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 912 5,137 SH   SOLE 0 5,137 0 0
ABBOTT LABS COM 002824100 4,424 31,434 SH   SOLE 0 31,434 0 0
ABBVIE INC COM 00287Y109 2,833 20,925 SH   SOLE 0 20,925 0 0
ACI WORLDWIDE INC COM 004498101 17,122 493,419 SH   SOLE 0 493,419 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 346 610 SH   SOLE 0 610 0 0
ALPHABET INC CAP STK CL A 02079K305 440 152 SH   SOLE 0 152 0 0
ALPHABET INC CAP STK CL C 02079K107 330 114 SH   SOLE 0 114 0 0
AMAZON COM INC COM 023135106 350 105 SH   SOLE 0 105 0 0
AMERICAN EXPRESS CO COM 025816109 330 2,015 SH   SOLE 0 2,015 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,533 8,115 SH   SOLE 0 8,115 0 0
AMETEK INC COM 031100100 73,943 502,880 SH   SOLE 0 502,880 0 0
AMGEN INC COM 031162100 1,250 5,557 SH   SOLE 0 5,557 0 0
AMPHENOL CORP NEW CL A 032095101 74,381 850,456 SH   SOLE 0 850,456 0 0
APPLE INC COM 037833100 4,619 26,011 SH   SOLE 0 26,011 0 0
APPLIED MATLS INC COM 038222105 631 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103 47,512 387,914 SH   SOLE 0 387,914 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 10,911 93,959 SH   SOLE 0 93,959 0 0
ASSURANT INC COM 04621X108 27,706 177,760 SH   SOLE 0 177,760 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,713 15,060 SH   SOLE 0 15,060 0 0
BECTON DICKINSON & CO COM 075887109 1,381 5,491 SH   SOLE 0 5,491 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 808 2,703 SH   SOLE 0 2,703 0 0
BK OF AMERICA CORP COM 060505104 644 14,471 SH   SOLE 0 14,471 0 0
BOEING CO COM 097023105 239 1,186 SH   SOLE 0 1,186 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 753 7,000 SH   SOLE 0 7,000 0 0
CANADIAN NATL RY CO COM 136375102 749 6,100 SH   SOLE 0 6,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 687 4,738 SH   SOLE 0 4,738 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 653 12,048 SH   SOLE 0 12,048 0 0
CATALENT INC COM 148806102 25,116 196,169 SH   SOLE 0 196,169 0 0
CATERPILLAR INC COM 149123101 423 2,047 SH   SOLE 0 2,047 0 0
CHARLES RIV LABS INTL INC COM 159864107 27,378 72,664 SH   SOLE 0 72,664 0 0
CHEVRON CORP NEW COM 166764100 1,009 8,599 SH   SOLE 0 8,599 0 0
CHURCH & DWIGHT CO INC COM 171340102 44,750 436,583 SH   SOLE 0 436,583 0 0
CISCO SYS INC COM 17275R102 404 6,369 SH   SOLE 0 6,369 0 0
COCA COLA CO COM 191216100 793 13,398 SH   SOLE 0 13,398 0 0
COLGATE PALMOLIVE CO COM 194162103 563 6,596 SH   SOLE 0 6,596 0 0
COMMERCE BANCSHARES INC COM 200525103 27,264 396,619 SH   SOLE 0 396,619 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,064 8,920 SH   SOLE 0 8,920 0 0
CSW INDUSTRIALS INC COM 126402106 13,515 111,827 SH   SOLE 0 111,827 0 0
CSX CORP COM 126408103 519 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102 93,473 284,104 SH   SOLE 0 284,104 0 0
DIAMONDBACK ENERGY INC COM 25278X109 207 1,916 SH   SOLE 0 1,916 0 0
DISNEY WALT CO COM 254687106 403 2,604 SH   SOLE 0 2,604 0 0
DONALDSON INC COM 257651109 42,063 709,807 SH   SOLE 0 709,807 0 0
EATON CORP PLC SHS G29183103 637 3,688 SH   SOLE 0 3,688 0 0
ECOLAB INC COM 278865100 14,153 60,329 SH   SOLE 0 60,329 0 0
EMERSON ELEC CO COM 291011104 307 3,300 SH   SOLE 0 3,300 0 0
ENBRIDGE INC COM 29250N105 254 6,510 SH   SOLE 0 6,510 0 0
EXXON MOBIL CORP COM 30231G102 2,497 40,809 SH   SOLE 0 40,809 0 0
FASTENAL CO COM 311900104 32,319 504,514 SH   SOLE 0 504,514 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 40,109 367,469 SH   SOLE 0 367,469 0 0
FIFTH THIRD BANCORP COM 316773100 936 21,500 SH   SOLE 0 21,500 0 0
FISERV INC COM 337738108 55,733 536,975 SH   SOLE 0 536,975 0 0
FORTIVE CORP COM 34959J108 21,814 285,930 SH   SOLE 0 285,930 0 0
GALLAGHER ARTHUR J & CO COM 363576109 56,963 335,731 SH   SOLE 0 335,731 0 0
GENERAC HLDGS INC COM 368736104 45,118 128,205 SH   SOLE 0 128,205 0 0
GENERAL MLS INC COM 370334104 244 3,627 SH   SOLE 0 3,627 0 0
GRACO INC COM 384109104 42,213 523,607 SH   SOLE 0 523,607 0 0
HENRY SCHEIN INC COM 806407102 426 5,500 SH   SOLE 0 5,500 0 0
HOME DEPOT INC COM 437076102 1,350 3,252 SH   SOLE 0 3,252 0 0
HONEYWELL INTL INC COM 438516106 657 3,150 SH   SOLE 0 3,150 0 0
IDEX CORP COM 45167R104 67,500 285,629 SH   SOLE 0 285,629 0 0
IHS MARKIT LTD SHS G47567105 11,447 86,123 SH   SOLE 0 86,123 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,836 11,493 SH   SOLE 0 11,493 0 0
INTEL CORP COM 458140100 1,235 23,979 SH   SOLE 0 23,979 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 506 3,782 SH   SOLE 0 3,782 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 558 3,429 SH   SOLE 0 3,429 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 346 870 SH   SOLE 0 870 0 0
ISHARES TR CORE S&P500 ETF 464287200 556 1,165 SH   SOLE 0 1,165 0 0
JOHNSON & JOHNSON COM 478160104 4,949 28,929 SH   SOLE 0 28,929 0 0
JPMORGAN CHASE & CO COM 46625H100 4,951 31,265 SH   SOLE 0 31,265 0 0
KADANT INC COM 48282T104 772 3,350 SH   SOLE 0 3,350 0 0
LANDSTAR SYS INC COM 515098101 47,517 265,431 SH   SOLE 0 265,431 0 0
M & T BK CORP COM 55261F104 1,992 12,969 SH   SOLE 0 12,969 0 0
MASTERCARD INCORPORATED CL A 57636Q104 290 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101 813 3,033 SH   SOLE 0 3,033 0 0
MERCK & CO INC COM 58933Y105 397 5,185 SH   SOLE 0 5,185 0 0
META PLATFORMS INC CL A 30303M102 270 803 SH   SOLE 0 803 0 0
MICRON TECHNOLOGY INC COM 595112103 1,706 18,312 SH   SOLE 0 18,312 0 0
MICROSOFT CORP COM 594918104 4,751 14,126 SH   SOLE 0 14,126 0 0
MIDDLEBY CORP COM 596278101 1,268 6,445 SH   SOLE 0 6,445 0 0
MSC INDL DIRECT INC CL A 553530106 9,228 109,776 SH   SOLE 0 109,776 0 0
NETFLIX INC COM 64110L106 259 430 SH   SOLE 0 430 0 0
NORDSON CORP COM 655663102 42,061 164,772 SH   SOLE 0 164,772 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,334 87,736 SH   SOLE 0 87,736 0 0
OTIS WORLDWIDE CORP COM 68902V107 381 4,373 SH   SOLE 0 4,373 0 0
PAYCHEX INC COM 704326107 387 2,833 SH   SOLE 0 2,833 0 0
PENTAIR PLC SHS G7S00T104 32,602 446,425 SH   SOLE 0 446,425 0 0
PEPSICO INC COM 713448108 1,782 10,260 SH   SOLE 0 10,260 0 0
PERFICIENT INC COM 71375U101 46,076 356,374 SH   SOLE 0 356,374 0 0
PFIZER INC COM 717081103 741 12,553 SH   SOLE 0 12,553 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 21,888 229,193 SH   SOLE 0 229,193 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,872 14,321 SH   SOLE 0 14,321 0 0
PRICE T ROWE GROUP INC COM 74144T108 344 1,750 SH   SOLE 0 1,750 0 0
PROCTER AND GAMBLE CO COM 742718109 3,507 21,442 SH   SOLE 0 21,442 0 0
PRUDENTIAL FINL INC COM 744320102 213 1,964 SH   SOLE 0 1,964 0 0
QUEST DIAGNOSTICS INC COM 74834L100 597 3,450 SH   SOLE 0 3,450 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 2,057 152,726 SH   SOLE 0 152,726 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,239 14,398 SH   SOLE 0 14,398 0 0
REGAL REXNORD CORPORATION COM 758750103 33,402 196,272 SH   SOLE 0 196,272 0 0
REPUBLIC SVCS INC COM 760759100 206 1,480 SH   SOLE 0 1,480 0 0
REXFORD INDL RLTY INC COM 76169C100 226 2,788 SH   SOLE 0 2,788 0 0
ROPER TECHNOLOGIES INC COM 776696106 51,488 104,681 SH   SOLE 0 104,681 0 0
ROSS STORES INC COM 778296103 1,080 9,450 SH   SOLE 0 9,450 0 0
ROYAL BK CDA COM 780087102 657 6,194 SH   SOLE 0 6,194 0 0
RPM INTL INC COM 749685103 40,829 404,245 SH   SOLE 0 404,245 0 0
SELECTIVE INS GROUP INC COM 816300107 9,366 114,300 SH   SOLE 0 114,300 0 0
SNAP ON INC COM 833034101 2,136 9,918 SH   SOLE 0 9,918 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,001 2,107 SH   SOLE 0 2,107 0 0
STRYKER CORPORATION COM 863667101 225 841 SH   SOLE 0 841 0 0
TELEFLEX INCORPORATED COM 879369106 26,386 80,328 SH   SOLE 0 80,328 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,022 43,495 SH   SOLE 0 43,495 0 0
TRAVELERS COMPANIES INC COM 89417E109 302 1,930 SH   SOLE 0 1,930 0 0
TRUIST FINL CORP COM 89832Q109 530 9,051 SH   SOLE 0 9,051 0 0
UNION PAC CORP COM 907818108 694 2,753 SH   SOLE 0 2,753 0 0
US BANCORP DEL COM NEW 902973304 6,699 119,254 SH   SOLE 0 119,254 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 748 14,984 SH   SOLE 0 14,984 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 19,662 243,247 SH   SOLE 0 243,247 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 411 4,693 SH   SOLE 0 4,693 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,559 18,398 SH   SOLE 0 18,398 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 438 1,004 SH   SOLE 0 1,004 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,385 5,735 SH   SOLE 0 5,735 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 681 7,345 SH   SOLE 0 7,345 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14,054 172,948 SH   SOLE 0 172,948 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5,270 86,638 SH   SOLE 0 86,638 0 0
VERISK ANALYTICS INC COM 92345Y106 50,532 220,923 SH   SOLE 0 220,923 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 532 10,237 SH   SOLE 0 10,237 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 26,040 1,042,832 SH   SOLE 0 1,042,832 0 0
VISA INC COM CL A 92826C839 1,014 4,680 SH   SOLE 0 4,680 0 0
VONTIER CORPORATION COM 928881101 20,482 666,502 SH   SOLE 0 666,502 0 0
WABTEC COM 929740108 11,097 120,480 SH   SOLE 0 120,480 0 0
WALMART INC COM 931142103 1,302 8,996 SH   SOLE 0 8,996 0 0
WATERS CORP COM 941848103 4,984 13,376 SH   SOLE 0 13,376 0 0
WELLS FARGO CO NEW COM 949746101 1,864 38,843 SH   SOLE 0 38,843 0 0
WESTERN ALLIANCE BANCORP COM 957638109 33,713 313,176 SH   SOLE 0 313,176 0 0
WESTERN UN CO COM 959802109 178 10,000 SH   SOLE 0 10,000 0 0
XYLEM INC COM 98419M100 45,354 378,205 SH   SOLE 0 378,205 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 39,682 66,670 SH   SOLE 0 66,670 0 0
ZIFF DAVIS INC COM 48123V102 15,487 139,699 SH   SOLE 0 139,699 0 0