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 2,399 12,450 SH   SOLE   12,450 0 0
ABBOTT LABS COM 002824100 479 4,000 SH   SOLE   4,000 0 0
ABBVIE INC COM 00287Y109 509 4,700 SH   SOLE   4,700 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109 243 17,500 SH   SOLE   17,500 0 0
AIR PRODS & CHEMS INC COM 009158106 717 2,550 SH   SOLE   2,550 0 0
AMGEN INC COM 031162100 336 1,350 SH   SOLE   1,350 0 0
AMPHENOL CORP NEW CL A 032095101 4,818 73,026 SH   SOLE   73,026 0 0
ANSYS INC COM 03662Q105 7,450 21,940 SH   SOLE   21,940 0 0
APPLE INC COM 037833100 1,673 13,696 SH   SOLE   13,696 0 0
ARISTA NETWORKS INC COM 040413106 1,736 5,750 SH   SOLE   5,750 0 0
AUTODESK INC COM 052769106 11,456 41,335 SH   SOLE   41,335 0 0
BECTON DICKINSON & CO COM 075887109 9,182 37,764 SH   SOLE   37,764 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,904 27,025 SH   SOLE   27,025 0 0
BIO-TECHNE CORP COM 09073M104 9,892 25,900 SH   SOLE   25,900 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2,005 37,650 SH   SOLE   37,650 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 307 4,013 SH   SOLE   4,013 0 0
CANADIAN NATL RY CO COM 136375102 557 4,800 SH   SOLE   4,800 0 0
CORNING INC COM 219350105 4,280 98,375 SH   SOLE   98,375 0 0
DANAHER CORPORATION COM 235851102 9,191 40,836 SH   SOLE   40,836 0 0
DENTSPLY SIRONA INC COM 24906P109 5,143 80,591 SH   SOLE   80,591 0 0
DOMINION ENERGY INC COM 25746U109 266 3,500 SH   SOLE   3,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 240 2,487 SH   SOLE   2,487 0 0
ECOLAB INC COM 278865100 5,745 26,837 SH   SOLE   26,837 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,739 92,525 SH   SOLE   92,525 0 0
EMERSON ELEC CO COM 291011104 5,236 58,038 SH   SOLE   58,038 0 0
EPAM SYS INC COM 29414B104 8,457 21,320 SH   SOLE   21,320 0 0
EVERBRIDGE INC COM 29978A104 1,326 10,945 SH   SOLE   10,945 0 0
FISERV INC COM 337738108 6,937 58,272 SH   SOLE   58,272 0 0
FORTIVE CORP COM 34959J108 379 5,364 SH   SOLE   5,364 0 0
GARTNER INC COM 366651107 4,939 27,057 SH   SOLE   27,057 0 0
GENERAL ELECTRIC CO COM 369604103 140 10,680 SH   SOLE   10,680 0 0
GOLUB CAP BDC INC COM 38173M102 673 46,000 SH   SOLE   46,000 0 0
HEICO CORP NEW COM 422806109 7,131 56,684 SH   SOLE   56,684 0 0
IHS MARKIT LTD SHS G47567105 10,145 104,830 SH   SOLE   104,830 0 0
ILLINOIS TOOL WKS INC COM 452308109 543 2,450 SH   SOLE   2,450 0 0
INTEL CORP COM 458140100 1,358 21,216 SH   SOLE   21,216 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,154 72,736 SH   SOLE   72,736 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 665 900 SH   SOLE   900 0 0
JOHNSON & JOHNSON COM 478160104 452 2,750 SH   SOLE   2,750 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 317 1,200 SH   SOLE   1,200 0 0
LENNOX INTL INC COM 526107107 5,500 17,650 SH   SOLE   17,650 0 0
LINDE PLC SHS G5494J103 9,712 34,670 SH   SOLE   34,670 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,916 29,530 SH   SOLE   29,530 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,683 74,950 SH   SOLE   74,950 0 0
MCDONALDS CORP COM 580135101 448 2,000 SH   SOLE   2,000 0 0
MERCK & CO. INC COM 58933Y105 461 5,970 SH   SOLE   5,970 0 0
ONEOK INC NEW COM 682680103 276 5,450 SH   SOLE   5,450 0 0
PALO ALTO NETWORKS INC COM 697435105 750 2,329 SH   SOLE   2,329 0 0
PAYCHEX INC COM 704326107 6,611 67,442 SH   SOLE   67,442 0 0
PERKINELMER INC COM 714046109 6,684 52,100 SH   SOLE   52,100 0 0
PPG INDS INC COM 693506107 1,041 7,690 SH   SOLE   7,690 0 0
PTC INC COM 69370C100 4,515 32,799 SH   SOLE   32,799 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 510 6,600 SH   SOLE   6,600 0 0
ROLLINS INC COM 775711104 1,107 32,175 SH   SOLE   32,175 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,264 20,487 SH   SOLE   20,487 0 0
SHERWIN WILLIAMS CO COM 824348106 4,948 6,705 SH   SOLE   6,705 0 0
STERIS PLC SHS USD G8473T100 6,486 34,050 SH   SOLE   34,050 0 0
TELEFLEX INCORPORATED COM 879369106 5,532 13,315 SH   SOLE   13,315 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,474 18,568 SH   SOLE   18,568 0 0
VARIAN MED SYS INC COM 92220P105 1,207 6,835 SH   SOLE   6,835 0 0
VERISK ANALYTICS INC COM 92345Y106 7,651 43,300 SH   SOLE   43,300 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,687 39,450 SH   SOLE   39,450 0 0
WOODWARD INC COM 980745103 4,144 34,350 SH   SOLE   34,350 0 0
XYLEM INC COM 98419M100 4,009 38,120 SH   SOLE   38,120 0 0