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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   819,637 8,189 SH   SOLE   8,189 0 0
ABBOTT LABS COM 002824100   436,080 4,000 SH   SOLE   4,000 0 0
ABBVIE INC COM 00287Y109   592,812 4,400 SH   SOLE   4,400 0 0
AIR PRODS & CHEMS INC COM 009158106   314,506 1,050 SH   SOLE   1,050 0 0
AMGEN INC COM 031162100   230,679 1,039 SH   SOLE   1,039 0 0
AMPHENOL CORP NEW CL A 032095101   4,671,486 54,991 SH   SOLE   54,991 0 0
ANSYS INC COM 03662Q105   5,677,341 17,190 SH   SOLE   17,190 0 0
APPLE INC COM 037833100   1,693,940 8,733 SH   SOLE   8,733 0 0
ARISTA NETWORKS INC COM 040413106   3,476,187 21,450 SH   SOLE   21,450 0 0
AUTODESK INC COM 052769106   8,071,865 39,450 SH   SOLE   39,450 0 0
BECTON DICKINSON & CO COM 075887109   8,546,003 32,370 SH   SOLE   32,370 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,303,350 24,350 SH   SOLE   24,350 0 0
BIO-TECHNE CORP COM 09073M104   7,194,460 88,135 SH   SOLE   88,135 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   1,893,364 51,873 SH   SOLE   51,873 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107   251,601 5,520 SH   SOLE   5,520 0 0
CANADIAN NATL RY CO COM 136375102   397,594 3,284 SH   SOLE   3,284 0 0
CHARLES RIV LABS INTL INC COM 159864107   206,676 983 SH   SOLE   983 0 0
CORNING INC COM 219350105   3,169,823 90,463 SH   SOLE   90,463 0 0
DANAHER CORPORATION COM 235851102   8,423,280 35,097 SH   SOLE   35,097 0 0
DENTSPLY SIRONA INC COM 24906P109   2,008,244 50,181 SH   SOLE   50,181 0 0
ECOLAB INC COM 278865100   4,442,475 23,796 SH   SOLE   23,796 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   7,077,108 75,025 SH   SOLE   75,025 0 0
EMERSON ELEC CO COM 291011104   4,948,220 54,743 SH   SOLE   54,743 0 0
EPAM SYS INC COM 29414B104   2,989,175 13,300 SH   SOLE   13,300 0 0
FISERV INC COM 337738108   4,862,704 38,547 SH   SOLE   38,547 0 0
FORTIVE CORP COM 34959J108   973,057 13,014 SH   SOLE   13,014 0 0
GARTNER INC COM 366651107   7,209,380 20,580 SH   SOLE   20,580 0 0
HEICO CORP NEW COM 422806109   8,080,142 45,666 SH   SOLE   45,666 0 0
ILLINOIS TOOL WKS INC COM 452308109   513,578 2,053 SH   SOLE   2,053 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   3,069,946 38,572 SH   SOLE   38,572 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   855,534 2,502 SH   SOLE   2,502 0 0
JOHNSON & JOHNSON COM 478160104   429,359 2,594 SH   SOLE   2,594 0 0
LENNOX INTL INC COM 526107107   5,758,397 17,660 SH   SOLE   17,660 0 0
LINDE PLC SHS G54950103   9,620,365 25,245 SH   SOLE   25,245 0 0
MARTIN MARIETTA MATLS INC COM 573284106   10,795,697 23,383 SH   SOLE   23,383 0 0
MCCORMICK & CO INC COM NON VTG 579780206   5,895,352 67,584 SH   SOLE   67,584 0 0
MCDONALDS CORP COM 580135101   375,997 1,260 SH   SOLE   1,260 0 0
MERCK & CO INC COM 58933Y105   247,857 2,148 SH   SOLE   2,148 0 0
MIDDLEBY CORP COM 596278101   4,967,679 33,604 SH   SOLE   33,604 0 0
NORDSON CORP COM 655663102   4,082,561 16,450 SH   SOLE   16,450 0 0
ONEOK INC NEW COM 682680103   321,191 5,204 SH   SOLE   5,204 0 0
PALO ALTO NETWORKS INC COM 697435105   1,575,730 6,167 SH   SOLE   6,167 0 0
PAYCHEX INC COM 704326107   7,224,005 64,575 SH   SOLE   64,575 0 0
PPG INDS INC COM 693506107   1,166,881 7,690 SH   SOLE   7,690 0 0
PROSHARES TR ULTRASHRT S&P500 74347G416   264,110 7,700 SH   SOLE   7,700 0 0
PTC INC COM 69370C100   1,261,774 8,867 SH   SOLE   8,867 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   293,880 3,000 SH   SOLE   3,000 0 0
ROPER TECHNOLOGIES INC COM 776696106   9,188,569 19,111 SH   SOLE   19,111 0 0
S&P GLOBAL INC COM 78409V104   9,900,219 24,696 SH   SOLE   24,696 0 0
SHERWIN WILLIAMS CO COM 824348106   5,748,508 21,650 SH   SOLE   21,650 0 0
STERIS PLC SHS USD G8473T100   6,683,031 29,705 SH   SOLE   29,705 0 0
TELEFLEX INCORPORATED COM 879369106   435,654 1,800 SH   SOLE   1,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,822,076 14,992 SH   SOLE   14,992 0 0
TRIMBLE INC COM 896239100   3,048,285 57,580 SH   SOLE   57,580 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   6,218,342 33,845 SH   SOLE   33,845 0 0
XYLEM INC COM 98419M100   3,980,554 35,345 SH   SOLE   35,345 0 0