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
Expires: July 31, 2015
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
Abbott Laboratories Common Stock 002824100 52,173,898 393,320 SH SOLE 0 350,000 0 43,320
AbbVie Common Stock 00287Y109 150,264,811 717,186 SH SOLE 0 700,000 0 17,186
Accenture, Class A Common Stock G1151C101 3,374,401 10,814 SH SOLE 0 3,280 0 7,534
Adobe Common Stock 00724F101 130,998,507 341,560 SH SOLE 0 326,500 0 15,060
Advanced Micro Devices Common Stock 007903107 88,785,340 864,175 SH SOLE 0 863,950 0 225
Agilent Technologies Common Stock 00846U101 86,067,333 735,744 SH SOLE 0 732,900 0 2,844
Agnico-Eagle Mines Common Stock 008474108 3,078,410 28,396 SH SOLE 0 6,150 0 22,246
Air Products & Chemicals Common Stock 009158106 32,716,950 110,935 SH SOLE 0 110,000 0 935
Alcon Common Stock H01301128 1,311,458 13,815 SH SOLE 0 13,220 0 595
Alphabet inc., C Common Stock 02079K107 270,903 1,734 SH SOLE 0 0 0 1,734
Alphabet, Class A Common Stock 02079K305 221,420,820 1,431,847 SH SOLE 0 1,381,130 0 50,717
Amazon.com Common Stock 023135106 5,517,350 28,999 SH SOLE 0 26,980 0 2,019
Amgen Common Stock 031162100 35,554,086 114,120 SH SOLE 0 113,945 0 175
Aon PLC Common Stock G0403H108 793,790 1,989 SH SOLE 0 0 0 1,989
Apple Common Stock 037833100 468,461,371 2,108,951 SH SOLE 0 1,989,983 0 118,968
Argan, Inc. Common Stock 04010E109 332,122 2,532 SH SOLE 0 0 0 2,532
ASML Holding NY Common Stock N07059210 212,174,126 320,200 SH SOLE 0 318,665 0 1,535
AstraZeneca ADS ADR 046353108 120,252,983 1,636,095 SH SOLE 0 1,605,500 0 30,595
AutoZone Common Stock 053332102 154,974,256 40,646 SH SOLE 0 40,060 0 586
Barrick Gold Common Stock 067901108 3,218,506 165,561 SH SOLE 0 164,000 0 1,561
BHP Biliton ADR ADR 088606108 576,073 11,868 SH SOLE 0 8,250 0 3,618
Boston Scientific Common Stock 101137107 2,673,824 26,505 SH SOLE 0 24,500 0 2,005
Broadcom Ltd Common Stock 11135F101 256,221,478 1,530,320 SH SOLE 0 1,488,500 0 41,820
Camden Property Trust Common Stock 133131102 665,312 5,440 SH SOLE 0 900 0 4,540
Cameco Corp Common Stock 13321L108 400,775 9,737 SH SOLE 0 0 0 9,737
Canadian National Railway Common Stock 136375102 37,424,640 384,000 SH SOLE 0 384,000 0 0
Canadian Pacific Kansas City Ltd Common Stock 13646K108 404,971 5,768 SH SOLE 0 5,768 0 0
Chevron Corporation Common Stock 166764100 200,748 1,200 SH SOLE 0 0 0 1,200
Chubb Common Stock H1467J104 957,308 3,170 SH SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102 131,236,748 1,192,086 SH SOLE 0 1,171,300 0 20,786
Cisco Systems Common Stock 17275R102 107,417,671 1,740,685 SH SOLE 0 1,684,050 0 56,635
Colgate-Palmolive Common Stock 194162103 45,931,740 490,200 SH SOLE 0 490,000 0 200
Comfort Systems USA Common Stock 199908104 790,192 2,451 SH SOLE 0 0 0 2,451
Confluent Inc Common Stock 20717M103 203,928 8,700 SH SOLE 0 0 0 8,700
ConocoPhillips Common Stock 20825C104 2,067,214 19,684 SH SOLE 0 800 0 18,884
Corteva Common Stock 22052L104 1,602,575 25,466 SH SOLE 0 18,780 0 6,686
Costco Wholesale Common Stock 22160K105 4,125,492 4,362 SH SOLE 0 3,509 0 853
CSW Industrials, Inc. Common Stock 126402106 1,006,036 3,451 SH SOLE 0 0 0 3,451
Dominion Energy Common Stock 25746U109 687,699 12,265 SH SOLE 0 8,500 0 3,765
Dynavax Technologies Corp Common Stock 268158201 176,561 13,613 SH SOLE 0 0 0 13,613
Eaton Corp PLC Common Stock G29183103 55,136,094 202,833 SH SOLE 0 187,245 0 15,588
Ecolab Common Stock 278865100 380,280 1,500 SH SOLE 0 1,500 0 0
Edwards Lifesciences Common Stock 28176E108 971,957 13,410 SH SOLE 0 0 0 13,410
Elastic NV Common Stock N14506104 225,601 2,532 SH SOLE 0 0 0 2,532
Eli Lilly Common Stock 532457108 496,170,388 600,756 SH SOLE 0 593,790 0 6,966
EMCOR Group Common Stock 29084Q100 422,117 1,142 SH SOLE 0 700 0 442
Emerson Electric Common Stock 291011104 1,403,502 12,801 SH SOLE 0 0 0 12,801
Enphase Energy Common Stock 29355A107 404,256 6,515 SH SOLE 0 4,000 0 2,515
Equinix Common Stock 29444U700 775,397 951 SH SOLE 0 110 0 841
Equity Residential Property Trust Common Stock 29476L107 622,030 8,690 SH SOLE 0 1,430 0 7,260
Exponent Common Stock 30214U102 1,508,608 18,611 SH SOLE 0 0 0 18,611
Fastenal Common Stock 311900104 1,407,067 18,144 SH SOLE 0 1,745 0 16,399
Ferguson Enterprises Inc Common Stock 31488V107 38,107,982 237,833 SH SOLE 0 223,810 0 14,023
First Solar Common Stock 336433107 772,867 6,113 SH SOLE 0 0 0 6,113
Floor & Decor Holdings, Inc. Class Common Stock 339750101 560,071 6,960 SH SOLE 0 900 0 6,060
Fortinet Inc. Common Stock 34959E109 1,161,858 12,070 SH SOLE 0 11,870 0 200
Fortune Brands Innovations Common Stock 34964C106 225,256 3,700 SH SOLE 0 1,350 0 2,350
Gartner Common Stock 366651107 75,822,253 180,641 SH SOLE 0 179,900 0 741
General Mills Common Stock 370334104 410,698 6,869 SH SOLE 0 3,800 0 3,069
Genuine Parts Common Stock 372460105 45,725,932 383,800 SH SOLE 0 382,000 0 1,800
GlaxoSmithKline ADS ADR 37733W204 877,461 22,650 SH SOLE 0 19,900 0 2,750
Home Depot Common Stock 437076102 12,562,910 34,279 SH SOLE 0 31,750 0 2,529
Illinois Tool Works Common Stock 452308109 76,417,833 308,124 SH SOLE 0 300,000 0 8,124
Infosys ADS ADR 456788108 3,037,311 166,428 SH SOLE 0 163,200 0 3,228
International Business Machines Common Stock 459200101 577,886 2,324 SH SOLE 0 0 0 2,324
Intuit Common Stock 461202103 181,239,410 295,183 SH SOLE 0 285,600 0 9,583
Iovance Biotherapeutics Inc Common Stock 462260100 68,441 20,553 SH SOLE 0 0 0 20,553
Itron Common Stock 465741106 1,045,610 9,981 SH SOLE 0 0 0 9,981
Jabil Inc Common Stock 466313103 3,891,602 28,600 SH SOLE 0 28,600 0 0
Johnson & Johnson Common Stock 478160104 30,281,223 182,593 SH SOLE 0 165,000 0 17,593
Johnson Controls International Common Stock G51502105 211,660,874 2,642,128 SH SOLE 0 2,602,750 0 39,378
JP Morgan Chase Common Stock 46625H100 712,106 2,903 SH SOLE 0 1,200 0 1,703
Kenvue Inc Common Stock 49177J102 41,212,052 1,718,601 SH SOLE 0 1,675,000 0 43,601
Keysight Technologies Common Stock 49338L103 128,260,482 856,383 SH SOLE 0 851,450 0 4,933
Kimberly-Clark Common Stock 494368103 42,827,277 301,134 SH SOLE 0 300,000 0 1,134
Limbach Holdings, Inc Common Stock 53263P105 584,143 7,844 SH SOLE 0 0 0 7,844
Lincoln Electric Holdings Common Stock 533900106 53,017,576 280,279 SH SOLE 0 268,920 0 11,359
Linde Common Stock G54950103 62,832,065 134,937 SH SOLE 0 134,935 0 2
Lowe's Common Stock 548661107 99,636,089 427,201 SH SOLE 0 407,100 0 20,101
Lululemon Athletica Common Stock 550021109 849,180 3,000 SH SOLE 0 3,000 0 0
Mastercard, Class A Common Stock 57636Q104 3,382,997 6,172 SH SOLE 0 5,631 0 541
Matrix Service Company Common Stock 576853105 284,473 22,886 SH SOLE 0 0 0 22,886
McCormick & Co Common Stock 579780206 46,094,917 560,016 SH SOLE 0 559,288 0 728
MercadoLibre Common Stock 58733R102 4,974,719 2,550 SH SOLE 0 2,535 0 15
Merck & Co Common Stock 58933Y105 13,035,216 145,223 SH SOLE 0 123,000 0 22,223
Meta Platforms Inc Cl A Common Stock 30303M102 2,558,462 4,439 SH SOLE 0 3,650 0 789
Microsoft Common Stock 594918104 417,424,671 1,111,976 SH SOLE 0 1,081,138 0 30,838
Mid-America Apartment Communities Common Stock 59522J103 584,854 3,490 SH SOLE 0 660 0 2,830
Monolithic Power Systems Common Stock 609839105 938,408 1,618 SH SOLE 0 1,100 0 518
Monster Beverage Common Stock 61174X109 1,953,573 33,383 SH SOLE 0 32,200 0 1,183
Moody's Common Stock 615369105 2,335,435 5,015 SH SOLE 0 0 0 5,015
Motorola Solutions Common Stock 620076307 3,237,605 7,395 SH SOLE 0 6,900 0 495
NextEra Energy Common Stock 65339F101 1,157,279 16,325 SH SOLE 0 12,025 0 4,300
NICE Systems ADR ADR 653656108 2,916,434 18,917 SH SOLE 0 18,120 0 797
Nike, Class B Common Stock 654106103 6,665,400 105,000 SH SOLE 0 105,000 0 0
Norfolk Southern Common Stock 655844108 965,164 4,075 SH SOLE 0 0 0 4,075
Novartis ADS ADR 66987V109 35,692,106 320,166 SH SOLE 0 302,200 0 17,966
Novo Nordisk ADS ADR 670100205 148,932,065 2,144,759 SH SOLE 0 2,068,375 0 76,384
NVIDIA Common Stock 67066G104 251,709,407 2,322,471 SH SOLE 0 2,242,750 0 79,721
NXP Semiconductors Common Stock N6596X109 1,189,586 6,259 SH SOLE 0 2,735 0 3,524
O'Reilly Automotive Common Stock 67103H107 5,452,399 3,806 SH SOLE 0 1,460 0 2,346
Oracle Common Stock 68389X105 133,842,630 957,318 SH SOLE 0 920,425 0 36,893
Orange ADR ADR 684060106 258,600 20,000 SH SOLE 0 20,000 0 0
Palo Alto Networks Inc. Common Stock 697435105 1,393,958 8,169 SH SOLE 0 0 0 8,169
Parker Hannifin Common Stock 701094104 255,297 420 SH SOLE 0 420 0 0
Phillips 66 Common Stock 718546104 650,493 5,268 SH SOLE 0 1,100 0 4,168
Potlatch Common Stock 737630103 570,317 12,640 SH SOLE 0 2,500 0 10,140
Procter & Gamble Common Stock 742718109 157,197,964 922,415 SH SOLE 0 891,450 0 30,965
Prologis Inc Common Stock 74340W103 1,314,315 11,757 SH SOLE 0 925 0 10,832
Public Storage International Common Stock 74460D109 2,065,400 6,901 SH SOLE 0 350 0 6,551
Qualcomm Common Stock 747525103 7,666,675 49,910 SH SOLE 0 32,400 0 17,510
Quanta Services Common Stock 74762E102 2,016,918 7,935 SH SOLE 0 5,000 0 2,935
Quimica y Minera Chile ADS ADR 833635105 1,962,940 49,407 SH SOLE 0 49,000 0 407
Republic Services Common Stock 760759100 1,752,028 7,235 SH SOLE 0 950 0 6,285
Rio Tinto ADS ADR 767204100 4,621,053 76,915 SH SOLE 0 71,900 0 5,015
Rockwell Automation Common Stock 773903109 77,849,894 301,300 SH SOLE 0 300,000 0 1,300
Roper Technologies Common Stock 776696106 782,962 1,328 SH SOLE 0 0 0 1,328
Ross Stores Common Stock 778296103 320,753 2,510 SH SOLE 0 1,390 0 1,120
RxSight Common Stock 78349D107 242,855 9,618 SH SOLE 0 0 0 9,618
Salesforce Inc. Common Stock 79466L302 1,862,687 6,941 SH SOLE 0 0 0 6,941
SAP ADS ADR 803054204 4,355,976 16,227 SH SOLE 0 13,780 0 2,447
ServiceNow Common Stock 81762P102 150,362,981 188,865 SH SOLE 0 187,550 0 1,315
Shell Plc ADR 780259305 278,464 3,800 SH SOLE 0 3,800 0 0
SK Telecom ADR ADR 78440P306 233,860 11,000 SH SOLE 0 11,000 0 0
Sony ADS ADR 835699307 507,800 20,000 SH SOLE 0 20,000 0 0
Southern Copper Common Stock 84265V105 4,136,820 44,263 SH SOLE 0 44,263 0 0
Stryker Common Stock 863667101 117,050,662 314,441 SH SOLE 0 304,000 0 10,441
Taiwan Semiconductor ADS ADR 874039100 354,051,274 2,132,839 SH SOLE 0 2,093,566 0 39,273
TE Connectivity Common Stock G87052109 1,909,940 13,515 SH SOLE 0 3,200 0 10,315
Telekomunikasi Indonesia ADS ADR 715684106 1,237,460 83,782 SH SOLE 0 83,000 0 782
Texas Instruments Common Stock 882508104 47,811,521 266,063 SH SOLE 0 255,100 0 10,963
TJX Companies Common Stock 872540109 149,919,357 1,230,865 SH SOLE 0 1,176,700 0 54,165
Tractor Supply Common Stock 892356106 746,605 13,550 SH SOLE 0 1,900 0 11,650
Trane Common Stock G8994E103 136,000,790 403,659 SH SOLE 0 400,400 0 3,259
Trimble Common Stock 896239100 110,995,899 1,690,722 SH SOLE 0 1,665,000 0 25,722
Tyler Technologies Common Stock 902252105 2,126,725 3,658 SH SOLE 0 1,200 0 2,458
Unilever ADS ADR 904767704 36,083,906 605,943 SH SOLE 0 551,800 0 54,143
Union Pacific Common Stock 907818108 55,319,848 234,168 SH SOLE 0 225,665 0 8,503
United Parcel Service, Cl B Common Stock 911312106 30,232,181 274,863 SH SOLE 0 260,000 0 14,863
UnitedHealth Group Common Stock 91324P102 930,180 1,776 SH SOLE 0 390 0 1,386
Verizon Communications Common Stock 92343V104 336,118 7,410 SH SOLE 0 6,000 0 1,410
Virtu Financial Common Stock 928254101 571,800 15,000 SH SOLE 0 15,000 0 0
Visa Common Stock 92826C839 479,780 1,369 SH SOLE 0 900 0 469
W.W. Grainger Common Stock 384802104 80,952,669 81,950 SH SOLE 0 80,000 0 1,950
Waste Management Common Stock 94106L109 451,676 1,951 SH SOLE 0 0 0 1,951
Watsco Common Stock 942622200 1,658,583 3,263 SH SOLE 0 0 0 3,263
Weyerhaeuser Common Stock 962166104 575,030 19,639 SH SOLE 0 3,400 0 16,239
Zoetis Inc. Common Stock 98978V103 1,017,702 6,181 SH SOLE 0 6,000 0 181
Zscaler Common Stock 98980G102 277,391 1,398 SH SOLE 0 0 0 1,398