| Kirby Corporation | 128K | US$17.5M | 3.8% |
| Alphabet Inc (google) Class C | 35,102 | US$12.5M | 2.7% |
| Worthington Enterprises, Inc. | 223K | US$12M | 2.6% |
| Berkshire Hathaway Inc. | 23,618 | US$11.8M | 2.6% |
| Hub Group, Inc. | 259K | US$11.4M | 2.5% |
| Amazon.com, Inc. | 40,856 | US$9.74M | 2.1% |
| Lincoln Electric Holdings, Inc. | 34,079 | US$9.05M | 2.0% |
| Jack Henry & Associates, Inc. | 65,260 | US$8.99M | 2.0% |
| Carlisle Companies Incorporated | 22,178 | US$8.05M | 1.8% |
| Csx Corporation | 166K | US$7.88M | 1.7% |
| Cactus, Inc. Class A Common Stock | 145K | US$7.45M | 1.6% |
| Pool Corporation | 33,118 | US$7.12M | 1.6% |
| Johnson & Johnson | 26,143 | US$6.64M | 1.4% |
| Walt Disney Company (the) | 68,580 | US$6.6M | 1.4% |
| Copa Holdings, S.a. | 39,119 | US$6.09M | 1.3% |
| Arch Capital Group Ltd. | 62,029 | US$6.02M | 1.3% |
| Zebra Technologies Corporation | 21,281 | US$5.6M | 1.2% |
| Thermo Fisher Scientific Inc | 11,167 | US$5.6M | 1.2% |
| Axis Capital Holdings Limited | 51,510 | US$5.53M | 1.2% |
| Atlanta Braves Holdings, Inc. - Series A | 105K | US$5.43M | 1.2% |
| Gildan Activewear Inc. | 105K | US$5.4M | 1.2% |
| Murphy Usa Inc. | 9,391 | US$5.06M | 1.1% |
| Abbott Laboratories | 54,892 | US$4.98M | 1.1% |
| Encompass Health Corporation | 48,991 | US$4.95M | 1.1% |
| Graham Holdings Company | 4,288 | US$4.89M | 1.1% |
| Interparfums, Inc. | 42,301 | US$4.73M | 1.0% |
| Pepsico, Inc. | 34,544 | US$4.68M | 1.0% |
| Greenbrier Companies, Inc. (the) | 94,828 | US$4.65M | 1.0% |
| Antero Resources Corporation | 129K | US$4.53M | 0.99% |
| Bruker Corporation | 74,924 | US$4.51M | 0.98% |
| Allegiant Travel Company | 37,934 | US$4.46M | 0.97% |
| Movado Group Inc. | 111K | US$4.38M | 0.95% |
| Performance Food Group Company | 38,902 | US$4.35M | 0.95% |
| Booking Holdings Inc. Common Stock | 23,966 | US$4.27M | 0.93% |
| Valvoline Inc. | 105K | US$4.14M | 0.90% |
| Simpson Manufacturing Company, Inc. | 18,973 | US$3.97M | 0.87% |
| Equifax, Inc. | 24,643 | US$3.91M | 0.85% |
| Msc Industrial Direct Company, Inc. | 31,854 | US$3.79M | 0.83% |
| Align Technology, Inc. | 22,015 | US$3.71M | 0.81% |
| Applied Industrial Technologies, Inc. | 10,777 | US$3.64M | 0.79% |
| Etsy, Inc. | 47,833 | US$3.6M | 0.79% |
| Microsoft Corp. | 9,618 | US$3.59M | 0.78% |
| National Fuel Gas Company | 45,298 | US$3.5M | 0.76% |
| Proficient Auto Logistics, Inc. | 511K | US$3.48M | 0.76% |
| Limbach Holdings, Inc. | 45,166 | US$3.48M | 0.76% |
| Houlihan Lokey, Inc. | 25,348 | US$3.4M | 0.74% |
| Lamb Weston Holdings, Inc. | 78,694 | US$3.4M | 0.74% |
| Federal Agricultural Mortgage Corporation | 16,648 | US$3.32M | 0.72% |
| Si-bone, Inc. | 201K | US$3.28M | 0.72% |
| Epam Systems, Inc. | 38,075 | US$3.02M | 0.66% |
| Toro Company (the) | 30,136 | US$2.94M | 0.64% |
| Supernus Pharmaceuticals, Inc. | 61,703 | US$2.87M | 0.63% |
| Assured Guaranty Ltd. | 34,892 | US$2.8M | 0.61% |
| Brp, Inc. | 43,737 | US$2.67M | 0.58% |
| Range Resources Corporation | 71,716 | US$2.67M | 0.58% |
| Ppg Industries, Inc. | 21,889 | US$2.65M | 0.58% |
| Tidewater Inc. | 38,540 | US$2.57M | 0.56% |
| Procept Biorobotics Corporation | 114K | US$2.57M | 0.56% |
| Essent Group Ltd. | 39,299 | US$2.53M | 0.55% |
| Globus Medical, Inc. | 27,221 | US$2.15M | 0.47% |
| Metlife, Inc. | 25,028 | US$2.12M | 0.46% |
| Mama's Creations, Inc. | 115K | US$2.06M | 0.45% |
| Suncor Energy Inc. | 36,792 | US$1.97M | 0.43% |
| Installed Building Products, Inc. | 8,391 | US$1.93M | 0.42% |
| Ollie's Bargain Outlet Holdings, Inc. | 24,136 | US$1.86M | 0.40% |
| Coca-cola Consolidated, Inc. | 9,591 | US$1.83M | 0.40% |
| Corpay, Inc. | 5,368 | US$1.79M | 0.39% |
| Baker Hughes Company | 31,764 | US$1.76M | 0.38% |
| Bbb Foods Inc. | 41,600 | US$1.73M | 0.38% |
| Ingles Markets, Incorporated | 19,209 | US$1.7M | 0.37% |
| Nomad Foods Limited | 154K | US$1.68M | 0.37% |
| Copart, Inc. | 59,608 | US$1.68M | 0.37% |
| Alamos Gold Inc. | 53,000 | US$1.61M | 0.35% |
| Zoetis Inc. | 22,297 | US$1.6M | 0.35% |
| Meta Platforms, Inc. | 2,768 | US$1.56M | 0.34% |
| Citigroup, Inc. | 10,996 | US$1.54M | 0.34% |
| Home Depot, Inc. (the) | 4,293 | US$1.51M | 0.33% |
| Sps Commerce, Inc. | 26,091 | US$1.49M | 0.32% |
| Visa Inc. | 4,225 | US$1.45M | 0.32% |
| Bank Of America Corporation | 24,995 | US$1.42M | 0.31% |
| Netflix, Inc. | 19,543 | US$1.4M | 0.30% |
| Nisource Inc | 28,463 | US$1.35M | 0.29% |
| Arcos Dorados Holdings Inc. | 167K | US$1.35M | 0.29% |
| Tyson Foods, Inc. | 21,558 | US$1.23M | 0.27% |
| 3m Company | 7,409 | US$1.2M | 0.26% |
| Tjx Companies, Inc. (the) | 7,828 | US$1.19M | 0.26% |
| Charles Schwab Corporation (the) | 12,410 | US$1.15M | 0.25% |
| Autodesk, Inc. | 5,777 | US$1.12M | 0.24% |
| Salesforce, Inc. | 6,977 | US$1.09M | 0.24% |
| Deere & Company | 1,635 | US$1.04M | 0.23% |
| Uber Technologies, Inc. | 14,246 | US$1.03M | 0.22% |
| Mplx Lp | 18,164 | US$1.02M | 0.22% |
| Deckers Outdoor Corporation | 9,985 | US$991K | 0.22% |
| Servicenow, Inc. | 9,468 | US$940K | 0.20% |
| Fedex Corporation | 2,736 | US$857K | 0.19% |
| Mastercard Incorporated | 1,661 | US$853K | 0.19% |
| Advanced Micro Devices Inc | 1,448 | US$841K | 0.18% |
| Abbvie Inc. | 2,438 | US$613K | 0.13% |
| Vail Resorts, Inc. | 4,272 | US$582K | 0.13% |
| Kkr & Co. Inc. | 6,310 | US$579K | 0.13% |