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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 1,964 15,500 SH   SOLE   15,500 0 0
AIR PRODS & CHEMS INC COM 9158106 5,164 46,200 SH   SOLE   46,200 0 0
AIRGAS INC COM 9363102 391 3,500 SH   SOLE   3,500 0 0
ALBANY INTL CORP CL A 12348108 1,533 42,660 SH   SOLE   42,660 0 0
APPLE INC COM 37833100 311 554 SH   SOLE   554 0 0
ASHLAND INC NEW COM 44209104 2,741 28,250 SH   SOLE   28,250 0 0
AUTODESK INC COM 52769106 2,683 53,324 SH   SOLE   53,324 0 0
BARD C R INC COM 67383109 4,675 34,900 SH   SOLE   34,900 0 0
BECTON DICKINSON & CO COM 75887109 2,489 22,530 SH   SOLE   22,530 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 2,668 22,500 SH   SOLE   22,500 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,029 26,250 SH   SOLE   26,250 0 0
BROOKFIELD RENEWABLE ENRGY P PARTNERSHIP UNIT G16258108 314 12,000 SH   SOLE   12,000 0 0
CANADIAN NATL RY CO COM 136375102 314 5,500 SH   SOLE   5,500 0 0
CENOVUS ENERGY INC COM 15135U109 2,182 76,164 SH   SOLE   76,164 0 0
CLEAN HARBORS INC COM 184496107 3,302 55,075 SH   SOLE   55,075 0 0
CORE LABORATORIES N V COM N22717107 1,251 6,550 SH   SOLE   6,550 0 0
CORNING INC COM 219350105 2,119 118,932 SH   SOLE   118,932 0 0
DANAHER CORP DEL COM 235851102 2,685 34,780 SH   SOLE   34,780 0 0
DENTSPLY INTL INC NEW COM 249030107 3,510 72,395 SH   SOLE   72,395 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,809 45,392 SH   SOLE   45,392 0 0
DIREXION SHS ETF TR DLY SC BEAR3XNEW 25459Y488 297 17,500 SH   SOLE   17,500 0 0
DIREXION SHS ETF TR DLY S&P 500 BEAR 25459Y371 498 15,000 SH   SOLE   15,000 0 0
DOMINION RES INC VA NEW COM 25746U109 226 3,500 SH   SOLE   3,500 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 3,866 59,500 SH   SOLE   59,500 0 0
ECOLAB INC COM 278865100 2,046 19,625 SH   SOLE   19,625 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,085 16,500 SH   SOLE   16,500 0 0
EMERSON ELEC CO COM 291011104 947 13,500 SH   SOLE   13,500 0 0
EQT CORP COM 26884L109 1,014 11,297 SH   SOLE   11,297 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,132 19,250 SH   SOLE   19,250 0 0
EXXON MOBIL CORP COM 30231G102 846 8,364 SH   SOLE   8,364 0 0
F M C CORP COM NEW 302491303 3,071 40,700 SH   SOLE   40,700 0 0
FIRSTENERGY CORP COM 337932107 552 16,742 SH   SOLE   16,742 0 0
FISERV INC COM 337738108 1,429 24,200 SH   SOLE   24,200 0 0
GENERAL ELECTRIC CO COM 369604103 750 26,755 SH   SOLE   26,755 0 0
HEICO CORP NEW COM 422806109 2,823 48,712 SH   SOLE   48,712 0 0
IHS INC CL A 451734107 3,734 31,195 SH   SOLE   31,195 0 0
ILLINOIS TOOL WKS INC COM 452308109 223 2,650 SH   SOLE   2,650 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 188 1,000 SH   SOLE   1,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,606 53,575 SH   SOLE   53,575 0 0
JOHNSON & JOHNSON COM 478160104 229 2,500 SH   SOLE   2,500 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 522 11,255 SH   SOLE   11,255 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 262 3,250 SH   SOLE   3,250 0 0
KIRBY CORP COM 497266106 2,561 25,800 SH   SOLE   25,800 0 0
LENNOX INTL INC COM 526107107 3,949 46,425 SH   SOLE   46,425 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,902 42,100 SH   SOLE   42,100 0 0
MCDONALDS CORP COM 580135101 243 2,500 SH   SOLE   2,500 0 0
MERCK & CO INC NEW COM 58933Y105 315 6,289 SH   SOLE   6,289 0 0
MICROS SYS INC COM 594901100 2,509 43,725 SH   SOLE   43,725 0 0
MOHAWK INDS INC COM 608190104 4,437 29,800 SH   SOLE   29,800 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 2,069 64,935 SH   SOLE   64,935 0 0
MONSANTO CO NEW COM 61166W101 1,972 16,915 SH   SOLE   16,915 0 0
ONEOK INC NEW COM 682680103 541 9,150 SH   SOLE   9,150 0 0
PALL CORP COM 696429307 2,501 29,300 SH   SOLE   29,300 0 0
PATTERSON COMPANIES INC COM 703395103 1,257 30,500 SH   SOLE   30,500 0 0
PAYCHEX INC COM 704326107 2,323 51,037 SH   SOLE   51,037 0 0
PEPSICO INC COM 713448108 332 4,000 SH   SOLE   4,000 0 0
PERKINELMER INC COM 714046109 1,253 30,400 SH   SOLE   30,400 0 0
PPG INDS INC COM 693506107 190 1,000 SH   SOLE   1,000 0 0
PRAXAIR INC COM 74005P104 650 5,000 SH   SOLE   5,000 0 0
PRECISION CASTPARTS CORP COM 740189105 2,760 10,250 SH   SOLE   10,250 0 0
PROCTER & GAMBLE CO COM 742718109 740 9,160 SH   SOLE   9,160 0 0
PROSHARES TR PSHS ULPROSH NEW 74348A632 301 20,000 SH   SOLE   20,000 0 0
PTC INC COM 69370C100 2,401 67,840 SH   SOLE   67,840 0 0
REGAL BELOIT CORP COM 758750103 3,633 49,275 SH   SOLE   49,275 0 0
ROPER INDS INC NEW COM 776696106 3,010 21,708 SH   SOLE   21,708 0 0
SCHLUMBERGER LTD COM 806857108 4,305 47,774 SH   SOLE   47,774 0 0
SHERWIN WILLIAMS CO COM 824348106 2,580 14,060 SH   SOLE   14,060 0 0
SIGMA ALDRICH CORP COM 826552101 987 10,500 SH   SOLE   10,500 0 0
SOURCE CAP INC COM 836144105 1,020 15,200 SH   SOLE   15,200 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,864 23,100 SH   SOLE   23,100 0 0
TELEFLEX INC COM 879369106 2,613 27,845 SH   SOLE   27,845 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,755 33,720 SH   SOLE   33,720 0 0
TIFFANY & CO NEW COM 886547108 881 9,500 SH   SOLE   9,500 0 0
TORTOISE MLP FD INC COM 89148B101 684 25,000 SH   SOLE   25,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 882 7,750 SH   SOLE   7,750 0 0
VARIAN MED SYS INC COM 92220P105 1,020 13,135 SH   SOLE   13,135 0 0
WOODWARD INC COM 980745103 2,310 50,650 SH   SOLE   50,650 0 0
XYLEM INC COM 98419M100 1,622 46,870 SH   SOLE   46,870 0 0