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   3,222,311 29,275 SH   SOLE 0 29,275 0 0
ABBVIE INC COM 00287Y109   2,745,156 17,714 SH   SOLE 0 17,714 0 0
ACI WORLDWIDE INC COM 004498101   2,232,148 72,946 SH   SOLE 0 72,946 0 0
ALPHABET INC CAP STK CL A 02079K305   574,126 4,110 SH   SOLE 0 4,110 0 0
ALPHABET INC CAP STK CL C 02079K107   310,751 2,205 SH   SOLE 0 2,205 0 0
AMAZON COM INC COM 023135106   236,419 1,556 SH   SOLE 0 1,556 0 0
AMERICAN EXPRESS CO COM 025816109   374,680 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,131,154 8,570 SH   SOLE 0 8,570 0 0
AMETEK INC COM 031100100   80,504,479 488,231 SH   SOLE 0 488,231 0 0
AMGEN INC COM 031162100   1,573,741 5,464 SH   SOLE 0 5,464 0 0
AMPHENOL CORP NEW CL A 032095101   80,801,039 815,102 SH   SOLE 0 815,102 0 0
APPLE INC COM 037833100   4,900,920 25,455 SH   SOLE 0 25,455 0 0
APPLIED MATLS INC COM 038222105   649,901 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103   44,979,137 363,850 SH   SOLE 0 363,850 0 0
ASSURANT INC COM 04621X108   29,426,610 174,649 SH   SOLE 0 174,649 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,325,880 14,276 SH   SOLE 0 14,276 0 0
BANK AMERICA CORP COM 060505104   346,229 10,283 SH   SOLE 0 10,283 0 0
BECTON DICKINSON & CO COM 075887109   1,160,875 4,761 SH   SOLE 0 4,761 0 0
BERKLEY W R CORP COM 084423102   200,491 2,835 SH   SOLE 0 2,835 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,416,297 3,971 SH   SOLE 0 3,971 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   475,145 5,500 SH   SOLE 0 5,500 0 0
CANADIAN NATL RY CO COM 136375102   738,076 5,875 SH   SOLE 0 5,875 0 0
CAPITAL ONE FINL CORP COM 14040H105   583,222 4,448 SH   SOLE 0 4,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   616,439 10,730 SH   SOLE 0 10,730 0 0
CATALENT INC COM 148806102   8,628,492 192,043 SH   SOLE 0 192,043 0 0
CATERPILLAR INC COM 149123101   549,260 1,858 SH   SOLE 0 1,858 0 0
CHARLES RIV LABS INTL INC COM 159864107   33,782,506 142,904 SH   SOLE 0 142,904 0 0
CHEVRON CORP NEW COM 166764100   816,353 5,473 SH   SOLE 0 5,473 0 0
CHURCH & DWIGHT CO INC COM 171340102   41,349,953 437,288 SH   SOLE 0 437,288 0 0
CISCO SYS INC COM 17275R102   252,531 4,999 SH   SOLE 0 4,999 0 0
COCA COLA CO COM 191216100   650,823 11,044 SH   SOLE 0 11,044 0 0
COLGATE PALMOLIVE CO COM 194162103   210,036 2,635 SH   SOLE 0 2,635 0 0
COMFORT SYS USA INC COM 199908104   16,097,380 78,268 SH   SOLE 0 78,268 0 0
COMMERCE BANCSHARES INC COM 200525103   15,091,802 282,565 SH   SOLE 0 282,565 0 0
CONMED CORP COM 207410101   21,072,571 192,426 SH   SOLE 0 192,426 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,010,295 9,105 SH   SOLE 0 9,105 0 0
CSW INDUSTRIALS INC COM 126402106   26,309,336 126,847 SH   SOLE 0 126,847 0 0
CSX CORP COM 126408103   478,446 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102   60,982,757 263,607 SH   SOLE 0 263,607 0 0
DONALDSON INC COM 257651109   44,562,165 681,900 SH   SOLE 0 681,900 0 0
EATON CORP PLC SHS G29183103   887,181 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100   8,568,522 43,199 SH   SOLE 0 43,199 0 0
ELI LILLY & CO COM 532457108   224,424 385 SH   SOLE 0 385 0 0
EMERSON ELEC CO COM 291011104   321,189 3,300 SH   SOLE 0 3,300 0 0
EXXON MOBIL CORP COM 30231G102   3,981,704 39,825 SH   SOLE 0 39,825 0 0
FASTENAL CO COM 311900104   34,460,101 532,038 SH   SOLE 0 532,038 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   21,185,867 352,686 SH   SOLE 0 352,686 0 0
FIFTH THIRD BANCORP COM 316773100   627,718 18,200 SH   SOLE 0 18,200 0 0
FISERV INC COM 337738108   70,092,495 527,646 SH   SOLE 0 527,646 0 0
FORTIVE CORP COM 34959J108   20,921,449 284,143 SH   SOLE 0 284,143 0 0
GALLAGHER ARTHUR J & CO COM 363576109   59,698,444 265,468 SH   SOLE 0 265,468 0 0
GENERAC HLDGS INC COM 368736104   16,099,685 124,572 SH   SOLE 0 124,572 0 0
GENERAL MLS INC COM 370334104   216,069 3,317 SH   SOLE 0 3,317 0 0
GRACO INC COM 384109104   48,867,483 563,249 SH   SOLE 0 563,249 0 0
HENRY SCHEIN INC COM 806407102   446,689 5,900 SH   SOLE 0 5,900 0 0
HOME DEPOT INC COM 437076102   1,238,916 3,575 SH   SOLE 0 3,575 0 0
HONEYWELL INTL INC COM 438516106   855,827 4,081 SH   SOLE 0 4,081 0 0
IDACORP INC COM 451107106   263,203 2,677 SH   SOLE 0 2,677 0 0
IDEX CORP COM 45167R104   61,801,992 284,658 SH   SOLE 0 284,658 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,916,440 11,134 SH   SOLE 0 11,134 0 0
INTEL CORP COM 458140100   896,410 17,839 SH   SOLE 0 17,839 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   600,556 3,672 SH   SOLE 0 3,672 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   862,571 5,466 SH   SOLE 0 5,466 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   334,578 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200   542,110 1,135 SH   SOLE 0 1,135 0 0
JOHNSON & JOHNSON COM 478160104   3,379,941 21,564 SH   SOLE 0 21,564 0 0
JPMORGAN CHASE & CO COM 46625H100   4,452,878 26,178 SH   SOLE 0 26,178 0 0
KADANT INC COM 48282T104   16,421,681 58,584 SH   SOLE 0 58,584 0 0
LANDSTAR SYS INC COM 515098101   50,911,941 262,907 SH   SOLE 0 262,907 0 0
M & T BK CORP COM 55261F104   1,115,420 8,137 SH   SOLE 0 8,137 0 0
MASTERCARD INCORPORATED CL A 57636Q104   343,767 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101   838,448 2,828 SH   SOLE 0 2,828 0 0
MERCK & CO INC COM 58933Y105   517,300 4,745 SH   SOLE 0 4,745 0 0
MICRON TECHNOLOGY INC COM 595112103   1,527,637 17,901 SH   SOLE 0 17,901 0 0
MICROSOFT CORP COM 594918104   4,924,156 13,095 SH   SOLE 0 13,095 0 0
MIDDLEBY CORP COM 596278101   537,171 3,650 SH   SOLE 0 3,650 0 0
MSA SAFETY INC COM 553498106   15,337,193 90,844 SH   SOLE 0 90,844 0 0
MSC INDL DIRECT INC CL A 553530106   11,166,345 110,274 SH   SOLE 0 110,274 0 0
NORDSON CORP COM 655663102   44,380,993 168,008 SH   SOLE 0 168,008 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,722,434 62,996 SH   SOLE 0 62,996 0 0
OTIS WORLDWIDE CORP COM 68902V107   282,815 3,161 SH   SOLE 0 3,161 0 0
PAYCHEX INC COM 704326107   336,605 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104   30,242,852 415,938 SH   SOLE 0 415,938 0 0
PEPSICO INC COM 713448108   1,214,016 7,148 SH   SOLE 0 7,148 0 0
PERFICIENT INC COM 71375U101   25,534,079 387,938 SH   SOLE 0 387,938 0 0
PFIZER INC COM 717081103   298,034 10,352 SH   SOLE 0 10,352 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,139,851 7,361 SH   SOLE 0 7,361 0 0
PROCTER AND GAMBLE CO COM 742718109   2,530,453 17,268 SH   SOLE 0 17,268 0 0
QUEST DIAGNOSTICS INC COM 74834L100   475,686 3,450 SH   SOLE 0 3,450 0 0
RBC BEARINGS INC COM 75524B104   32,531,019 114,188 SH   SOLE 0 114,188 0 0
REGAL REXNORD CORPORATION COM 758750103   28,257,131 190,901 SH   SOLE 0 190,901 0 0
REPUBLIC SVCS INC COM 760759100   216,857 1,315 SH   SOLE 0 1,315 0 0
ROPER TECHNOLOGIES INC COM 776696106   57,648,563 105,744 SH   SOLE 0 105,744 0 0
ROSS STORES INC COM 778296103   1,300,866 9,400 SH   SOLE 0 9,400 0 0
ROYAL BK CDA COM 780087102   480,266 4,749 SH   SOLE 0 4,749 0 0
RPM INTL INC COM 749685103   44,081,407 394,889 SH   SOLE 0 394,889 0 0
RTX CORPORATION COM 75513E101   903,495 10,738 SH   SOLE 0 10,738 0 0
S&P GLOBAL INC COM 78409V104   8,905,115 20,215 SH   SOLE 0 20,215 0 0
SELECTIVE INS GROUP INC COM 816300107   1,100,846 11,066 SH   SOLE 0 11,066 0 0
SNAP ON INC COM 833034101   2,101,600 7,276 SH   SOLE 0 7,276 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,009,882 2,125 SH   SOLE 0 2,125 0 0
STARBUCKS CORP COM 855244109   200,850 2,092 SH   SOLE 0 2,092 0 0
STRYKER CORPORATION COM 863667101   226,392 756 SH   SOLE 0 756 0 0
TELEFLEX INCORPORATED COM 879369106   19,687,388 78,958 SH   SOLE 0 78,958 0 0
TESLA INC COM 88160R101   533,735 2,148 SH   SOLE 0 2,148 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,118,382 41,671 SH   SOLE 0 41,671 0 0
TRAVELERS COMPANIES INC COM 89417E109   346,692 1,820 SH   SOLE 0 1,820 0 0
TRUIST FINL CORP COM 89832Q109   265,012 7,178 SH   SOLE 0 7,178 0 0
UFP TECHNOLOGIES INC COM 902673102   12,104,734 70,360 SH   SOLE 0 70,360 0 0
UNION PAC CORP COM 907818108   639,349 2,603 SH   SOLE 0 2,603 0 0
US BANCORP DEL COM NEW 902973304   3,431,332 79,282 SH   SOLE 0 79,282 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   14,366,132 186,525 SH   SOLE 0 186,525 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   1,724,355 22,576 SH   SOLE 0 22,576 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   3,472,737 47,216 SH   SOLE 0 47,216 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   3,937,344 79,639 SH   SOLE 0 79,639 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   510,182 1,168 SH   SOLE 0 1,168 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,970,124 8,305 SH   SOLE 0 8,305 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   543,276 6,684 SH   SOLE 0 6,684 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   8,838,483 114,237 SH   SOLE 0 114,237 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,081,049 52,821 SH   SOLE 0 52,821 0 0
VERALTO CORP COM SHS 92338C103   7,097,969 86,287 SH   SOLE 0 86,287 0 0
VERISK ANALYTICS INC COM 92345Y106   51,627,536 216,141 SH   SOLE 0 216,141 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   267,218 7,088 SH   SOLE 0 7,088 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   56,131,395 1,168,674 SH   SOLE 0 1,168,674 0 0
VISA INC COM CL A 92826C839   1,208,284 4,641 SH   SOLE 0 4,641 0 0
VONTIER CORPORATION COM 928881101   5,012,963 145,093 SH   SOLE 0 145,093 0 0
WABTEC COM 929740108   1,195,398 9,420 SH   SOLE 0 9,420 0 0
WALMART INC COM 931142103   1,249,332 7,925 SH   SOLE 0 7,925 0 0
WATERS CORP COM 941848103   3,775,939 11,469 SH   SOLE 0 11,469 0 0
WELLS FARGO CO NEW COM 949746101   1,326,134 26,943 SH   SOLE 0 26,943 0 0
WINMARK CORP COM 974250102   10,724,772 25,685 SH   SOLE 0 25,685 0 0
XYLEM INC COM 98419M100   42,504,410 371,672 SH   SOLE 0 371,672 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   17,460,047 63,879 SH   SOLE 0 63,879 0 0
ZIFF DAVIS INC COM 48123V102   20,291,918 302,008 SH   SOLE 0 302,008 0 0