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
A10 NETWORKS INC COM 002121101 2,022,650 74,609 SH SOLE 74,609 0 0
ABBVIE INC COM 00287Y109 159,346,241 609,145 SH SOLE 481,662 0 127,483
ADVANCED MICRO DEVICES INC COM 007903107 118,278,290 193,341 SH SOLE 191,036 0 2,305
ALBEMARLE CORP COM 012653101 175,066 1,655 SH SOLE 1,655 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,170,788 10,887 SH SOLE 10,887 0 0
ALLSTATE CORP COM 020002101 2,262,972 10,200 SH SOLE 10,200 0 0
ALPHABET INC CAP STK CL A 02079K305 299,576,693 870,660 SH SOLE 753,907 0 116,753
ALPHABET INC CAP STK CL C 02079K107 279,362,845 819,871 SH SOLE 776,602 0 43,269
AMAZON COM INC COM 023135106 362,831,664 1,456,278 SH SOLE 1,445,283 0 10,995
AMERICAN TOWER CORP COM 03027X100 7,932,581 48,461 SH SOLE 48,461 0 0
AMPHENOL CORP CL A 032095101 75,687,996 897,841 SH SOLE 891,594 0 6,247
APA CORPORATION COM 03743Q108 34,346,352 826,826 SH SOLE 817,112 0 9,714
APPLE INC COM 037833100 629,489,390 1,890,245 SH SOLE 1,794,627 0 95,618
ARCHER DANIELS MIDLAND CO COM 039483102 20,908,454 263,397 SH SOLE 258,714 0 4,683
ARISTA NETWORKS INC COM SHS 040413205 58,575,693 287,714 SH SOLE 284,946 0 2,768
ARM HOLDINGS PLC SPONSORED ADS 042068205 7,880,200 27,205 SH SOLE 27,205 0 0
ASTRAZENECA PLC ORD G0593M107 317,751,906 1,947,801 SH SOLE 766,029 0 1,181,772
ASTRONICS CORP COM 046433108 13,048,332 193,538 SH SOLE 190,573 0 2,965
ATLASSIAN CORPORATION CL A 049468101 14,336,208 79,961 SH SOLE 79,961 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,133,400 4,392 SH SOLE 4,392 0 0
AVERY DENNISON CORP COM 053611109 12,438,600 72,881 SH SOLE 71,651 0 1,230
BANK OF AMER CORP COM 060505104 48,372,757 888,715 SH SOLE 879,225 0 9,490
BANK OF NY MELLON CORP COM 064058100 14,940,858 103,304 SH SOLE 101,519 0 1,785
BAXTER INTL INC COM 071813109 12,824,544 534,356 SH SOLE 525,299 0 9,057
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,774,733 105,984 SH SOLE 104,273 0 1,711
BEST BUY INC COM 086516101 21,680,568 245,700 SH SOLE 241,592 0 4,108
BIOGEN INC COM 09062X103 44,127,691 195,359 SH SOLE 193,288 0 2,071
BOOKING HOLDINGS INC COM 09857L108 355,470 2,182 SH SOLE 2,182 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 2,404,650 24,600 SH SOLE 24,600 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 37,126,939 594,983 SH SOLE 588,329 0 6,654
BROADCOM INC COM 11135F101 379,114,170 1,079,513 SH SOLE 956,683 0 122,830
CATERPILLAR INC COM 149123101 30,591,917 37,731 SH SOLE 37,099 0 632
CBRE GROUP INC CL A 12504L109 1,389,403 10,815 SH SOLE 10,815 0 0
CF INDUSTRIES HOLD COM 125269100 2,154,240 18,700 SH SOLE 18,700 0 0
CHEVRON CORPORATION COM 166764100 45,209,848 221,389 SH SOLE 217,765 0 3,624
CINCINNATI FINL CORP COM 172062101 48,147,589 302,112 SH SOLE 265,561 0 36,551
CISCO SYS INC COM 17275R102 78,174,144 726,323 SH SOLE 719,869 0 6,454
CITIZENS FINL GROUP INC COM 174610105 72,831,135 1,142,270 SH SOLE 1,137,240 0 5,030
CLOUDFLARE INC CL A COM 18915M107 82,507,477 237,582 SH SOLE 190,953 0 46,629
CME GROUP INC COM 12572Q105 73,633,409 281,065 SH SOLE 229,145 0 51,920
COHERENT CORP COM 19247G107 16,743,922 58,177 SH SOLE 58,177 0 0
COLGATE PALMOLIVE CO COM 194162103 73,683,717 863,616 SH SOLE 676,728 0 186,888
COSTCO WHOLESALE CORPORATION COM 22160K105 39,358,550 43,235 SH SOLE 42,833 0 402
CROWDSTRIKE HLDGS INC CL A 22788C105 41,449,260 156,560 SH SOLE 156,560 0 0
CROWN HLDGS INC COM 228368106 13,852,350 131,414 SH SOLE 131,414 0 0
CTO RLTY GROWTH INC NEW COM 22948Q101 2,080,186 101,522 SH SOLE 101,522 0 0
CUMMINS INC COM 231021106 62,999,327 121,957 SH SOLE 83,683 0 38,274
D R HORTON INC COM 23331A109 7,737,396 56,622 SH SOLE 56,622 0 0
DANAHER CORP DEL COM 235851102 10,898,488 49,192 SH SOLE 49,192 0 0
DARDEN RESTAURANTS INC COM 237194105 32,671,618 169,064 SH SOLE 93,131 0 75,933
DARLING INGREDIENTS INC COM 237266101 2,020,004 33,273 SH SOLE 33,273 0 0
DATADOG INC CL A COM 23804L103 12,623,116 46,095 SH SOLE 46,095 0 0
DELL TECHNOLOGIES INC CL C 24703L202 39,916,966 74,202 SH SOLE 73,245 0 957
DHT HOLDINGS INC SHS NEW Y2065G121 2,677,863 118,647 SH SOLE 118,647 0 0
DIGI INTL INC COM 253798102 1,595,341 20,928 SH SOLE 20,928 0 0
DIGITAL RLTY TR INC COM 253868103 7,998,024 45,565 SH SOLE 45,565 0 0
DISNEY WALT CO COM 254687106 23,875,240 227,600 SH SOLE 223,710 0 3,890
DOLLAR GEN CORP COM 256677105 15,257,451 127,592 SH SOLE 125,410 0 2,182
DONALDSON INC COM 257651109 8,645,335 99,326 SH SOLE 99,326 0 0
EATON CORP PLC SHS G29183103 114,946,566 267,498 SH SOLE 204,179 0 63,319
EDWARDS LIFESCIENCES CORP COM 28176E108 397,331 4,603 SH SOLE 4,603 0 0
ELI LILLY & CO COM 532457108 94,652,615 81,803 SH SOLE 80,922 0 881
EMCOR GROUP INC COM 29084Q100 706,957 937 SH SOLE 937 0 0
EQT CORP COM 26884L109 1,733,592 35,700 SH SOLE 35,700 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 5,563,049 95,372 SH SOLE 92,221 0 3,151
ESSENTIAL UTILS INC COM 29670G102 23,563,928 601,274 SH SOLE 601,274 0 0
EVERQUOTE INC COM CL A 30041R108 1,729,734 86,228 SH SOLE 86,228 0 0
EXPEDIA GROUP INC COM NEW 30212P303 9,711,663 36,876 SH SOLE 36,285 0 591
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 69,628,356 427,824 SH SOLE 422,341 0 5,483
FASTENAL CO COM 311900104 53,703,992 1,084,272 SH SOLE 628,493 0 455,779
FEDEX CORP COM 31428X106 29,190,365 102,390 SH SOLE 101,304 0 1,086
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 26,597,747 119,476 SH SOLE 119,476 0 0
FIRST BANCORP CORPORATION COM NEW 318672706 2,354,796 89,400 SH SOLE 89,400 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 20,177,957 95,526 SH SOLE 93,849 0 1,677
FIVE BELOW INC COM 33829M101 2,122,583 9,667 SH SOLE 9,667 0 0
FORTINET INC COM 34959E109 28,814,503 161,191 SH SOLE 158,431 0 2,760
FREEPORT MCMORAN INC CL B 35671D857 26,100,970 372,871 SH SOLE 366,498 0 6,373
GARMIN LTD SHS H2906T109 4,775,886 16,650 SH SOLE 16,650 0 0
GE AEROSPACE COM NEW 369604301 51,009,136 163,339 SH SOLE 161,637 0 1,702
GILEAD SCIENCES INC COM 375558103 28,357,210 190,253 SH SOLE 190,253 0 0
GLOBAL SHIP LEASE INC COM CL A Y27183600 2,112,231 47,853 SH SOLE 47,853 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 5,214,000 233,393 SH SOLE 193,410 0 39,983
HOME DEPOT INC COM 437076102 48,832,709 171,650 SH SOLE 119,104 0 52,546
IDEX CORP COM 45167R104 19,907,214 87,320 SH SOLE 87,320 0 0
IMAX CORP COM 45245E109 2,422,160 44,200 SH SOLE 44,200 0 0
INCYTE CORP COM 45337C102 2,509,154 20,677 SH SOLE 20,677 0 0
INFOSYS LTD SPONSORED ADR 456788108 4,496,088 417,852 SH SOLE 417,852 0 0
INTEL CORP COM 458140100 110,391,699 918,171 SH SOLE 910,743 0 7,428
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,007,278 8,670 SH SOLE 8,670 0 0
JOHNSON & JOHNSON COM 478160104 112,345,066 424,360 SH SOLE 357,365 0 66,995
JPMORGAN CHASE & CO COM 46625H100 176,673,476 534,031 SH SOLE 426,579 0 107,452
KIMBERLY-CLARK CORP COM 494368103 10,389,643 106,637 SH SOLE 106,637 0 0
KIRBY CORP COM 497266106 2,123,756 16,181 SH SOLE 16,181 0 0
KLA CORP COM NEW 482480100 135,901,102 697,179 SH SOLE 567,194 0 129,985
LAM RESEARCH CORP COM NEW 512807306 58,154,483 177,025 SH SOLE 175,966 0 1,059
LOCKHEED MARTIN CORP COM 539830109 1,005,260 1,974 SH SOLE 1,974 0 0
LUMENTUM HLDGS INC COM 55024U109 7,971,131 8,207 SH SOLE 8,207 0 0
MACYS INC COM 55616P104 19,071,788 837,584 SH SOLE 822,915 0 14,669
MAGNITE INC COM 55955D100 2,669,249 105,671 SH SOLE 105,671 0 0
MASTERCARD INCORPORATED CL A 57636Q104 41,853,264 75,894 SH SOLE 74,628 0 1,266
MCKESSON CORP COM 58155Q103 957,121 1,121 SH SOLE 1,121 0 0
MEDTRONIC PLC SHS G5960L103 12,225,826 141,683 SH SOLE 139,954 0 1,729
MERCADOLIBRE INC COM 58733R102 21,641,196 12,520 SH SOLE 12,520 0 0
MERCK & CO INC COM 58933Y105 164,500,946 1,132,069 SH SOLE 957,673 0 174,396
META PLATFORMS INC CL A 30303M102 200,412,920 276,363 SH SOLE 274,341 0 2,022
METLIFE INC COM 59156R108 61,973,758 658,175 SH SOLE 652,236 0 5,939
MICRON TECHNOLOGY INC COM 595112103 259,499,140 243,636 SH SOLE 242,275 0 1,361
MICROSOFT CORP COM 594918104 715,204,173 1,394,432 SH SOLE 1,259,925 0 134,507
MOHAWK INDS INC COM 608190104 20,361,662 163,259 SH SOLE 160,524 0 2,735
MONGODB INC CL A 60937P106 33,194,644 95,220 SH SOLE 94,578 0 642
MONSTER BEVERAGE CORP NEW COM 61174X109 816,002 19,606 SH SOLE 19,606 0 0
MORGAN STANLEY COM NEW 617446448 140,348,117 746,215 SH SOLE 572,277 0 173,938
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,194,172 4,920 SH SOLE 4,920 0 0
NASDAQ INC COM 631103108 1,431,216 15,555 SH SOLE 15,555 0 0
NETFLIX INC. COM 64110L106 51,835,917 744,983 SH SOLE 737,023 0 7,960
NEWMONT CORP COM 651639106 46,738,882 405,227 SH SOLE 401,095 0 4,132
NEXTERA ENERGY INC COM 65339F101 4,264,616 56,306 SH SOLE 54,759 0 1,547
NORDSON CORP COM 655663102 17,282,941 52,716 SH SOLE 51,839 0 877
NVIDIA CORPORATION COM 67066G104 723,195,188 3,166,631 SH SOLE 3,015,059 0 151,572
OREILLY AUTOMOTIVE INC COM 67103H107 11,205,023 131,191 SH SOLE 129,133 0 2,058
PACKAGING CORP AMER COM 695156109 10,832,764 47,251 SH SOLE 47,251 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 94,290,409 504,092 SH SOLE 500,021 0 4,071
PEPSICO INC COM 713448108 57,293,660 452,128 SH SOLE 342,003 0 110,125
PFIZER INC COM 717081103 6,011,189 210,771 SH SOLE 210,771 0 0
PHILIP MORRIS INTL INC COM 718172109 641,155 3,360 SH SOLE 3,360 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,467,086 11,100 SH SOLE 11,100 0 0
PROCTER & GAMBLE CO COM 742718109 7,208,358 49,617 SH SOLE 49,617 0 0
PROGRESSIVE CORP COM 743315103 21,561,691 104,007 SH SOLE 102,171 0 1,836
PROLOGIS INC. COM 74340W103 21,709,118 167,199 SH SOLE 167,199 0 0
PROTO LABS INC COM 743713109 2,940,350 31,000 SH SOLE 31,000 0 0
PULTE GROUP INC COM 745867101 12,907,265 111,212 SH SOLE 109,405 0 1,807
QUEST DIAGNOSTICS INC COM 74834L100 20,798,934 89,239 SH SOLE 89,239 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 2,102,016 78,200 SH SOLE 78,200 0 0
REPUBLIC SVCS INC COM 760759100 17,935,070 85,458 SH SOLE 85,458 0 0
RINGCENTRAL INC CL A 76680R206 33,327,256 446,148 SH SOLE 440,874 0 5,274
ROCKWELL AUTOMATION INC COM 773903109 22,578,390 51,865 SH SOLE 51,446 0 419
ROSS STORES INC COM 778296103 2,660,293 11,398 SH SOLE 11,398 0 0
RTX CORPORATION COM 75513E101 71,959,982 387,611 SH SOLE 259,566 0 128,045
S&P GLOBAL INC COM 78409V104 616,557 1,563 SH SOLE 1,563 0 0
SANDISK CORP COM 80004C200 33,910,456 19,490 SH SOLE 19,157 0 333
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 26,658,393 28,903 SH SOLE 28,470 0 433
SERVICENOW INC COM 81762P102 529,205 3,949 SH SOLE 3,949 0 0
SLB LIMITED COM STK 806857108 27,359,642 561,569 SH SOLE 555,686 0 5,883
SMUCKER J M CO COM NEW 832696405 31,188,904 262,290 SH SOLE 258,142 0 4,148
SNOWFLAKE INC COM SHS 833445109 27,383,137 80,643 SH SOLE 80,643 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,725,100 26,000 SH SOLE 26,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 37,383,474 421,983 SH SOLE 418,582 0 3,401
STATE STR CORP COM 857477103 56,744,543 325,016 SH SOLE 322,597 0 2,419
STEEL DYNAMICS INC COM 858119100 48,769,048 220,067 SH SOLE 185,012 0 35,055
STIFEL FINL CORP COM 860630102 10,277,459 146,737 SH SOLE 144,026 0 2,711
STRYKER CORPORATION COM 863667101 9,473,691 34,401 SH SOLE 34,401 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 222,995,252 488,821 SH SOLE 361,398 0 127,423
TARGET CORP COM 87612E106 25,870,929 165,109 SH SOLE 162,348 0 2,761
TESLA INC COM 88160R101 65,945,696 185,862 SH SOLE 183,267 0 2,595
TEXAS INSTRS INC COM 882508104 110,542,280 394,667 SH SOLE 302,401 0 92,266
TEXTRON INC COM 883203101 9,613,240 126,158 SH SOLE 126,158 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 56,652,896 83,924 SH SOLE 82,784 0 1,140
TJX COS INC NEW COM 872540109 15,741,450 118,974 SH SOLE 118,974 0 0
TOTALENERGIES SE ACT F92124100 85,780,063 997,630 SH SOLE 753,745 0 243,885
UBER TECHNOLOGIES INC COM 90353T100 2,748,895 40,124 SH SOLE 40,124 0 0
UNITED PARCEL SVCS INC CL B 911312106 14,260,813 152,620 SH SOLE 150,054 0 2,566
UNITED RENTALS INC COM 911363109 32,954,685 32,929 SH SOLE 32,636 0 293
US BANCORP COM NEW 902973304 65,241,017 1,129,519 SH SOLE 1,123,657 0 5,862
VERIZON COMMUNICATIONS INC COM 92343V104 35,792,590 780,305 SH SOLE 769,676 0 10,629
VISA INC COM CL A 92826C839 143,694,270 399,895 SH SOLE 323,180 0 76,715
WABTEC COM 929740108 2,383,594 8,300 SH SOLE 8,300 0 0
WALMART INC COM 931142103 22,273,901 214,337 SH SOLE 210,638 0 3,699
WASTE MGMT INC DEL COM 94106L109 709,438 3,479 SH SOLE 3,479 0 0
WATSCO INC COM 942622200 4,782,199 15,799 SH SOLE 15,799 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 15,408,247 43,504 SH SOLE 42,919 0 585
WESCO INTL INC COM 95082P105 20,221,544 56,235 SH SOLE 56,235 0 0
WILLIAMS SONOMA INC COM 969904101 12,067,372 52,941 SH SOLE 52,038 0 903
XYLEM INC COM 98419M100 13,088,641 129,245 SH SOLE 129,245 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 1,969,709 21,700 SH SOLE 21,700 0 0