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 COMPANY COM 88579Y101 1,986 11,456 SH   SOLE   11,456 0 0
A O SMITH COM 831865209 3,172 67,267 SH   SOLE   67,267 0 0
ABBOTT LABORATORIES COM 002824100 1,871 22,247 SH   SOLE   22,247 0 0
ABBVIE INC COM 00287Y109 1,951 26,833 SH   SOLE   26,833 0 0
ADOBE INC COM COM 00724F101 4,456 15,123 SH   SOLE   12,863 0 2,260
AERCAP HOLDINGS NV SHS N00985106 200 3,848 SH   SOLE   3,848 0 0
ALIBABA GRP HLDG LTD SPONSORED ADS 01609W102 7,716 45,534 SH   SOLE   40,174 0 5,360
ALPHABET INC CAP STK CL C 02079K107 253 234 SH   SOLE   234 0 0
ALPHABET INC CAP STK CL A 02079K305 221 204 SH   SOLE   204 0 0
AMAZON COM INC COM 023135106 3,204 1,692 SH   SOLE   1,672 0 20
AMER ELECTRIC PWR CO COM 025537101 1,738 19,744 SH   SOLE   19,744 0 0
AMERICAN EXPRESS CO COM 025816109 346 2,800 SH   SOLE   2,800 0 0
AMETEK INC NEW COM 031100100 6,100 67,154 SH   SOLE   58,784 0 8,370
APPLE INC COM 037833100 10,839 54,764 SH   SOLE   48,386 0 6,378
ASML HOLDING NV N Y REGISTRY SHS N07059210 393 1,889 SH   SOLE   1,889 0 0
ATLASSIAN CORP PLC CL A G06242104 1,397 10,678 SH   SOLE   10,678 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 3,068 312,427 SH   SOLE   302,347 0 10,080
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,685 21,980 SH   SOLE   21,980 0 0
BOEING CO COM 097023105 1,420 3,900 SH   SOLE   3,900 0 0
BP PLC SPONSORED ADR 055622104 584 13,997 SH   SOLE   13,997 0 0
BRISTOL-MYERS SQUIBB COM 110122108 467 10,300 SH   SOLE   10,300 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 218 6,300 SH   SOLE   6,300 0 0
CANADIAN PAC RY LTD COM 13645T100 4,307 18,307 SH   SOLE   17,837 0 470
CATERPILLAR INC COM 149123101 859 6,300 SH   SOLE   6,300 0 0
CHARLES SCHWAB CORP COM 808513105 437 10,880 SH   SOLE   10,880 0 0
CHEVRON CORPORATION COM 166764100 2,033 16,337 SH   SOLE   16,337 0 0
CHURCH & DWIGHT INC COM 171340102 5,661 77,490 SH   SOLE   69,400 0 8,090
CIGNA CORP NEW COM 125523100 725 4,601 SH   SOLE   4,601 0 0
CINCINNATI FINANCIAL COM 172062101 238 2,300 SH   SOLE   2,300 0 0
CINTAS CORP COM 172908105 5,865 24,715 SH   SOLE   21,535 0 3,180
CISCO SYSTEMS INC COM 17275R102 7,251 132,488 SH   SOLE   119,748 0 12,740
CITIZENS FINL GROUP COM 174610105 3,847 108,788 SH   SOLE   105,188 0 3,600
COCA COLA COMPANY COM 191216100 521 10,222 SH   SOLE   10,222 0 0
COMCAST CORP NEW CL A 20030N101 373 8,830 SH   SOLE   8,830 0 0
CONOCOPHILLIPS COM 20825C104 365 5,984 SH   SOLE   5,984 0 0
CORTEVA INC COM 22052L104 226 7,658 SH   SOLE   7,658 0 0
CREDICORP LTD COM G2519Y108 437 1,910 SH   SOLE   1,910 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 912 7,134 SH   SOLE   5,434 0 1,700
DARDEN RESTAURANTS INC COM 237194105 584 4,800 SH   SOLE   4,800 0 0
DIAMONDBACK ENERGY COM 25278X109 3,697 33,925 SH   SOLE   30,045 0 3,880
DOMINION ENERGY INC COM 25746U109 1,460 18,884 SH   SOLE   18,884 0 0
DOW INC COM 260557103 378 7,658 SH   SOLE   7,658 0 0
DTE ENERGY CO COM 233331107 1,358 10,620 SH   SOLE   10,620 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 417 4,722 SH   SOLE   4,722 0 0
DUPONT DE NEMOURS INC COM 26614N102 575 7,658 SH   SOLE   7,658 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,172 60,474 SH   SOLE   53,894 0 6,580
ELI LILLY & COMPANY COM 532457108 1,714 15,471 SH   SOLE   15,471 0 0
EURONET WORLDWIDE INC COM 298736109 265 1,576 SH   SOLE   1,576 0 0
EXACT SCIENCES CORP COM 30063P105 511 4,328 SH   SOLE   4,328 0 0
EXELON CORP COM 30161N101 407 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102 4,443 57,986 SH   SOLE   57,986 0 0
FASTENAL CO COM 311900104 1,606 49,264 SH   SOLE   49,264 0 0
FERRARI N V COM N3167Y103 1,711 10,534 SH   SOLE   9,724 0 810
FIDELITY NATL INFO COM 31620M106 1,519 12,382 SH   SOLE   12,382 0 0
FISERV INC COM 337738108 4,618 50,660 SH   SOLE   50,660 0 0
FORD MOTOR COMPANY COM 345370860 153 15,000 SH   SOLE   15,000 0 0
GENERAL MILLS INC COM 370334104 520 9,910 SH   SOLE   9,910 0 0
GENERAL MOTORS CO COM 37045V100 636 16,500 SH   SOLE   16,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 444 11,100 SH   SOLE   11,100 0 0
HDFC BANK LIMITD SPONSORED ADS 40415F101 14,972 115,130 SH   SOLE   102,530 0 12,600
HOME DEPOT INC COM 437076102 5,592 26,889 SH   SOLE   26,889 0 0
HONEYWELL INTL INC COM 438516106 1,573 9,012 SH   SOLE   9,012 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 376 10,369 SH   SOLE   10,369 0 0
HUNTINGTON BANCSHARES COM 446150104 310 22,400 SH   SOLE   22,400 0 0
IBM CORP COM 459200101 770 5,586 SH   SOLE   5,586 0 0
ICON PLC SHS G4705A100 453 2,941 SH   SOLE   2,941 0 0
ILLUMINA INC COM 452327109 1,312 3,563 SH   SOLE   3,563 0 0
INGERSOLL RAND PLC SHS G47791101 2,575 20,327 SH   SOLE   20,327 0 0
INSPERITY INC COM 45778Q107 1,079 8,838 SH   SOLE   8,538 0 300
INTEL CORP COM 458140100 546 11,396 SH   SOLE   11,396 0 0
INTERNATIONAL FLAV&FRA COM 459506101 435 3,000 SH   SOLE   3,000 0 0
IQVIA HLDGS INC COM 46266C105 248 1,540 SH   SOLE   1,540 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 1,004 22,958 SH   SOLE   22,958 0 0
ISHARES TR SELECT DIVID ETF 464287168 963 9,670 SH   SOLE   9,670 0 0
J M SMUCKER CO COM NEW 832696405 297 2,578 SH   SOLE   2,578 0 0
JOHNSON & JOHNSON COM 478160104 713 5,121 SH   SOLE   5,121 0 0
JPMORGAN CHASE & CO COM 46625H100 1,521 13,605 SH   SOLE   13,605 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 7,506 83,575 SH   SOLE   82,145 0 1,430
KIMBERLY-CLARK CORP COM 494368103 2,518 18,896 SH   SOLE   18,896 0 0
KOHLS CORP COM 500255104 319 6,700 SH   SOLE   6,700 0 0
LAM RESEARCH CORP COM 512807108 683 3,634 SH   SOLE   3,634 0 0
LAMB WESTON HLDGS INC COM 513272104 1,145 18,070 SH   SOLE   11,110 0 6,960
LIVE NATION INC COM 538034109 288 4,350 SH   SOLE   4,350 0 0
LULULEMON ATHLETICA COM 550021109 2,361 13,102 SH   SOLE   13,102 0 0
MANPOWERGROUP COM 56418H100 935 9,677 SH   SOLE   9,677 0 0
MASTERCARD INC CL A 57636Q104 8,006 30,264 SH   SOLE   23,994 0 6,270
MEDICAL PPTYS TR INC COM 58463J304 586 33,586 SH   SOLE   33,586 0 0
MERCADOLIBRE INC COM 58733R102 1,298 2,122 SH   SOLE   2,032 0 90
MERCK & CO INC COM 58933Y105 1,843 21,981 SH   SOLE   21,981 0 0
MICROSOFT CORP COM 594918104 11,772 87,880 SH   SOLE   80,710 0 7,170
MOTOROLA SOLUTIONS INC COM NEW 620076307 803 4,819 SH   SOLE   4,819 0 0
NATIONAL PRESTO INDS COM 637215104 507 5,437 SH   SOLE   5,437 0 0
NETFLIX INC COM 64110L106 1,095 2,980 SH   SOLE   2,980 0 0
NEWMONT MINING CORP COM 651639106 278 7,230 SH   SOLE   7,230 0 0
NICE LTD SPONSORED ADR 653656108 312 2,276 SH   SOLE   2,276 0 0
NOVO-NORDISK A-S ADR 670100205 2,099 41,130 SH   SOLE   41,130 0 0
ONEOK INC NEW COM 682680103 255 3,700 SH   SOLE   3,700 0 0
PAYPAL HLDGS INC COM 70450Y103 6,883 60,132 SH   SOLE   52,882 0 7,250
PEPSICO INCORPORATED COM 713448108 3,283 25,037 SH   SOLE   25,037 0 0
PFIZER INCORPORATED COM 717081103 510 11,763 SH   SOLE   11,763 0 0
PHILLIPS 66 COM 718546104 230 2,457 SH   SOLE   2,457 0 0
PPG INDS INC COM 693506107 1,182 10,128 SH   SOLE   10,128 0 0
PROCTER & GAMBLE COM 742718109 3,121 28,464 SH   SOLE   28,464 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,231 115,484 SH   SOLE   103,844 0 11,640
ROCKWELL AUTOMATION COM 773903109 402 2,456 SH   SOLE   2,456 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,583 24,328 SH   SOLE   24,328 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 397 4,768 SH   SOLE   4,768 0 0
SIMON PROPERTY GROUP COM 828806109 2,287 14,314 SH   SOLE   14,314 0 0
SNAP ON INC COM 833034101 1,776 10,723 SH   SOLE   10,723 0 0
SONY CORP SPONSORED ADR 835699307 1,638 31,259 SH   SOLE   31,259 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 218 2,280 SH   SOLE   2,280 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 308 1,051 SH   SOLE   1,011 0 40
STARBUCKS CORP COM 855244109 964 11,498 SH   SOLE   11,498 0 0
STERIS PLC SHS USD G8473T100 1,976 13,270 SH   SOLE   13,270 0 0
STRYKER CORP COM 863667101 6,420 31,231 SH   SOLE   27,671 0 3,560
TAL EDUCATION GROUP SPONSORED ADS 874080104 8,606 225,883 SH   SOLE   196,243 0 29,640
TAPESTRY INC COM COM 876030107 942 29,680 SH   SOLE   29,680 0 0
TARGET CORP COM COM 87612E106 537 6,195 SH   SOLE   6,195 0 0
TEXAS INSTRUMENTS INC COM 882508104 344 3,000 SH   SOLE   3,000 0 0
THERMO FISHER SCNTFC COM 883556102 10,377 35,333 SH   SOLE   32,063 0 3,270
TOTAL SA SPONSORED ADS 89151E109 616 11,046 SH   SOLE   11,046 0 0
TRACTOR SUPPLY CO COM 892356106 505 4,642 SH   SOLE   4,642 0 0
U S BANCORP COM NEW 902973304 658 12,548 SH   SOLE   12,548 0 0
UNION PACIFIC CORP COM 907818108 3,133 18,526 SH   SOLE   14,446 0 4,080
UNITED RENTALS INC COM 911363109 1,185 8,938 SH   SOLE   8,938 0 0
UNITEDHEALTH GRP INC COM 91324P102 304 1,245 SH   SOLE   1,245 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 260 2,340 SH   SOLE   2,340 0 0
VERIZON COMMUNICATN COM 92343V104 1,201 21,027 SH   SOLE   21,027 0 0
VMWARE INC CL A COM 928563402 450 2,690 SH   SOLE   2,690 0 0
W E C ENERGY GROUP INC COM 92939U106 1,179 14,141 SH   SOLE   14,141 0 0
WAL-MART STORES INC COM 931142103 291 2,631 SH   SOLE   2,631 0 0
WALT DISNEY CO COM DISNEY 254687106 1,257 9,003 SH   SOLE   9,003 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 314 5,304 SH   SOLE   5,304 0 0
WOODWARD INC COM 980745103 2,908 25,697 SH   SOLE   25,337 0 360
XCEL ENERGY INC COM 98389B100 1,443 24,250 SH   SOLE   24,250 0 0
YUM BRANDS INC COM 988498101 489 4,423 SH   SOLE   4,423 0 0
YUM CHINA HLDGS INC COM 98850P109 568 12,302 SH   SOLE   12,302 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 8,082 38,579 SH   SOLE   34,659 0 3,920
ZIMMER BIOMET HLDGS INC COM 98956P102 345 2,931 SH   SOLE   2,931 0 0
ZOETIS INC CL A 98978V103 7,717 67,994 SH   SOLE   61,404 0 6,590