBAL INC COM CL A 92333F101 7,954,733 714,711 SH SOLE 714,711 0 0
VERISK ANALYTICS INC COM 92345Y106 83,353,266 464,286 SH SOLE 464,286 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 70,986,821 1,676,590 SH SOLE 1,676,590 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 24,116,415 72,028 SH SOLE 70,728 0 1,300
VISA INC COM CL A 92826C839 593,609,172 1,730,185 SH SOLE 1,691,975 0 38,210
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 3,879,040 60,800 SH SOLE 60,800 0 0
WATERS CORP COM 941848103 456,403,803 1,216,947 SH SOLE 1,198,747 0 18,200
WAYSTAR HLDG CORP COM 946784105 9,855,817 480,069 SH SOLE 480,069 0 0
WELLS FARGO & CO COM 949746101 346,684,386 4,195,116 SH SOLE 4,089,865 0 105,251
WESCO INTL INC COM 95082P105 25,774,605 74,616 SH SOLE 74,616 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 4,920,024 170,479 SH SOLE 170,479 0 0
XPEL INC COM 98379L100 15,385,920 310,200 SH SOLE 310,200 0 0
XPO INC COM 983793100 9,690,509 47,204 SH SOLE 47,204 0 0
ZOETIS INC CL A 98978V103 18,481,314 257,185 SH SOLE 257,185 0 0