 ALPHABET INCGOOGL |
| 3.65% | 3.37% | $14.6M | 40,938 | $12.3M | 42,924 | -1,986-4.63% | Reduce |
| WWATSCO INCWSO |
| 3.57% | 3.04% | $14.3M | 34,338 | $11.1M | 30,579 | +3,759+12.29% | Add |
 JPMORGAN CHASE & COJPM |
| 3.26% | 3.3% | $13.1M | 39,877 | $12.1M | 41,066 | -1,189-2.90% | Reduce |
 Markel Group Inc.MKL |
| 2.13% | 2.29% | $8.6M | 4,378 | $8.4M | 4,387 | -9-0.21% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 1.99% | 1.99% | $8.0M | 25,286 | $7.3M | 25,412 | -126-0.50% | Reduce |
 MICROSOFT CORPMSFT |
| 1.93% | 2.18% | $7.8M | 20,777 | $8.0M | 21,611 | -834-3.86% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.93% | 2.19% | $7.7M | 83,966 | $8.0M | 85,184 | -1,218-1.43% | Reduce |
 VISA INCV |
| 1.9% | 1.87% | $7.6M | 22,139 | $6.8M | 22,603 | -464-2.05% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.88% | 2.01% | $7.6M | 15,093 | $7.4M | 15,385 | -292-1.90% | Reduce |
 XPO INCXPO |
| 1.71% | 1.84% | $6.9M | 33,463 | $6.7M | 34,682 | -1,219-3.51% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.57% | 1.69% | $6.3M | 24,693 | $6.2M | 25,301 | -608-2.40% | Reduce |
| TTYLER TECHNOLOGIES INCTYL |
| 1.48% | 0.35% | $5.9M | 20,343 | $1.3M | 3,703 | +16,640+449.37% | Add |
| OOmnicell Inc.OMCL |
| 1.47% | 1.27% | $5.9M | 142,081 | $4.7M | 139,485 | +2,596+1.86% | Add |
 TEXAS INSTRS INCTXN |
| 1.45% | 1.1% | $5.8M | 19,501 | $4.0M | 20,659 | -1,158-5.61% | Reduce |
 PAR TECHNOLOGY CORPPAR |
| 1.44% | 0.31% | $5.8M | 331,581 | $1.1M | 84,242 | +247,339+293.61% | Add |
 AMAZON COM INCAMZN |
| 1.4% | 1.36% | $5.6M | 23,558 | $5.0M | 23,965 | -407-1.70% | Reduce |
 CATERPILLAR INCCAT |
| 1.39% | 1.04% | $5.6M | 5,221 | $3.8M | 5,381 | -160-2.97% | Reduce |
 CISCO SYS INCCSCO |
| 1.29% | 0.95% | $5.2M | 44,165 | $3.5M | 44,867 | -702-1.56% | Reduce |
 ECOLAB INCECL |
| 1.26% | 1.35% | $5.1M | 18,164 | $4.9M | 18,528 | -364-1.96% | Reduce |
 APPLE INCAAPL |
| 1.15% | 1.12% | $4.6M | 15,962 | $4.1M | 16,211 | -249-1.54% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.12% | 0.97% | $4.5M | 17,025 | $3.5M | 16,971 | +54+0.32% | Add |
 NAPCO SEC TECHNOLOGIES INCNSSC |
| 1.12% | 1.28% | $4.5M | 117,784 | $4.7M | 118,714 | -930-0.78% | Reduce |
| FFASTENAL CO COMFAST |
| 1.09% | 1.22% | $4.3M | 90,525 | $4.5M | 96,052 | -5,527-5.75% | Reduce |
| WWILLSCOT HLDGS CORPWSC |
| 0.98% | 0.63% | $3.9M | 135,415 | $2.3M | 133,181 | +2,234+1.68% | Add |
 BROOKFIELD INFRASTRUCTURE COBIPC |
| 0.97% | 0.64% | $3.9M | 100,638 | $2.4M | 59,672 | +40,966+68.65% | Add |
 XYLEM INCXYL |
| 0.95% | 1.07% | $3.8M | 32,250 | $3.9M | 32,867 | -617-1.88% | Reduce |
 HEXCEL CORP NEWHXL |
| 0.89% | 0.79% | $3.6M | 35,532 | $2.9M | 35,595 | -63-0.18% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.79% | $3.5M | 9,977 | $2.9M | 10,099 | -122-1.21% | Reduce |
| AADEIA INCADEA |
| 0.87% | 0.7% | $3.5M | 105,944 | $2.5M | 105,944 | 00.00% | Unchanged |
 UNITED PARCEL SVCS INCUPS |
| 0.84% | 0.86% | $3.4M | 31,373 | $3.1M | 31,837 | -464-1.46% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.83% | 1.19% | $3.3M | 20,151 | $4.4M | 21,034 | -883-4.20% | Reduce |
 INSULET CORPPODD |
| 0.8% | 1.17% | $3.2M | 20,975 | $4.3M | 20,411 | +564+2.76% | Add |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.78% | 0.78% | $3.1M | 83,466 | $2.9M | 86,186 | -2,720-3.16% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.77% | 0.83% | $3.1M | 6,009 | $3.0M | 6,060 | -51-0.84% | Reduce |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 0.75% | 0.61% | $3.0M | 38,403 | $2.2M | 38,633 | -230-0.60% | Reduce |
 CME GROUP INCCME |
| 0.75% | 1.15% | $3.0M | 13,541 | $4.2M | 14,243 | -702-4.93% | Reduce |
| CCELLEBRITE DI LTDCLBT |
| 0.73% | 0.75% | $2.9M | 200,203 | $2.7M | 198,814 | +1,389+0.70% | Add |
 CASEYS GEN STORES INCCASY |
| 0.69% | 0.69% | $2.8M | 3,480 | $2.5M | 3,467 | +13+0.37% | Add |
| BBLUE BIRD CORP COMBLBD |
| 0.69% | 0.55% | $2.8M | 34,847 | $2.0M | 35,201 | -354-1.01% | Reduce |
| CCARMAX INCKMX |
| 0.68% | 0.6% | $2.7M | 51,866 | $2.2M | 52,573 | -707-1.34% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.68% | 0.98% | $2.7M | 22,052 | $3.6M | 22,838 | -786-3.44% | Reduce |
 BLACKSTONE INCBX |
| 0.68% | 0.73% | $2.7M | 23,055 | $2.7M | 23,303 | -248-1.06% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 0.67% | 0.67% | $2.7M | 44,515 | $2.5M | 43,238 | +1,277+2.95% | Add |
 SILICON LABORATORIES INCSLAB |
| 0.66% | 0.66% | $2.7M | 12,140 | $2.4M | 11,605 | +535+4.61% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 0.66% | 0.69% | $2.6M | 14,790 | $2.5M | 602 | +14,188+2,356.81% | Add |
 CANADIAN PACIFIC KANSAS CITYCP |
| 0.65% | 0.67% | $2.6M | 29,976 | $2.4M | 31,083 | -1,107-3.56% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.63% | 0.32% | $2.5M | 3,318 | $1.2M | 2,996 | +322+10.75% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 0.62% | 0.73% | $2.5M | 13,756 | $2.7M | 14,822 | -1,066-7.19% | Reduce |
 COPART INC COMCPRT |
| 0.62% | 0.8% | $2.5M | 87,525 | $2.9M | 88,043 | -518-0.59% | Reduce |
| BBRIGHTVIEW HLDGS INC COMBV |
| 0.61% | 0.58% | $2.5M | 173,219 | $2.1M | 179,407 | -6,188-3.45% | Reduce |
