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
TENCENT HLDGS LTD F UNSPONSORE ADR 88032q109 201,332 3,646 SH SOLE 0 0 3,646
3M CO COM 88579y101 1,347,739 8,324 SH SOLE 0 0 8,324
AECOM COM 00766t100 28,944,323 414,675 SH SOLE 36,994 0 377,681
ALPHABET INC CLASS A COM 02079k305 667,930 1,869 SH SOLE 113 0 1,756
AMAZON.COM INC COM 023135106 38,529,663 161,658 SH SOLE 12,330 0 149,328
AMERICAN EXPRESS CO COM 025816109 7,115,427 21,036 SH SOLE 107 0 20,929
AMPHENOL CORP NEW CLASS A COM 032095101 58,238,100 330,298 SH SOLE 27,273 0 303,025
APPLE INC COM 037833100 13,350,203 46,137 SH SOLE 142 0 45,995
ARISTA NETWORKS INC COM 040413205 38,263,431 225,238 SH SOLE 19,755 0 205,483
AT&T INC COM 00206r102 337,824 16,320 SH SOLE 0 0 16,320
AUTOMATIC DATA PROCESSIN COM 053015103 380,491 1,699 SH SOLE 0 0 1,699
AVANTIS US EQUITY ETF COM 025072885 462,545 3,611 SH SOLE 0 0 3,611
BADGER METER INC COM 056525108 29,918,156 201,632 SH SOLE 17,710 0 183,922
BERKSHIRE HATHAWAY CLASS B COM 084670702 744,580 1,488 SH SOLE 31 0 1,457
BLACKROCK INC NEW COM 09290d101 5,796,284 6,028 SH SOLE 32 0 5,996
BROADCOM INC COM 11135f101 38,170,853 101,048 SH SOLE 6,302 0 94,746
CATERPILLAR INC COM 149123101 14,527,366 13,642 SH SOLE 57 0 13,585
CHARLES SCHWAB CORP COM 808513105 43,801,044 474,705 SH SOLE 40,464 0 434,241
CHEVRON CORP NEW COM 166764100 5,409,163 32,632 SH SOLE 134 0 32,498
CME GROUP INC CLASS CLASS A COM 12572q105 4,413,508 19,986 SH SOLE 118 0 19,868
COLGATE PALMOLIVE CO COM 194162103 733,440 8,000 SH SOLE 0 0 8,000
CRANE CO COM 224408104 40,753,177 182,692 SH SOLE 16,196 0 166,496
D R HORTON INC COM 23331a109 208,324 1,279 SH SOLE 0 0 1,279
DOW INC COM 260557103 647,228 23,656 SH SOLE 0 0 23,656
EDWARDS LIFESCIENCES COR COM 28176e108 1,431,258 15,822 SH SOLE 0 0 15,822
EXTRA SPACE STORAGE INC REIT COM 30225t102 346,976 2,388 SH SOLE 0 0 2,388
EXXONMOBIL HLDGS CORP COM 30233q108 626,451 4,582 SH SOLE 0 0 4,582
F/M US TREASURY 3 MONTH BILL F COM 74933w452 1,705,760 34,211 SH SOLE 825 0 33,386
FEDERAL SIGNAL CORP COM 313855108 40,786,241 317,427 SH SOLE 28,018 0 289,409
FIDELITY FUNDAMENTAL LARGE CAP COM 316092360 4,521,932 76,760 SH SOLE 2,329 0 74,431
FORGENT PWR SOLUTION CLASS A COM 34631f102 39,653,897 709,880 SH SOLE 61,472 0 648,408
GAIN THERAPEUTICS INC COM 36269b105 31,262 15,400 SH SOLE 15,400 0 0
GE AEROSPACE COM 369604301 52,952,876 141,688 SH SOLE 12,672 0 129,016
GENERAL MILLS INC COM 370334104 650,203 18,684 SH SOLE 0 0 18,684
GOLDMAN SACHS GROUP INC COM 38141g104 6,835,850 6,759 SH SOLE 42 0 6,717
GUIDEWIRE SOFTWARE INC COM 40171v100 39,088,974 317,667 SH SOLE 27,916 0 289,751
HOME DEPOT INC COM 437076102 4,743,193 13,449 SH SOLE 87 0 13,362
HONEYWELL AEROSPACE INC COM 43849r105 216,216 978 SH SOLE 0 0 978
IBM CORP COM 459200101 211,751 753 SH SOLE 0 0 753
IDEX CORP COM 45167r104 659,744 2,907 SH SOLE 0 0 2,907
INTUITIVE SURGICAL INC COM 46120e602 32,147,946 80,839 SH SOLE 7,025 0 73,814
ISHARES 0-3 MONTH TREASURY BON COM 46436e718 13,647,889 135,571 SH SOLE 25 0 135,546
ISHARES 1-5 YEAR INVESTMENT GR COM 464288646 669,014 12,765 SH SOLE 153 0 12,612
ISHARES 5-10 YEAR INVESTMENT G COM 464288638 395,590 7,440 SH SOLE 0 0 7,440
ISHARES CORE MSCI EAFE ETF COM 46432f842 1,463,909 15,157 SH SOLE 1,035 0 14,122
ISHARES CORE S&P 500 ETF COM 464287200 11,545,938 15,417 SH SOLE 633 0 14,784
ISHARES CORE S&P MID-CAP ETF COM 464287507 3,015,019 39,100 SH SOLE 2,174 0 36,926
ISHARES CORE U.S. AGGREGATE BO COM 464287226 1,533,924 15,497 SH SOLE 122 0 15,375
ISHARES RUSSELL 2000 ETF COM 464287655 341,981 1,138 SH SOLE 0 0 1,138
ISHARES S&P 500 GROWTH ETF COM 464287309 3,017,135 21,938 SH SOLE 1,182 0 20,756
JOHNSON & JOHNSON COM 478160104 6,517,320 25,662 SH SOLE 127 0 25,535
JOHNSON CONTROLS INT F COM g51502105 8,626,188 59,039 SH SOLE 259 0 58,780
JPMORGAN CHASE & CO COM 46625h100 9,759,999 29,817 SH SOLE 154 0 29,663
LABCORP HLDGS INC COM 504922105 672,000 2,400 SH SOLE 0 0 2,400
LAKE SHORE BANCORP INC M COM 510704109 324,470 18,218 SH SOLE 0 0 18,218
LINDE PLC F COM g54950103 39,740,833 76,581 SH SOLE 5,795 0 70,786
LVMH MOET HENNESSY LOU F SPONS COM 502441306 260,905 2,359 SH SOLE 0 0 2,359
M&T BK CORP COM 55261f104 382,720 1,608 SH SOLE 0 0 1,608
MCDONALDS CORP COM 580135101 4,528,503 16,753 SH SOLE 101 0 16,652
MERCK & CO. INC. COM 58933y105 5,661,646 44,059 SH SOLE 203 0 43,856
MICROSOFT CORP COM 594918104 42,540,841 114,044 SH SOLE 7,858 0 106,187
MONDELEZ INTL INC CLASS CLASS COM 609207105 338,942 5,860 SH SOLE 0 0 5,860
NEVGOLD CORP NEW F COM 641536107 14,900 10,000 SH SOLE 0 0 10,000
NORTHERN DYNASTY MINER F COM 66510m204 19,452 10,131 SH SOLE 0 0 10,131
NVIDIA CORP COM 67066g104 418,007 2,089 SH SOLE 60 0 2,029
PALO ALTO NETWORKS INC COM 697435105 48,198,288 141,336 SH SOLE 12,068 0 129,268
PARKER-HANNIFIN CORP COM 701094104 280,720 287 SH SOLE 0 0 287
PAYCHEX INC COM 704326107 3,265,539 33,210 SH SOLE 204 0 33,006
PROCTER & GAMBLE CO COM 742718109 6,417,480 43,763 SH SOLE 205 0 43,558
PUTNAM FOCUSED LARGE CAP VALUE COM 746729300 5,261,912 103,276 SH SOLE 2,685 0 100,591
QUALCOMM INC COM 747525103 5,041,256 27,281 SH SOLE 174 0 27,107
SALESFORCE INC COM 79466l302 938,707 5,992 SH SOLE 0 0 5,992
SERVICENOW INC COM 81762p102 41,581,312 418,829 SH SOLE 36,791 0 382,037
SPDR GOLD SHARES COM 78463v107 428,794 1,164 SH SOLE 0 0 1,164
SPX TECHNOLOGIES INC COM 78473e103 39,810,239 162,378 SH SOLE 14,124 0 148,254
STATE STREET SPDR BLOOMBERG 1- COM 78468r663 100,199,489 1,093,403 SH SOLE 6,920 0 1,086,484
STRYKER CORP COM 863667101 49,535,571 157,336 SH SOLE 13,974 0 143,362
SYSCO CORP COM 871829107 1,343,465 16,074 SH SOLE 0 0 16,074
TERADYNE INC COM 880770102 286,917 593 SH SOLE 0 0 593
TEXAS INSTRS INC COM 882508104 51,259,620 171,972 SH SOLE 13,125 0 158,847
THE COCA-COLA CO COM 191216100 5,530,789 68,054 SH SOLE 348 0 67,706
TRANE TECHNOLOGIES PLC F COM g8994e103 38,577,447 78,544 SH SOLE 6,716 0 71,828
TRAVELERS COS INC COM 89417e109 231,084 700 SH SOLE 0 0 700
TRUIST FINL CORP COM 89832q109 240,033 4,818 SH SOLE 0 0 4,818
UBER TECHNOLOGIES INC COM 90353t100 38,023,507 526,933 SH SOLE 46,881 0 480,052
UNITED RENTALS INC COM 911363109 512,066 452 SH SOLE 0 0 452
UNITEDHEALTH GROUP INC COM 91324p102 4,677,084 11,253 SH SOLE 91 0 11,162
US BANCORP DEL COM 902973304 7,557,973 125,132 SH SOLE 565 0 124,567
VANGUARD FTSE ALL-WORLD EX-US COM 922042775 4,217,231 50,355 SH SOLE 2,951 0 47,404
VANGUARD FTSE DEVELOPED MARKET COM 921943858 243,034 3,411 SH SOLE 0 0 3,411
VANGUARD LONG-TERM CORPORATE B COM 92206c813 310,782 4,130 SH SOLE 0 0 4,130
VANGUARD MORNINGSTAR SMALL-CAP COM 922908751 758,406 2,502 SH SOLE 61 0 2,441
VANGUARD NEW YORK TAX-EXEMPT B COM 92204h400 359,912 3,461 SH SOLE 0 0 3,461
VANGUARD S&P 500 ETF COM 922908363 3,411,826 4,968 SH SOLE 36 0 4,931
VERIZON COMMUNICATIONS I COM 92343v104 3,206,020 75,721 SH SOLE 521 0 75,200
VISA INC CLASS A COM 92826c839 6,431,565 18,746 SH SOLE 109 0 18,637
WASTE MGMT INC DEL COM 94106l109 5,710,854 25,623 SH SOLE 130 0 25,493
ZIMMER BIOMET HLDGS INC COM 98956p102 1,205,174 13,999 SH SOLE 0 0 13,999