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
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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
ABBVIE INC COM 00287Y109   655,368 4,229 SH   SOLE   0 0 4,229
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   16,591,266 47,281 SH   SOLE   0 0 47,281
ADOBE INC COM 00724F101   16,700,027 27,992 SH   SOLE   0 0 27,992
AFLAC INC COM 001055102   422,895 5,126 SH   SOLE   0 0 5,126
AIR PRODS & CHEMS INC COM 009158106   535,005 1,954 SH   SOLE   0 0 1,954
ALIGNMENT HEALTHCARE INC COM 01625V104   100,461 11,668 SH   SOLE   0 0 11,668
ALLSTATE CORP COM 020002101   868,156 6,202 SH   SOLE   0 0 6,202
ALPHABET INC CAP STK CL A 02079K305   2,343,300 16,775 SH   SOLE   0 0 16,775
ALPHABET INC CAP STK CL C 02079K107   36,104,575 256,188 SH   SOLE   0 0 256,188
ALTRIA GROUP INC COM 02209S103   236,957 5,874 SH   SOLE   0 0 5,874
AMAZON COM INC COM 023135106   1,708,565 11,245 SH   SOLE   0 0 11,245
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   289,595 4,472 SH   SOLE   0 0 4,472
AMGEN INC COM 031162100   2,270,462 7,883 SH   SOLE   0 0 7,883
APPLE INC COM 037833100   22,392,957 116,309 SH   SOLE   0 0 116,309
APPLIED MATLS INC COM 038222105   1,309,201 8,078 SH   SOLE   0 0 8,078
AUTODESK INC COM 052769106   10,255,134 42,119 SH   SOLE   0 0 42,119
AUTOMATIC DATA PROCESSING IN COM 053015103   1,451,170 6,229 SH   SOLE   0 0 6,229
AUTOZONE INC COM 053332102   372,328 144 SH   SOLE   0 0 144
BECTON DICKINSON & CO COM 075887109   226,030 927 SH   SOLE   0 0 927
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,688,785 4,735 SH   SOLE   0 0 4,735
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,798,375 7 SH   SOLE   0 0 7
BLACKROCK INC COM 09247X101   939,253 1,157 SH   SOLE   0 0 1,157
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   6,961,067 33,833 SH   SOLE   0 0 33,833
BROWN FORMAN CORP CL A 115637100   1,187,390 19,926 SH   SOLE   0 0 19,926
BROWN FORMAN CORP CL B 115637209   3,942,184 69,040 SH   SOLE   0 0 69,040
CATERPILLAR INC COM 149123101   247,180 836 SH   SOLE   0 0 836
CBRE GROUP INC CL A 12504L109   13,951,398 149,870 SH   SOLE   0 0 149,870
CENCORA INC COM 03073E105   261,038 1,271 SH   SOLE   0 0 1,271
CHEVRON CORP NEW COM 166764100   934,043 6,262 SH   SOLE   0 0 6,262
CHURCHILL DOWNS INC COM 171484108   20,668,847 153,182 SH   SOLE   0 0 153,182
CINCINNATI FINL CORP COM 172062101   306,759 2,965 SH   SOLE   0 0 2,965
CISCO SYS INC COM 17275R102   570,111 11,285 SH   SOLE   0 0 11,285
COCA COLA CO COM 191216100   856,135 14,528 SH   SOLE   0 0 14,528
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   375,006 4,965 SH   SOLE   0 0 4,965
COLGATE PALMOLIVE CO COM 194162103   507,115 6,362 SH   SOLE   0 0 6,362
COMCAST CORP NEW CL A 20030N101   5,480,814 124,990 SH   SOLE   0 0 124,990
CONSTELLATION BRANDS INC CL A 21036P108   303,880 1,257 SH   SOLE   0 0 1,257
CONSTELLATION ENERGY CORP COM 21037T109   13,139,290 112,407 SH   SOLE   0 0 112,407
COSTCO WHSL CORP NEW COM 22160K105   19,795,847 29,990 SH   SOLE   0 0 29,990
CSX CORP COM 126408103   360,637 10,402 SH   SOLE   0 0 10,402
CUMMINS INC COM 231021106   15,514,289 64,759 SH   SOLE   0 0 64,759
D R HORTON INC COM 23331A109   274,020 1,803 SH   SOLE   0 0 1,803
DEERE & CO COM 244199105   14,386,123 35,977 SH   SOLE   0 0 35,977
DISCOVER FINL SVCS COM 254709108   218,056 1,940 SH   SOLE   0 0 1,940
DISNEY WALT CO COM 254687106   8,856,004 98,084 SH   SOLE   0 0 98,084
DOVER CORP COM 260003108   321,463 2,090 SH   SOLE   0 0 2,090
DUKE ENERGY CORP NEW COM NEW 26441C204   220,184 2,269 SH   SOLE   0 0 2,269
ELEVANCE HEALTH INC COM 036752103   1,026,586 2,177 SH   SOLE   0 0 2,177
ELI LILLY & CO COM 532457108   1,183,911 2,031 SH   SOLE   0 0 2,031
EMERSON ELEC CO COM 291011104   279,045 2,867 SH   SOLE   0 0 2,867
EOG RES INC COM 26875P101   20,410,366 168,750 SH   SOLE   0 0 168,750
EPAM SYS INC COM 29414B104   13,223,304 44,472 SH   SOLE   0 0 44,472
EXXON MOBIL CORP COM 30231G102   2,022,146 20,226 SH   SOLE   0 0 20,226
F N B CORP COM 302520101   277,945 20,185 SH   SOLE   0 0 20,185
FAIR ISAAC CORP COM 303250104   6,251,246 5,370 SH   SOLE   0 0 5,370
FASTENAL CO COM 311900104   446,071 6,887 SH   SOLE   0 0 6,887
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   209,571 1,459 SH   SOLE   0 0 1,459
FIRST SOLAR INC COM 336433107   2,075,974 12,050 SH   SOLE   0 0 12,050
FORTINET INC COM 34959E109   9,119,150 155,803 SH   SOLE   0 0 155,803
GARMIN LTD SHS H2906T109   16,814,774 130,814 SH   SOLE   0 0 130,814
GENERAL DYNAMICS CORP COM 369550108   836,657 3,222 SH   SOLE   0 0 3,222
GENUINE PARTS CO COM 372460105   573,113 4,138 SH   SOLE   0 0 4,138
GRAINGER W W INC COM 384802104   11,948,359 14,418 SH   SOLE   0 0 14,418
HOME DEPOT INC COM 437076102   246,967 713 SH   SOLE   0 0 713
HONEYWELL INTL INC COM 438516106   822,483 3,922 SH   SOLE   0 0 3,922
HOULIHAN LOKEY INC CL A 441593100   20,236,797 168,767 SH   SOLE   0 0 168,767
HUBBELL INC COM 443510607   407,544 1,239 SH   SOLE   0 0 1,239
HUMANA INC COM 444859102   1,977,482 4,319 SH   SOLE   0 0 4,319
ICON PLC SHS G4705A100   13,340,240 47,127 SH   SOLE   0 0 47,127
ILLINOIS TOOL WKS INC COM 452308109   1,375,185 5,250 SH   SOLE   0 0 5,250
INGERSOLL RAND INC COM 45687V106   243,234 3,145 SH   SOLE   0 0 3,145
INTEL CORP COM 458140100   275,018 5,473 SH   SOLE   0 0 5,473
INTUIT COM 461202103   15,654,141 25,045 SH   SOLE   0 0 25,045
INVESCO QQQ TR UNIT SER 1 46090E103   245,712 600 SH   SOLE   0 0 600
ISHARES TR CORE S&P500 ETF 464287200   250,756 525 SH   SOLE   0 0 525
JOHNSON & JOHNSON COM 478160104   14,929,845 95,252 SH   SOLE   0 0 95,252
JPMORGAN CHASE & CO COM 46625H100   13,254,742 77,923 SH   SOLE   0 0 77,923
KEYSIGHT TECHNOLOGIES INC COM 49338L103   10,514,735 66,093 SH   SOLE   0 0 66,093
KIMBERLY-CLARK CORP COM 494368103   273,276 2,249 SH   SOLE   0 0 2,249
KROGER CO COM 501044101   1,037,434 22,696 SH   SOLE   0 0 22,696
LAUDER ESTEE COS INC CL A 518439104   2,543,403 17,391 SH   SOLE   0 0 17,391
LOCKHEED MARTIN CORP COM 539830109   683,486 1,508 SH   SOLE   0 0 1,508
LULULEMON ATHLETICA INC COM 550021109   12,978,074 25,383 SH   SOLE   0 0 25,383
MASTERCARD INCORPORATED CL A 57636Q104   375,329 880 SH   SOLE   0 0 880
MCCORMICK & CO INC COM NON VTG 579780206   232,970 3,405 SH   SOLE   0 0 3,405
MCDONALDS CORP COM 580135101   1,411,684 4,761 SH   SOLE   0 0 4,761
MEDTRONIC PLC SHS G5960L103   232,888 2,827 SH   SOLE   0 0 2,827
MERCADOLIBRE INC COM 58733R102   561,040 357 SH   SOLE   0 0 357
MERCK & CO INC COM 58933Y105   1,321,322 12,120 SH   SOLE   0 0 12,120
META PLATFORMS INC CL A 30303M102   349,712 988 SH   SOLE   0 0 988
MICROSOFT CORP COM 594918104   36,046,822 95,859 SH   SOLE   0 0 95,859
MONDELEZ INTL INC CL A 609207105   505,272 6,976 SH   SOLE   0 0 6,976
MORGAN STANLEY COM NEW 617446448   539,172 5,782 SH   SOLE   0 0 5,782
MORNINGSTAR INC COM 617700109   9,132,830 31,906 SH   SOLE   0 0 31,906
MUELLER INDS INC COM 624756102   16,086,348 341,174 SH   SOLE   0 0 341,174
NETFLIX INC COM 64110L106   291,154 598 SH   SOLE   0 0 598
NEXTERA ENERGY INC COM 65339F101   632,911 10,420 SH   SOLE   0 0 10,420
NVIDIA CORPORATION COM 67066G104   3,725,045 7,522 SH   SOLE   0 0 7,522
ORACLE CORP COM 68389X105   340,855 3,233 SH   SOLE   0 0 3,233
OREILLY AUTOMOTIVE INC COM 67103H107   429,436 452 SH   SOLE   0 0 452
PAYCHEX INC COM 704326107   447,615 3,758 SH   SOLE   0 0 3,758
PAYCOM SOFTWARE INC COM 70432V102   7,181,890 34,742 SH   SOLE   0 0 34,742
PAYPAL HLDGS INC COM 70450Y103   9,234,774 150,379 SH   SOLE   0 0 150,379
PEPSICO INC COM 713448108   503,680 2,966 SH   SOLE   0 0 2,966
PFIZER INC COM 717081103   222,114 7,715 SH   SOLE   0 0 7,715
PHILIP MORRIS INTL INC COM 718172109   320,342 3,405 SH   SOLE   0 0 3,405
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201   259,967 7,126 SH   SOLE   0 0 7,126
PINNACLE FINL PARTNERS INC COM 72346Q104   12,535,216 143,720 SH   SOLE   0 0 143,720
PNC FINL SVCS GROUP INC COM 693475105   1,575,447 10,174 SH   SOLE   0 0 10,174
PPG INDS INC COM 693506107   209,669 1,402 SH   SOLE   0 0 1,402
PRICE T ROWE GROUP INC COM 74144T108   11,731,800 108,940 SH   SOLE   0 0 108,940
PROCTER AND GAMBLE CO COM 742718109   1,294,631 8,835 SH   SOLE   0 0 8,835
QUALCOMM INC COM 747525103   318,186 2,200 SH   SOLE   0 0 2,200
REPUBLIC BANCORP INC KY CL A 760281204   298,085 5,404 SH   SOLE   0 0 5,404
ROCKWELL AUTOMATION INC COM 773903109   277,880 895 SH   SOLE   0 0 895
ROYAL GOLD INC COM 780287108   12,733,092 105,267 SH   SOLE   0 0 105,267
S&P GLOBAL INC COM 78409V104   16,452,233 37,347 SH   SOLE   0 0 37,347
SHELL PLC SPON ADS 780259305   215,298 3,272 SH   SOLE   0 0 3,272
SHOPIFY INC CL A 82509L107   671,888 8,625 SH   SOLE   0 0 8,625
SOUTHERN CO COM 842587107   219,476 3,130 SH   SOLE   0 0 3,130
SPDR GOLD TR GOLD SHS 78463V107   437,397 2,288 SH   SOLE   0 0 2,288
SPDR S&P 500 ETF TR TR UNIT 78462F103   600,929 1,264 SH   SOLE   0 0 1,264
STELLANTIS N.V SHS N82405106   9,419,344 403,917 SH   SOLE   0 0 403,917
STOCK YDS BANCORP INC COM 861025104   3,225,746 62,648 SH   SOLE   0 0 62,648
STRYKER CORPORATION COM 863667101   882,647 2,947 SH   SOLE   0 0 2,947
SYPRIS SOLUTIONS INC COM 871655106   50,750 25,000 SH   SOLE   0 0 25,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   281,437 2,706 SH   SOLE   0 0 2,706
TEXAS INSTRS INC COM 882508104   239,890 1,407 SH   SOLE   0 0 1,407
TJX COS INC NEW COM 872540109   17,090,185 182,179 SH   SOLE   0 0 182,179
TKO GROUP HOLDINGS INC CL A 87256C101   8,706,579 106,724 SH   SOLE   0 0 106,724
TRANE TECHNOLOGIES PLC SHS G8994E103   1,800,097 7,380 SH   SOLE   0 0 7,380
ULTA BEAUTY INC COM 90384S303   361,123 737 SH   SOLE   0 0 737
UNITED PARCEL SERVICE INC CL B 911312106   257,543 1,638 SH   SOLE   0 0 1,638
UNITEDHEALTH GROUP INC COM 91324P102   16,644,707 31,616 SH   SOLE   0 0 31,616
US BANCORP DEL COM NEW 902973304   311,097 7,188 SH   SOLE   0 0 7,188
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   280,126 5,666 SH   SOLE   0 0 5,666
VANGUARD INDEX FDS TOTAL STK MKT 922908769   515,954 2,175 SH   SOLE   0 0 2,175
VANGUARD INDEX FDS VALUE ETF 922908744   200,480 1,341 SH   SOLE   0 0 1,341
VANGUARD INDEX FDS LARGE CAP ETF 922908637   266,143 1,220 SH   SOLE   0 0 1,220
VANGUARD INDEX FDS SM CP VAL ETF 922908611   265,996 1,478 SH   SOLE   0 0 1,478
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   671,339 6,525 SH   SOLE   0 0 6,525
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   222,932 3,971 SH   SOLE   0 0 3,971
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   503,292 6,505 SH   SOLE   0 0 6,505
VERTEX PHARMACEUTICALS INC COM 92532F100   18,296,216 44,966 SH   SOLE   0 0 44,966
VISA INC COM CL A 92826C839   23,426,576 89,981 SH   SOLE   0 0 89,981
WATERS CORP COM 941848103   230,461 700 SH   SOLE   0 0 700
WP CAREY INC COM 92936U109   327,226 5,049 SH   SOLE   0 0 5,049
YUM BRANDS INC COM 988498101   211,302 1,617 SH   SOLE   0 0 1,617