| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 19 | 204,354 | TXRH, ODFL, LEN-B, JBHT | 13F-HR | 11/14/2024 | 000137647424000684 |
| Q2 2024 | 19 | 187,645 | TXRH, ODFL, JBHT, KNX | 13F-HR | 8/14/2024 | 000137647424000442 |
| Q1 2024 | 19 | 212,175 | ODFL, TXRH, LULU, JBHT | 13F-HR | 4/26/2024 | 000090901224000046 |
| Q4 2023 | 18 | 195,963 | ODFL, LULU, TXRH, JBHT | 13F-HR | 1/18/2024 | 000090901224000006 |
| Q3 2023 | 18 | 168,894 | ODFL, LULU, TXRH, JBHT | 13F-HR | 10/17/2023 | 000090901223000097 |
| Q2 2023 | 18 | 175,966 | ODFL, TXRH, LULU, JBHT | 13F-HR | 7/14/2023 | 000090901223000068 |
| Q1 2023 | 18 | 161,074 | ODFL, TXRH, LULU, KNX | 13F-HR | 4/18/2023 | 000090901223000042 |
| Q4 2022 | 18 | 141,202 | ODFL, TXRH, LULU, JBHT | 13F-HR | 1/19/2023 | 000090901223000005 |
| Q3 2022 | 18 | 131,207 | ODFL, TXRH, JBHT, LULU | 13F-HR | 10/27/2022 | 000090901222000120 |
| Q2 2022 | 19 | 132,982 | ODFL, JBHT, LULU, TXRH | 13F-HR | 7/19/2022 | 000090901222000078 |
| Q1 2022 | 19 | 162,510 | ODFL, LULU, JBHT, TXRH | 13F-HR | 4/19/2022 | 000090901222000050 |
| Q4 2021 | 19 | 192,816 | ODFL, LULU, JBHT, TXRH | 13F-HR | 1/20/2022 | 000090901222000009 |
| Q3 2021 | 20 | 181,067 | ODFL, LULU, TXRH, JBHT | 13F-HR | 10/21/2021 | 000090901221000130 |
| Q2 2021 | 21 | 178,773 | LULU, ODFL, TXRH, JBHT | 13F-HR | 7/15/2021 | 000090901221000098 |
| Q1 2021 | 20 | 170,185 | ODFL, TXRH, LULU, JBHT | 13F-HR | 4/16/2021 | 000090901221000064 |
| Q4 2020 | 21 | 149,783 | LULU, ODFL, TXRH, JBHT | 13F-HR | 1/21/2021 | 000090901221000003 |
| Q3 2020 | 21 | 150,282 | ODFL, LULU, JBHT, TXRH | 13F-HR | 10/16/2020 | 000090901220000132 |
| Q2 2020 | 25 | 133,250 | ODFL, LULU, JBHT, KNX | 13F-HR | 7/14/2020 | 000090901220000101 |
| Q1 2020 | 25 | 104,322 | ODFL, LULU, JBHT, KNX | 13F-HR | 4/10/2020 | 000090901220000056 |
| Q4 2019 | 24 | 135,918 | ODFL, LULU, JBHT, TXRH | 13F-HR | 1/21/2020 | 000090901220000008 |
| Q3 2019 | 24 | 141,048 | ODFL, JBHT, LULU, KNX | 13F-HR | 10/11/2019 | 000090901219000114 |
| Q2 2019 | 24 | 130,658 | ODFL, LULU, TXRH, JBHT | 13F-HR | 7/10/2019 | 000090901219000084 |
| Q1 2019 | 24 | 135,102 | ODFL, TXRH, JBHT, LULU | 13F-HR | 4/17/2019 | 000090901219000059 |
| Q4 2018 | 24 | 118,523 | ODFL, TXRH, JBHT, RYAAY | 13F-HR | 1/28/2019 | 000090901219000006 |
| Q3 2018 | 25 | 152,076 | ODFL, TXRH, JBHT, RYAAY | 13F-HR | 10/4/2018 | 000090901218000116 |
| Q2 2018 | 25 | 142,756 | ODFL, JBHT, TXRH, RYAAY | 13F-HR | 7/12/2018 | 000090901218000087 |
| Q1 2018 | 25 | 138,905 | ODFL, KNX, RYAAY, JBHT | 13F-HR | 4/12/2018 | 000090901218000053 |
| Q4 2017 | 26 | 139,157 | ODFL, KNX, JBHT, RYAAY | 13F-HR | 1/12/2018 | 000090901218000003 |
| Q3 2017 | 25 | 139,520 | ODFL, JBHT, KNX, RYAAY | 13F-HR | 10/13/2017 | 000090901217000159 |
| Q2 2017 | 26 | 129,245 | ODFL, RYAAY, KNGT, JBHT | 13F-HR | 7/12/2017 | 000090901217000117 |
| Q1 2017 | 26 | 121,291 | ODFL, JBHT, KNGT, PWR | 13F-HR | 4/13/2017 | 000090901217000084 |
| Q4 2016 | 26 | 123,861 | JBHT, ODFL, KNGT, TXRH | 13F-HR | 1/10/2017 | 000090901217000002 |
| Q3 2016 | 27 | 123,842 | JBHT, ODFL, KNGT, RYAAY | 13F-HR | 10/7/2016 | 000090901216000580 |
| Q2 2016 | 26 | 116,989 | JBHT, TXRH, LULU, KNGT | 13F-HR | 7/18/2016 | 000090901216000544 |
| Q1 2016 | 26 | 119,779 | JBHT, RYAAY, ODFL, TXRH | 13F-HR | 4/8/2016 | 000090901216000479 |
| Q4 2015 | 26 | 109,298 | RYAAY, JBHT, ODFL, KNGT | 13F-HR | 1/15/2016 | 000090901216000358 |
| Q3 2015 | 27 | 122,755 | RYAAY, JBHT, ODFL, LOW | 13F-HR | 10/13/2015 | 000090901215000303 |
| Q2 2015 | 26 | 138,127 | RYAAY, JBHT, ODFL, KNGT | 13F-HR | 7/9/2015 | 000090901215000237 |
| Q1 2015 | 26 | 146,735 | RYAAY, JBHT, ODFL, KNGT | 13F-HR | 4/8/2015 | 000090901215000171 |
| Q4 2014 | 26 | 142,366 | RYAAY, ODFL, KNGT, JBHT | 13F-HR | 1/12/2015 | 000090901215000008 |
| Q3 2014 | 26 | 142,531 | ODFL, RYAAY, PWR, JBHT | 13F-HR | 10/8/2014 | 000090901214000360 |
| Q2 2014 | 26 | 138,213 | ODFL, RYAAY, JBHT, PWR | 13F-HR | 7/14/2014 | 000090901214000286 |
| Q1 2014 | 25 | 141,873 | RYAAY, ODFL, PWR, JBHT | 13F-HR | 4/10/2014 | 000090901214000178 |
| Q4 2013 | 26 | 139,399 | ODFL, RYAAY, JBHT, PWR | 13F-HR | 1/13/2014 | 000090901214000009 |