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 49,095,513 391,855 SH SOLE 0 350,193 0 41,662
AbbVie Common Stock 00287Y109 178,288,690 780,291 SH SOLE 0 756,543 0 23,748
Adobe Common Stock 00724F101 57,975,843 165,650 SH SOLE 0 153,200 0 12,450
Advanced Micro Devices Common Stock 007903107 90,596,105 423,030 SH SOLE 0 409,640 0 13,390
Aecom Technology Common Stock 00766T100 373,217 3,915 SH SOLE 0 2,750 0 1,165
Agilent Technologies Common Stock 00846U101 27,130,997 199,390 SH SOLE 0 199,390 0 0
Agnico-Eagle Mines Common Stock 008474108 4,362,176 25,731 SH SOLE 0 5,500 0 20,231
Air Products & Chemicals Common Stock 009158106 28,652,097 115,991 SH SOLE 0 114,562 0 1,429
Alcon Common Stock H01301128 239,976 3,045 SH SOLE 0 3,045 0 0
Alphabet inc., C Common Stock 02079K107 627,914 2,001 SH SOLE 0 0 0 2,001
Alphabet, Class A Common Stock 02079K305 450,770,080 1,440,160 SH SOLE 0 1,379,315 0 60,845
Amazon.com Common Stock 023135106 7,036,317 30,484 SH SOLE 0 27,775 0 2,709
Amphenol Corp Class A Common Stock 032095101 4,799,497 35,515 SH SOLE 0 17,400 0 18,115
Aon PLC Common Stock G0403H108 701,878 1,989 SH SOLE 0 0 0 1,989
Apple Common Stock 037833100 485,568,978 1,786,099 SH SOLE 0 1,672,217 0 113,882
Applied Materials Common Stock 038222105 304,533 1,185 SH SOLE 0 0 0 1,185
Argan, Inc. Common Stock 04010E109 497,865 1,589 SH SOLE 0 0 0 1,589
ASML Holding NY Common Stock N07059210 342,449,348 320,088 SH SOLE 0 318,645 0 1,443
AstraZeneca ADS ADR 046353108 150,324,580 1,635,207 SH SOLE 0 1,603,314 0 31,893
AutoZone Common Stock 053332102 138,817,486 40,931 SH SOLE 0 40,228 0 703
Badger Meter Common Stock 056525108 389,458 2,233 SH SOLE 0 0 0 2,233
Banco Santander ADS ADR 05964H105 415,242 35,400 SH SOLE 0 20,000 0 15,400
Barrick Mining Corporation Common Stock 06849F108 9,243,967 212,261 SH SOLE 0 210,000 0 2,261
BHP Biliton ADR ADR 088606108 725,949 12,025 SH SOLE 0 8,250 0 3,775
Boston Scientific Common Stock 101137107 4,081,361 42,804 SH SOLE 0 25,000 0 17,804
Broadcom Ltd Common Stock 11135F101 529,213,232 1,529,076 SH SOLE 0 1,487,271 0 41,805
Camden Property Trust Common Stock 133131102 621,952 5,650 SH SOLE 0 0 0 5,650
Cameco Corp Common Stock 13321L108 923,363 10,092 SH SOLE 0 0 0 10,092
Canadian National Railway Common Stock 136375102 37,979,554 384,214 SH SOLE 0 384,214 0 0
Chubb Common Stock H1467J104 989,420 3,170 SH SOLE 0 2,810 0 360
Church & Dwight Common Stock 171340102 99,498,926 1,186,630 SH SOLE 0 1,171,534 0 15,096
Cisco Systems Common Stock 17275R102 134,210,139 1,742,310 SH SOLE 0 1,684,640 0 57,670
Colgate-Palmolive Common Stock 194162103 35,578,913 450,252 SH SOLE 0 450,252 0 0
Comfort Systems USA Common Stock 199908104 2,105,969 2,256 SH SOLE 0 0 0 2,256
Copart Common Stock 217204106 597,507 15,262 SH SOLE 0 3,000 0 12,262
Corteva Common Stock 22052L104 2,556,189 38,135 SH SOLE 0 15,010 0 23,125
Costco Wholesale Common Stock 22160K105 3,661,496 4,246 SH SOLE 0 3,414 0 832
CRH PLC Common Stock G25508105 21,790,703 174,605 SH SOLE 0 155,186 0 19,419
CrowdStrike Holdings Inc Class A Common Stock 22788C105 273,521 583 SH SOLE 0 0 0 583
CSW Industrials, Inc. Common Stock 126402106 892,918 3,042 SH SOLE 0 0 0 3,042
Danaher Common Stock 235851102 1,694,924 7,404 SH SOLE 0 0 0 7,404
Dominion Energy Common Stock 25746U109 727,278 12,413 SH SOLE 0 8,598 0 3,815
Dynavax Technologies Corp Common Stock 268158201 209,368 13,613 SH SOLE 0 0 0 13,613
Eaton Corp PLC Common Stock G29183103 64,759,771 203,321 SH SOLE 0 187,319 0 16,002
Ecolab Common Stock 278865100 393,780 1,500 SH SOLE 0 1,500 0 0
Eli Lilly Common Stock 532457108 603,267,319 561,346 SH SOLE 0 554,609 0 6,737
EMCOR Group Common Stock 29084Q100 1,072,468 1,753 SH SOLE 0 1,350 0 403
Emerson Electric Common Stock 291011104 419,926 3,164 SH SOLE 0 0 0 3,164
Enphase Energy Common Stock 29355A107 337,006 10,515 SH SOLE 0 4,150 0 6,365
Equinix Common Stock 29444U700 1,067,260 1,393 SH SOLE 0 0 0 1,393
Equity Residential Property Trust Common Stock 29476L107 567,359 9,000 SH SOLE 0 0 0 9,000
Exponent Common Stock 30214U102 277,840 4,000 SH SOLE 0 0 0 4,000
Fastenal Common Stock 311900104 1,364,821 34,010 SH SOLE 0 3,490 0 30,520
Federal Signal Common Stock 313855108 362,799 3,341 SH SOLE 0 0 0 3,341
Ferguson Enterprises Inc Common Stock 31488V107 53,225,044 239,074 SH SOLE 0 223,420 0 15,654
First Solar Common Stock 336433107 838,026 3,208 SH SOLE 0 0 0 3,208
Floor & Decor Holdings, Inc. Class Common Stock 339750101 554,585 9,108 SH SOLE 0 0 0 9,108
Fortinet Inc. Common Stock 34959E109 1,081,961 13,625 SH SOLE 0 12,170 0 1,455
Fortune Brands Innovations Common Stock 34964C106 222,088 4,440 SH SOLE 0 0 0 4,440
Gartner Common Stock 366651107 345,876 1,371 SH SOLE 0 25 0 1,346
GE Vernova Inc Common Stock 36828A101 400,638 613 SH SOLE 0 0 0 613
Genuine Parts Common Stock 372460105 47,217,870 384,010 SH SOLE 0 382,210 0 1,800
GlaxoSmithKline ADS ADR 37733W204 1,430,104 29,162 SH SOLE 0 22,000 0 7,162
Home Depot Common Stock 437076102 22,238,150 64,627 SH SOLE 0 61,500 0 3,127
Illinois Tool Works Common Stock 452308109 75,476,911 306,443 SH SOLE 0 300,163 0 6,280
Infosys ADS ADR 456788108 3,742,200 210,000 SH SOLE 0 210,000 0 0
International Business Machines Common Stock 459200101 579,387 1,956 SH SOLE 0 0 0 1,956
International Seaways, Inc. Common Stock Y41053102 262,267 5,402 SH SOLE 0 0 0 5,402
Intuit Common Stock 461202103 5,441,780 8,215 SH SOLE 0 56 0 8,159
Intuitive Surgical Common Stock 46120E602 443,460 783 SH SOLE 0 0 0 783
Itron Common Stock 465741106 649,277 6,992 SH SOLE 0 0 0 6,992
Jabil Inc Common Stock 466313103 6,726,590 29,500 SH SOLE 0 28,600 0 900
Johnson & Johnson Common Stock 478160104 37,437,669 180,902 SH SOLE 0 165,093 0 15,809
Johnson Controls International Common Stock G51502105 315,145,236 2,631,693 SH SOLE 0 2,588,443 0 43,250
JP Morgan Chase Common Stock 46625H100 1,247,958 3,873 SH SOLE 0 2,200 0 1,673
Kenvue Inc Common Stock 49177J102 28,926,301 1,676,887 SH SOLE 0 1,675,900 0 987
Kimberly-Clark Common Stock 494368103 30,379,694 301,117 SH SOLE 0 300,167 0 950
Limbach Holdings, Inc Common Stock 53263P105 400,538 5,145 SH SOLE 0 0 0 5,145
Lincoln Electric Holdings Common Stock 533900106 64,457,169 268,975 SH SOLE 0 268,975 0 0
Linde Common Stock G54950103 60,428,417 141,721 SH SOLE 0 135,506 0 6,215
Lowe's Common Stock 548661107 101,135,510 419,371 SH SOLE 0 401,310 0 18,061
Mastercard, Class A Common Stock 57636Q104 3,185,510 5,580 SH SOLE 0 5,051 0 529
Matrix Service Company Common Stock 576853105 205,990 17,606 SH SOLE 0 0 0 17,606
Merck & Co Common Stock 58933Y105 14,844,397 141,026 SH SOLE 0 123,076 0 17,950
Meta Platforms Inc Cl A Common Stock 30303M102 3,175,693 4,811 SH SOLE 0 3,775 0 1,036
Micron Technology Common Stock 595112103 276,277 968 SH SOLE 0 280 0 688
Microsoft Common Stock 594918104 514,300,610 1,063,439 SH SOLE 0 1,030,812 0 32,627
Mid-America Apartment Communities Common Stock 59522J103 520,912 3,750 SH SOLE 0 0 0 3,750
Monolithic Power Systems Common Stock 609839105 6,146,027 6,781 SH SOLE 0 6,100 0 681
Monster Beverage Common Stock 61174X109 2,190,845 28,575 SH SOLE 0 27,900 0 675
Moody's Common Stock 615369105 2,231,393 4,368 SH SOLE 0 0 0 4,368
Motorola Solutions Common Stock 620076307 2,715,822 7,085 SH SOLE 0 6,900 0 185
NextEra Energy Common Stock 65339F101 1,769,532 22,042 SH SOLE 0 17,302 0 4,740
NICE Systems ADR ADR 653656108 2,135,552 18,892 SH SOLE 0 17,945 0 947
Nike, Class B Common Stock 654106103 19,159,508 300,730 SH SOLE 0 300,000 0 730
Norfolk Southern Common Stock 655844108 1,114,459 3,860 SH SOLE 0 0 0 3,860
Northern Trust Common Stock 665859104 227,696 1,667 SH SOLE 0 0 0 1,667
Novartis ADS ADR 66987V109 43,106,710 312,662 SH SOLE 0 298,064 0 14,598
Novo Nordisk ADS ADR 670100205 105,454,855 2,072,619 SH SOLE 0 2,017,547 0 55,072
nVent Electric plc Common Stock G6700G107 544,520 5,340 SH SOLE 0 0 0 5,340
NVIDIA Common Stock 67066G104 415,820,027 2,229,598 SH SOLE 0 2,149,155 0 80,443
NXP Semiconductors Common Stock N6596X109 624,916 2,879 SH SOLE 0 0 0 2,879
O'Reilly Automotive Common Stock 67103H107 5,130,563 56,250 SH SOLE 0 21,900 0 34,350
Oracle Common Stock 68389X105 183,941,245 943,724 SH SOLE 0 917,825 0 25,899
Palo Alto Networks Inc. Common Stock 697435105 475,973 2,584 SH SOLE 0 0 0 2,584
Phillips 66 Common Stock 718546104 725,721 5,624 SH SOLE 0 1,100 0 4,524
Potlatch Common Stock 737630103 307,897 7,740 SH SOLE 0 0 0 7,740
Procter & Gamble Common Stock 742718109 2,356,589 16,444 SH SOLE 0 1,524 0 14,920
Prologis Inc Common Stock 74340W103 1,584,260 12,410 SH SOLE 0 0 0 12,410
Public Storage International Common Stock 74460D109 1,780,949 6,863 SH SOLE 0 0 0 6,863
Qualcomm Common Stock 747525103 8,178,072 47,811 SH SOLE 0 29,000 0 18,811
Quanta Services Common Stock 74762E102 3,017,729 7,150 SH SOLE 0 5,000 0 2,150
Quimica y Minera Chile ADS ADR 833635105 7,612,101 110,641 SH SOLE 0 110,000 0 641
Raytheon Technologies Common Stock 75513E101 223,565 1,219 SH SOLE 0 0 0 1,219
Republic Services Common Stock 760759100 2,716,731 12,819 SH SOLE 0 4,200 0 8,619
Rio Tinto ADS ADR 767204100 8,517,513 106,429 SH SOLE 0 100,825 0 5,604
Rockwell Automation Common Stock 773903109 117,289,820 301,462 SH SOLE 0 300,162 0 1,300
Ross Stores Common Stock 778296103 1,519,301 8,434 SH SOLE 0 1,750 0 6,684
Salesforce Inc. Common Stock 79466L302 1,506,278 5,686 SH SOLE 0 0 0 5,686
SAP ADS ADR 803054204 5,373,443 22,121 SH SOLE 0 16,855 0 5,266
Seagate Technology Holdings PLC Common Stock G7997R103 223,341 811 SH SOLE 0 0 0 811
ServiceNow Common Stock 81762P102 145,250,928 948,175 SH SOLE 0 937,930 0 10,245
SITIME CORP COM Common Stock 82982T106 356,722 1,010 SH SOLE 0 0 0 1,010
SK Telecom ADR ADR 78440P306 225,830 11,000 SH SOLE 0 11,000 0 0
Smith & Nephew plc ADS ADR 83175M205 366,750 11,178 SH SOLE 0 668 0 10,510
Sony ADS ADR 835699307 512,000 20,000 SH SOLE 0 20,000 0 0
Southern Copper Common Stock 84265V105 6,203,499 43,239 SH SOLE 0 43,239 0 0
Stryker Common Stock 863667101 111,480,660 317,184 SH SOLE 0 304,060 0 13,124
Taiwan Semiconductor ADS ADR 874039100 620,271,702 2,041,106 SH SOLE 0 1,995,048 0 46,058
TE Connectivity Common Stock G87052109 2,751,733 12,095 SH SOLE 0 3,200 0 8,895
Telekomunikasi Indonesia ADS ADR 715684106 2,526,000 120,000 SH SOLE 0 120,000 0 0
Teradyne Common Stock 880770102 1,101,356 5,690 SH SOLE 0 0 0 5,690
Texas Instruments Common Stock 882508104 44,650,254 257,365 SH SOLE 0 250,138 0 7,227
The Magnum Ice Cream Co BV Common Stock N5505D105 1,926,518 121,551 SH SOLE 0 117,213 0 4,338
TJX Companies Common Stock 872540109 188,717,412 1,228,549 SH SOLE 0 1,174,826 0 53,723
Toronto-Dominion Bank Common Stock 891160509 268,470 2,850 SH SOLE 0 0 0 2,850
Tractor Supply Common Stock 892356106 716,643 14,330 SH SOLE 0 0 0 14,330
Trane Common Stock G8994E103 156,718,385 402,668 SH SOLE 0 398,228 0 4,440
Trimble Common Stock 896239100 132,262,243 1,688,095 SH SOLE 0 1,665,329 0 22,766
Tyler Technologies Common Stock 902252105 1,154,394 2,543 SH SOLE 0 0 0 2,543
Unilever ADS ADR 904767803 37,640,512 575,543 SH SOLE 0 528,948 0 46,595
United Parcel Service, Cl B Common Stock 911312106 30,277,252 305,245 SH SOLE 0 300,170 0 5,075
Virtu Financial Common Stock 928254101 249,900 7,500 SH SOLE 0 7,500 0 0
Visa Common Stock 92826C839 480,122 1,369 SH SOLE 0 900 0 469
W.W. Grainger Common Stock 384802104 82,736,046 81,994 SH SOLE 0 80,044 0 1,950
Waste Management Common Stock 94106L109 35,951,367 163,631 SH SOLE 0 160,115 0 3,516
Wells Fargo Common Stock 949746101 238,406 2,558 SH SOLE 0 0 0 2,558
Welltower Common Stock 95040Q104 1,180,479 6,360 SH SOLE 0 0 0 6,360
Weyerhaeuser Common Stock 962166104 260,353 10,990 SH SOLE 0 0 0 10,990
Zscaler Common Stock 98980G102 327,933 1,458 SH SOLE 0 0 0 1,458