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 | 615,197 | 4,189 | SH | SOLE | 4,189 | 0 | 0 | |||
| ABBOTT LABS | COM | 002824100 | 437,745 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | |||
| ABBVIE INC | COM | 00287Y109 | 859,032 | 4,100 | SH | SOLE | 4,100 | 0 | 0 | |||
| ADOBE INC | COM | 00724F101 | 1,313,590 | 3,425 | SH | SOLE | 3,425 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 280,174 | 950 | SH | SOLE | 950 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 827,324 | 5,350 | SH | SOLE | 5,350 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 280,395 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 6,425,852 | 97,970 | SH | SOLE | 97,970 | 0 | 0 | |||
| ANSYS INC | COM | 03662Q105 | 5,077,622 | 16,040 | SH | SOLE | 16,040 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 1,550,467 | 6,980 | SH | SOLE | 6,980 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 5,160,168 | 66,600 | SH | SOLE | 66,600 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 8,816,115 | 33,675 | SH | SOLE | 33,675 | 0 | 0 | |||
| AXOGEN INC | COM | 05463X106 | 1,504,068 | 81,301 | SH | SOLE | 81,301 | 0 | 0 | |||
| BECTON DICKINSON & CO | COM | 075887109 | 5,083,830 | 22,194 | SH | SOLE | 22,194 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 11,256,078 | 21,135 | SH | SOLE | 21,135 | 0 | 0 | |||
| BIO-TECHNE CORP | COM | 09073M104 | 4,472,531 | 76,284 | SH | SOLE | 76,284 | 0 | 0 | |||
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 1,456,864 | 48,904 | SH | SOLE | 48,904 | 0 | 0 | |||
| CANADIAN NATL RY CO | COM | 136375102 | 282,634 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 214,843 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | |||
| CLARIVATE PLC | ORD SHS | G21810109 | 49,125 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 1,566,371 | 34,215 | SH | SOLE | 34,215 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 5,183,968 | 25,288 | SH | SOLE | 25,288 | 0 | 0 | |||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 252,600 | 2,071 | SH | SOLE | 2,071 | 0 | 0 | |||
| ECOLAB INC | COM | 278865100 | 5,491,243 | 21,660 | SH | SOLE | 21,660 | 0 | 0 | |||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,117,088 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | |||
| EMERSON ELEC CO | COM | 291011104 | 6,083,139 | 55,483 | SH | SOLE | 55,483 | 0 | 0 | |||
| ENTEGRIS INC | COM | 29362U104 | 2,706,806 | 30,942 | SH | SOLE | 30,942 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 2,165,373 | 12,825 | SH | SOLE | 12,825 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 6,839,105 | 30,970 | SH | SOLE | 30,970 | 0 | 0 | |||
| FORTINET INC | COM | 34959E109 | 1,477,591 | 15,350 | SH | SOLE | 15,350 | 0 | 0 | |||
| FORTIVE CORP | COM | 34959J108 | 1,055,621 | 14,425 | SH | SOLE | 14,425 | 0 | 0 | |||
| GARTNER INC | COM | 366651107 | 6,567,672 | 15,647 | SH | SOLE | 15,647 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 3,491,122 | 11,436 | SH | SOLE | 11,436 | 0 | 0 | |||
| HEICO CORP NEW | COM | 422806109 | 9,480,168 | 35,481 | SH | SOLE | 35,481 | 0 | 0 | |||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 483,619 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,238,175 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| JOHNSON & JOHNSON | COM | 478160104 | 276,953 | 1,670 | SH | SOLE | 1,670 | 0 | 0 | |||
| LABCORP HOLDINGS INC | COM SHS | 504922105 | 3,538,812 | 15,205 | SH | SOLE | 15,205 | 0 | 0 | |||
| LENNOX INTL INC | COM | 526107107 | 8,653,607 | 15,430 | SH | SOLE | 15,430 | 0 | 0 | |||
| LINDE PLC | SHS | G54950103 | 8,218,546 | 17,650 | SH | SOLE | 17,650 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 7,570,232 | 15,833 | SH | SOLE | 15,833 | 0 | 0 | |||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,918,022 | 59,750 | SH | SOLE | 59,750 | 0 | 0 | |||
| MCDONALDS CORP | COM | 580135101 | 281,133 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| MIDDLEBY CORP | COM | 596278101 | 4,790,714 | 31,522 | SH | SOLE | 31,522 | 0 | 0 | |||
| NORDSON CORP | COM | 655663102 | 3,325,229 | 16,484 | SH | SOLE | 16,484 | 0 | 0 | |||
| ONEOK INC NEW | COM | 682680103 | 451,451 | 4,550 | SH | SOLE | 4,550 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 1,894,104 | 11,100 | SH | SOLE | 11,100 | 0 | 0 | |||
| PAYCHEX INC | COM | 704326107 | 6,562,948 | 42,539 | SH | SOLE | 42,539 | 0 | 0 | |||
| PTC INC | COM | 69370C100 | 1,468,926 | 9,480 | SH | SOLE | 9,480 | 0 | 0 | |||
| REVVITY INC | COM | 714046109 | 4,399,481 | 41,583 | SH | SOLE | 41,583 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 9,718,275 | 16,483 | SH | SOLE | 16,483 | 0 | 0 | |||
| RTX CORPORATION | COM | 75513E101 | 473,280 | 3,573 | SH | SOLE | 3,573 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 9,687,943 | 19,067 | SH | SOLE | 19,067 | 0 | 0 | |||
| SHELL PLC | SPON ADS | 780259305 | 205,917 | 2,810 | SH | SOLE | 2,810 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 6,460,015 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | |||
| SMITH A O CORP | COM | 831865209 | 1,867,466 | 28,572 | SH | SOLE | 28,572 | 0 | 0 | |||
| STERIS PLC | SHS USD | G8473T100 | 6,494,656 | 28,655 | SH | SOLE | 28,655 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 589,669 | 1,375 | SH | SOLE | 1,375 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 1,486,800 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 5,837,843 | 11,732 | SH | SOLE | 11,732 | 0 | 0 | |||
| TRIMBLE INC | COM | 896239100 | 3,391,873 | 51,666 | SH | SOLE | 51,666 | 0 | 0 | |||
| VERALTO CORP | COM SHS | 92338C103 | 3,163,051 | 32,458 | SH | SOLE | 32,458 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 5,206,491 | 28,710 | SH | SOLE | 28,710 | 0 | 0 | |||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 6,765,046 | 33,175 | SH | SOLE | 33,175 | 0 | 0 | |||
| WOODWARD INC | COM | 980745103 | 273,735 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| XYLEM INC | COM | 98419M100 | 4,153,624 | 34,770 | SH | SOLE | 34,770 | 0 | 0 | |||