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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 765 5,137 SH   SOLE 0 5,137 0 0
ABBOTT LABS COM 002824100 3,721 31,434 SH   SOLE 0 31,434 0 0
ABBVIE INC COM 00287Y109 3,365 20,755 SH   SOLE 0 20,755 0 0
ACI WORLDWIDE INC COM 004498101 15,655 497,134 SH   SOLE 0 497,134 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 281 617 SH   SOLE 0 617 0 0
ALPHABET INC CAP STK CL A 02079K305 423 152 SH   SOLE 0 152 0 0
ALPHABET INC CAP STK CL C 02079K107 318 114 SH   SOLE 0 114 0 0
AMAZON COM INC COM 023135106 342 105 SH   SOLE 0 105 0 0
AMERICAN EXPRESS CO COM 025816109 374 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,343 8,115 SH   SOLE 0 8,115 0 0
AMETEK INC COM 031100100 66,936 502,599 SH   SOLE 0 502,599 0 0
AMGEN INC COM 031162100 1,339 5,538 SH   SOLE 0 5,538 0 0
AMPHENOL CORP NEW CL A 032095101 64,218 852,264 SH   SOLE 0 852,264 0 0
APPLE INC COM 037833100 4,564 26,136 SH   SOLE 0 26,136 0 0
APPLIED MATLS INC COM 038222105 529 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103 45,377 386,190 SH   SOLE 0 386,190 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 8,452 93,896 SH   SOLE 0 93,896 0 0
ASSURANT INC COM 04621X108 33,235 182,782 SH   SOLE 0 182,782 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,414 15,003 SH   SOLE 0 15,003 0 0
BECTON DICKINSON & CO COM 075887109 1,456 5,473 SH   SOLE 0 5,473 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 909 2,575 SH   SOLE 0 2,575 0 0
BK OF AMERICA CORP COM 060505104 607 14,717 SH   SOLE 0 14,717 0 0
BOEING CO COM 097023105 229 1,195 SH   SOLE 0 1,195 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 754 7,000 SH   SOLE 0 7,000 0 0
CANADIAN NATL RY CO COM 136375102 808 6,025 SH   SOLE 0 6,025 0 0
CAPITAL ONE FINL CORP COM 14040H105 636 4,848 SH   SOLE 0 4,848 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 551 12,023 SH   SOLE 0 12,023 0 0
CATALENT INC COM 148806102 21,994 198,324 SH   SOLE 0 198,324 0 0
CATERPILLAR INC COM 149123101 456 2,048 SH   SOLE 0 2,048 0 0
CHARLES RIV LABS INTL INC COM 159864107 20,907 73,623 SH   SOLE 0 73,623 0 0
CHEVRON CORP NEW COM 166764100 1,134 6,962 SH   SOLE 0 6,962 0 0
CHURCH & DWIGHT CO INC COM 171340102 43,417 436,879 SH   SOLE 0 436,879 0 0
CISCO SYS INC COM 17275R102 354 6,354 SH   SOLE 0 6,354 0 0
COCA COLA CO COM 191216100 831 13,398 SH   SOLE 0 13,398 0 0
COLGATE PALMOLIVE CO COM 194162103 462 6,096 SH   SOLE 0 6,096 0 0
COMMERCE BANCSHARES INC COM 200525103 28,521 398,388 SH   SOLE 0 398,388 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,149 8,942 SH   SOLE 0 8,942 0 0
CSW INDUSTRIALS INC COM 126402106 13,200 112,256 SH   SOLE 0 112,256 0 0
CSX CORP COM 126408103 517 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102 82,370 280,811 SH   SOLE 0 280,811 0 0
DIAMONDBACK ENERGY INC COM 25278X109 263 1,916 SH   SOLE 0 1,916 0 0
DISNEY WALT CO COM 254687106 272 1,980 SH   SOLE 0 1,980 0 0
DONALDSON INC COM 257651109 36,950 711,532 SH   SOLE 0 711,532 0 0
EATON CORP PLC SHS G29183103 559 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100 10,617 60,130 SH   SOLE 0 60,130 0 0
EMERSON ELEC CO COM 291011104 324 3,300 SH   SOLE 0 3,300 0 0
ENBRIDGE INC COM 29250N105 300 6,510 SH   SOLE 0 6,510 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 215 8,332 SH   SOLE 0 8,332 0 0
EXXON MOBIL CORP COM 30231G102 3,370 40,809 SH   SOLE 0 40,809 0 0
FASTENAL CO COM 311900104 30,390 511,615 SH   SOLE 0 511,615 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,728 365,748 SH   SOLE 0 365,748 0 0
FIFTH THIRD BANCORP COM 316773100 839 19,500 SH   SOLE 0 19,500 0 0
FISERV INC COM 337738108 54,141 533,933 SH   SOLE 0 533,933 0 0
FORTIVE CORP COM 34959J108 17,474 286,783 SH   SOLE 0 286,783 0 0
GALLAGHER ARTHUR J & CO COM 363576109 58,949 337,621 SH   SOLE 0 337,621 0 0
GENERAC HLDGS INC COM 368736104 38,223 128,583 SH   SOLE 0 128,583 0 0
GENERAL MLS INC COM 370334104 291 4,302 SH   SOLE 0 4,302 0 0
GRACO INC COM 384109104 38,299 549,326 SH   SOLE 0 549,326 0 0
HENRY SCHEIN INC COM 806407102 466 5,350 SH   SOLE 0 5,350 0 0
HOME DEPOT INC COM 437076102 973 3,249 SH   SOLE 0 3,249 0 0
HONEYWELL INTL INC COM 438516106 624 3,209 SH   SOLE 0 3,209 0 0
IDEX CORP COM 45167R104 55,110 287,437 SH   SOLE 0 287,437 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,397 11,447 SH   SOLE 0 11,447 0 0
INTEL CORP COM 458140100 1,237 24,961 SH   SOLE 0 24,961 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 492 3,782 SH   SOLE 0 3,782 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 624 3,957 SH   SOLE 0 3,957 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 296 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200 515 1,135 SH   SOLE 0 1,135 0 0
JOHNSON & JOHNSON COM 478160104 5,047 28,479 SH   SOLE 0 28,479 0 0
JPMORGAN CHASE & CO COM 46625H100 4,089 29,993 SH   SOLE 0 29,993 0 0
KADANT INC COM 48282T104 651 3,350 SH   SOLE 0 3,350 0 0
LANDSTAR SYS INC COM 515098101 40,043 265,482 SH   SOLE 0 265,482 0 0
M & T BK CORP COM 55261F104 2,198 12,969 SH   SOLE 0 12,969 0 0
MASTERCARD INCORPORATED CL A 57636Q104 288 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101 725 2,931 SH   SOLE 0 2,931 0 0
MERCK & CO INC COM 58933Y105 435 5,300 SH   SOLE 0 5,300 0 0
MICRON TECHNOLOGY INC COM 595112103 1,426 18,312 SH   SOLE 0 18,312 0 0
MICROSOFT CORP COM 594918104 4,321 14,016 SH   SOLE 0 14,016 0 0
MIDDLEBY CORP COM 596278101 1,016 6,195 SH   SOLE 0 6,195 0 0
MSC INDL DIRECT INC CL A 553530106 9,348 109,707 SH   SOLE 0 109,707 0 0
NORDSON CORP COM 655663102 37,644 165,776 SH   SOLE 0 165,776 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,990 85,971 SH   SOLE 0 85,971 0 0
OTIS WORLDWIDE CORP COM 68902V107 336 4,361 SH   SOLE 0 4,361 0 0
PAYCHEX INC COM 704326107 386 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104 24,124 445,010 SH   SOLE 0 445,010 0 0
PEPSICO INC COM 713448108 1,707 10,197 SH   SOLE 0 10,197 0 0
PERFICIENT INC COM 71375U101 39,373 357,648 SH   SOLE 0 357,648 0 0
PFIZER INC COM 717081103 654 12,628 SH   SOLE 0 12,628 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 21,315 231,487 SH   SOLE 0 231,487 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,512 13,621 SH   SOLE 0 13,621 0 0
PRICE T ROWE GROUP INC COM 74144T108 265 1,750 SH   SOLE 0 1,750 0 0
PROCTER AND GAMBLE CO COM 742718109 3,260 21,336 SH   SOLE 0 21,336 0 0
PRUDENTIAL FINL INC COM 744320102 232 1,964 SH   SOLE 0 1,964 0 0
QUEST DIAGNOSTICS INC COM 74834L100 472 3,450 SH   SOLE 0 3,450 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 1,696 151,948 SH   SOLE 0 151,948 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,426 14,398 SH   SOLE 0 14,398 0 0
RBC BEARINGS INC COM 75524B104 1,939 10,000 SH   SOLE 0 10,000 0 0
REGAL REXNORD CORPORATION COM 758750103 30,403 204,347 SH   SOLE 0 204,347 0 0
REXFORD INDL RLTY INC COM 76169C100 208 2,788 SH   SOLE 0 2,788 0 0
ROPER TECHNOLOGIES INC COM 776696106 49,476 104,770 SH   SOLE 0 104,770 0 0
ROSS STORES INC COM 778296103 855 9,450 SH   SOLE 0 9,450 0 0
ROYAL BK CDA COM 780087102 683 6,194 SH   SOLE 0 6,194 0 0
RPM INTL INC COM 749685103 32,781 402,522 SH   SOLE 0 402,522 0 0
S&P GLOBAL INC COM 78409V104 9,563 23,313 SH   SOLE 0 23,313 0 0
SELECTIVE INS GROUP INC COM 816300107 10,265 114,877 SH   SOLE 0 114,877 0 0
SNAP ON INC COM 833034101 1,960 9,538 SH   SOLE 0 9,538 0 0
SOUTHERN CO COM 842587107 201 2,776 SH   SOLE 0 2,776 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 952 2,107 SH   SOLE 0 2,107 0 0
STRYKER CORPORATION COM 863667101 215 806 SH   SOLE 0 806 0 0
TELEFLEX INCORPORATED COM 879369106 28,447 80,170 SH   SOLE 0 80,170 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,181 42,633 SH   SOLE 0 42,633 0 0
TRAVELERS COMPANIES INC COM 89417E109 344 1,885 SH   SOLE 0 1,885 0 0
TRUIST FINL CORP COM 89832Q109 501 8,842 SH   SOLE 0 8,842 0 0
UNION PAC CORP COM 907818108 745 2,728 SH   SOLE 0 2,728 0 0
US BANCORP DEL COM NEW 902973304 5,931 111,590 SH   SOLE 0 111,590 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20,479 262,891 SH   SOLE 0 262,891 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 682 8,329 SH   SOLE 0 8,329 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 656 8,242 SH   SOLE 0 8,242 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3,919 79,343 SH   SOLE 0 79,343 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 386 930 SH   SOLE 0 930 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,351 5,936 SH   SOLE 0 5,936 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 632 7,345 SH   SOLE 0 7,345 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14,341 183,648 SH   SOLE 0 183,648 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5,144 86,806 SH   SOLE 0 86,806 0 0
VERISK ANALYTICS INC COM 92345Y106 47,429 220,981 SH   SOLE 0 220,981 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 562 11,027 SH   SOLE 0 11,027 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,261 1,090,082 SH   SOLE 0 1,090,082 0 0
VISA INC COM CL A 92826C839 1,048 4,725 SH   SOLE 0 4,725 0 0
VONTIER CORPORATION COM 928881101 17,142 675,148 SH   SOLE 0 675,148 0 0
WABTEC COM 929740108 11,514 119,730 SH   SOLE 0 119,730 0 0
WALMART INC COM 931142103 1,310 8,796 SH   SOLE 0 8,796 0 0
WATERS CORP COM 941848103 3,969 12,788 SH   SOLE 0 12,788 0 0
WELLS FARGO CO NEW COM 949746101 1,860 38,388 SH   SOLE 0 38,388 0 0
WESTERN ALLIANCE BANCORP COM 957638109 26,021 314,187 SH   SOLE 0 314,187 0 0
WESTERN UN CO COM 959802109 187 10,000 SH   SOLE 0 10,000 0 0
XYLEM INC COM 98419M100 31,868 373,769 SH   SOLE 0 373,769 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 28,065 67,840 SH   SOLE 0 67,840 0 0
ZIFF DAVIS INC COM 48123V102 17,437 180,176 SH   SOLE 0 180,176 0 0