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 | 637,733 | 4,189 | SH | SOLE | 4,189 | 0 | 0 | |||
| ABBOTT LABS | COM | 002824100 | 448,833 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | |||
| ABBVIE INC | COM | 00287Y109 | 686,794 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 267,957 | 950 | SH | SOLE | 950 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,705,130 | 15,350 | SH | SOLE | 15,350 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 251,289 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| AMPHENOL CORP NEW | CL A | 032095101 | 9,659,725 | 97,820 | SH | SOLE | 97,820 | 0 | 0 | |||
| ANSYS INC | COM | 03662Q105 | 5,633,569 | 16,040 | SH | SOLE | 16,040 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 1,432,087 | 6,980 | SH | SOLE | 6,980 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 6,813,846 | 66,600 | SH | SOLE | 66,600 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 10,087,338 | 32,585 | SH | SOLE | 32,585 | 0 | 0 | |||
| AXOGEN INC | COM | 05463X106 | 998,482 | 92,026 | SH | SOLE | 92,026 | 0 | 0 | |||
| BECTON DICKINSON & CO | COM | 075887109 | 4,200,770 | 24,388 | SH | SOLE | 24,388 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,994,718 | 20,575 | SH | SOLE | 20,575 | 0 | 0 | |||
| BIO-TECHNE CORP | COM | 09073M104 | 4,025,448 | 78,240 | SH | SOLE | 78,240 | 0 | 0 | |||
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | 1,638,848 | 48,921 | SH | SOLE | 48,921 | 0 | 0 | |||
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 | 215,933 | 5,191 | SH | SOLE | 5,191 | 0 | 0 | |||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 205,718 | 1,428 | SH | SOLE | 1,428 | 0 | 0 | |||
| CANADIAN NATL RY CO | COM | 136375102 | 301,716 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 242,566 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | |||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 219,570 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| CATERPILLAR INC | COM | 149123101 | 232,926 | 600 | SH | SOLE | 600 | 0 | 0 | |||
| CDW CORP | COM | 12514G108 | 236,632 | 1,325 | SH | SOLE | 1,325 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 205,275 | 636 | SH | SOLE | 636 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 4,458,078 | 84,770 | SH | SOLE | 84,770 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 5,010,177 | 25,363 | SH | SOLE | 25,363 | 0 | 0 | |||
| ECOLAB INC | COM | 278865100 | 5,836,070 | 21,660 | SH | SOLE | 21,660 | 0 | 0 | |||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,509,894 | 70,450 | SH | SOLE | 70,450 | 0 | 0 | |||
| EMERSON ELEC CO | COM | 291011104 | 5,872,502 | 44,045 | SH | SOLE | 44,045 | 0 | 0 | |||
| ENTEGRIS INC | COM | 29362U104 | 2,675,967 | 33,180 | SH | SOLE | 33,180 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 2,263,296 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 5,349,020 | 31,025 | SH | SOLE | 31,025 | 0 | 0 | |||
| FORTINET INC | COM | 34959E109 | 1,675,662 | 15,850 | SH | SOLE | 15,850 | 0 | 0 | |||
| FORTIVE CORP | COM | 34959J108 | 438,101 | 8,404 | SH | SOLE | 8,404 | 0 | 0 | |||
| GARTNER INC | COM | 366651107 | 6,324,830 | 15,647 | SH | SOLE | 15,647 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 4,879,203 | 9,221 | SH | SOLE | 9,221 | 0 | 0 | |||
| HEICO CORP NEW | COM | 422806109 | 11,637,768 | 35,481 | SH | SOLE | 35,481 | 0 | 0 | |||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 482,137 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,358,525 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| JOHNSON & JOHNSON | COM | 478160104 | 255,092 | 1,670 | SH | SOLE | 1,670 | 0 | 0 | |||
| LABCORP HOLDINGS INC | COM SHS | 504922105 | 4,739,618 | 18,055 | SH | SOLE | 18,055 | 0 | 0 | |||
| LENNOX INTL INC | COM | 526107107 | 8,888,086 | 15,505 | SH | SOLE | 15,505 | 0 | 0 | |||
| LINDE PLC | SHS | G54950103 | 8,283,373 | 17,655 | SH | SOLE | 17,655 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 8,672,470 | 15,798 | SH | SOLE | 15,798 | 0 | 0 | |||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,530,245 | 59,750 | SH | SOLE | 59,750 | 0 | 0 | |||
| MCDONALDS CORP | COM | 580135101 | 262,953 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| MIDDLEBY CORP | COM | 596278101 | 2,327,040 | 16,160 | SH | SOLE | 16,160 | 0 | 0 | |||
| NORDSON CORP | COM | 655663102 | 4,390,019 | 20,479 | SH | SOLE | 20,479 | 0 | 0 | |||
| ONEOK INC NEW | COM | 682680103 | 371,416 | 4,550 | SH | SOLE | 4,550 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,235,692 | 10,925 | SH | SOLE | 10,925 | 0 | 0 | |||
| PAYCHEX INC | COM | 704326107 | 6,218,812 | 42,753 | SH | SOLE | 42,753 | 0 | 0 | |||
| PTC INC | COM | 69370C100 | 1,547,613 | 8,980 | SH | SOLE | 8,980 | 0 | 0 | |||
| REVVITY INC | COM | 714046109 | 3,813,960 | 39,433 | SH | SOLE | 39,433 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 9,336,121 | 16,470 | SH | SOLE | 16,470 | 0 | 0 | |||
| RTX CORPORATION | COM | 75513E101 | 521,729 | 3,573 | SH | SOLE | 3,573 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 10,080,203 | 19,117 | SH | SOLE | 19,117 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 6,369,328 | 18,550 | SH | SOLE | 18,550 | 0 | 0 | |||
| SMITH A O CORP | COM | 831865209 | 1,744,162 | 26,600 | SH | SOLE | 26,600 | 0 | 0 | |||
| STERIS PLC | SHS USD | G8473T100 | 6,769,400 | 28,180 | SH | SOLE | 28,180 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 640,850 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 1,852,352 | 20,600 | SH | SOLE | 20,600 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,651,437 | 11,472 | SH | SOLE | 11,472 | 0 | 0 | |||
| TRIMBLE INC | COM | 896239100 | 4,535,246 | 59,690 | SH | SOLE | 59,690 | 0 | 0 | |||
| VERALTO CORP | COM SHS | 92338C103 | 2,839,142 | 28,124 | SH | SOLE | 28,124 | 0 | 0 | |||
| WABTEC | COM | 929740108 | 6,141,232 | 29,335 | SH | SOLE | 29,335 | 0 | 0 | |||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 8,126,664 | 33,050 | SH | SOLE | 33,050 | 0 | 0 | |||
| WOODWARD INC | COM | 980745103 | 367,635 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| XYLEM INC | COM | 98419M100 | 4,497,847 | 34,770 | SH | SOLE | 34,770 | 0 | 0 | |||