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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Common Stock 88579Y101 38,607 202,617 SH   SOLE 0 201,675 0 942
Abbott Laboratories Common Stock 002824100 31,367 433,660 SH   SOLE 0 373,499 0 60,161
AbbVie Common Stock 00287Y109 37,482 406,577 SH   SOLE 0 380,000 0 26,577
Accenture, Class A Common Stock G1151C101 442 3,137 SH   SOLE 0 900 0 2,237
Adobe Systems Common Stock 00724F101 109,529 484,129 SH   SOLE 0 460,300 0 23,829
Agilent Technologies Common Stock 00846U101 61,445 910,834 SH   SOLE 0 900,000 0 10,834
Air Products & Chemicals Common Stock 009158106 32,250 201,500 SH   SOLE 0 200,000 0 1,500
Akamai Technologies Common Stock 00971T101 234 3,825 SH   SOLE 0 0 0 3,825
Alaska Air Common Stock 011659109 525 8,622 SH   SOLE 0 7,422 0 1,200
Ally Financial Common Stock 02005N100 1,023 45,125 SH   SOLE 0 41,100 0 4,025
Alphabet, Class A Common Stock 02079K305 29,561 28,289 SH   SOLE 0 27,123 0 1,166
Amazon.com Common Stock 023135106 2,800 1,864 SH   SOLE 0 1,589 0 275
Amgen Common Stock 031162100 70,682 363,085 SH   SOLE 0 359,972 0 3,113
Aon PLC Common Stock G0408V102 242 1,664 SH   SOLE 0 0 0 1,664
Apple Common Stock 037833100 95,976 608,444 SH   SOLE 0 520,320 0 88,124
Applied Materials Common Stock 038222105 268 8,200 SH   SOLE 0 8,200 0 0
ASML Holding NY Common Stock N07059210 51,137 328,600 SH   SOLE 0 328,000 0 600
AstraZeneca ADS ADR 046353108 228 6,000 SH   SOLE 0 0 0 6,000
Baidu ADR ADR 056752108 555 3,500 SH   SOLE 0 3,500 0 0
Banco Santander ADS ADR 05964H105 45 10,081 SH   SOLE 0 10,081 0 0
Barrick Gold Common Stock 067901108 932 68,844 SH   SOLE 0 0 0 68,844
BCE Common Stock 05534B760 2,244 56,769 SH   SOLE 0 53,300 0 3,469
Belmond, Class A Common Stock G1154H107 4,250 169,800 SH   SOLE 0 169,800 0 0
BHP Group (Australia) ADR ADR 088606108 386 8,000 SH   SOLE 0 6,000 0 2,000
Booking Holdings Common Stock 09857L108 977 567 SH   SOLE 0 400 0 167
Bristol-Myers Squibb Common Stock 110122108 35,094 675,144 SH   SOLE 0 652,650 0 22,494
Canadian National Railway Common Stock 136375102 40,583 547,600 SH   SOLE 0 535,600 0 12,000
Canon ADS ADR 138006309 360 13,050 SH   SOLE 0 0 0 13,050
Carlisle Common Stock 142339100 33,393 332,200 SH   SOLE 0 331,000 0 1,200
Celgene Common Stock 151020104 12,929 201,739 SH   SOLE 0 200,000 0 1,739
Chevron Corporation Common Stock 166764100 456 4,194 SH   SOLE 0 0 0 4,194
Chubb Common Stock H1467J104 395 3,056 SH   SOLE 0 1,830 0 1,226
Church & Dwight Common Stock 171340102 80,232 1,220,077 SH   SOLE 0 1,202,400 0 17,677
Cisco Systems Common Stock 17275R102 73,024 1,685,310 SH   SOLE 0 1,650,000 0 35,310
Clorox Common Stock 189054109 38,597 250,405 SH   SOLE 0 250,000 0 405
CNOOC ADR ADR 126132109 259 1,700 SH   SOLE 0 1,700 0 0
Coeur Mining Common Stock 192108504 63 14,000 SH   SOLE 0 0 0 14,000
Colgate-Palmolive Common Stock 194162103 31,998 537,608 SH   SOLE 0 536,600 0 1,008
ConocoPhillips Common Stock 20825C104 556 8,910 SH   SOLE 0 2,240 0 6,670
Copa Holdings, Class A Common Stock P31076105 2,684 34,100 SH   SOLE 0 34,000 0 100
Costco Wholesale Common Stock 22160K105 1,015 4,983 SH   SOLE 0 4,883 0 100
Delta Air Lines Common Stock 247361702 417 8,350 SH   SOLE 0 0 0 8,350
DowDuPont Common Stock 26078J100 34,794 650,596 SH   SOLE 0 643,400 0 7,196
Duke Energy Common Stock 26441C204 262 3,031 SH   SOLE 0 0 0 3,031
Duke Realty Common Stock 264411505 231 8,900 SH   SOLE 0 0 0 8,900
Ecolab Common Stock 278865100 1,175 7,973 SH   SOLE 0 6,966 0 1,007
Edwards Lifesciences Common Stock 28176E108 1,076 7,025 SH   SOLE 0 5,700 0 1,325
Eli Lilly Common Stock 532457108 113,984 985,000 SH   SOLE 0 970,000 0 15,000
EMCOR Group Common Stock 29084Q100 40,753 682,750 SH   SOLE 0 682,750 0 0
Enbridge Inc Common Stock 29250N105 359 11,541 SH   SOLE 0 0 0 11,541
EnCana Common Stock 292505104 75 13,000 SH   SOLE 0 0 0 13,000
Enersis Americas ADR ADR 29274F104 89 10,000 SH   SOLE 0 10,000 0 0
Equinor ASA ADR ADR 29446M102 392 18,500 SH   SOLE 0 18,500 0 0
Estee Lauder, Class A Common Stock 518439104 59,719 459,021 SH   SOLE 0 458,594 0 427
Exponent Common Stock 30214U102 203 4,000 SH   SOLE 0 0 0 4,000
Exxon Mobil Common Stock 30231G102 423 6,196 SH   SOLE 0 0 0 6,196
Fastenal Common Stock 311900104 31,639 605,064 SH   SOLE 0 602,250 0 2,814
Fomento Economico Mex ADR (FEMSA) ADR 344419106 2,582 30,000 SH   SOLE 0 30,000 0 0
Gartner Common Stock 366651107 23,106 180,741 SH   SOLE 0 180,000 0 741
General Mills Common Stock 370334104 11,701 300,488 SH   SOLE 0 300,000 0 488
Genuine Parts Common Stock 372460105 37,099 386,365 SH   SOLE 0 382,000 0 4,365
GlaxoSmithKline ADR ADR 37733W105 15,331 401,237 SH   SOLE 0 387,607 0 13,630
Grupo Aeroportuario Sureste ADR ADR 40051E202 203 1,350 SH   SOLE 0 1,350 0 0
Harris Common Stock 413875105 53,141 394,660 SH   SOLE 0 390,000 0 4,660
Hasbro Common Stock 418056107 449 5,522 SH   SOLE 0 600 0 4,922
Home Depot Common Stock 437076102 1,419 8,258 SH   SOLE 0 7,114 0 1,144
Honeywell International Common Stock 438516106 40,542 306,856 SH   SOLE 0 306,000 0 856
Idacorp Common Stock 451107106 1,340 14,400 SH   SOLE 0 0 0 14,400
Illinois Tool Works Common Stock 452308109 39,842 314,481 SH   SOLE 0 300,000 0 14,481
Intel Common Stock 458140100 43,869 934,779 SH   SOLE 0 903,100 0 31,679
International Business Machines Common Stock 459200101 250 2,200 SH   SOLE 0 0 0 2,200
International Flavors & Fragrances Common Stock 459506101 690 5,142 SH   SOLE 0 5,000 0 142
Intuit Common Stock 461202103 92,069 467,709 SH   SOLE 0 450,000 0 17,709
Itau Unibanco Holding ADR, Class A ADR 465562106 302 33,000 SH   SOLE 0 33,000 0 0
Johnson & Johnson Common Stock 478160104 86,290 668,653 SH   SOLE 0 651,600 0 17,053
Johnson Controls International Common Stock G51502105 14,949 504,175 SH   SOLE 0 503,450 0 725
JP Morgan Chase Common Stock 46625H100 1,482 15,180 SH   SOLE 0 13,279 0 1,901
Juniper Networks Common Stock 48203R104 408 15,170 SH   SOLE 0 0 0 15,170
Kansas City Southern Industries Common Stock 485170302 635 6,650 SH   SOLE 0 6,500 0 150
Keysight Technologies Common Stock 49338L103 31,424 506,179 SH   SOLE 0 500,000 0 6,179
Kimberly-Clark Common Stock 494368103 26,389 231,600 SH   SOLE 0 230,000 0 1,600
Koninklijke Philips ADR ADR 500472303 1,108 31,560 SH   SOLE 0 29,293 0 2,267
Latam Airlines Group ADR 51817R106 191 18,569 SH   SOLE 0 3,600 0 14,969
Lincoln Electric Holdings Common Stock 533900106 28,481 361,200 SH   SOLE 0 360,000 0 1,200
Linde PLC Common Stock G5494J103 34,632 221,943 SH   SOLE 0 221,000 0 943
Lowe's Common Stock 548661107 38,543 417,314 SH   SOLE 0 410,850 0 6,464
Mastercard, Class A Common Stock 57636Q104 1,863 9,875 SH   SOLE 0 9,738 0 137
McCormick & Co Common Stock 579780206 49,527 355,696 SH   SOLE 0 350,000 0 5,696
MercadoLibre Common Stock 58733R102 2,985 10,194 SH   SOLE 0 10,000 0 194
Methanex Common Stock 59151K108 14,788 307,000 SH   SOLE 0 300,000 0 7,000
Micro Focus International plc Spons ADR 594837304 355 20,600 SH   SOLE 0 20,600 0 0
Microchip Technology Common Stock 595017104 38,487 535,140 SH   SOLE 0 509,200 0 25,940
Micron Technology Common Stock 595112103 507 15,991 SH   SOLE 0 10,600 0 5,391
Microsoft Common Stock 594918104 59,861 589,361 SH   SOLE 0 570,358 0 19,003
Mitsubishi UFJ Financial ADR ADR 606822104 1,078 221,450 SH   SOLE 0 221,450 0 0
Monster Beverage Common Stock 61174X109 1,531 31,100 SH   SOLE 0 0 0 31,100
Moody's Common Stock 615369105 797 5,689 SH   SOLE 0 0 0 5,689
NICE Systems ADR ADR 653656108 4,376 40,440 SH   SOLE 0 40,000 0 440
Nike, Class B Common Stock 654106103 26,111 352,183 SH   SOLE 0 330,276 0 21,907
Norfolk Southern Common Stock 655844108 45,542 304,550 SH   SOLE 0 300,000 0 4,550
Novartis ADR ADR 66987V109 24,836 289,428 SH   SOLE 0 270,300 0 19,128
Novo Nordisk ADR ADR 670100205 49,185 1,067,614 SH   SOLE 0 1,055,614 0 12,000
Nutrien Common Stock 67077M108 10,006 212,892 SH   SOLE 0 188,800 0 24,092
NXP Semiconductors Common Stock N6596X109 446 6,093 SH   SOLE 0 2,500 0 3,593
Oracle Common Stock 68389X105 30,901 684,401 SH   SOLE 0 664,400 0 20,001
Orange ADR ADR 684060106 162 10,000 SH   SOLE 0 10,000 0 0
Parker Hannifin Common Stock 701094104 41,185 276,150 SH   SOLE 0 276,150 0 0
PepsiCo Common Stock 713448108 54,683 494,955 SH   SOLE 0 486,350 0 8,605
Pfizer Common Stock 717081103 52,181 1,195,431 SH   SOLE 0 1,153,980 0 41,451
Phillips 66 Common Stock 718546104 998 11,585 SH   SOLE 0 0 0 11,585
PNC Financial Services Group Common Stock 693475105 260 2,222 SH   SOLE 0 1,690 0 532
PPG Industries Common Stock 693506107 41,105 402,085 SH   SOLE 0 401,500 0 585
Procter & Gamble Common Stock 742718109 4,523 49,211 SH   SOLE 0 40,650 0 8,561
Qualcomm Common Stock 747525103 47,500 834,652 SH   SOLE 0 808,200 0 26,452
Raymond James Financial Common Stock 754730109 414 5,568 SH   SOLE 0 0 0 5,568
Resideo Technologies Common Stock 76118Y104 1,030 50,116 SH   SOLE 0 50,000 0 116
Rio Tinto PLC ADS ADR 767204100 853 17,600 SH   SOLE 0 10,000 0 7,600
Rockwell Automation Common Stock 773903109 45,144 300,000 SH   SOLE 0 300,000 0 0
Ross Stores Common Stock 778296103 1,245 14,959 SH   SOLE 0 13,590 0 1,369
Royal Dutch Shell ADR, Class A ADR 780259206 283 4,849 SH   SOLE 0 3,800 0 1,049
RPM International Common Stock 749685103 11,949 203,286 SH   SOLE 0 200,400 0 2,886
SAP ADR ADR 803054204 31,739 318,829 SH   SOLE 0 317,629 0 1,200
Sensata Technologies Holding Common Stock G8060N102 908 20,260 SH   SOLE 0 18,370 0 1,890
SK Telecom ADR ADR 78440P108 369 13,750 SH   SOLE 0 9,000 0 4,750
Stanley Black & Decker Common Stock 854502101 13,225 110,444 SH   SOLE 0 108,684 0 1,760
Starbucks Common Stock 855244109 1,198 18,602 SH   SOLE 0 16,387 0 2,215
Stryker Common Stock 863667101 47,495 303,000 SH   SOLE 0 303,000 0 0
Synchronoss Technologies Common Stock 87157B103 92 15,000 SH   SOLE 0 0 0 15,000
SYNNEX Corporation Common Stock 87162W100 3,588 44,379 SH   SOLE 0 44,335 0 44
Taiwan Semiconductor ADR ADR 874039100 78,805 2,135,062 SH   SOLE 0 2,100,269 0 34,793
TE Connectivity Common Stock H84989104 1,116 14,762 SH   SOLE 0 10,351 0 4,411
Telekomunikasi Indonesia ADR ADR 715684106 1,685 64,300 SH   SOLE 0 32,000 0 32,300
Telus Common Stock 87971M103 2,254 68,000 SH   SOLE 0 50,000 0 18,000
TJX Companies Common Stock 872540109 64,038 1,431,340 SH   SOLE 0 1,414,078 0 17,262
Toronto-Dominion Bank Common Stock 891160509 3,412 68,620 SH   SOLE 0 56,965 0 11,655
Total ADR ADR 89151E109 2,293 43,940 SH   SOLE 0 40,106 0 3,834
Toyota Motor ADS ADR 892331307 1,370 11,798 SH   SOLE 0 11,000 0 798
Trimble Common Stock 896239100 51,562 1,566,755 SH   SOLE 0 1,524,000 0 42,755
Ultralife Common Stock 903899102 68 10,000 SH   SOLE 0 0 0 10,000
Unilever Common Stock 904784709 690 12,830 SH   SOLE 0 2,700 0 10,130
Unilever ADR ADR 904767704 21,741 416,100 SH   SOLE 0 392,600 0 23,500
Union Pacific Common Stock 907818108 41,959 303,542 SH   SOLE 0 300,000 0 3,542
United Parcel Service, Class B Common Stock 911312106 1,053 10,794 SH   SOLE 0 0 0 10,794
United Technologies Common Stock 913017109 17,163 161,187 SH   SOLE 0 160,000 0 1,187
UnitedHealth Group Common Stock 91324P102 1,351 5,425 SH   SOLE 0 0 0 5,425
VF Common Stock 918204108 992 13,900 SH   SOLE 0 13,900 0 0
W.W. Grainger Common Stock 384802104 23,041 81,600 SH   SOLE 0 80,000 0 1,600
Worldpay, Class A Common Stock 981558109 917 12,000 SH   SOLE 0 12,000 0 0
Xilinx Common Stock 983919101 51,612 605,985 SH   SOLE 0 605,700 0 285