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   42,302,177 407,104 SH   SOLE 0 350,015 0 57,089
AbbVie Common Stock 00287Y109   19,787,919 115,368 SH   SOLE 0 100,000 0 15,368
Accenture, Class A Common Stock G1151C101   3,513,791 11,581 SH   SOLE 0 4,400 0 7,181
Adobe Common Stock 00724F101   189,253,034 340,665 SH   SOLE 0 326,050 0 14,615
Advanced Micro Devices Common Stock 007903107   197,226,273 1,215,870 SH   SOLE 0 1,209,500 0 6,370
Agilent Technologies Common Stock 00846U101   118,023,708 910,466 SH   SOLE 0 900,000 0 10,466
Agnico-Eagle Mines Common Stock 008474108   1,523,558 23,296 SH   SOLE 0 6,150 0 17,146
Air Products & Chemicals Common Stock 009158106   28,607,423 110,860 SH   SOLE 0 110,000 0 860
Alcon Common Stock H01301128   2,239,917 25,145 SH   SOLE 0 24,550 0 595
Alphabet inc., C Common Stock 02079K107   243,032 1,325 SH   SOLE 0 0 0 1,325
Alphabet, Class A Common Stock 02079K305   259,926,593 1,426,992 SH   SOLE 0 1,379,180 0 47,812
Amazon.com Common Stock 023135106   5,506,466 28,494 SH   SOLE 0 26,980 0 1,514
Amgen Common Stock 031162100   44,137,312 141,262 SH   SOLE 0 141,000 0 262
Aon PLC Common Stock G0403H108   583,931 1,989 SH   SOLE 0 0 0 1,989
Apple Common Stock 037833100   459,108,082 2,179,793 SH   SOLE 0 2,008,778 0 171,015
ASML Holding NY Common Stock N07059210   326,413,484 319,159 SH   SOLE 0 318,025 0 1,134
AstraZeneca ADS ADR 046353108   130,415,580 1,672,209 SH   SOLE 0 1,614,000 0 58,209
AutoZone Common Stock 053332102   120,389,886 40,616 SH   SOLE 0 40,060 0 556
Barrick Gold Common Stock 067901108   2,735,520 164,000 SH   SOLE 0 164,000 0 0
BHP Biliton ADR ADR 088606108   1,538,576 26,950 SH   SOLE 0 24,250 0 2,700
Booking Holdings Common Stock 09857L108   269,382 68 SH   SOLE 0 0 0 68
Boston Scientific Common Stock 101137107   2,009,961 26,100 SH   SOLE 0 24,500 0 1,600
Bristol-Myers Squibb Common Stock 110122108   20,828,665 501,533 SH   SOLE 0 500,000 0 1,533
Broadcom Ltd Common Stock 11135F101   233,389,474 145,366 SH   SOLE 0 141,475 0 3,891
Camden Property Trust Common Stock 133131102   495,359 4,540 SH   SOLE 0 0 0 4,540
Cameco Corp Common Stock 13321L108   1,155,019 23,476 SH   SOLE 0 0 0 23,476
Canadian National Railway Common Stock 136375102   48,197,040 408,000 SH   SOLE 0 396,000 0 12,000
Canadian Pacific Kansas City Ltd Common Stock 13646K108   681,329 8,654 SH   SOLE 0 2,568 0 6,086
Chevron Corporation Common Stock 166764100   289,690 1,852 SH   SOLE 0 0 0 1,852
Chubb Common Stock H1467J104   808,604 3,170 SH   SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102   123,572,771 1,191,867 SH   SOLE 0 1,171,300 0 20,567
Cisco Systems Common Stock 17275R102   120,146,186 2,528,861 SH   SOLE 0 2,447,850 0 81,011
Colgate-Palmolive Common Stock 194162103   47,452,560 489,000 SH   SOLE 0 489,000 0 0
Comfort Systems USA Common Stock 199908104   1,787,009 5,876 SH   SOLE 0 0 0 5,876
Confluent Inc Common Stock 20717M103   256,911 8,700 SH   SOLE 0 0 0 8,700
ConocoPhillips Common Stock 20825C104   2,129,184 18,615 SH   SOLE 0 1,650 0 16,965
Corteva Common Stock 22052L104   2,003,116 37,136 SH   SOLE 0 31,850 0 5,286
Costco Wholesale Common Stock 22160K105   3,501,109 4,119 SH   SOLE 0 3,509 0 610
CRISPR Therapeutics AG Common Stock H17182108   528,164 9,779 SH   SOLE 0 0 0 9,779
CrowdStrike Holdings Inc Class A Common Stock 22788C105   433,388 1,131 SH   SOLE 0 0 0 1,131
CSW Industrials, Inc. Common Stock 126402106   1,950,559 7,352 SH   SOLE 0 0 0 7,352
Dominion Energy Common Stock 25746U109   379,750 7,750 SH   SOLE 0 7,750 0 0
Eaton Corp PLC Common Stock G29183103   42,039,843 134,077 SH   SOLE 0 118,875 0 15,202
Ecolab Common Stock 278865100   357,000 1,500 SH   SOLE 0 1,500 0 0
Edwards Lifesciences Common Stock 28176E108   2,116,751 22,916 SH   SOLE 0 10,500 0 12,416
Elastic NV Common Stock N14506104   249,691 2,192 SH   SOLE 0 0 0 2,192
Elevance Health Common Stock 036752103   113,725,035 209,879 SH   SOLE 0 209,250 0 629
Eli Lilly Common Stock 532457108   618,282,191 682,898 SH   SOLE 0 669,600 0 13,298
EMCOR Group Common Stock 29084Q100   310,318 850 SH   SOLE 0 700 0 150
Enphase Energy Common Stock 29355A107   481,599 4,830 SH   SOLE 0 1,800 0 3,030
Equinix Common Stock 29444U700   636,301 841 SH   SOLE 0 0 0 841
Equity Residential Property Trust Common Stock 29476L107   503,408 7,260 SH   SOLE 0 0 0 7,260
Exponent Common Stock 30214U102   665,840 7,000 SH   SOLE 0 0 0 7,000
Fastenal Common Stock 311900104   1,140,169 18,144 SH   SOLE 0 1,745 0 16,399
Ferguson PLC Common Stock G3421J106   40,774,169 210,556 SH   SOLE 0 197,385 0 13,171
First Solar Common Stock 336433107   1,144,210 5,075 SH   SOLE 0 0 0 5,075
Floor & Decor Holdings, Inc. Class Common Stock 339750101   2,249,748 22,631 SH   SOLE 0 1,500 0 21,131
Freeport-McMoRan Common Stock 35671D857   328,244 6,754 SH   SOLE 0 0 0 6,754
Gartner Common Stock 366651107   81,118,647 180,641 SH   SOLE 0 179,900 0 741
General Mills Common Stock 370334104   311,429 4,923 SH   SOLE 0 4,200 0 723
Genuine Parts Common Stock 372460105   52,838,240 382,000 SH   SOLE 0 382,000 0 0
GlaxoSmithKline ADS ADR 37733W204   979,825 25,450 SH   SOLE 0 23,950 0 1,500
Haleon Plc ADR ADR 405552100   94,990 11,500 SH   SOLE 0 11,500 0 0
Home Depot Common Stock 437076102   1,386,943 4,029 SH   SOLE 0 1,500 0 2,529
Honeywell International Common Stock 438516106   213,540 1,000 SH   SOLE 0 1,000 0 0
ICF International Common Stock 44925C103   1,662,752 11,200 SH   SOLE 0 0 0 11,200
IDEXX Laboratories Common Stock 45168D104   80,423,078 165,072 SH   SOLE 0 165,000 0 72
Illinois Tool Works Common Stock 452308109   74,722,729 315,339 SH   SOLE 0 300,000 0 15,339
Infosys ADS ADR 456788108   3,038,784 163,200 SH   SOLE 0 163,200 0 0
International Business Machines Common Stock 459200101   353,337 2,043 SH   SOLE 0 0 0 2,043
Intuit Common Stock 461202103   195,830,835 297,973 SH   SOLE 0 285,600 0 12,373
Iovance Biotherapeutics Inc Common Stock 462260100   153,984 19,200 SH   SOLE 0 0 0 19,200
Itron Common Stock 465741106   672,928 6,800 SH   SOLE 0 0 0 6,800
Jabil Inc Common Stock 466313103   3,111,394 28,600 SH   SOLE 0 28,600 0 0
JFROG LTD REGISTERED SHS ISIN# Common Stock M6191J100   322,968 8,601 SH   SOLE 0 0 0 8,601
Johnson & Johnson Common Stock 478160104   26,981,282 184,601 SH   SOLE 0 165,000 0 19,601
Johnson Controls International Common Stock G51502105   175,565,283 2,641,271 SH   SOLE 0 2,604,300 0 36,971
JP Morgan Chase Common Stock 46625H100   325,234 1,608 SH   SOLE 0 0 0 1,608
Kenvue Inc Common Stock 49177J102   18,685,786 1,027,821 SH   SOLE 0 1,004,289 0 23,532
Keysight Technologies Common Stock 49338L103   118,916,022 869,587 SH   SOLE 0 860,000 0 9,587
Kimberly-Clark Common Stock 494368103   41,612,020 301,100 SH   SOLE 0 300,000 0 1,100
Limbach Holdings, Inc Common Stock 53263P105   1,131,996 19,884 SH   SOLE 0 0 0 19,884
Lincoln Electric Holdings Common Stock 533900106   53,247,413 282,270 SH   SOLE 0 271,400 0 10,870
Linde Common Stock G54950103   59,704,489 136,060 SH   SOLE 0 136,060 0 0
Lowe's Common Stock 548661107   94,658,028 429,366 SH   SOLE 0 409,100 0 20,266
Lululemon Athletica Common Stock 550021109   1,514,110 5,069 SH   SOLE 0 3,900 0 1,169
Mastercard, Class A Common Stock 57636Q104   3,425,607 7,765 SH   SOLE 0 7,256 0 509
Matrix Service Company Common Stock 576853105   505,636 50,920 SH   SOLE 0 0 0 50,920
McCormick & Co Common Stock 579780206   39,727,535 560,016 SH   SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102   4,913,766 2,990 SH   SOLE 0 2,990 0 0
Merck & Co Common Stock 58933Y105   117,737,762 951,032 SH   SOLE 0 923,000 0 28,032
Meta Platforms Inc Cl A Common Stock 30303M102   2,753,041 5,460 SH   SOLE 0 2,800 0 2,660
Microchip Technology Common Stock 595017104   243,848 2,665 SH   SOLE 0 0 0 2,665
Micron Technology Common Stock 595112103   286,078 2,175 SH   SOLE 0 1,550 0 625
Microsoft Common Stock 594918104   495,726,994 1,109,133 SH   SOLE 0 1,080,958 0 28,175
Mid-America Apartment Communities Common Stock 59522J103   403,586 2,830 SH   SOLE 0 0 0 2,830
Monolithic Power Systems Common Stock 609839105   1,329,478 1,618 SH   SOLE 0 1,100 0 518
Monster Beverage Common Stock 61174X109   1,608,390 32,200 SH   SOLE 0 32,200 0 0
Moody's Common Stock 615369105   2,394,671 5,689 SH   SOLE 0 0 0 5,689
Motorola Solutions Common Stock 620076307   2,905,798 7,527 SH   SOLE 0 7,025 0 502
NextEra Energy Common Stock 65339F101   571,791 8,075 SH   SOLE 0 5,925 0 2,150
NICE Systems ADR ADR 653656108   2,998,641 17,437 SH   SOLE 0 17,350 0 87
Norfolk Southern Common Stock 655844108   922,094 4,295 SH   SOLE 0 0 0 4,295
Novartis ADS ADR 66987V109   34,749,928 326,413 SH   SOLE 0 310,975 0 15,438
Novo Nordisk ADS ADR 670100205   304,893,354 2,136,005 SH   SOLE 0 2,074,750 0 61,255
NVE Corporation Common Stock 629445206   231,539 3,100 SH   SOLE 0 0 0 3,100
NVIDIA Common Stock 67066G104   269,197,490 2,179,031 SH   SOLE 0 2,091,900 0 87,131
NXP Semiconductors Common Stock N6596X109   1,798,598 6,684 SH   SOLE 0 2,910 0 3,774
O'Reilly Automotive Common Stock 67103H107   3,966,561 3,756 SH   SOLE 0 1,460 0 2,296
OpenText Common Stock 683715106   1,135,212 37,790 SH   SOLE 0 37,050 0 740
Oracle Common Stock 68389X105   135,492,837 959,581 SH   SOLE 0 920,600 0 38,981
Orange ADR ADR 684060106   199,800 20,000 SH   SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105   1,129,920 3,333 SH   SOLE 0 0 0 3,333
Parker Hannifin Common Stock 701094104   252,905 500 SH   SOLE 0 500 0 0
Pfizer Common Stock 717081103   22,417,576 801,200 SH   SOLE 0 800,000 0 1,200
Phillips 66 Common Stock 718546104   211,755 1,500 SH   SOLE 0 1,100 0 400
Potlatch Common Stock 737630103   381,098 9,675 SH   SOLE 0 0 0 9,675
PPG Industries Common Stock 693506107   47,785,326 379,580 SH   SOLE 0 379,000 0 580
Procter & Gamble Common Stock 742718109   151,679,563 919,716 SH   SOLE 0 891,450 0 28,266
Prologis Inc Common Stock 74340W103   1,292,576 11,509 SH   SOLE 0 0 0 11,509
Public Storage International Common Stock 74460D109   1,823,126 6,338 SH   SOLE 0 0 0 6,338
Qualcomm Common Stock 747525103   11,559,013 58,033 SH   SOLE 0 32,400 0 25,633
Quanta Services Common Stock 74762E102   1,880,266 7,400 SH   SOLE 0 5,000 0 2,400
Quimica y Minera Chile ADS ADR 833635105   1,996,750 49,000 SH   SOLE 0 49,000 0 0
Rambus Common Stock 750917106   392,576 6,681 SH   SOLE 0 0 0 6,681
Raymond James Financial Common Stock 754730109   908,781 7,352 SH   SOLE 0 0 0 7,352
Republic Services Common Stock 760759100   1,192,082 6,134 SH   SOLE 0 950 0 5,184
Rio Tinto ADS ADR 767204100   5,507,067 83,529 SH   SOLE 0 77,900 0 5,629
Rockwell Automation Common Stock 773903109   82,666,584 300,300 SH   SOLE 0 300,000 0 300
Roper Technologies Common Stock 776696106   1,916,444 3,400 SH   SOLE 0 0 0 3,400
Ross Stores Common Stock 778296103   364,753 2,510 SH   SOLE 0 1,390 0 1,120
RxSight Common Stock 78349D107   578,715 9,618 SH   SOLE 0 0 0 9,618
Salesforce Inc. Common Stock 79466L302   1,683,234 6,547 SH   SOLE 0 0 0 6,547
SAP ADS ADR 803054204   3,792,955 18,804 SH   SOLE 0 16,600 0 2,204
ServiceNow Common Stock 81762P102   148,372,255 188,608 SH   SOLE 0 187,550 0 1,058
Shell Plc ADR 780259305   350,001 4,849 SH   SOLE 0 3,800 0 1,049
SK Telecom ADR ADR 78440P306   230,230 11,000 SH   SOLE 0 11,000 0 0
Sony ADS ADR 835699307   339,800 4,000 SH   SOLE 0 4,000 0 0
Southern Copper Common Stock 84265V105   4,679,256 43,431 SH   SOLE 0 43,431 0 0
STMicroelectronics (NY shares) ADR 861012102   4,007,935 102,035 SH   SOLE 0 50,700 0 51,335
Stryker Common Stock 863667101   106,573,105 313,220 SH   SOLE 0 303,000 0 10,220
Taiwan Semiconductor ADS ADR 874039100   370,285,867 2,130,406 SH   SOLE 0 2,093,166 0 37,240
TE Connectivity Common Stock H84989104   1,984,172 13,190 SH   SOLE 0 3,200 0 9,990
Telekomunikasi Indonesia ADS ADR 715684106   1,552,100 83,000 SH   SOLE 0 83,000 0 0
Telus Common Stock 87971M103   199,848 13,200 SH   SOLE 0 5,200 0 8,000
Texas Instruments Common Stock 882508104   51,666,779 265,598 SH   SOLE 0 255,100 0 10,498
TJX Companies Common Stock 872540109   135,493,574 1,230,641 SH   SOLE 0 1,176,700 0 53,941
Toronto-Dominion Bank Common Stock 891160509   247,320 4,500 SH   SOLE 0 0 0 4,500
Tractor Supply Common Stock 892356106   1,366,200 5,060 SH   SOLE 0 2,500 0 2,560
Trane Common Stock G8994E103   132,660,429 403,309 SH   SOLE 0 400,400 0 2,909
Trimble Common Stock 896239100   94,529,013 1,690,433 SH   SOLE 0 1,665,000 0 25,433
Tyler Technologies Common Stock 902252105   910,535 1,811 SH   SOLE 0 0 0 1,811
Unilever ADS ADR 904767704   31,412,433 571,239 SH   SOLE 0 546,600 0 24,639
Union Pacific Common Stock 907818108   78,194,551 345,596 SH   SOLE 0 337,850 0 7,746
United Parcel Service, Cl B Common Stock 911312106   37,605,969 274,797 SH   SOLE 0 260,000 0 14,797
UnitedHealth Group Common Stock 91324P102   805,140 1,581 SH   SOLE 0 300 0 1,281
Valaris PLC Common Stock G9460G101   945,107 12,686 SH   SOLE 0 0 0 12,686
Verizon Communications Common Stock 92343V104   316,311 7,670 SH   SOLE 0 6,000 0 1,670
Virtu Financial Common Stock 928254101   415,325 18,500 SH   SOLE 0 18,500 0 0
Visa Common Stock 92826C839   292,654 1,115 SH   SOLE 0 900 0 215
W.W. Grainger Common Stock 384802104   73,740,075 81,730 SH   SOLE 0 80,000 0 1,730
Waste Management Common Stock 94106L109   392,119 1,838 SH   SOLE 0 0 0 1,838
Watsco Common Stock 942622200   1,338,764 2,890 SH   SOLE 0 0 0 2,890
Weyerhaeuser Common Stock 962166104   461,025 16,239 SH   SOLE 0 0 0 16,239
Zoetis Inc. Common Stock 98978V103   1,122,506 6,475 SH   SOLE 0 6,000 0 475
Zscaler Common Stock 98980G102   244,466 1,272 SH   SOLE 0 0 0 1,272