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
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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 Common Stock 88579Y101   16,912,266 180,648 SH   SOLE 0 920 0 179,728
Abbott Laboratories Common Stock 002824100   41,906,123 432,691 SH   SOLE 0 372,499 0 60,192
AbbVie Common Stock 00287Y109   16,913,540 113,468 SH   SOLE 0 100,000 0 13,468
Accenture, Class A Common Stock G1151C101   5,171,732 16,840 SH   SOLE 0 9,200 0 7,640
Adobe Common Stock 00724F101   174,018,672 341,280 SH   SOLE 0 326,050 0 15,230
Advanced Micro Devices Common Stock 007903107   124,372,717 1,209,616 SH   SOLE 0 1,209,500 0 116
Agilent Technologies Common Stock 00846U101   101,871,486 911,031 SH   SOLE 0 900,000 0 11,031
Agnico-Eagle Mines Common Stock 008474108   1,701,784 37,443 SH   SOLE 0 21,000 0 16,443
Air Products & Chemicals Common Stock 009158106   31,509,829 111,185 SH   SOLE 0 110,000 0 1,185
Albemarle Corp Common Stock 012653101   510,120 3,000 SH   SOLE 0 3,000 0 0
Alcon Common Stock H01301128   1,993,619 25,871 SH   SOLE 0 24,550 0 1,321
Allegro MicroSystems, Inc. Common Stock 01749D105   391,041 12,243 SH   SOLE 0 0 0 12,243
Alphabet inc., C Common Stock 02079K107   643,824 4,883 SH   SOLE 0 0 0 4,883
Alphabet, Class A Common Stock 02079K305   151,041,229 1,154,220 SH   SOLE 0 1,109,680 0 44,540
Amazon.com Common Stock 023135106   3,553,640 27,955 SH   SOLE 0 26,980 0 975
Amgen Common Stock 031162100   127,253,022 473,482 SH   SOLE 0 472,700 0 782
ANAVEX LIFE SCIENCES CORP COM NEW Common Stock 032797300   82,137 12,540 SH   SOLE 0 0 0 12,540
Aon PLC Common Stock G0403H108   539,502 1,664 SH   SOLE 0 0 0 1,664
Apple Common Stock 037833100   378,468,673 2,210,552 SH   SOLE 0 2,027,628 0 182,924
ASML Holding NY Common Stock N07059210   187,683,645 318,832 SH   SOLE 0 317,725 0 1,107
AstraZeneca ADS ADR 046353108   72,770,084 1,074,573 SH   SOLE 0 1,040,000 0 34,573
ATS Corporation Common Stock 00217Y104   527,130 12,307 SH   SOLE 0 0 0 12,307
AutoZone Common Stock 053332102   101,957,739 40,141 SH   SOLE 0 40,045 0 96
Barrick Gold Common Stock 067901108   2,625,038 180,415 SH   SOLE 0 180,415 0 0
BHP Biliton ADR ADR 088606108   1,733,702 30,480 SH   SOLE 0 22,500 0 7,980
BioNTech SE Common Stock 09075V102   219,453 2,020 SH   SOLE 0 800 0 1,220
Booking Holdings Common Stock 09857L108   277,556 90 SH   SOLE 0 0 0 90
Boston Scientific Common Stock 101137107   1,210,440 22,925 SH   SOLE 0 22,000 0 925
Bristol-Myers Squibb Common Stock 110122108   39,797,796 685,696 SH   SOLE 0 653,200 0 32,496
Broadcom Ltd Common Stock 11135F101   42,877,862 51,624 SH   SOLE 0 50,000 0 1,624
Cameco Corp Common Stock 13321L108   712,489 17,974 SH   SOLE 0 0 0 17,974
Canadian National Railway Common Stock 136375102   44,198,640 408,000 SH   SOLE 0 396,000 0 12,000
Canadian Pacific Kansas City Ltd Common Stock 13646K108   585,458 7,868 SH   SOLE 0 2,018 0 5,850
Charles River Laboratories Common Stock 159864107   795,483 4,059 SH   SOLE 0 0 0 4,059
Chevron Corporation Common Stock 166764100   312,284 1,852 SH   SOLE 0 0 0 1,852
Chubb Common Stock H1467J104   659,931 3,170 SH   SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102   109,039,333 1,189,996 SH   SOLE 0 1,171,300 0 18,696
Cisco Systems Common Stock 17275R102   122,009,126 2,269,515 SH   SOLE 0 2,185,000 0 84,515
Clorox Common Stock 189054109   250,325 1,910 SH   SOLE 0 0 0 1,910
Colgate-Palmolive Common Stock 194162103   32,102,538 451,449 SH   SOLE 0 451,200 0 249
Comfort Systems USA Common Stock 199908104   1,638,322 9,614 SH   SOLE 0 0 0 9,614
ConocoPhillips Common Stock 20825C104   2,627,573 21,933 SH   SOLE 0 2,600 0 19,333
Corteva Common Stock 22052L104   69,265,115 1,353,892 SH   SOLE 0 1,313,500 0 40,392
Costco Wholesale Common Stock 22160K105   2,493,168 4,413 SH   SOLE 0 3,509 0 904
CrowdStrike Holdings Inc Class A Common Stock 22788C105   212,907 1,272 SH   SOLE 0 0 0 1,272
CSW Industrials, Inc. Common Stock 126402106   1,353,729 7,725 SH   SOLE 0 0 0 7,725
Darling International Common Stock 237266101   216,891 4,155 SH   SOLE 0 3,000 0 1,155
DermTech Inc. Common Stock 24984K105   40,005 27,781 SH   SOLE 0 0 0 27,781
Eaton Corp PLC Common Stock G29183103   25,808,586 121,008 SH   SOLE 0 108,875 0 12,133
Ecolab Common Stock 278865100   786,016 4,640 SH   SOLE 0 1,500 0 3,140
EDAP TMS S.A. Common Stock 268311107   226,528 32,269 SH   SOLE 0 0 0 32,269
Edwards Lifesciences Common Stock 28176E108   1,497,972 21,622 SH   SOLE 0 10,500 0 11,122
Elastic NV Common Stock N14506104   201,231 2,477 SH   SOLE 0 0 0 2,477
Elevance Health Common Stock 036752103   80,658,942 185,244 SH   SOLE 0 184,250 0 994
Eli Lilly Common Stock 532457108   408,343,951 760,233 SH   SOLE 0 748,700 0 11,533
Enphase Energy Common Stock 29355A107   1,514,611 12,606 SH   SOLE 0 6,000 0 6,606
Estee Lauder, Class A Common Stock 518439104   66,289,763 458,594 SH   SOLE 0 458,594 0 0
Exponent Common Stock 30214U102   645,681 7,543 SH   SOLE 0 0 0 7,543
Exxon Mobil Common Stock 30231G102   406,709 3,459 SH   SOLE 0 0 0 3,459
Fastenal Common Stock 311900104   31,836,980 582,668 SH   SOLE 0 568,500 0 14,168
First Solar Common Stock 336433107   914,276 5,658 SH   SOLE 0 0 0 5,658
Floor & Decor Holdings, Inc. Class Common Stock 339750101   2,089,917 23,093 SH   SOLE 0 1,900 0 21,193
Freeport-McMoRan Common Stock 35671D857   254,057 6,813 SH   SOLE 0 0 0 6,813
Gartner Common Stock 366651107   62,070,054 180,641 SH   SOLE 0 179,900 0 741
General Mills Common Stock 370334104   247,193 3,863 SH   SOLE 0 3,250 0 613
Genuine Parts Common Stock 372460105   56,975,091 394,619 SH   SOLE 0 382,000 0 12,619
GlaxoSmithKline ADS ADR 37733W204   955,985 26,372 SH   SOLE 0 15,700 0 10,672
Haleon Plc ADR ADR 405552100   95,795 11,500 SH   SOLE 0 11,500 0 0
Home Depot Common Stock 437076102   1,206,827 3,994 SH   SOLE 0 1,500 0 2,494
Honeywell International Common Stock 438516106   49,038,679 265,447 SH   SOLE 0 264,750 0 697
ICF International Common Stock 44925C103   1,353,072 11,200 SH   SOLE 0 0 0 11,200
Idacorp Common Stock 451107106   206,030 2,200 SH   SOLE 0 0 0 2,200
IDEXX Laboratories Common Stock 45168D104   36,293,410 83,000 SH   SOLE 0 83,000 0 0
Illinois Tool Works Common Stock 452308109   72,812,967 316,152 SH   SOLE 0 300,525 0 15,627
Infosys ADS ADR 456788108   2,506,615 146,500 SH   SOLE 0 146,500 0 0
Intuit Common Stock 461202103   152,353,622 298,183 SH   SOLE 0 285,600 0 12,583
Iovance Biotherapeutics Inc Common Stock 462260100   119,210 26,200 SH   SOLE 0 0 0 26,200
Jabil Inc Common Stock 466313103   2,918,470 23,000 SH   SOLE 0 23,000 0 0
Johnson & Johnson Common Stock 478160104   84,335,043 541,477 SH   SOLE 0 512,680 0 28,797
Johnson Controls International Common Stock G51502105   96,295,254 1,809,721 SH   SOLE 0 1,781,850 0 27,871
JP Morgan Chase Common Stock 46625H100   233,192 1,608 SH   SOLE 0 0 0 1,608
Juniper Networks Common Stock 48203R104   783,678 28,200 SH   SOLE 0 0 0 28,200
Kenvue Inc Common Stock 49177J102   10,548,767 525,337 SH   SOLE 0 504,608 0 20,729
Keysight Technologies Common Stock 49338L103   66,155,000 500,000 SH   SOLE 0 500,000 0 0
Kimberly-Clark Common Stock 494368103   28,393,708 234,950 SH   SOLE 0 230,000 0 4,950
Limbach Holdings, Inc Common Stock 53263P105   685,336 21,599 SH   SOLE 0 0 0 21,599
Lincoln Electric Holdings Common Stock 533900106   51,682,897 284,300 SH   SOLE 0 281,800 0 2,500
Linde Common Stock G54950103   50,661,941 136,060 SH   SOLE 0 136,060 0 0
Lowe's Common Stock 548661107   90,034,417 433,191 SH   SOLE 0 414,700 0 18,491
Lululemon Athletica Common Stock 550021109   82,973,246 215,174 SH   SOLE 0 212,800 0 2,374
Mastercard, Class A Common Stock 57636Q104   4,083,020 10,313 SH   SOLE 0 9,804 0 509
Matrix Service Company Common Stock 576853105   1,280,300 108,500 SH   SOLE 0 0 0 108,500
McCormick & Co Common Stock 579780206   42,359,610 560,016 SH   SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102   3,790,961 2,990 SH   SOLE 0 2,990 0 0
Merck & Co Common Stock 58933Y105   67,924,969 659,786 SH   SOLE 0 640,000 0 19,786
Meta Platforms Inc Cl A Common Stock 30303M102   405,884 1,352 SH   SOLE 0 0 0 1,352
Microchip Technology Common Stock 595017104   404,455 5,182 SH   SOLE 0 0 0 5,182
Micron Technology Common Stock 595112103   200,689 2,950 SH   SOLE 0 1,550 0 1,400
Microsoft Common Stock 594918104   315,487,612 999,169 SH   SOLE 0 970,408 0 28,761
Monolithic Power Systems Common Stock 609839105   648,186 1,403 SH   SOLE 0 1,100 0 303
Monster Beverage Common Stock 61174X109   1,751,692 33,082 SH   SOLE 0 32,200 0 882
Moody's Common Stock 615369105   1,798,691 5,689 SH   SOLE 0 0 0 5,689
Motorola Solutions Common Stock 620076307   86,375,218 317,276 SH   SOLE 0 316,900 0 376
Newmont Common Stock 651639106   775,950 21,000 SH   SOLE 0 1,500 0 19,500
NextEra Energy Common Stock 65339F101   294,757 5,145 SH   SOLE 0 4,000 0 1,145
NICE Systems ADR ADR 653656108   2,609,500 15,350 SH   SOLE 0 15,250 0 100
Nike, Class B Common Stock 654106103   1,994,920 20,863 SH   SOLE 0 10,276 0 10,587
Noble Corporation PLC ADR G65431127   223,518 4,413 SH   SOLE 0 0 0 4,413
Norfolk Southern Common Stock 655844108   45,041,830 228,720 SH   SOLE 0 223,800 0 4,920
Novartis ADS ADR 66987V109   33,558,897 329,461 SH   SOLE 0 313,775 0 15,686
Novo Nordisk ADS ADR 670100205   193,613,443 2,129,024 SH   SOLE 0 2,077,100 0 51,924
Nutrien Common Stock 67077M108   617,600 10,000 SH   SOLE 0 10,000 0 0
NVE Corporation Common Stock 629445206   582,290 7,089 SH   SOLE 0 0 0 7,089
NVIDIA Common Stock 67066G104   8,159,107 18,757 SH   SOLE 0 13,450 0 5,307
NXP Semiconductors Common Stock N6596X109   1,358,057 6,793 SH   SOLE 0 2,750 0 4,043
O'Reilly Automotive Common Stock 67103H107   3,356,420 3,693 SH   SOLE 0 1,460 0 2,233
ON Semiconductor Corporation Common Stock 682189105   445,881 4,797 SH   SOLE 0 0 0 4,797
Oracle Common Stock 68389X105   82,563,051 779,485 SH   SOLE 0 757,800 0 21,685
Orange ADR ADR 684060106   229,800 20,000 SH   SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105   696,287 2,970 SH   SOLE 0 0 0 2,970
Pfizer Common Stock 717081103   38,430,928 1,158,605 SH   SOLE 0 1,110,580 0 48,025
PPG Industries Common Stock 693506107   50,178,084 386,580 SH   SOLE 0 379,000 0 7,580
Procter & Gamble Common Stock 742718109   27,572,353 189,033 SH   SOLE 0 166,150 0 22,883
Prologis Inc Common Stock 74340W103   871,647 7,768 SH   SOLE 0 0 0 7,768
Public Storage International Common Stock 74460D109   1,285,978 4,880 SH   SOLE 0 0 0 4,880
Qualcomm Common Stock 747525103   5,391,963 48,550 SH   SOLE 0 25,300 0 23,250
Quanta Services Common Stock 74762E102   451,774 2,415 SH   SOLE 0 0 0 2,415
Quimica y Minera Chile ADS ADR 833635105   2,177,955 36,500 SH   SOLE 0 36,500 0 0
Raymond James Financial Common Stock 754730109   738,361 7,352 SH   SOLE 0 0 0 7,352
Republic Services Common Stock 760759100   713,120 5,004 SH   SOLE 0 950 0 4,054
Rio Tinto ADS ADR 767204100   4,919,372 77,300 SH   SOLE 0 73,800 0 3,500
Rockwell Automation Common Stock 773903109   85,846,761 300,300 SH   SOLE 0 300,000 0 300
Roper Technologies Common Stock 776696106   1,113,844 2,300 SH   SOLE 0 0 0 2,300
Ross Stores Common Stock 778296103   2,029,147 17,965 SH   SOLE 0 1,750 0 16,215
RPM International Common Stock 749685103   1,310,748 13,825 SH   SOLE 0 13,825 0 0
RxSight Common Stock 78349D107   315,798 11,323 SH   SOLE 0 0 0 11,323
Salesforce Inc. Common Stock 79466L302   1,210,597 5,970 SH   SOLE 0 0 0 5,970
Sanmina Common Stock 801056102   431,200 7,944 SH   SOLE 0 0 0 7,944
SAP ADS ADR 803054204   1,427,693 11,040 SH   SOLE 0 11,040 0 0
ServiceNow Common Stock 81762P102   84,248,128 150,723 SH   SOLE 0 150,000 0 723
Shell Plc ADR 780259305   566,480 8,799 SH   SOLE 0 7,750 0 1,049
SITIME CORP COM Common Stock 82982T106   236,498 2,070 SH   SOLE 0 0 0 2,070
SK Telecom ADR ADR 78440P306   236,060 11,000 SH   SOLE 0 11,000 0 0
Sony ADS ADR 835699307   1,536,947 18,650 SH   SOLE 0 18,650 0 0
Southern Copper Common Stock 84265V105   3,124,535 41,500 SH   SOLE 0 41,500 0 0
Splunk Common Stock 848637104   349,538 2,390 SH   SOLE 0 0 0 2,390
Starbucks Common Stock 855244109   304,203 3,333 SH   SOLE 0 3,213 0 120
STMicroelectronics (NY shares) ADR 861012102   4,069,556 94,290 SH   SOLE 0 40,300 0 53,990
Stryker Common Stock 863667101   85,767,976 313,858 SH   SOLE 0 303,000 0 10,858
Taiwan Semiconductor ADS ADR 874039100   184,369,995 2,121,634 SH   SOLE 0 2,083,676 0 37,958
TE Connectivity Common Stock H84989104   1,583,655 12,820 SH   SOLE 0 3,200 0 9,620
Telekomunikasi Indonesia ADS ADR 715684106   2,000,300 83,000 SH   SOLE 0 83,000 0 0
Telus Common Stock 87971M103   620,920 38,000 SH   SOLE 0 30,000 0 8,000
Texas Instruments Common Stock 882508104   42,594,486 267,873 SH   SOLE 0 256,600 0 11,273
TJX Companies Common Stock 872540109   109,648,678 1,233,671 SH   SOLE 0 1,176,700 0 56,971
Toronto-Dominion Bank Common Stock 891160509   271,170 4,500 SH   SOLE 0 0 0 4,500
Tractor Supply Common Stock 892356106   768,544 3,785 SH   SOLE 0 2,500 0 1,285
Trane Common Stock G8994E103   81,498,802 401,650 SH   SOLE 0 400,000 0 1,650
Trimble Common Stock 896239100   84,688,495 1,572,382 SH   SOLE 0 1,517,000 0 55,382
Tyler Technologies Common Stock 902252105   781,547 2,024 SH   SOLE 0 0 0 2,024
Unilever ADS ADR 904767704   26,723,276 540,957 SH   SOLE 0 513,600 0 27,357
Union Pacific Common Stock 907818108   73,047,375 358,726 SH   SOLE 0 350,000 0 8,726
United Parcel Service, Cl B Common Stock 911312106   32,006,190 205,339 SH   SOLE 0 190,000 0 15,339
UnitedHealth Group Common Stock 91324P102   1,155,603 2,292 SH   SOLE 0 300 0 1,992
Verizon Communications Common Stock 92343V104   202,887 6,260 SH   SOLE 0 6,000 0 260
VF Common Stock 918204108   487,692 27,600 SH   SOLE 0 26,000 0 1,600
Virtu Financial Common Stock 928254101   284,955 16,500 SH   SOLE 0 16,500 0 0
Visa Common Stock 92826C839   346,855 1,508 SH   SOLE 0 900 0 608
W.W. Grainger Common Stock 384802104   56,643,708 81,874 SH   SOLE 0 80,000 0 1,874
Watsco Common Stock 942622200   562,047 1,488 SH   SOLE 0 0 0 1,488
Woodside Energy Group Ltd ADR ADR 980228308   449,637 19,306 SH   SOLE 0 8,500 0 10,806
Zoetis Inc. Common Stock 98978V103   1,119,387 6,434 SH   SOLE 0 6,000 0 434
Zoura INC CL A Common Stock 98983V106   151,624 18,401 SH   SOLE 0 0 0 18,401
Zscaler Common Stock 98980G102   226,072 1,453 SH   SOLE 0 0 0 1,453