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
3M COMPANY COM 88579Y101 1,883 11,456 SH   SOLE   11,456 0 0
A O SMITH COM 831865209 3,209 67,267 SH   SOLE   67,267 0 0
ABBOTT LABORATORIES COM 002824100 1,861 22,247 SH   SOLE   22,247 0 0
ABBVIE INC COM 00287Y109 2,017 26,633 SH   SOLE   26,633 0 0
ADOBE INC COM COM 00724F101 4,216 15,263 SH   SOLE   13,003 0 2,260
AERCAP HOLDINGS NV SHS N00985106 332 6,060 SH   SOLE   6,060 0 0
ALIBABA GRP HLDG LTD SPONSORED ADS 01609W102 7,252 43,368 SH   SOLE   38,008 0 5,360
ALPHABET INC CAP STK CL A 02079K305 249 204 SH   SOLE   204 0 0
ALPHABET INC CAP STK CL C 02079K107 297 244 SH   SOLE   244 0 0
AMAZON COM INC COM 023135106 2,946 1,697 SH   SOLE   1,677 0 20
AMER ELECTRIC PWR CO COM 025537101 1,822 19,444 SH   SOLE   19,444 0 0
AMERICAN EXPRESS CO COM 025816109 331 2,800 SH   SOLE   2,800 0 0
AMETEK INC NEW COM 031100100 6,065 66,054 SH   SOLE   57,684 0 8,370
APPLE INC COM 037833100 11,417 50,974 SH   SOLE   44,596 0 6,378
ASML HOLDING NV N Y REGISTRY SHS N07059210 463 1,863 SH   SOLE   1,863 0 0
ATLASSIAN CORP PLC CL A G06242104 1,455 11,598 SH   SOLE   11,348 0 250
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,572 21,980 SH   SOLE   21,980 0 0
BOEING CO COM 097023105 1,484 3,900 SH   SOLE   3,900 0 0
BP PLC SPONSORED ADR 055622104 532 13,997 SH   SOLE   13,997 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 522 10,300 SH   SOLE   10,300 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 256 6,300 SH   SOLE   6,300 0 0
CANADIAN PAC RY LTD COM 13645T100 4,069 18,291 SH   SOLE   17,821 0 470
CASEYS GEN STORES INC COM 147528103 708 4,396 SH   SOLE   4,396 0 0
CATERPILLAR INC COM 149123101 796 6,300 SH   SOLE   6,300 0 0
CHARLES SCHWAB CORP COM 808513105 397 9,480 SH   SOLE   9,480 0 0
CHEVRON CORPORATION COM 166764100 1,991 16,787 SH   SOLE   16,787 0 0
CHURCH & DWIGHT INC COM 171340102 5,888 78,250 SH   SOLE   70,160 0 8,090
CIGNA CORP NEW COM 125523100 689 4,538 SH   SOLE   4,538 0 0
CINCINNATI FINANCIAL COM 172062101 268 2,300 SH   SOLE   2,300 0 0
CINTAS CORP COM 172908105 7,302 27,235 SH   SOLE   24,055 0 3,180
CISCO SYSTEMS INC COM 17275R102 331 6,700 SH   SOLE   6,700 0 0
CITIZENS FINL GROUP COM 174610105 510 14,430 SH   SOLE   14,430 0 0
COCA COLA COMPANY COM 191216100 556 10,222 SH   SOLE   10,222 0 0
COMCAST CORP NEW CL A 20030N101 664 14,740 SH   SOLE   14,740 0 0
CONOCOPHILLIPS COM 20825C104 341 5,984 SH   SOLE   5,984 0 0
CORTEVA INC COM 22052L104 212 7,562 SH   SOLE   7,562 0 0
CREDICORP LTD COM G2519Y108 398 1,910 SH   SOLE   1,910 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 618 6,196 SH   SOLE   4,496 0 1,700
DARDEN RESTAURANTS INC COM 237194105 582 4,920 SH   SOLE   4,920 0 0
DIAMONDBACK ENERGY INC COM 25278X109 929 10,328 SH   SOLE   10,328 0 0
DOMINION ENERGY INC COM 25746U109 1,530 18,884 SH   SOLE   18,884 0 0
DOW INC COM 260557103 360 7,562 SH   SOLE   7,562 0 0
DTE ENERGY CO COM 233331107 1,493 11,230 SH   SOLE   11,230 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 453 4,722 SH   SOLE   4,722 0 0
DUPONT DE NEMOURS INC COM 26614N102 539 7,562 SH   SOLE   7,562 0 0
EDWARDS LIFESCIENCES COM 28176E108 13,164 59,862 SH   SOLE   53,282 0 6,580
ELI LILLY & COMPANY COM 532457108 1,473 13,171 SH   SOLE   13,171 0 0
EURONET WORLDWIDE INC COM 298736109 346 2,366 SH   SOLE   2,366 0 0
EXACT SCIENCES CORP COM 30063P105 391 4,328 SH   SOLE   4,328 0 0
EXELON CORP COM 30161N101 411 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102 4,069 57,626 SH   SOLE   57,626 0 0
FACEBOOK INC CL A 30303M102 301 1,690 SH   SOLE   1,690 0 0
FASTENAL CO COM 311900104 1,609 49,264 SH   SOLE   49,264 0 0
FERRARI N V COM N3167Y103 1,632 10,594 SH   SOLE   9,784 0 810
FIDELITY NATL INFO COM 31620M106 1,644 12,382 SH   SOLE   12,382 0 0
FISERV INC COM 337738108 5,310 51,260 SH   SOLE   51,260 0 0
FORD MOTOR COMPANY COM 345370860 137 15,000 SH   SOLE   15,000 0 0
GENERAL MILLS INC COM 370334104 668 12,110 SH   SOLE   12,110 0 0
GENERAL MOTORS CO COM 37045V100 618 16,500 SH   SOLE   16,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 474 11,100 SH   SOLE   11,100 0 0
HDFC BANK LIMITD SPONSORED ADS 40415F101 13,006 227,976 SH   SOLE   202,776 0 25,200
HERSHEY CO COM 427866108 1,124 7,254 SH   SOLE   7,254 0 0
HOME DEPOT INC COM 437076102 6,127 26,409 SH   SOLE   26,409 0 0
HONEYWELL INTL INC COM 438516106 1,525 9,012 SH   SOLE   9,012 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 339 10,265 SH   SOLE   10,265 0 0
HUNTINGTON BANCSHARES INC COM 446150104 320 22,400 SH   SOLE   22,400 0 0
IBM CORP COM 459200101 1,074 7,386 SH   SOLE   7,386 0 0
ICON PLC SHS G4705A100 428 2,905 SH   SOLE   2,905 0 0
INGERSOLL RAND PLC SHS G47791101 1,896 15,390 SH   SOLE   15,390 0 0
INTEL CORP COM 458140100 587 11,396 SH   SOLE   11,396 0 0
INTERNATIONAL FLAV&FRA COM 459506101 368 3,000 SH   SOLE   3,000 0 0
IQVIA HLDGS INC COM 46266C105 230 1,540 SH   SOLE   1,540 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 930 22,080 SH   SOLE   22,080 0 0
ISHARES TR SELECT DIVID ETF 464287168 986 9,670 SH   SOLE   9,670 0 0
J M SMUCKER CO COM NEW 832696405 284 2,578 SH   SOLE   2,578 0 0
JOHNSON & JOHNSON COM 478160104 663 5,121 SH   SOLE   5,121 0 0
JPMORGAN CHASE & CO COM 46625H100 1,601 13,605 SH   SOLE   13,605 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 9,412 96,785 SH   SOLE   89,485 0 7,300
KIMBERLY-CLARK CORP COM 494368103 2,684 18,896 SH   SOLE   18,896 0 0
KOHLS CORP COM 500255104 333 6,700 SH   SOLE   6,700 0 0
LAM RESEARCH CORP COM 512807108 794 3,434 SH   SOLE   3,434 0 0
LAMB WESTON HLDGS INC COM 513272104 748 10,280 SH   SOLE   3,320 0 6,960
LAUDER ESTEE CO INC CL A 518439104 1,250 6,284 SH   SOLE   6,064 0 220
LIVE NATION INC COM 538034109 255 3,850 SH   SOLE   3,850 0 0
LULULEMON ATHLETICA INC COM 550021109 6,187 32,137 SH   SOLE   28,677 0 3,460
MANPOWERGROUP INC COM 56418H100 815 9,677 SH   SOLE   9,677 0 0
MASTERCARD INC CL A 57636Q104 9,050 33,324 SH   SOLE   27,054 0 6,270
MEDICAL PPTYS TR INC COM 58463J304 668 34,136 SH   SOLE   34,136 0 0
MERCADOLIBRE INC COM 58733R102 1,309 2,374 SH   SOLE   2,284 0 90
MERCK & CO INC COM 58933Y105 1,830 21,741 SH   SOLE   21,741 0 0
MICROSOFT CORP COM 594918104 12,264 88,210 SH   SOLE   81,040 0 7,170
MOTOROLA SOLUTIONS INC COM NEW 620076307 864 5,069 SH   SOLE   5,069 0 0
NATIONAL PRESTO INDS INC COM 637215104 484 5,437 SH   SOLE   5,437 0 0
NETFLIX INC COM 64110l106 321 1,200 SH   SOLE   1,200 0 0
NEWMONT MINING CORP COM 651639106 274 7,230 SH   SOLE   7,230 0 0
NICE LTD SPONSORED ADR 653656108 322 2,236 SH   SOLE   2,236 0 0
NOVO-NORDISK A-S SPONSORED ADR 670100205 2,126 41,130 SH   SOLE   41,130 0 0
ONEOK INC NEW COM 682680103 273 3,700 SH   SOLE   3,700 0 0
OWC PHARMACEUTICAL RES COM 67109N108 0 40,000 SH   SOLE   40,000 0 0
PAYPAL HLDGS INC COM 70450Y103 6,975 67,332 SH   SOLE   60,082 0 7,250
PEPSICO INCORPORATED COM 713448108 3,433 25,037 SH   SOLE   25,037 0 0
PFIZER INCORPORATED COM 717081103 423 11,763 SH   SOLE   11,763 0 0
PHILLIPS 66 COM 718546104 252 2,457 SH   SOLE   2,457 0 0
PPG INDS INC COM 693506107 1,200 10,128 SH   SOLE   10,128 0 0
PROCTER & GAMBLE COM 742718109 3,540 28,464 SH   SOLE   28,464 0 0
PROGRESSIVE CORP OHIO COM 743315103 9,112 117,954 SH   SOLE   106,444 0 11,510
REGIONS FINL CORP NEW COM 7591EP100 238 15,070 SH   SOLE   15,070 0 0
RENAISSANCERE HOLDINGS COM G7496G103 212 1,098 SH   SOLE   1,098 0 0
ROCKWELL AUTOMATION COM 773903109 405 2,456 SH   SOLE   2,456 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,432 24,328 SH   SOLE   24,328 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 209 2,945 SH   SOLE   2,945 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 417 4,964 SH   SOLE   4,964 0 0
SIMON PROPERTY GROUP COM 828806109 551 3,540 SH   SOLE   3,540 0 0
SNAP ON INC COM 833034101 1,628 10,398 SH   SOLE   10,398 0 0
SONY CORP SPONSORED ADR 835699307 1,795 30,358 SH   SOLE   30,358 0 0
SOUTHERN CO COM 842587107 434 7,030 SH   SOLE   7,030 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 206 2,280 SH   SOLE   2,280 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 299 1,006 SH   SOLE   966 0 40
STARBUCKS CORP COM 855244109 1,008 11,398 SH   SOLE   11,398 0 0
STERIS PLC SHS USD G8473T100 3,846 26,620 SH   SOLE   26,380 0 240
STRYKER CORP COM 863667101 6,723 31,081 SH   SOLE   27,521 0 3,560
TAL EDUCATION GROUP SPONSORED ADS 874080104 7,654 223,541 SH   SOLE   193,901 0 29,640
TAPESTRY INC COM 876030107 773 29,680 SH   SOLE   29,680 0 0
TARGET CORP COM 87612E106 662 6,195 SH   SOLE   6,195 0 0
TEXAS INSTRUMENTS INC COM 882508104 388 3,000 SH   SOLE   3,000 0 0
THERMO FISHER SCNTFC COM 883556102 10,207 35,043 SH   SOLE   31,813 0 3,230
TOTAL SA SPONSORED ADS 89151E109 447 8,592 SH   SOLE   8,592 0 0
TRACTOR SUPPLY CO COM 892356106 522 5,772 SH   SOLE   5,772 0 0
TWITTER INC COM 90184L102 808 19,608 SH   SOLE   19,608 0 0
U S BANCORP DEL COM NEW 902973304 694 12,548 SH   SOLE   12,548 0 0
UNION PACIFIC CORP COM 907818108 3,067 18,936 SH   SOLE   14,856 0 4,080
VANGUARD INDEX FDS VALUE ETF 922908744 261 2,340 SH   SOLE   2,340 0 0
VERIZON COMMUNICATN COM 92343V104 1,285 21,297 SH   SOLE   21,297 0 0
W E C ENERGY GROUP INC COM 92939U106 1,345 14,141 SH   SOLE   14,141 0 0
WAL-MART STORES INC COM 931142103 312 2,631 SH   SOLE   2,631 0 0
WALT DISNEY CO COM 254687106 1,173 9,003 SH   SOLE   9,003 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 307 5,222 SH   SOLE   5,222 0 0
WOODWARD INC COM 980745103 2,771 25,697 SH   SOLE   25,337 0 360
XCEL ENERGY INC COM 98389B100 1,541 23,750 SH   SOLE   23,750 0 0
YUM BRANDS INC COM 988498101 502 4,423 SH   SOLE   4,423 0 0
YUM CHINA HLDGS INC COM 98850P109 738 16,250 SH   SOLE   16,250 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,810 8,769 SH   SOLE   8,769 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 402 2,931 SH   SOLE   2,931 0 0
ZOETIS INC CL A 98978V103 8,546 68,594 SH   SOLE   62,004 0 6,590