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 3,150 14,350 SH   SOLE   14,350 0 0
ABBVIE INC COM 00287Y109 383 4,050 SH   SOLE   4,050 0 0
AIR PRODS & CHEMS INC COM 009158106 501 3,150 SH   SOLE   3,150 0 0
AMGEN INC COM 031162100 230 1,350 SH   SOLE   1,350 0 0
APPLE INC COM 037833100 635 3,788 SH   SOLE   3,788 0 0
AUTODESK INC COM 052769106 7,086 56,424 SH   SOLE   56,424 0 0
BECTON DICKINSON & CO COM 075887109 9,115 42,063 SH   SOLE   42,063 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,192 16,000 SH   SOLE   16,000 0 0
BIO TECHNE CORP COM 09073M104 5,638 37,325 SH   SOLE   37,325 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,582 38,000 SH   SOLE   38,000 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 265 8,500 SH   SOLE   8,500 0 0
CANADIAN NATL RY CO COM 136375102 366 5,000 SH   SOLE   5,000 0 0
CERNER CORP COM 156782104 3,103 53,500 SH   SOLE   53,500 0 0
CORNING INC COM 219350105 990 35,502 SH   SOLE   35,502 0 0
DANAHER CORP DEL COM 235851102 3,772 38,530 SH   SOLE   38,530 0 0
DENTSPLY SIRONA INC COM 24906P109 4,328 86,015 SH   SOLE   86,015 0 0
DOMINION ENERGY INC COM 25746U109 236 3,500 SH   SOLE   3,500 0 0
DOWDUPONT INC COM 26078J100 567 8,897 SH   SOLE   8,897 0 0
ECOLAB INC COM 278865100 3,005 21,925 SH   SOLE   21,925 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,550 46,950 SH   SOLE   46,950 0 0
EMERSON ELEC CO COM 291011104 6,116 89,550 SH   SOLE   89,550 0 0
EPAM SYS INC COM 29414B104 3,865 33,750 SH   SOLE   33,750 0 0
EQT CORP COM 26884L109 297 6,244 SH   SOLE   6,244 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,157 19,600 SH   SOLE   19,600 0 0
EXXON MOBIL CORP COM 30231G102 342 4,578 SH   SOLE   4,578 0 0
FISERV INC COM 337738108 3,474 48,720 SH   SOLE   48,720 0 0
FORTIVE CORP COM 34959J108 1,305 16,839 SH   SOLE   16,839 0 0
GARTNER INC COM 366651107 5,040 42,850 SH   SOLE   42,850 0 0
GENERAL ELECTRIC CO COM 369604103 2,545 188,855 SH   SOLE   188,855 0 0
HEICO CORP NEW COM 422806109 5,691 65,558 SH   SOLE   65,558 0 0
IHS MARKIT LTD SHS G47567105 6,608 136,979 SH   SOLE   136,979 0 0
ILLINOIS TOOL WKS INC COM 452308109 384 2,450 SH   SOLE   2,450 0 0
INTEL CORP COM 458140100 268 5,160 SH   SOLE   5,160 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 5,360 39,150 SH   SOLE   39,150 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 372 900 SH   SOLE   900 0 0
JOHNSON & JOHNSON COM 478160104 352 2,750 SH   SOLE   2,750 0 0
KIRBY CORP COM 497266106 1,147 14,900 SH   SOLE   14,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,443 21,287 SH   SOLE   21,287 0 0
LENNOX INTL INC COM 526107107 4,445 21,750 SH   SOLE   21,750 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,487 42,175 SH   SOLE   42,175 0 0
MCDONALDS CORP COM 580135101 352 2,250 SH   SOLE   2,250 0 0
MERCK & CO INC COM 58933Y105 324 5,939 SH   SOLE   5,939 0 0
MINERALS TECHNOLOGIES INC COM 603158106 2,204 32,925 SH   SOLE   32,925 0 0
MOHAWK INDS INC COM 608190104 5,968 25,700 SH   SOLE   25,700 0 0
MONSANTO CO NEW COM 61166W101 2,017 17,287 SH   SOLE   17,287 0 0
ONEOK INC NEW COM 682680103 325 5,700 SH   SOLE   5,700 0 0
PATTERSON COMPANIES INC COM 703395103 1,084 48,750 SH   SOLE   48,750 0 0
PAYCHEX INC COM 704326107 4,063 65,962 SH   SOLE   65,962 0 0
PERKINELMER INC COM 714046109 3,320 43,850 SH   SOLE   43,850 0 0
PPG INDS INC COM 693506107 726 9,160 SH   SOLE   9,160 0 0
PRAXAIR INC COM 74005P104 6,331 43,875 SH   SOLE   43,875 0 0
PTC INC COM 69370C100 4,302 55,150 SH   SOLE   55,150 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,712 23,913 SH   SOLE   23,913 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 245 3,837 SH   SOLE   3,837 0 0
SCHEIN HENRY INC COM 806407102 3,065 45,610 SH   SOLE   45,610 0 0
SCHLUMBERGER LTD COM 806857108 1,533 23,675 SH   SOLE   23,675 0 0
SHERWIN WILLIAMS CO COM 824348106 3,217 8,205 SH   SOLE   8,205 0 0
SOURCE CAP INC COM 836144105 204 5,102 SH   SOLE   5,102 0 0
TELEFLEX INC COM 879369106 5,130 20,120 SH   SOLE   20,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,980 24,120 SH   SOLE   24,120 0 0
TRIMBLE INC COM 896239100 3,230 90,020 SH   SOLE   90,020 0 0
UNITED TECHNOLOGIES CORP COM 913017109 849 6,750 SH   SOLE   6,750 0 0
VARIAN MED SYS INC COM 92220P105 998 8,135 SH   SOLE   8,135 0 0
WABTEC CORP COM 929740108 4,131 50,745 SH   SOLE   50,745 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,173 53,700 SH   SOLE   53,700 0 0
WOODWARD INC COM 980745103 4,952 69,100 SH   SOLE   69,100 0 0
XYLEM INC COM 98419M100 4,674 60,770 SH   SOLE   60,770 0 0