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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM 88579Y101 2,795 13,452 SH   SOLE   13,452 0 0
A O SMITH COM 831865209 7,319 137,271 SH   SOLE   117,211 0 20,060
ABBOTT LABORATORIES COM 002824100 1,800 22,519 SH   SOLE   22,519 0 0
ABBVIE INC COM 00287Y109 2,618 32,483 SH   SOLE   32,483 0 0
ADOBE INC COM 00724F101 4,108 15,415 SH   SOLE   13,155 0 2,260
ALIBABA GRP HLDG LTD SPONSORED ADS 01609W102 8,815 48,315 SH   SOLE   42,955 0 5,360
ALPHABET INC CAP STK CL A 02079K305 240 204 SH   SOLE   204 0 0
ALPHABET INC CAP STK CL C 02079K107 280 239 SH   SOLE   239 0 0
AMAZON COM INC COM 023135106 3,049 1,712 SH   SOLE   1,692 0 20
AMER ELECTRIC PWR CO COM 025537101 555 6,624 SH   SOLE   6,624 0 0
AMERICAN EXPRESS CO COM 025816109 306 2,800 SH   SOLE   2,800 0 0
AMETEK INC NEW COM 031100100 3,474 41,865 SH   SOLE   41,295 0 570
APPLE INC COM 037833100 11,198 58,954 SH   SOLE   52,576 0 6,378
APTIV PLC SHS G6095L109 306 3,854 SH   SOLE   3,854 0 0
ASML HOLDING NV N Y REGISTRY SHS N07059210 374 1,989 SH   SOLE   1,989 0 0
ATLASSIAN CORP PLC CL A G06242104 1,072 9,538 SH   SOLE   9,538 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,853 261,496 SH   SOLE   253,096 0 8,400
BERKSHIRE HATHAWAY INC CL B NEW 084670702 4,416 21,980 SH   SOLE   21,980 0 0
BOEING CO COM 097023105 1,753 4,596 SH   SOLE   4,596 0 0
BOSTON SCIENTIFIC CO COM 101137107 4,476 116,629 SH   SOLE   101,129 0 15,500
BP PLC SPONSORED ADR 055622104 612 13,997 SH   SOLE   13,997 0 0
BRISTOL-MYERS SQUIBB COM 110122108 491 10,300 SH   SOLE   10,300 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 201 6,300 SH   SOLE   6,300 0 0
CANADIAN PAC RY LTD COM 13645T100 3,880 18,830 SH   SOLE   18,360 0 470
CATERPILLAR INC COM 149123101 2,732 20,166 SH   SOLE   20,166 0 0
CENTENE CORP DEL COM COM 15135B101 257 4,846 SH   SOLE   4,846 0 0
CHARLES SCHWAB CORP COM 808513105 2,611 61,062 SH   SOLE   61,062 0 0
CHEVRON CORPORATION COM 166764100 2,407 19,540 SH   SOLE   18,740 0 800
CHURCH & DWIGHT INC COM 171340102 4,786 67,188 SH   SOLE   59,098 0 8,090
CIGNA CORP NEW COM 125523100 740 4,601 SH   SOLE   4,601 0 0
CINTAS CORP COM 172908105 4,398 21,759 SH   SOLE   21,759 0 0
CISCO SYSTEMS INC COM 17275R102 3,223 59,692 SH   SOLE   59,692 0 0
CITIZENS FINL GROUP COM 174610105 3,500 107,689 SH   SOLE   104,089 0 3,600
CNOOC LTD SPONSORED ADR 126132109 4,951 26,653 SH   SOLE   22,613 0 4,040
COCA COLA COMPANY COM 191216100 479 10,222 SH   SOLE   10,222 0 0
COMCAST CORP NEW CL A 20030N101 291 7,274 SH   SOLE   7,274 0 0
CONOCOPHILLIPS COM 20825C104 1,244 18,640 SH   SOLE   18,640 0 0
CREDICORP LTD COM G2519Y108 4,373 18,223 SH   SOLE   15,503 0 2,720
CTRIP COM INTL LTD SPONSORED ADS 22943F100 214 4,890 SH   SOLE   3,790 0 1,100
DARDEN RESTAURANTS INC COM 237194105 313 2,580 SH   SOLE   2,580 0 0
DIAMONDBACK ENERGY COM 25278X109 3,794 37,370 SH   SOLE   32,810 0 4,560
DOMINION ENERGY INC COM 25746U109 1,448 18,884 SH   SOLE   18,884 0 0
DOWDUPONT INC COM 26078J100 1,342 25,177 SH   SOLE   25,177 0 0
DUKE ENERGY CORP COM NEW 26441C204 425 4,722 SH   SOLE   4,722 0 0
EDWARDS LIFESCIENCES COM 28176E108 12,067 63,068 SH   SOLE   56,378 0 6,690
ELI LILLY & COMPANY COM 532457108 2,020 15,571 SH   SOLE   15,571 0 0
EURONET WORLDWIDE INC COM 298736109 225 1,576 SH   SOLE   1,576 0 0
EXACT SCIENCES CORP COM 30063P105 377 4,358 SH   SOLE   4,358 0 0
EXELON CORP COM 30161N101 426 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102 4,775 59,096 SH   SOLE   59,096 0 0
FASTENAL CO COM 311900104 1,584 24,632 SH   SOLE   24,632 0 0
FERRARI N V COM N3167Y103 1,289 9,634 SH   SOLE   9,254 0 380
FIDELITY NATL INFO COM 31620M106 1,412 12,482 SH   SOLE   12,482 0 0
FISERV INC COM 337738108 5,620 63,660 SH   SOLE   63,660 0 0
GENERAL MILLS INC COM 370334104 321 6,200 SH   SOLE   6,200 0 0
GENERAL MOTORS CO COM 37045V100 612 16,500 SH   SOLE   16,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 301 7,200 SH   SOLE   7,200 0 0
HDFC BANK LIMITD SPONSORED ADS 40415F101 13,491 116,390 SH   SOLE   103,790 0 12,600
HOME DEPOT INC COM 437076102 5,404 28,164 SH   SOLE   28,164 0 0
HONEYWELL INTL INC COM 438516106 1,410 8,875 SH   SOLE   8,875 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 771 18,289 SH   SOLE   17,189 0 1,100
HUNTINGTON BANCSHARES INC COM 446150104 284 22,400 SH   SOLE   22,400 0 0
IAC INTERACTIVECORP COM 44919P508 226 1,076 SH   SOLE   1,076 0 0
IBM CORP COM 459200101 802 5,686 SH   SOLE   5,686 0 0
ICON PLC SHS G4705A100 419 3,066 SH   SOLE   3,066 0 0
INGERSOLL RAND PLC SHS G47791101 1,818 16,840 SH   SOLE   16,840 0 0
INSPERITY INC COM 45778Q107 1,042 8,429 SH   SOLE   8,129 0 300
INTEL CORP COM 458140100 615 11,458 SH   SOLE   11,458 0 0
INTERNATIONAL FLAV&FRA COM 459506101 386 3,000 SH   SOLE   3,000 0 0
IQVIA HLDGS INC COM 46266C105 222 1,540 SH   SOLE   1,540 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 5,777 140,937 SH   SOLE   138,737 0 2,200
ISHARES TR SELECT DIVID ETF 464287168 949 9,670 SH   SOLE   9,670 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 279 6,508 SH   SOLE   6,508 0 0
J M SMUCKER CO COM NEW 832696405 300 2,578 SH   SOLE   2,578 0 0
JOHNSON & JOHNSON COM 478160104 722 5,162 SH   SOLE   5,162 0 0
JPMORGAN CHASE & CO COM 46625H100 420 4,145 SH   SOLE   4,145 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 7,896 90,548 SH   SOLE   89,118 0 1,430
KIMBERLY-CLARK CORP COM 494368103 2,267 18,296 SH   SOLE   18,296 0 0
KOHLS CORP COM 500255104 461 6,700 SH   SOLE   6,700 0 0
LAM RESEARCH CORP COM 512807108 929 5,187 SH   SOLE   5,187 0 0
LAMB WESTON HLDGS INC COM 513272104 1,527 20,380 SH   SOLE   13,420 0 6,960
LIVE NATION INC COM 538034109 251 3,950 SH   SOLE   3,950 0 0
LULULEMON ATHLETICA COM 550021109 697 4,252 SH   SOLE   4,252 0 0
MANPOWERGROUP COM 56418H100 800 9,677 SH   SOLE   9,677 0 0
MASTERCARD INC CL A 57636Q104 6,287 26,700 SH   SOLE   20,430 0 6,270
MAXIM INTEGRATED PRODS INC COM 57772K101 276 5,200 SH   SOLE   5,200 0 0
MEDICAL PPTYS TR INC COM 58463J304 339 18,336 SH   SOLE   18,336 0 0
MERCADOLIBRE INC COM 58733R102 1,126 2,218 SH   SOLE   2,128 0 90
MERCK & CO INC COM 58933Y105 1,805 21,699 SH   SOLE   21,699 0 0
MICROSOFT CORP COM 594918104 10,555 89,496 SH   SOLE   82,326 0 7,170
MONOLITHIC POWER SYS COM 609839105 7,802 57,583 SH   SOLE   51,733 0 5,850
MOTOROLA SOLUTIONS INC COM NEW 620076307 677 4,819 SH   SOLE   4,819 0 0
NATIONAL PRESTO INDS COM 637215104 590 5,437 SH   SOLE   5,437 0 0
NETFLIX INC COM 64110L106 1,038 2,910 SH   SOLE   2,910 0 0
NEWMONT MINING CORP COM 651639106 259 7,230 SH   SOLE   7,230 0 0
NICE LTD SPONSORED ADR 653656108 279 2,276 SH   SOLE   2,276 0 0
NOVO-NORDISK A-S ADR 670100205 2,418 46,230 SH   SOLE   46,230 0 0
ONEOK INC NEW COM 682680103 258 3,700 SH   SOLE   3,700 0 0
PAYPAL HLDGS INC COM 70450Y103 4,722 45,474 SH   SOLE   43,624 0 1,850
PEPSICO INCORPORATED COM 713448108 3,055 24,925 SH   SOLE   24,925 0 0
PFIZER INCORPORATED COM 717081103 389 9,163 SH   SOLE   9,163 0 0
PHILLIPS 66 COM 718546104 234 2,457 SH   SOLE   2,457 0 0
PPG INDS INC COM 693506107 1,143 10,128 SH   SOLE   10,128 0 0
PROCTER & GAMBLE COM 742718109 2,935 28,212 SH   SOLE   28,212 0 0
PROGRESSIVE CORP OHIO COM 743315103 8,461 117,361 SH   SOLE   105,721 0 11,640
ROCKWELL AUTOMATION COM 773903109 431 2,456 SH   SOLE   2,456 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,523 24,328 SH   SOLE   24,328 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 372 4,683 SH   SOLE   4,683 0 0
SIMON PROPERTY GROUP COM 828806109 4,967 27,258 SH   SOLE   24,118 0 3,140
SNAP ON INC COM 833034101 1,678 10,723 SH   SOLE   10,723 0 0
SONY CORP SPONSORED ADR 835699307 1,320 31,259 SH   SOLE   31,259 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 298 2,969 SH   SOLE   2,969 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 300 1,061 SH   SOLE   1,021 0 40
STARBUCKS CORP COM 855244109 855 11,498 SH   SOLE   11,498 0 0
STERIS PLC SHS USD G8473T100 438 3,420 SH   SOLE   3,420 0 0
STRYKER CORP COM 863667101 6,280 31,792 SH   SOLE   28,232 0 3,560
TAL EDUCATION GROUP SPONSORED ADS 874080104 8,793 243,714 SH   SOLE   214,074 0 29,640
TAPESTRY INC COM 876030107 964 29,680 SH   SOLE   29,680 0 0
TARGET CORP COM 87612E106 497 6,195 SH   SOLE   6,195 0 0
TERNIUM SA SPONSORED ADS 880890108 830 30,474 SH   SOLE   30,474 0 0
TEXAS INSTRUMENTS INC COM 882508104 318 3,000 SH   SOLE   3,000 0 0
THERMO FISHER SCNTFC COM 883556102 9,969 36,420 SH   SOLE   33,150 0 3,270
TOTAL SA SPONSORED ADS 89151E109 620 11,144 SH   SOLE   11,144 0 0
TRACTOR SUPPLY CO COM 892356106 457 4,677 SH   SOLE   4,677 0 0
U S BANCORP COM NEW 902973304 533 11,067 SH   SOLE   11,067 0 0
UNION PACIFIC CORP COM 907818108 3,170 18,960 SH   SOLE   14,880 0 4,080
UNITED RENTALS INC COM 911363109 1,366 11,956 SH   SOLE   11,956 0 0
UNITEDHEALTH GRP INC COM 91324P102 349 1,411 SH   SOLE   1,411 0 0
VERIZON COMMUNICATN COM 92343V104 1,170 19,781 SH   SOLE   19,781 0 0
VMWARE INC CL A COM 928563402 547 3,032 SH   SOLE   3,032 0 0
W E C ENERGY GROUP INC COM 92939U106 1,118 14,141 SH   SOLE   14,141 0 0
WABTEC CORP COM 929740108 497 6,740 SH   SOLE   6,740 0 0
WAL-MART STORES INC COM 931142103 244 2,500 SH   SOLE   2,500 0 0
WALT DISNEY CO COM DISNEY 254687106 965 8,693 SH   SOLE   8,693 0 0
WEYCO GROUP INC COM 962149100 223 7,200 SH   SOLE   7,200 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 283 5,304 SH   SOLE   5,304 0 0
WOODWARD INC COM 980745103 2,319 24,440 SH   SOLE   24,440 0 0
YUM BRANDS INC COM 988498101 441 4,423 SH   SOLE   4,423 0 0
YUM CHINA HLDGS INC COM 98850P109 3,154 70,224 SH   SOLE   68,724 0 1,500
ZEBRA TECHNOLOGIES CORP CL A 989207105 8,411 40,143 SH   SOLE   36,223 0 3,920
ZIMMER BIOMET HLDGS INC COM 98956P102 374 2,931 SH   SOLE   2,931 0 0
ZOETIS INC CL A 98978V103 5,435 53,988 SH   SOLE   53,538 0 450