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
ACV AUCTIONS INC COM CL A 00091G104 265,193 25,426 SH SOLE 24,833 0 593
ADDUS HOMECARE CORP COM 006739106 1,338,750 12,111 SH SOLE 12,111 0 0
ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 13,230,024 397,673 SH SOLE 397,673 0 0
AERCAP HOLDINGS NV SHS N00985106 74,630,400 520,000 SH SOLE 520,000 0 0
ALAMO GROUP INC COM 011311107 1,264,471 8,170 SH SOLE 8,170 0 0
ALCON AG ORD SHS H01301128 13,909,984 214,826 SH SOLE 213,206 0 1,620
ALIGN TECHNOLOGY INC COM 016255101 9,350,220 64,329 SH SOLE 64,044 0 285
ALIGNMENT HEALTHCARE INC COM 01625V104 819,256 100,399 SH SOLE 100,399 0 0
ALPHABET INC CAP STK CL A 02079K305 49,002,497 142,416 SH SOLE 139,503 0 2,913
AMAZON COM INC COM 023135106 59,418,039 238,483 SH SOLE 234,024 0 4,459
AMERICAN EXPRESS CO COM 025816109 43,978,942 144,620 SH SOLE 141,988 0 2,632
AMERICOLD REALTY TRUST INC COM 03064D108 4,696,245 335,926 SH SOLE 332,521 0 3,405
AMRIZE LTD SHS H2927K103 32,114,383 858,903 SH SOLE 844,639 0 14,264
APPLIED MATLS INC COM 038222105 30,662,345 59,960 SH SOLE 58,627 0 1,333
APTIV PLC COM SHS G3265R107 28,910,472 672,024 SH SOLE 662,144 0 9,880
ASML HLDG NV N Y REGISTRY SHS N07059210 25,678,611 14,174 SH SOLE 14,076 0 98
ASTRAZENECA PLC ORD G0593M107 20,829,146 128,997 SH SOLE 127,993 0 1,004
ATMOS ENERGY CORP COM 049560105 3,003,335 19,198 SH SOLE 18,933 0 265
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1,245,590 28,687 SH SOLE 28,687 0 0
BANNER CORP COM NEW 06652V208 1,391,590 20,770 SH SOLE 20,770 0 0
BARCLAYS PLC ADR 06738E204 12,240,138 504,332 SH SOLE 498,709 0 5,623
BOK FINL CORP COM NEW 05561Q201 4,480,754 35,449 SH SOLE 35,104 0 345
BORGWARNER INC COM 099724106 3,191,961 53,102 SH SOLE 52,541 0 561
BRISTOL-MYERS SQUIBB CO COM 110122108 61,784,923 990,143 SH SOLE 973,712 0 16,431
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 22,258,848 409,170 SH SOLE 409,170 0 0
CANADIAN NATL RY CO COM 136375102 15,022,064 126,342 SH SOLE 125,410 0 932
CBOE GLOBAL MKTS INC COM 12503M108 2,784,834 10,116 SH SOLE 9,976 0 140
CENTENE CORP DEL COM 15135B101 40,447,823 651,124 SH SOLE 640,092 0 11,032
CHEVRON CORPORATION COM 166764100 49,941,598 244,560 SH SOLE 241,247 0 3,313
CHIPOTLE MEXICAN GRILL INC COM 169656105 43,777,794 1,370,197 SH SOLE 1,352,039 0 18,158
CHUBB LIMITED COM H1467J104 33,631,501 103,402 SH SOLE 101,242 0 2,160
CISCO SYS INC COM 17275R102 31,783,031 295,299 SH SOLE 289,999 0 5,300
CLOROX CO DEL COM 189054109 2,317,048 28,602 SH SOLE 28,299 0 303
CME GROUP INC COM 12572Q105 59,208,266 226,003 SH SOLE 222,120 0 3,883
CONSTELLATION BRANDS INC CL A 21036P108 36,816,971 325,641 SH SOLE 321,519 0 4,122
COOPER COS INC COM 216648501 3,238,151 57,282 SH SOLE 56,762 0 520
COPART INC COM 217204106 2,932,327 107,490 SH SOLE 106,140 0 1,350
DELTA AIR LINES INC COM NEW 247361702 54,086,754 648,056 SH SOLE 639,429 0 8,627
DIAGEO PLC SPON ADR NEW 25243Q205 11,833,686 138,244 SH SOLE 136,835 0 1,409
DIODES INC COM 254543101 1,723,927 17,811 SH SOLE 17,811 0 0
DOCUSIGN INC COM 256163106 6,715,000 100,000 SH SOLE 100,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 2,830,481 48,162 SH SOLE 47,480 0 682
EAGLE MATLS INC COM 26969P108 1,277,348 7,469 SH SOLE 7,469 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 59,981,317 154,265 SH SOLE 151,723 0 2,542
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 13,839,000 700,000 SH SOLE 700,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 1,492,104 26,583 SH SOLE 26,583 0 0
EQUITABLE HLDGS INC COM 29452E101 13,842,900 270,000 SH SOLE 270,000 0 0
ESSENTIAL UTILS INC COM 29670G102 3,306,539 84,372 SH SOLE 83,200 0 1,172
EXPAND ENERGY CORPORATION COM 165167735 41,109,078 488,870 SH SOLE 482,262 0 6,608
FEDEX CORP COM 31428X106 29,348,590 102,945 SH SOLE 100,952 0 1,993
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 23,536,060 215,177 SH SOLE 211,575 0 3,602
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 3,006,848 33,945 SH SOLE 0 0 33,945
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 280,372 5,030 SH SOLE 0 0 5,030
FIDELITY NATL FINL INC COM SHS 31620R303 2,521,294 65,234 SH SOLE 64,450 0 784
FIRST AMERN FINL CORP COM 31847R102 1,383,536 22,778 SH SOLE 22,778 0 0
FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 2,233,949 19,801 SH SOLE 0 0 19,801
GARTNER INC COM 366651107 4,595,040 24,633 SH SOLE 24,410 0 223
GENTEX CORP COM 371901109 1,415,578 65,114 SH SOLE 65,114 0 0
GLOBUS MED INC CL A 379577208 4,572,345 61,046 SH SOLE 60,462 0 584
GOLDMAN SACHS GROUP INC COM 38141G104 700,480 778 SH SOLE 640 0 138
GOPRO INC CL A 38268T103 80,466 62,377 SH SOLE 62,377 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 11,403,969 3,666,871 SH SOLE 3,639,024 0 27,847
HALEON PLC SPON ADS 405552100 440,415 48,935 SH SOLE 48,935 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,648,051 14,928 SH SOLE 14,928 0 0
HASBRO INC COM 418056107 3,190,675 36,390 SH SOLE 35,925 0 465
HEALTHEQUITY INC COM 42226A107 1,414,210 15,987 SH SOLE 15,987 0 0
HEALTHSTREAM INC COM 42222N103 1,580,394 53,194 SH SOLE 53,194 0 0
HONEYWELL AEROSPACE INC COM 43849R105 33,302,743 214,898 SH SOLE 211,210 0 3,688
HONEYWELL INTL INC COM 438516205 27,924,870 132,383 SH SOLE 130,310 0 2,073
HUB GROUP INC CL A 443320106 1,120,993 37,897 SH SOLE 37,897 0 0
ICHOR HOLDINGS SHS G4740B105 1,567,965 25,347 SH SOLE 25,347 0 0
IDACORP INC COM 451107106 1,444,959 11,053 SH SOLE 11,053 0 0
ING GROEP N.V. SPONSORED ADR 456837103 27,293,252 768,824 SH SOLE 762,485 0 6,339
INGREDION INC COM 457187102 6,300,561 65,761 SH SOLE 65,761 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 44,207,435 290,781 SH SOLE 286,176 0 4,605
INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123 624,133 3,913 SH SOLE 0 0 3,913
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 5,649,050 196,831 SH SOLE 0 0 196,831
ISHARES TR 3 7 YR TREAS BD 464288661 469,528 4,139 SH SOLE 4,139 0 0
ISHARES TR SELF DRIVNG EV 46435U366 3,157,108 96,060 SH SOLE 0 0 96,060
ISHARES TR 7-10 YR TRSY BD 464287440 423,329 4,740 SH SOLE 4,740 0 0
ISHARES TR ISHARES SEMICDTR 464287523 1,351,089 2,376 SH SOLE 0 0 2,376
ISHARES TR AGENCY BOND ETF 464288166 1,046,010 9,818 SH SOLE 9,818 0 0
ISHARES TR U.S. MED DVC ETF 464288810 1,333,378 26,068 SH SOLE 0 0 26,068
ISHARES TR U.S. UTILITS ETF 464287697 257,243 2,551 SH SOLE 0 0 2,551
ISHARES TR RUS 1000 VAL ETF 464287598 2,690,784 10,853 SH SOLE 9,960 0 893
ISHARES TR 1 3 YR TREAS BD 464287457 4,090,139 50,371 SH SOLE 50,371 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,690,394 16,271 SH SOLE 13,397 0 2,874
ISHARES TR US INDUSTRIALS 464287754 965,771 6,297 SH SOLE 0 0 6,297
ISHARES TR US OIL GS EX ETF 464288851 1,954,128 14,804 SH SOLE 0 0 14,804
ISHARES TR CORE S&P MCP ETF 464287507 504,657 7,014 SH SOLE 114 0 6,900
ISHARES TR A RATE CP BD ETF 46429B291 827,096 18,384 SH SOLE 18,384 0 0
ISHARES TR GLOBAL TECH ETF 464287291 535,074 3,610 SH SOLE 0 0 3,610
ISHARES TR GLOB INDSTRL ETF 464288729 2,005,967 10,599 SH SOLE 0 0 10,599
ISHARES TR GLOB HLTHCRE ETF 464287325 1,822,025 17,842 SH SOLE 0 0 17,842
ISHARES TR US HOME CONS ETF 464288752 255,317 2,934 SH SOLE 0 0 2,934
ISHARES TR GLB CNSM STP ETF 464288737 656,067 10,027 SH SOLE 0 0 10,027
JPMORGAN CHASE & CO COM 46625H100 42,884,831 129,628 SH SOLE 126,787 0 2,841
KIMBELL RTY PARTNERS LP UNIT 49435R102 7,425,600 520,000 SH SOLE 520,000 0 0
LABCORP HOLDINGS INC COM SHS 504922105 48,683,229 158,006 SH SOLE 155,570 0 2,436
LAMB WESTON HLDGS INC COM 513272104 2,614,672 62,717 SH SOLE 61,856 0 861
LATTICE SEMICONDUCTOR CORP COM 518415104 4,881,844 38,862 SH SOLE 38,487 0 375
LAUDER ESTEE COS INC CL A 518439104 504,205 5,435 SH SOLE 5,047 0 388
LAZARD INC COM 52110M109 3,854,437 106,388 SH SOLE 105,657 0 731
LINCOLN ELEC HLDGS INC COM 533900106 2,733,111 10,330 SH SOLE 10,150 0 180
LITTELFUSE INC COM 537008104 3,402,208 8,029 SH SOLE 7,904 0 125
MAGNOLIA OIL & GAS CORP CL A 559663109 1,311,188 55,819 SH SOLE 55,819 0 0
MARVELL TECHNOLOGY INC COM 573874104 989,466 3,745 SH SOLE 2,965 0 780
MASCO CORP COM 574599106 37,844,359 561,489 SH SOLE 552,023 0 9,466
MASTERCARD INCORPORATED CL A 57636Q104 53,230,090 96,524 SH SOLE 94,560 0 1,964
MEDTRONIC PLC SHS G5960L103 52,193,369 604,860 SH SOLE 594,123 0 10,737
METALLUS INC COM 887399103 1,381,390 72,743 SH SOLE 72,743 0 0
MICROSOFT CORP COM 594918104 53,479,057 104,268 SH SOLE 102,311 0 1,957
MONARCH CASINO & RESORT INC COM 609027107 1,371,835 11,929 SH SOLE 11,929 0 0
NETSTREIT CORP COM 64119V303 1,421,560 80,405 SH SOLE 80,405 0 0
NNN REIT INC COM 637417106 3,006,966 73,180 SH SOLE 72,150 0 1,030
NOV INC COM 62955J103 1,234,270 65,898 SH SOLE 65,898 0 0
NOVO-NORDISK A S ADR 670100205 10,908,413 287,745 SH SOLE 286,215 0 1,530
NUTANIX INC CL A 67059N108 53,696,497 762,626 SH SOLE 750,977 0 11,649
NXP SEMICONDUCTORS N V COM N6596X109 536,818 2,260 SH SOLE 2,260 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,747,860 20,407 SH SOLE 20,407 0 0
OMNICOM GROUP INC COM 681919106 45,554,292 618,692 SH SOLE 610,290 0 8,402
ON SEMICONDUCTOR CORP COM 682189105 29,489,561 383,629 SH SOLE 376,279 0 7,350
PACKAGING CORP AMER COM 695156109 3,253,887 14,193 SH SOLE 13,996 0 197
PEPSICO INC COM 713448108 34,138,621 269,402 SH SOLE 264,361 0 5,041
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 15,488,190 742,127 SH SOLE 736,898 0 5,229
PHILIP MORRIS INTL INC COM 718172109 13,357,400 70,000 SH SOLE 70,000 0 0
PHREESIA INC COM 71944F106 3,558,282 344,461 SH SOLE 340,488 0 3,973
PINNACLE WEST CAP CORP COM 723484101 2,979,885 32,028 SH SOLE 31,568 0 460
PNC FINL SVCS GROUP INC COM 693475105 32,151,243 144,656 SH SOLE 141,911 0 2,745
PROSPERITY BANCSHARES INC COM 743606105 4,474,737 67,584 SH SOLE 66,943 0 641
QUEST DIAGNOSTICS INC COM 74834L100 3,297,941 14,150 SH SOLE 13,953 0 197
RAMBUS INC DEL COM 750917106 1,727,697 16,183 SH SOLE 16,183 0 0
REGENERON PHARMACEUTICALS COM 75886F107 41,578,977 54,834 SH SOLE 53,799 0 1,035
REINSURANCE GROUP AMER INC COM NEW 759351604 4,641,132 18,848 SH SOLE 18,659 0 189
RENAISSANCERE HLDGS LTD COM G7496G103 1,313,972 4,129 SH SOLE 4,129 0 0
RTX CORPORATION COM 75513E101 907,457 4,888 SH SOLE 4,066 0 822
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 519,239 9,439 SH SOLE 9,439 0 0
SAIA INC COM 78709Y105 2,184,662 6,546 SH SOLE 6,465 0 81
SAP SE SPON ADR 803054204 13,214,922 63,387 SH SOLE 62,567 0 820
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 204,884 1,227 SH SOLE 0 0 1,227
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 2,472,301 22,279 SH SOLE 0 0 22,279
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 6,930,310 85,984 SH SOLE 0 0 85,984
SEMPRA COM 816851109 33,692,285 432,174 SH SOLE 422,941 0 9,233
SKYWORKS SOLUTIONS INC COM 83088M102 4,274,000 50,000 SH SOLE 50,000 0 0
SLB LIMITED COM STK 806857108 727,536 14,933 SH SOLE 14,213 0 720
SMURFIT WESTROCK PLC SHS G8267P108 19,459,566 441,260 SH SOLE 437,964 0 3,296
SOLVENTUM CORP COM SHS 83444M101 3,589,292 40,718 SH SOLE 40,086 0 632
SONY GROUP CORP SPONSORED ADR 835699307 13,602,175 578,078 SH SOLE 571,579 0 6,499
SOUTHERN CO COM 842587107 31,215,711 376,592 SH SOLE 369,532 0 7,060
SOUTHSTATE BK CORP COM 84472E102 4,685,592 47,063 SH SOLE 46,607 0 456
SOUTHWEST AIRLS CO COM 844741108 9,526,566 228,784 SH SOLE 227,676 0 1,108
SPDR SERIES TRUST ST STR SP CAPMKT 78464A771 263,271 1,708 SH SOLE 0 0 1,708
SPDR SERIES TRUST ST STR NYSE TECH 78464A102 364,609 954 SH SOLE 0 0 954
SPDR SERIES TRUST ST STR SP RETAIL 78464A714 5,706,057 69,459 SH SOLE 0 0 69,459
SPDR SERIES TRUST ST STR SP SEMI 78464A862 999,393 1,887 SH SOLE 0 0 1,887
SPDR SERIES TRUST ST STR SP TRANS 78464A532 4,078,466 41,651 SH SOLE 0 0 41,651
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 3,748,226 324,241 SH SOLE 322,559 0 1,682
SUNBELT RENTALS HOLDINGS INC SHS 866966104 18,501,046 252,712 SH SOLE 250,778 0 1,934
SYSCO CORP COM 871829107 36,358,907 466,379 SH SOLE 458,062 0 8,317
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 15,000,896 32,883 SH SOLE 32,453 0 430
TE CONNECTIVITY PLC ORD SHS G87052109 12,781,949 60,555 SH SOLE 59,864 0 691
TERRENO RLTY CORP COM 88146M101 1,416,098 21,938 SH SOLE 21,938 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 1,401,346 15,065 SH SOLE 15,065 0 0
TEXAS INSTRS INC COM 882508104 1,009,444 3,604 SH SOLE 3,326 0 278
THE CIGNA GROUP COM 125523100 13,047,840 48,000 SH SOLE 48,000 0 0
TJX COS INC NEW COM 872540109 22,591,271 170,745 SH SOLE 167,234 0 3,511
TOYOTA MOTOR CORP ADS 892331307 735,147 4,015 SH SOLE 4,015 0 0
TRINITY INDS INC COM 896522109 7,720,410 302,287 SH SOLE 302,287 0 0
UBER TECHNOLOGIES INC COM 90353T100 76,014,517 1,109,539 SH SOLE 1,094,653 0 14,886
UNION PAC CORP COM 907818108 52,458,228 192,769 SH SOLE 189,244 0 3,525
UNITED AIRLS HLDGS INC COM 910047109 13,314,000 120,000 SH SOLE 120,000 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,066,221 23,209 SH SOLE 23,209 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,384,659 41,519 SH SOLE 41,519 0 0
US BANCORP COM NEW 902973304 31,991,416 553,868 SH SOLE 543,371 0 10,497
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 226,020 1,046 SH SOLE 1,029 0 17
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2,993,025 70,391 SH SOLE 0 0 70,391
VANGUARD WORLD FD MATERIALS ETF 92204A801 6,861,228 31,449 SH SOLE 0 0 31,449
VERSANT MEDIA GROUP INC COM CL A 925283103 26,802,952 845,519 SH SOLE 830,606 0 14,913
WATSCO INC COM 942622200 2,433,325 8,039 SH SOLE 7,982 0 57
WELLTOWER INC COM 95040Q104 371,377 1,613 SH SOLE 1,128 0 485
WEX INC COM 96208T104 4,523,353 26,813 SH SOLE 26,526 0 287
WILLIAMS COS INC COM 969457100 275,482 4,053 SH SOLE 2,951 0 1,102
WILLSCOT HLDGS CORP COM CL A 971378104 3,650,716 212,498 SH SOLE 210,321 0 2,177
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1,053,201 20,901 SH SOLE 20,901 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 438,855 19,795 SH SOLE 19,795 0 0
XP INC CL A G98239109 6,298,500 300,000 SH SOLE 300,000 0 0
ZILLOW GROUP INC CL A 98954M101 6,213,886 224,328 SH SOLE 223,711 0 617