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    <nameOfIssuer>ALPHABET INC CAP STOCK CL A</nameOfIssuer>
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    <nameOfIssuer>AMPHENOL CORP CL A</nameOfIssuer>
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    <nameOfIssuer>ARCH CAPITAL GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G0450A105</cusip>
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    <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
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    <nameOfIssuer>ASCENDIS PHARMA AS ORD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>K08588103</cusip>
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    <nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>BANK OF AMERICA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC CL B NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670702</cusip>
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    <nameOfIssuer>CELSIUS HOLDINGS INC NEW</nameOfIssuer>
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    <nameOfIssuer>CISCO SYSTEMS INC</nameOfIssuer>
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    <cusip>17275R102</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>12572Q105</cusip>
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    <nameOfIssuer>COSTCO WHOLESALE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160K105</cusip>
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    <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
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    <nameOfIssuer>ENCOMPASS HEALTH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29261A100</cusip>
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    <nameOfIssuer>EVERCORE INC CLASS A</nameOfIssuer>
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    <nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>165167735</cusip>
    <value>1141522</value>
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    <nameOfIssuer>EXXONMOBIL HOLDINGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30233Q108</cusip>
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    <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36828A101</cusip>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
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      <Sole>102119</Sole>
      <Shared>6018</Shared>
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    <nameOfIssuer>GLAUKOS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>82302</Sole>
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    <nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
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      <Sole>114759</Sole>
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      <None>0</None>
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    <nameOfIssuer>SEAGATE TECHNOLOGY HLDNGS PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7997R103</cusip>
    <value>63010579</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68316</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64445</Sole>
      <Shared>3871</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762P102</cusip>
    <value>32904279</value>
    <shrsOrPrnAmt>
      <sshPrnamt>245536</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>231521</Sole>
      <Shared>14015</Shared>
      <None>0</None>
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    <nameOfIssuer>SHARKNINJA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G8068L108</cusip>
    <value>36440798</value>
    <shrsOrPrnAmt>
      <sshPrnamt>202314</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>191713</Sole>
      <Shared>10601</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>2739713</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8475</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8475</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMURFIT WESTROCK PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G8267P108</cusip>
    <value>15134238</value>
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      <sshPrnamt>343180</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>330235</Sole>
      <Shared>12945</Shared>
      <None>0</None>
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    <nameOfIssuer>T-MOBILE US INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872590104</cusip>
    <value>2464954</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15115</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15095</Sole>
      <Shared>20</Shared>
      <None>0</None>
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    <nameOfIssuer>TARGA RESOURCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612G101</cusip>
    <value>24859329</value>
    <shrsOrPrnAmt>
      <sshPrnamt>91966</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>87053</Sole>
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      <None>0</None>
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    <nameOfIssuer>TECK RESOURCES LTD CL B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>878742204</cusip>
    <value>4969382</value>
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      <sshPrnamt>75534</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>71052</Sole>
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      <None>0</None>
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    <nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>879360105</cusip>
    <value>26868333</value>
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      <sshPrnamt>44278</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>41949</Sole>
      <Shared>2329</Shared>
      <None>0</None>
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    <nameOfIssuer>TEXAS INSTRUMENTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>1183380</value>
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      <sshPrnamt>4225</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4225</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXAS ROADHOUSE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882681109</cusip>
    <value>21200642</value>
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      <sshPrnamt>135606</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>128968</Sole>
      <Shared>6638</Shared>
      <None>0</None>
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    <nameOfIssuer>TJX COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>27947180</value>
    <shrsOrPrnAmt>
      <sshPrnamt>211225</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>201562</Sole>
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      <None>0</None>
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    <nameOfIssuer>TKO GROUP HOLDINGS INC CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87256C101</cusip>
    <value>25965586</value>
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      <sshPrnamt>144478</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>136996</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89417E109</cusip>
    <value>40908096</value>
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      <sshPrnamt>114746</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>108482</Sole>
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      <None>0</None>
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    <nameOfIssuer>URBAN OUTFITTERS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>17790659</value>
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      <sshPrnamt>232923</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>221298</Sole>
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      <None>0</None>
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    <nameOfIssuer>VERISIGN INC</nameOfIssuer>
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    <cusip>92343E102</cusip>
    <value>3754399</value>
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      <sshPrnamt>13313</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13168</Sole>
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    <nameOfIssuer>VERTIV HOLDINGS CO CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92537N108</cusip>
    <value>11305615</value>
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      <sshPrnamt>46851</sshPrnamt>
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    <votingAuthority>
      <Sole>44418</Sole>
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    <nameOfIssuer>VICTORIAS SECRET AND CO COMMON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>926400102</cusip>
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      <sshPrnamt>223341</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>207859</Sole>
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      <None>0</None>
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    <nameOfIssuer>VISA INC CL A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92826C839</cusip>
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      <sshPrnamt>4650</sshPrnamt>
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      <Sole>4650</Sole>
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    <nameOfIssuer>WABTEC</nameOfIssuer>
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      <Sole>71773</Sole>
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    <nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
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    <nameOfIssuer>VANGUARD INDEX FUNDS 500 INDEX</nameOfIssuer>
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      <Sole>7216</Sole>
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    <nameOfIssuer>VANGUARD INDEX FUNDS GROWTH IN</nameOfIssuer>
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    <cusip>922908660</cusip>
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    <nameOfIssuer>FINANCIAL SELECT SECTOR SPDR F</nameOfIssuer>
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    <nameOfIssuer>INVESCO S&amp;P 500 EQUAL WEIGHT E</nameOfIssuer>
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    <nameOfIssuer>ISHARES RUSSELL 1000 GROWTH ET</nameOfIssuer>
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    <cusip>464287614</cusip>
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    <nameOfIssuer>ISHARES RUSSELL 1000 VALUE ETF</nameOfIssuer>
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      <Sole>2297</Sole>
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    <nameOfIssuer>SPDR S&amp;P 500 ETF TRUST</nameOfIssuer>
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    <cusip>78462F103</cusip>
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      <sshPrnamt>4724</sshPrnamt>
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    <nameOfIssuer>SPDR S&amp;P MIDCAP 400 ETF TRUST</nameOfIssuer>
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    <cusip>78467Y107</cusip>
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    <nameOfIssuer>UTILITIES SELECT SECTOR SPDR F</nameOfIssuer>
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      <Sole>2425</Sole>
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    <cusip>922908363</cusip>
    <value>22901301</value>
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      <sshPrnamt>32676</sshPrnamt>
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    <votingAuthority>
      <Sole>28991</Sole>
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    <nameOfIssuer>VANGUARD TOTAL STOCK MARKET ET</nameOfIssuer>
    <titleOfClass>ETF</titleOfClass>
    <cusip>922908769</cusip>
    <value>264588</value>
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      <sshPrnamt>707</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>707</Sole>
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      <None>0</None>
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</informationTable>
