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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM 88579Y101   1,189,045 11,210 SH   SOLE   11,210 0 0
ABBOTT LABS COM 002824100   2,298,887 20,226 SH   SOLE   20,226 0 0
ABBVIE INC COM 00287Y109   4,733,325 25,993 SH   SOLE   25,993 0 0
ADOBE INC COM 00724F101   1,909,406 3,784 SH   SOLE   3,634 0 150
ADVANCED MICRO DEVICES INC COM 007903107   1,720,070 9,530 SH   SOLE   9,530 0 0
AIRBNB INC COM CL A 009066101   429,721 2,605 SH   SOLE   2,605 0 0
ALCOA CORP COM 013872106   327,763 9,700 SH   SOLE   9,700 0 0
ALLIANT ENERGY CORP COM 018802108   298,570 5,924 SH   SOLE   5,924 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,653,229 20,370 SH   SOLE   19,190 0 1,180
ALPHABET INC CAP STK CL A 02079K305   11,091,242 73,486 SH   SOLE   68,896 0 4,590
ALPHABET INC CAP STK CL C 02079K107   1,290,404 8,475 SH   SOLE   8,475 0 0
AMAZON COM INC COM 023135106   4,964,779 27,524 SH   SOLE   26,974 0 550
AMERICAN EXPRESS CO COM 025816109   626,148 2,750 SH   SOLE   2,750 0 0
AMETEK INC COM 031100100   8,427,849 46,079 SH   SOLE   39,509 0 6,570
AMPHENOL CORP NEW CL A 032095101   2,483,601 21,531 SH   SOLE   20,651 0 880
APPLE INC COM 037833100   26,533,564 154,733 SH   SOLE   146,431 0 8,302
ARISTA NETWORKS INC COM 040413106   9,477,706 32,684 SH   SOLE   29,474 0 3,210
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,006,239 6,189 SH   SOLE   6,147 0 42
ASTRAZENECA PLC SPONSORED ADR 046353108   945,113 13,950 SH   SOLE   13,576 0 374
AT&T INC COM 00206R102   224,400 12,750 SH   SOLE   12,750 0 0
ATKORE INC COM 047649108   262,316 1,378 SH   SOLE   1,378 0 0
BADGER METER INC COM 056525108   1,068,917 6,606 SH   SOLE   6,606 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   5,650,936 477,275 SH   SOLE   464,485 0 12,790
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,206,444 21,893 SH   SOLE   21,893 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   531,454 9,800 SH   SOLE   9,800 0 0
BROADCOM INC COM 11135F101   2,133,910 1,610 SH   SOLE   1,610 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   272,464 1,330 SH   SOLE   1,330 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   10,731,378 34,475 SH   SOLE   30,845 0 3,630
CANADIAN NAT RES LTD COM 136385101   6,579,547 86,210 SH   SOLE   73,654 0 12,556
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,017,129 11,536 SH   SOLE   11,168 0 368
CATERPILLAR INC COM 149123101   863,676 2,357 SH   SOLE   2,357 0 0
CHEVRON CORP NEW COM 166764100   2,361,526 14,971 SH   SOLE   14,971 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,246,400 11,949 SH   SOLE   11,949 0 0
CINCINNATI FINL CORP COM 172062101   285,591 2,300 SH   SOLE   2,300 0 0
CINTAS CORP COM 172908105   641,686 934 SH   SOLE   934 0 0
CNH INDL N V SHS N20944109   139,346 10,752 SH   SOLE   10,752 0 0
COCA COLA CO COM 191216100   763,649 12,482 SH   SOLE   12,482 0 0
CONOCOPHILLIPS COM 20825C104   600,762 4,720 SH   SOLE   4,720 0 0
COPA HOLDINGS SA CL A P31076105   725,579 6,966 SH   SOLE   6,656 0 310
CORTEVA INC COM 22052L104   327,335 5,676 SH   SOLE   5,676 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   683,200 2,572 SH   SOLE   2,458 0 114
DEERE & CO COM 244199105   230,014 560 SH   SOLE   560 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,172,298 46,285 SH   SOLE   41,395 0 4,890
DISNEY WALT CO COM 254687106   496,415 4,057 SH   SOLE   4,057 0 0
DOMINION ENERGY INC COM 25746U109   928,904 18,884 SH   SOLE   18,884 0 0
DOW INC COM 260557103   438,067 7,562 SH   SOLE   7,562 0 0
DR REDDYS LABS LTD ADR 256135203   539,123 7,350 SH   SOLE   7,280 0 70
DUKE ENERGY CORP NEW COM NEW 26441C204   346,319 3,581 SH   SOLE   3,581 0 0
DUPONT DE NEMOURS INC COM 26614N102   579,779 7,562 SH   SOLE   7,562 0 0
EATON CORP PLC SHS G29183103   7,592,183 24,281 SH   SOLE   21,737 0 2,544
ELI LILLY & CO COM 532457108   3,663,414 4,709 SH   SOLE   4,709 0 0
EQT CORP COM 26884L109   1,143,610 30,850 SH   SOLE   30,850 0 0
EXELON CORP COM 30161N101   319,345 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102   6,634,630 57,077 SH   SOLE   57,077 0 0
FASTENAL CO COM 311900104   3,691,766 47,858 SH   SOLE   47,858 0 0
FERRARI N V COM N3167Y103   8,074,917 18,523 SH   SOLE   16,139 0 2,384
FIDELITY NATL INFORMATION SV COM 31620M106   461,845 6,226 SH   SOLE   6,226 0 0
FISERV INC COM 337738108   7,305,212 45,709 SH   SOLE   45,179 0 530
FLEX LTD ORD Y2573F102   7,511,985 262,565 SH   SOLE   229,391 0 33,174
FORD MTR CO DEL COM 345370860   478,080 36,000 SH   SOLE   36,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,011,870 21,520 SH   SOLE   21,520 0 0
GENERAL MLS INC COM 370334104   769,670 11,000 SH   SOLE   11,000 0 0
GLOBANT S A COM L44385109   496,674 2,460 SH   SOLE   2,362 0 98
GRAINGER W W INC COM 384802104   15,132,338 14,875 SH   SOLE   13,685 0 1,190
HAEMONETICS CORP MASS COM 405024100   211,156 2,474 SH   SOLE   2,474 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   6,905,131 123,372 SH   SOLE   108,538 0 14,834
HOME DEPOT INC COM 437076102   1,793,258 4,675 SH   SOLE   4,675 0 0
HONEYWELL INTL INC COM 438516106   2,019,250 9,838 SH   SOLE   9,838 0 0
HUBBELL INC COM 443510607   4,424,848 10,661 SH   SOLE   8,611 0 2,050
ICON PLC SHS G4705A100   1,011,881 3,012 SH   SOLE   2,896 0 116
IDEXX LABS INC COM 45168D104   289,402 536 SH   SOLE   536 0 0
ING GROEP N.V. SPONSORED ADR 456837103   830,519 50,365 SH   SOLE   48,489 0 1,876
INTEL CORP COM 458140100   958,489 21,700 SH   SOLE   21,700 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   2,693,273 25,490 SH   SOLE   24,354 0 1,136
INTERNATIONAL BUSINESS MACHS COM 459200101   1,322,589 6,926 SH   SOLE   6,926 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   206,376 2,400 SH   SOLE   2,400 0 0
INTUIT COM 461202103   283,400 436 SH   SOLE   436 0 0
ISHARES TR CORE S&P500 ETF 464287200   391,669 745 SH   SOLE   745 0 0
ISHARES TR S&P MC 400GR ETF 464287614   265,595 788 SH   SOLE   788 0 0
ISHARES TR SELECT DIVID ETF 464287168   1,182,528 9,600 SH   SOLE   9,600 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   232,155 33,500 SH   SOLE   33,500 0 0
JOHNSON & JOHNSON COM 478160104   513,801 3,248 SH   SOLE   3,248 0 0
JOHNSON CTLS INTL PLC SHS G51502105   819,243 12,542 SH   SOLE   12,144 0 398
JPMORGAN CHASE & CO COM 46625H100   2,396,189 11,963 SH   SOLE   11,963 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,144,232 7,317 SH   SOLE   7,317 0 0
KIMBERLY-CLARK CORP COM 494368103   2,477,441 19,153 SH   SOLE   19,153 0 0
LAM RESEARCH CORP COM 512807108   1,460,270 1,503 SH   SOLE   1,493 0 10
LAMB WESTON HLDGS INC COM 513272104   5,256,510 49,343 SH   SOLE   49,293 0 50
LINCOLN ELEC HLDGS INC COM 533900106   2,817,248 11,029 SH   SOLE   10,599 0 430
LINDE PLC SHS G54950103   1,519,255 3,272 SH   SOLE   3,172 0 100
LULULEMON ATHLETICA INC COM 550021109   2,943,157 7,534 SH   SOLE   7,458 0 76
LYFT INC CL A COM 55087P104   284,909 14,724 SH   SOLE   14,374 0 350
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   450,032 4,400 SH   SOLE   4,400 0 0
MANHATTAN ASSOCIATES INC COM 562750109   6,243,739 24,952 SH   SOLE   21,212 0 3,740
MANPOWERGROUP INC WIS COM 56418H100   751,245 9,676 SH   SOLE   9,676 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,913,771 7,585 SH   SOLE   7,585 0 0
MARTIN MARIETTA MATLS INC COM 573284106   7,136,439 11,624 SH   SOLE   11,464 0 160
MASCO CORP COM 574599106   252,416 3,200 SH   SOLE   3,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,785,242 22,396 SH   SOLE   20,356 0 2,040
MCDONALDS CORP COM 580135101   473,112 1,678 SH   SOLE   1,678 0 0
MERCADOLIBRE INC COM 58733R102   5,406,769 3,576 SH   SOLE   3,150 0 426
MERCK & CO INC COM 58933Y105   4,215,803 31,950 SH   SOLE   31,240 0 710
META PLATFORMS INC CL A 30303M102   9,391,117 19,340 SH   SOLE   17,500 0 1,840
MICROSOFT CORP COM 594918104   23,163,364 55,056 SH   SOLE   51,526 0 3,530
MSA SAFETY INC COM 553498106   1,911,701 9,875 SH   SOLE   6,525 0 3,350
NATIONAL PRESTO INDS INC COM 637215104   370,815 4,425 SH   SOLE   4,425 0 0
NETFLIX INC COM 64110L106   218,639 360 SH   SOLE   360 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,289,569 40,689 SH   SOLE   35,118 0 5,571
NICE LTD SPONSORED ADR 653656108   1,400,572 5,374 SH   SOLE   5,274 0 100
NOMURA HLDGS INC SPONSORED ADR 65535H208   862,553 134,354 SH   SOLE   129,588 0 4,766
NOVARTIS AG SPONSORED ADR 66987V109   2,083,951 21,544 SH   SOLE   21,004 0 540
NOVO-NORDISK A S ADR 670100205   21,730,031 169,237 SH   SOLE   163,429 0 5,808
NVIDIA CORPORATION COM 67066G104   10,266,249 11,362 SH   SOLE   11,362 0 0
OMNICOM GROUP INC COM 681919106   716,024 7,400 SH   SOLE   7,400 0 0
ORACLE CORP COM 68389X105   301,464 2,400 SH   SOLE   2,400 0 0
ORANGE SPONSORED ADR 684060106   284,010 24,130 SH   SOLE   24,130 0 0
OWENS CORNING NEW COM 690742101   4,142,645 24,836 SH   SOLE   24,806 0 30
P3 HEALTH PARTNERS INC COM CL A 744413105   15,450 15,000 SH   SOLE   15,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   916,028 39,810 SH   SOLE   35,410 0 4,400
PARKER-HANNIFIN CORP COM 701094104   1,762,410 3,171 SH   SOLE   3,161 0 10
PEPSICO INC COM 713448108   4,812,775 27,500 SH   SOLE   27,500 0 0
PFIZER INC COM 717081103   332,029 11,965 SH   SOLE   11,965 0 0
PHILLIPS 66 COM 718546104   385,482 2,360 SH   SOLE   2,360 0 0
PPG INDS INC COM 693506107   1,639,978 11,318 SH   SOLE   11,318 0 0
PROCTER AND GAMBLE CO COM 742718109   4,455,547 27,461 SH   SOLE   27,461 0 0
PRUDENTIAL FINL INC COM 744320102   845,280 7,200 SH   SOLE   7,200 0 0
ROCKWELL AUTOMATION INC COM 773903109   823,590 2,827 SH   SOLE   2,827 0 0
S&P GLOBAL INC COM 78409V104   397,796 935 SH   SOLE   935 0 0
SALESFORCE INC COM 79466L302   1,221,586 4,056 SH   SOLE   4,056 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   837,438 13,494 SH   SOLE   13,494 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   382,314 4,695 SH   SOLE   4,695 0 0
SHELL PLC SPON ADS 780259305   1,067,545 15,924 SH   SOLE   15,924 0 0
SIGNET JEWELERS LIMITED SHS G81276100   728,810 7,283 SH   SOLE   6,961 0 322
SMITH A O CORP COM 831865209   4,020,959 44,947 SH   SOLE   44,947 0 0
SMUCKER J M CO COM NEW 832696405   292,018 2,320 SH   SOLE   2,320 0 0
SNAP ON INC COM 833034101   3,079,799 10,397 SH   SOLE   10,397 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   211,320 404 SH   SOLE   404 0 0
SPDR SER TR S&P 600 SMCP VAL 78464A300   309,810 3,734 SH   SOLE   3,734 0 0
STARBUCKS CORP COM 855244109   1,183,683 12,952 SH   SOLE   12,952 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   1,187,716 27,468 SH   SOLE   26,978 0 490
SUPER MICRO COMPUTER INC COM 86800U104   8,671,108 8,585 SH   SOLE   8,575 0 10
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   818,205 6,014 SH   SOLE   5,792 0 222
TAPESTRY INC COM 876030107   1,332,289 28,060 SH   SOLE   28,060 0 0
TARGET CORP COM 87612E106   265,815 1,500 SH   SOLE   1,500 0 0
TERADYNE INC COM 880770102   428,754 3,800 SH   SOLE   3,800 0 0
TERNIUM SA SPONSORED ADS 880890108   629,794 15,132 SH   SOLE   14,468 0 664
TEXAS INSTRS INC COM 882508104   522,630 3,000 SH   SOLE   3,000 0 0
THE CIGNA GROUP COM 125523100   3,446,673 9,490 SH   SOLE   9,220 0 270
THERMO FISHER SCIENTIFIC INC COM 883556102   5,669,157 9,754 SH   SOLE   8,614 0 1,140
TOTALENERGIES SE SPONSORED ADS 89151E109   289,086 4,200 SH   SOLE   4,200 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   5,634,454 18,769 SH   SOLE   18,631 0 138
U S BANCORP DEL COM NEW 902973304   217,287 4,861 SH   SOLE   4,861 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,068,282 39,853 SH   SOLE   38,893 0 960
ULTA BEAUTY INC COM 90384S303   6,667,243 12,751 SH   SOLE   11,261 0 1,490
UNITED RENTALS INC COM 911363109   7,603,384 10,544 SH   SOLE   8,874 0 1,670
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,268,087 2,638 SH   SOLE   2,638 0 0
VISA INC COM CL A 92826C839   929,608 3,331 SH   SOLE   3,061 0 270
WALMART INC COM 931142103   235,566 3,915 SH   SOLE   3,915 0 0
WEC ENERGY GROUP INC COM 92939U106   1,133,256 13,800 SH   SOLE   13,800 0 0
WELLS FARGO CO NEW COM 949746101   510,048 8,800 SH   SOLE   8,800 0 0
WNS HLDGS LTD COM SHS G98196101   332,083 6,572 SH   SOLE   6,285 0 287
XYLEM INC COM 98419M100   856,086 6,624 SH   SOLE   6,624 0 0
YUM BRANDS INC COM 988498101   613,249 4,423 SH   SOLE   4,423 0 0
ZOETIS INC CL A 98978V103   2,131,877 12,599 SH   SOLE   12,599 0 0