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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories Common Stock 002824100   46,990,864 426,918 SH   SOLE 0 368,199 0 58,719
AbbVie Common Stock 00287Y109   17,785,597 114,768 SH   SOLE 0 100,000 0 14,768
Accenture, Class A Common Stock G1151C101   5,892,832 16,793 SH   SOLE 0 9,200 0 7,593
Adobe Common Stock 00724F101   203,207,926 340,610 SH   SOLE 0 326,050 0 14,560
Advanced Micro Devices Common Stock 007903107   178,309,495 1,209,616 SH   SOLE 0 1,209,500 0 116
Agilent Technologies Common Stock 00846U101   126,651,186 910,963 SH   SOLE 0 900,000 0 10,963
Agnico-Eagle Mines Common Stock 008474108   1,356,770 24,736 SH   SOLE 0 0 0 24,736
Air Products & Chemicals Common Stock 009158106   30,436,977 111,165 SH   SOLE 0 110,000 0 1,165
Alcon Common Stock H01301128   2,021,043 25,871 SH   SOLE 0 24,550 0 1,321
Alphabet inc., C Common Stock 02079K107   743,265 5,274 SH   SOLE 0 0 0 5,274
Alphabet, Class A Common Stock 02079K305   198,849,274 1,423,504 SH   SOLE 0 1,378,980 0 44,524
Amazon.com Common Stock 023135106   4,358,399 28,685 SH   SOLE 0 26,980 0 1,705
Amgen Common Stock 031162100   133,631,775 463,967 SH   SOLE 0 463,225 0 742
Aon PLC Common Stock G0403H108   578,839 1,989 SH   SOLE 0 0 0 1,989
Apple Common Stock 037833100   424,716,055 2,205,973 SH   SOLE 0 2,025,778 0 180,195
ASML Holding NY Common Stock N07059210   241,321,991 318,821 SH   SOLE 0 317,725 0 1,096
AstraZeneca ADS ADR 046353108   85,772,313 1,273,531 SH   SOLE 0 1,220,000 0 53,531
AutoZone Common Stock 053332102   104,326,778 40,349 SH   SOLE 0 40,060 0 289
Barrick Gold Common Stock 067901108   2,618,347 144,740 SH   SOLE 0 0 0 144,740
BHP Biliton ADR ADR 088606108   2,072,047 30,333 SH   SOLE 0 22,500 0 7,833
Booking Holdings Common Stock 09857L108   319,250 90 SH   SOLE 0 0 0 90
Boston Scientific Common Stock 101137107   1,364,316 23,600 SH   SOLE 0 22,000 0 1,600
Bristol-Myers Squibb Common Stock 110122108   34,764,783 677,544 SH   SOLE 0 650,000 0 27,544
Broadcom Ltd Common Stock 11135F101   116,900,398 104,726 SH   SOLE 0 102,775 0 1,951
Camden Property Trust Common Stock 133131102   378,791 3,815 SH   SOLE 0 0 0 3,815
Cameco Corp Common Stock 13321L108   1,100,257 25,528 SH   SOLE 0 0 0 25,528
Canadian National Railway Common Stock 136375102   51,257,040 408,000 SH   SOLE 0 0 0 408,000
Canadian Pacific Kansas City Ltd Common Stock 13646K108   655,170 8,287 SH   SOLE 0 2,568 0 5,719
CGI Group Inc. ADR 12532H104   284,107 2,650 SH   SOLE 0 1,300 0 1,350
Charles River Laboratories Common Stock 159864107   949,619 4,017 SH   SOLE 0 0 0 4,017
Chevron Corporation Common Stock 166764100   276,244 1,852 SH   SOLE 0 0 0 1,852
Chubb Common Stock H1467J104   716,420 3,170 SH   SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102   112,782,374 1,192,707 SH   SOLE 0 1,171,300 0 21,407
Cisco Systems Common Stock 17275R102   127,390,373 2,521,583 SH   SOLE 0 2,435,000 0 86,583
Clorox Common Stock 189054109   245,968 1,725 SH   SOLE 0 0 0 1,725
Colgate-Palmolive Common Stock 194162103   35,985,000 451,449 SH   SOLE 0 451,200 0 249
Comfort Systems USA Common Stock 199908104   1,966,000 9,559 SH   SOLE 0 0 0 9,559
ConocoPhillips Common Stock 20825C104   2,535,897 21,848 SH   SOLE 0 2,600 0 19,248
Corteva Common Stock 22052L104   2,194,353 45,792 SH   SOLE 0 34,500 0 11,292
Costco Wholesale Common Stock 22160K105   2,877,289 4,359 SH   SOLE 0 3,509 0 850
CRISPR Therapeutics AG Common Stock H17182108   684,218 10,930 SH   SOLE 0 0 0 10,930
CrowdStrike Holdings Inc Class A Common Stock 22788C105   316,597 1,240 SH   SOLE 0 0 0 1,240
CSW Industrials, Inc. Common Stock 126402106   1,578,183 7,609 SH   SOLE 0 0 0 7,609
Darling International Common Stock 237266101   223,034 4,475 SH   SOLE 0 3,000 0 1,475
Eaton Corp PLC Common Stock G29183103   29,665,171 123,184 SH   SOLE 0 108,875 0 14,309
Ecolab Common Stock 278865100   380,832 1,920 SH   SOLE 0 1,500 0 420
Edwards Lifesciences Common Stock 28176E108   1,639,528 21,502 SH   SOLE 0 10,500 0 11,002
Elastic NV Common Stock N14506104   269,240 2,389 SH   SOLE 0 0 0 2,389
Elevance Health Common Stock 036752103   87,181,541 184,879 SH   SOLE 0 184,250 0 629
Eli Lilly Common Stock 532457108   414,634,494 711,306 SH   SOLE 0 699,600 0 11,706
Enphase Energy Common Stock 29355A107   499,621 3,781 SH   SOLE 0 1,500 0 2,281
Equinix Common Stock 29444U700   488,872 607 SH   SOLE 0 0 0 607
Equity Residential Property Trust Common Stock 29476L107   339,744 5,555 SH   SOLE 0 0 0 5,555
Estee Lauder, Class A Common Stock 518439104   42,148,373 288,194 SH   SOLE 0 288,194 0 0
Exponent Common Stock 30214U102   658,803 7,483 SH   SOLE 0 0 0 7,483
Exxon Mobil Common Stock 30231G102   345,831 3,459 SH   SOLE 0 0 0 3,459
Fastenal Common Stock 311900104   37,841,030 584,237 SH   SOLE 0 568,500 0 15,737
Ferguson PLC Common Stock G3421J106   3,889,588 20,146 SH   SOLE 0 16,985 0 3,161
First Solar Common Stock 336433107   699,974 4,063 SH   SOLE 0 0 0 4,063
Floor & Decor Holdings, Inc. Class Common Stock 339750101   2,546,245 22,824 SH   SOLE 0 1,900 0 20,924
Freeport-McMoRan Common Stock 35671D857   290,029 6,813 SH   SOLE 0 0 0 6,813
Gartner Common Stock 366651107   81,488,962 180,641 SH   SOLE 0 179,900 0 741
General Mills Common Stock 370334104   407,320 6,253 SH   SOLE 0 5,300 0 953
Genuine Parts Common Stock 372460105   53,701,990 387,740 SH   SOLE 0 382,000 0 5,740
GlaxoSmithKline ADS ADR 37733W204   1,090,009 29,412 SH   SOLE 0 21,700 0 7,712
Haleon Plc ADR ADR 405552100   94,645 11,500 SH   SOLE 0 11,500 0 0
Home Depot Common Stock 437076102   1,687,005 4,868 SH   SOLE 0 1,500 0 3,368
Honeywell International Common Stock 438516106   55,708,832 265,647 SH   SOLE 0 264,950 0 697
ICF International Common Stock 44925C103   1,501,808 11,200 SH   SOLE 0 0 0 11,200
Idacorp Common Stock 451107106   216,304 2,200 SH   SOLE 0 0 0 2,200
IDEXX Laboratories Common Stock 45168D104   46,069,150 83,000 SH   SOLE 0 83,000 0 0
Illinois Tool Works Common Stock 452308109   82,857,123 316,321 SH   SOLE 0 300,525 0 15,796
Infosys ADS ADR 456788108   2,692,670 146,500 SH   SOLE 0 146,500 0 0
Intel Common Stock 458140100   260,496 5,184 SH   SOLE 0 0 0 5,184
Intuit Common Stock 461202103   186,390,196 298,210 SH   SOLE 0 285,600 0 12,610
Iovance Biotherapeutics Inc Common Stock 462260100   204,876 25,200 SH   SOLE 0 0 0 25,200
Jabil Inc Common Stock 466313103   2,930,200 23,000 SH   SOLE 0 23,000 0 0
Johnson & Johnson Common Stock 478160104   82,221,572 524,573 SH   SOLE 0 498,080 0 26,493
Johnson Controls International Common Stock G51502105   127,428,206 2,210,760 SH   SOLE 0 2,177,850 0 32,910
JP Morgan Chase Common Stock 46625H100   273,521 1,608 SH   SOLE 0 0 0 1,608
Juniper Networks Common Stock 48203R104   802,151 27,210 SH   SOLE 0 0 0 27,210
Kenvue Inc Common Stock 49177J102   11,347,989 527,078 SH   SOLE 0 504,289 0 22,789
Keysight Technologies Common Stock 49338L103   79,545,000 500,000 SH   SOLE 0 500,000 0 0
Kimberly-Clark Common Stock 494368103   28,232,849 232,350 SH   SOLE 0 230,000 0 2,350
Limbach Holdings, Inc Common Stock 53263P105   962,236 21,162 SH   SOLE 0 0 0 21,162
Lincoln Electric Holdings Common Stock 533900106   59,562,294 273,900 SH   SOLE 0 271,400 0 2,500
Linde Common Stock G54950103   55,881,203 136,060 SH   SOLE 0 136,060 0 0
Lowe's Common Stock 548661107   96,874,012 435,291 SH   SOLE 0 414,700 0 20,591
Lululemon Athletica Common Stock 550021109   110,139,024 215,414 SH   SOLE 0 212,950 0 2,464
Mastercard, Class A Common Stock 57636Q104   3,667,986 8,600 SH   SOLE 0 8,091 0 509
Matrix Service Company Common Stock 576853105   602,448 61,600 SH   SOLE 0 0 0 61,600
McCormick & Co Common Stock 579780206   38,316,295 560,016 SH   SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102   4,698,905 2,990 SH   SOLE 0 2,990 0 0
Merck & Co Common Stock 58933Y105   82,837,539 759,838 SH   SOLE 0 740,000 0 19,838
Meta Platforms Inc Cl A Common Stock 30303M102   330,245 933 SH   SOLE 0 0 0 933
Microchip Technology Common Stock 595017104   454,688 5,042 SH   SOLE 0 0 0 5,042
Micron Technology Common Stock 595112103   251,753 2,950 SH   SOLE 0 1,550 0 1,400
Microsoft Common Stock 594918104   394,503,188 1,049,099 SH   SOLE 0 1,020,508 0 28,591
Mid-America Apartment Communities Common Stock 59522J103   235,977 1,755 SH   SOLE 0 0 0 1,755
Monolithic Power Systems Common Stock 609839105   879,938 1,395 SH   SOLE 0 1,100 0 295
Monster Beverage Common Stock 61174X109   1,905,854 33,082 SH   SOLE 0 32,200 0 882
Moody's Common Stock 615369105   2,221,896 5,689 SH   SOLE 0 0 0 5,689
Motorola Solutions Common Stock 620076307   99,414,528 317,527 SH   SOLE 0 317,025 0 502
NextEra Energy Common Stock 65339F101   438,847 7,225 SH   SOLE 0 5,425 0 1,800
NICE Systems ADR ADR 653656108   3,059,885 15,337 SH   SOLE 0 15,250 0 87
Nike, Class B Common Stock 654106103   2,235,782 20,593 SH   SOLE 0 10,276 0 10,317
Noble Corporation PLC ADR G65431127   230,638 4,789 SH   SOLE 0 0 0 4,789
Norfolk Southern Common Stock 655844108   48,391,714 204,720 SH   SOLE 0 199,800 0 4,920
Novartis ADS ADR 66987V109   33,083,426 327,656 SH   SOLE 0 312,000 0 15,656
Novo Nordisk ADS ADR 670100205   220,014,770 2,126,774 SH   SOLE 0 2,075,550 0 51,224
NVE Corporation Common Stock 629445206   309,093 3,941 SH   SOLE 0 0 0 3,941
NVIDIA Common Stock 67066G104   21,317,735 43,047 SH   SOLE 0 36,950 0 6,097
NXP Semiconductors Common Stock N6596X109   1,573,997 6,853 SH   SOLE 0 2,910 0 3,943
O'Reilly Automotive Common Stock 67103H107   3,149,515 3,315 SH   SOLE 0 1,460 0 1,855
ON Semiconductor Corporation Common Stock 682189105   510,869 6,116 SH   SOLE 0 0 0 6,116
Oracle Common Stock 68389X105   97,748,159 927,138 SH   SOLE 0 887,600 0 39,538
Orange ADR ADR 684060106   228,600 20,000 SH   SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105   1,004,066 3,405 SH   SOLE 0 0 0 3,405
Parker Hannifin Common Stock 701094104   230,350 500 SH   SOLE 0 500 0 0
Pfizer Common Stock 717081103   31,703,548 1,101,200 SH   SOLE 0 1,100,000 0 1,200
Potlatch Common Stock 737630103   377,825 7,695 SH   SOLE 0 0 0 7,695
PPG Industries Common Stock 693506107   57,813,039 386,580 SH   SOLE 0 379,000 0 7,580
Procter & Gamble Common Stock 742718109   28,319,295 193,253 SH   SOLE 0 166,150 0 27,103
Prologis Inc Common Stock 74340W103   1,552,678 11,648 SH   SOLE 0 0 0 11,648
Public Storage International Common Stock 74460D109   2,087,420 6,844 SH   SOLE 0 0 0 6,844
Qualcomm Common Stock 747525103   7,329,704 50,679 SH   SOLE 0 27,500 0 23,179
Quanta Services Common Stock 74762E102   628,625 2,913 SH   SOLE 0 0 0 2,913
Quimica y Minera Chile ADS ADR 833635105   2,198,030 36,500 SH   SOLE 0 36,500 0 0
Rambus Common Stock 750917106   284,398 4,167 SH   SOLE 0 0 0 4,167
Raymond James Financial Common Stock 754730109   819,748 7,352 SH   SOLE 0 0 0 7,352
Republic Services Common Stock 760759100   925,805 5,614 SH   SOLE 0 950 0 4,664
Rio Tinto ADS ADR 767204100   5,755,758 77,300 SH   SOLE 0 73,800 0 3,500
Rockwell Automation Common Stock 773903109   93,237,144 300,300 SH   SOLE 0 300,000 0 300
Roper Technologies Common Stock 776696106   1,253,891 2,300 SH   SOLE 0 0 0 2,300
Ross Stores Common Stock 778296103   2,459,190 17,770 SH   SOLE 0 1,750 0 16,020
RxSight Common Stock 78349D107   444,246 11,018 SH   SOLE 0 0 0 11,018
Salesforce Inc. Common Stock 79466L302   1,606,733 6,106 SH   SOLE 0 0 0 6,106
SAP ADS ADR 803054204   2,282,367 14,764 SH   SOLE 0 13,075 0 1,689
ServiceNow Common Stock 81762P102   108,155,848 153,089 SH   SOLE 0 152,550 0 539
Shell Plc ADR 780259305   578,974 8,799 SH   SOLE 0 7,750 0 1,049
SITIME CORP COM Common Stock 82982T106   245,137 2,008 SH   SOLE 0 0 0 2,008
SK Telecom ADR ADR 78440P306   235,400 11,000 SH   SOLE 0 11,000 0 0
Sony ADS ADR 835699307   1,571,854 16,600 SH   SOLE 0 16,600 0 0
Southern Copper Common Stock 84265V105   3,571,905 41,500 SH   SOLE 0 41,500 0 0
Starbucks Common Stock 855244109   320,001 3,333 SH   SOLE 0 3,213 0 120
STMicroelectronics (NY shares) ADR 861012102   5,130,254 102,339 SH   SOLE 0 45,400 0 56,939
Stryker Common Stock 863667101   94,008,280 313,926 SH   SOLE 0 303,000 0 10,926
Taiwan Semiconductor ADS ADR 874039100   220,972,440 2,124,735 SH   SOLE 0 2,087,196 0 37,539
TE Connectivity Common Stock H84989104   1,808,938 12,875 SH   SOLE 0 3,200 0 9,675
Telekomunikasi Indonesia ADS ADR 715684106   2,138,080 83,000 SH   SOLE 0 83,000 0 0
Telus Common Stock 87971M103   676,020 38,000 SH   SOLE 0 30,000 0 8,000
Texas Instruments Common Stock 882508104   45,599,584 267,509 SH   SOLE 0 256,600 0 10,909
TJX Companies Common Stock 872540109   115,693,153 1,233,271 SH   SOLE 0 1,176,700 0 56,571
Toronto-Dominion Bank Common Stock 891160509   290,790 4,500 SH   SOLE 0 0 0 4,500
Tractor Supply Common Stock 892356106   1,048,271 4,875 SH   SOLE 0 2,500 0 2,375
Trane Common Stock G8994E103   98,057,556 402,040 SH   SOLE 0 400,000 0 2,040
Trimble Common Stock 896239100   82,738,715 1,555,239 SH   SOLE 0 1,500,000 0 55,239
Tyler Technologies Common Stock 902252105   840,839 2,011 SH   SOLE 0 0 0 2,011
Unilever ADS ADR 904767704   26,054,412 537,426 SH   SOLE 0 513,600 0 23,826
Union Pacific Common Stock 907818108   87,997,049 358,265 SH   SOLE 0 350,000 0 8,265
United Parcel Service, Cl B Common Stock 911312106   36,787,103 233,970 SH   SOLE 0 220,000 0 13,970
UnitedHealth Group Common Stock 91324P102   1,316,175 2,500 SH   SOLE 0 300 0 2,200
Verizon Communications Common Stock 92343V104   236,002 6,260 SH   SOLE 0 6,000 0 260
Virtu Financial Common Stock 928254101   374,810 18,500 SH   SOLE 0 18,500 0 0
Visa Common Stock 92826C839   364,490 1,400 SH   SOLE 0 900 0 500
W.W. Grainger Common Stock 384802104   67,848,165 81,874 SH   SOLE 0 80,000 0 1,874
Waste Management Common Stock 94106L109   387,214 2,162 SH   SOLE 0 0 0 2,162
Watsco Common Stock 942622200   1,030,470 2,405 SH   SOLE 0 0 0 2,405
Weyerhaeuser Common Stock 962166104   471,273 13,554 SH   SOLE 0 0 0 13,554
Zoetis Inc. Common Stock 98978V103   1,325,734 6,717 SH   SOLE 0 6,000 0 717
Zscaler Common Stock 98980G102   302,429 1,365 SH   SOLE 0 0 0 1,365