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 2,822 14,350 SH   SOLE   14,350 0 0
ABBVIE INC COM 00287Y109 375 4,050 SH   SOLE   4,050 0 0
AIR PRODS & CHEMS INC COM 009158106 491 3,150 SH   SOLE   3,150 0 0
AMGEN INC COM 031162100 249 1,350 SH   SOLE   1,350 0 0
APPLE INC COM 037833100 701 3,788 SH   SOLE   3,788 0 0
AUTODESK INC COM 052769106 7,482 57,074 SH   SOLE   57,074 0 0
BECTON DICKINSON & CO COM 075887109 9,167 38,264 SH   SOLE   38,264 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,986 16,000 SH   SOLE   16,000 0 0
BIO TECHNE CORP COM 09073M104 5,515 37,275 SH   SOLE   37,275 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,459 38,000 SH   SOLE   38,000 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 255 8,500 SH   SOLE   8,500 0 0
CANADIAN NATL RY CO COM 136375102 409 5,000 SH   SOLE   5,000 0 0
CERNER CORP COM 156782104 2,368 39,600 SH   SOLE   39,600 0 0
CORNING INC COM 219350105 980 35,604 SH   SOLE   35,604 0 0
DANAHER CORP DEL COM 235851102 3,816 38,675 SH   SOLE   38,675 0 0
DENTSPLY SIRONA INC COM 24906P109 3,899 89,075 SH   SOLE   89,075 0 0
DOMINION ENERGY INC COM 25746U109 239 3,500 SH   SOLE   3,500 0 0
DOWDUPONT INC COM 26078J100 586 8,897 SH   SOLE   8,897 0 0
ECOLAB INC COM 278865100 3,091 22,025 SH   SOLE   22,025 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,835 46,950 SH   SOLE   46,950 0 0
EMERSON ELEC CO COM 291011104 6,177 89,350 SH   SOLE   89,350 0 0
EPAM SYS INC COM 29414B104 4,196 33,750 SH   SOLE   33,750 0 0
EQT CORP COM 26884L109 344 6,244 SH   SOLE   6,244 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,011 19,600 SH   SOLE   19,600 0 0
EXXON MOBIL CORP COM 30231G102 379 4,578 SH   SOLE   4,578 0 0
FISERV INC COM 337738108 3,593 48,500 SH   SOLE   48,500 0 0
FORTIVE CORP COM 34959J108 1,298 16,839 SH   SOLE   16,839 0 0
GARTNER INC COM 366651107 5,024 37,800 SH   SOLE   37,800 0 0
GENERAL ELECTRIC CO COM 369604103 2,974 218,497 SH   SOLE   218,497 0 0
HEICO CORP NEW COM 422806109 5,976 81,947 SH   SOLE   81,947 0 0
IHS MARKIT LTD SHS G47567105 7,067 136,979 SH   SOLE   136,979 0 0
ILLINOIS TOOL WKS INC COM 452308109 339 2,450 SH   SOLE   2,450 0 0
INTEL CORP COM 458140100 249 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,878 39,350 SH   SOLE   39,350 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 431 900 SH   SOLE   900 0 0
JOHNSON & JOHNSON COM 478160104 334 2,750 SH   SOLE   2,750 0 0
KIRBY CORP COM 497266106 1,162 13,900 SH   SOLE   13,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,813 21,237 SH   SOLE   21,237 0 0
LENNOX INTL INC COM 526107107 4,353 21,750 SH   SOLE   21,750 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,899 42,200 SH   SOLE   42,200 0 0
MCDONALDS CORP COM 580135101 353 2,250 SH   SOLE   2,250 0 0
MERCK & CO INC COM 58933Y105 360 5,939 SH   SOLE   5,939 0 0
MIDDLEBY CORP COM 596278101 3,630 34,765 SH   SOLE   34,765 0 0
MINERALS TECHNOLOGIES INC COM 603158106 640 8,500 SH   SOLE   8,500 0 0
MOHAWK INDS INC COM 608190104 6,017 28,080 SH   SOLE   28,080 0 0
ONEOK INC NEW COM 682680103 398 5,700 SH   SOLE   5,700 0 0
PAYCHEX INC COM 704326107 5,199 76,062 SH   SOLE   76,062 0 0
PERKINELMER INC COM 714046109 3,281 44,800 SH   SOLE   44,800 0 0
PPG INDS INC COM 693506107 717 9,190 SH   SOLE   9,190 0 0
PRAXAIR INC COM 74005P104 6,590 41,675 SH   SOLE   41,675 0 0
PTC INC COM 69370C100 5,361 57,150 SH   SOLE   57,150 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,632 24,038 SH   SOLE   24,038 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 266 3,837 SH   SOLE   3,837 0 0
SCHLUMBERGER LTD COM 806857108 1,453 21,675 SH   SOLE   21,675 0 0
SHERWIN WILLIAMS CO COM 824348106 3,344 8,205 SH   SOLE   8,205 0 0
TELEFLEX INC COM 879369106 5,396 20,120 SH   SOLE   20,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,038 24,320 SH   SOLE   24,320 0 0
TRIMBLE INC COM 896239100 2,989 91,020 SH   SOLE   91,020 0 0
UNITED TECHNOLOGIES CORP COM 913017109 844 6,750 SH   SOLE   6,750 0 0
VARIAN MED SYS INC COM 92220P105 925 8,135 SH   SOLE   8,135 0 0
WABTEC CORP COM 929740108 4,273 43,345 SH   SOLE   43,345 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,343 55,400 SH   SOLE   55,400 0 0
WELBILT INC COM 949090104 1,131 49,579 SH   SOLE   49,579 0 0
WOODWARD INC COM 980745103 4,415 57,450 SH   SOLE   57,450 0 0
XYLEM INC COM 98419M100 3,893 57,770 SH   SOLE   57,770 0 0