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Nexterra Energy 4.95% 06/01/35 50687 50687 Xcel Energy Inc 54794 54794 Bank of America 5.15% 03/28/25 100056 100056 Wells Fargo Bank 5.0% 05/14/26 80357 80357 Washington Saving 5.2% 05/18/26 89478 89478 Bank of America 5.05% 06/22/26 65402 65402 Wells Fargo Bank 4.25% 03/05/27 100667 100667 American Express 4.25% 03/06/28 101274 101274 Morgan Stanley 4.7% 05/08/28 66544 66544 Morgan SDtanley 4.25% 03/05/29 101767 101767 Advanced Drain Sys. 5793 5793 Advanced Energy Inds 1256 1256 Agco Corp 5529 5529 Align Technology 2342 2342 Allison Transmission Holdings 4308 4308 Amdocs Ltd 4831 4831 Amerisafe 3380 3380 Avery Dennison 4911 4911 Axcelis Technologies 5704 5704 Cabot Corp 3314 3314 Commerce Bancshares 4135 4135 Commercial Metals 5814 5814 Comstock Res. 3662 3662 Core & Main Inc 4937 4937 Core Laboratories 2629 2629 Crane Nxt 2918 2918 Crocs Inc 3677 3677 Donnelley Fincl Solutions 2335 2335 First Horizon Corp 6023 6023 Frontdoor Inc 5077 5077 FTI Consulting Inc 4442 4442 Gartner Inc 5046 5046 Hackett Group 3160 3160 Haemonetics Corp Mass 5130 5130 Halozyme Therapeutics 7268 7268 Henry Jack & Assoc. 2190 2190 Hudson Technologies 4137 4137 Ingevity Corp 6687 6687 Jazz Pharmaceuticals 7140 7140 Kinsale Cap Group 3129 3129 Lantheus Hldgs 2729 2729 Lovesac co. 1844 1844 Magnolia Oil & Gas Corp 2671 2671 MGP Ingredients 2722 2722 NAPCO Sec Technologies 5421 5421 Nordson Corp 4809 4809 NVE Corp 4094 4094 Omniab Inc 3132 3132 Option Care Health Inc 3696 3696 OTC Mkts Group Inc 2462 2462 Ovintiv Inc 2978 2978 Papa Johns Intl Inc 4003 4003 RLI Corp 3839 3839 Robert Half 1901 1901 Schein Henry Inc. 2419 2419 Snap On Inc 4824 4824 Sprouts Farmers Mkt 2549 2549 Stride Inc 2402 2402 Tetra Tech Inc 4058 4058 Vail Resorts 3851 3851 Valvoline Inc 3981 3981 Wesco Intl Inc 6116 6116 WEX Inc 4171 4171 Zebra Technologies 3157 3157 1st Source Group 5062 5062 Academy Sports & Outdoor 4197 4197 Amalgamated Finl Corp 3908 3908 Amerisafe Inc 4110 4110 Apogee Enterprises Inc 3568 3568 Artisan Partners Asset 3667 3667 Atkore Inc 3226 3226 Avient Corp 2749 2749 Axcelis Technologies 4579 4579 Biolife Solutions 3990 3990 BOK Finl Corp 2251 2251 Cabot Corp 1524 1524 Capital City Bk Group 4683 4683 Climb Global Solutions 2261 2261 Columbus McKinnon Corp 1863 1863 Comstock Res Inc 4288 4288 Core & Main Inc 4210 4210 CRA Intl Inc 4616 4616 Crane Nxt Co 3295 3295 Docgo Inc 716 716 Donnelley Finl Solutions 4202 4202 Embecta Corp 2020 2020 Employers Holdings 3583 3583 Energy Recovery Inc 1902 1902 Frontdoor Inc 4269 4269 Global Ship Lease Inc 6973 6973 Green Brick Partners 1692 1692 Hackett Group Inc 2650 2650 Haemonetics Corp Mass 6091 6091 Hyster Yale Inc 2317 2317 Independent Bk Corp Mass 4458 4458 Ingevity Corp 4734 4734 Innovative Solutions 4356 4356 Insteel Inds Inc 4655 4655 Interface Inc 4579 4579 Iradimed Corp 6226 6226 Janus Intl Group 3852 3852 Korn Ferry 4027 4027 Lantheus Hldgs Inc 2995 2995 Ligand Pharmaceuticals 5294 5294 Limbach Holdings 4048 4048 Lovesac Co 3894 3894 MGP Ingredients Inc 2333 2333 Miller Inds Inc Tenn 3027 3027 Mimedx Group Inc 4035 4035 Minerals Technologies 3474 3474 Mueller Inds Inc 5970 5970 Napco Sec Technolgies 4712 4712 Northern Oil & Gas 1632 1632 NVE Corp 3322 3322 Oceaneering Intl Inc 2763 2763 Omniab Inc 1188 1188 Option Care Health Inc 3441 3441 OTC Mkts Group Inc 1026 1026 Papa Johns Intl 3541 3541 Payoneer Global Inc 2063 2063 Phototronics Inc 3840 3840 Plexus Corp 3822 3822 Reynolds Consumer Prods 3553 3553 RLI Corp 3327 3327 Sprouts Farmers Mkt 4143 4143 Tetra Tech Inc 3455 3455 Universal Technical Inst 2900 2900 Utah Med Prods Inc 672 672 1st Source Corp 4249 4249 Abbvie Inc 76087 76087 Accenture PLC Ireland 40245 40245 Allison Transmission Hldgs 57174 57174 Alphabet Inc 123948 123948 Apple Inc 83733 83733 Applied Materials 84807 84807 Autozone Inc 61047 61047 Bank New York Mellon 93569 93569 Berkley W R Corp 65352 65352 Booz Allen Hamilton Hldg 50616 50616 Broadcom Inc 104176 104176 C H Robinson Worldwide 112532 112532 CBOE Global Mkts Inc. 69778 69778 Cencora Inc 96934 96934 Colgate Palmolive Co 58633 58633 Coterra Energy Inc 54509 54509 Dexcom Inc 66370 66370 Emerson Elec Co. 62378 62378 Fifth Third Bancorp 56359 56359 Gartner Inc 64584 64584 Grainger WW 63570 63570 HCA Healthcare Inc 89170 89170 Hershey Co 80071 80071 Intel Corp 53321 53321 Johnson & Johnson 103475 103475 Kinsale Cap Group 44197 44197 LKQ Corp 53514 53514 Lockheed Martin Corp 71099 71099 Lowes Cos Inc 54502 54502 McDonalds Corp 68461 68461 Microsoft 91404 91404 Paccar Inc 30334 30334 Paypal Hldgs 51608 51608 PNC Finl Services 62828 62828 Procter & Gamble 73088 73088 Rockwell Automation 85984 85984 SLB Limited 59873 59873 Sysco Corp 65731 65731 Trane Technologies PLC 74726 74726 United Parcel Service 66358 66358 Visa Inc 81014 81014 Zebra Technolgies 50021 50021 Zoetis Inc 56619 56619 483972 483972 28949 28949 Healthpeak Pptys Inc REIT 3891 3891 Rexford Indl Rlty Inc REIT 4917 4917 Alexander & Baldwin Inc REIT 4479 4479 Apple Hospitality REIT 3164 3164 Public Storage REIT 60204 60204 Axley Brynelson Legal and tax prep 7089 7089 Investment fees 47723 47723 Basis adjustments on securities 326110 2024 federal liability 14610 2025 federal estimate 17000 2024 interest 111 Foreign taxes 2