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 71,089,185 858,980 SH SOLE 858,980 0 0
ABBOTT LABORATORIES COM 002824100 110,495,004 1,118,031 SH SOLE 1,118,031 0 0
ABBVIE INC COM 00287Y109 94,558,768 361,477 SH SOLE 361,477 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 11,401,112 89,978 SH SOLE 89,978 0 0
AERCAP HOLDINGS NV SHS N00985106 330,716,724 2,304,325 SH SOLE 2,268,675 0 35,650
AIRBNB INC COM CL A 009066101 105,712,359 658,029 SH SOLE 638,193 0 19,836
ALPHABET INC CAP STK CL C 02079K107 791,625,568 2,323,254 SH SOLE 2,267,031 0 56,223
ALPHABET INC CAP STK CL A 02079K305 4,384,611 12,743 SH SOLE 12,743 0 0
AMAZON COM INC COM 023135106 724,981,653 2,909,820 SH SOLE 2,840,939 0 68,881
AMENTUM HOLDINGS INC COM 023939101 6,621,682 365,435 SH SOLE 365,435 0 0
AMERICAN ELEC PWR CO INC COM 025537101 256,454,004 2,161,615 SH SOLE 2,116,877 0 44,738
AMETEK INC COM 031100100 24,355,327 98,314 SH SOLE 98,314 0 0
AMPHENOL CORP CL A 032095101 351,340,145 4,167,736 SH SOLE 4,110,646 0 57,090
AON PLC SHS CL A G0403H108 256,979,008 928,493 SH SOLE 916,926 0 11,567
APPLE INC COM 037833100 1,824,617 5,479 SH SOLE 5,479 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 31,961,337 979,808 SH SOLE 979,808 0 0
AUTODESK INC COM 052769106 31,116,547 148,883 SH SOLE 148,883 0 0
AXOS FINANCIAL INC COM 05465C100 4,547,868 52,534 SH SOLE 52,534 0 0
BARRETT BUSINESS SVCS INC COM 068463108 25,838,227 853,874 SH SOLE 853,874 0 0
BBB FOODS INC CL A COM G0896C103 13,698,191 260,224 SH SOLE 260,224 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 277,138,855 371 SH SOLE 371 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,242,198 48,684 SH SOLE 27,403 0 21,281
BIO RAD LABS INC CL A 090572207 13,616,823 36,051 SH SOLE 36,051 0 0
BK TECHNOLOGIES CORPORATION COM NEW 05587G203 6,676,390 89,628 SH SOLE 89,628 0 0
BLOCK INC CL A 852234103 10,531,408 143,226 SH SOLE 143,226 0 0
BOOKING HOLDINGS INC COM 09857L108 106,266,030 652,299 SH SOLE 634,684 0 17,615
BORGWARNER INC COM 099724106 8,933,007 148,611 SH SOLE 148,611 0 0
BOSTON SCIENTIFIC CORP COM 101137107 39,483,302 904,543 SH SOLE 878,173 0 26,370
BRINKS CO COM 109696104 2,855,795 28,278 SH SOLE 28,278 0 0
BROADCOM INC COM 11135F101 44,729,314 127,365 SH SOLE 125,925 0 1,440
BWX TECHNOLOGIES INC COM 05605H100 90,858,948 663,204 SH SOLE 663,204 0 0
CACI INTL INC CL A 127190304 110,850,711 181,988 SH SOLE 181,988 0 0
CDW CORP COM 12514G108 103,579,040 808,201 SH SOLE 780,208 0 27,993
CENCORA INC COM 03073E105 413,025,702 1,375,606 SH SOLE 1,347,658 0 27,948
CME GROUP INC COM 12572Q105 210,013,385 801,639 SH SOLE 786,269 0 15,370
COGNEX CORP COM 192422103 70,286,133 1,158,881 SH SOLE 1,158,881 0 0
COMFORT SYS USA INC COM 199908104 7,193,637 4,349 SH SOLE 4,349 0 0
CORPAY INC COM SHS 219948106 124,986,195 321,632 SH SOLE 312,062 0 9,570
CSW INDUSTRIALS INC COM 126402106 6,168,369 21,412 SH SOLE 21,412 0 0
DANAHER CORP DEL COM 235851102 47,667,147 215,153 SH SOLE 215,153 0 0
DEERE & CO COM 244199105 201,465 300 SH SOLE 300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,591,721 14,100 SH SOLE 14,100 0 0
DORMAN PRODS INC COM 258278100 27,208,986 221,933 SH SOLE 221,933 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 65,823,727 169,291 SH SOLE 169,291 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 60,708,367 521,684 SH SOLE 521,684 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 924,541 4,153 SH SOLE 4,153 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 24,751,922 540,317 SH SOLE 540,317 0 0
FORMFACTOR INC COM 346375108 34,613,791 231,825 SH SOLE 231,825 0 0
FTI CONSULTING INC COM 302941109 81,013,355 602,285 SH SOLE 602,285 0 0
GALLAGHER ARTHUR J & CO COM 363576109 93,622,047 410,425 SH SOLE 410,425 0 0
GARRETT MOTION INC COM 366505105 12,276,789 471,640 SH SOLE 471,640 0 0
GENERAC HLDGS INC COM 368736104 124,011,683 599,235 SH SOLE 586,035 0 13,200
GLOBAL E ONLINE LTD SHS M5216V106 15,559,063 391,620 SH SOLE 391,620 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 58,959,884 2,639,207 SH SOLE 2,639,207 0 0
HENRY JACK & ASSOC INC COM 426281101 26,909,783 187,865 SH SOLE 187,865 0 0
HERSHEY CO COM 427866108 26,495,659 168,109 SH SOLE 168,109 0 0
INSPERITY INC COM 45778Q107 5,325,703 114,310 SH SOLE 114,310 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 16,907,522 197,934 SH SOLE 197,934 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 273,532,376 1,799,200 SH SOLE 1,763,075 0 36,125
INTERPARFUMS INC COM 458334109 25,798,866 232,506 SH SOLE 232,506 0 0
ITT INC COM 45073V108 71,196,243 352,771 SH SOLE 352,771 0 0
JOHNSON & JOHNSON COM 478160104 71,731,568 270,951 SH SOLE 270,951 0 0
JPMORGAN CHASE & CO COM 46625H100 266,057,456 804,212 SH SOLE 783,288 0 20,924
KARAT PACKAGING INC COM 48563L101 10,947,742 208,330 SH SOLE 208,330 0 0
KARMAN HLDGS INC COMMON STOCK 485924104 5,471,556 168,771 SH SOLE 168,771 0 0
KINSALE CAP GROUP INC COM 49714P108 17,375,569 53,836 SH SOLE 53,836 0 0
KKR & CO INC COM 48251W104 18,452,187 202,105 SH SOLE 202,105 0 0
KLA CORP COM NEW 482480100 16,778,210 86,073 SH SOLE 86,073 0 0
LIMBACH HLDGS INC COM 53263P105 9,205,739 188,141 SH SOLE 188,141 0 0
LOCKHEED MARTIN CORP COM 539830109 10,195,694 20,021 SH SOLE 20,021 0 0
LPL FINL HLDGS INC COM 50212V100 17,602,154 57,561 SH SOLE 57,561 0 0
LUMENTUM HLDGS INC COM 55024U109 64,378,027 66,283 SH SOLE 65,143 0 1,140
MAPLEBEAR INC COM 565394103 12,363,410 286,721 SH SOLE 286,721 0 0
MARSH & MCLENNAN COS INC COM 571748102 281,988,083 1,651,661 SH SOLE 1,604,300 0 47,361
MARTIN MARIETTA MATLS INC COM 573284106 99,786,086 207,970 SH SOLE 207,970 0 0
MASTERCARD INCORPORATED CL A 57636Q104 210,078,636 380,943 SH SOLE 375,260 0 5,683
MATERION CORP COM 576690101 7,936,730 29,440 SH SOLE 29,440 0 0
MCEWEN INC. COM NEW 58039P305 2,115,154 118,496 SH SOLE 118,496 0 0
MCKESSON CORP COM 58155Q103 162,921,463 190,817 SH SOLE 184,558 0 6,259
MEDLINE INC COM CL A 58507V107 62,742,909 1,808,153 SH SOLE 1,808,153 0 0
MEDPACE HLDGS INC COM 58506Q109 31,852,530 51,031 SH SOLE 51,031 0 0
META PLATFORMS INC CL A 30303M102 368,255,831 507,813 SH SOLE 490,458 0 17,355
MICROSOFT CORP COM 594918104 745,172,920 1,452,862 SH SOLE 1,416,988 0 35,874
MOBILITY GLOBAL INC COM SHS 60744M106 63,567,641 3,706,568 SH SOLE 3,656,975 0 49,593
MODERNA INC COM 60770K107 524,753 2,725 SH SOLE 2,725 0 0
MSA SAFETY INC COM 553498106 1,495,615 8,408 SH SOLE 8,408 0 0
MUELLER INDS INC COM 624756102 6,527,697 107,700 SH SOLE 107,700 0 0
NEUTRON HOLDINGS INC COM 64125S104 40,740,637 1,446,242 SH SOLE 1,446,242 0 0
NEWMONT CORP COM 651639106 3,456,740 29,970 SH SOLE 29,970 0 0
NIKE INC CL B 654106103 15,865,395 448,175 SH SOLE 448,175 0 0
NORTHROP GRUMMAN CORP COM 666807102 292,565,835 605,125 SH SOLE 591,620 0 13,505
NOVANTA INC COM 67000B104 74,276,217 522,373 SH SOLE 522,373 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 87,577,803 6,917,678 SH SOLE 6,902,816 0 14,862
NVIDIA CORPORATION COM 67066G104 707,498,859 3,097,902 SH SOLE 3,019,067 0 78,835
OLLIES BARGAIN OUTLET HLDGS COM 681116109 3,006,315 35,100 SH SOLE 35,100 0 0
OPENLANE INC COM 48238T109 26,990,891 790,826 SH SOLE 790,826 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 12,245,367 150,029 SH SOLE 150,029 0 0
PATHWARD FINANCIAL INC COM 59100U108 4,624,598 65,007 SH SOLE 65,007 0 0
PROCTER & GAMBLE CO COM 742718109 62,108,943 427,512 SH SOLE 427,512 0 0
REDDIT INC CL A 75734B100 7,914,821 55,566 SH SOLE 55,566 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 3,231,900 13,125 SH SOLE 13,125 0 0
REPLIGEN CORP COM 759916109 5,632,339 29,300 SH SOLE 29,300 0 0
RESMED INC COM 761152107 17,418,921 78,783 SH SOLE 78,783 0 0
ROYAL BK CDA COM 780087102 293,902 1,495 SH SOLE 1,495 0 0
RXO INC COMMON STOCK 74982T103 9,079,923 443,789 SH SOLE 443,789 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 12,881,698 348,154 SH SOLE 348,154 0 0
S&P GLOBAL INC COM 78409V104 172,865,432 438,222 SH SOLE 429,405 0 8,817
SAIA INC COM 78709Y105 6,597,372 19,768 SH SOLE 19,768 0 0
SANDISK CORP COM 80004C200 22,016,568 12,654 SH SOLE 12,654 0 0
SEA LTD SPONSORD ADS 81141R100 2,607,788 26,785 SH SOLE 26,785 0 0
SERVICENOW INC COM 81762P102 29,897,363 223,098 SH SOLE 223,098 0 0
SHARKNINJA INC COM SHS G8068L108 20,472,079 113,658 SH SOLE 113,658 0 0
SHELL PLC SPON ADS 780259305 701,074,543 7,375,850 SH SOLE 7,256,519 0 119,331
SK HYNIX INC AMERICAN DEPOSIT 78392B206 9,941,154 53,984 SH SOLE 53,984 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 56,499,985 1,618,447 SH SOLE 1,618,447 0 0
SOUTHERN CO COM 842587107 232,905,731 2,809,817 SH SOLE 2,748,250 0 61,567
SPROTT INC COM NEW 852066208 133,966,565 1,122,186 SH SOLE 1,122,186 0 0
SPROUTS FMRS MKT INC COM 85208M102 13,853,283 208,791 SH SOLE 208,791 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 45,161,441 98,997 SH SOLE 98,997 0 0
TERADYNE INC COM 880770102 33,885,715 84,522 SH SOLE 84,522 0 0
TEXAS INSTRS INC COM 882508104 124,175,381 443,341 SH SOLE 443,341 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 244,580 2,081 SH SOLE 2,081 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 235,387,776 1,034,990 SH SOLE 1,034,990 0 0
TRADEWEB MKTS INC CL A 892672106 72,419,557 718,163 SH SOLE 718,163 0 0
TWIST BIOSCIENCE CORP COM 90184D100 4,730,708 24,481 SH SOLE 24,481 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,123,972 112,030 SH SOLE 112,030 0 0
VALMONT INDS INC COM 920253101 54,820,999 118,409 SH SOLE 118,409 0 0
VALVOLINE INC COM 92047W101 5,514,535 182,964 SH SOLE 182,964 0 0
VEEVA SYS INC CL A COM 922475108 87,072,526 305,036 SH SOLE 305,036 0 0
VENTURE GLOBAL INC COM CL A 92333F101 5,937,918 469,772 SH SOLE 469,772 0 0
VERISK ANALYTICS INC COM 92345Y106 116,303,936 692,904 SH SOLE 689,428 0 3,476
VERIZON COMMUNICATIONS INC COM 92343V104 49,657,119 1,082,562 SH SOLE 1,082,562 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,627,372 15,032 SH SOLE 15,032 0 0
VISA INC COM CL A 92826C839 537,956,536 1,497,110 SH SOLE 1,459,258 0 37,852
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 3,809,905 58,300 SH SOLE 58,300 0 0
WATERS CORP COM 941848103 431,750,765 982,614 SH SOLE 965,014 0 17,600
WAYSTAR HLDG CORP COM 946784105 26,770,595 1,056,456 SH SOLE 1,056,456 0 0
WELLS FARGO & CO COM 949746101 313,893,021 3,921,212 SH SOLE 3,808,889 0 112,323
WESCO INTL INC COM 95082P105 28,947,355 80,501 SH SOLE 80,501 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 2,918,349 169,869 SH SOLE 169,869 0 0
XPEL INC COM 98379L100 13,645,306 308,927 SH SOLE 308,927 0 0
XPO INC COM 983793100 8,063,932 45,823 SH SOLE 45,823 0 0
ZOETIS INC CL A 98978V103 21,896,034 313,562 SH SOLE 313,562 0 0