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
3M CO COM 88579y101   14,139,516 133,304 SH   SOLE   128,814 0 4,490
ABBOTT LABS COM 002824100   686,734 6,042 SH   SOLE   6,042 0 0
ABBVIE INC COM 00287y109   610,035 3,350 SH   SOLE   3,350 0 0
ACCENTURE PLC IRELAND SHS CLASS A g1151c101   1,580,542 4,560 SH   SOLE   4,560 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   314,418,052 1,877,459 SH   SOLE   1,775,059 0 102,400
AGREE RLTY CORP COM 008492100   268,464 4,700 SH   SOLE   4,700 0 0
ALPHABET INC CAP STK CL A 02079k305   25,173,917 166,792 SH   SOLE   160,892 0 5,900
ALPHABET INC CAP STK CL C 02079k107   1,595,076 10,476 SH   SOLE   10,476 0 0
ALTICE USA INC CL A 02156k103   89,181,980 34,169,341 SH   SOLE   31,999,416 0 2,169,925
AMAZON COM INC COM 023135106   2,235,630 12,394 SH   SOLE   12,314 0 80
AMERICAN EXPRESS CO COM 025816109   52,254,710 229,498 SH   SOLE   222,978 0 6,520
AMERICAN WTR WKS CO INC NEW COM 030420103   1,222,100 10,000 SH   SOLE   10,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108   68,844,855 1,132,689 SH   SOLE   1,117,729 0 14,960
APPLE INC COM 037833100   27,058,469 157,794 SH   SOLE   157,694 0 100
AUTOMATIC DATA PROCESSING IN COM 053015103   726,743 2,910 SH   SOLE   2,910 0 0
AVANTOR INC COM 05352a100   149,625,923 5,851,620 SH   SOLE   5,407,745 0 443,875
BANK AMERICA CORP COM 060505104   2,074,224 54,700 SH   SOLE   54,700 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   634,440 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,129,517 2,686 SH   SOLE   2,686 0 0
BLACKSTONE INC COM 09260d107   9,895,445 75,325 SH   SOLE   75,325 0 0
BOSTON SCIENTIFIC CORP COM 101137107   445,185 6,500 SH   SOLE   6,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,223,430 41,000 SH   SOLE   41,000 0 0
BROWN & BROWN INC COM 115236101   229,076,861 2,616,825 SH   SOLE   2,477,225 0 139,600
C H ROBINSON WORLDWIDE INC COM NEW 12541w209   164,209,630 2,156,679 SH   SOLE   2,050,034 0 106,645
CABLE ONE INC COM 12685j105   95,405,237 225,475 SH   SOLE   223,705 0 1,770
CANADIAN IMPERIAL BK COMM TO COM 136069101   202,880 4,000 SH   SOLE   4,000 0 0
CAPITAL ONE FINL CORP COM 14040h105   41,958,919 281,811 SH   SOLE   273,386 0 8,425
CHARTER COMMUNICATIONS INC N CL A 16119p108   3,051,615 10,500 SH   SOLE   10,500 0 0
CHEVRON CORP NEW COM 166764100   2,080,591 13,190 SH   SOLE   13,190 0 0
CISCO SYS INC COM 17275r102   4,070,161 81,550 SH   SOLE   81,550 0 0
CLARIVATE PLC ORD SHS g21810109   423,944,016 57,058,414 SH   SOLE   53,958,064 0 3,100,350
COCA COLA CO COM 191216100   1,915,852 31,315 SH   SOLE   31,315 0 0
COMCAST CORP NEW CL A 20030n101   24,224,932 558,822 SH   SOLE   539,797 0 19,025
COSTCO WHSL CORP NEW COM 22160k105   3,203,171 4,372 SH   SOLE   4,372 0 0
CREDIT ACCEP CORP MICH COM 225310101   2,206,200 4,000 SH   SOLE   4,000 0 0
DANAHER CORPORATION COM 235851102   349,608 1,400 SH   SOLE   1,400 0 0
DAVITA INC COM 23918k108   960,000 6,954 SH   SOLE   6,954 0 0
DEERE & CO COM 244199105   246,444 600 SH   SOLE   600 0 0
DIAGEO PLC SPON ADR NEW 25243q205   16,418,712 110,385 SH   SOLE   107,095 0 3,290
DISNEY WALT CO COM 254687106   27,977,697 228,651 SH   SOLE   222,291 0 6,360
DOLLAR GEN CORP NEW COM 256677105   70,234,922 450,050 SH   SOLE   386,845 0 63,205
DRAFTKINGS INC NEW COM CL A 26142v105   1,763,497 38,835 SH   SOLE   38,835 0 0
DTE ENERGY CO COM 233331107   600,627 5,356 SH   SOLE   5,356 0 0
DUKE ENERGY CORP NEW COM NEW 26441c204   1,954,509 20,210 SH   SOLE   20,210 0 0
ELI LILLY & CO COM 532457108   7,837,947 10,075 SH   SOLE   10,075 0 0
ENERGIZER HLDGS INC NEW COM 29272w109   123,448,573 4,193,226 SH   SOLE   4,160,426 0 32,800
ENERGY TRANSFER L P COM UT LTD PTN 29273v100   1,633,403 103,840 SH   SOLE   103,840 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   6,028,588 206,600 SH   SOLE   206,600 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   74,832,779 3,500,130 SH   SOLE   3,472,555 0 27,575
EVERSOURCE ENERGY COM 30040w108   1,494,250 25,000 SH   SOLE   25,000 0 0
EXXON MOBIL CORP COM 30231g102   6,444,462 55,441 SH   SOLE   55,441 0 0
FAIR ISAAC CORP COM 303250104   624,805 500 SH   SOLE   500 0 0
FEDEX CORP COM 31428x106   117,088,631 404,116 SH   SOLE   345,696 0 58,420
FIDELITY NATL INFORMATION SV COM 31620m106   4,450,800 60,000 SH   SOLE   60,000 0 0
FIRST MERCHANTS CORP COM 320817109   1,210,890 34,696 SH   SOLE   34,696 0 0
FORD MTR CO DEL COM 345370860   500,125 37,660 SH   SOLE   37,660 0 0
FRANKLIN RESOURCES INC COM 354613101   29,381,038 1,045,217 SH   SOLE   1,010,292 0 34,925
GENERAL DYNAMICS CORP COM 369550108   305,372 1,081 SH   SOLE   1,081 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168q104   212,450,310 6,157,980 SH   SOLE   5,791,730 0 366,250
GOLDMAN SACHS GROUP INC COM 38141g104   4,176,900 10,000 SH   SOLE   10,000 0 0
HENRY SCHEIN INC COM 806407102   100,170,483 1,326,410 SH   SOLE   1,248,085 0 78,325
HILLENBRAND INC COM 431571108   190,474,875 3,787,530 SH   SOLE   3,757,430 0 30,100
HOME DEPOT INC COM 437076102   2,699,393 7,037 SH   SOLE   7,037 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,085,395 4,045 SH   SOLE   4,045 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,556,570 8,151 SH   SOLE   8,151 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   30,040,607 349,350 SH   SOLE   274,350 0 75,000
INTUIT COM 461202103   224,900 346 SH   SOLE   346 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602   990,541 2,482 SH   SOLE   2,482 0 0
IQVIA HLDGS INC COM 46266c105   3,540,460 14,000 SH   SOLE   14,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   11,507 478 SH   SOLE   478 0 0
ISHARES TR CORE MSCI EAFE 46432f842   439,976 5,928 SH   SOLE   5,928 0 0
ISHARES TR MSCI EAFE ETF 464287465   503,301 6,302 SH   SOLE   6,302 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   503,230 12,250 SH   SOLE   12,250 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,486,728 4,411 SH   SOLE   4,411 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   620,385 2,950 SH   SOLE   2,950 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   52,137 193 SH   SOLE   193 0 0
ISHARES TR RUS MD CP GR ETF 464287481   66,994 587 SH   SOLE   587 0 0
ISHARES TR CORE S&P500 ETF 464287200   3,500,023 6,657 SH   SOLE   6,657 0 0
ISHARES TR CORE S&P MCP ETF 464287507   675,733 11,125 SH   SOLE   11,125 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641q837   857,650 17,000 SH   SOLE   17,000 0 0
JOHNSON & JOHNSON COM 478160104   18,780,676 118,722 SH   SOLE   114,967 0 3,755
JPMORGAN CHASE & CO COM 46625h100   393,790 1,966 SH   SOLE   1,966 0 0
KENVUE INC COM 49177j102   17,101,924 796,921 SH   SOLE   769,696 0 27,225
KEURIG DR PEPPER INC COM 49271v100   17,704,012 577,242 SH   SOLE   558,517 0 18,725
LAMB WESTON HLDGS INC COM 513272104   30,769,508 288,834 SH   SOLE   279,859 0 8,975
LESLIES INC COM 527064109   118,304,719 18,200,726 SH   SOLE   18,071,083 0 129,643
LIBERTY BROADBAND CORP COM SER C 530307305   343,380 6,000 SH   SOLE   6,000 0 0
LPL FINL HLDGS INC COM 50212v100   352,277,147 1,333,373 SH   SOLE   1,283,008 0 50,365
MARSH & MCLENNAN COS INC COM 571748102   355,316 1,725 SH   SOLE   1,725 0 0
MASTERCARD INCORPORATED CL A 57636q104   19,795,631 41,106 SH   SOLE   39,001 0 2,105
MCCORMICK & CO INC COM NON VTG 579780206   8,442,296 109,911 SH   SOLE   105,336 0 4,575
MCDONALDS CORP COM 580135101   1,667,894 5,916 SH   SOLE   5,916 0 0
MCKESSON CORP COM 58155q103   3,135,204 5,840 SH   SOLE   5,840 0 0
MEDTRONIC PLC SHS G5960L103   17,545,432 201,325 SH   SOLE   194,325 0 7,000
MERCK & CO INC COM 58933y105   1,442,132 10,929 SH   SOLE   10,929 0 0
META PLATFORMS INC CL A 30303m102   7,866,396 16,200 SH   SOLE   16,100 0 100
MICROSOFT CORP COM 594918104   46,400,794 110,288 SH   SOLE   107,153 0 3,135
MID-AMER APT CMNTYS INC COM 59522j103   27,631,800 210,000 SH   SOLE   210,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871r209   316,036,595 4,699,429 SH   SOLE   4,432,079 0 267,350
NUCOR CORP COM 670346105   3,958,000 20,000 SH   SOLE   20,000 0 0
NVIDIA CORPORATION COM 67066g104   739,112 818 SH   SOLE   818 0 0
OLD NATL BANCORP IND COM 680033107   650,316 37,353 SH   SOLE   37,353 0 0
ONEOK INC NEW COM 682680103   219,185 2,734 SH   SOLE   2,734 0 0
ORACLE CORP COM 68389x105   771,622 6,143 SH   SOLE   6,143 0 0
OREILLY AUTOMOTIVE INC COM 67103h107   863,593 765 SH   SOLE   765 0 0
PAYCHEX INC COM 704326107   24,650,734 200,739 SH   SOLE   194,939 0 5,800
PEPSICO INC COM 713448108   31,255,788 178,595 SH   SOLE   173,740 0 4,855
PFIZER INC COM 717081103   1,383,599 49,859 SH   SOLE   49,859 0 0
PHILIP MORRIS INTL INC COM 718172109   2,372,958 25,900 SH   SOLE   25,900 0 0
PINNACLE WEST CAP CORP COM 723484101   411,015 5,500 SH   SOLE   5,500 0 0
POST HLDGS INC COM 737446104   378,280,810 3,559,285 SH   SOLE   3,352,900 0 206,385
PROCTER AND GAMBLE CO COM 742718109   19,328,603 119,129 SH   SOLE   115,604 0 3,525
PRUDENTIAL FINL INC COM 744320102   1,467,500 12,500 SH   SOLE   12,500 0 0
PULTE GROUP INC COM 745867101   582,500 4,829 SH   SOLE   4,829 0 0
QUALCOMM INC COM 747525103   507,900 3,000 SH   SOLE   3,000 0 0
ROYAL BK CDA COM 780087102   212,453 2,106 SH   SOLE   2,106 0 0
RTX CORPORATION COM 75513e101   222,759 2,284 SH   SOLE   2,284 0 0
SCHWAB CHARLES CORP COM 808513105   75,714,820 1,046,652 SH   SOLE   891,927 0 154,725
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   14,872 589 SH   SOLE   589 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   35,313 905 SH   SOLE   905 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   15,234 316 SH   SOLE   316 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   517,291 6,416 SH   SOLE   6,416 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   52,776 850 SH   SOLE   850 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   55,921 736 SH   SOLE   736 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   119,292 1,954 SH   SOLE   1,954 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   8,085 155 SH   SOLE   155 0 0
SEALED AIR CORP NEW COM 81211k100   316,200 8,500 SH   SOLE   8,500 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369y803   208,169 1,000 SH   SOLE   1,000 0 0
SERVISFIRST BANCSHARES INC COM 81768t108   7,963,200 120,000 SH   SOLE   120,000 0 0
SOUTHERN CO COM 842587107   2,888,380 40,262 SH   SOLE   40,262 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463x889   1,415,680 39,500 SH   SOLE   39,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103   2,334,010 4,462 SH   SOLE   4,462 0 0
STERICYCLE INC COM 858912108   286,441,837 5,430,177 SH   SOLE   5,129,177 0 301,000
STRYKER CORPORATION COM 863667101   1,349,886 3,772 SH   SOLE   3,772 0 0
SUN CMNTYS INC COM 866674104   2,057,280 16,000 SH   SOLE   0 0 16,000
SYSCO CORP COM 871829107   190,327,610 2,344,513 SH   SOLE   2,241,828 0 102,685
TARGET CORP COM 87612e106   433,456 2,446 SH   SOLE   2,446 0 0
TESLA INC COM 88160r101   540,554 3,075 SH   SOLE   75 0 3,000
TEXAS INSTRS INC COM 882508104   907,808 5,211 SH   SOLE   5,211 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   416,146 716 SH   SOLE   716 0 0
UNITED PARCEL SERVICE INC CL B 911312106   21,386,443 143,890 SH   SOLE   139,205 0 4,685
UNITED STS 12 MONTH OIL FD L UNIT BEN INT 91288v103   498,250 12,500 SH   SOLE   12,500 0 0
US BANCORP DEL COM NEW 902973304   32,511,275 727,322 SH   SOLE   703,647 0 23,675
US FOODS HLDG CORP COM 912008109   353,972,553 6,558,691 SH   SOLE   6,131,863 0 426,828
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,033,217 6,310 SH   SOLE   6,310 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   112,491 586 SH   SOLE   586 0 0
VANGUARD WORLD FD INF TECH ETF 92204a702   430,483 821 SH   SOLE   821 0 0
VICI PPTYS INC COM 925652109   1,787,400 60,000 SH   SOLE   60,000 0 0
VISA INC COM CL A 92826c839   1,086,738 3,894 SH   SOLE   3,894 0 0
WALMART INC COM 931142103   288,518 4,795 SH   SOLE   4,795 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   30,683,977 3,514,774 SH   SOLE   2,764,774 0 750,000
WASTE MGMT INC DEL COM 94106L109   14,243,600 66,824 SH   SOLE   63,444 0 3,380
WILEY JOHN & SONS INC CL A 968223206   156,575,431 4,106,358 SH   SOLE   4,076,633 0 29,725
WILLIS TOWERS WATSON PLC LTD SHS g96629103   190,915,624 694,238 SH   SOLE   657,318 0 36,920