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
ISHARES TR CORE S&P500 ETF 464287200 471 1,185 SH   SOLE 0 1,185 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 867 2,188 SH   SOLE 0 2,188 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 327 687 SH   SOLE 0 687 0 0
AMAZON COM INC COM 023135106 232 75 SH   SOLE 0 75 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 691 2,703 SH   SOLE 0 2,703 0 0
EMERSON ELEC CO COM 291011104 298 3,300 SH   SOLE 0 3,300 0 0
BOEING CO COM 097023105 383 1,502 SH   SOLE 0 1,502 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 333 1,042 SH   SOLE 0 1,042 0 0
AMGEN INC COM 031162100 1,594 6,406 SH   SOLE 0 6,406 0 0
ABBOTT LABS COM 002824100 3,982 33,229 SH   SOLE 0 33,229 0 0
INTEL CORP COM 458140100 1,560 24,379 SH   SOLE 0 24,379 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,543 11,481 SH   SOLE 0 11,481 0 0
DISNEY WALT CO COM 254687106 674 3,654 SH   SOLE 0 3,654 0 0
HONEYWELL INTL INC COM 438516106 716 3,299 SH   SOLE 0 3,299 0 0
US BANCORP DEL COM NEW 902973304 8,074 145,972 SH   SOLE 0 145,972 0 0
JOHNSON & JOHNSON COM 478160104 5,003 30,439 SH   SOLE 0 30,439 0 0
PFIZER INC COM 717081103 610 16,841 SH   SOLE 0 16,841 0 0
CHEVRON CORP NEW COM 166764100 948 9,044 SH   SOLE 0 9,044 0 0
MICROSOFT CORP COM 594918104 3,521 14,933 SH   SOLE 0 14,933 0 0
AT&T INC COM 00206R102 240 7,921 SH   SOLE 0 7,921 0 0
TRUIST FINL CORP COM 89832Q109 561 9,618 SH   SOLE 0 9,618 0 0
CISCO SYS INC COM 17275R102 386 7,464 SH   SOLE 0 7,464 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 477 3,582 SH   SOLE 0 3,582 0 0
COCA COLA CO COM 191216100 677 12,853 SH   SOLE 0 12,853 0 0
PEPSICO INC COM 713448108 1,677 11,854 SH   SOLE 0 11,854 0 0
STRYKER CORPORATION COM 863667101 205 841 SH   SOLE 0 841 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 986 16,953 SH   SOLE 0 16,953 0 0
AMETEK INC COM 031100100 66,167 518,026 SH   SOLE 0 518,026 0 0
BK OF AMERICA CORP COM 060505104 682 17,620 SH   SOLE 0 17,620 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,268 17,338 SH   SOLE 0 17,338 0 0
EXXON MOBIL CORP COM 30231G102 2,360 42,279 SH   SOLE 0 42,279 0 0
WALMART INC COM 931142103 1,329 9,781 SH   SOLE 0 9,781 0 0
APPLIED MATLS INC COM 038222105 536 4,010 SH   SOLE 0 4,010 0 0
WABTEC COM 929740108 16,312 206,061 SH   SOLE 0 206,061 0 0
UNION PAC CORP COM 907818108 572 2,593 SH   SOLE 0 2,593 0 0
TEXAS INSTRS INC COM 882508104 205 1,087 SH   SOLE 0 1,087 0 0
COMMERCE BANCSHARES INC COM 200525103 28,913 377,405 SH   SOLE 0 377,405 0 0
COLGATE PALMOLIVE CO COM 194162103 568 7,206 SH   SOLE 0 7,206 0 0
CAPITAL ONE FINL CORP COM 14040H105 730 5,738 SH   SOLE 0 5,738 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,311 9,395 SH   SOLE 0 9,395 0 0
QUEST DIAGNOSTICS INC COM 74834L100 443 3,450 SH   SOLE 0 3,450 0 0
DANAHER CORPORATION COM 235851102 68,350 303,670 SH   SOLE 0 303,670 0 0
MERCK & CO. INC COM 58933Y105 422 5,474 SH   SOLE 0 5,474 0 0
MICRON TECHNOLOGY INC COM 595112103 589 6,672 SH   SOLE 0 6,672 0 0
FIFTH THIRD BANCORP COM 316773100 874 23,336 SH   SOLE 0 23,336 0 0
PROCTER AND GAMBLE CO COM 742718109 3,260 24,071 SH   SOLE 0 24,071 0 0
IDEX CORP COM 45167R104 61,099 291,894 SH   SOLE 0 291,894 0 0
HOME DEPOT INC COM 437076102 1,121 3,674 SH   SOLE 0 3,674 0 0
MCDONALDS CORP COM 580135101 724 3,231 SH   SOLE 0 3,231 0 0
JPMORGAN CHASE & CO COM 46625H100 5,274 34,642 SH   SOLE 0 34,642 0 0
WELLS FARGO CO NEW COM 949746101 1,595 40,812 SH   SOLE 0 40,812 0 0
FISERV INC COM 337738108 65,297 548,529 SH   SOLE 0 548,529 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,184 15,328 SH   SOLE 0 15,328 0 0
3M CO COM 88579Y101 1,096 5,687 SH   SOLE 0 5,687 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,022 4,943 SH   SOLE 0 4,943 0 0
CSX CORP COM 126408103 444 4,600 SH   SOLE 0 4,600 0 0
APPLE INC COM 037833100 3,383 27,693 SH   SOLE 0 27,693 0 0
RPM INTL INC COM 749685103 36,561 398,050 SH   SOLE 0 398,050 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,217 8,115 SH   SOLE 0 8,115 0 0
CATERPILLAR INC COM 149123101 442 1,905 SH   SOLE 0 1,905 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 792 8,300 SH   SOLE 0 8,300 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 483 3,407 SH   SOLE 0 3,407 0 0
LANDSTAR SYS INC COM 515098101 44,333 268,590 SH   SOLE 0 268,590 0 0
SELECTIVE INS GROUP INC COM 816300107 14,992 206,671 SH   SOLE 0 206,671 0 0
ROSS STORES INC COM 778296103 1,217 10,150 SH   SOLE 0 10,150 0 0
ECOLAB INC COM 278865100 13,762 64,288 SH   SOLE 0 64,288 0 0
AMERICAN EXPRESS CO COM 025816109 332 2,345 SH   SOLE 0 2,345 0 0
GENERAL MLS INC COM 370334104 209 3,406 SH   SOLE 0 3,406 0 0
PAYCHEX INC COM 704326107 277 2,826 SH   SOLE 0 2,826 0 0
WATERS CORP COM 941848103 3,987 14,030 SH   SOLE 0 14,030 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,031 17,278 SH   SOLE 0 17,278 0 0
NETFLIX INC COM 64110L106 224 430 SH   SOLE 0 430 0 0
HENRY SCHEIN INC COM 806407102 519 7,500 SH   SOLE 0 7,500 0 0
NVIDIA CORPORATION COM 67066G104 265 497 SH   SOLE 0 497 0 0
PERFICIENT INC COM 71375U101 21,535 366,736 SH   SOLE 0 366,736 0 0
TRAVELERS COMPANIES INC COM 89417E109 290 1,930 SH   SOLE 0 1,930 0 0
EATON CORP PLC SHS G29183103 741 5,359 SH   SOLE 0 5,359 0 0
GALLAGHER ARTHUR J & CO COM 363576109 41,757 334,674 SH   SOLE 0 334,674 0 0
DONALDSON INC COM 257651109 37,729 648,719 SH   SOLE 0 648,719 0 0
PRICE T ROWE GROUP INC COM 74144T108 420 2,450 SH   SOLE 0 2,450 0 0
SNAP ON INC COM 833034101 2,346 10,169 SH   SOLE 0 10,169 0 0
CHURCH & DWIGHT INC COM 171340102 34,859 399,077 SH   SOLE 0 399,077 0 0
GRACO INC COM 384109104 36,082 503,798 SH   SOLE 0 503,798 0 0
BECTON DICKINSON & CO COM 075887109 1,489 6,122 SH   SOLE 0 6,122 0 0
AMPHENOL CORP NEW CL A 032095101 56,861 861,922 SH   SOLE 0 861,922 0 0
NORDSON CORP COM 655663102 29,779 149,884 SH   SOLE 0 149,884 0 0
PENTAIR PLC SHS G7S00T104 27,647 443,633 SH   SOLE 0 443,633 0 0
ALPHABET INC CAP STK CL A 02079K305 314 152 SH   SOLE 0 152 0 0
TELEFLEX INCORPORATED COM 879369106 31,088 74,829 SH   SOLE 0 74,829 0 0
MSC INDL DIRECT INC CL A 553530106 10,004 110,916 SH   SOLE 0 110,916 0 0
CANADIAN NATL RY CO COM 136375102 1,601 13,800 SH   SOLE 0 13,800 0 0
FASTENAL CO COM 311900104 24,952 496,270 SH   SOLE 0 496,270 0 0
ACI WORLDWIDE INC COM 004498101 17,389 457,015 SH   SOLE 0 457,015 0 0
CHARLES RIV LABS INTL INC COM 159864107 20,488 70,688 SH   SOLE 0 70,688 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,864 47,908 SH   SOLE 0 47,908 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 52,909 376,280 SH   SOLE 0 376,280 0 0
KADANT INC COM 48282T104 601 3,250 SH   SOLE 0 3,250 0 0
M & T BK CORP COM 55261F104 3,348 22,086 SH   SOLE 0 22,086 0 0
ENBRIDGE INC COM 29250N105 237 6,510 SH   SOLE 0 6,510 0 0
ROYAL BK CDA COM 780087102 852 9,244 SH   SOLE 0 9,244 0 0
ROPER TECHNOLOGIES INC COM 776696106 42,563 105,527 SH   SOLE 0 105,527 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 32,287 66,547 SH   SOLE 0 66,547 0 0
ASSURANT INC COM 04621X108 24,008 169,346 SH   SOLE 0 169,346 0 0
MASTERCARD INCORPORATED CL A 57636Q104 287 806 SH   SOLE 0 806 0 0
HOME BANCSHARES INC COM 436893200 10,160 375,600 SH   SOLE 0 375,600 0 0
MIDDLEBY CORP COM 596278101 1,140 6,880 SH   SOLE 0 6,880 0 0
APTARGROUP INC COM 038336103 53,048 374,449 SH   SOLE 0 374,449 0 0
WESTERN ALLIANCE BANCORP COM 957638109 29,534 312,731 SH   SOLE 0 312,731 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 20,273 228,659 SH   SOLE 0 228,659 0 0
WESTERN UN CO COM 959802109 370 15,000 SH   SOLE 0 15,000 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8,699 105,838 SH   SOLE 0 105,838 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 451 5,086 SH   SOLE 0 5,086 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,556 18,371 SH   SOLE 0 18,371 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 8,433 93,602 SH   SOLE 0 93,602 0 0
VISA INC COM CL A 92826C839 1,025 4,840 SH   SOLE 0 4,840 0 0
HILL ROM HLDGS INC COM 431475102 33,345 301,819 SH   SOLE 0 301,819 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 204 2,192 SH   SOLE 0 2,192 0 0
VERISK ANALYTICS INC COM 92345Y106 38,950 220,442 SH   SOLE 0 220,442 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13,326 161,533 SH   SOLE 0 161,533 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5,360 87,119 SH   SOLE 0 87,119 0 0
GENERAC HLDGS INC COM 368736104 51,204 156,372 SH   SOLE 0 156,372 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 373 1,024 SH   SOLE 0 1,024 0 0
XYLEM INC COM 98419M100 41,168 391,409 SH   SOLE 0 391,409 0 0
FACEBOOK INC CL A 30303M102 237 803 SH   SOLE 0 803 0 0
ABBVIE INC COM 00287Y109 2,581 23,849 SH   SOLE 0 23,849 0 0
ALPHABET INC CAP STK CL C 02079K107 236 114 SH   SOLE 0 114 0 0
IHS MARKIT LTD SHS G47567105 19,847 205,071 SH   SOLE 0 205,071 0 0
CATALENT INC COM 148806102 20,637 195,967 SH   SOLE 0 195,967 0 0
CSW INDUSTRIALS INC COM 126402106 14,911 110,455 SH   SOLE 0 110,455 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 11,108 555,376 SH   SOLE 0 555,376 0 0
FORTIVE CORP COM 34959J108 19,991 282,999 SH   SOLE 0 282,999 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,790 99,970 SH   SOLE 0 99,970 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 517 12,248 SH   SOLE 0 12,248 0 0
OTIS WORLDWIDE CORP COM 68902V107 306 4,473 SH   SOLE 0 4,473 0 0
VONTIER CORPORATION COM 928881101 12,703 419,655 SH   SOLE 0 419,655 0 0