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
ABBOTT LABORATORIES COM 002824100 562,497 6,199 SH SOLE 6,199 0 0
ADVANCED MICRO DEVICES INC COM 007903107 342,737 590 SH SOLE 590 0 0
ALPHABET INC CAP STK CL C 02079K107 5,725,713 16,205 SH SOLE 16,205 0 0
ALPHABET INC CAP STK CL A 02079K305 3,123,414 8,740 SH SOLE 8,740 0 0
AMAZON COM INC COM 023135106 1,989,424 8,347 SH SOLE 8,347 0 0
AMERICAN EXPRESS CO COM 025816109 33,525,310 99,114 SH SOLE 99,114 0 0
AMETEK INC COM 031100100 102,431,589 423,376 SH SOLE 423,376 0 0
AMPHENOL CORP CL A 032095101 131,136,942 743,744 SH SOLE 743,744 0 0
APPLE INC COM 037833100 13,906,063 48,058 SH SOLE 48,058 0 0
ARCH CAP GROUP LTD ORD G0450A105 48,234,549 496,956 SH SOLE 496,956 0 0
ARES CAPITAL CORP COM 04010L103 796,790 43,000 SH SOLE 43,000 0 0
ATMUS FILTRATION TECHNOLOGIES COM 04956D107 52,738,600 1,034,293 SH SOLE 1,034,293 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,008,286 2,015 SH SOLE 2,015 0 0
BLACKSTONE INC COM 09260D107 371,955 3,161 SH SOLE 3,161 0 0
BROADCOM INC COM 11135F101 200,585 531 SH SOLE 531 0 0
CACI INTL INC CL A 127190304 55,948,373 120,771 SH SOLE 120,771 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 47,906,444 552,701 SH SOLE 552,701 0 0
CATERPILLAR INC COM 149123101 396,143 372 SH SOLE 372 0 0
CITIGROUP INC COM NEW 172967424 245,490 1,754 SH SOLE 1,754 0 0
COLGATE PALMOLIVE CO COM 194162103 6,026,401 65,733 SH SOLE 65,733 0 0
CONOCOPHILLIPS COM 20825C104 400,038 3,848 SH SOLE 3,848 0 0
COPART INC COM 217204106 40,786,532 1,446,844 SH SOLE 1,446,844 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 333,027 356 SH SOLE 356 0 0
CSW INDUSTRIALS INC COM 126402106 1,391,500 5,000 SH SOLE 5,000 0 0
DIGI INTL INC COM 253798102 24,064,346 321,072 SH SOLE 321,072 0 0
EATON CORP PLC SHS G29183103 48,385,926 113,550 SH SOLE 113,550 0 0
ELI LILLY & CO COM 532457108 201,504 168 SH SOLE 168 0 0
EXXON MOBIL CORP COM 30233Q108 244,592 1,789 SH SOLE 1,789 0 0
GLACIER BANCORP INC NEW COM 37637Q105 26,206,457 508,074 SH SOLE 508,074 0 0
GLOBAL X FDS US INFR DEV ETF 37954Y673 420,394 7,135 SH SOLE 7,135 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 349,934 346 SH SOLE 346 0 0
GOLUB CAP BDC INC COM 38173M102 283,360 22,000 SH SOLE 22,000 0 0
GRACO INC COM 384109104 66,974,279 885,786 SH SOLE 885,786 0 0
HEICO CORP NEW CL A 422806208 207,484,468 804,484 SH SOLE 804,484 0 0
IDEX CORP COM 45167R104 24,556,444 108,202 SH SOLE 108,202 0 0
ILLINOIS TOOL WKS INC COM 452308109 433,834 1,604 SH SOLE 1,604 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 44,383,740 360,521 SH SOLE 360,521 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 886,655 3,153 SH SOLE 3,153 0 0
ISHARES GOLD TR ISHARES NEW 464285204 1,464,970 19,401 SH SOLE 19,401 0 0
ISHARES INC CORE MSCI EMKT 46434G103 346,437 4,182 SH SOLE 4,182 0 0
ISHARES TR CORE S&P500 ETF 464287200 477,043 637 SH SOLE 637 0 0
JOHNSON & JOHNSON COM 478160104 1,367,882 5,386 SH SOLE 5,386 0 0
JPMORGAN CHASE & CO COM 46625H100 970,206 2,964 SH SOLE 2,964 0 0
KENVUE INC COM 49177J102 281,720 14,742 SH SOLE 14,742 0 0
KINSALE CAP GROUP INC COM 49714P108 31,081,294 94,240 SH SOLE 94,240 0 0
KLA CORP COM NEW 482480100 297,486 986 SH SOLE 986 0 0
LAUDER ESTEE COS INC CL A 518439104 432,725 5,481 SH SOLE 5,481 0 0
LINDE PLC SHS G54950103 87,305,428 168,238 SH SOLE 168,238 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,131,041 3,052 SH SOLE 3,052 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,093,976 97,535 SH SOLE 97,535 0 0
MCDONALDS CORP COM 580135101 550,081 2,035 SH SOLE 2,035 0 0
MEDLINE INC COM CL A 58507V107 22,870,704 579,886 SH SOLE 579,886 0 0
MERCK & CO INC COM 58933Y105 931,239 7,247 SH SOLE 7,247 0 0
MICROSOFT CORP COM 594918104 3,555,635 9,532 SH SOLE 9,532 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 11,520,975 27,742 SH SOLE 27,742 0 0
NETFLIX INC. COM 64110L106 205,489 2,878 SH SOLE 2,878 0 0
NUCOR CORP COM 670346105 267,523 1,201 SH SOLE 1,201 0 0
NVIDIA CORPORATION COM 67066G104 872,197 4,359 SH SOLE 4,359 0 0
OLD REP INTL CORP COM 680223104 30,239,062 738,980 SH SOLE 738,980 0 0
ORACLE CORP COM 68389X105 217,334 1,483 SH SOLE 1,483 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 85,488,160 928,311 SH SOLE 928,311 0 0
PALO ALTO NETWORKS INC COM 697435105 202,566 594 SH SOLE 594 0 0
PARKER-HANNIFIN CORP COM 701094104 81,107,667 82,922 SH SOLE 82,922 0 0
PETROLEO BRASILEIRO S A SP ADR NON VTG 71654V101 743,712 50,800 SH SOLE 50,800 0 0
PFIZER INC COM 717081103 227,363 9,442 SH SOLE 9,442 0 0
PHILLIPS 66 COM 718546104 355,512 2,103 SH SOLE 2,103 0 0
PPL CORP COM 69351T106 211,266 5,812 SH SOLE 5,812 0 0
PROGRESSIVE CORP COM 743315103 51,949,158 237,808 SH SOLE 237,808 0 0
PROSPERITY BANCSHARES INC COM 743606105 33,670,847 461,055 SH SOLE 461,055 0 0
RBC BEARINGS INC COM 75524B104 186,957,737 290,280 SH SOLE 290,280 0 0
REVVITY INC COM 714046109 9,567,470 85,992 SH SOLE 85,992 0 0
RLI CORP COM 749607107 79,498,710 1,345,839 SH SOLE 1,345,839 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 377,600 10,000 SH SOLE 10,000 0 0
S&P GLOBAL INC COM 78409V104 11,661,076 28,633 SH SOLE 28,633 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 288,720 6,000 SH SOLE 6,000 0 0
SHERWIN WILLIAMS CO COM 824348106 40,524,742 117,695 SH SOLE 117,695 0 0
SIMPSON MFG INC COM 829073105 82,563,244 394,379 SH SOLE 394,379 0 0
SOLID POWER INC CLASS A COM 83422N105 51,152 19,750 SH SOLE 19,750 0 0
SPDR SERIES TRUST ST STR CONV ETF 78464A359 218,335 2,025 SH SOLE 2,025 0 0
SPX TECHNOLOGIES INC COM 78473E103 109,158,510 445,236 SH SOLE 445,236 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 752,610 3,733 SH SOLE 3,733 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 162,900,328 244,265 SH SOLE 244,265 0 0
TEXAS INSTRS INC COM 882508104 1,352,344 4,537 SH SOLE 4,537 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 592,608 1,182 SH SOLE 1,182 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 47,962,003 470,862 SH SOLE 470,862 0 0
UNILEVER PLC SPON ADR NEW 904767803 347,313 5,777 SH SOLE 5,777 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 200,467 825 SH SOLE 825 0 0
VISA INC COM CL A 92826C839 42,060,432 122,593 SH SOLE 122,593 0 0
WALMART INC COM 931142103 243,962 2,154 SH SOLE 2,154 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 97,430,339 248,896 SH SOLE 248,896 0 0
WINMARK CORP COM 974250102 36,709,382 86,767 SH SOLE 86,767 0 0
ENTERPRISE PRODS PARTNERS L P COM 293792107 560,590 15,250 SH SOLE 15,250 0 0
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 46137V357 18,510,973 87,000 SH SOLE 87,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 337,271 458 SH SOLE 458 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 236,906 2,540 SH SOLE 2,540 0 0
ISHARES TR MSCI ACWI ETF 464288257 844,970 5,383 SH SOLE 5,383 0 0
ISHARES TR CORE MSCI EAFE 46432F842 452,477 4,685 SH SOLE 4,685 0 0
ISHARES TR CORE S&P MCP ETF 464287507 448,703 5,819 SH SOLE 5,819 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,616,256 10,898 SH SOLE 10,898 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 700,838 4,258 SH SOLE 4,258 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4,054,897 146,386 SH SOLE 146,386 0 0
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 907,020 18,000 SH SOLE 18,000 0 0
STATE STR SPDR S&P 500 ETF TR TR UNIT 78462F103 11,669,072 15,626 SH SOLE 15,626 0 0
STATE STR SPDR S&P MIDCAP 400 UTSER1 S&PDCRP 78467Y107 822,908 1,170 SH SOLE 1,170 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 322,823 1,065 SH SOLE 1,065 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 557,003 811 SH SOLE 811 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,178,947 3,186 SH SOLE 3,186 0 0
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF 922042742 677,396 4,316 SH SOLE 4,316 0 0