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
ADOBE SYSTEMS INC COM COM 00724F101 201 550 SH   SOLE   0 0 550
AMAZON.COM INC COM COM 023135106 227 2,140 SH   SOLE   340 0 1,800
APPLE COMPUTER INC COM 037833100 4,706 34,420 SH   SOLE   0 0 34,420
BANK OF AMERICA CORP COM 060505104 1,486 47,721 SH   SOLE   13,260 0 34,461
BERKSHIRE HATHAWAY INC CL B COM 084670702 19,949 73,069 SH   SOLE   18,061 0 55,008
CHEVRON CORPORATION COM 166764100 1,365 9,431 SH   SOLE   0 0 9,431
CHIPOTLE MEXICAN GRILL COM 169565105 2,715 2,077 SH   SOLE   1,989 0 88
CIENA CORPORATION COM 171779309 5,663 123,918 SH   SOLE   48,818 0 75,100
COCA COLA CO COM 191216100 491 7,812 SH   SOLE   0 0 7,812
COGNEX CORP COM 192422103 40,712 957,483 SH   SOLE   385,590 0 571,893
COLGATE PALMOLIVE CO COM 194162103 430 5,361 SH   SOLE   0 0 5,361
CONTAINER STORE GROUP INC COM COM 210751103 16,506 2,649,405 SH   SOLE   1,288,429 0 1,360,976
CORNING INC COM 219350105 11,351 360,237 SH   SOLE   64,752 0 295,485
COSTCO WHOLESALE CORP-NEW COM 22160K105 23,131 48,261 SH   SOLE   4,154 0 44,107
CRANE CO COM 224399105 280 3,202 SH   SOLE   0 0 3,202
DANAHER CORP DEL COM COM 235851102 30,013 118,386 SH   SOLE   24,181 0 94,205
ESAB CORPORTAION COM COM 29605J106 7,105 162,397 SH   SOLE   57,649 0 104,748
ENOVIS CORPORATION COM COM 194014502 9,143 166,244 SH   SOLE   57,649 0 108,595
ENVISTA COM 29415F104 5,558 144,218 SH   SOLE   133,325 0 10,893
EXPEDITORS INTERNATIONAL OF WA COM 302130109 4,363 44,769 SH   SOLE   0 0 44,769
FAIRFAX FINANCIAL COM 303901102 643 1,216 SH   SOLE   1,197 0 19
GENERAL ELECTRIC CO COM 369604103 17,354 272,560 SH   SOLE   121,392 0 151,168
GLACIER BANCORP INC-NEW COM 37637Q105 1,093 23,052 SH   SOLE   0 0 23,052
GLOBAL PAYMENTS INC COM 37940X102 9,878 89,276 SH   SOLE   34,824 0 54,452
II-VI INC COM 902104108 4,895 96,070 SH   SOLE   35,865 0 60,205
INTERFACE INC COM 458665304 2,251 179,542 SH   SOLE   163,025 0 16,517
JOHNSON & JOHNSON COM 478160104 298 1,679 SH   SOLE   0 0 1,679
JPMORGAN CHASE & CO COM 46625H100 1,581 14,044 SH   SOLE   11,594 0 2,450
KIMBALL ELECTRONICS COM 49428J109 3,408 169,543 SH   SOLE   128,239 0 41,304
LUMEN TECHNOLOGIES INC COM 156700106 34,482 3,160,629 SH   SOLE   1,336,726 0 1,823,903
LUMENTUM HLDGS INC COM 55024U109 10,714 134,897 SH   SOLE   32,180 0 102,717
MANITOWOC INC COM COM 563571405 25,395 2,411,636 SH   SOLE   1,292,970 0 1,118,666
MARTINREA INTERNATIONAL INC CO COM 573459104 329 50,836 SH   SOLE   30,828 0 20,008
MCDONALDS CORP COM 580135101 2,916 11,812 SH   SOLE   0 0 11,812
MICROSOFT CORP COM 594918104 3,154 12,279 SH   SOLE   0 0 12,279
MILLER KNOLL INC COM 600544100 12,817 487,896 SH   SOLE   187,743 0 300,153
MODINE MANUFACTURING COM 607828100 814 77,338 SH   SOLE   47,454 0 29,884
NATIONAL INSTRUMENTS CORP COM 636518102 8,553 273,866 SH   SOLE   85,939 0 187,927
NORTHROP GRUMMAN CORP COM COM 666807102 292 611 SH   SOLE   0 0 611
NUCOR CORP COM 670346105 15,554 148,972 SH   SOLE   42,245 0 106,727
PARKER-HANNIFIN CORP COM 701094104 2,280 9,265 SH   SOLE   9,045 0 220
PFIZER INC COM 717081103 271 5,168 SH   SOLE   0 0 5,168
ROGERS CORP COM 775133101 13,090 49,946 SH   SOLE   286 0 49,660
ROLLINS INC COM 775711104 481 13,770 SH   SOLE   0 0 13,770
SEI INVESTMENTS CO COM 784117103 384 7,105 SH   SOLE   0 0 7,105
SORRENTO THERAPEUTICS INC COM COM 83587F202 48 24,000 SH   SOLE   0 0 24,000
ST JOE CP COM COM 790148100 28,642 724,022 SH   SOLE   298,266 0 425,756
STARBUCKS CORP COM 855244109 810 10,610 SH   SOLE   0 0 10,610
SUNDIAL GROWERS INC COM 86730L109 13 39,550 SH   SOLE   0 0 39,550
TARGET CORP COM 87612E106 246 1,745 SH   SOLE   0 0 1,745
TEREX CORP NEW COM 880779103 8,265 301,990 SH   SOLE   76,138 0 225,852
TESLA MOTORS INC COM COM 88160R101 991 1,471 SH   SOLE   0 0 1,471
TWILIO INC. COM 90138F102 1,898 22,650 SH   SOLE   21,874 0 776
US BANCORP DEL COM 902973304 310 6,734 SH   SOLE   0 0 6,734
VERIZON COMMUNICATIONS INC COM 92343V104 972 19,152 SH   SOLE   0 0 19,152
VESTAS WIND SYSTEMS COM COM 925458101 105 15,000 SH   SOLE   0 0 15,000
VONTIER CORP COM 928881101 3,641 158,377 SH   SOLE   105,975 0 52,402
WELLS FARGO & CO NEW COM 949746101 539 13,772 SH   SOLE   0 0 13,772
YELLOW CORPORATION COM 984249607 2,377 811,210 SH   SOLE   280,544 0 530,666
SPDR S&P 500 ETF TR UNIT 78462F103 328 870 SH   SOLE   0 0 870
VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 13,662 39,385 SH   SOLE   0 0 39,385
VANGUARD TOTAL STOCK MARKET ETF TR UNIT 78462F103 436 2,313 SH   SOLE   0 0 2,313
ISHARES RUSSELL 2000 IDX FUND TR UNIT 464287655 228 1,345 SH   SOLE   0 0 1,345