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   480,879 4,010 SH   SOLE 0 4,010 0 0
ABBOTT LABS COM 002824100   3,344,133 30,459 SH   SOLE 0 30,459 0 0
ABBVIE INC COM 00287Y109   3,125,189 19,338 SH   SOLE 0 19,338 0 0
ACI WORLDWIDE INC COM 004498101   11,259,144 489,528 SH   SOLE 0 489,528 0 0
ALPHABET INC CAP STK CL A 02079K305   282,777 3,205 SH   SOLE 0 3,205 0 0
AMERICAN EXPRESS CO COM 025816109   295,500 2,000 SH   SOLE 0 2,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   1,206,404 7,915 SH   SOLE 0 7,915 0 0
AMETEK INC COM 031100100   69,481,826 497,293 SH   SOLE 0 497,293 0 0
AMGEN INC COM 031162100   1,449,248 5,518 SH   SOLE 0 5,518 0 0
AMPHENOL CORP NEW CL A 032095101   63,155,328 829,463 SH   SOLE 0 829,463 0 0
APPLE INC COM 037833100   3,145,804 24,212 SH   SOLE 0 24,212 0 0
APPLIED MATLS INC COM 038222105   390,494 4,010 SH   SOLE 0 4,010 0 0
APTARGROUP INC COM 038336103   42,060,861 382,441 SH   SOLE 0 382,441 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102   6,433,399 93,795 SH   SOLE 0 93,795 0 0
ASSURANT INC COM 04621X108   22,947,134 183,489 SH   SOLE 0 183,489 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,506,465 14,680 SH   SOLE 0 14,680 0 0
BANK AMERICA CORP COM 060505104   436,653 13,184 SH   SOLE 0 13,184 0 0
BECTON DICKINSON & CO COM 075887109   1,321,597 5,197 SH   SOLE 0 5,197 0 0
BERKLEY W R CORP COM 084423102   205,736 2,835 SH   SOLE 0 2,835 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   757,423 2,452 SH   SOLE 0 2,452 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   640,920 7,000 SH   SOLE 0 7,000 0 0
CANADIAN NATL RY CO COM 136375102   719,224 6,050 SH   SOLE 0 6,050 0 0
CAPITAL ONE FINL CORP COM 14040H105   413,486 4,448 SH   SOLE 0 4,448 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   411,799 9,983 SH   SOLE 0 9,983 0 0
CATALENT INC COM 148806102   8,935,745 198,528 SH   SOLE 0 198,528 0 0
CATERPILLAR INC COM 149123101   491,339 2,051 SH   SOLE 0 2,051 0 0
CHARLES RIV LABS INTL INC COM 159864107   23,330,771 107,071 SH   SOLE 0 107,071 0 0
CHEVRON CORP NEW COM 166764100   1,125,223 6,269 SH   SOLE 0 6,269 0 0
CHURCH & DWIGHT CO INC COM 171340102   34,982,080 433,967 SH   SOLE 0 433,967 0 0
CISCO SYS INC COM 17275R102   280,487 5,888 SH   SOLE 0 5,888 0 0
COCA COLA CO COM 191216100   755,931 11,884 SH   SOLE 0 11,884 0 0
COLGATE PALMOLIVE CO COM 194162103   355,343 4,510 SH   SOLE 0 4,510 0 0
COMMERCE BANCSHARES INC COM 200525103   28,358,459 416,607 SH   SOLE 0 416,607 0 0
CONMED CORP COM 207410101   11,118,558 125,435 SH   SOLE 0 125,435 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,900,761 8,545 SH   SOLE 0 8,545 0 0
CSW INDUSTRIALS INC COM 126402106   14,379,841 124,039 SH   SOLE 0 124,039 0 0
CSX CORP COM 126408103   427,524 13,800 SH   SOLE 0 13,800 0 0
DANAHER CORPORATION COM 235851102   71,494,931 269,365 SH   SOLE 0 269,365 0 0
DIAMONDBACK ENERGY INC COM 25278X109   262,070 1,916 SH   SOLE 0 1,916 0 0
DONALDSON INC COM 257651109   41,439,712 703,919 SH   SOLE 0 703,919 0 0
EATON CORP PLC SHS G29183103   578,204 3,684 SH   SOLE 0 3,684 0 0
ECOLAB INC COM 278865100   8,414,387 57,807 SH   SOLE 0 57,807 0 0
EMERSON ELEC CO COM 291011104   316,998 3,300 SH   SOLE 0 3,300 0 0
ENBRIDGE INC COM 29250N105   219,234 5,607 SH   SOLE 0 5,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   212,053 8,792 SH   SOLE 0 8,792 0 0
EXXON MOBIL CORP COM 30231G102   4,439,465 40,249 SH   SOLE 0 40,249 0 0
FASTENAL CO COM 311900104   24,847,259 525,090 SH   SOLE 0 525,090 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   24,312,984 358,334 SH   SOLE 0 358,334 0 0
FIFTH THIRD BANCORP COM 316773100   606,985 18,500 SH   SOLE 0 18,500 0 0
FISERV INC COM 337738108   53,213,860 526,505 SH   SOLE 0 526,505 0 0
FORTIVE CORP COM 34959J108   18,653,510 290,327 SH   SOLE 0 290,327 0 0
GALLAGHER ARTHUR J & CO COM 363576109   54,364,566 288,345 SH   SOLE 0 288,345 0 0
GENERAC HLDGS INC COM 368736104   13,158,477 130,722 SH   SOLE 0 130,722 0 0
GENERAL MLS INC COM 370334104   322,739 3,849 SH   SOLE 0 3,849 0 0
GRACO INC COM 384109104   37,893,006 563,381 SH   SOLE 0 563,381 0 0
HENRY SCHEIN INC COM 806407102   427,305 5,350 SH   SOLE 0 5,350 0 0
HOME DEPOT INC COM 437076102   975,692 3,089 SH   SOLE 0 3,089 0 0
HONEYWELL INTL INC COM 438516106   687,689 3,209 SH   SOLE 0 3,209 0 0
IDACORP INC COM 451107106   263,370 2,442 SH   SOLE 0 2,442 0 0
IDEX CORP COM 45167R104   65,675,535 287,634 SH   SOLE 0 287,634 0 0
ILLINOIS TOOL WKS INC COM 452308109   2,510,759 11,397 SH   SOLE 0 11,397 0 0
INTEL CORP COM 458140100   591,451 22,378 SH   SOLE 0 22,378 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   532,846 3,782 SH   SOLE 0 3,782 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   590,304 4,179 SH   SOLE 0 4,179 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   217,551 817 SH   SOLE 0 817 0 0
ISHARES TR CORE S&P500 ETF 464287200   444,531 1,157 SH   SOLE 0 1,157 0 0
JOHNSON & JOHNSON COM 478160104   4,375,444 24,769 SH   SOLE 0 24,769 0 0
JPMORGAN CHASE & CO COM 46625H100   3,773,038 28,136 SH   SOLE 0 28,136 0 0
KADANT INC COM 48282T104   3,250,629 18,300 SH   SOLE 0 18,300 0 0
LANDSTAR SYS INC COM 515098101   43,311,526 265,878 SH   SOLE 0 265,878 0 0
M & T BK CORP COM 55261F104   1,757,837 12,118 SH   SOLE 0 12,118 0 0
MASTERCARD INCORPORATED CL A 57636Q104   280,270 806 SH   SOLE 0 806 0 0
MCDONALDS CORP COM 580135101   772,334 2,931 SH   SOLE 0 2,931 0 0
MERCK & CO INC COM 58933Y105   588,004 5,300 SH   SOLE 0 5,300 0 0
MICRON TECHNOLOGY INC COM 595112103   899,251 17,992 SH   SOLE 0 17,992 0 0
MICROSOFT CORP COM 594918104   3,133,158 13,065 SH   SOLE 0 13,065 0 0
MIDDLEBY CORP COM 596278101   735,111 5,490 SH   SOLE 0 5,490 0 0
MSC INDL DIRECT INC CL A 553530106   8,967,474 109,761 SH   SOLE 0 109,761 0 0
NORDSON CORP COM 655663102   39,679,747 166,918 SH   SOLE 0 166,918 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,005,469 78,125 SH   SOLE 0 78,125 0 0
OTIS WORLDWIDE CORP COM 68902V107   259,284 3,311 SH   SOLE 0 3,311 0 0
PAYCHEX INC COM 704326107   326,573 2,826 SH   SOLE 0 2,826 0 0
PENTAIR PLC SHS G7S00T104   19,618,657 436,164 SH   SOLE 0 436,164 0 0
PEPSICO INC COM 713448108   1,565,419 8,665 SH   SOLE 0 8,665 0 0
PERFICIENT INC COM 71375U101   26,084,508 373,543 SH   SOLE 0 373,543 0 0
PFIZER INC COM 717081103   620,106 12,102 SH   SOLE 0 12,102 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   16,976,833 231,292 SH   SOLE 0 231,292 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,985,464 12,571 SH   SOLE 0 12,571 0 0
PROCTER AND GAMBLE CO COM 742718109   3,001,949 19,807 SH   SOLE 0 19,807 0 0
QUEST DIAGNOSTICS INC COM 74834L100   539,718 3,450 SH   SOLE 0 3,450 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,251,206 12,398 SH   SOLE 0 12,398 0 0
RBC BEARINGS INC COM 75524B104   13,715,147 65,513 SH   SOLE 0 65,513 0 0
REGAL REXNORD CORPORATION COM 758750103   22,829,571 190,278 SH   SOLE 0 190,278 0 0
ROPER TECHNOLOGIES INC COM 776696106   45,289,851 104,816 SH   SOLE 0 104,816 0 0
ROSS STORES INC COM 778296103   1,091,058 9,400 SH   SOLE 0 9,400 0 0
ROYAL BK CDA SUSTAINABL COM 780087102   582,360 6,194 SH   SOLE 0 6,194 0 0
RPM INTL INC COM 749685103   39,140,650 401,649 SH   SOLE 0 401,649 0 0
S&P GLOBAL INC COM 78409V104   7,307,798 21,818 SH   SOLE 0 21,818 0 0
SELECTIVE INS GROUP INC COM 816300107   7,290,831 82,280 SH   SOLE 0 82,280 0 0
SNAP ON INC COM 833034101   1,997,688 8,743 SH   SOLE 0 8,743 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   811,253 2,121 SH   SOLE 0 2,121 0 0
TELEFLEX INCORPORATED COM 879369106   19,972,397 80,008 SH   SOLE 0 80,008 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,797,766 41,399 SH   SOLE 0 41,399 0 0
TRAVELERS COMPANIES INC COM 89417E109   353,419 1,885 SH   SOLE 0 1,885 0 0
TRUIST FINL CORP COM 89832Q109   380,471 8,842 SH   SOLE 0 8,842 0 0
UNION PAC CORP COM 907818108   544,180 2,628 SH   SOLE 0 2,628 0 0
US BANCORP DEL COM NEW 902973304   4,415,869 101,258 SH   SOLE 0 101,258 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   16,215,593 215,404 SH   SOLE 0 215,404 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819   619,011 8,329 SH   SOLE 0 8,329 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   577,737 8,042 SH   SOLE 0 8,042 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   4,363,205 89,045 SH   SOLE 0 89,045 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   326,746 930 SH   SOLE 0 930 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,350,958 7,066 SH   SOLE 0 7,066 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   10,591,582 140,864 SH   SOLE 0 140,864 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   3,878,508 67,079 SH   SOLE 0 67,079 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   525,208 6,776 SH   SOLE 0 6,776 0 0
VERISK ANALYTICS INC COM 92345Y106   38,692,498 219,320 SH   SOLE 0 219,320 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   325,920 8,272 SH   SOLE 0 8,272 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   16,558,521 1,212,190 SH   SOLE 0 1,212,190 0 0
VISA INC COM CL A 92826C839   844,960 4,067 SH   SOLE 0 4,067 0 0
VONTIER CORPORATION COM 928881101   8,306,101 429,700 SH   SOLE 0 429,700 0 0
WABTEC COM 929740108   1,621,513 16,246 SH   SOLE 0 16,246 0 0
WALMART INC COM 931142103   1,143,103 8,062 SH   SOLE 0 8,062 0 0
WATERS CORP COM 941848103   4,205,170 12,275 SH   SOLE 0 12,275 0 0
WELLS FARGO CO NEW COM 949746101   1,341,855 32,498 SH   SOLE 0 32,498 0 0
WESTERN ALLIANCE BANCORP COM 957638109   18,658,480 313,272 SH   SOLE 0 313,272 0 0
XYLEM INC COM 98419M100   40,630,052 367,460 SH   SOLE 0 367,460 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   19,647,416 76,625 SH   SOLE 0 76,625 0 0
ZIFF DAVIS INC COM 48123V102   19,507,167 246,614 SH   SOLE 0 246,614 0 0