The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 428,074 | 4,189 | SH | SOLE | 4,189 | 0 | 0 | |||
| ABBOTT LABS | COM | 002824100 | 342,903 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | |||
| ABBVIE INC | COM | 00287Y109 | 788,992 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | |||
| ADOBE INC | COM | 00724F101 | 5,569,288 | 10,025 | SH | SOLE | 10,025 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 374,172 | 1,450 | SH | SOLE | 1,450 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 324,636 | 1,039 | SH | SOLE | 1,039 | 0 | 0 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 7,169,515 | 106,420 | SH | SOLE | 106,420 | 0 | 0 | |||
| ANSYS INC | COM | 03662Q105 | 5,558,735 | 17,290 | SH | SOLE | 17,290 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 1,491,190 | 7,080 | SH | SOLE | 7,080 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 7,044,648 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 9,133,379 | 36,910 | SH | SOLE | 36,910 | 0 | 0 | |||
| AXOGEN INC | COM | 05463X106 | 166,520 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| BECTON DICKINSON & CO | COM | 075887109 | 6,483,469 | 27,742 | SH | SOLE | 27,742 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,969,940 | 22,050 | SH | SOLE | 22,050 | 0 | 0 | |||
| BIO-TECHNE CORP | COM | 09073M104 | 5,512,751 | 76,940 | SH | SOLE | 76,940 | 0 | 0 | |||
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 1,341,525 | 48,889 | SH | SOLE | 48,889 | 0 | 0 | |||
| CANADIAN NATL RY CO | COM | 136375102 | 387,939 | 3,284 | SH | SOLE | 3,284 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 240,914 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | |||
| CATERPILLAR INC | COM | 149123101 | 233,170 | 700 | SH | SOLE | 700 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 1,336,359 | 34,398 | SH | SOLE | 34,398 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 7,080,063 | 28,337 | SH | SOLE | 28,337 | 0 | 0 | |||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 207,576 | 2,071 | SH | SOLE | 2,071 | 0 | 0 | |||
| ECOLAB INC | COM | 278865100 | 5,184,830 | 21,785 | SH | SOLE | 21,785 | 0 | 0 | |||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 7,327,250 | 79,325 | SH | SOLE | 79,325 | 0 | 0 | |||
| EMERSON ELEC CO | COM | 291011104 | 5,754,850 | 52,241 | SH | SOLE | 52,241 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 2,407,808 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 5,357,988 | 35,950 | SH | SOLE | 35,950 | 0 | 0 | |||
| FORTINET INC | COM | 34959E109 | 1,181,292 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | |||
| FORTIVE CORP | COM | 34959J108 | 2,157,347 | 29,114 | SH | SOLE | 29,114 | 0 | 0 | |||
| GARTNER INC | COM | 366651107 | 8,488,132 | 18,902 | SH | SOLE | 18,902 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 4,107,625 | 23,950 | SH | SOLE | 23,950 | 0 | 0 | |||
| GRACO INC | COM | 384109104 | 1,668,844 | 21,050 | SH | SOLE | 21,050 | 0 | 0 | |||
| HEICO CORP NEW | COM | 422806109 | 9,546,135 | 42,691 | SH | SOLE | 42,691 | 0 | 0 | |||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 486,479 | 2,053 | SH | SOLE | 2,053 | 0 | 0 | |||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 3,993,628 | 41,945 | SH | SOLE | 41,945 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,112,125 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| JOHNSON & JOHNSON | COM | 478160104 | 244,087 | 1,670 | SH | SOLE | 1,670 | 0 | 0 | |||
| LENNOX INTL INC | COM | 526107107 | 9,113,384 | 17,035 | SH | SOLE | 17,035 | 0 | 0 | |||
| LINDE PLC | SHS | G54950103 | 8,390,047 | 19,120 | SH | SOLE | 19,120 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 8,822,129 | 16,283 | SH | SOLE | 16,283 | 0 | 0 | |||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,604,006 | 64,900 | SH | SOLE | 64,900 | 0 | 0 | |||
| MCDONALDS CORP | COM | 580135101 | 321,098 | 1,260 | SH | SOLE | 1,260 | 0 | 0 | |||
| MERCK & CO INC | COM | 58933Y105 | 235,741 | 1,904 | SH | SOLE | 1,904 | 0 | 0 | |||
| MIDDLEBY CORP | COM | 596278101 | 5,358,057 | 43,700 | SH | SOLE | 43,700 | 0 | 0 | |||
| NORDSON CORP | COM | 655663102 | 4,636,481 | 19,990 | SH | SOLE | 19,990 | 0 | 0 | |||
| ONEOK INC NEW | COM | 682680103 | 387,689 | 4,754 | SH | SOLE | 4,754 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,898,456 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | |||
| PAYCHEX INC | COM | 704326107 | 5,919,181 | 49,926 | SH | SOLE | 49,926 | 0 | 0 | |||
| PTC INC | COM | 69370C100 | 1,613,230 | 8,880 | SH | SOLE | 8,880 | 0 | 0 | |||
| REVVITY INC | COM | 714046109 | 4,685,459 | 44,683 | SH | SOLE | 44,683 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 9,486,483 | 16,830 | SH | SOLE | 16,830 | 0 | 0 | |||
| RTX CORPORATION | COM | 75513E101 | 358,693 | 3,573 | SH | SOLE | 3,573 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 9,518,532 | 21,342 | SH | SOLE | 21,342 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 5,567,212 | 18,655 | SH | SOLE | 18,655 | 0 | 0 | |||
| STERIS PLC | SHS USD | G8473T100 | 6,192,126 | 28,205 | SH | SOLE | 28,205 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 1,609,637 | 2,705 | SH | SOLE | 2,705 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 1,430,998 | 9,650 | SH | SOLE | 9,650 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 7,358,771 | 13,307 | SH | SOLE | 13,307 | 0 | 0 | |||
| TRIMBLE INC | COM | 896239100 | 4,503,797 | 80,540 | SH | SOLE | 80,540 | 0 | 0 | |||
| VERALTO CORP | COM SHS | 92338C103 | 2,645,289 | 27,708 | SH | SOLE | 27,708 | 0 | 0 | |||
| VONTIER CORPORATION | COM | 928881101 | 769,501 | 20,144 | SH | SOLE | 20,144 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 4,659,990 | 29,484 | SH | SOLE | 29,484 | 0 | 0 | |||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 6,179,569 | 33,700 | SH | SOLE | 33,700 | 0 | 0 | |||
| WOODWARD INC | COM | 980745103 | 261,570 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| XYLEM INC | COM | 98419M100 | 4,641,259 | 34,220 | SH | SOLE | 34,220 | 0 | 0 | |||