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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 590,050 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| ADOBE SYSTEMS | COM | 00724F101 | 657,696 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 818,070 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| J.P.MORGAN CHASE & CO | COM | 46625H100 | 1,014,685 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | |||
| ZOETIS INC | CL A | 98978V103 | 779,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| PAYPAL HOLDINGS INC | COM | 70450Y103 | 483,080 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | |||
| IQVIA HOLDINGS INC | COM | 46266C105 | 709,155 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | |||
| PROLOGIS INC | COM | 74340W103 | 672,768 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | |||
| IDEX CORP | COM | 45167R104 | 614,495 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | |||
| STANTEC INC | COM | 92338C103 | 704,286 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | |||
| VERALTO | COM SHS | 36266G107 | 676,365 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | |||
| GE HEALTHCARE TECHNOLOGY | COMMON STOCK | 85472N109 | 777,735 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | |||
| EMCOR GROUP INC | COM | 29084Q100 | 748,846 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | |||
| NVIDIA | COM | 00846U101 | 157,990 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| AGILENT TECHNOLOGIES INC | COM | 67066G104 | 106,209 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| ANSYS | COM | 00724F101 | 158,049 | 450 | SH | SOLE | 450 | 0 | 0 | |||
| ADOBE SYSTEMS | COM | 03662Q105 | 135,408 | 350 | SH | SOLE | 350 | 0 | 0 | |||
| XYLEM | COM | 79466L302 | 181,104 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | |||
| J.P.MORGAN CHASE & CO | COM | 98419M100 | 173,946 | 600 | SH | SOLE | 600 | 0 | 0 | |||
| SALESFORCE INC | COM | 46625H100 | 149,980 | 550 | SH | SOLE | 550 | 0 | 0 | |||
| WASTE MANAGEMENT | COM | 94106L109 | 171,615 | 750 | SH | SOLE | 750 | 0 | 0 | |||
| EQUINIX INC | COM | 98978V103 | 79,547 | 100 | SH | SOLE | 100 | 0 | 0 | |||
| IQVIA HOLDINGS INC | COM | 70450Y103 | 165,469 | 1,050 | SH | SOLE | 1,050 | 0 | 0 | |||
| ZOETIS INC | CL A | 29444U700 | 171,545 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | |||
| PAYPAL HOLDINGS INC | COM | 46266C105 | 74,320 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| IDEX CORP | COM | 74340W103 | 105,342 | 600 | SH | SOLE | 600 | 0 | 0 | |||
| PROLOGIS INC | COM | 45167R104 | 94,608 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| BENTLEY SYSTEMS INC-CLASS B | COM CL B | 01749D105 | 113,337 | 2,100 | SH | SOLE | 2,100 | 0 | 0 | |||
| EMCOR GROUP INC | COM | 92338C103 | 106,978 | 200 | SH | SOLE | 200 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 08265T208 | 41,028 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | |||
| VERALTO | COM SHS | 36266G107 | 131,235 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | |||
| GE HEALTHCARE TECHNOLOGY | COMMON STOCK | 29084Q100 | 185,175 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| CONSTELLATION ENERGY | COM | 21037T109 | 129,104 | 400 | SH | SOLE | 400 | 0 | 0 | |||
| ANSYS | COM | 03662Q105 | 4,917,080 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | |||
| XYLEM | COM | 98419M100 | 8,408,400 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| WASTE MANAGEMENT | COM | 94106L109 | 8,466,340 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| ZOETIS INC | CL A | 98978V103 | 7,329,650 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | |||
| IQVIA HOLDINGS INC | COM | 46266C105 | 7,091,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| ALLEGRO MICROSYSTEMS INC | COM | 45167R104 | 1,709,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| IDEX CORP | COM | 01749D105 | 4,389,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| STANTEC INC | COM | 92338C103 | 7,042,859 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| BENTLEY SYSTEMS INC-CLASS B | COM CL B | 08265T208 | 5,397,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| VERALTO | COM SHS | 36266G107 | 5,350,350 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | |||
| GE HEALTHCARE TECHNOLOGY | COMMON STOCK | 85472N109 | 7,407,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| CONSTELLATION ENERGY | COM | 29084Q100 | 5,809,680 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| EMCOR GROUP INC | COM | 21037T109 | 4,814,010 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||