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 454 4,110 SH   SOLE 0 4,110 0 0
ABBOTT LABS COM 002824100 2,951 30,500 SH   SOLE 0 30,500 0 0
ABBVIE INC COM 00287Y109 2,634 19,624 SH   SOLE 0 19,624 0 0
ACI WORLDWIDE INC COM 004498101 10,301 492,877 SH   SOLE 0 492,877 0 0
ALPHABET INC CAP STK CL A 02079K305 302 3,155 SH   SOLE 0 3,155 0 0
AMERICAN EXPRESS CO COM 025816109 270 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,030 7,915 SH   SOLE 0 7,915 0 0
AMETEK INC COM 031100100 56,500 498,197 SH   SOLE 0 498,197 0 0
AMGEN INC COM 031162100 1,244 5,518 SH   SOLE 0 5,518 0 0
AMPHENOL CORP NEW CL A 032095101 56,007 836,418 SH   SOLE 0 836,418 0 0
APPLE INC COM 037833100 3,504 25,352 SH   SOLE 0 25,352 0 0
APPLIED MATLS INC COM 038222105 329 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103 36,580 384,927 SH   SOLE 0 384,927 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 7,437 93,870 SH   SOLE 0 93,870 0 0
ASSURANT INC COM 04621X108 26,559 182,824 SH   SOLE 0 182,824 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,330 14,720 SH   SOLE 0 14,720 0 0
BECTON DICKINSON & CO COM 075887109 1,208 5,422 SH   SOLE 0 5,422 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 654 2,450 SH   SOLE 0 2,450 0 0
BK OF AMERICA CORP COM 060505104 404 13,384 SH   SOLE 0 13,384 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 674 7,000 SH   SOLE 0 7,000 0 0
CANADIAN NATL RY CO COM 136375102 653 6,050 SH   SOLE 0 6,050 0 0
CAPITAL ONE FINL CORP COM 14040H105 410 4,448 SH   SOLE 0 4,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 379 10,650 SH   SOLE 0 10,650 0 0
CATALENT INC COM 148806102 14,262 197,098 SH   SOLE 0 197,098 0 0
CATERPILLAR INC COM 149123101 336 2,050 SH   SOLE 0 2,050 0 0
CHARLES RIV LABS INTL INC COM 159864107 17,693 89,901 SH   SOLE 0 89,901 0 0
CHEVRON CORP NEW COM 166764100 958 6,669 SH   SOLE 0 6,669 0 0
CHURCH & DWIGHT CO INC COM 171340102 31,000 433,935 SH   SOLE 0 433,935 0 0
CISCO SYS INC COM 17275R102 236 5,888 SH   SOLE 0 5,888 0 0
COCA COLA CO COM 191216100 694 12,384 SH   SOLE 0 12,384 0 0
COLGATE PALMOLIVE CO COM 194162103 317 4,510 SH   SOLE 0 4,510 0 0
COMMERCE BANCSHARES INC COM 200525103 26,293 397,410 SH   SOLE 0 397,410 0 0
CONMED CORP COM 207410101 5,696 71,045 SH   SOLE 0 71,045 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,073 8,624 SH   SOLE 0 8,624 0 0
CSW INDUSTRIALS INC COM 126402106 13,565 113,227 SH   SOLE 0 113,227 0 0
CSX CORP COM 126408103 368 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102 69,588 269,417 SH   SOLE 0 269,417 0 0
DIAMONDBACK ENERGY INC COM 25278X109 231 1,916 SH   SOLE 0 1,916 0 0
DONALDSON INC COM 257651109 34,602 706,013 SH   SOLE 0 706,013 0 0
EATON CORP PLC SHS G29183103 491 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100 8,413 58,252 SH   SOLE 0 58,252 0 0
EMERSON ELEC CO COM 291011104 242 3,300 SH   SOLE 0 3,300 0 0
ENBRIDGE INC COM 29250N105 208 5,607 SH   SOLE 0 5,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 205 8,628 SH   SOLE 0 8,628 0 0
EXXON MOBIL CORP COM 30231G102 3,540 40,549 SH   SOLE 0 40,549 0 0
FASTENAL CO COM 311900104 24,173 525,038 SH   SOLE 0 525,038 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 27,218 360,167 SH   SOLE 0 360,167 0 0
FIFTH THIRD BANCORP COM 316773100 591 18,500 SH   SOLE 0 18,500 0 0
FISERV INC COM 337738108 49,428 528,244 SH   SOLE 0 528,244 0 0
FORTIVE CORP COM 34959J108 16,745 287,220 SH   SOLE 0 287,220 0 0
GALLAGHER ARTHUR J & CO COM 363576109 51,396 300,178 SH   SOLE 0 300,178 0 0
GENERAC HLDGS INC COM 368736104 23,249 130,507 SH   SOLE 0 130,507 0 0
GENERAL MLS INC COM 370334104 295 3,849 SH   SOLE 0 3,849 0 0
GRACO INC COM 384109104 33,532 559,325 SH   SOLE 0 559,325 0 0
HENRY SCHEIN INC COM 806407102 352 5,350 SH   SOLE 0 5,350 0 0
HOME DEPOT INC COM 437076102 852 3,089 SH   SOLE 0 3,089 0 0
HONEYWELL INTL INC COM 438516106 536 3,209 SH   SOLE 0 3,209 0 0
IDEX CORP COM 45167R104 57,458 287,505 SH   SOLE 0 287,505 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,077 11,497 SH   SOLE 0 11,497 0 0
INTEL CORP COM 458140100 577 22,378 SH   SOLE 0 22,378 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 449 3,782 SH   SOLE 0 3,782 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 505 3,965 SH   SOLE 0 3,965 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 218 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200 407 1,135 SH   SOLE 0 1,135 0 0
JOHNSON & JOHNSON COM 478160104 4,304 26,347 SH   SOLE 0 26,347 0 0
JPMORGAN CHASE & CO COM 46625H100 2,971 28,428 SH   SOLE 0 28,428 0 0
KADANT INC COM 48282T104 550 3,300 SH   SOLE 0 3,300 0 0
LANDSTAR SYS INC COM 515098101 38,374 265,802 SH   SOLE 0 265,802 0 0
M & T BK CORP COM 55261F104 2,154 12,215 SH   SOLE 0 12,215 0 0
MASTERCARD INCORPORATED CL A 57636Q104 229 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101 676 2,931 SH   SOLE 0 2,931 0 0
MERCK & CO INC COM 58933Y105 456 5,300 SH   SOLE 0 5,300 0 0
MICRON TECHNOLOGY INC COM 595112103 929 18,542 SH   SOLE 0 18,542 0 0
MICROSOFT CORP COM 594918104 3,079 13,221 SH   SOLE 0 13,221 0 0
MIDDLEBY CORP COM 596278101 732 5,710 SH   SOLE 0 5,710 0 0
MSC INDL DIRECT INC CL A 553530106 7,958 109,297 SH   SOLE 0 109,297 0 0
NORDSON CORP COM 655663102 35,337 166,472 SH   SOLE 0 166,472 0 0
NVENT ELECTRIC PLC SHS G6700G107 2,503 79,175 SH   SOLE 0 79,175 0 0
OTIS WORLDWIDE CORP COM 68902V107 239 3,744 SH   SOLE 0 3,744 0 0
PAYCHEX INC COM 704326107 317 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104 17,880 440,060 SH   SOLE 0 440,060 0 0
PEPSICO INC COM 713448108 1,513 9,265 SH   SOLE 0 9,265 0 0
PERFICIENT INC COM 71375U101 23,883 367,315 SH   SOLE 0 367,315 0 0
PFIZER INC COM 717081103 543 12,402 SH   SOLE 0 12,402 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 18,791 231,700 SH   SOLE 0 231,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,878 12,571 SH   SOLE 0 12,571 0 0
PROCTER AND GAMBLE CO COM 742718109 2,602 20,607 SH   SOLE 0 20,607 0 0
QUEST DIAGNOSTICS INC COM 74834L100 423 3,450 SH   SOLE 0 3,450 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,143 13,965 SH   SOLE 0 13,965 0 0
RBC BEARINGS INC COM 75524B104 7,942 38,220 SH   SOLE 0 38,220 0 0
REGAL REXNORD CORPORATION COM 758750103 29,839 212,586 SH   SOLE 0 212,586 0 0
ROPER TECHNOLOGIES INC COM 776696106 37,511 104,302 SH   SOLE 0 104,302 0 0
ROSS STORES INC COM 778296103 792 9,400 SH   SOLE 0 9,400 0 0
ROYAL BK CDA COM 780087102 558 6,194 SH   SOLE 0 6,194 0 0
RPM INTL INC COM 749685103 33,433 401,307 SH   SOLE 0 401,307 0 0
S&P GLOBAL INC COM 78409V104 6,573 21,527 SH   SOLE 0 21,527 0 0
SELECTIVE INS GROUP INC COM 816300107 9,325 114,552 SH   SOLE 0 114,552 0 0
SNAP ON INC COM 833034101 1,760 8,743 SH   SOLE 0 8,743 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 757 2,120 SH   SOLE 0 2,120 0 0
TELEFLEX INCORPORATED COM 879369106 16,192 80,374 SH   SOLE 0 80,374 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,237 41,871 SH   SOLE 0 41,871 0 0
TRAVELERS COMPANIES INC COM 89417E109 289 1,885 SH   SOLE 0 1,885 0 0
TRUIST FINL CORP COM 89832Q109 385 8,842 SH   SOLE 0 8,842 0 0
UNION PAC CORP COM 907818108 512 2,628 SH   SOLE 0 2,628 0 0
US BANCORP DEL COM NEW 902973304 4,135 102,563 SH   SOLE 0 102,563 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 4,413 90,153 SH   SOLE 0 90,153 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,634 235,691 SH   SOLE 0 235,691 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 612 8,329 SH   SOLE 0 8,329 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 574 8,042 SH   SOLE 0 8,042 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 305 930 SH   SOLE 0 930 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,264 7,045 SH   SOLE 0 7,045 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 513 6,776 SH   SOLE 0 6,776 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11,973 161,191 SH   SOLE 0 161,191 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4,616 79,880 SH   SOLE 0 79,880 0 0
VERISK ANALYTICS INC COM 92345Y106 37,424 219,458 SH   SOLE 0 219,458 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 388 10,222 SH   SOLE 0 10,222 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 10,796 1,110,668 SH   SOLE 0 1,110,668 0 0
VISA INC COM CL A 92826C839 736 4,142 SH   SOLE 0 4,142 0 0
VONTIER CORPORATION COM 928881101 11,121 665,515 SH   SOLE 0 665,515 0 0
WABTEC COM 929740108 2,657 32,663 SH   SOLE 0 32,663 0 0
WALMART INC COM 931142103 1,046 8,062 SH   SOLE 0 8,062 0 0
WATERS CORP COM 941848103 3,323 12,329 SH   SOLE 0 12,329 0 0
WELLS FARGO CO NEW COM 949746101 1,362 33,861 SH   SOLE 0 33,861 0 0
WESTERN ALLIANCE BANCORP COM 957638109 20,631 313,834 SH   SOLE 0 313,834 0 0
WESTERN UN CO COM 959802109 135 10,000 SH   SOLE 0 10,000 0 0
XYLEM INC COM 98419M100 32,128 367,769 SH   SOLE 0 367,769 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 19,862 75,805 SH   SOLE 0 75,805 0 0
ZIFF DAVIS INC COM 48123V102 16,834 245,820 SH   SOLE 0 245,820 0 0