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
ABBOTT LABS COM 002824100   3,138,680 28,790 SH   SOLE 0 28,790 0 0
ABBVIE INC COM 00287Y109   2,443,796 18,138 SH   SOLE 0 18,138 0 0
ACI WORLDWIDE INC COM 004498101   6,094,683 263,042 SH   SOLE 0 263,042 0 0
ALPHABET INC CAP STK CL A 02079K305   336,357 2,810 SH   SOLE 0 2,810 0 0
ALPHABET INC CAP STK CL C 02079K107   239,521 1,980 SH   SOLE 0 1,980 0 0
AMAZON COM INC COM 023135106   202,710 1,555 SH   SOLE 0 1,555 0 0
AMERICAN EXPRESS CO COM 025816109   348,400 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,129,866 7,915 SH   SOLE 0 7,915 0 0
AMETEK INC COM 031100100   79,024,943 488,170 SH   SOLE 0 488,170 0 0
AMGEN INC COM 031162100   1,210,009 5,450 SH   SOLE 0 5,450 0 0
AMPHENOL CORP NEW CL A 032095101   69,097,491 813,390 SH   SOLE 0 813,390 0 0
APPLE INC COM 037833100   4,693,471 24,197 SH   SOLE 0 24,197 0 0
APPLIED MATLS INC COM 038222105   579,605 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103   43,086,133 371,881 SH   SOLE 0 371,881 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   3,907,558 53,193 SH   SOLE 0 53,193 0 0
ASSURANT INC COM 04621X108   22,130,492 176,030 SH   SOLE 0 176,030 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,970,901 13,517 SH   SOLE 0 13,517 0 0
BANK AMERICA CORP COM 060505104   335,185 11,683 SH   SOLE 0 11,683 0 0
BECTON DICKINSON & CO COM 075887109   1,350,675 5,116 SH   SOLE 0 5,116 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,349,337 3,957 SH   SOLE 0 3,957 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   518,925 5,500 SH   SOLE 0 5,500 0 0
CANADIAN NATL RY CO COM 136375102   729,447 6,025 SH   SOLE 0 6,025 0 0
CAPITAL ONE FINL CORP COM 14040H105   486,478 4,448 SH   SOLE 0 4,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   471,499 9,485 SH   SOLE 0 9,485 0 0
CATALENT INC COM 148806102   8,464,349 195,211 SH   SOLE 0 195,211 0 0
CATERPILLAR INC COM 149123101   360,696 1,466 SH   SOLE 0 1,466 0 0
CHARLES RIV LABS INTL INC COM 159864107   26,146,690 124,360 SH   SOLE 0 124,360 0 0
CHEVRON CORP NEW COM 166764100   929,939 5,910 SH   SOLE 0 5,910 0 0
CHURCH & DWIGHT CO INC COM 171340102   43,308,681 432,093 SH   SOLE 0 432,093 0 0
CISCO SYS INC COM 17275R102   304,626 5,888 SH   SOLE 0 5,888 0 0
COCA COLA CO COM 191216100   672,407 11,166 SH   SOLE 0 11,166 0 0
COLGATE PALMOLIVE CO COM 194162103   270,410 3,510 SH   SOLE 0 3,510 0 0
COMFORT SYS USA INC COM 199908104   6,739,917 41,047 SH   SOLE 0 41,047 0 0
COMMERCE BANCSHARES INC COM 200525103   17,768,913 364,865 SH   SOLE 0 364,865 0 0
CONMED CORP COM 207410101   18,051,356 132,838 SH   SOLE 0 132,838 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,538,661 8,430 SH   SOLE 0 8,430 0 0
CSW INDUSTRIALS INC COM 126402106   20,970,519 126,184 SH   SOLE 0 126,184 0 0
CSX CORP COM 126408103   470,580 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102   63,426,104 264,275 SH   SOLE 0 264,275 0 0
DONALDSON INC COM 257651109   43,353,811 693,550 SH   SOLE 0 693,550 0 0
EATON CORP PLC SHS G29183103   740,852 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100   10,185,806 54,560 SH   SOLE 0 54,560 0 0
EMERSON ELEC CO COM 291011104   298,287 3,300 SH   SOLE 0 3,300 0 0
EXXON MOBIL CORP COM 30231G102   4,311,343 40,199 SH   SOLE 0 40,199 0 0
FASTENAL CO COM 311900104   31,406,158 532,398 SH   SOLE 0 532,398 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   18,962,156 346,657 SH   SOLE 0 346,657 0 0
FIFTH THIRD BANCORP COM 316773100   477,022 18,200 SH   SOLE 0 18,200 0 0
FISERV INC COM 337738108   65,733,233 521,072 SH   SOLE 0 521,072 0 0
FORTIVE CORP COM 34959J108   21,338,536 285,389 SH   SOLE 0 285,389 0 0
GALLAGHER ARTHUR J & CO COM 363576109   61,463,352 279,926 SH   SOLE 0 279,926 0 0
GENERAC HLDGS INC COM 368736104   18,996,925 127,385 SH   SOLE 0 127,385 0 0
GENERAL MLS INC COM 370334104   295,218 3,849 SH   SOLE 0 3,849 0 0
GRACO INC COM 384109104   48,744,834 564,503 SH   SOLE 0 564,503 0 0
HENRY SCHEIN INC COM 806407102   409,555 5,050 SH   SOLE 0 5,050 0 0
HOME DEPOT INC COM 437076102   959,567 3,089 SH   SOLE 0 3,089 0 0
HONEYWELL INTL INC COM 438516106   665,868 3,209 SH   SOLE 0 3,209 0 0
IDACORP INC COM 451107106   274,660 2,677 SH   SOLE 0 2,677 0 0
IDEX CORP COM 45167R104   60,861,506 282,735 SH   SOLE 0 282,735 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,843,819 11,368 SH   SOLE 0 11,368 0 0
INTEL CORP COM 458140100   630,444 18,853 SH   SOLE 0 18,853 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   479,307 3,582 SH   SOLE 0 3,582 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   723,257 4,833 SH   SOLE 0 4,833 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   301,816 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200   505,881 1,135 SH   SOLE 0 1,135 0 0
JOHNSON & JOHNSON COM 478160104   3,820,036 23,079 SH   SOLE 0 23,079 0 0
JPMORGAN CHASE & CO COM 46625H100   4,007,454 27,554 SH   SOLE 0 27,554 0 0
KADANT INC COM 48282T104   10,827,597 48,751 SH   SOLE 0 48,751 0 0
LANDSTAR SYS INC COM 515098101   50,961,295 264,679 SH   SOLE 0 264,679 0 0
M & T BK CORP COM 55261F104   1,323,984 10,698 SH   SOLE 0 10,698 0 0
MASTERCARD INCORPORATED CL A 57636Q104   317,000 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101   874,557 2,931 SH   SOLE 0 2,931 0 0
MERCK & CO INC COM 58933Y105   447,252 3,876 SH   SOLE 0 3,876 0 0
MICRON TECHNOLOGY INC COM 595112103   1,129,696 17,900 SH   SOLE 0 17,900 0 0
MICROSOFT CORP COM 594918104   4,517,261 13,265 SH   SOLE 0 13,265 0 0
MIDDLEBY CORP COM 596278101   687,410 4,650 SH   SOLE 0 4,650 0 0
MSA SAFETY INC COM 553498106   11,324,274 65,097 SH   SOLE 0 65,097 0 0
MSC INDL DIRECT INC CL A 553530106   10,472,511 109,913 SH   SOLE 0 109,913 0 0
NORDSON CORP COM 655663102   41,770,431 168,307 SH   SOLE 0 168,307 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,539,808 68,508 SH   SOLE 0 68,508 0 0
OTIS WORLDWIDE CORP COM 68902V107   281,361 3,161 SH   SOLE 0 3,161 0 0
PAYCHEX INC COM 704326107   316,145 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104   27,324,702 422,983 SH   SOLE 0 422,983 0 0
PEPSICO INC COM 713448108   1,399,893 7,558 SH   SOLE 0 7,558 0 0
PERFICIENT INC COM 71375U101   32,216,628 386,615 SH   SOLE 0 386,615 0 0
PFIZER INC COM 717081103   448,670 12,232 SH   SOLE 0 12,232 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   10,441,275 184,312 SH   SOLE 0 184,312 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,529,789 12,146 SH   SOLE 0 12,146 0 0
PROCTER AND GAMBLE CO COM 742718109   2,817,357 18,567 SH   SOLE 0 18,567 0 0
QUEST DIAGNOSTICS INC COM 74834L100   484,932 3,450 SH   SOLE 0 3,450 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,047,976 10,698 SH   SOLE 0 10,698 0 0
RBC BEARINGS INC COM 75524B104   20,373,459 93,684 SH   SOLE 0 93,684 0 0
REGAL REXNORD CORPORATION COM 758750103   29,686,919 192,897 SH   SOLE 0 192,897 0 0
REPUBLIC SVCS INC COM 760759100   201,419 1,315 SH   SOLE 0 1,315 0 0
ROPER TECHNOLOGIES INC COM 776696106   50,347,464 104,716 SH   SOLE 0 104,716 0 0
ROSS STORES INC COM 778296103   1,054,022 9,400 SH   SOLE 0 9,400 0 0
ROYAL BK CDA COM 780087102   453,577 4,749 SH   SOLE 0 4,749 0 0
RPM INTL INC COM 749685103   35,864,142 399,690 SH   SOLE 0 399,690 0 0
S&P GLOBAL INC COM 78409V104   8,358,026 20,849 SH   SOLE 0 20,849 0 0
SELECTIVE INS GROUP INC COM 816300107   1,134,897 11,828 SH   SOLE 0 11,828 0 0
SNAP ON INC COM 833034101   2,338,085 8,113 SH   SOLE 0 8,113 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   940,936 2,123 SH   SOLE 0 2,123 0 0
STARBUCKS CORP COM 855244109   203,269 2,052 SH   SOLE 0 2,052 0 0
STRYKER CORPORATION COM 863667101   230,648 756 SH   SOLE 0 756 0 0
TELEFLEX INCORPORATED COM 879369106   18,981,687 78,427 SH   SOLE 0 78,427 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,199,025 40,631 SH   SOLE 0 40,631 0 0
TRAVELERS COMPANIES INC COM 89417E109   317,798 1,830 SH   SOLE 0 1,830 0 0
TRUIST FINL CORP COM 89832Q109   260,494 8,583 SH   SOLE 0 8,583 0 0
UNION PAC CORP COM 907818108   532,626 2,603 SH   SOLE 0 2,603 0 0
US BANCORP DEL COM NEW 902973304   3,127,176 94,648 SH   SOLE 0 94,648 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   15,300,985 202,474 SH   SOLE 0 202,474 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   812,409 10,799 SH   SOLE 0 10,799 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   1,286,468 17,698 SH   SOLE 0 17,698 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   4,202,688 85,490 SH   SOLE 0 85,490 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   480,998 1,181 SH   SOLE 0 1,181 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,678,471 7,620 SH   SOLE 0 7,620 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   535,507 6,776 SH   SOLE 0 6,776 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   9,973,716 131,823 SH   SOLE 0 131,823 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,548,779 61,472 SH   SOLE 0 61,472 0 0
VERISK ANALYTICS INC COM 92345Y106   49,150,669 217,452 SH   SOLE 0 217,452 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   201,867 5,428 SH   SOLE 0 5,428 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   31,193,564 1,259,328 SH   SOLE 0 1,259,328 0 0
VISA INC COM CL A 92826C839   934,959 3,937 SH   SOLE 0 3,937 0 0
VONTIER CORPORATION COM 928881101   5,642,065 175,165 SH   SOLE 0 175,165 0 0
WABTEC COM 929740108   1,586,925 14,470 SH   SOLE 0 14,470 0 0
WALMART INC COM 931142103   1,267,141 8,062 SH   SOLE 0 8,062 0 0
WATERS CORP COM 941848103   3,095,862 11,615 SH   SOLE 0 11,615 0 0
WELLS FARGO CO NEW COM 949746101   1,348,389 31,593 SH   SOLE 0 31,593 0 0
WINMARK CORP COM 974250102   6,685,972 20,110 SH   SOLE 0 20,110 0 0
XYLEM INC COM 98419M100   41,030,957 364,331 SH   SOLE 0 364,331 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   23,550,435 79,608 SH   SOLE 0 79,608 0 0
ZIFF DAVIS INC COM 48123V102   21,595,785 308,247 SH   SOLE 0 308,247 0 0