# EDGAR Filing Document

**Accession Number:** 0001542266
**File Stem:** 0001398344-26-002843
**Filing Date:** 2026-2
**Character Count:** 27543
**Document Hash:** 36b8c61ab73b8b4f489f21f33c7c3d95
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-002843.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0001398344-26-002843

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Granite Investment Partners, LLC
- **CENTRAL INDEX KEY:** 0001542266

**ORGANIZATION NAME:**
- **EIN:** 270225271
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14862
- **FILM NUMBER:** 26624397

**BUSINESS ADDRESS:**
- **STREET 1:** 2321 ROSECRANS AVENUE, SUITE 4200
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245
- **BUSINESS PHONE:** 310-933-4292

**MAIL ADDRESS:**
- **STREET 1:** 2321 ROSECRANS AVENUE, SUITE 4200
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Granite Investment Partners LLC<br>**Address:** 2321 ROSECRANS AVENUE SUITE 4200<br>EL SEGUNDO, CA 90245

**Form 13F File Number:** 028-14862

**CRD Number (if applicable):** 000150632

**SEC File Number (if applicable):** 801-70383

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert Foran<br>**Title:** Principal CCO<br>**Phone:** 310-933-3199

**Signature, Place, and Date of Signing:**

/s/ Robert Foran  Los Angeles, CA  02-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 244

**Form 13F Information Table Value Total:** $1687189893

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 1ST SOURCE CORP | COM | 336901103 |  | 336946 | 5392 | SH |  | SOLE |  | 3169 | 0 | 2223 |
| 3M CO | COM | 88579Y101 |  | 424425 | 2651 | SH |  | SOLE |  | 2651 | 0 | 0 |
| AAON INC | COM PAR $0.004 | 000360206 |  | 11412948 | 149678 | SH |  | SOLE |  | 148708 | 0 | 970 |
| ABBOTT LABS | COM | 002824100 |  | 6782449 | 54134 | SH |  | SOLE |  | 54134 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 10717552 | 46906 | SH |  | SOLE |  | 46906 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 4516971 | 12906 | SH |  | SOLE |  | 11423 | 0 | 1483 |
| AEROVIRONMENT INC | COM | 008073108 |  | 288091 | 1191 | SH |  | SOLE |  | 847 | 0 | 344 |
| AGILYSYS INC | COM | 00847J105 |  | 16992575 | 142987 | SH |  | SOLE |  | 141396 | 0 | 1591 |
| ALBANY INTL CORP | CL A | 012348108 |  | 3195672 | 63031 | SH |  | SOLE |  | 62995 | 0 | 36 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 52889107 | 168544 | SH |  | SOLE |  | 147940 | 0 | 20604 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 10504906 | 33562 | SH |  | SOLE |  | 33562 | 0 | 0 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 |  | 24009018 | 1141113 | SH |  | SOLE |  | 1133047 | 0 | 8066 |
| AMAZON COM INC | COM | 023135106 |  | 40983938 | 177558 | SH |  | SOLE |  | 158977 | 0 | 18581 |
| AMBARELLA INC | SHS | G037AX101 |  | 1967156 | 27769 | SH |  | SOLE |  | 27769 | 0 | 0 |
| AMENTUM HOLDINGS INC | COM | 023939101 |  | 384192 | 13248 | SH |  | SOLE |  | 13248 | 0 | 0 |
| AMERISAFE INC | COM | 03071H100 |  | 4875036 | 126921 | SH |  | SOLE |  | 126921 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1777293 | 5430 | SH |  | SOLE |  | 5430 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 5918126 | 21822 | SH |  | SOLE |  | 17264 | 0 | 4558 |
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 |  | 8216601 | 327094 | SH |  | SOLE |  | 326917 | 0 | 177 |
| API GROUP CORP | COM STK | 00187Y100 |  | 447833 | 11705 | SH |  | SOLE |  | 6738 | 0 | 4967 |
| APPLE INC | COM | 037833100 |  | 54095518 | 198983 | SH |  | SOLE |  | 187440 | 0 | 11543 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 402872 | 1569 | SH |  | SOLE |  | 899 | 0 | 670 |
| ARHAUS INC | COM CL A | 04035M102 |  | 4525410 | 403694 | SH |  | SOLE |  | 403694 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 238213 | 1818 | SH |  | SOLE |  | 1818 | 0 | 0 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 |  | 9599420 | 686163 | SH |  | SOLE |  | 685795 | 0 | 368 |
| ATS CORPORATION | COM | 00217Y104 |  | 5614745 | 203876 | SH |  | SOLE |  | 203876 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 6757020 | 22827 | SH |  | SOLE |  | 18029 | 0 | 4798 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 9800720 | 38101 | SH |  | SOLE |  | 38101 | 0 | 0 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 15505040 | 84894 | SH |  | SOLE |  | 84024 | 0 | 870 |
| AZZ INC | COM | 002474104 |  | 4042294 | 37715 | SH |  | SOLE |  | 37715 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 336875 | 6125 | SH |  | SOLE |  | 6125 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 2317196 | 11940 | SH |  | SOLE |  | 11940 | 0 | 0 |
| BELDEN INC | COM | 077454106 |  | 9010247 | 77308 | SH |  | SOLE |  | 77266 | 0 | 42 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5864920 | 11668 | SH |  | SOLE |  | 11668 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 6163758 | 104808 | SH |  | SOLE |  | 92347 | 0 | 12461 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 |  | 234766 | 5740 | SH |  | SOLE |  | 4335 | 0 | 1405 |
| BLACKLINE INC | COM | 09239B109 |  | 4443326 | 80364 | SH |  | SOLE |  | 80364 | 0 | 0 |
| BLACKROCK CORPOR HI YLD FD I | COM | 09255P107 |  | 499495 | 56123 | SH |  | SOLE |  | 56123 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 8045746 | 7517 | SH |  | SOLE |  | 7517 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 9802317 | 45147 | SH |  | SOLE |  | 35702 | 0 | 9445 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 5670465 | 59470 | SH |  | SOLE |  | 47229 | 0 | 12241 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 1216588 | 16523 | SH |  | SOLE |  | 16523 | 0 | 0 |
| CASELLA WASTE SYS INC | CL A | 147448104 |  | 16906501 | 172621 | SH |  | SOLE |  | 170615 | 0 | 2006 |
| CATERPILLAR INC | COM | 149123101 |  | 3974572 | 6938 | SH |  | SOLE |  | 6938 | 0 | 0 |
| CBIZ INC | COM | 124805102 |  | 15284786 | 302969 | SH |  | SOLE |  | 300515 | 0 | 2454 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 |  | 5403098 | 679635 | SH |  | SOLE |  | 679635 | 0 | 0 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 |  | 9608241 | 532903 | SH |  | SOLE |  | 527798 | 0 | 5105 |
| CHAMPION HOMES INC | COM | 830830105 |  | 12417782 | 146956 | SH |  | SOLE |  | 145342 | 0 | 1614 |
| CHEFS WHSE INC | COM | 163086101 |  | 8280977 | 132857 | SH |  | SOLE |  | 132784 | 0 | 73 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2878568 | 18887 | SH |  | SOLE |  | 18887 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 900466 | 2885 | SH |  | SOLE |  | 2885 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1884154 | 24460 | SH |  | SOLE |  | 24460 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 4473661 | 38338 | SH |  | SOLE |  | 38338 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 6855218 | 284213 | SH |  | SOLE |  | 280542 | 0 | 3671 |
| COCA COLA CO | COM | 191216100 |  | 439804 | 6291 | SH |  | SOLE |  | 6291 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 938837 | 11881 | SH |  | SOLE |  | 11881 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 |  | 265203 | 5103 | SH |  | SOLE |  | 2910 | 0 | 2193 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 15421226 | 17883 | SH |  | SOLE |  | 17883 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 10871482 | 23192 | SH |  | SOLE |  | 18543 | 0 | 4649 |
| CROWN CASTLE INC | COM | 22822V101 |  | 639864 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 326579 | 2579 | SH |  | SOLE |  | 1477 | 0 | 1102 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 |  | 11398553 | 704049 | SH |  | SOLE |  | 703675 | 0 | 374 |
| DANAHER CORPORATION | COM | 235851102 |  | 6296216 | 27504 | SH |  | SOLE |  | 27504 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 17443511 | 37467 | SH |  | SOLE |  | 34302 | 0 | 3165 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 1364820 | 19666 | SH |  | SOLE |  | 19666 | 0 | 0 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 |  | 9907138 | 205884 | SH |  | SOLE |  | 202903 | 0 | 2981 |
| DISNEY WALT CO | COM | 254687106 |  | 3557360 | 31268 | SH |  | SOLE |  | 31268 | 0 | 0 |
| DONALDSON INC | COM | 257651109 |  | 969940 | 10940 | SH |  | SOLE |  | 10940 | 0 | 0 |
| DORMAN PRODS INC | COM | 258278100 |  | 2317450 | 18812 | SH |  | SOLE |  | 18812 | 0 | 0 |
| DUTCH BROS INC | CL A | 26701L100 |  | 7553446 | 123382 | SH |  | SOLE |  | 108220 | 0 | 15162 |
| E L F BEAUTY INC | COM | 26856L103 |  | 5060462 | 66550 | SH |  | SOLE |  | 66516 | 0 | 34 |
| EATON CORP PLC | SHS | G29183103 |  | 28806681 | 90442 | SH |  | SOLE |  | 81456 | 0 | 8986 |
| ECOLAB INC | COM | 278865100 |  | 8656860 | 32976 | SH |  | SOLE |  | 32976 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 29449456 | 27403 | SH |  | SOLE |  | 24604 | 0 | 2799 |
| EMERSON ELEC CO | COM | 291011104 |  | 1035216 | 7800 | SH |  | SOLE |  | 7800 | 0 | 0 |
| ESAB CORPORATION | COM | 29605J106 |  | 9267733 | 82955 | SH |  | SOLE |  | 81900 | 0 | 1055 |
| ESCO TECHNOLOGIES INC | COM | 296315104 |  | 2485361 | 12720 | SH |  | SOLE |  | 12720 | 0 | 0 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 |  | 11040956 | 151495 | SH |  | SOLE |  | 151410 | 0 | 85 |
| EVERCORE INC | CLASS A | 29977A105 |  | 9733192 | 28606 | SH |  | SOLE |  | 28157 | 0 | 449 |
| EVERUS CONSTR GROUP | COM | 300426103 |  | 8009100 | 93608 | SH |  | SOLE |  | 93557 | 0 | 51 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 |  | 83013 | 11594 | SH |  | SOLE |  | 11594 | 0 | 0 |
| EXPONENT INC | COM | 30214U102 |  | 14324111 | 206221 | SH |  | SOLE |  | 204527 | 0 | 1694 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1636022 | 13595 | SH |  | SOLE |  | 13595 | 0 | 0 |
| F N B CORP | COM | 302520101 |  | 15633162 | 914220 | SH |  | SOLE |  | 913727 | 0 | 493 |
| FIRST HAWAIIAN INC | COM | 32051X108 |  | 10526900 | 416083 | SH |  | SOLE |  | 415862 | 0 | 221 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 |  | 5786020 | 167226 | SH |  | SOLE |  | 167226 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 5083310 | 71145 | SH |  | SOLE |  | 71145 | 0 | 0 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 |  | 11446353 | 71818 | SH |  | SOLE |  | 71779 | 0 | 39 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 4518647 | 74210 | SH |  | SOLE |  | 74210 | 0 | 0 |
| FLUOR CORP NEW | COM | 343412102 |  | 2812383 | 70966 | SH |  | SOLE |  | 70966 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 357155 | 7032 | SH |  | SOLE |  | 7032 | 0 | 0 |
| FRESHPET INC | COM | 358039105 |  | 13585562 | 222970 | SH |  | SOLE |  | 221047 | 0 | 1923 |
| GE AEROSPACE | COM NEW | 369604301 |  | 38347271 | 124492 | SH |  | SOLE |  | 111201 | 0 | 13291 |
| GE VERNOVA INC | COM | 36828A101 |  | 38022088 | 58176 | SH |  | SOLE |  | 54835 | 0 | 3341 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 5071917 | 135143 | SH |  | SOLE |  | 135143 | 0 | 0 |
| GLAUKOS CORP | COM | 377322102 |  | 13475018 | 119343 | SH |  | SOLE |  | 118185 | 0 | 1158 |
| GROCERY OUTLET HLDG CORP | COM | 39874R101 |  | 3426950 | 339302 | SH |  | SOLE |  | 339118 | 0 | 184 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 16158446 | 158199 | SH |  | SOLE |  | 156664 | 0 | 1535 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 1971890 | 29300 | SH |  | SOLE |  | 29300 | 0 | 0 |
| HAWKINS INC | COM | 420261109 |  | 11076134 | 77968 | SH |  | SOLE |  | 77926 | 0 | 42 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 12295125 | 795801 | SH |  | SOLE |  | 795511 | 0 | 290 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 |  | 4639081 | 86728 | SH |  | SOLE |  | 86728 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 8016842 | 23298 | SH |  | SOLE |  | 22493 | 0 | 805 |
| HONEYWELL INTL INC | COM | 438516106 |  | 768850 | 3941 | SH |  | SOLE |  | 3941 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 21291966 | 47943 | SH |  | SOLE |  | 43446 | 0 | 4497 |
| ICU MED INC | COM | 44930G107 |  | 10319036 | 72328 | SH |  | SOLE |  | 72289 | 0 | 39 |
| IDEXX LABS INC | COM | 45168D104 |  | 2555930 | 3778 | SH |  | SOLE |  | 3778 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 467970 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| IMPINJ INC | COM | 453204109 |  | 8793247 | 50533 | SH |  | SOLE |  | 50506 | 0 | 27 |
| INTEL CORP | COM | 458140100 |  | 212692 | 5764 | SH |  | SOLE |  | 5764 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1785554 | 6028 | SH |  | SOLE |  | 6028 | 0 | 0 |
| INTERPARFUMS INC | COM | 458334109 |  | 2624725 | 30941 | SH |  | SOLE |  | 30638 | 0 | 303 |
| INTUIT | COM | 461202103 |  | 9654109 | 14574 | SH |  | SOLE |  | 13141 | 0 | 1433 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 378328 | 668 | SH |  | SOLE |  | 668 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 |  | 380203 | 4806 | SH |  | SOLE |  | 2842 | 0 | 1964 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 |  | 29042 | 10638 | SH |  | SOLE |  | 10638 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 5605 | 51 | SH |  | SOLE |  | 51 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 9366 | 85 | SH |  | SOLE |  | 85 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 91229 | 950 | SH |  | SOLE |  | 950 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 300630 | 4555 | SH |  | SOLE |  | 4555 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 6100 | 29 | SH |  | SOLE |  | 29 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 5794139 | 12242 | SH |  | SOLE |  | 12242 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 130173 | 403 | SH |  | SOLE |  | 403 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 939 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 758937 | 6315 | SH |  | SOLE |  | 6315 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 54586 | 480 | SH |  | SOLE |  | 480 | 0 | 0 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 176367 | 2209 | SH |  | SOLE |  | 2209 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 25171 | 476 | SH |  | SOLE |  | 476 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1827 | 59 | SH |  | SOLE |  | 59 | 0 | 0 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 5112289 | 36688 | SH |  | SOLE |  | 36688 | 0 | 0 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 56772 | 360 | SH |  | SOLE |  | 360 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 4893205 | 36941 | SH |  | SOLE |  | 36941 | 0 | 0 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 |  | 262650 | 1545 | SH |  | SOLE |  | 897 | 0 | 648 |
| JBT MAREL CORPORATION | COM | 477839104 |  | 3258691 | 21628 | SH |  | SOLE |  | 21628 | 0 | 0 |
| JFROG LTD | ORD SHS | M6191J100 |  | 4686311 | 75029 | SH |  | SOLE |  | 75029 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 9495901 | 45885 | SH |  | SOLE |  | 45885 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 444813 | 1322 | SH |  | SOLE |  | 755 | 0 | 567 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 20782546 | 64498 | SH |  | SOLE |  | 60354 | 0 | 4144 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 7288628 | 35871 | SH |  | SOLE |  | 28222 | 0 | 7649 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 5657876 | 74534 | SH |  | SOLE |  | 74491 | 0 | 43 |
| KRYSTAL BIOTECH INC | COM | 501147102 |  | 6350870 | 25760 | SH |  | SOLE |  | 25746 | 0 | 14 |
| KURA SUSHI USA INC | CL A COM | 501270102 |  | 5719669 | 109300 | SH |  | SOLE |  | 109243 | 0 | 57 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 |  | 10952069 | 57926 | SH |  | SOLE |  | 57895 | 0 | 31 |
| LIMBACH HLDGS INC | COM | 53263P105 |  | 7138611 | 91697 | SH |  | SOLE |  | 91647 | 0 | 50 |
| LINDE PLC | SHS | G54950103 |  | 5212618 | 12225 | SH |  | SOLE |  | 12225 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 3481697 | 13766 | SH |  | SOLE |  | 13766 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 449813 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| LOUISIANA PAC CORP | COM | 546347105 |  | 5554511 | 68778 | SH |  | SOLE |  | 67767 | 0 | 1011 |
| LOWES COS INC | COM | 548661107 |  | 1446960 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| MAMAS CREATIONS INC | COM | 56146T103 |  | 206330 | 15295 | SH |  | SOLE |  | 15295 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1809630 | 5833 | SH |  | SOLE |  | 5833 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 772401 | 1353 | SH |  | SOLE |  | 1353 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1730171 | 5661 | SH |  | SOLE |  | 5661 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 693663 | 6590 | SH |  | SOLE |  | 6590 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 18468658 | 27979 | SH |  | SOLE |  | 22065 | 0 | 5914 |
| METHANEX CORP | COM | 59151K108 |  | 12482010 | 314250 | SH |  | SOLE |  | 314073 | 0 | 177 |
| MICROSOFT CORP | COM | 594918104 |  | 71288490 | 147406 | SH |  | SOLE |  | 138300 | 0 | 9106 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 1566830 | 29107 | SH |  | SOLE |  | 29107 | 0 | 0 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 |  | 11712738 | 280881 | SH |  | SOLE |  | 280730 | 0 | 151 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 |  | 9321381 | 361014 | SH |  | SOLE |  | 356512 | 0 | 4502 |
| NETFLIX INC | COM | 64110L106 |  | 1278886 | 13640 | SH |  | SOLE |  | 13640 | 0 | 0 |
| NEW YORK TIMES CO | CL A | 650111107 |  | 457825 | 6595 | SH |  | SOLE |  | 3818 | 0 | 2777 |
| NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 |  | 36922 | 17582 | SH |  | SOLE |  | 17582 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 256896 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2153908 | 33808 | SH |  | SOLE |  | 33808 | 0 | 0 |
| NLIGHT INC | COM | 65487K100 |  | 7007431 | 186815 | SH |  | SOLE |  | 186715 | 0 | 100 |
| NOVANTA INC | COM | 67000B104 |  | 13493466 | 113400 | SH |  | SOLE |  | 113354 | 0 | 46 |
| NUCOR CORP | COM | 670346105 |  | 311703 | 1911 | SH |  | SOLE |  | 1911 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 5334968 | 52319 | SH |  | SOLE |  | 43069 | 0 | 9250 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 43411792 | 232771 | SH |  | SOLE |  | 200627 | 0 | 32144 |
| OCEANEERING INTL INC | COM | 675232102 |  | 5728271 | 238380 | SH |  | SOLE |  | 238245 | 0 | 135 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 11321744 | 72205 | SH |  | SOLE |  | 66722 | 0 | 5483 |
| ONTO INNOVATION INC | COM | 683344105 |  | 11403649 | 72239 | SH |  | SOLE |  | 71425 | 0 | 814 |
| ORACLE CORP | COM | 68389X105 |  | 4518014 | 23180 | SH |  | SOLE |  | 23180 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 12955143 | 118301 | SH |  | SOLE |  | 103701 | 0 | 14600 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 740484 | 4020 | SH |  | SOLE |  | 4020 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 |  | 11662340 | 188711 | SH |  | SOLE |  | 186901 | 0 | 1810 |
| PAYCHEX INC | COM | 704326107 |  | 652551 | 5817 | SH |  | SOLE |  | 5817 | 0 | 0 |
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 |  | 9208675 | 291506 | SH |  | SOLE |  | 291350 | 0 | 156 |
| PEPSICO INC | COM | 713448108 |  | 6308996 | 43959 | SH |  | SOLE |  | 43959 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1026400 | 6399 | SH |  | SOLE |  | 6399 | 0 | 0 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 5084554 | 142945 | SH |  | SOLE |  | 142865 | 0 | 80 |
| POTLATCHDELTIC CORPORATION | COM | 737630103 |  | 2172903 | 54623 | SH |  | SOLE |  | 54623 | 0 | 0 |
| POWELL INDS INC | COM | 739128106 |  | 11007155 | 34529 | SH |  | SOLE |  | 34510 | 0 | 19 |
| POWER INTEGRATIONS INC | COM | 739276103 |  | 12617802 | 355031 | SH |  | SOLE |  | 352476 | 0 | 2555 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 |  | 8356814 | 265633 | SH |  | SOLE |  | 265480 | 0 | 153 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 298961 | 4110 | SH |  | SOLE |  | 2414 | 0 | 1696 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1722156 | 12017 | SH |  | SOLE |  | 12017 | 0 | 0 |
| RALLIANT CORP | COM | 750940108 |  | 345272 | 6782 | SH |  | SOLE |  | 6782 | 0 | 0 |
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 |  | 150084 | 27742 | SH |  | SOLE |  | 27742 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 9147882 | 65193 | SH |  | SOLE |  | 62036 | 0 | 3157 |
| REPLIGEN CORP | COM | 759916109 |  | 481748 | 2940 | SH |  | SOLE |  | 2003 | 0 | 937 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 25459574 | 65437 | SH |  | SOLE |  | 57533 | 0 | 7904 |
| RTX CORPORATION | COM | 75513E101 |  | 2322578 | 12664 | SH |  | SOLE |  | 12664 | 0 | 0 |
| RUSH ENTERPRISES INC | CL A | 781846209 |  | 3456691 | 64084 | SH |  | SOLE |  | 64049 | 0 | 35 |
| S GLOBAL INC | COM | 78409V104 |  | 23304378 | 44594 | SH |  | SOLE |  | 40284 | 0 | 4310 |
| SAIA INC | COM | 78709Y105 |  | 6398159 | 19595 | SH |  | SOLE |  | 19230 | 0 | 365 |
| SALESFORCE INC | COM | 79466L302 |  | 1312629 | 4955 | SH |  | SOLE |  | 4955 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1279847 | 12810 | SH |  | SOLE |  | 12810 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 4847120 | 184793 | SH |  | SOLE |  | 184793 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 346573 | 12169 | SH |  | SOLE |  | 12169 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 779617 | 32430 | SH |  | SOLE |  | 32430 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 88339 | 3780 | SH |  | SOLE |  | 3780 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 2721267 | 17764 | SH |  | SOLE |  | 16054 | 0 | 1710 |
| SHELL PLC | SPON ADS | 780259305 |  | 320226 | 4358 | SH |  | SOLE |  | 4358 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 12607035 | 38907 | SH |  | SOLE |  | 36193 | 0 | 2714 |
| SILICON LABORATORIES INC | COM | 826919102 |  | 2894874 | 22149 | SH |  | SOLE |  | 22149 | 0 | 0 |
| SIMPSON MFG INC | COM | 829073105 |  | 2507145 | 15527 | SH |  | SOLE |  | 15527 | 0 | 0 |
| SPX TECHNOLOGIES INC | COM | 78473E103 |  | 265480 | 1327 | SH |  | SOLE |  | 759 | 0 | 568 |
| STANDARDAERO INC | COM | 85423L103 |  | 259783 | 9058 | SH |  | SOLE |  | 9058 | 0 | 0 |
| STRATA CRITICAL MEDICAL INC | CL A COM | 092667104 |  | 49399 | 10270 | SH |  | SOLE |  | 10270 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 19679508 | 55992 | SH |  | SOLE |  | 50309 | 0 | 5683 |
| SYSCO CORP | COM | 871829107 |  | 442140 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| TALKSPACE INC | COM | 87427V103 |  | 51887 | 14294 | SH |  | SOLE |  | 14294 | 0 | 0 |
| TERRENO RLTY CORP | COM | 88146M101 |  | 8432752 | 143634 | SH |  | SOLE |  | 143565 | 0 | 69 |
| TESLA INC | COM | 88160R101 |  | 370569 | 824 | SH |  | SOLE |  | 824 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 6373371 | 10999 | SH |  | SOLE |  | 10999 | 0 | 0 |
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 |  | 3108118 | 266334 | SH |  | SOLE |  | 266190 | 0 | 144 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 12754982 | 108627 | SH |  | SOLE |  | 107538 | 0 | 1089 |
| TRINITY INDS INC | COM | 896522109 |  | 10656298 | 403037 | SH |  | SOLE |  | 398841 | 0 | 4196 |
| UNION PAC CORP | COM | 907818108 |  | 1341425 | 5799 | SH |  | SOLE |  | 5799 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 1418437 | 12685 | SH |  | SOLE |  | 12685 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 3039653 | 9208 | SH |  | SOLE |  | 9208 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 |  | 436040 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 248637 | 823 | SH |  | SOLE |  | 823 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1577103 | 29336 | SH |  | SOLE |  | 29336 | 0 | 0 |
| VERACYTE INC | COM | 92337F107 |  | 14778700 | 351038 | SH |  | SOLE |  | 350892 | 0 | 146 |
| VERALTO CORP | COM SHS | 92338C103 |  | 770701 | 7724 | SH |  | SOLE |  | 7724 | 0 | 0 |
| VERICEL CORP | COM | 92346J108 |  | 2599202 | 72180 | SH |  | SOLE |  | 72180 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1373701 | 33727 | SH |  | SOLE |  | 33727 | 0 | 0 |
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 |  | 1834505 | 81861 | SH |  | SOLE |  | 81861 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 25676531 | 73213 | SH |  | SOLE |  | 64236 | 0 | 8977 |
| VISTEON CORP | COM NEW | 92839U206 |  | 2743730 | 28851 | SH |  | SOLE |  | 28835 | 0 | 16 |
| VITAL FARMS INC | COM | 92847W103 |  | 2329480 | 72933 | SH |  | SOLE |  | 72933 | 0 | 0 |
| VSE CORP | COM | 918284100 |  | 10469516 | 60598 | SH |  | SOLE |  | 59860 | 0 | 738 |
| WALMART INC | COM | 931142103 |  | 445751 | 4001 | SH |  | SOLE |  | 4001 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2850708 | 30587 | SH |  | SOLE |  | 30587 | 0 | 0 |
| WESCO INTL INC | COM | 95082P105 |  | 8043763 | 32880 | SH |  | SOLE |  | 32522 | 0 | 358 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 |  | 1533359 | 64726 | SH |  | SOLE |  | 64726 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 258762 | 1085 | SH |  | SOLE |  | 636 | 0 | 449 |
| WINTRUST FINL CORP | COM | 97650W108 |  | 22788982 | 162988 | SH |  | SOLE |  | 161449 | 0 | 1539 |
| WW GRAINGER INC | COM | 384802104 |  | 3550847 | 3519 | SH |  | SOLE |  | 3519 | 0 | 0 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 |  | 15121006 | 743047 | SH |  | SOLE |  | 742647 | 0 | 400 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 |  | 2052441 | 44148 | SH |  | SOLE |  | 44148 | 0 | 0 |

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