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   540,758 4,189 SH   SOLE   4,189 0 0
ABBOTT LABS COM 002824100   373,263 3,300 SH   SOLE   3,300 0 0
ABBVIE INC COM 00287Y109   728,570 4,100 SH   SOLE   4,100 0 0
ADOBE INC COM 00724F101   2,979,356 6,700 SH   SOLE   6,700 0 0
AIR PRODS & CHEMS INC COM 009158106   275,538 950 SH   SOLE   950 0 0
AMGEN INC COM 031162100   270,805 1,039 SH   SOLE   1,039 0 0
AMPHENOL CORP NEW CL A 032095101   6,807,489 98,020 SH   SOLE   98,020 0 0
ANSYS INC COM 03662Q105   5,461,373 16,190 SH   SOLE   16,190 0 0
APPLE INC COM 037833100   1,747,932 6,980 SH   SOLE   6,980 0 0
ARISTA NETWORKS INC COM SHS 040413205   7,980,266 72,200 SH   SOLE   72,200 0 0
AUTODESK INC COM 052769106   9,938,541 33,625 SH   SOLE   33,625 0 0
AXOGEN INC COM 05463X106   1,326,640 80,500 SH   SOLE   80,500 0 0
BECTON DICKINSON & CO COM 075887109   6,613,562 29,151 SH   SOLE   29,151 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,598,204 21,175 SH   SOLE   21,175 0 0
BIO-TECHNE CORP COM 09073M104   5,419,537 75,240 SH   SOLE   75,240 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101   1,554,512 48,899 SH   SOLE   48,899 0 0
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106   207,619 5,189 SH   SOLE   5,189 0 0
CANADIAN NATL RY CO COM 136375102   333,359 3,284 SH   SOLE   3,284 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   221,452 3,060 SH   SOLE   3,060 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   204,780 3,000 SH   SOLE   3,000 0 0
CATERPILLAR INC COM 149123101   253,932 700 SH   SOLE   700 0 0
CLARIVATE PLC ORD SHS G21810109   76,200 15,000 SH   SOLE   15,000 0 0
CORNING INC COM 219350105   1,616,124 34,009 SH   SOLE   34,009 0 0
DANAHER CORPORATION COM 235851102   6,263,847 27,288 SH   SOLE   27,288 0 0
DAYFORCE INC COM 15677J108   228,453 3,145 SH   SOLE   3,145 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   223,130 2,071 SH   SOLE   2,071 0 0
ECOLAB INC COM 278865100   5,087,087 21,710 SH   SOLE   21,710 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,689,205 76,850 SH   SOLE   76,850 0 0
EMERSON ELEC CO COM 291011104   7,445,973 60,082 SH   SOLE   60,082 0 0
ENTEGRIS INC COM 29362U104   3,517,819 35,512 SH   SOLE   35,512 0 0
EPAM SYS INC COM 29414B104   2,992,896 12,800 SH   SOLE   12,800 0 0
FISERV INC COM 337738108   6,388,562 31,100 SH   SOLE   31,100 0 0
FORTINET INC COM 34959E109   1,728,984 18,300 SH   SOLE   18,300 0 0
FORTIVE CORP COM 34959J108   2,330,625 31,075 SH   SOLE   31,075 0 0
GARTNER INC COM 366651107   9,104,160 18,792 SH   SOLE   18,792 0 0
GE VERNOVA INC COM 36828A101   3,172,454 9,645 SH   SOLE   9,645 0 0
HEICO CORP NEW COM 422806109   9,148,473 38,481 SH   SOLE   38,481 0 0
ILLINOIS TOOL WKS INC COM 452308109   520,559 2,053 SH   SOLE   2,053 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,282,535 26,996 SH   SOLE   26,996 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,304,900 2,500 SH   SOLE   2,500 0 0
JOHNSON & JOHNSON COM 478160104   241,515 1,670 SH   SOLE   1,670 0 0
LENNOX INTL INC COM 526107107   10,016,892 16,440 SH   SOLE   16,440 0 0
LINDE PLC SHS G54950103   7,940,077 18,965 SH   SOLE   18,965 0 0
MARTIN MARIETTA MATLS INC COM 573284106   8,141,589 15,763 SH   SOLE   15,763 0 0
MCCORMICK & CO INC COM NON VTG 579780206   4,909,856 64,400 SH   SOLE   64,400 0 0
MCDONALDS CORP COM 580135101   365,261 1,260 SH   SOLE   1,260 0 0
MIDDLEBY CORP COM 596278101   4,972,640 36,712 SH   SOLE   36,712 0 0
NORDSON CORP COM 655663102   3,535,974 16,899 SH   SOLE   16,899 0 0
ONEOK INC NEW COM 682680103   477,302 4,754 SH   SOLE   4,754 0 0
PALO ALTO NETWORKS INC COM 697435105   2,037,952 11,200 SH   SOLE   11,200 0 0
PAYCHEX INC COM 704326107   5,961,270 42,514 SH   SOLE   42,514 0 0
PTC INC COM 69370C100   1,687,927 9,180 SH   SOLE   9,180 0 0
REVVITY INC COM 714046109   4,816,864 43,158 SH   SOLE   43,158 0 0
ROPER TECHNOLOGIES INC COM 776696106   8,579,241 16,503 SH   SOLE   16,503 0 0
RTX CORPORATION COM 75513E101   413,468 3,573 SH   SOLE   3,573 0 0
S&P GLOBAL INC COM 78409V104   10,342,589 20,767 SH   SOLE   20,767 0 0
SEMPRA COM 816851109   226,142 2,578 SH   SOLE   2,578 0 0
SHERWIN WILLIAMS CO COM 824348106   6,288,705 18,500 SH   SOLE   18,500 0 0
STERIS PLC SHS USD G8473T100   7,976,756 38,805 SH   SOLE   38,805 0 0
SYNOPSYS INC COM 871607107   667,370 1,375 SH   SOLE   1,375 0 0
TERADYNE INC COM 880770102   1,828,988 14,525 SH   SOLE   14,525 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,639,175 12,762 SH   SOLE   12,762 0 0
TRIMBLE INC COM 896239100   3,661,319 51,816 SH   SOLE   51,816 0 0
VERALTO CORP COM SHS 92338C103   3,703,076 36,358 SH   SOLE   36,358 0 0
WABTEC COM 929740108   6,094,278 32,145 SH   SOLE   32,145 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   6,769,890 33,300 SH   SOLE   33,300 0 0
WOODWARD INC COM 980745103   249,630 1,500 SH   SOLE   1,500 0 0
XYLEM INC COM 98419M100   3,996,309 34,445 SH   SOLE   34,445 0 0