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
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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 34,784 200,667 SH   SOLE 0 200,000 0 667
Abbott Laboratories Common Stock 002824100 36,106 429,325 SH   SOLE 0 373,499 0 55,826
AbbVie Common Stock 00287Y109 29,195 401,476 SH   SOLE 0 380,000 0 21,476
Accenture, Class A Common Stock G1151C101 2,319 12,552 SH   SOLE 0 10,150 0 2,402
Adobe Inc. Common Stock 00724F101 142,030 482,029 SH   SOLE 0 460,300 0 21,729
Agilent Technologies Common Stock 00846U101 68,032 911,103 SH   SOLE 0 900,000 0 11,103
Air Products & Chemicals Common Stock 009158106 45,614 201,500 SH   SOLE 0 200,000 0 1,500
Akamai Technologies Common Stock 00971T101 307 3,825 SH   SOLE 0 0 0 3,825
Alaska Air Common Stock 011659109 554 8,672 SH   SOLE 0 7,422 0 1,250
Alcon ADR H01301128 3,431 55,288 SH   SOLE 0 54,060 0 1,228
Ally Financial Common Stock 02005N100 1,448 46,732 SH   SOLE 0 41,100 0 5,632
Alphabet, Class A Common Stock 02079K305 3,091 2,855 SH   SOLE 0 1,684 0 1,171
Amazon.com Common Stock 023135106 3,537 1,868 SH   SOLE 0 1,589 0 279
Amdocs Limited Common Stock G02602103 296 4,770 SH   SOLE 0 3,000 0 1,770
Amgen Common Stock 031162100 66,446 360,570 SH   SOLE 0 356,100 0 4,470
Aon PLC Common Stock G0408V102 321 1,664 SH   SOLE 0 0 0 1,664
Apple Common Stock 037833100 120,209 607,361 SH   SOLE 0 519,620 0 87,741
Applied Materials Common Stock 038222105 332 7,400 SH   SOLE 0 7,400 0 0
ASML Holding NY Common Stock N07059210 68,323 328,588 SH   SOLE 0 328,000 0 588
AT&T Common Stock 00206R102 251 7,500 SH   SOLE 0 7,500 0 0
Avista Common Stock 05379B107 201 4,500 SH   SOLE 0 0 0 4,500
Baidu ADR ADR 056752108 634 5,400 SH   SOLE 0 5,400 0 0
Banco Santander ADS ADR 05964H105 47 10,214 SH   SOLE 0 10,081 0 133
Bank of America Common Stock 060505104 235 8,113 SH   SOLE 0 0 0 8,113
Barrick Gold Common Stock 067901108 1,017 64,518 SH   SOLE 0 62,812 0 1,706
BCE Common Stock 05534B760 2,582 56,769 SH   SOLE 0 53,300 0 3,469
Becton, Dickinson & Co. Common Stock 075887109 403 1,600 SH   SOLE 0 0 0 1,600
BHP Biliton ADR ADR 088606108 240 4,133 SH   SOLE 0 4,000 0 133
Booking Holdings Common Stock 09857L108 1,104 589 SH   SOLE 0 400 0 189
Bristol-Myers Squibb Common Stock 110122108 30,759 678,264 SH   SOLE 0 668,900 0 9,364
Canadian National Railway Common Stock 136375102 50,642 547,600 SH   SOLE 0 535,600 0 12,000
Carlisle Common Stock 142339100 46,581 331,750 SH   SOLE 0 330,550 0 1,200
Celgene Common Stock 151020104 19,023 205,789 SH   SOLE 0 200,000 0 5,789
Charles River Laboratories Common Stock 159864107 340 2,395 SH   SOLE 0 0 0 2,395
Chevron Corporation Common Stock 166764100 513 4,126 SH   SOLE 0 0 0 4,126
Chubb Common Stock H1467J104 489 3,317 SH   SOLE 0 1,830 0 1,487
Church & Dwight Common Stock 171340102 89,161 1,220,387 SH   SOLE 0 1,202,400 0 17,987
Cisco Systems Common Stock 17275R102 92,623 1,692,359 SH   SOLE 0 1,650,000 0 42,359
Clorox Common Stock 189054109 38,489 251,384 SH   SOLE 0 250,000 0 1,384
Colgate-Palmolive Common Stock 194162103 38,535 537,666 SH   SOLE 0 536,600 0 1,066
Columbia Sportswear Common Stock 198516106 321 3,200 SH   SOLE 0 0 0 3,200
ConocoPhillips Common Stock 20825C104 379 6,208 SH   SOLE 0 1,490 0 4,718
Copa Holdings, Class A Common Stock P31076105 3,717 38,100 SH   SOLE 0 34,000 0 4,100
Corteva Inc Common Stock 22052L104 6,362 215,153 SH   SOLE 0 213,666 0 1,487
Costco Wholesale Common Stock 22160K105 1,326 5,018 SH   SOLE 0 4,883 0 135
Culp Common Stock 230215105 304 16,000 SH   SOLE 0 0 0 16,000
Delta Air Lines Common Stock 247361702 468 8,250 SH   SOLE 0 0 0 8,250
DocuSign Inc. Common Stock 256163106 323 6,500 SH   SOLE 0 0 0 6,500
Dow Inc Common Stock 260557103 10,580 214,558 SH   SOLE 0 213,666 0 892
Duke Realty Common Stock 264411505 215 6,800 SH   SOLE 0 0 0 6,800
Duluth Holdings, Inc. Class B Common Stock 26443V101 353 26,000 SH   SOLE 0 0 0 26,000
Dupont De Nemours Common Stock 26614N102 16,152 215,153 SH   SOLE 0 213,666 0 1,487
Ecolab Common Stock 278865100 2,324 11,773 SH   SOLE 0 6,966 0 4,807
Edwards Lifesciences Common Stock 28176E108 1,298 7,025 SH   SOLE 0 5,700 0 1,325
Elanco Animal Health, Inc. Common Stock 28414H103 545 16,129 SH   SOLE 0 0 0 16,129
Eli Lilly Common Stock 532457108 108,720 981,318 SH   SOLE 0 970,000 0 11,318
EMCOR Group Common Stock 29084Q100 60,150 682,750 SH   SOLE 0 682,750 0 0
Enel Americas ADR ADR 29274F104 89 10,000 SH   SOLE 0 10,000 0 0
Equinor ADR ADR 29446M102 366 18,500 SH   SOLE 0 18,500 0 0
Estee Lauder, Class A Common Stock 518439104 84,126 459,427 SH   SOLE 0 458,594 0 833
Exponent Common Stock 30214U102 328 5,600 SH   SOLE 0 0 0 5,600
Exxon Mobil Common Stock 30231G102 478 6,241 SH   SOLE 0 0 0 6,241
Fastenal Common Stock 311900104 39,438 1,210,128 SH   SOLE 0 1,204,500 0 5,628
Fomento Economico Mex ADR (FEMSA) ADR 344419106 2,903 30,000 SH   SOLE 0 30,000 0 0
Fortune Brands Home & Security Common Stock 34964C106 240 4,200 SH   SOLE 0 0 0 4,200
Gartner Common Stock 366651107 29,089 180,745 SH   SOLE 0 180,000 0 745
General Mills Common Stock 370334104 15,782 300,488 SH   SOLE 0 300,000 0 488
Genuine Parts Common Stock 372460105 40,020 386,365 SH   SOLE 0 382,000 0 4,365
GlaxoSmithKline ADR ADR 37733W105 16,816 420,202 SH   SOLE 0 389,507 0 30,695
Grupo Aeroportuario Sureste ADR ADR 40051E202 219 1,350 SH   SOLE 0 1,350 0 0
Hasbro Common Stock 418056107 520 4,921 SH   SOLE 0 600 0 4,321
Home Depot Common Stock 437076102 2,117 10,178 SH   SOLE 0 5,450 0 4,728
Honeywell International Common Stock 438516106 53,574 306,856 SH   SOLE 0 306,000 0 856
Humana Common Stock 444859102 990 3,733 SH   SOLE 0 0 0 3,733
Idacorp Common Stock 451107106 1,436 14,300 SH   SOLE 0 0 0 14,300
Illinois Tool Works Common Stock 452308109 47,698 316,281 SH   SOLE 0 300,000 0 16,281
Illumina Common Stock 452327109 635 1,724 SH   SOLE 0 0 0 1,724
Intel Common Stock 458140100 44,788 935,622 SH   SOLE 0 902,300 0 33,322
International Flavors & Fragrances Common Stock 459506101 746 5,142 SH   SOLE 0 5,000 0 142
Intuit Common Stock 461202103 122,279 467,909 SH   SOLE 0 450,000 0 17,909
Itau Unibanco Holding ADR, Class A ADR 465562106 237 25,202 SH   SOLE 0 25,000 0 202
Johnson & Johnson Common Stock 478160104 93,728 672,946 SH   SOLE 0 651,600 0 21,346
Johnson Controls International Common Stock G51502105 20,817 503,925 SH   SOLE 0 503,450 0 475
JP Morgan Chase Common Stock 46625H100 1,368 12,237 SH   SOLE 0 10,217 0 2,020
Juniper Networks Common Stock 48203R104 362 13,608 SH   SOLE 0 0 0 13,608
Kansas City Southern Industries Common Stock 485170302 1,829 15,015 SH   SOLE 0 7,700 0 7,315
Keysight Technologies Common Stock 49338L103 45,011 501,179 SH   SOLE 0 500,000 0 1,179
Kimberly-Clark Common Stock 494368103 31,214 234,200 SH   SOLE 0 230,000 0 4,200
Koninklijke Philips Common Stock 500472303 1,333 30,586 SH   SOLE 0 29,819 0 767
Lincoln Electric Holdings Common Stock 533900106 29,734 361,200 SH   SOLE 0 360,000 0 1,200
Linde Common Stock G5494J103 32,524 161,971 SH   SOLE 0 161,000 0 971
Lowe's Common Stock 548661107 43,130 427,406 SH   SOLE 0 413,350 0 14,056
Mastercard, Class A Common Stock 57636Q104 2,687 10,157 SH   SOLE 0 9,738 0 419
McCormick & Co Common Stock 579780206 55,167 355,891 SH   SOLE 0 350,000 0 5,891
MercadoLibre Common Stock 58733R102 6,118 10,000 SH   SOLE 0 10,000 0 0
Merck & Co Common Stock 58933Y105 513 6,121 SH   SOLE 0 5,000 0 1,121
Mesa Laboratories Common Stock 59064R109 293 1,200 SH   SOLE 0 0 0 1,200
Methanex Common Stock 59151K108 13,956 307,000 SH   SOLE 0 300,000 0 7,000
Micro Focus International plc Spons ADR 594837403 317 12,111 SH   SOLE 0 12,111 0 0
Microchip Technology Common Stock 595017104 44,916 518,060 SH   SOLE 0 508,100 0 9,960
Micron Technology Common Stock 595112103 787 20,400 SH   SOLE 0 18,400 0 2,000
Microsoft Common Stock 594918104 79,056 590,143 SH   SOLE 0 571,258 0 18,885
Mitsubishi UFJ Financial ADR ADR 606822104 950 200,000 SH   SOLE 0 200,000 0 0
Monolithic Power Systems Common Stock 609839105 314 2,311 SH   SOLE 0 0 0 2,311
Monster Beverage Common Stock 61174X109 1,978 30,989 SH   SOLE 0 0 0 30,989
Moody's Common Stock 615369105 1,111 5,689 SH   SOLE 0 0 0 5,689
NextEra Energy Common Stock 65339F101 205 1,000 SH   SOLE 0 1,000 0 0
NICE Systems ADR ADR 653656108 5,562 40,599 SH   SOLE 0 40,000 0 599
Nike, Class B Common Stock 654106103 2,681 31,930 SH   SOLE 0 10,276 0 21,654
Norfolk Southern Common Stock 655844108 60,956 305,803 SH   SOLE 0 300,000 0 5,803
Novartis ADR ADR 66987V109 26,160 286,494 SH   SOLE 0 270,300 0 16,194
Novo Nordisk ADR ADR 670100205 54,461 1,067,028 SH   SOLE 0 1,055,614 0 11,414
Nutrien Common Stock 67077M108 11,697 218,808 SH   SOLE 0 195,000 0 23,808
NXP Semiconductors Common Stock N6596X109 471 4,825 SH   SOLE 0 1,900 0 2,925
Open Text Corp US Common Stock 683715106 1,891 45,900 SH   SOLE 0 45,900 0 0
Oracle Common Stock 68389X105 39,436 692,229 SH   SOLE 0 664,400 0 27,829
Orange ADR ADR 684060106 197 12,526 SH   SOLE 0 12,500 0 26
Parker Hannifin Common Stock 701094104 46,899 275,862 SH   SOLE 0 275,850 0 12
PCTEL, Inc. Common Stock 69325Q105 55 12,500 SH   SOLE 0 0 0 12,500
PepsiCo Common Stock 713448108 64,707 493,455 SH   SOLE 0 486,350 0 7,105
Pfizer Common Stock 717081103 51,518 1,189,238 SH   SOLE 0 1,154,700 0 34,538
Phillips 66 Common Stock 718546104 571 6,109 SH   SOLE 0 0 0 6,109
PNC Financial Services Group Common Stock 693475105 332 2,417 SH   SOLE 0 1,690 0 727
PPG Industries Common Stock 693506107 47,479 406,813 SH   SOLE 0 401,300 0 5,513
Procter & Gamble Common Stock 742718109 5,451 49,711 SH   SOLE 0 41,150 0 8,561
Public Storage International Common Stock 74460D109 232 975 SH   SOLE 0 0 0 975
Qualcomm Common Stock 747525103 63,509 834,882 SH   SOLE 0 807,000 0 27,882
Raymond James Financial Common Stock 754730109 471 5,568 SH   SOLE 0 0 0 5,568
Resideo Technologies Common Stock 76118Y104 1,099 50,116 SH   SOLE 0 50,000 0 116
Rio Tinto ADS ADR 767204100 8,231 132,035 SH   SOLE 0 130,000 0 2,035
Rockwell Automation Common Stock 773903109 49,149 300,000 SH   SOLE 0 300,000 0 0
Roper Technologies Inc Common Stock 776696106 476 1,300 SH   SOLE 0 0 0 1,300
Ross Stores Common Stock 778296103 2,034 20,519 SH   SOLE 0 13,350 0 7,169
Royal Dutch Shell ADR, Class A ADR 780259206 316 4,849 SH   SOLE 0 3,800 0 1,049
RPM International Common Stock 749685103 12,484 204,284 SH   SOLE 0 200,400 0 3,884
SAP ADR ADR 803054204 45,204 330,442 SH   SOLE 0 329,229 0 1,213
Semtech Common Stock 816850101 290 6,030 SH   SOLE 0 0 0 6,030
Sensata Technologies Holding Common Stock G8060N102 650 13,272 SH   SOLE 0 11,370 0 1,902
SK Telecom ADR ADR 78440P108 340 13,750 SH   SOLE 0 9,000 0 4,750
Stanley Black & Decker Common Stock 854502101 16,401 113,414 SH   SOLE 0 108,684 0 4,730
Starbucks Common Stock 855244109 1,550 18,487 SH   SOLE 0 16,387 0 2,100
STMicroelectronics (NY shares) ADR 861012102 979 55,550 SH   SOLE 0 3,800 0 51,750
Stryker Common Stock 863667101 62,942 306,170 SH   SOLE 0 303,000 0 3,170
SVMK, Inc. Common Stock 78489X103 358 21,700 SH   SOLE 0 0 0 21,700
SYNNEX Corporation Common Stock 87162W100 4,367 44,379 SH   SOLE 0 44,335 0 44
Tableau Software, Cl A Common Stock 87336U105 212 1,275 SH   SOLE 0 0 0 1,275
Taiwan Semiconductor ADR ADR 874039100 83,745 2,137,998 SH   SOLE 0 2,099,169 0 38,829
Take-Two Interactive Software Common Stock 874054109 869 7,650 SH   SOLE 0 6,000 0 1,650
TE Connectivity Common Stock H84989104 1,378 14,392 SH   SOLE 0 6,351 0 8,041
Telekomunikasi Indonesia ADR ADR 715684106 1,877 64,200 SH   SOLE 0 32,000 0 32,200
Telus Common Stock 87971M103 1,993 54,000 SH   SOLE 0 50,000 0 4,000
Texas Instruments Common Stock 882508104 794 6,919 SH   SOLE 0 3,600 0 3,319
TJX Companies Common Stock 872540109 76,570 1,447,993 SH   SOLE 0 1,416,278 0 31,715
Toronto-Dominion Bank Common Stock 891160509 4,007 68,653 SH   SOLE 0 56,965 0 11,688
Total ADS ADR 89151E109 2,576 46,175 SH   SOLE 0 45,482 0 693
Toyota Motor ADS ADR 892331307 1,466 11,824 SH   SOLE 0 11,000 0 824
Trimble Common Stock 896239100 70,676 1,566,755 SH   SOLE 0 1,524,000 0 42,755
Unilever Common Stock 904784709 809 13,330 SH   SOLE 0 2,700 0 10,630
Unilever ADR ADR 904767704 25,882 417,653 SH   SOLE 0 392,600 0 25,053
Union Pacific Common Stock 907818108 51,574 304,972 SH   SOLE 0 300,000 0 4,972
United Parcel Service, Class B Common Stock 911312106 499 4,831 SH   SOLE 0 0 0 4,831
United Technologies Common Stock 913017109 20,989 161,209 SH   SOLE 0 160,000 0 1,209
UnitedHealth Group Common Stock 91324P102 1,538 6,305 SH   SOLE 0 800 0 5,505
VF Common Stock 918204108 1,188 13,600 SH   SOLE 0 13,600 0 0
W.W. Grainger Common Stock 384802104 21,888 81,600 SH   SOLE 0 80,000 0 1,600
Western Digital Common Stock 958102105 309 6,500 SH   SOLE 0 5,000 0 1,500
Worldpay, Class A Common Stock 981558109 1,551 12,653 SH   SOLE 0 12,000 0 653
Xilinx Common Stock 983919101 73,403 622,481 SH   SOLE 0 610,200 0 12,281