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   52,173,898 393,320 SH   SOLE 0 350,000 0 43,320
AbbVie Common Stock 00287Y109   150,264,811 717,186 SH   SOLE 0 700,000 0 17,186
Accenture, Class A Common Stock G1151C101   3,374,401 10,814 SH   SOLE 0 3,280 0 7,534
Adobe Common Stock 00724F101   130,998,507 341,560 SH   SOLE 0 326,500 0 15,060
Advanced Micro Devices Common Stock 007903107   88,785,340 864,175 SH   SOLE 0 863,950 0 225
Agilent Technologies Common Stock 00846U101   86,067,333 735,744 SH   SOLE 0 732,900 0 2,844
Agnico-Eagle Mines Common Stock 008474108   3,078,410 28,396 SH   SOLE 0 6,150 0 22,246
Air Products & Chemicals Common Stock 009158106   32,716,950 110,935 SH   SOLE 0 110,000 0 935
Alcon Common Stock H01301128   1,311,458 13,815 SH   SOLE 0 13,220 0 595
Alphabet inc., C Common Stock 02079K107   270,903 1,734 SH   SOLE 0 0 0 1,734
Alphabet, Class A Common Stock 02079K305   221,420,820 1,431,847 SH   SOLE 0 1,381,130 0 50,717
Amazon.com Common Stock 023135106   5,517,350 28,999 SH   SOLE 0 26,980 0 2,019
Amgen Common Stock 031162100   35,554,086 114,120 SH   SOLE 0 113,945 0 175
Aon PLC Common Stock G0403H108   793,790 1,989 SH   SOLE 0 0 0 1,989
Apple Common Stock 037833100   468,461,371 2,108,951 SH   SOLE 0 1,989,983 0 118,968
Argan, Inc. Common Stock 04010E109   332,122 2,532 SH   SOLE 0 0 0 2,532
ASML Holding NY Common Stock N07059210   212,174,126 320,200 SH   SOLE 0 318,665 0 1,535
AstraZeneca ADS ADR 046353108   120,252,983 1,636,095 SH   SOLE 0 1,605,500 0 30,595
AutoZone Common Stock 053332102   154,974,256 40,646 SH   SOLE 0 40,060 0 586
Barrick Gold Common Stock 067901108   3,218,506 165,561 SH   SOLE 0 164,000 0 1,561
BHP Biliton ADR ADR 088606108   576,073 11,868 SH   SOLE 0 8,250 0 3,618
Boston Scientific Common Stock 101137107   2,673,824 26,505 SH   SOLE 0 24,500 0 2,005
Broadcom Ltd Common Stock 11135F101   256,221,478 1,530,320 SH   SOLE 0 1,488,500 0 41,820
Camden Property Trust Common Stock 133131102   665,312 5,440 SH   SOLE 0 900 0 4,540
Cameco Corp Common Stock 13321L108   400,775 9,737 SH   SOLE 0 0 0 9,737
Canadian National Railway Common Stock 136375102   37,424,640 384,000 SH   SOLE 0 384,000 0 0
Canadian Pacific Kansas City Ltd Common Stock 13646K108   404,971 5,768 SH   SOLE 0 5,768 0 0
Chevron Corporation Common Stock 166764100   200,748 1,200 SH   SOLE 0 0 0 1,200
Chubb Common Stock H1467J104   957,308 3,170 SH   SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102   131,236,748 1,192,086 SH   SOLE 0 1,171,300 0 20,786
Cisco Systems Common Stock 17275R102   107,417,671 1,740,685 SH   SOLE 0 1,684,050 0 56,635
Colgate-Palmolive Common Stock 194162103   45,931,740 490,200 SH   SOLE 0 490,000 0 200
Comfort Systems USA Common Stock 199908104   790,192 2,451 SH   SOLE 0 0 0 2,451
Confluent Inc Common Stock 20717M103   203,928 8,700 SH   SOLE 0 0 0 8,700
ConocoPhillips Common Stock 20825C104   2,067,214 19,684 SH   SOLE 0 800 0 18,884
Corteva Common Stock 22052L104   1,602,575 25,466 SH   SOLE 0 18,780 0 6,686
Costco Wholesale Common Stock 22160K105   4,125,492 4,362 SH   SOLE 0 3,509 0 853
CSW Industrials, Inc. Common Stock 126402106   1,006,036 3,451 SH   SOLE 0 0 0 3,451
Dominion Energy Common Stock 25746U109   687,699 12,265 SH   SOLE 0 8,500 0 3,765
Dynavax Technologies Corp Common Stock 268158201   176,561 13,613 SH   SOLE 0 0 0 13,613
Eaton Corp PLC Common Stock G29183103   55,136,094 202,833 SH   SOLE 0 187,245 0 15,588
Ecolab Common Stock 278865100   380,280 1,500 SH   SOLE 0 1,500 0 0
Edwards Lifesciences Common Stock 28176E108   971,957 13,410 SH   SOLE 0 0 0 13,410
Elastic NV Common Stock N14506104   225,601 2,532 SH   SOLE 0 0 0 2,532
Eli Lilly Common Stock 532457108   496,170,388 600,756 SH   SOLE 0 593,790 0 6,966
EMCOR Group Common Stock 29084Q100   422,117 1,142 SH   SOLE 0 700 0 442
Emerson Electric Common Stock 291011104   1,403,502 12,801 SH   SOLE 0 0 0 12,801
Enphase Energy Common Stock 29355A107   404,256 6,515 SH   SOLE 0 4,000 0 2,515
Equinix Common Stock 29444U700   775,397 951 SH   SOLE 0 110 0 841
Equity Residential Property Trust Common Stock 29476L107   622,030 8,690 SH   SOLE 0 1,430 0 7,260
Exponent Common Stock 30214U102   1,508,608 18,611 SH   SOLE 0 0 0 18,611
Fastenal Common Stock 311900104   1,407,067 18,144 SH   SOLE 0 1,745 0 16,399
Ferguson Enterprises Inc Common Stock 31488V107   38,107,982 237,833 SH   SOLE 0 223,810 0 14,023
First Solar Common Stock 336433107   772,867 6,113 SH   SOLE 0 0 0 6,113
Floor & Decor Holdings, Inc. Class Common Stock 339750101   560,071 6,960 SH   SOLE 0 900 0 6,060
Fortinet Inc. Common Stock 34959E109   1,161,858 12,070 SH   SOLE 0 11,870 0 200
Fortune Brands Innovations Common Stock 34964C106   225,256 3,700 SH   SOLE 0 1,350 0 2,350
Gartner Common Stock 366651107   75,822,253 180,641 SH   SOLE 0 179,900 0 741
General Mills Common Stock 370334104   410,698 6,869 SH   SOLE 0 3,800 0 3,069
Genuine Parts Common Stock 372460105   45,725,932 383,800 SH   SOLE 0 382,000 0 1,800
GlaxoSmithKline ADS ADR 37733W204   877,461 22,650 SH   SOLE 0 19,900 0 2,750
Home Depot Common Stock 437076102   12,562,910 34,279 SH   SOLE 0 31,750 0 2,529
Illinois Tool Works Common Stock 452308109   76,417,833 308,124 SH   SOLE 0 300,000 0 8,124
Infosys ADS ADR 456788108   3,037,311 166,428 SH   SOLE 0 163,200 0 3,228
International Business Machines Common Stock 459200101   577,886 2,324 SH   SOLE 0 0 0 2,324
Intuit Common Stock 461202103   181,239,410 295,183 SH   SOLE 0 285,600 0 9,583
Iovance Biotherapeutics Inc Common Stock 462260100   68,441 20,553 SH   SOLE 0 0 0 20,553
Itron Common Stock 465741106   1,045,610 9,981 SH   SOLE 0 0 0 9,981
Jabil Inc Common Stock 466313103   3,891,602 28,600 SH   SOLE 0 28,600 0 0
Johnson & Johnson Common Stock 478160104   30,281,223 182,593 SH   SOLE 0 165,000 0 17,593
Johnson Controls International Common Stock G51502105   211,660,874 2,642,128 SH   SOLE 0 2,602,750 0 39,378
JP Morgan Chase Common Stock 46625H100   712,106 2,903 SH   SOLE 0 1,200 0 1,703
Kenvue Inc Common Stock 49177J102   41,212,052 1,718,601 SH   SOLE 0 1,675,000 0 43,601
Keysight Technologies Common Stock 49338L103   128,260,482 856,383 SH   SOLE 0 851,450 0 4,933
Kimberly-Clark Common Stock 494368103   42,827,277 301,134 SH   SOLE 0 300,000 0 1,134
Limbach Holdings, Inc Common Stock 53263P105   584,143 7,844 SH   SOLE 0 0 0 7,844
Lincoln Electric Holdings Common Stock 533900106   53,017,576 280,279 SH   SOLE 0 268,920 0 11,359
Linde Common Stock G54950103   62,832,065 134,937 SH   SOLE 0 134,935 0 2
Lowe's Common Stock 548661107   99,636,089 427,201 SH   SOLE 0 407,100 0 20,101
Lululemon Athletica Common Stock 550021109   849,180 3,000 SH   SOLE 0 3,000 0 0
Mastercard, Class A Common Stock 57636Q104   3,382,997 6,172 SH   SOLE 0 5,631 0 541
Matrix Service Company Common Stock 576853105   284,473 22,886 SH   SOLE 0 0 0 22,886
McCormick & Co Common Stock 579780206   46,094,917 560,016 SH   SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102   4,974,719 2,550 SH   SOLE 0 2,535 0 15
Merck & Co Common Stock 58933Y105   13,035,216 145,223 SH   SOLE 0 123,000 0 22,223
Meta Platforms Inc Cl A Common Stock 30303M102   2,558,462 4,439 SH   SOLE 0 3,650 0 789
Microsoft Common Stock 594918104   417,424,671 1,111,976 SH   SOLE 0 1,081,138 0 30,838
Mid-America Apartment Communities Common Stock 59522J103   584,854 3,490 SH   SOLE 0 660 0 2,830
Monolithic Power Systems Common Stock 609839105   938,408 1,618 SH   SOLE 0 1,100 0 518
Monster Beverage Common Stock 61174X109   1,953,573 33,383 SH   SOLE 0 32,200 0 1,183
Moody's Common Stock 615369105   2,335,435 5,015 SH   SOLE 0 0 0 5,015
Motorola Solutions Common Stock 620076307   3,237,605 7,395 SH   SOLE 0 6,900 0 495
NextEra Energy Common Stock 65339F101   1,157,279 16,325 SH   SOLE 0 12,025 0 4,300
NICE Systems ADR ADR 653656108   2,916,434 18,917 SH   SOLE 0 18,120 0 797
Nike, Class B Common Stock 654106103   6,665,400 105,000 SH   SOLE 0 105,000 0 0
Norfolk Southern Common Stock 655844108   965,164 4,075 SH   SOLE 0 0 0 4,075
Novartis ADS ADR 66987V109   35,692,106 320,166 SH   SOLE 0 302,200 0 17,966
Novo Nordisk ADS ADR 670100205   148,932,065 2,144,759 SH   SOLE 0 2,068,375 0 76,384
NVIDIA Common Stock 67066G104   251,709,407 2,322,471 SH   SOLE 0 2,242,750 0 79,721
NXP Semiconductors Common Stock N6596X109   1,189,586 6,259 SH   SOLE 0 2,735 0 3,524
O'Reilly Automotive Common Stock 67103H107   5,452,399 3,806 SH   SOLE 0 1,460 0 2,346
Oracle Common Stock 68389X105   133,842,630 957,318 SH   SOLE 0 920,425 0 36,893
Orange ADR ADR 684060106   258,600 20,000 SH   SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105   1,393,958 8,169 SH   SOLE 0 0 0 8,169
Parker Hannifin Common Stock 701094104   255,297 420 SH   SOLE 0 420 0 0
Phillips 66 Common Stock 718546104   650,493 5,268 SH   SOLE 0 1,100 0 4,168
Potlatch Common Stock 737630103   570,317 12,640 SH   SOLE 0 2,500 0 10,140
Procter & Gamble Common Stock 742718109   157,197,964 922,415 SH   SOLE 0 891,450 0 30,965
Prologis Inc Common Stock 74340W103   1,314,315 11,757 SH   SOLE 0 925 0 10,832
Public Storage International Common Stock 74460D109   2,065,400 6,901 SH   SOLE 0 350 0 6,551
Qualcomm Common Stock 747525103   7,666,675 49,910 SH   SOLE 0 32,400 0 17,510
Quanta Services Common Stock 74762E102   2,016,918 7,935 SH   SOLE 0 5,000 0 2,935
Quimica y Minera Chile ADS ADR 833635105   1,962,940 49,407 SH   SOLE 0 49,000 0 407
Republic Services Common Stock 760759100   1,752,028 7,235 SH   SOLE 0 950 0 6,285
Rio Tinto ADS ADR 767204100   4,621,053 76,915 SH   SOLE 0 71,900 0 5,015
Rockwell Automation Common Stock 773903109   77,849,894 301,300 SH   SOLE 0 300,000 0 1,300
Roper Technologies Common Stock 776696106   782,962 1,328 SH   SOLE 0 0 0 1,328
Ross Stores Common Stock 778296103   320,753 2,510 SH   SOLE 0 1,390 0 1,120
RxSight Common Stock 78349D107   242,855 9,618 SH   SOLE 0 0 0 9,618
Salesforce Inc. Common Stock 79466L302   1,862,687 6,941 SH   SOLE 0 0 0 6,941
SAP ADS ADR 803054204   4,355,976 16,227 SH   SOLE 0 13,780 0 2,447
ServiceNow Common Stock 81762P102   150,362,981 188,865 SH   SOLE 0 187,550 0 1,315
Shell Plc ADR 780259305   278,464 3,800 SH   SOLE 0 3,800 0 0
SK Telecom ADR ADR 78440P306   233,860 11,000 SH   SOLE 0 11,000 0 0
Sony ADS ADR 835699307   507,800 20,000 SH   SOLE 0 20,000 0 0
Southern Copper Common Stock 84265V105   4,136,820 44,263 SH   SOLE 0 44,263 0 0
Stryker Common Stock 863667101   117,050,662 314,441 SH   SOLE 0 304,000 0 10,441
Taiwan Semiconductor ADS ADR 874039100   354,051,274 2,132,839 SH   SOLE 0 2,093,566 0 39,273
TE Connectivity Common Stock G87052109   1,909,940 13,515 SH   SOLE 0 3,200 0 10,315
Telekomunikasi Indonesia ADS ADR 715684106   1,237,460 83,782 SH   SOLE 0 83,000 0 782
Texas Instruments Common Stock 882508104   47,811,521 266,063 SH   SOLE 0 255,100 0 10,963
TJX Companies Common Stock 872540109   149,919,357 1,230,865 SH   SOLE 0 1,176,700 0 54,165
Tractor Supply Common Stock 892356106   746,605 13,550 SH   SOLE 0 1,900 0 11,650
Trane Common Stock G8994E103   136,000,790 403,659 SH   SOLE 0 400,400 0 3,259
Trimble Common Stock 896239100   110,995,899 1,690,722 SH   SOLE 0 1,665,000 0 25,722
Tyler Technologies Common Stock 902252105   2,126,725 3,658 SH   SOLE 0 1,200 0 2,458
Unilever ADS ADR 904767704   36,083,906 605,943 SH   SOLE 0 551,800 0 54,143
Union Pacific Common Stock 907818108   55,319,848 234,168 SH   SOLE 0 225,665 0 8,503
United Parcel Service, Cl B Common Stock 911312106   30,232,181 274,863 SH   SOLE 0 260,000 0 14,863
UnitedHealth Group Common Stock 91324P102   930,180 1,776 SH   SOLE 0 390 0 1,386
Verizon Communications Common Stock 92343V104   336,118 7,410 SH   SOLE 0 6,000 0 1,410
Virtu Financial Common Stock 928254101   571,800 15,000 SH   SOLE 0 15,000 0 0
Visa Common Stock 92826C839   479,780 1,369 SH   SOLE 0 900 0 469
W.W. Grainger Common Stock 384802104   80,952,669 81,950 SH   SOLE 0 80,000 0 1,950
Waste Management Common Stock 94106L109   451,676 1,951 SH   SOLE 0 0 0 1,951
Watsco Common Stock 942622200   1,658,583 3,263 SH   SOLE 0 0 0 3,263
Weyerhaeuser Common Stock 962166104   575,030 19,639 SH   SOLE 0 3,400 0 16,239
Zoetis Inc. Common Stock 98978V103   1,017,702 6,181 SH   SOLE 0 6,000 0 181
Zscaler Common Stock 98980G102   277,391 1,398 SH   SOLE 0 0 0 1,398