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
ABBOTT LABS COM 002824100   683,411 6,042 SH   SOLE   6,042 0 0
ABBVIE INC COM 00287y109   550,870 3,100 SH   SOLE   3,100 0 0
ABCELLERA BIOLOGICS INC COM 00288u106   64,460 22,000 SH   SOLE   22,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   290,729,190 1,572,189 SH   SOLE   1,495,704 0 76,060
AGREE RLTY CORP COM 008492100   331,115 4,700 SH   SOLE   4,700 0 0
ALPHABET INC CAP STK CL C 02079k107   2,041,517 10,720 SH   SOLE   10,720 0 0
ALPHABET INC CAP STK CL A 02079k305   31,766,501 167,810 SH   SOLE   162,985 0 4,825
ALTICE USA INC CL A 02156k103   41,693 17,300 SH   SOLE   17,300 0 0
AMAZON COM INC COM 023135106   3,004,327 13,694 SH   SOLE   13,654 0 40
AMERICAN EXPRESS CO COM 025816109   48,053,776 161,912 SH   SOLE   158,107 0 3,805
AMERICAN WTR WKS CO INC NEW COM 030420103   1,244,900 10,000 SH   SOLE   10,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524a108   74,796,669 1,493,842 SH   SOLE   1,475,732 0 18,110
APPLE INC COM 037833100   39,407,677 157,366 SH   SOLE   157,316 0 50
AUTOMATIC DATA PROCESSING IN COM 053015103   661,570 2,260 SH   SOLE   2,260 0 0
AVANTOR INC COM 05352a100   171,632,533 8,145,825 SH   SOLE   7,702,425 0 441,125
BANK AMERICA CORP COM 060505104   2,404,065 54,700 SH   SOLE   54,700 0 0
BECTON DICKINSON & CO COM 075887109   19,430,735 85,647 SH   SOLE   83,747 0 1,900
BERKSHIRE HATHAWAY INC DEL CL A 084670108   680,920 1 SH   SOLE   1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,006,735 2,221 SH   SOLE   2,221 0 0
BLACKSTONE INC COM 09260d107   12,987,537 75,325 SH   SOLE   75,325 0 0
BOSTON SCIENTIFIC CORP COM 101137107   580,580 6,500 SH   SOLE   6,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,601,760 46,000 SH   SOLE   46,000 0 0
BROWN & BROWN INC COM 115236101   96,712,920 947,980 SH   SOLE   899,395 0 48,310
C H ROBINSON WORLDWIDE INC COM NEW 12541w209   207,952,887 2,012,707 SH   SOLE   1,928,197 0 84,010
CABLE ONE INC COM 12685j105   96,417,347 266,258 SH   SOLE   264,040 0 2,123
CANADIAN IMPERIAL BK COMM COM 136069101   252,920 4,000 SH   SOLE   4,000 0 0
CAPITAL ONE FINL CORP COM 14040h105   46,379,427 260,091 SH   SOLE   253,716 0 6,365
CHARTER COMMUNICATIONS INC N CL A 16119p108   3,599,085 10,500 SH   SOLE   10,500 0 0
CHEVRON CORP NEW COM 166764100   1,886,396 13,024 SH   SOLE   13,024 0 0
CISCO SYS INC COM 17275r102   4,599,840 77,700 SH   SOLE   77,700 0 0
COCA COLA CO COM 191216100   1,924,768 30,915 SH   SOLE   30,915 0 0
COMCAST CORP NEW CL A 20030n101   25,471,387 678,694 SH   SOLE   659,519 0 19,175
COMERICA INC COM 200340107   223,588 3,615 SH   SOLE   3,615 0 0
COSTCO WHSL CORP NEW COM 22160k105   3,389,424 3,699 SH   SOLE   3,699 0 0
CREDIT ACCEP CORP MICH COM 225310101   1,877,840 4,000 SH   SOLE   4,000 0 0
DANAHER CORPORATION COM 235851102   321,370 1,400 SH   SOLE   1,400 0 0
DAVITA INC COM 23918k108   1,039,971 6,954 SH   SOLE   6,954 0 0
DEERE & CO COM 244199105   254,220 600 SH   SOLE   600 0 0
DIAGEO PLC SPON ADR NEW 25243q205   24,542,352 193,049 SH   SOLE   187,659 0 5,390
DISNEY WALT CO COM 254687106   26,527,246 238,233 SH   SOLE   232,173 0 6,060
DOLLAR GEN CORP NEW COM 256677105   45,648,290 602,061 SH   SOLE   517,961 0 84,100
DRAFTKINGS INC NEW COM CL A 26142v105   1,444,662 38,835 SH   SOLE   38,835 0 0
DUKE ENERGY CORP NEW COM NEW 26441c204   2,179,539 20,230 SH   SOLE   20,230 0 0
ENERGIZER HLDGS INC NEW COM 29272w109   142,253,682 4,077,205 SH   SOLE   4,036,555 0 39,125
ENERGY TRANSFER L P COM UT LTD PTN 29273v100   1,959,000 100,000 SH   SOLE   100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   6,416,256 204,600 SH   SOLE   204,600 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   82,716,967 4,288,075 SH   SOLE   4,249,550 0 36,825
EVERSOURCE ENERGY COM 30040w108   1,435,750 25,000 SH   SOLE   25,000 0 0
EXXON MOBIL CORP COM 30231g102   5,941,291 55,232 SH   SOLE   55,232 0 0
META PLATFORMS INC CL A 30303m102   9,585,384 16,371 SH   SOLE   16,271 0 100
FAIR ISAAC CORP COM 303250104   298,640 150 SH   SOLE   150 0 0
FEDEX CORP COM 31428x106   96,382,981 342,598 SH   SOLE   307,118 0 35,480
FIDELITY NATL INFORMATION SV COM 31620m106   5,088,510 63,000 SH   SOLE   63,000 0 0
FIRST MERCHANTS CORP COM 320817109   1,384,023 34,696 SH   SOLE   34,696 0 0
FORD MTR CO COM 345370860   356,994 36,060 SH   SOLE   36,060 0 0
FORTIVE CORP COM 34959j108   24,721,500 329,620 SH   SOLE   272,620 0 57,000
GFL ENVIRONMENTAL INC SUB VTG SHS 36168q104   236,890,889 5,318,610 SH   SOLE   5,030,785 0 286,325
GENERAL DYNAMICS CORP COM 369550108   284,833 1,081 SH   SOLE   1,081 0 0
GOLDMAN SACHS GROUP INC COM 38141g104   5,726,200 10,000 SH   SOLE   10,000 0 0
HILLENBRAND INC COM 431571108   115,324,996 3,746,751 SH   SOLE   3,711,351 0 33,900
HOME DEPOT INC COM 437076102   2,688,699 6,912 SH   SOLE   6,912 0 0
ILLINOIS TOOL WKS INC COM 452308109   772,090 3,045 SH   SOLE   3,045 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,583,875 7,205 SH   SOLE   7,205 0 0
INTUIT COM 461202103   217,461 346 SH   SOLE   346 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602   1,295,505 2,482 SH   SOLE   2,482 0 0
IQVIA HLDGS INC COM 46266c105   4,716,240 24,000 SH   SOLE   24,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   14,553 478 SH   SOLE   478 0 0
ISHARES TR CORE S&P500 ETF 464287200   3,564,476 6,055 SH   SOLE   5,270 0 785
ISHARES TR MSCI EMG MKT ETF 464287234   512,295 12,250 SH   SOLE   12,250 0 0
ISHARES TR MSCI EAFE ETF 464287465   476,517 6,302 SH   SOLE   6,302 0 0
ISHARES TR CORE S&P MCP ETF 464287507   693,199 11,125 SH   SOLE   11,125 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   1,625,596 4,048 SH   SOLE   4,048 0 0
ISHARES TR RUS 1000 ETF 464287622   33,182 103 SH   SOLE   103 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   55,413 193 SH   SOLE   193 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   651,832 2,950 SH   SOLE   2,950 0 0
ISHARES TR CORE MSCI EAFE 46432f842   427,724 6,086 SH   SOLE   6,086 0 0
JPMORGAN CHASE & CO. COM 46625h100   425,094 1,773 SH   SOLE   1,773 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641q837   856,290 17,000 SH   SOLE   17,000 0 0
JOHNSON & JOHNSON COM 478160104   17,544,300 121,313 SH   SOLE   118,123 0 3,190
KENVUE INC COM 49177j102   29,155,201 1,365,583 SH   SOLE   1,327,008 0 38,575
KEURIG DR PEPPER INC COM 49271v100   19,031,651 592,517 SH   SOLE   575,942 0 16,575
LKQ CORP COM 501889208   91,678,388 2,494,650 SH   SOLE   2,359,000 0 134,900
LPL FINL HLDGS INC COM 50212v100   284,809,122 872,283 SH   SOLE   835,053 0 36,980
LAMB WESTON HLDGS INC COM 513272104   205,348,808 3,072,704 SH   SOLE   2,930,504 0 141,400
LESLIES INC COM 527064109   51,407,967 23,052,900 SH   SOLE   22,892,800 0 151,100
LIBERTY BROADBAND CORP COM SER C 530307305   448,560 6,000 SH   SOLE   6,000 0 0
ELI LILLY & CO COM 532457108   7,720,000 10,000 SH   SOLE   10,000 0 0
MARSH & MCLENNAN COS INC COM 571748102   366,407 1,725 SH   SOLE   1,725 0 0
MASTERCARD INCORPORATED CL A 57636q104   22,130,340 42,027 SH   SOLE   40,317 0 1,710
MCDONALDS CORP COM 580135101   1,595,555 5,504 SH   SOLE   5,504 0 0
MCKESSON CORP COM 58155q103   3,328,274 5,840 SH   SOLE   5,840 0 0
MERCK & CO INC COM 58933y105   1,801,284 18,107 SH   SOLE   18,107 0 0
MICROSOFT CORP COM 594918104   43,464,237 103,118 SH   SOLE   100,378 0 2,735
MID-AMER APT CMNTYS INC COM 59522j103   32,459,700 210,000 SH   SOLE   210,000 0 0
MIDDLEBY CORP COM 596278101   91,868,963 678,250 SH   SOLE   643,050 0 35,000
MOLSON COORS BEVERAGE CO CL B 60871r209   259,067,886 4,519,677 SH   SOLE   4,305,527 0 213,025
NEOGEN CORP COM 640491106   34,801,325 2,866,666 SH   SOLE   2,835,615 0 29,851
NETFLIX INC COM 64110L106   291,462 327 SH   SOLE   327 0 0
NUCOR CORP COM 670346105   2,334,200 20,000 SH   SOLE   20,000 0 0
NVIDIA CORPORATION COM 67066g104   1,086,406 8,090 SH   SOLE   8,090 0 0
OREILLY AUTOMOTIVE INC COM 67103h107   907,137 765 SH   SOLE   765 0 0
OLD NATL BANCORP IND COM 680033107   810,747 37,353 SH   SOLE   37,353 0 0
ORACLE CORP COM 68389x105   1,036,908 6,222 SH   SOLE   6,222 0 0
OTIS WORLDWIDE CORP COM 68902v107   8,742,856 94,405 SH   SOLE   91,820 0 2,585
PALANTIR TECHNOLOGIES INC CL A 69608a108   363,780 4,810 SH   SOLE   4,810 0 0
PAYCHEX INC COM 704326107   29,081,812 207,401 SH   SOLE   202,526 0 4,875
PEPSICO INC COM 713448108   27,617,745 181,624 SH   SOLE   177,344 0 4,270
PFIZER INC COM 717081103   1,503,933 56,688 SH   SOLE   56,688 0 0
PHILIP MORRIS INTL INC COM 718172109   3,117,065 25,900 SH   SOLE   25,900 0 0
PINNACLE WEST CAP CORP COM 723484101   423,850 5,000 SH   SOLE   5,000 0 0
POST HLDGS INC COM 737446104   373,046,315 3,259,185 SH   SOLE   3,092,360 0 165,925
PROCTER AND GAMBLE CO COM 742718109   20,415,380 121,774 SH   SOLE   118,964 0 2,810
PRUDENTIAL FINL INC COM 744320102   1,481,625 12,500 SH   SOLE   12,500 0 0
PULTE GROUP INC COM 745867101   525,901 4,829 SH   SOLE   4,829 0 0
QUALCOMM INC COM 747525103   391,885 2,551 SH   SOLE   2,551 0 0
RTX CORPORATION COM 75513e101   216,165 1,868 SH   SOLE   1,868 0 0
ROYAL BK CDA COM 780087102   253,794 2,106 SH   SOLE   2,106 0 0
SPDR S&P 500 ETF TR TR UNIT 78462f103   1,961,104 3,346 SH   SOLE   3,346 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463x889   1,348,135 39,500 SH   SOLE   39,500 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468r663   22,250,679 243,363 SH   SOLE   229,153 0 13,630
HENRY SCHEIN INC COM 806407102   120,700,370 1,744,225 SH   SOLE   1,656,200 0 87,500
SCHWAB CHARLES CORP COM 808513105   75,275,200 1,017,095 SH   SOLE   899,195 0 117,900
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   133,067 5,862 SH   SOLE   5,862 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   64,600 2,787 SH   SOLE   2,787 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   57,563 2,208 SH   SOLE   2,208 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   15,685 589 SH   SOLE   589 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   528,003 19,327 SH   SOLE   19,327 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   33,929 1,834 SH   SOLE   1,834 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   15,495 644 SH   SOLE   644 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   8,007 310 SH   SOLE   310 0 0
SERVISFIRST BANCSHARES INC COM 81768t108   10,168,800 120,000 SH   SOLE   120,000 0 0
SOUTHERN CO COM 842587107   2,469,600 30,000 SH   SOLE   30,000 0 0
STRYKER CORPORATION COM 863667101   1,304,101 3,622 SH   SOLE   3,622 0 0
SUN CMNTYS INC COM 866674104   1,967,520 16,000 SH   SOLE   0 0 16,000
SYSCO CORP COM 871829107   162,949,335 2,131,171 SH   SOLE   2,056,741 0 73,905
TARGET CORP COM 87612e106   310,914 2,300 SH   SOLE   2,300 0 0
TESLA INC COM 88160r101   1,241,808 3,075 SH   SOLE   75 0 3,000
TEXAS INSTRS INC COM 882508104   975,052 5,200 SH   SOLE   5,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   351,155 675 SH   SOLE   675 0 0
3M CO COM 88579y101   13,259,322 102,714 SH   SOLE   101,139 0 1,575
US BANCORP DEL COM NEW 902973304   33,610,484 702,707 SH   SOLE   682,982 0 19,725
UNITED PARCEL SERVICE INC CL B 911312106   26,466,650 209,886 SH   SOLE   204,601 0 5,285
US FOODS HLDG CORP COM 912008109   247,323,673 3,666,227 SH   SOLE   3,491,852 0 173,375
UNITED STS 12 MONTH OIL FD L UNIT BEN INT 91288v103   475,250 12,500 SH   SOLE   12,500 0 0
VANGUARD WORLD FD INF TECH ETF 92204a702   402,926 648 SH   SOLE   648 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,292,668 6,111 SH   SOLE   6,111 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   116,185 586 SH   SOLE   586 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   13,955 34 SH   SOLE   34 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   10,158 60 SH   SOLE   60 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   105,781 365 SH   SOLE   365 0 0
VICI PPTYS INC COM 925652109   1,752,600 60,000 SH   SOLE   60,000 0 0
VISA INC COM CL A 92826c839   1,185,782 3,752 SH   SOLE   3,752 0 0
WALMART INC COM 931142103   365,014 4,040 SH   SOLE   4,040 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   49,744,270 4,706,175 SH   SOLE   3,926,175 0 780,000
WASTE MGMT INC DEL COM 94106L109   14,301,738 70,874 SH   SOLE   68,159 0 2,715
WILEY JOHN & SONS INC CL A 968223206   133,266,632 3,048,882 SH   SOLE   3,020,646 0 27,036
ACCENTURE PLC IRELAND SHS CLASS A g1151c101   967,423 2,750 SH   SOLE   2,750 0 0
CLARIVATE PLC ORD SHS g21810109   359,327,861 70,733,831 SH   SOLE   67,469,696 0 3,244,335
ICON PLC SHS g4705a100   20,982,534 100,055 SH   SOLE   82,555 0 17,500
MEDTRONIC PLC SHS G5960L103   21,789,468 272,778 SH   SOLE   265,088 0 7,690
WILLIS TOWERS WATSON PLC LTD SHS g96629103   159,909,020 510,500 SH   SOLE   482,715 0 27,675