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
Abbott Laboratories Common Stock 002824100   48,202,979 424,098 SH   SOLE 0 366,424 0 57,674
AbbVie Common Stock 00287Y109   21,008,513 115,368 SH   SOLE 0 100,000 0 15,368
Accenture, Class A Common Stock G1151C101   5,879,545 16,963 SH   SOLE 0 9,200 0 7,763
Adobe Common Stock 00724F101   171,933,367 340,732 SH   SOLE 0 326,050 0 14,682
Advanced Micro Devices Common Stock 007903107   219,489,738 1,216,077 SH   SOLE 0 1,209,500 0 6,577
Agilent Technologies Common Stock 00846U101   132,515,084 910,694 SH   SOLE 0 900,000 0 10,694
Agnico-Eagle Mines Common Stock 008474108   1,475,502 24,736 SH   SOLE 0 6,150 0 18,586
Air Products & Chemicals Common Stock 009158106   26,918,620 111,110 SH   SOLE 0 110,000 0 1,110
Alcon Common Stock H01301128   2,062,760 24,766 SH   SOLE 0 24,550 0 216
Alphabet inc., C Common Stock 02079K107   338,474 2,223 SH   SOLE 0 0 0 2,223
Alphabet, Class A Common Stock 02079K305   215,400,353 1,427,154 SH   SOLE 0 1,379,180 0 47,974
Amazon.com Common Stock 023135106   5,168,969 28,656 SH   SOLE 0 26,980 0 1,676
Amgen Common Stock 031162100   131,915,097 463,967 SH   SOLE 0 463,225 0 742
Aon PLC Common Stock G0403H108   663,769 1,989 SH   SOLE 0 0 0 1,989
Apple Common Stock 037833100   376,531,563 2,195,775 SH   SOLE 0 2,024,348 0 171,427
ASML Holding NY Common Stock N07059210   309,432,419 318,848 SH   SOLE 0 317,725 0 1,123
AstraZeneca ADS ADR 046353108   113,083,490 1,669,129 SH   SOLE 0 1,611,000 0 58,129
AutoZone Common Stock 053332102   128,007,416 40,616 SH   SOLE 0 40,060 0 556
Barrick Gold Common Stock 067901108   2,408,474 144,740 SH   SOLE 0 144,740 0 0
BHP Biliton ADR ADR 088606108   1,453,788 25,200 SH   SOLE 0 22,500 0 2,700
Booking Holdings Common Stock 09857L108   275,719 76 SH   SOLE 0 0 0 76
Boston Scientific Common Stock 101137107   1,701,977 24,850 SH   SOLE 0 23,250 0 1,600
Bristol-Myers Squibb Common Stock 110122108   36,717,994 677,079 SH   SOLE 0 650,000 0 27,079
Broadcom Ltd Common Stock 11135F101   183,233,956 138,247 SH   SOLE 0 134,420 0 3,827
Camden Property Trust Common Stock 133131102   429,516 4,365 SH   SOLE 0 0 0 4,365
Cameco Corp Common Stock 13321L108   1,105,873 25,528 SH   SOLE 0 0 0 25,528
Canadian National Railway Common Stock 136375102   53,737,680 408,000 SH   SOLE 0 396,000 0 12,000
Canadian Pacific Kansas City Ltd Common Stock 13646K108   907,005 10,287 SH   SOLE 0 2,568 0 7,719
CGI Group Inc. ADR 12532H104   292,799 2,650 SH   SOLE 0 1,300 0 1,350
Chevron Corporation Common Stock 166764100   292,134 1,852 SH   SOLE 0 0 0 1,852
Chubb Common Stock H1467J104   821,442 3,170 SH   SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102   124,542,176 1,193,962 SH   SOLE 0 1,171,300 0 22,662
Cisco Systems Common Stock 17275R102   127,919,330 2,563,000 SH   SOLE 0 2,475,000 0 88,000
Clorox Common Stock 189054109   235,024 1,535 SH   SOLE 0 0 0 1,535
Colgate-Palmolive Common Stock 194162103   43,768,712 486,049 SH   SOLE 0 485,800 0 249
Comfort Systems USA Common Stock 199908104   2,560,425 8,059 SH   SOLE 0 0 0 8,059
Confluent Inc Common Stock 20717M103   265,524 8,700 SH   SOLE 0 0 0 8,700
ConocoPhillips Common Stock 20825C104   2,470,505 19,410 SH   SOLE 0 2,000 0 17,410
Corteva Common Stock 22052L104   2,336,615 40,517 SH   SOLE 0 35,500 0 5,017
Costco Wholesale Common Stock 22160K105   3,164,229 4,319 SH   SOLE 0 3,509 0 810
CRISPR Therapeutics AG Common Stock H17182108   744,989 10,930 SH   SOLE 0 0 0 10,930
CrowdStrike Holdings Inc Class A Common Stock 22788C105   408,111 1,273 SH   SOLE 0 0 0 1,273
CSW Industrials, Inc. Common Stock 126402106   1,785,071 7,609 SH   SOLE 0 0 0 7,609
Dominion Energy Common Stock 25746U109   332,033 6,750 SH   SOLE 0 6,750 0 0
Eaton Corp PLC Common Stock G29183103   38,895,203 124,393 SH   SOLE 0 108,875 0 15,518
Ecolab Common Stock 278865100   346,350 1,500 SH   SOLE 0 1,500 0 0
Edwards Lifesciences Common Stock 28176E108   2,160,707 22,611 SH   SOLE 0 10,500 0 12,111
Elastic NV Common Stock N14506104   239,473 2,389 SH   SOLE 0 0 0 2,389
Elevance Health Common Stock 036752103   108,830,657 209,879 SH   SOLE 0 209,250 0 629
Eli Lilly Common Stock 532457108   538,822,098 692,609 SH   SOLE 0 679,600 0 13,009
Enphase Energy Common Stock 29355A107   584,091 4,828 SH   SOLE 0 1,800 0 3,028
Equity Residential Property Trust Common Stock 29476L107   414,633 6,570 SH   SOLE 0 0 0 6,570
Estee Lauder, Class A Common Stock 518439104   44,193,880 286,694 SH   SOLE 0 286,694 0 0
Exponent Common Stock 30214U102   580,070 7,015 SH   SOLE 0 0 0 7,015
Exxon Mobil Common Stock 30231G102   402,655 3,464 SH   SOLE 0 0 0 3,464
Fastenal Common Stock 311900104   45,046,829 583,962 SH   SOLE 0 568,225 0 15,737
Ferguson PLC Common Stock G3421J106   31,758,848 145,396 SH   SOLE 0 133,835 0 11,561
First Solar Common Stock 336433107   851,258 5,043 SH   SOLE 0 0 0 5,043
Floor & Decor Holdings, Inc. Class Common Stock 339750101   3,031,034 23,384 SH   SOLE 0 1,900 0 21,484
Freeport-McMoRan Common Stock 35671D857   320,347 6,813 SH   SOLE 0 0 0 6,813
Gartner Common Stock 366651107   86,106,145 180,641 SH   SOLE 0 179,900 0 741
General Mills Common Stock 370334104   421,429 6,023 SH   SOLE 0 5,300 0 723
Genuine Parts Common Stock 372460105   59,183,260 382,000 SH   SOLE 0 382,000 0 0
GlaxoSmithKline ADS ADR 37733W204   1,287,901 30,042 SH   SOLE 0 23,200 0 6,842
Haleon Plc ADR ADR 405552100   97,635 11,500 SH   SOLE 0 11,500 0 0
Home Depot Common Stock 437076102   1,923,370 5,014 SH   SOLE 0 1,500 0 3,514
Honeywell International Common Stock 438516106   1,015,988 4,950 SH   SOLE 0 4,950 0 0
ICF International Common Stock 44925C103   1,687,056 11,200 SH   SOLE 0 0 0 11,200
IDEXX Laboratories Common Stock 45168D104   44,853,065 83,072 SH   SOLE 0 83,000 0 72
Illinois Tool Works Common Stock 452308109   84,832,261 316,149 SH   SOLE 0 300,525 0 15,624
Infosys ADS ADR 456788108   2,626,745 146,500 SH   SOLE 0 146,500 0 0
Intel Common Stock 458140100   205,611 4,655 SH   SOLE 0 0 0 4,655
Intuit Common Stock 461202103   193,835,850 298,209 SH   SOLE 0 285,600 0 12,609
Iovance Biotherapeutics Inc Common Stock 462260100   373,464 25,200 SH   SOLE 0 0 0 25,200
Jabil Inc Common Stock 466313103   3,080,850 23,000 SH   SOLE 0 23,000 0 0
JFROG LTD REGISTERED SHS ISIN# Common Stock M6191J100   498,227 11,267 SH   SOLE 0 0 0 11,267
Johnson & Johnson Common Stock 478160104   29,095,254 183,926 SH   SOLE 0 165,000 0 18,926
Johnson Controls International Common Stock G51502105   144,571,058 2,213,274 SH   SOLE 0 2,177,850 0 35,424
JP Morgan Chase Common Stock 46625H100   322,082 1,608 SH   SOLE 0 0 0 1,608
Kenvue Inc Common Stock 49177J102   18,645,285 868,839 SH   SOLE 0 844,289 0 24,550
Keysight Technologies Common Stock 49338L103   134,486,800 860,000 SH   SOLE 0 860,000 0 0
Kimberly-Clark Common Stock 494368103   37,427,423 289,350 SH   SOLE 0 287,000 0 2,350
Limbach Holdings, Inc Common Stock 53263P105   876,530 21,162 SH   SOLE 0 0 0 21,162
Lincoln Electric Holdings Common Stock 533900106   69,965,016 273,900 SH   SOLE 0 271,400 0 2,500
Linde Common Stock G54950103   63,175,379 136,060 SH   SOLE 0 136,060 0 0
Lowe's Common Stock 548661107   111,036,552 435,899 SH   SOLE 0 414,700 0 21,199
Lululemon Athletica Common Stock 550021109   91,882,443 235,204 SH   SOLE 0 232,950 0 2,254
Mastercard, Class A Common Stock 57636Q104   4,009,070 8,325 SH   SOLE 0 7,816 0 509
Matrix Service Company Common Stock 576853105   741,668 56,920 SH   SOLE 0 0 0 56,920
McCormick & Co Common Stock 579780206   43,014,829 560,016 SH   SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102   4,520,760 2,990 SH   SOLE 0 2,990 0 0
Merck & Co Common Stock 58933Y105   114,060,747 864,424 SH   SOLE 0 840,000 0 24,424
Meta Platforms Inc Cl A Common Stock 30303M102   1,422,264 2,929 SH   SOLE 0 0 0 2,929
Microchip Technology Common Stock 595017104   452,318 5,042 SH   SOLE 0 0 0 5,042
Micron Technology Common Stock 595112103   347,776 2,950 SH   SOLE 0 1,550 0 1,400
Microsoft Common Stock 594918104   466,918,842 1,109,809 SH   SOLE 0 1,080,808 0 29,001
Mid-America Apartment Communities Common Stock 59522J103   282,239 2,145 SH   SOLE 0 0 0 2,145
Monolithic Power Systems Common Stock 609839105   1,114,356 1,645 SH   SOLE 0 1,100 0 545
Monster Beverage Common Stock 61174X109   1,908,816 32,200 SH   SOLE 0 32,200 0 0
Moody's Common Stock 615369105   2,235,948 5,689 SH   SOLE 0 0 0 5,689
Motorola Solutions Common Stock 620076307   2,676,904 7,541 SH   SOLE 0 7,025 0 516
NextEra Energy Common Stock 65339F101   461,750 7,225 SH   SOLE 0 5,425 0 1,800
NICE Systems ADR ADR 653656108   3,997,129 15,337 SH   SOLE 0 15,250 0 87
Nike, Class B Common Stock 654106103   1,962,584 20,883 SH   SOLE 0 10,276 0 10,607
Norfolk Southern Common Stock 655844108   51,922,116 203,720 SH   SOLE 0 198,925 0 4,795
Novartis ADS ADR 66987V109   31,716,219 327,884 SH   SOLE 0 312,000 0 15,884
Novo Nordisk ADS ADR 670100205   274,736,324 2,139,691 SH   SOLE 0 2,075,550 0 64,141
NVE Corporation Common Stock 629445206   279,558 3,100 SH   SOLE 0 0 0 3,100
NVIDIA Common Stock 67066G104   147,580,262 163,332 SH   SOLE 0 154,150 0 9,182
NXP Semiconductors Common Stock N6596X109   1,674,430 6,758 SH   SOLE 0 2,910 0 3,848
O'Reilly Automotive Common Stock 67103H107   3,742,237 3,315 SH   SOLE 0 1,460 0 1,855
OpenText Common Stock 683715106   1,467,386 37,790 SH   SOLE 0 37,050 0 740
Oracle Common Stock 68389X105   120,701,789 960,925 SH   SOLE 0 920,600 0 40,325
Orange ADR ADR 684060106   235,400 20,000 SH   SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105   948,710 3,339 SH   SOLE 0 0 0 3,339
Parker Hannifin Common Stock 701094104   283,453 510 SH   SOLE 0 500 0 10
Pfizer Common Stock 717081103   30,559,133 1,101,230 SH   SOLE 0 1,100,000 0 1,230
Phillips 66 Common Stock 718546104   245,010 1,500 SH   SOLE 0 1,100 0 400
Potlatch Common Stock 737630103   410,250 8,725 SH   SOLE 0 0 0 8,725
PPG Industries Common Stock 693506107   56,015,442 386,580 SH   SOLE 0 379,000 0 7,580
Procter & Gamble Common Stock 742718109   40,597,871 250,218 SH   SOLE 0 221,450 0 28,768
Prologis Inc Common Stock 74340W103   1,619,025 12,433 SH   SOLE 0 0 0 12,433
Public Storage International Common Stock 74460D109   2,267,979 7,819 SH   SOLE 0 0 0 7,819
Qualcomm Common Stock 747525103   8,653,600 51,114 SH   SOLE 0 27,400 0 23,714
Quanta Services Common Stock 74762E102   623,520 2,400 SH   SOLE 0 0 0 2,400
Quimica y Minera Chile ADS ADR 833635105   1,794,340 36,500 SH   SOLE 0 36,500 0 0
Rambus Common Stock 750917106   430,630 6,967 SH   SOLE 0 0 0 6,967
Raymond James Financial Common Stock 754730109   944,144 7,352 SH   SOLE 0 0 0 7,352
Republic Services Common Stock 760759100   1,074,744 5,614 SH   SOLE 0 950 0 4,664
Rio Tinto ADS ADR 767204100   4,927,102 77,300 SH   SOLE 0 73,800 0 3,500
Rockwell Automation Common Stock 773903109   87,486,399 300,300 SH   SOLE 0 300,000 0 300
Roper Technologies Common Stock 776696106   1,289,932 2,300 SH   SOLE 0 0 0 2,300
Ross Stores Common Stock 778296103   582,637 3,970 SH   SOLE 0 1,750 0 2,220
RxSight Common Stock 78349D107   568,308 11,018 SH   SOLE 0 0 0 11,018
Salesforce Inc. Common Stock 79466L302   1,912,493 6,350 SH   SOLE 0 0 0 6,350
SAP ADS ADR 803054204   3,188,545 16,349 SH   SOLE 0 14,200 0 2,149
ServiceNow Common Stock 81762P102   143,497,403 188,218 SH   SOLE 0 187,550 0 668
Shell Plc ADR 780259305   325,077 4,849 SH   SOLE 0 3,800 0 1,049
SITIME CORP COM Common Stock 82982T106   299,082 3,208 SH   SOLE 0 0 0 3,208
SK Telecom ADR ADR 78440P306   237,160 11,000 SH   SOLE 0 11,000 0 0
Sony ADS ADR 835699307   1,423,284 16,600 SH   SOLE 0 16,600 0 0
Southern Copper Common Stock 84265V105   4,420,580 41,500 SH   SOLE 0 41,500 0 0
Starbucks Common Stock 855244109   304,603 3,333 SH   SOLE 0 3,213 0 120
STMicroelectronics (NY shares) ADR 861012102   4,269,474 98,739 SH   SOLE 0 43,400 0 55,339
Stryker Common Stock 863667101   112,260,598 313,691 SH   SOLE 0 303,000 0 10,691
Taiwan Semiconductor ADS ADR 874039100   289,302,026 2,126,439 SH   SOLE 0 2,088,746 0 37,693
TE Connectivity Common Stock H84989104   1,936,775 13,335 SH   SOLE 0 3,200 0 10,135
Telekomunikasi Indonesia ADS ADR 715684106   1,847,580 83,000 SH   SOLE 0 83,000 0 0
Telus Common Stock 87971M103   608,380 38,000 SH   SOLE 0 30,000 0 8,000
Texas Instruments Common Stock 882508104   46,441,599 266,584 SH   SOLE 0 255,100 0 11,484
TJX Companies Common Stock 872540109   125,079,258 1,233,280 SH   SOLE 0 1,176,700 0 56,580
Toronto-Dominion Bank Common Stock 891160509   271,710 4,500 SH   SOLE 0 0 0 4,500
Tractor Supply Common Stock 892356106   1,341,315 5,125 SH   SOLE 0 2,500 0 2,625
Trane Common Stock G8994E103   120,919,059 402,795 SH   SOLE 0 400,000 0 2,795
Trimble Common Stock 896239100   108,790,733 1,690,347 SH   SOLE 0 1,665,000 0 25,347
Tyler Technologies Common Stock 902252105   854,695 2,011 SH   SOLE 0 0 0 2,011
Unilever ADS ADR 904767704   26,966,334 537,285 SH   SOLE 0 513,600 0 23,685
Union Pacific Common Stock 907818108   88,103,931 358,248 SH   SOLE 0 350,000 0 8,248
United Parcel Service, Cl B Common Stock 911312106   40,828,066 274,696 SH   SOLE 0 220,000 0 54,696
UnitedHealth Group Common Stock 91324P102   1,127,916 2,280 SH   SOLE 0 415 0 1,865
Valaris PLC Common Stock G9460G101   837,644 11,130 SH   SOLE 0 0 0 11,130
Verizon Communications Common Stock 92343V104   321,833 7,670 SH   SOLE 0 6,000 0 1,670
Virtu Financial Common Stock 928254101   379,620 18,500 SH   SOLE 0 18,500 0 0
Visa Common Stock 92826C839   325,128 1,165 SH   SOLE 0 900 0 265
W.W. Grainger Common Stock 384802104   83,290,420 81,874 SH   SOLE 0 80,000 0 1,874
Waste Management Common Stock 94106L109   460,830 2,162 SH   SOLE 0 0 0 2,162
Watsco Common Stock 942622200   1,392,239 3,223 SH   SOLE 0 0 0 3,223
Weyerhaeuser Common Stock 962166104   556,390 15,494 SH   SOLE 0 0 0 15,494
Zoetis Inc. Common Stock 98978V103   1,095,635 6,475 SH   SOLE 0 6,000 0 475
Zscaler Common Stock 98980G102   262,940 1,365 SH   SOLE 0 0 0 1,365