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 2,473 12,450 SH   SOLE   12,450 0 0
ABBOTT LABS COM 002824100 464 4,000 SH   SOLE   4,000 0 0
ABBVIE INC COM 00287Y109 530 4,700 SH   SOLE   4,700 0 0
ABSOLUTE SOFTWARE CORP COM 00386B109 255 17,600 SH   SOLE   17,600 0 0
AIR PRODS & CHEMS INC COM 009158106 734 2,550 SH   SOLE   2,550 0 0
AMGEN INC COM 031162100 329 1,350 SH   SOLE   1,350 0 0
AMPHENOL CORP NEW CL A 032095101 4,770 69,726 SH   SOLE   69,726 0 0
ANSYS INC COM 03662Q105 7,614 21,940 SH   SOLE   21,940 0 0
APPLE INC COM 037833100 1,880 13,732 SH   SOLE   13,732 0 0
ARISTA NETWORKS INC COM 040413106 2,744 7,575 SH   SOLE   7,575 0 0
AUTODESK INC COM 052769106 12,095 41,435 SH   SOLE   41,435 0 0
BECTON DICKINSON & CO COM 075887109 8,454 34,765 SH   SOLE   34,765 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,469 26,875 SH   SOLE   26,875 0 0
BIO-TECHNE CORP COM 09073M104 11,797 26,200 SH   SOLE   26,200 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,925 34,650 SH   SOLE   34,650 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 278 3,680 SH   SOLE   3,680 0 0
CANADIAN NATL RY CO COM 136375102 506 4,800 SH   SOLE   4,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 284 769 SH   SOLE   769 0 0
CLARIVATE PLC ORD SHS G21810109 4,014 145,800 SH   SOLE   145,800 0 0
CORNING INC COM 219350105 3,729 91,180 SH   SOLE   91,180 0 0
DANAHER CORPORATION COM 235851102 10,999 40,986 SH   SOLE   40,986 0 0
DENTSPLY SIRONA INC COM 24906P109 5,035 79,591 SH   SOLE   79,591 0 0
DISNEY WALT CO COM 254687106 2,507 14,261 SH   SOLE   14,261 0 0
DOMINION ENERGY INC COM 25746U109 257 3,500 SH   SOLE   3,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 237 2,399 SH   SOLE   2,399 0 0
ECOLAB INC COM 278865100 5,085 24,687 SH   SOLE   24,687 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,635 93,025 SH   SOLE   93,025 0 0
EMERSON ELEC CO COM 291011104 5,393 56,039 SH   SOLE   56,039 0 0
EPAM SYS INC COM 29414B104 10,894 21,320 SH   SOLE   21,320 0 0
EVERBRIDGE INC COM 29978A104 1,853 13,620 SH   SOLE   13,620 0 0
FISERV INC COM 337738108 6,747 63,122 SH   SOLE   63,122 0 0
FORTIVE CORP COM 34959J108 374 5,364 SH   SOLE   5,364 0 0
GARTNER INC COM 366651107 6,313 26,066 SH   SOLE   26,066 0 0
GOLUB CAP BDC INC COM 38173M102 709 46,000 SH   SOLE   46,000 0 0
HEICO CORP NEW COM 422806109 7,896 56,634 SH   SOLE   56,634 0 0
IHS MARKIT LTD SHS G47567105 11,810 104,830 SH   SOLE   104,830 0 0
ILLINOIS TOOL WKS INC COM 452308109 548 2,450 SH   SOLE   2,450 0 0
INTEL CORP COM 458140100 1,051 18,716 SH   SOLE   18,716 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,201 68,286 SH   SOLE   68,286 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 828 900 SH   SOLE   900 0 0
JOHNSON & JOHNSON COM 478160104 453 2,750 SH   SOLE   2,750 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 340 1,200 SH   SOLE   1,200 0 0
LENNOX INTL INC COM 526107107 6,192 17,650 SH   SOLE   17,650 0 0
LINDE PLC SHS G5494J103 8,506 29,420 SH   SOLE   29,420 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,213 29,030 SH   SOLE   29,030 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,655 75,350 SH   SOLE   75,350 0 0
MCDONALDS CORP COM 580135101 462 2,000 SH   SOLE   2,000 0 0
ONEOK INC NEW COM 682680103 303 5,450 SH   SOLE   5,450 0 0
PALO ALTO NETWORKS INC COM 697435105 868 2,341 SH   SOLE   2,341 0 0
PAYCHEX INC COM 704326107 7,065 65,842 SH   SOLE   65,842 0 0
PERKINELMER INC COM 714046109 7,670 49,675 SH   SOLE   49,675 0 0
PPG INDS INC COM 693506107 1,038 7,690 SH   SOLE   7,690 0 0
PTC INC COM 69370C100 4,633 32,799 SH   SOLE   32,799 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 563 6,600 SH   SOLE   6,600 0 0
ROLLINS INC COM 775711104 942 27,554 SH   SOLE   27,554 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,369 19,927 SH   SOLE   19,927 0 0
SHERWIN WILLIAMS CO COM 824348106 5,480 20,115 SH   SOLE   20,115 0 0
STERIS PLC SHS USD G8473T100 7,437 36,050 SH   SOLE   36,050 0 0
TELEFLEX INCORPORATED COM 879369106 6,374 15,865 SH   SOLE   15,865 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,431 18,695 SH   SOLE   18,695 0 0
VERISK ANALYTICS INC COM 92345Y106 4,228 24,200 SH   SOLE   24,200 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 5,756 39,450 SH   SOLE   39,450 0 0
WOODWARD INC COM 980745103 4,221 34,350 SH   SOLE   34,350 0 0
XYLEM INC COM 98419M100 4,573 38,120 SH   SOLE   38,120 0 0