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
3M CO COM 88579Y101 1,402,130 9,210 SH SOLE 9,210 0 0
ABBOTT LABS COM 002824100 2,690,278 19,780 SH SOLE 19,780 0 0
ABBVIE INC COM 00287Y109 6,915,459 37,256 SH SOLE 36,856 0 400
ADOBE INC COM 00724F101 757,511 1,958 SH SOLE 1,958 0 0
ADTALEM GLOBAL ED INC COM 00737L103 1,244,564 9,782 SH SOLE 9,732 0 50
ADVANCED MICRO DEVICES INC COM 007903107 544,896 3,840 SH SOLE 3,840 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,064,905 27,025 SH SOLE 26,148 0 877
ALLIANT ENERGY CORP COM 018802108 1,848,810 30,574 SH SOLE 30,474 0 100
ALLISON TRANSMISSION HLDGS I COM 01973R101 571,840 6,020 SH SOLE 5,940 0 80
ALPHABET INC CAP STK CL A 02079K305 12,648,998 71,776 SH SOLE 67,648 0 4,128
ALPHABET INC CAP STK CL C 02079K107 1,589,146 8,958 SH SOLE 8,958 0 0
AMAZON COM INC COM 023135106 8,073,771 36,801 SH SOLE 36,331 0 470
AMERICAN EXPRESS CO COM 025816109 828,710 2,598 SH SOLE 2,598 0 0
AMETEK INC COM 031100100 6,414,489 35,447 SH SOLE 30,141 0 5,306
AMPHENOL CORP NEW CL A 032095101 5,251,723 53,182 SH SOLE 47,502 0 5,680
APPLE INC COM 037833100 29,206,094 142,351 SH SOLE 134,990 0 7,361
APPLOVIN CORP COM CL A 03831W108 2,036,065 5,816 SH SOLE 4,196 0 1,620
ARISTA NETWORKS INC COM SHS 040413205 10,642,593 104,023 SH SOLE 91,931 0 12,092
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,641,516 4,544 SH SOLE 4,502 0 42
ASTRAZENECA PLC SPONSORED ADR 046353108 854,632 12,230 SH SOLE 11,856 0 374
AT&T INC COM 00206R102 368,985 12,750 SH SOLE 12,750 0 0
BADGER METER INC COM 056525108 3,376,636 13,785 SH SOLE 13,755 0 30
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 1,702,765 110,785 SH SOLE 107,972 0 2,813
BANCO SANTANDER S.A. ADR 05964H105 2,905,647 350,078 SH SOLE 337,378 0 12,700
BANK AMERICA CORP COM 060505104 3,987,656 84,270 SH SOLE 82,118 0 2,152
BANK NEW YORK MELLON CORP COM 064058100 2,712,254 29,769 SH SOLE 28,763 0 1,006
BARCLAYS PLC ADR 06738E204 1,545,015 83,110 SH SOLE 53,570 0 29,540
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,084,300 22,818 SH SOLE 22,818 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,279,366 49,241 SH SOLE 49,141 0 100
BROADCOM INC COM 11135F101 6,923,777 25,118 SH SOLE 21,678 0 3,440
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 384,960 1,584 SH SOLE 1,534 0 50
CAMECO CORP COM 13321L108 216,009 2,910 SH SOLE 2,910 0 0
CANADIAN NAT RES LTD COM 136385101 768,829 24,485 SH SOLE 23,573 0 912
CANADIAN PACIFIC KANSAS CITY COM 13646K108 971,058 12,250 SH SOLE 11,882 0 368
CHEVRON CORP NEW COM 166764100 2,054,204 14,346 SH SOLE 14,346 0 0
CHURCH & DWIGHT CO INC COM 171340102 967,828 10,070 SH SOLE 10,070 0 0
CINCINNATI FINL CORP COM 172062101 342,516 2,300 SH SOLE 2,300 0 0
CINTAS CORP COM 172908105 1,525,099 6,843 SH SOLE 6,843 0 0
CISCO SYS INC COM 17275R102 228,954 3,300 SH SOLE 3,300 0 0
COCA COLA CO COM 191216100 883,102 12,482 SH SOLE 12,482 0 0
COMFORT SYS USA INC COM 199908104 862,762 1,609 SH SOLE 559 0 1,050
CONOCOPHILLIPS COM 20825C104 423,573 4,720 SH SOLE 4,720 0 0
COPA HOLDINGS SA CL A P31076105 846,769 7,700 SH SOLE 7,390 0 310
CORTEVA INC COM 22052L104 423,032 5,676 SH SOLE 5,676 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,491,346 1,507 SH SOLE 1,507 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 1,147,808 2,821 SH SOLE 2,707 0 114
DEERE & CO COM 244199105 298,484 587 SH SOLE 587 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,000,956 14,563 SH SOLE 10,753 0 3,810
DOMINION ENERGY INC COM 25746U109 1,067,324 18,884 SH SOLE 18,884 0 0
DOW INC COM 260557103 200,242 7,562 SH SOLE 7,562 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 422,558 3,581 SH SOLE 3,581 0 0
DUPONT DE NEMOURS INC COM 26614N102 518,678 7,562 SH SOLE 7,562 0 0
D-WAVE QUANTUM INC COM 26740W109 913,682 62,410 SH SOLE 61,710 0 700
EATON CORP PLC SHS G29183103 9,723,337 27,237 SH SOLE 24,704 0 2,533
ECOLAB INC COM 278865100 238,993 887 SH SOLE 887 0 0
ELI LILLY & CO COM 532457108 3,573,366 4,584 SH SOLE 4,474 0 110
EQT CORP COM 26884L109 831,060 14,250 SH SOLE 14,250 0 0
EXELIXIS INC COM 30161Q104 4,425,967 100,419 SH SOLE 81,682 0 18,737
EXELON CORP COM 30161N101 369,070 8,500 SH SOLE 8,500 0 0
EXXON MOBIL CORP COM 30231G102 5,715,772 53,022 SH SOLE 53,022 0 0
FASTENAL CO COM 311900104 4,020,072 95,716 SH SOLE 95,716 0 0
FERRARI N V COM N3167Y103 8,005,442 16,313 SH SOLE 14,209 0 2,104
FIDELITY NATL INFORMATION SV COM 31620M106 499,369 6,134 SH SOLE 6,134 0 0
FISERV INC COM 337738108 8,278,783 48,018 SH SOLE 47,500 0 518
FLOWSERVE CORP COM 34354P105 1,531,604 29,257 SH SOLE 27,797 0 1,460
FORTINET INC COM 34959E109 255,842 2,420 SH SOLE 2,420 0 0
FREEPORT-MCMORAN INC CL B 35671D857 720,477 16,620 SH SOLE 16,620 0 0
GE AEROSPACE COM NEW 369604301 996,614 3,872 SH SOLE 3,872 0 0
GE VERNOVA INC COM 36828A101 5,570,891 10,528 SH SOLE 8,485 0 2,043
GENERAL MLS INC COM 370334104 440,385 8,500 SH SOLE 8,500 0 0
GRAINGER W W INC COM 384802104 12,672,204 12,182 SH SOLE 11,450 0 732
HALOZYME THERAPEUTICS INC COM 40637H109 1,499,268 28,821 SH SOLE 28,821 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,715,294 265,948 SH SOLE 258,635 0 7,313
HDFC BANK LTD SPONSORED ADS 40415F101 6,939,632 90,513 SH SOLE 90,079 0 434
HOME DEPOT INC COM 437076102 1,184,064 3,230 SH SOLE 3,230 0 0
HONEYWELL INTL INC COM 438516106 2,278,964 9,786 SH SOLE 9,786 0 0
HOWMET AEROSPACE INC COM 443201108 8,206,472 44,090 SH SOLE 43,283 0 807
ICON PLC SHS G4705A100 420,496 2,891 SH SOLE 2,775 0 116
IDEXX LABS INC COM 45168D104 271,388 506 SH SOLE 506 0 0
ING GROEP N.V. SPONSORED ADR 456837103 2,546,346 116,431 SH SOLE 114,101 0 2,330
INTERNATIONAL BUSINESS MACHSIBM CORP COM 459200101 2,200,533 7,465 SH SOLE 7,465 0 0
INTUIT COM 461202103 377,275 479 SH SOLE 469 0 10
ISHARES TR CORE S&P500 ETF 464287200 476,230 767 SH SOLE 767 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 323,530 762 SH SOLE 762 0 0
ISHARES TR SELECT DIVID ETF 464287168 1,283,609 9,665 SH SOLE 9,665 0 0
JOHNSON & JOHNSON COM 478160104 496,132 3,248 SH SOLE 3,248 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,418,477 13,430 SH SOLE 13,032 0 398
JPMORGAN CHASE & CO. COM 46625H100 8,620,474 29,735 SH SOLE 29,375 0 360
KIMBERLY-CLARK CORP COM 494368103 2,005,093 15,553 SH SOLE 15,553 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 294,493 6,340 SH SOLE 6,140 0 200
KROGER CO COM 501044101 7,252,262 101,105 SH SOLE 99,886 0 1,219
LAM RESEARCH CORP COM NEW 512807306 1,095,075 11,250 SH SOLE 11,250 0 0
LINCOLN ELEC HLDGS INC COM 533900106 319,273 1,540 SH SOLE 1,540 0 0
LINDE PLC SHS G54950103 1,508,414 3,215 SH SOLE 3,115 0 100
MANPOWERGROUP INC WIS COM 56418H100 296,213 7,332 SH SOLE 7,332 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,400,892 22,068 SH SOLE 20,369 0 1,699
MCDONALDS CORP COM 580135101 471,270 1,613 SH SOLE 1,613 0 0
MERCADOLIBRE INC COM 58733R102 9,186,909 3,515 SH SOLE 3,049 0 466
META PLATFORMS INC CL A 30303M102 13,164,573 17,836 SH SOLE 16,729 0 1,107
MICROSOFT CORP COM 594918104 25,715,308 51,698 SH SOLE 49,677 0 2,021
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,018,354 2,422 SH SOLE 2,402 0 20
NATIONAL PRESTO INDS INC COM 637215104 433,473 4,425 SH SOLE 4,425 0 0
NETFLIX INC COM 64110L106 1,515,895 1,132 SH SOLE 1,132 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 923,424 140,338 SH SOLE 135,572 0 4,766
NORTHERN TR CORP COM 665859104 1,480,907 11,680 SH SOLE 11,620 0 60
NOVARTIS AG SPONSORED ADR 66987V109 2,069,755 17,104 SH SOLE 17,104 0 0
NOVO-NORDISK A S ADR 670100205 8,417,610 121,959 SH SOLE 121,567 0 392
NVIDIA CORPORATION COM 67066G104 21,866,606 138,405 SH SOLE 133,320 0 5,085
OMNICOM GROUP INC COM 681919106 532,356 7,400 SH SOLE 7,400 0 0
ORACLE CORP COM 68389X105 524,712 2,400 SH SOLE 2,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,405,448 54,324 SH SOLE 44,469 0 9,855
PARKER-HANNIFIN CORP COM 701094104 4,246,698 6,080 SH SOLE 5,080 0 1,000
PEGASYSTEMS INC COM 705573103 1,366,133 25,238 SH SOLE 25,238 0 0
PEPSICO INC COM 713448108 3,499,060 26,500 SH SOLE 26,500 0 0
PHILLIPS 66 COM 718546104 281,548 2,360 SH SOLE 2,360 0 0
PPG INDS INC COM 693506107 1,152,060 10,128 SH SOLE 10,128 0 0
PRIMORIS SVCS CORP COM 74164F103 751,497 9,642 SH SOLE 2,742 0 6,900
PROCTER AND GAMBLE CO COM 742718109 4,375,087 27,461 SH SOLE 27,461 0 0
PRUDENTIAL FINL INC COM 744320102 773,568 7,200 SH SOLE 7,200 0 0
RELX PLC SPONSORED ADR 759530108 405,268 7,458 SH SOLE 7,458 0 0
ROCKWELL AUTOMATION INC COM 773903109 927,086 2,791 SH SOLE 2,791 0 0
S&P GLOBAL INC COM 78409V104 300,555 570 SH SOLE 570 0 0
SAP SE SPON ADR 803054204 6,962,978 22,897 SH SOLE 20,666 0 2,231
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 281,176 9,329 SH SOLE 9,329 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 471,923 21,354 SH SOLE 21,354 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 918,993 37,602 SH SOLE 37,602 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 226,644 8,080 SH SOLE 8,080 0 0
SERVICENOW INC COM 81762P102 221,037 215 SH SOLE 215 0 0
SHELL PLC SPON ADS 780259305 1,121,209 15,924 SH SOLE 15,924 0 0
SMITH A O CORP COM 831865209 2,787,184 42,507 SH SOLE 42,507 0 0
SMUCKER J M CO COM NEW 832696405 227,824 2,320 SH SOLE 2,320 0 0
SNAP ON INC COM 833034101 3,234,716 10,395 SH SOLE 10,395 0 0
SOUTHERN CO COM 842587107 3,401,934 37,046 SH SOLE 29,920 0 7,126
SPDR S&P 500 ETF TR TR UNIT 78462F103 521,465 844 SH SOLE 844 0 0
SPROUTS FMRS MKT INC COM 85208M102 1,094,691 6,649 SH SOLE 6,599 0 50
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,249,319 5,516 SH SOLE 5,294 0 222
TAPESTRY INC COM 876030107 2,463,949 28,060 SH SOLE 28,060 0 0
TEXAS INSTRS INC COM 882508104 622,860 3,000 SH SOLE 3,000 0 0
THE CIGNA GROUP COM 125523100 2,989,435 9,043 SH SOLE 9,043 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,407,216 5,937 SH SOLE 5,937 0 0
TJX COS INC NEW COM 872540109 263,528 2,134 SH SOLE 2,134 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 257,838 4,200 SH SOLE 4,200 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 8,534,307 19,511 SH SOLE 17,764 0 1,747
TRUIST FINL CORP COM 89832Q109 982,364 22,851 SH SOLE 9,181 0 13,670
UNILEVER PLC SPON ADR NEW 904767704 1,192,020 19,487 SH SOLE 18,835 0 652
US BANCORP DEL COM NEW 902973304 219,960 4,861 SH SOLE 4,861 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,555,266 2,738 SH SOLE 2,738 0 0
VISA INC COM CL A 92826C839 1,224,013 3,447 SH SOLE 3,427 0 20
WALMART INC COM 931142103 415,369 4,248 SH SOLE 4,248 0 0
WEC ENERGY GROUP INC COM 92939U106 3,098,491 29,736 SH SOLE 29,686 0 50
WELLS FARGO CO NEW COM 949746101 705,056 8,800 SH SOLE 8,800 0 0
WIX COM LTD SHS M98068105 1,016,679 6,416 SH SOLE 6,158 0 258
XYLEM INC COM 98419M100 605,275 4,679 SH SOLE 4,679 0 0
YUM BRANDS INC COM 988498101 655,400 4,423 SH SOLE 4,423 0 0
ZOETIS INC CL A 98978V103 657,329 4,215 SH SOLE 4,215 0 0