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
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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
ABBOTT LABS COM 002824100   378,776 3,450 SH   SOLE   3,450 0 0
ABBVIE INC COM 00287Y109   368,632 2,281 SH   SOLE   2,281 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,264,493 27,224 SH   SOLE   27,224 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   6,652,189 19,767 SH   SOLE   19,767 0 0
ALPHABET INC CAP STK CL C 02079K107   8,270,733 93,212 SH   SOLE   93,212 0 0
ALPHABET INC CAP STK CL A 02079K305   509,352 5,773 SH   SOLE   5,773 0 0
AMERICAN EXPRESS CO COM 025816109   9,998,343 67,671 SH   SOLE   67,671 0 0
AMGEN INC COM 031162100   8,940,763 34,042 SH   SOLE   34,042 0 0
APPLE INC COM 037833100   13,926,715 107,186 SH   SOLE   107,186 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   10,777,747 44,886 SH   SOLE   44,886 0 0
BECTON DICKINSON & CO COM 075887109   7,712,037 30,327 SH   SOLE   30,327 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   267,199 865 SH   SOLE   865 0 0
BLACKROCK INC COM 09247X101   219,675 310 SH   SOLE   310 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   5,891,023 43,684 SH   SOLE   43,684 0 0
CHURCH & DWIGHT CO INC COM 171340102   9,669,722 119,957 SH   SOLE   119,957 0 0
CISCO SYS INC COM 17275R102   5,348,718 112,274 SH   SOLE   112,274 0 0
COCA COLA CO COM 191216100   411,429 6,468 SH   SOLE   6,468 0 0
COLGATE PALMOLIVE CO COM 194162103   4,173,678 52,972 SH   SOLE   52,972 0 0
COOPER COS INC COM NEW 216648402   4,348,972 13,152 SH   SOLE   13,152 0 0
CUMMINS INC COM 231021106   4,602,299 18,995 SH   SOLE   18,995 0 0
DANAHER CORPORATION COM 235851102   12,101,467 45,551 SH   SOLE   45,551 0 0
DEERE & CO COM 244199105   10,775,568 25,062 SH   SOLE   25,062 0 0
DOLLAR GEN CORP NEW COM 256677105   6,636,149 26,889 SH   SOLE   26,889 0 0
EATON CORP PLC SHS G29183103   7,526,121 47,952 SH   SOLE   47,952 0 0
EMCOR GROUP INC COM 29084Q100   12,987,446 87,688 SH   SOLE   87,688 0 0
ESSENTIAL UTILS INC COM 29670G102   3,464,368 72,583 SH   SOLE   72,583 0 0
EXXON MOBIL CORP COM 30231G102   478,151 4,335 SH   SOLE   4,335 0 0
F5 INC COM 315616102   4,923,637 34,309 SH   SOLE   34,309 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   6,470,873 53,088 SH   SOLE   53,088 0 0
GENTEX CORP COM 371901109   5,587,177 204,884 SH   SOLE   204,884 0 0
GENUINE PARTS CO COM 372460105   5,631,347 32,287 SH   SOLE   32,287 0 0
HOME DEPOT INC COM 437076102   285,853 905 SH   SOLE   905 0 0
HUBBELL INC COM 443510607   4,837,538 20,613 SH   SOLE   20,613 0 0
INTEL CORP COM 458140100   309,072 11,694 SH   SOLE   11,694 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,419,786 17,175 SH   SOLE   17,175 0 0
INTUIT COM 461202103   307,095 789 SH   SOLE   789 0 0
JOHNSON & JOHNSON COM 478160104   7,445,601 42,149 SH   SOLE   42,149 0 0
JPMORGAN CHASE & CO COM 46625H100   4,318,825 32,206 SH   SOLE   32,206 0 0
LEGGETT & PLATT INC COM 524660107   2,788,122 85,346 SH   SOLE   85,346 0 0
LILLY ELI & CO COM 532457108   867,041 2,370 SH   SOLE   2,370 0 0
LITTELFUSE INC COM 537008104   4,254,724 19,322 SH   SOLE   19,322 0 0
LOWES COS INC COM 548661107   850,755 4,270 SH   SOLE   4,270 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   235,987 4,700 SH   SOLE   4,700 0 0
MAIN STR CAP CORP COM 56035L104   2,712,778 73,418 SH   SOLE   73,418 0 0
MCGRATH RENTCORP COM 580589109   5,605,405 56,769 SH   SOLE   56,769 0 0
MERCK & CO INC COM 58933Y105   526,873 4,720 SH   SOLE   4,720 0 0
MICROSOFT CORP COM 594918104   13,112,714 54,677 SH   SOLE   54,677 0 0
NEXTERA ENERGY INC COM 65339F101   7,212,144 86,270 SH   SOLE   86,270 0 0
NIKE INC CL B 654106103   6,676,397 57,058 SH   SOLE   57,058 0 0
NVIDIA CORPORATION COM 67066G104   309,674 2,119 SH   SOLE   2,119 0 0
PATHFINDER BANCORP INC MD COM 70319R109   735,531 38,429 SH   SOLE   38,429 0 0
PAYCHEX INC COM 704326107   3,593,916 31,100 SH   SOLE   31,100 0 0
PEPSICO INC COM 713448108   5,027,408 27,652 SH   SOLE   27,652 0 0
PFIZER INC COM 717081103   494,364 9,648 SH   SOLE   9,648 0 0
POOL CORP COM 73278L105   4,350,846 14,391 SH   SOLE   14,391 0 0
PROCTER AND GAMBLE CO COM 742718109   402,695 2,657 SH   SOLE   2,657 0 0
RAYONIER INC COM 754907103   361,242 10,960 SH   SOLE   10,960 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   12,637,573 125,224 SH   SOLE   125,224 0 0
RELX PLC SPONSORED ADR 759530108   3,746,867 135,168 SH   SOLE   135,168 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,997,042 42,093 SH   SOLE   42,093 0 0
ROPER TECHNOLOGIES INC COM 776696106   5,156,246 11,933 SH   SOLE   11,933 0 0
S&P GLOBAL INC COM 78409V104   1,272,772 3,800 SH   SOLE   3,800 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   4,716,128 40,932 SH   SOLE   40,932 0 0
SOUTHSIDE BANCSHARES INC COM 84470P109   2,113,705 58,730 SH   SOLE   58,730 0 0
STOCK YDS BANCORP INC COM 861025104   2,784,220 42,847 SH   SOLE   42,847 0 0
TEXAS INSTRS INC COM 882508104   7,049,664 42,668 SH   SOLE   42,668 0 0
TJX COS INC NEW COM 872540109   8,493,363 106,701 SH   SOLE   106,701 0 0
UNILEVER PLC SPON ADR NEW 904767704   5,694,873 113,106 SH   SOLE   113,106 0 0
UNION PAC CORP COM 907818108   1,098,299 5,304 SH   SOLE   5,304 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,781,627 70,600 SH   SOLE   70,600 0 0
VITAL FARMS INC COM 92847W103   2,685,600 180,000 SH   SOLE   180,000 0 0
WALMART INC COM 931142103   4,455,893 31,302 SH   SOLE   31,302 0 0
WASTE MGMT INC DEL COM 94106L109   6,177,501 39,377 SH   SOLE   39,377 0 0
WATERS CORP COM 941848103   10,747,535 31,372 SH   SOLE   31,372 0 0
WATSCO INC COM 942622200   3,345,785 13,415 SH   SOLE   13,415 0 0
WILLIAMS SONOMA INC COM 969904101   4,537,157 39,481 SH   SOLE   39,481 0 0
YETI HLDGS INC COM 98585X104   4,298,430 104,053 SH   SOLE   104,053 0 0