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 1,844 12,389 SH   SOLE   12,389 0 0
ABBOTT LABS COM 002824100 474 4,000 SH   SOLE   4,000 0 0
ABBVIE INC COM 00287Y109 761 4,700 SH   SOLE   4,700 0 0
AIR PRODS & CHEMS INC COM 009158106 2,528 10,116 SH   SOLE   10,116 0 0
AMGEN INC COM 031162100 312 1,289 SH   SOLE   1,289 0 0
AMPHENOL CORP NEW CL A 032095101 5,497 72,954 SH   SOLE   72,954 0 0
ANSYS INC COM 03662Q105 6,382 20,090 SH   SOLE   20,090 0 0
APPLE INC COM 037833100 2,223 12,732 SH   SOLE   12,732 0 0
ARISTA NETWORKS INC COM 040413106 2,718 19,560 SH   SOLE   19,560 0 0
AUTODESK INC COM 052769106 9,413 43,910 SH   SOLE   43,910 0 0
BECTON DICKINSON & CO COM 075887109 8,960 33,685 SH   SOLE   33,685 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,405 26,650 SH   SOLE   26,650 0 0
BIO-TECHNE CORP COM 09073M104 9,668 22,325 SH   SOLE   22,325 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2,290 34,582 SH   SOLE   34,582 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 601 4,484 SH   SOLE   4,484 0 0
CANADIAN PAC RY LTD COM 13645T100 286 3,460 SH   SOLE   3,460 0 0
CERIDIAN HCM HLDG INC COM 15677J108 236 3,445 SH   SOLE   3,445 0 0
CHARLES RIV LABS INTL INC COM 159864107 208 733 SH   SOLE   733 0 0
CLARIVATE PLC ORD SHS G21810109 2,088 124,570 SH   SOLE   124,570 0 0
CORNING INC COM 219350105 3,949 106,994 SH   SOLE   106,994 0 0
DANAHER CORPORATION COM 235851102 11,055 37,686 SH   SOLE   37,686 0 0
DENTSPLY SIRONA INC COM 24906P109 4,518 91,791 SH   SOLE   91,791 0 0
DOMINION ENERGY INC COM 25746U109 290 3,410 SH   SOLE   3,410 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 257 2,304 SH   SOLE   2,304 0 0
ECOLAB INC COM 278865100 4,459 25,256 SH   SOLE   25,256 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,621 90,225 SH   SOLE   90,225 0 0
EMERSON ELEC CO COM 291011104 5,108 52,091 SH   SOLE   52,091 0 0
EPAM SYS INC COM 29414B104 6,030 20,330 SH   SOLE   20,330 0 0
FISERV INC COM 337738108 9,514 93,827 SH   SOLE   93,827 0 0
FORTIVE CORP COM 34959J108 388 6,364 SH   SOLE   6,364 0 0
GARTNER INC COM 366651107 6,878 23,125 SH   SOLE   23,125 0 0
GOLUB CAP BDC INC COM 38173M102 654 43,000 SH   SOLE   43,000 0 0
HEICO CORP NEW COM 422806109 8,219 53,529 SH   SOLE   53,529 0 0
ILLINOIS TOOL WKS INC COM 452308109 503 2,403 SH   SOLE   2,403 0 0
INTEL CORP COM 458140100 328 6,616 SH   SOLE   6,616 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,170 77,439 SH   SOLE   77,439 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,250 10,775 SH   SOLE   10,775 0 0
JOHNSON & JOHNSON COM 478160104 478 2,694 SH   SOLE   2,694 0 0
LENNOX INTL INC COM 526107107 5,714 22,160 SH   SOLE   22,160 0 0
LINDE PLC SHS G5494J103 10,084 31,570 SH   SOLE   31,570 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 1,960 55,285 SH   SOLE   55,285 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,544 27,393 SH   SOLE   27,393 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,644 66,569 SH   SOLE   66,569 0 0
MCDONALDS CORP COM 580135101 448 1,810 SH   SOLE   1,810 0 0
NVIDIA CORPORATION COM 67066G104 544 1,991 SH   SOLE   1,991 0 0
ONEOK INC NEW COM 682680103 368 5,204 SH   SOLE   5,204 0 0
PALO ALTO NETWORKS INC COM 697435105 1,693 2,719 SH   SOLE   2,719 0 0
PAYCHEX INC COM 704326107 8,935 65,475 SH   SOLE   65,475 0 0
PERKINELMER INC COM 714046109 7,177 41,140 SH   SOLE   41,140 0 0
PPG INDS INC COM 693506107 1,175 7,690 SH   SOLE   7,690 0 0
PTC INC COM 69370C100 1,709 15,867 SH   SOLE   15,867 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 651 6,573 SH   SOLE   6,573 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,214 19,512 SH   SOLE   19,512 0 0
S&P GLOBAL INC COM 78409V104 11,217 27,346 SH   SOLE   27,346 0 0
SEMPRA COM 816851109 225 1,339 SH   SOLE   1,339 0 0
SHERWIN WILLIAMS CO COM 824348106 5,207 20,860 SH   SOLE   20,860 0 0
STERIS PLC SHS USD G8473T100 7,966 32,950 SH   SOLE   32,950 0 0
TELEFLEX INCORPORATED COM 879369106 639 1,800 SH   SOLE   1,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,512 17,797 SH   SOLE   17,797 0 0
VERISK ANALYTICS INC COM 92345Y106 3,025 14,095 SH   SOLE   14,095 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 5,319 38,100 SH   SOLE   38,100 0 0
WOODWARD INC COM 980745103 3,716 29,750 SH   SOLE   29,750 0 0
XYLEM INC COM 98419M100 3,063 35,920 SH   SOLE   35,920 0 0