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 42,106 202,647 SH   SOLE 0 201,675 0 972
Abbott Laboratories Common Stock 002824100 34,300 429,078 SH   SOLE 0 373,499 0 55,579
AbbVie Common Stock 00287Y109 32,766 406,578 SH   SOLE 0 380,000 0 26,578
Accenture, Class A Common Stock G1151C101 552 3,137 SH   SOLE 0 900 0 2,237
Adobe Inc. Common Stock 00724F101 128,461 482,049 SH   SOLE 0 460,300 0 21,749
Agilent Technologies Common Stock 00846U101 73,213 910,834 SH   SOLE 0 900,000 0 10,834
Air Products & Chemicals Common Stock 009158106 38,478 201,500 SH   SOLE 0 200,000 0 1,500
Akamai Technologies Common Stock 00971T101 274 3,825 SH   SOLE 0 0 0 3,825
Alaska Air Common Stock 011659109 484 8,622 SH   SOLE 0 7,422 0 1,200
Ally Financial Common Stock 02005N100 1,240 45,125 SH   SOLE 0 41,100 0 4,025
Alphabet, Class A Common Stock 02079K305 33,228 28,234 SH   SOLE 0 27,123 0 1,111
Amazon.com Common Stock 023135106 3,323 1,866 SH   SOLE 0 1,589 0 277
Amgen Common Stock 031162100 68,857 362,446 SH   SOLE 0 358,080 0 4,366
Aon PLC Common Stock G0408V102 284 1,664 SH   SOLE 0 0 0 1,664
Apple Common Stock 037833100 116,931 615,589 SH   SOLE 0 519,720 0 95,869
Applied Materials Common Stock 038222105 325 8,200 SH   SOLE 0 8,200 0 0
ASML Holding NY Common Stock N07059210 61,795 328,608 SH   SOLE 0 328,000 0 608
AT&T Common Stock 00206R102 235 7,500 SH   SOLE 0 7,500 0 0
Baidu ADR ADR 056752108 577 3,500 SH   SOLE 0 3,500 0 0
Banco Santander ADS ADR 05964H105 47 10,214 SH   SOLE 0 10,081 0 133
Bank of America Common Stock 060505104 224 8,113 SH   SOLE 0 0 0 8,113
Barrick Gold Common Stock 067901108 885 64,518 SH   SOLE 0 62,812 0 1,706
BCE Common Stock 05534B760 2,520 56,769 SH   SOLE 0 53,300 0 3,469
Becton, Dickinson & Co. Common Stock 075887109 400 1,600 SH   SOLE 0 0 0 1,600
Belmond, Class A Common Stock G1154H107 4,233 169,800 SH   SOLE 0 169,800 0 0
BHP Group (Australia) ADR ADR 088606108 226 4,133 SH   SOLE 0 4,000 0 133
Booking Holdings Common Stock 09857L108 989 567 SH   SOLE 0 400 0 167
Bristol-Myers Squibb Common Stock 110122108 32,329 677,614 SH   SOLE 0 668,900 0 8,714
Canadian National Railway Common Stock 136375102 48,999 547,600 SH   SOLE 0 535,600 0 12,000
Carlisle Common Stock 142339100 40,734 332,200 SH   SOLE 0 331,000 0 1,200
Celgene Common Stock 151020104 19,414 205,789 SH   SOLE 0 200,000 0 5,789
Charles River Laboratories Common Stock 159864107 217 1,495 SH   SOLE 0 0 0 1,495
Chevron Corporation Common Stock 166764100 513 4,166 SH   SOLE 0 0 0 4,166
Chubb Common Stock H1467J104 418 2,987 SH   SOLE 0 1,830 0 1,157
Church & Dwight Common Stock 171340102 86,906 1,220,077 SH   SOLE 0 1,202,400 0 17,677
Cisco Systems Common Stock 17275R102 91,347 1,691,933 SH   SOLE 0 1,650,000 0 41,933
Clorox Common Stock 189054109 40,185 250,434 SH   SOLE 0 250,000 0 434
CNOOC ADR ADR 126132109 204 1,100 SH   SOLE 0 1,100 0 0
Colgate-Palmolive Common Stock 194162103 36,852 537,666 SH   SOLE 0 536,600 0 1,066
ConocoPhillips Common Stock 20825C104 464 6,958 SH   SOLE 0 2,240 0 4,718
Copa Holdings, Class A Common Stock P31076105 3,071 38,100 SH   SOLE 0 34,000 0 4,100
Costco Wholesale Common Stock 22160K105 1,215 5,018 SH   SOLE 0 4,883 0 135
Delta Air Lines Common Stock 247361702 426 8,250 SH   SOLE 0 0 0 8,250
Dow Inc Common Stock 260557103 11,399 215,277 SH   SOLE 0 0 0 215,277
DowDuPont Common Stock 26078J100 34,512 647,391 SH   SOLE 0 644,000 0 3,391
Duluth Holdings, Inc. Class B Common Stock 26443V101 281 11,800 SH   SOLE 0 0 0 11,800
Ecolab Common Stock 278865100 2,078 11,773 SH   SOLE 0 6,966 0 4,807
Edwards Lifesciences Common Stock 28176E108 1,344 7,025 SH   SOLE 0 5,700 0 1,325
Elanco Animal Health, Inc. Common Stock 28414H103 411 12,829 SH   SOLE 0 0 0 12,829
Eli Lilly Common Stock 532457108 127,231 980,508 SH   SOLE 0 970,000 0 10,508
EMCOR Group Common Stock 29084Q100 49,895 682,750 SH   SOLE 0 682,750 0 0
Enersis Americas ADR ADR 29274F104 89 10,000 SH   SOLE 0 10,000 0 0
Equinor ASA ADR ADR 29446M102 406 18,500 SH   SOLE 0 18,500 0 0
Estee Lauder, Class A Common Stock 518439104 75,991 459,021 SH   SOLE 0 458,594 0 427
Exponent Common Stock 30214U102 231 4,000 SH   SOLE 0 0 0 4,000
Exxon Mobil Common Stock 30231G102 504 6,241 SH   SOLE 0 0 0 6,241
F5 Networks Common Stock 315616102 314 2,000 SH   SOLE 0 0 0 2,000
Fastenal Common Stock 311900104 38,912 605,064 SH   SOLE 0 602,250 0 2,814
Fomento Economico Mex ADR (FEMSA) ADR 344419106 2,768 30,000 SH   SOLE 0 30,000 0 0
Gartner Common Stock 366651107 27,415 180,745 SH   SOLE 0 180,000 0 745
General Mills Common Stock 370334104 15,550 300,488 SH   SOLE 0 300,000 0 488
Genuine Parts Common Stock 372460105 43,284 386,365 SH   SOLE 0 382,000 0 4,365
GlaxoSmithKline ADR ADR 37733W105 17,560 420,202 SH   SOLE 0 389,507 0 30,695
Grupo Aeroportuario Sureste ADR ADR 40051E202 218 1,350 SH   SOLE 0 1,350 0 0
Harris Common Stock 413875105 62,392 390,660 SH   SOLE 0 390,000 0 660
Hasbro Common Stock 418056107 418 4,921 SH   SOLE 0 600 0 4,321
Home Depot Common Stock 437076102 1,955 10,189 SH   SOLE 0 5,650 0 4,539
Honeywell International Common Stock 438516106 48,766 306,856 SH   SOLE 0 306,000 0 856
Humana Common Stock 444859102 960 3,608 SH   SOLE 0 0 0 3,608
Idacorp Common Stock 451107106 1,533 15,400 SH   SOLE 0 0 0 15,400
Illinois Tool Works Common Stock 452308109 45,396 316,281 SH   SOLE 0 300,000 0 16,281
Illumina Common Stock 452327109 466 1,500 SH   SOLE 0 0 0 1,500
Integrated Device Technology Common Stock 458118106 200 4,087 SH   SOLE 0 0 0 4,087
Intel Common Stock 458140100 50,200 934,815 SH   SOLE 0 903,100 0 31,715
International Flavors & Fragrances Common Stock 459506101 662 5,142 SH   SOLE 0 5,000 0 142
Intuit Common Stock 461202103 122,578 468,909 SH   SOLE 0 450,000 0 18,909
Itau Unibanco Holding ADR, Class A ADR 465562106 222 25,202 SH   SOLE 0 25,000 0 202
Johnson & Johnson Common Stock 478160104 94,036 672,697 SH   SOLE 0 651,600 0 21,097
Johnson Controls International Common Stock G51502105 18,615 503,925 SH   SOLE 0 503,450 0 475
JP Morgan Chase Common Stock 46625H100 1,239 12,237 SH   SOLE 0 10,217 0 2,020
Juniper Networks Common Stock 48203R104 364 13,742 SH   SOLE 0 0 0 13,742
Kansas City Southern Industries Common Stock 485170302 1,583 13,650 SH   SOLE 0 6,500 0 7,150
Keysight Technologies Common Stock 49338L103 43,703 501,179 SH   SOLE 0 500,000 0 1,179
Kimberly-Clark Common Stock 494368103 29,017 234,200 SH   SOLE 0 230,000 0 4,200
Koninklijke Philips ADR ADR 500472303 1,228 30,060 SH   SOLE 0 29,293 0 767
Lincoln Electric Holdings Common Stock 533900106 30,294 361,200 SH   SOLE 0 360,000 0 1,200
Linde PLC Common Stock G5494J103 28,496 161,971 SH   SOLE 0 161,000 0 971
Lowe's Common Stock 548661107 46,639 426,043 SH   SOLE 0 413,350 0 12,693
Mastercard, Class A Common Stock 57636Q104 2,325 9,875 SH   SOLE 0 9,738 0 137
McCormick & Co Common Stock 579780206 53,578 355,696 SH   SOLE 0 350,000 0 5,696
MercadoLibre Common Stock 58733R102 5,077 10,000 SH   SOLE 0 10,000 0 0
Methanex Common Stock 59151K108 17,456 307,000 SH   SOLE 0 300,000 0 7,000
Microchip Technology Common Stock 595017104 44,307 534,079 SH   SOLE 0 508,700 0 25,379
Micron Technology Common Stock 595112103 1,012 24,491 SH   SOLE 0 19,100 0 5,391
Microsoft Common Stock 594918104 69,500 589,280 SH   SOLE 0 570,358 0 18,922
Mitsubishi UFJ Financial ADR ADR 606822104 1,096 221,450 SH   SOLE 0 221,450 0 0
Monster Beverage Common Stock 61174X109 1,691 30,989 SH   SOLE 0 0 0 30,989
Moody's Common Stock 615369105 1,030 5,689 SH   SOLE 0 0 0 5,689
NICE Systems ADR ADR 653656108 4,954 40,440 SH   SOLE 0 40,000 0 440
Nike, Class B Common Stock 654106103 2,710 32,183 SH   SOLE 0 10,276 0 21,907
Norfolk Southern Common Stock 655844108 57,152 305,803 SH   SOLE 0 300,000 0 5,803
Novartis ADR ADR 66987V109 27,539 286,444 SH   SOLE 0 270,300 0 16,144
Novo Nordisk ADR ADR 670100205 55,816 1,067,028 SH   SOLE 0 1,055,614 0 11,414
Nutrien Common Stock 67077M108 11,017 208,818 SH   SOLE 0 185,600 0 23,218
NXP Semiconductors Common Stock N6596X109 480 5,425 SH   SOLE 0 2,500 0 2,925
Oracle Common Stock 68389X105 37,159 691,854 SH   SOLE 0 664,400 0 27,454
Orange ADR ADR 684060106 163 10,026 SH   SOLE 0 10,000 0 26
Parker Hannifin Common Stock 701094104 47,395 276,162 SH   SOLE 0 276,150 0 12
PCTEL, Inc. Common Stock 69325Q105 63 12,500 SH   SOLE 0 0 0 12,500
PepsiCo Common Stock 713448108 60,963 497,455 SH   SOLE 0 486,350 0 11,105
Pfizer Common Stock 717081103 51,085 1,202,848 SH   SOLE 0 1,154,700 0 48,148
Phillips 66 Common Stock 718546104 1,295 13,609 SH   SOLE 0 0 0 13,609
PNC Financial Services Group Common Stock 693475105 273 2,222 SH   SOLE 0 1,690 0 532
PPG Industries Common Stock 693506107 45,948 407,085 SH   SOLE 0 401,500 0 5,585
Procter & Gamble Common Stock 742718109 5,120 49,211 SH   SOLE 0 40,650 0 8,561
Qualcomm Common Stock 747525103 47,488 832,690 SH   SOLE 0 808,200 0 24,490
Raymond James Financial Common Stock 754730109 448 5,568 SH   SOLE 0 0 0 5,568
Resideo Technologies Common Stock 76118Y104 967 50,116 SH   SOLE 0 50,000 0 116
Rio Tinto PLC ADS ADR 767204100 7,770 132,035 SH   SOLE 0 130,000 0 2,035
Rockwell Automation Common Stock 773903109 52,638 300,000 SH   SOLE 0 300,000 0 0
Roper Technologies Inc Common Stock 776696106 445 1,300 SH   SOLE 0 0 0 1,300
Ross Stores Common Stock 778296103 1,933 20,759 SH   SOLE 0 13,590 0 7,169
Royal Dutch Shell ADR, Class A ADR 780259206 303 4,849 SH   SOLE 0 3,800 0 1,049
RPM International Common Stock 749685103 11,799 203,286 SH   SOLE 0 200,400 0 2,886
SAP ADR ADR 803054204 36,669 317,592 SH   SOLE 0 316,379 0 1,213
Sensata Technologies Holding Common Stock G8060N102 597 13,260 SH   SOLE 0 11,370 0 1,890
SK Telecom ADR ADR 78440P108 337 13,750 SH   SOLE 0 9,000 0 4,750
Stanley Black & Decker Common Stock 854502101 15,420 113,244 SH   SOLE 0 108,684 0 4,560
Starbucks Common Stock 855244109 1,383 18,602 SH   SOLE 0 16,387 0 2,215
STMicroelectronics (NY shares) ADR 861012102 825 55,550 SH   SOLE 0 3,800 0 51,750
Stryker Common Stock 863667101 60,475 306,170 SH   SOLE 0 303,000 0 3,170
SVMK, Inc. Common Stock 78489X103 255 14,000 SH   SOLE 0 0 0 14,000
SYNNEX Corporation Common Stock 87162W100 4,233 44,379 SH   SOLE 0 44,335 0 44
Taiwan Semiconductor ADR ADR 874039100 87,659 2,140,112 SH   SOLE 0 2,100,269 0 39,843
TE Connectivity Common Stock H84989104 1,168 14,462 SH   SOLE 0 6,351 0 8,111
Telekomunikasi Indonesia ADR ADR 715684106 1,766 64,300 SH   SOLE 0 32,000 0 32,300
Telus Common Stock 87971M103 2,000 54,000 SH   SOLE 0 50,000 0 4,000
Texas Instruments Common Stock 882508104 705 6,644 SH   SOLE 0 3,600 0 3,044
TJX Companies Common Stock 872540109 76,907 1,445,340 SH   SOLE 0 1,414,078 0 31,262
Toronto-Dominion Bank Common Stock 891160509 3,839 70,653 SH   SOLE 0 56,965 0 13,688
Total ADR ADR 89151E109 2,270 40,799 SH   SOLE 0 40,106 0 693
Toyota Motor ADS ADR 892331307 1,395 11,824 SH   SOLE 0 11,000 0 824
Trimble Common Stock 896239100 63,297 1,566,755 SH   SOLE 0 1,524,000 0 42,755
Unilever Common Stock 904784709 748 12,830 SH   SOLE 0 2,700 0 10,130
Unilever ADR ADR 904767704 24,019 416,122 SH   SOLE 0 392,600 0 23,522
Union Pacific Common Stock 907818108 50,970 304,842 SH   SOLE 0 300,000 0 4,842
United Parcel Service, Class B Common Stock 911312106 540 4,831 SH   SOLE 0 0 0 4,831
United Technologies Common Stock 913017109 20,778 161,209 SH   SOLE 0 160,000 0 1,209
UnitedHealth Group Common Stock 91324P102 1,329 5,375 SH   SOLE 0 0 0 5,375
VF Common Stock 918204108 1,208 13,900 SH   SOLE 0 13,900 0 0
W.W. Grainger Common Stock 384802104 24,556 81,600 SH   SOLE 0 80,000 0 1,600
Western Digital Common Stock 958102105 312 6,500 SH   SOLE 0 5,000 0 1,500
Worldpay, Class A Common Stock 981558109 1,436 12,653 SH   SOLE 0 12,000 0 653
Xilinx Common Stock 983919101 77,771 613,385 SH   SOLE 0 609,700 0 3,685