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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM 88579Y101   387,174 2,495 SH   SOLE   2,495 0 0
ABBOTT LABORATORIES COM 002824100   361,906 2,702 SH   SOLE   2,702 0 0
ABBVIE INC COM 00287Y109   2,764,588 11,940 SH   SOLE   11,940 0 0
ACCENTURE LTD (IL) COM G1151C101   265,342 1,076 SH   SOLE   1,076 0 0
AGILENT TECHNOLOGIES COM 00846U101   205,360 1,600 SH   SOLE   1,600 0 0
ALPHABET INC CLASS A COM 02079K305   2,477,918 10,193 SH   SOLE   10,193 0 0
ALPHABET INC CLASS C COM 02079K107   9,690,367 39,788 SH   SOLE   39,788 0 0
AMAZON.COM INC COM 023135106   51,406,168 234,122 SH   SOLE   234,122 0 0
AMER SPORTS INC COM G0260P102   372,520 10,720 SH   SOLE   10,720 0 0
AMERICAN EXPRESS COM 025816109   108,589,415 326,919 SH   SOLE   326,919 0 0
AMERICAN WATER WORKS COM 030420103   2,029,112 14,578 SH   SOLE   14,578 0 0
AON PLC COM 037389103   369,060 1,035 SH   SOLE   1,035 0 0
APPLE INC COM 037833100   127,948,010 502,486 SH   SOLE   502,486 0 0
ARISTA NETWORKS INC COM SHS COM 040413205   47,355,750 325,000 SH   SOLE   325,000 0 0
ASML HOLDING (NE) COM N07059210   43,525,326 44,960 SH   SOLE   44,960 0 0
ATI INC COM 01741R102   108,118,755 1,329,220 SH   SOLE   1,329,220 0 0
AUTODESK INC COM COM 052769106   317,670 1,000 SH   SOLE   1,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103   57,511,912 195,952 SH   SOLE   195,952 0 0
AVERY DENNISON COM 053611109   5,392,801 33,254 SH   SOLE   33,254 0 0
BADGER METER INC COM 056525108   10,531,755 58,975 SH   SOLE   58,975 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107   922,362 14,267 SH   SOLE   14,267 0 0
BLACKSTONE INC COM 09260D107   74,201,180 434,306 SH   SOLE   434,306 0 0
BOEING COM 097023105   55,848,171 258,760 SH   SOLE   258,760 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107   4,083,375 41,825 SH   SOLE   41,825 0 0
BROOKFIELD INFRASTRUCTURE CORP COM 11275Q107   202,598 4,927 SH   SOLE   4,927 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101   24,273,576 738,023 SH   SOLE   738,023 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11285B108   1,306,411 37,955 SH   SOLE   37,955 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108   20,134,382 780,705 SH   SOLE   780,705 0 0
CAMECO (CA) COM 13321L108   48,175,473 574,475 SH   SOLE   574,475 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102   3,017,223 31,996 SH   SOLE   31,996 0 0
CANADIAN NATURAL RESOURCES ADR COM 136385101   3,692,978 115,550 SH   SOLE   115,550 0 0
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   3,073,234 41,257 SH   SOLE   41,257 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105   462,149 2,174 SH   SOLE   2,174 0 0
CARPENTER TECHNOLOGY COM COM 144285103   39,286,400 160,000 SH   SOLE   160,000 0 0
CATERPILLAR COM 149123101   2,883,895 6,044 SH   SOLE   6,044 0 0
CHARLES SCHWAB CORP COM 808513105   60,830,715 637,171 SH   SOLE   637,171 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104   1,127,659 5,450 SH   SOLE   5,450 0 0
CHEVRON COM 166764100   1,132,530 7,293 SH   SOLE   7,293 0 0
CHUBB LTD (SZ) COM H1467J104   2,397,714 8,495 SH   SOLE   8,495 0 0
CHURCH AND DWIGHT COM 171340102   14,041,744 160,239 SH   SOLE   160,239 0 0
CISCO SYSTEMS COM 17275R102   2,914,008 42,590 SH   SOLE   42,590 0 0
CITIGROUP INC COM 172967101   326,830 3,220 SH   SOLE   3,220 0 0
COCA-COLA COM 191216100   1,668,081 25,152 SH   SOLE   25,152 0 0
COLGATE PALMOLIVE COM 194162103   3,416,396 42,737 SH   SOLE   42,737 0 0
CORNING COM 219350105   121,581,503 1,482,159 SH   SOLE   1,482,159 0 0
COSTCO WHOLESALE COM 22160K105   109,484,442 118,281 SH   SOLE   118,281 0 0
CROWN CASTLE INT'L COM 22822V101   219,032 2,270 SH   SOLE   2,270 0 0
CUMMINS INC COM 231021106   1,013,688 2,400 SH   SOLE   2,400 0 0
DEERE & CO COM 244199105   67,069,525 146,677 SH   SOLE   146,677 0 0
DUKE ENERGY CORP NEW COM 26441C204   685,946 5,543 SH   SOLE   5,543 0 0
DUPONT DE NEMOURS COM 26614N102   350,550 4,500 SH   SOLE   4,500 0 0
EATON CORP (IL) COM G29183103   73,270,665 195,780 SH   SOLE   195,780 0 0
ELANCO ANIMAL HEALTH COM 28414H103   47,626,468 2,364,770 SH   SOLE   2,364,770 0 0
EMERSON ELECTRIC COM 291011104   3,173,900 24,195 SH   SOLE   24,195 0 0
ENERGY TRANSFER LP COM 29273v100   16,731,000 975,000 SH   SOLE   975,000 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107   31,832,860 1,018,000 SH   SOLE   1,018,000 0 0
EQUIFAX COM 294429105   637,734 2,486 SH   SOLE   2,486 0 0
EQUINIX COM 29444U700   31,329,600 40,000 SH   SOLE   40,000 0 0
EXXON MOBIL COM 30231g102   372,639 3,305 SH   SOLE   3,305 0 0
FAIR ISAAC CORP COM 303250104   44,895,900 30,000 SH   SOLE   30,000 0 0
FEDEX CORPORATION COM 31428X106   782,889 3,320 SH   SOLE   3,320 0 0
GARMIN LTD (SZ) COM H2906T109   52,551,966 213,435 SH   SOLE   213,435 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107   1,371,701 18,265 SH   SOLE   18,265 0 0
GE VERNOVA INC COM 36828A101   111,593,897 181,483 SH   SOLE   181,483 0 0
GENERAC HOLDINGS COM 368736104   421,848 2,520 SH   SOLE   2,520 0 0
HAWKINS INC COM COM 420261109   56,126,102 307,170 SH   SOLE   307,170 0 0
HOME DEPOT COM 437076102   85,699,306 211,504 SH   SOLE   211,504 0 0
HONEYWELL INT'L COM 438516106   10,531,525 50,031 SH   SOLE   50,031 0 0
IBM COM 459200101   7,206,366 25,540 SH   SOLE   25,540 0 0
ILLINOIS TOOL WORKS COM 452308109   208,608 800 SH   SOLE   800 0 0
INGERSOLL RAND (IL) COM 45687V106   218,613 2,646 SH   SOLE   2,646 0 0
INT'L PAPER COM 460146103   898,768 19,370 SH   SOLE   19,370 0 0
INTUITIVE SURGICAL COM 46120E602   78,046,107 174,510 SH   SOLE   174,510 0 0
JOHNSON & JOHNSON COM 478160104   7,156,099 38,594 SH   SOLE   38,594 0 0
JPMORGAN CHASE COM 46625H100   87,476,309 277,324 SH   SOLE   277,324 0 0
KIMBERLY-CLARK COM 494368103   1,865,100 15,000 SH   SOLE   15,000 0 0
KINDER MORGAN COM 49456B101   596,633 21,075 SH   SOLE   21,075 0 0
KKR & CO INC COM 48251W104   7,196,631 55,380 SH   SOLE   55,380 0 0
L3HARRIS COM 502431109   4,590,312 15,030 SH   SOLE   15,030 0 0
LAM RESEARCH CORP COM 512807306   354,835 2,650 SH   SOLE   2,650 0 0
LILLY ELI & COMPANY COM 532457108   89,507,530 117,310 SH   SOLE   117,310 0 0
LOCKHEED MARTIN COM 539830109   3,927,784 7,868 SH   SOLE   7,868 0 0
LOWE'S COMPANIES COM 548661107   774,789 3,083 SH   SOLE   3,083 0 0
MARRIOTT INT'L COM 571903202   2,978,913 11,438 SH   SOLE   11,438 0 0
MARSH & MCLENNAN COM 571748102   2,450,806 12,161 SH   SOLE   12,161 0 0
MASTERCARD INC CL A COM 57636Q104   14,644,013 25,745 SH   SOLE   25,745 0 0
MCCORMICK & CO COM 579780206   4,445,500 66,440 SH   SOLE   66,440 0 0
MCDONALD'S COM 580135101   2,375,508 7,817 SH   SOLE   7,817 0 0
MEDTRONIC PLC (IL) COM G5960L103   1,267,073 13,304 SH   SOLE   13,304 0 0
META PLATFORMS COM 30303M102   13,604,389 18,525 SH   SOLE   18,525 0 0
MICROSOFT COM 594918104   123,021,412 237,516 SH   SOLE   237,516 0 0
MITSUBISHI ELEC CORP (JP) COM 606776201   25,630,000 500,000 SH   SOLE   500,000 0 0
MONDELEZ INTERNATIONAL COM 609207105   277,679 4,445 SH   SOLE   4,445 0 0
MOTOROLA SOLUTIONS COM 620076307   77,069,370 168,535 SH   SOLE   168,535 0 0
NATIONAL HEALTH INVESTORS INC COM 63633D104   20,670,000 260,000 SH   SOLE   260,000 0 0
NETFLIX INC COM 64110L106   103,464,398 86,298 SH   SOLE   86,298 0 0
NEWMONT CORP COM 651639106   311,947 3,700 SH   SOLE   3,700 0 0
NEXTERA ENERGY COM 65339F101   3,296,195 43,664 SH   SOLE   43,664 0 0
NICE SYS LTD COM 653656108   202,692 1,400 SH   SOLE   1,400 0 0
NORDSON CORP COM 655663102   539,914 2,379 SH   SOLE   2,379 0 0
NORFOLK SOUTHERN COM 655844108   488,166 1,625 SH   SOLE   1,625 0 0
NVIDIA CORP COM COM 67066G104   149,268,664 800,025 SH   SOLE   800,025 0 0
ORACLE CORP COM COM 68389X105   5,067,382 18,018 SH   SOLE   18,018 0 0
PALO ALTO NETWORKS COM 697435105   103,343,462 507,531 SH   SOLE   507,531 0 0
PARKER-HANNIFIN COM 701094104   76,015,910 100,265 SH   SOLE   100,265 0 0
PEPSICO COM 713448108   3,931,337 27,993 SH   SOLE   27,993 0 0
PFIZER COM 717081103   1,130,904 44,384 SH   SOLE   44,384 0 0
PNC FINL SVCS GROUP COM 693475105   246,742 1,228 SH   SOLE   1,228 0 0
PROCTER & GAMBLE COM 742718109   53,061,184 345,338 SH   SOLE   345,338 0 0
PROLOGIS COM 74340W103   33,115,748 289,170 SH   SOLE   289,170 0 0
REPUBLIC SVCS COM 760759100   58,680,331 255,710 SH   SOLE   255,710 0 0
ROCHE HOLDING AG (SZ) COM 771195104   399,285 9,550 SH   SOLE   9,550 0 0
ROCKWELL AUTOMATION COM 773903109   2,354,085 6,735 SH   SOLE   6,735 0 0
ROLLS ROYCE HOLDINGS ADR (GB) COM 775781206   70,006,356 4,321,380 SH   SOLE   4,321,380 0 0
RTX CORP COM 75513E101   879,821 5,258 SH   SOLE   5,258 0 0
S & P GLOBAL COM 78409V104   74,968,915 154,032 SH   SOLE   154,032 0 0
SERVICE NOW INC COM 81762p102   2,705,623 2,940 SH   SOLE   2,940 0 0
SIGNET JEWELERS (BM) COM G81276100   47,836,743 498,715 SH   SOLE   498,715 0 0
SNAP-ON COM 833034101   648,011 1,870 SH   SOLE   1,870 0 0
SONY CORP (JP) COM 835699307   307,909 10,695 SH   SOLE   10,695 0 0
STATE STREET COM 857477103   700,468 6,038 SH   SOLE   6,038 0 0
SUBURBAN PROPANE PARTNERS LP COM 864482104   18,948,400 1,016,000 SH   SOLE   1,016,000 0 0
SUNOCO LP COM 86765K109   30,006,000 600,000 SH   SOLE   600,000 0 0
T-MOBILE US INC COM COM 872590104   38,558,133 161,075 SH   SOLE   161,075 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100   918,864 3,290 SH   SOLE   3,290 0 0
TE CONNECTIVITY (SZ) COM G87052109   42,808,350 195,000 SH   SOLE   195,000 0 0
TELEDYNE TECHNOLOGIES COM 879360105   107,552,405 183,524 SH   SOLE   183,524 0 0
TESLA MOTORS INC COM 88160R101   444,720 1,000 SH   SOLE   1,000 0 0
TETRA TECH COM 88162G103   24,615,246 737,425 SH   SOLE   737,425 0 0
TEXAS INSTRUMENTS COM 882508104   53,495,194 291,162 SH   SOLE   291,162 0 0
THERMO FISHER SCIENTIFIC COM 883556102   50,466,331 104,050 SH   SOLE   104,050 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103   2,166,765 5,135 SH   SOLE   5,135 0 0
ULTA BEAUTY INC COM 90384S303   6,011,516 10,995 SH   SOLE   10,995 0 0
UNION PACIFIC COM 907818108   72,264,927 305,728 SH   SOLE   305,728 0 0
UNITED PARCEL SERVICE COM 911312106   702,487 8,410 SH   SOLE   8,410 0 0
VERIZON COMMUNICATIONS COM 92343V104   1,398,665 31,824 SH   SOLE   31,824 0 0
VERTEX PHARMACEUTICALS COM 92532F100   48,733,332 124,434 SH   SOLE   124,434 0 0
VERTIV HOLDINGS COM 92537N108   1,810,320 12,000 SH   SOLE   12,000 0 0
VISA COM 92826C839   73,183,337 214,375 SH   SOLE   214,375 0 0
VULCAN MATERIALS COM 929160109   2,705,210 8,794 SH   SOLE   8,794 0 0
WABTEC COM 929740108   200,470 1,000 SH   SOLE   1,000 0 0
WALMART COM 931142103   5,796,094 56,240 SH   SOLE   56,240 0 0
WALT DISNEY COM 254687106   1,038,515 9,070 SH   SOLE   9,070 0 0
WASTE MANAGEMENT COM 94106L109   5,836,316 26,429 SH   SOLE   26,429 0 0
WELLTOWER COM 95040Q104   61,650,869 346,081 SH   SOLE   346,081 0 0
WEYERHAEUSER COM 962166104   27,994,355 1,129,260 SH   SOLE   1,129,260 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102   69,099,226 617,840 SH   SOLE   617,840 0 0
XYLEM COM 98419M100   51,689,457 350,437 SH   SOLE   350,437 0 0
ZOETIS COM 98978V103   4,160,756 28,436 SH   SOLE   28,436 0 0