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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABB LTD ADR 000375204   947,652 24,144 SH   SOLE   24,144 0 0
ABBOTT LABORATORIES COMMON STOCK 002824100   2,157,724 19,792 SH   SOLE   19,792 0 0
ABBVIE INC COMMON STOCK 00287Y109   1,378,018 10,228 SH   SOLE   10,228 0 0
ACCENTURE PLC COMMON STOCK G1151C101   791,816 2,566 SH   SOLE   2,566 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   1,706,324 78,200 SH   SOLE   78,200 0 0
ALPHABET INC COMMON STOCK 02079K107   6,587,179 54,453 SH   SOLE   54,453 0 0
ALPHABET INC COMMON STOCK 02079K305   44,942,562 375,460 SH   DFND   375,460 0 0
AMAZON.COM INC COMMON STOCK 023135106   2,387,934 18,318 SH   SOLE   18,318 0 0
AMERICAN AIRLINES GROUP INC COMMON STOCK 02376R102   1,293,564 72,105 SH   SOLE   72,105 0 0
AMERICAN TOWER CORP REIT 03027X100   407,468 2,101 SH   SOLE   2,101 0 0
AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106   1,096,460 3,301 SH   SOLE   3,301 0 0
AMGEN INC COMMON STOCK 031162100   293,288 1,321 SH   SOLE   1,321 0 0
AMPHENOL CORP COMMON STOCK 032095101   413,537 4,868 SH   SOLE   4,868 0 0
ANALOG DEVICES INC COMMON STOCK 032654105   2,880,071 14,784 SH   SOLE   14,784 0 0
AON PLC COMMON STOCK G0403H108   95,578,976 276,880 SH   DFND   276,880 0 0
APPLE INC COMMON STOCK 037833100   11,725,680 60,451 SH   SOLE   60,451 0 0
APPLIED MATERIALS INC COMMON STOCK 038222105   919,563 6,362 SH   SOLE   6,362 0 0
ASML HOLDING NV NY REG SHRS N07059210   4,397,784 6,068 SH   DFND   6,068 0 0
AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103   3,241,243 14,747 SH   SOLE   14,747 0 0
AUTOZONE INC COMMON STOCK 053332102   47,835,111 19,185 SH   DFND   19,185 0 0
BALL CORP COMMON STOCK 058498106   95,633,093 1,642,898 SH   DFND   1,642,898 0 0
BANK OF AMERICA CORP COMMON STOCK 060505104   417,038 14,536 SH   SOLE   14,536 0 0
W R BERKLEY CORP COMMON STOCK 084423102   46,257,154 776,648 SH   DFND   776,648 0 0
BERKSHIRE HATHAWAY INC COMMON STOCK 084670702   18,434,801 54,061 SH   SOLE   54,061 0 0
BJ'S WHOLESALE CLUB HOLDINGS INC COMMON STOCK 05550J101   5,859,237 92,989 SH   DFND   92,989 0 0
BLACKROCK INC COMMON STOCK 09247X101   1,835,668 2,656 SH   SOLE   2,656 0 0
BLACKSTONE INC COMMON STOCK 09260D107   17,040,099 183,286 SH   SOLE   183,286 0 0
BLACKSTONE MORTGAGE TRUST INC REIT 09257W100   1,662,990 79,913 SH   SOLE   79,913 0 0
BLACKSTONE SECURED LENDING FUND COMMON STOCK 09261X102   1,791,013 65,461 SH   SOLE   65,461 0 0
BOOZ ALLEN HAMILTON HOLDING CO COMMON STOCK 099502106   21,398,854 191,746 SH   DFND   191,746 0 0
BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108   686,247 10,731 SH   SOLE   10,731 0 0
BROADCOM INC COMMON STOCK 11135F101   665,319 767 SH   SOLE   767 0 0
BROWN & BROWN INC COMMON STOCK 115236101   1,085,469 15,768 SH   DFND   15,768 0 0
CANADIAN PACIFIC KANSAS CITY LTD COMMON STOCK 13646K108   178,532,635 2,210,383 SH   DFND   2,210,383 0 0
CARVANA CO COMMON STOCK 146869102   615,419 23,743 SH   SOLE   23,743 0 0
CASELLA WASTE SYSTEMS INC COMMON STOCK 147448104   3,439,633 38,028 SH   DFND   38,028 0 0
CDW CORP COMMON STOCK 12514G108   3,783,404 20,618 SH   DFND   20,618 0 0
CHEVRON CORP COMMON STOCK 166764100   1,179,810 7,498 SH   SOLE   7,498 0 0
CHURCHILL DOWNS INC COMMON STOCK 171484108   3,663,929 26,327 SH   DFND   26,327 0 0
CINTAS CORP COMMON STOCK 172908105   115,155,541 231,664 SH   DFND   231,664 0 0
CLEAN HARBORS INC COMMON STOCK 184496107   2,198,265 13,369 SH   DFND   13,369 0 0
CME GROUP INC COMMON STOCK 12572Q105   249,956 1,349 SH   SOLE   1,349 0 0
COCA COLA CO COMMON STOCK 191216100   2,058,139 34,177 SH   SOLE   34,177 0 0
COMCAST CORP COMMON STOCK 20030N101   482,188 11,605 SH   SOLE   11,605 0 0
CONOCOPHILLIPS COMMON STOCK 20825C104   350,616 3,384 SH   SOLE   3,384 0 0
COPART INC COMMON STOCK 217204106   1,492,378 16,362 SH   SOLE   16,362 0 0
COSTCO WHOLESALE CORP COMMON STOCK 22160K105   216,138,573 401,461 SH   DFND   401,461 0 0
CROWDSTRIKE HOLDINGS INC COMMON STOCK 22788C105   718,488 4,892 SH   SOLE   4,892 0 0
CSX CORP COMMON STOCK 126408103   142,793,103 4,187,481 SH   DFND   4,187,481 0 0
CVS HEALTH CORP COMMON STOCK 126650100   3,685,113 53,307 SH   SOLE   53,307 0 0
DANAHER CORP COMMON STOCK 235851102   2,455,680 10,232 SH   SOLE   10,232 0 0
DARDEN RESTAURANTS INC COMMON STOCK 237194105   433,907 2,597 SH   SOLE   2,597 0 0
DEERE & CO COMMON STOCK 244199105   40,073,291 98,900 SH   DFND   98,900 0 0
DISNEY WALT CO COMMON STOCK 254687106   249,359 2,793 SH   SOLE   2,793 0 0
DOLLAR GENERAL CORP COMMON STOCK 256677105   268,422 1,581 SH   SOLE   1,581 0 0
DOMINO'S PIZZA INC COMMON STOCK 25754A201   4,430,745 13,148 SH   DFND   13,148 0 0
DUCKHORN PORTFOLIO INC COMMON STOCK 26414D106   3,667,852 282,795 SH   DFND   282,795 0 0
EATON CORP PLC COMMON STOCK G29183103   8,869,113 44,103 SH   DFND   44,103 0 0
ENBRIDGE INC COMMON STOCK 29250N105   211,161 5,684 SH   SOLE   5,684 0 0
ENTERPRISE PRODUCTS PARTNERS LP MLP 293792107   1,707,849 64,814 SH   SOLE   64,814 0 0
FASTENAL CO COMMON STOCK 311900104   942,070 15,970 SH   SOLE   15,970 0 0
FIRST LONG IS CORP COMMON STOCK 320734106   1,998,553 166,269 SH   SOLE   166,269 0 0
FISERV INC COMMON STOCK 337738108   1,659,629 13,156 SH   SOLE   13,156 0 0
FIVE BELOW INC COMMON STOCK 33829M101   212,067 1,079 SH   SOLE   1,079 0 0
GENERAL DYNAMICS CORP COMMON STOCK 369550108   225,908 1,050 SH   SOLE   1,050 0 0
HASBRO INC COMMON STOCK 418056107   7,228,656 111,605 SH   DFND   111,605 0 0
HERSHEY CO COMMON STOCK 427866108   59,370,920 237,769 SH   DFND   237,769 0 0
HOME DEPOT INC COMMON STOCK 437076102   215,623,612 694,127 SH   DFND   694,127 0 0
HONEYWELL INTERNATIONAL INC COMMON STOCK 438516106   394,873 1,903 SH   SOLE   1,903 0 0
HUNTINGTON BANCSHARES INC COMMON STOCK 446150104   503,782 46,733 SH   SOLE   46,733 0 0
IDEXX LABORATORIES INC COMMON STOCK 45168D104   12,220,260 24,332 SH   SOLE   24,332 0 0
ILLINOIS TOOL WORKS INC COMMON STOCK 452308109   237,652 950 SH   SOLE   950 0 0
INTERNATIONAL BUSINESS MACHINES CORP COMMON STOCK 459200101   44,650,122 333,683 SH   DFND   333,683 0 0
INTUIT INC COMMON STOCK 461202103   19,642,605 42,870 SH   SOLE   42,870 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETP 46137V357   389,214 2,601 SH   SOLE   2,601 0 0
iShares Core MSCI EAFE ETF ETP 46432F842   341,753 5,063 SH   SOLE   5,063 0 0
ISHARES CORE S&P SMALL-CAP ETF ETP 464287804   4,436,219 44,518 SH   SOLE   44,518 0 0
ISHARES 5-10 YEAR INVESTMENT GRADE CORP BOND ETF ETP 464288638   216,288 4,277 SH   SOLE   4,277 0 0
ISHARES RUSSELL 1000 ETF ETP 464287622   5,179,475 21,250 SH   SOLE   21,250 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETP 464287614   741,060 2,693 SH   SOLE   2,693 0 0
ISHARES MBS ETF ETP 464288588   214,323 2,298 SH   SOLE   2,298 0 0
ISHARES MSCI EAFE ETF ETP 464287465   237,873 3,281 SH   SOLE   3,281 0 0
ISHARES S&P 500 VALUE ETF ETP 464287408   609,298 3,780 SH   SOLE   3,780 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETP 464287705   6,757,010 63,073 SH   SOLE   63,073 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104   1,670,759 10,094 SH   SOLE   10,094 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100   2,389,434 16,429 SH   SOLE   16,429 0 0
KROGER CO COMMON STOCK 501044101   58,554,856 1,245,848 SH   DFND   1,245,848 0 0
LABORATORY CORP OF AMERICA HOLDINGS COMMON STOCK 50540R409   303,352 1,257 SH   SOLE   1,257 0 0
LAM RESEARCH CORP COMMON STOCK 512807108   535,502 833 SH   SOLE   833 0 0
LANDS' END INC COMMON STOCK 51509F105   2,095,200 270,000 SH   SOLE   270,000 0 0
LIBERTY MEDIA CORP-LIBERTY BRAVES TRACKING STOCK 531229888   1,148,980 29,000 SH   SOLE   29,000 0 0
ELI LILLY & CO COMMON STOCK 532457108   960,002 2,047 SH   SOLE   2,047 0 0
LINDE PLC COMMON STOCK G54950103   2,480,831 6,510 SH   SOLE   6,510 0 0
LOCKHEED MARTIN CORP COMMON STOCK 539830109   5,789,739 12,576 SH   SOLE   12,576 0 0
LOWE'S COS INC COMMON STOCK 548661107   804,621 3,565 SH   SOLE   3,565 0 0
MARSH & MCLENNAN COS INC COMMON STOCK 571748102   371,646 1,976 SH   SOLE   1,976 0 0
MASTERCARD INC COMMON STOCK 57636Q104   130,120,552 330,843 SH   DFND   330,843 0 0
MCCORMICK & CO INC COMMON STOCK 579780206   239,883 2,750 SH   SOLE   2,750 0 0
MCDONALD'S CORP COMMON STOCK 580135101   11,827,480 39,635 SH   SOLE   39,635 0 0
MEDTRONIC PLC COMMON STOCK G5960L103   50,112,249 568,811 SH   DFND   568,811 0 0
MERCK & CO INC COMMON STOCK 58933Y105   13,806,183 119,648 SH   SOLE   119,648 0 0
META PLATFORMS INC COMMON STOCK 30303M102   856,922 2,986 SH   SOLE   2,986 0 0
METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105   147,883,475 112,747 SH   DFND   112,747 0 0
MICROSOFT CORP COMMON STOCK 594918104   308,101,862 904,745 SH   DFND   904,745 0 0
MISTER CAR WASH INC COMMON STOCK 60646V105   3,495,848 362,264 SH   DFND   362,264 0 0
MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105   252,810 3,466 SH   SOLE   3,466 0 0
MONSTER BEVERAGE CORP COMMON STOCK 61174X109   52,656,396 916,720 SH   DFND   916,720 0 0
MOODY'S CORP COMMON STOCK 615369105   68,850,646 198,006 SH   DFND   198,006 0 0
MORGAN STANLEY COMMON STOCK 617446448   539,130 6,313 SH   SOLE   6,313 0 0
MSCI INC COMMON STOCK 55354G100   248,724 530 SH   SOLE   530 0 0
MURPHY USA INC COMMON STOCK 626755102   30,829,134 99,094 SH   DFND   99,094 0 0
NEW MOUNTAIN FINANCE CORP COMMON STOCK 647551100   336,129 27,020 SH   SOLE   27,020 0 0
NEXTERA ENERGY INC COMMON STOCK 65339F101   622,983 8,396 SH   SOLE   8,396 0 0
NIKE INC COMMON STOCK 654106103   622,928 5,644 SH   SOLE   5,644 0 0
NORFOLK SOUTHERN CORP COMMON STOCK 655844108   749,442 3,305 SH   SOLE   3,305 0 0
NOVARTIS AG ADR 66987V109   238,249 2,361 SH   SOLE   2,361 0 0
NVIDIA CORP COMMON STOCK 67066G104   232,238 549 SH   SOLE   549 0 0
OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105   2,340,005 39,796 SH   SOLE   39,796 0 0
OLD DOMINION FREIGHT LINE INC COMMON STOCK 679580100   8,321,594 22,506 SH   DFND   22,506 0 0
O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107   22,911,915 23,984 SH   DFND   23,984 0 0
PEPSICO INC COMMON STOCK 713448108   97,826,536 528,164 SH   DFND   528,164 0 0
PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105   480,625 3,816 SH   SOLE   3,816 0 0
POOL CORP COMMON STOCK 73278L105   44,158,067 117,868 SH   DFND   117,868 0 0
PPG INDUSTRIES INC COMMON STOCK 693506107   380,390 2,565 SH   SOLE   2,565 0 0
PROCTER AND GAMBLE CO COMMON STOCK 742718109   3,188,361 21,012 SH   SOLE   21,012 0 0
PROGRESSIVE CORP COMMON STOCK 743315103   18,151,104 137,124 SH   DFND   137,124 0 0
QUALCOMM INC COMMON STOCK 747525103   277,958 2,335 SH   SOLE   2,335 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109   3,918,978 37,766 SH   DFND   37,766 0 0
RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101   444,249 4,535 SH   SOLE   4,535 0 0
RELIANCE STEEL & ALUMINUM CO COMMON STOCK 759509102   239,814 883 SH   SOLE   883 0 0
REPUBLIC SERVICES INC COMMON STOCK 760759100   211,735,162 1,382,354 SH   DFND   1,382,354 0 0
ROPER TECHNOLOGIES INC COMMON STOCK 776696106   394,256 820 SH   SOLE   820 0 0
S&P GLOBAL INC COMMON STOCK 78409V104   1,526,188 3,807 SH   SOLE   3,807 0 0
SABINE ROYALTY TRUST ROYALTY TRUST 785688102   597,878 9,067 SH   SOLE   9,067 0 0
SALESFORCE INC COMMON STOCK 79466L302   240,836 1,140 SH   SOLE   1,140 0 0
SELECT SECTOR SPDR INT-FINL ETP 81369Y605   792,185 23,500 SH   SOLE   23,500 0 0
SELECT SECTOR SPDR INT-UTILS ETP 81369Y886   1,406,960 21,500 SH   SOLE   21,500 0 0
SHERWIN WILLIAMS CO COMMON STOCK 824348106   273,591,807 1,030,400 SH   DFND   1,030,400 0 0
SKYLINE CHAMPION CORP COMMON STOCK 830830105   18,816,744 287,498 SH   DFND   287,498 0 0
SPDR S&P 500 ETF TRUST ETP 78462F103   545,234 1,230 SH   SOLE   1,230 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETP 78467Y107   3,722,567 7,773 SH   SOLE   7,773 0 0
STRYKER CORP COMMON STOCK 863667101   981,475 3,217 SH   SOLE   3,217 0 0
TELEDYNE TECHNOLOGIES INC COMMON STOCK 879360105   986,664 2,400 SH   DFND   2,400 0 0
TEXAS INSTRUMENTS INC COMMON STOCK 882508104   7,979,206 44,324 SH   SOLE   44,324 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   75,700,707 145,090 SH   DFND   145,090 0 0
TJX COS INC COMMON STOCK 872540109   3,312,491 39,067 SH   SOLE   39,067 0 0
TORO CO COMMON STOCK 891092108   3,511,093 34,541 SH   DFND   34,541 0 0
TRACTOR SUPPLY CO COMMON STOCK 892356106   13,373,233 60,485 SH   DFND   60,485 0 0
TRIMBLE INC COMMON STOCK 896239100   284,764 5,379 SH   SOLE   5,379 0 0
TRUIST FINANCIAL CORP COMMON STOCK 89832Q109   393,033 12,950 SH   SOLE   12,950 0 0
TRUPANION INC COMMON STOCK 898202106   1,722,827 87,542 SH   SOLE   87,542 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100   208,986 4,841 SH   SOLE   4,841 0 0
UNION PACIFIC CORP COMMON STOCK 907818108   59,918,466 292,828 SH   DFND   292,828 0 0
UNITED PARCEL SERVICE INC COMMON STOCK 911312106   316,197 1,764 SH   SOLE   1,764 0 0
UNITEDHEALTH GROUP INC COMMON STOCK 91324P102   29,123,420 60,593 SH   SOLE   60,593 0 0
US BANCORP COMMON STOCK 902973304   317,316 9,604 SH   SOLE   9,604 0 0
VANGUARD TOTAL STOCK MARKET ETF ETP 922908769   10,113,055 45,910 SH   SOLE   45,910 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETP 921943858   253,205 5,483 SH   SOLE   5,483 0 0
VERISK ANALYTICS INC COMMON STOCK 92345Y106   415,443 1,838 SH   SOLE   1,838 0 0
VISA INC COMMON STOCK 92826C839   13,204,125 55,601 SH   SOLE   55,601 0 0
WALMART INC COMMON STOCK 931142103   330,078 2,100 SH   SOLE   2,100 0 0
WASTE MANAGEMENT INC COMMON STOCK 94106L109   4,545,338 26,210 SH   SOLE   26,210 0 0
WATERS CORP COMMON STOCK 941848103   251,081 942 SH   SOLE   942 0 0
WELLS FARGO CO PERP CONV PFD A PREFERRED STOCK 949746804   842,112 731 SH   SOLE   731 0 0
YUM! BRANDS INC COMMON STOCK 988498101   503,491 3,634 SH   SOLE   3,634 0 0
ZOETIS INC COMMON STOCK 98978V103   12,124,789 70,407 SH   SOLE   70,407 0 0