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
3M CO COM 88579Y101   1,187,215 10,860 SH   SOLE   10,860 0 0
ABBOTT LABS COM 002824100   2,226,276 20,226 SH   SOLE   20,226 0 0
ABBVIE INC COM 00287Y109   4,028,135 25,993 SH   SOLE   25,993 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   743,929 2,120 SH   SOLE   2,038 0 82
ADOBE INC COM 00724F101   2,390,576 4,007 SH   SOLE   3,857 0 150
ADVANCED MICRO DEVICES INC COM 007903107   1,702,880 11,552 SH   SOLE   11,552 0 0
AIRBNB INC COM CL A 009066101   349,880 2,570 SH   SOLE   2,570 0 0
ALCOA CORP COM 013872106   329,800 9,700 SH   SOLE   9,700 0 0
ALLIANT ENERGY CORP COM 018802108   303,901 5,924 SH   SOLE   5,924 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,184,516 20,370 SH   SOLE   19,190 0 1,180
ALPHABET INC CAP STK CL A 02079K305   10,119,144 72,440 SH   SOLE   67,850 0 4,590
ALPHABET INC CAP STK CL C 02079K107   1,194,382 8,475 SH   SOLE   8,475 0 0
AMAZON COM INC COM 023135106   4,152,064 27,327 SH   SOLE   26,777 0 550
AMERICAN EXPRESS CO COM 025816109   515,185 2,750 SH   SOLE   2,750 0 0
AMETEK INC COM 031100100   7,680,576 46,580 SH   SOLE   40,010 0 6,570
AMPHENOL CORP NEW CL A 032095101   2,251,837 22,716 SH   SOLE   21,836 0 880
APPLE INC COM 037833100   31,567,354 163,961 SH   SOLE   155,659 0 8,302
ARISTA NETWORKS INC COM 040413106   7,875,925 33,442 SH   SOLE   30,232 0 3,210
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,902,571 6,477 SH   SOLE   6,435 0 42
ASTRAZENECA PLC SPONSORED ADR 046353108   1,123,465 16,681 SH   SOLE   16,307 0 374
AT&T INC COM 00206R102   213,945 12,750 SH   SOLE   12,750 0 0
ATKORE INC COM 047649108   220,480 1,378 SH   SOLE   1,378 0 0
BADGER METER INC COM 056525108   903,991 5,856 SH   SOLE   5,856 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   4,314,687 473,621 SH   SOLE   460,831 0 12,790
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,861,856 22,043 SH   SOLE   22,043 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   502,838 9,800 SH   SOLE   9,800 0 0
BROADCOM INC COM 11135F101   1,802,744 1,615 SH   SOLE   1,615 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   10,099,752 37,081 SH   SOLE   33,441 0 3,640
CANADIAN NAT RES LTD COM 136385101   5,976,734 91,220 SH   SOLE   78,664 0 12,556
CANADIAN PACIFIC KANSAS CITY COM 13646K108   912,036 11,536 SH   SOLE   11,168 0 368
CATERPILLAR INC COM 149123101   792,691 2,681 SH   SOLE   2,681 0 0
CHEVRON CORP NEW COM 166764100   2,262,906 15,171 SH   SOLE   15,171 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,151,646 12,179 SH   SOLE   12,179 0 0
CINCINNATI FINL CORP COM 172062101   237,958 2,300 SH   SOLE   2,300 0 0
CINTAS CORP COM 172908105   315,794 524 SH   SOLE   524 0 0
COCA COLA CO COM 191216100   735,564 12,482 SH   SOLE   12,482 0 0
CONOCOPHILLIPS COM 20825C104   547,850 4,720 SH   SOLE   4,720 0 0
COPA HOLDINGS SA CL A P31076105   740,555 6,966 SH   SOLE   6,656 0 310
CORTEVA INC COM 22052L104   271,994 5,676 SH   SOLE   5,676 0 0
DEERE & CO COM 244199105   223,927 560 SH   SOLE   560 0 0
DIAMONDBACK ENERGY INC COM 25278X109   7,128,407 45,966 SH   SOLE   41,076 0 4,890
DISNEY WALT CO COM 254687106   391,588 4,337 SH   SOLE   4,337 0 0
DOMINION ENERGY INC COM 25746U109   887,548 18,884 SH   SOLE   18,884 0 0
DOW INC COM 260557103   414,700 7,562 SH   SOLE   7,562 0 0
DR REDDYS LABS LTD ADR 256135203   213,611 3,070 SH   SOLE   3,070 0 0
DUKE ENERGY CORP COM NEW 26441C204   347,500 3,581 SH   SOLE   3,581 0 0
DUPONT DE NEMOURS INC COM 26614N102   581,745 7,562 SH   SOLE   7,562 0 0
EATON CORP PLC SHS G29183103   4,852,764 20,151 SH   SOLE   17,607 0 2,544
ELI LILLY & CO COM 532457108   2,312,444 3,967 SH   SOLE   3,967 0 0
EQT CORP COM 26884L109   1,516,516 39,227 SH   SOLE   39,227 0 0
EXELON CORP COM 30161N101   305,150 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102   5,686,562 56,877 SH   SOLE   56,877 0 0
FASTENAL CO COM 311900104   3,099,763 47,858 SH   SOLE   47,858 0 0
FERRARI N V COM N3167Y103   6,245,049 18,453 SH   SOLE   16,069 0 2,384
FIDELITY NATL INFORMATION SV COM 31620M106   373,996 6,226 SH   SOLE   6,226 0 0
FISERV INC COM 337738108   5,750,245 43,287 SH   SOLE   42,757 0 530
FLEX LTD ORD Y2573F102   7,950,030 260,999 SH   SOLE   227,825 0 33,174
FORD MTR CO DEL COM 345370860   438,840 36,000 SH   SOLE   36,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   958,208 22,509 SH   SOLE   22,509 0 0
GENERAL MLS INC COM 370334104   716,540 11,000 SH   SOLE   11,000 0 0
GLOBANT S A COM L44385109   592,570 2,490 SH   SOLE   2,392 0 98
GRAINGER W W INC COM 384802104   12,291,959 14,833 SH   SOLE   13,643 0 1,190
HAEMONETICS CORP MASS COM 405024100   304,758 3,564 SH   SOLE   2,804 0 760
HDFC BANK LTD SPONSORED ADS 40415F101   9,413,520 140,270 SH   SOLE   125,436 0 14,834
HOME DEPOT INC COM 437076102   1,614,438 4,659 SH   SOLE   4,659 0 0
HONEYWELL INTL INC COM 438516106   2,063,127 9,838 SH   SOLE   9,838 0 0
HUBBELL INC COM 443510607   3,501,789 10,646 SH   SOLE   8,596 0 2,050
ICON PLC SHS G4705A100   741,077 2,618 SH   SOLE   2,502 0 116
IDEXX LABS INC COM 45168D104   366,888 661 SH   SOLE   661 0 0
INTEL CORP COM 458140100   1,095,450 21,800 SH   SOLE   21,800 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   2,302,842 25,256 SH   SOLE   24,120 0 1,136
INTERNATIONAL BUSINESS MACHS COM 459200101   1,132,747 6,926 SH   SOLE   6,926 0 0
INTUIT COM 461202103   235,011 376 SH   SOLE   376 0 0
ISHARES TR CORE S&P500 ETF 464287200   365,387 765 SH   SOLE   765 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   238,898 788 SH   SOLE   788 0 0
ISHARES TR SELECT DIVID ETF 464287168   1,133,517 9,670 SH   SOLE   9,670 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   360,580 51,882 SH   SOLE   51,882 0 0
JOHNSON & JOHNSON COM 478160104   509,092 3,248 SH   SOLE   3,248 0 0
JOHNSON CTLS INTL PLC SHS G51502105   780,561 13,542 SH   SOLE   13,144 0 398
JPMORGAN CHASE & CO COM 46625H100   2,038,308 11,983 SH   SOLE   11,983 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,362,924 8,567 SH   SOLE   8,567 0 0
KIMBERLY-CLARK CORP COM 494368103   2,327,281 19,153 SH   SOLE   19,153 0 0
LAM RESEARCH CORP COM 512807108   1,224,235 1,563 SH   SOLE   1,553 0 10
LAMB WESTON HLDGS INC COM 513272104   5,302,463 49,056 SH   SOLE   49,006 0 50
LINCOLN ELEC HLDGS INC COM 533900106   2,398,366 11,029 SH   SOLE   10,599 0 430
LINDE PLC SHS G54950103   1,327,415 3,232 SH   SOLE   3,142 0 90
LULULEMON ATHLETICA INC COM 550021109   3,325,941 6,505 SH   SOLE   6,439 0 66
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   418,352 4,400 SH   SOLE   4,400 0 0
MANHATTAN ASSOCIATES INC COM 562750109   5,193,949 24,122 SH   SOLE   20,382 0 3,740
MANPOWERGROUP INC WIS COM 56418H100   768,952 9,676 SH   SOLE   9,676 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,710,493 7,585 SH   SOLE   7,585 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,767,400 11,560 SH   SOLE   11,400 0 160
MASCO CORP COM 574599106   214,336 3,200 SH   SOLE   3,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,637,846 22,597 SH   SOLE   20,557 0 2,040
MCDONALDS CORP COM 580135101   497,544 1,678 SH   SOLE   1,678 0 0
MERCADOLIBRE INC COM 58733R102   5,556,965 3,536 SH   SOLE   3,110 0 426
MERCK & CO INC COM 58933Y105   3,458,660 31,725 SH   SOLE   31,015 0 710
META PLATFORMS INC CL A 30303M102   6,780,458 19,156 SH   SOLE   17,316 0 1,840
MICROSOFT CORP COM 594918104   20,769,933 55,233 SH   SOLE   51,703 0 3,530
MSA SAFETY INC COM 553498106   1,667,196 9,875 SH   SOLE   6,525 0 3,350
NATIONAL PRESTO INDS INC COM 637215104   355,239 4,425 SH   SOLE   4,425 0 0
NICE LTD SPONSORED ADR 653656108   1,072,167 5,374 SH   SOLE   5,274 0 100
NOVARTIS AG SPONSORED ADR 66987V109   2,135,717 21,152 SH   SOLE   20,612 0 540
NOVO-NORDISK A S ADR 670100205   17,485,533 169,024 SH   SOLE   163,216 0 5,808
NVIDIA CORPORATION COM 67066G104   4,167,772 8,416 SH   SOLE   8,416 0 0
OMNICOM GROUP INC COM 681919106   640,174 7,400 SH   SOLE   7,400 0 0
ORACLE CORP COM 68389X105   253,032 2,400 SH   SOLE   2,400 0 0
ORANGE SPONSORED ADR 684060106   247,025 21,612 SH   SOLE   21,612 0 0
OWENS CORNING NEW COM 690742101   3,661,577 24,702 SH   SOLE   24,672 0 30
P3 HEALTH PARTNERS INC COM CL A 744413105   21,150 15,000 SH   SOLE   15,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   704,142 41,010 SH   SOLE   35,610 0 5,400
PARKER-HANNIFIN CORP COM 701094104   1,565,459 3,398 SH   SOLE   3,388 0 10
PEPSICO INC COM 713448108   4,670,600 27,500 SH   SOLE   27,500 0 0
PFIZER INC COM 717081103   372,974 12,955 SH   SOLE   12,955 0 0
PHILLIPS 66 COM 718546104   314,210 2,360 SH   SOLE   2,360 0 0
PPG INDS INC COM 693506107   1,692,607 11,318 SH   SOLE   11,318 0 0
PROCTER AND GAMBLE CO COM 742718109   4,024,135 27,461 SH   SOLE   27,461 0 0
PRUDENTIAL FINL INC COM 744320102   746,712 7,200 SH   SOLE   7,200 0 0
RELX PLC SPONSORED ADR 759530108   294,198 7,418 SH   SOLE   7,418 0 0
RIO TINTO PLC SPONSORED ADR 767204100   518,688 6,966 SH   SOLE   6,656 0 310
ROCKWELL AUTOMATION INC COM 773903109   877,727 2,827 SH   SOLE   2,827 0 0
S&P GLOBAL INC COM 78409V104   386,777 878 SH   SOLE   878 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   748,992 13,280 SH   SOLE   13,280 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   347,978 4,620 SH   SOLE   4,620 0 0
SHELL PLC SPON ADS 780259305   1,047,799 15,924 SH   SOLE   15,924 0 0
SIGNET JEWELERS LIMITED SHS G81276100   781,175 7,283 SH   SOLE   6,961 0 322
SMITH A O CORP COM 831865209   3,731,811 45,267 SH   SOLE   45,267 0 0
SMUCKER J M CO COM NEW 832696405   293,202 2,320 SH   SOLE   2,320 0 0
SNAP ON INC COM 833034101   3,225,476 11,167 SH   SOLE   11,167 0 0
SONY GROUP CORP SPONSORED ADR 835699307   1,456,048 15,377 SH   SOLE   15,099 0 278
SPDR SER TR S&P 600 SMCP VAL 78464A300   306,081 3,674 SH   SOLE   3,674 0 0
STARBUCKS CORP COM 855244109   1,243,522 12,952 SH   SOLE   12,952 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   4,330,931 86,394 SH   SOLE   85,904 0 490
SUPER MICRO COMPUTER INC COM 86800U104   4,052,695 14,257 SH   SOLE   14,227 0 30
TAPESTRY INC COM 876030107   1,032,889 28,060 SH   SOLE   28,060 0 0
TARGET CORP COM 87612E106   213,630 1,500 SH   SOLE   1,500 0 0
TERADYNE INC COM 880770102   412,376 3,800 SH   SOLE   3,800 0 0
TERNIUM SA SPONSORED ADS 880890108   642,656 15,132 SH   SOLE   14,468 0 664
TEXAS INSTRS INC COM 882508104   511,380 3,000 SH   SOLE   3,000 0 0
THE CIGNA GROUP COM 125523100   2,840,283 9,485 SH   SOLE   9,215 0 270
THERMO FISHER SCIENTIFIC INC COM 883556102   5,629,576 10,606 SH   SOLE   9,466 0 1,140
TOTALENERGIES SE SPONSORED ADS 89151E109   282,996 4,200 SH   SOLE   4,200 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   4,664,831 19,126 SH   SOLE   18,988 0 138
U S BANCORP DEL COM NEW 902973304   240,420 5,555 SH   SOLE   5,555 0 0
ULTA BEAUTY INC COM 90384S303   6,259,622 12,775 SH   SOLE   11,285 0 1,490
UNITED RENTALS INC COM 911363109   6,130,433 10,691 SH   SOLE   9,021 0 1,670
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,152,278 2,638 SH   SOLE   2,638 0 0
VISA INC COM CL A 92826C839   732,536 2,814 SH   SOLE   2,794 0 20
VISTEON CORP COM NEW 92839U206   306,879 2,457 SH   SOLE   2,457 0 0
WALMART INC COM 931142103   205,733 1,305 SH   SOLE   1,305 0 0
WEC ENERGY GROUP INC COM 92939U106   1,161,546 13,800 SH   SOLE   13,800 0 0
WELLS FARGO CO NEW COM 949746101   433,136 8,800 SH   SOLE   8,800 0 0
WNS HLDGS LTD SPON ADR 92932M101   415,350 6,572 SH   SOLE   6,285 0 287
XYLEM INC COM 98419M100   737,508 6,449 SH   SOLE   6,449 0 0
YUM BRANDS INC COM 988498101   577,909 4,423 SH   SOLE   4,423 0 0
ZOETIS INC CL A 98978V103   2,398,243 12,151 SH   SOLE   12,151 0 0