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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   347,914 3,310 SH   SOLE 0 3,310 0 0
ABBOTT LABS COM 002824100   2,945,531 29,089 SH   SOLE 0 29,089 0 0
ABBVIE INC COM 00287Y109   2,938,488 18,438 SH   SOLE 0 18,438 0 0
ACI WORLDWIDE INC COM 004498101   8,067,775 299,028 SH   SOLE 0 299,028 0 0
ALPHABET INC CAP STK CL A 02079K305   291,481 2,810 SH   SOLE 0 2,810 0 0
ALPHABET INC CAP STK CL C 02079K107   205,920 1,980 SH   SOLE 0 1,980 0 0
AMERICAN EXPRESS CO COM 025816109   329,900 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,159,468 7,915 SH   SOLE 0 7,915 0 0
AMETEK INC COM 031100100   71,025,292 488,717 SH   SOLE 0 488,717 0 0
AMGEN INC COM 031162100   1,321,889 5,468 SH   SOLE 0 5,468 0 0
AMPHENOL CORP NEW CL A 032095101   66,813,065 817,585 SH   SOLE 0 817,585 0 0
APPLE INC COM 037833100   4,007,342 24,302 SH   SOLE 0 24,302 0 0
APPLIED MATLS INC COM 038222105   492,548 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103   44,421,121 375,845 SH   SOLE 0 375,845 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   5,935,717 83,320 SH   SOLE 0 83,320 0 0
ASSURANT INC COM 04621X108   21,725,706 180,942 SH   SOLE 0 180,942 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,025,987 13,592 SH   SOLE 0 13,592 0 0
BANK AMERICA CORP COM 060505104   377,062 13,184 SH   SOLE 0 13,184 0 0
BECTON DICKINSON & CO COM 075887109   1,275,326 5,152 SH   SOLE 0 5,152 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   758,648 2,457 SH   SOLE 0 2,457 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   546,535 5,500 SH   SOLE 0 5,500 0 0
CANADIAN NATL RY CO COM 136375102   713,719 6,050 SH   SOLE 0 6,050 0 0
CAPITAL ONE FINL CORP COM 14040H105   427,720 4,448 SH   SOLE 0 4,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   447,572 9,783 SH   SOLE 0 9,783 0 0
CATALENT INC COM 148806102   13,067,748 198,870 SH   SOLE 0 198,870 0 0
CATERPILLAR INC COM 149123101   340,966 1,490 SH   SOLE 0 1,490 0 0
CHARLES RIV LABS INTL INC COM 159864107   22,116,445 109,585 SH   SOLE 0 109,585 0 0
CHEVRON CORP NEW COM 166764100   1,018,934 6,245 SH   SOLE 0 6,245 0 0
CHURCH & DWIGHT CO INC COM 171340102   38,261,019 432,768 SH   SOLE 0 432,768 0 0
CISCO SYS INC COM 17275R102   307,776 5,888 SH   SOLE 0 5,888 0 0
COCA COLA CO COM 191216100   717,429 11,566 SH   SOLE 0 11,566 0 0
COLGATE PALMOLIVE CO COM 194162103   263,777 3,510 SH   SOLE 0 3,510 0 0
COMFORT SYS USA INC COM 199908104   2,189,400 15,000 SH   SOLE 0 15,000 0 0
COMMERCE BANCSHARES INC COM 200525103   24,243,652 415,487 SH   SOLE 0 415,487 0 0
CONMED CORP COM 207410101   13,534,308 130,313 SH   SOLE 0 130,313 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,281,088 8,616 SH   SOLE 0 8,616 0 0
CSW INDUSTRIALS INC COM 126402106   17,470,864 125,753 SH   SOLE 0 125,753 0 0
CSX CORP COM 126408103   413,172 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102   67,004,417 265,848 SH   SOLE 0 265,848 0 0
DONALDSON INC COM 257651109   45,450,373 695,598 SH   SOLE 0 695,598 0 0
EATON CORP PLC SHS G29183103   631,217 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100   9,328,443 56,355 SH   SOLE 0 56,355 0 0
EMERSON ELEC CO COM 291011104   287,562 3,300 SH   SOLE 0 3,300 0 0
EXXON MOBIL CORP COM 30231G102   4,408,222 40,199 SH   SOLE 0 40,199 0 0
FASTENAL CO COM 311900104   28,820,735 534,311 SH   SOLE 0 534,311 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   19,147,431 352,428 SH   SOLE 0 352,428 0 0
FIFTH THIRD BANCORP COM 316773100   484,848 18,200 SH   SOLE 0 18,200 0 0
FISERV INC COM 337738108   58,945,145 521,500 SH   SOLE 0 521,500 0 0
FORTIVE CORP COM 34959J108   19,553,746 286,838 SH   SOLE 0 286,838 0 0
GALLAGHER ARTHUR J & CO COM 363576109   54,782,766 286,356 SH   SOLE 0 286,356 0 0
GENERAC HLDGS INC COM 368736104   13,973,794 129,375 SH   SOLE 0 129,375 0 0
GENERAL MLS INC COM 370334104   328,936 3,849 SH   SOLE 0 3,849 0 0
GRACO INC COM 384109104   41,155,372 563,695 SH   SOLE 0 563,695 0 0
HENRY SCHEIN INC COM 806407102   436,239 5,350 SH   SOLE 0 5,350 0 0
HOME DEPOT INC COM 437076102   911,626 3,089 SH   SOLE 0 3,089 0 0
HONEYWELL INTL INC COM 438516106   613,304 3,209 SH   SOLE 0 3,209 0 0
IDEX CORP COM 45167R104   65,397,787 283,071 SH   SOLE 0 283,071 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,782,877 11,431 SH   SOLE 0 11,431 0 0
INTEL CORP COM 458140100   640,430 19,603 SH   SOLE 0 19,603 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   482,673 3,682 SH   SOLE 0 3,682 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   645,171 4,461 SH   SOLE 0 4,461 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   262,200 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200   475,620 1,157 SH   SOLE 0 1,157 0 0
JOHNSON & JOHNSON COM 478160104   3,676,135 23,717 SH   SOLE 0 23,717 0 0
JPMORGAN CHASE & CO COM 46625H100   3,632,912 27,879 SH   SOLE 0 27,879 0 0
KADANT INC COM 48282T104   6,943,716 33,300 SH   SOLE 0 33,300 0 0
LANDSTAR SYS INC COM 515098101   47,510,712 265,038 SH   SOLE 0 265,038 0 0
M & T BK CORP COM 55261F104   1,305,465 10,918 SH   SOLE 0 10,918 0 0
MASTERCARD INCORPORATED CL A 57636Q104   292,908 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101   819,460 2,931 SH   SOLE 0 2,931 0 0
MERCK & CO INC COM 58933Y105   438,965 4,126 SH   SOLE 0 4,126 0 0
MICRON TECHNOLOGY INC COM 595112103   1,087,648 18,025 SH   SOLE 0 18,025 0 0
MICROSOFT CORP COM 594918104   3,812,826 13,225 SH   SOLE 0 13,225 0 0
MIDDLEBY CORP COM 596278101   733,783 5,005 SH   SOLE 0 5,005 0 0
MSA SAFETY INC COM 553498106   6,007,500 45,000 SH   SOLE 0 45,000 0 0
MSC INDL DIRECT INC CL A 553530106   9,240,252 110,003 SH   SOLE 0 110,003 0 0
NORDSON CORP COM 655663102   37,097,194 166,909 SH   SOLE 0 166,909 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,087,944 71,913 SH   SOLE 0 71,913 0 0
OTIS WORLDWIDE CORP COM 68902V107   279,448 3,311 SH   SOLE 0 3,311 0 0
PAYCHEX INC COM 704326107   323,831 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104   23,600,732 427,008 SH   SOLE 0 427,008 0 0
PEPSICO INC COM 713448108   1,524,940 8,365 SH   SOLE 0 8,365 0 0
PERFICIENT INC COM 71375U101   27,408,594 379,673 SH   SOLE 0 379,673 0 0
PFIZER INC COM 717081103   493,762 12,102 SH   SOLE 0 12,102 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   12,723,537 230,666 SH   SOLE 0 230,666 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,585,064 12,471 SH   SOLE 0 12,471 0 0
PROCTER AND GAMBLE CO COM 742718109   2,863,323 19,257 SH   SOLE 0 19,257 0 0
QUEST DIAGNOSTICS INC COM 74834L100   488,106 3,450 SH   SOLE 0 3,450 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,106,413 11,298 SH   SOLE 0 11,298 0 0
RBC BEARINGS INC COM 75524B104   19,562,586 84,057 SH   SOLE 0 84,057 0 0
REGAL REXNORD CORPORATION COM 758750103   26,887,353 191,056 SH   SOLE 0 191,056 0 0
ROPER TECHNOLOGIES INC COM 776696106   46,042,379 104,478 SH   SOLE 0 104,478 0 0
ROSS STORES INC COM 778296103   997,622 9,400 SH   SOLE 0 9,400 0 0
ROYAL BK CDA SUSTAINABL COM 780087102   453,909 4,749 SH   SOLE 0 4,749 0 0
RPM INTL INC COM 749685103   34,921,957 400,298 SH   SOLE 0 400,298 0 0
S&P GLOBAL INC COM 78409V104   7,327,915 21,255 SH   SOLE 0 21,255 0 0
SELECTIVE INS GROUP INC COM 816300107   1,155,018 12,116 SH   SOLE 0 12,116 0 0
SNAP ON INC COM 833034101   2,094,368 8,483 SH   SOLE 0 8,483 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   869,011 2,123 SH   SOLE 0 2,123 0 0
STRYKER CORPORATION COM 863667101   230,089 806 SH   SOLE 0 806 0 0
TELEFLEX INCORPORATED COM 879369106   19,972,227 78,845 SH   SOLE 0 78,845 0 0
TESLA INC COM 88160R101   200,406 966 SH   SOLE 0 966 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,310,472 40,444 SH   SOLE 0 40,444 0 0
TRAVELERS COMPANIES INC COM 89417E109   323,108 1,885 SH   SOLE 0 1,885 0 0
TRUIST FINL CORP COM 89832Q109   301,512 8,842 SH   SOLE 0 8,842 0 0
UNION PAC CORP COM 907818108   528,911 2,628 SH   SOLE 0 2,628 0 0
US BANCORP DEL COM NEW 902973304   3,435,319 95,293 SH   SOLE 0 95,293 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   16,446,865 215,020 SH   SOLE 0 215,020 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   828,715 10,799 SH   SOLE 0 10,799 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   567,900 7,692 SH   SOLE 0 7,692 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   4,331,692 87,971 SH   SOLE 0 87,971 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   444,139 1,181 SH   SOLE 0 1,181 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,583,605 7,759 SH   SOLE 0 7,759 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   543,571 6,776 SH   SOLE 0 6,776 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   10,762,080 141,179 SH   SOLE 0 141,179 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,926,805 67,079 SH   SOLE 0 67,079 0 0
VERISK ANALYTICS INC COM 92345Y106   41,810,651 217,923 SH   SOLE 0 217,923 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   209,617 5,390 SH   SOLE 0 5,390 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   18,051,026 1,261,427 SH   SOLE 0 1,261,427 0 0
VISA INC COM CL A 92826C839   916,946 4,067 SH   SOLE 0 4,067 0 0
VONTIER CORPORATION COM 928881101   5,644,862 206,469 SH   SOLE 0 206,469 0 0
WABTEC COM 929740108   1,502,762 14,870 SH   SOLE 0 14,870 0 0
WALMART INC COM 931142103   1,188,734 8,062 SH   SOLE 0 8,062 0 0
WATERS CORP COM 941848103   3,701,627 11,955 SH   SOLE 0 11,955 0 0
WELLS FARGO CO NEW COM 949746101   1,207,497 32,303 SH   SOLE 0 32,303 0 0
WESTERN ALLIANCE BANCORP COM 957638109   7,473,422 210,282 SH   SOLE 0 210,282 0 0
WINMARK CORP COM 974250102   3,934,560 12,279 SH   SOLE 0 12,279 0 0
XYLEM INC COM 98419M100   37,979,925 362,750 SH   SOLE 0 362,750 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   25,269,234 79,463 SH   SOLE 0 79,463 0 0
ZIFF DAVIS INC COM 48123V102   22,012,754 282,034 SH   SOLE 0 282,034 0 0