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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABORATORIES COM 002824100 876,821 9,663 SH SOLE 0 7,913 0 1,750
ABBVIE INC COM 00287Y109 2,476,641 9,842 SH SOLE 0 7,817 0 2,025
AIR PRODUCTS AND CHEMICALS I COM 009158106 730,605 2,492 SH SOLE 0 1,772 0 720
ALPHABET INC CAP STK CL A 02079K305 24,906,706 69,694 SH SOLE 0 66,254 0 3,440
ALPHABET INC CAP STK CL C 02079K107 5,652,370 15,997 SH SOLE 0 15,997 0 0
AMGEN INC COM 031162100 555,492 1,534 SH SOLE 0 1,284 0 250
AMPHENOL CORP CL A 032095101 8,131,702 46,119 SH SOLE 0 44,404 0 1,715
ANALOG DEVICES INC COM 032654105 486,533 1,225 SH SOLE 0 275 0 950
APPLE INC COM 037833100 19,603,672 67,748 SH SOLE 0 64,168 0 3,580
APPLIED MATLS INC COM 038222105 855,309 1,183 SH SOLE 0 1,183 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 210,881 106 SH SOLE 0 106 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,187,159 5,301 SH SOLE 0 5,301 0 0
BANK OF AMER CORP COM 060505104 215,612 3,784 SH SOLE 0 3,784 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 592,890 1,185 SH SOLE 0 1,185 0 0
BLACKSTONE INC COM 09260D107 818,983 6,960 SH SOLE 0 6,960 0 0
BOOKING HOLDINGS INC COM 09857L108 11,471,393 64,359 SH SOLE 0 62,734 0 1,625
BROADCOM INC COM 11135F101 25,752,256 68,173 SH SOLE 0 64,993 0 3,180
CAMECO CORP COM 13321L108 6,398,336 62,815 SH SOLE 0 60,775 0 2,040
CARPENTER TECHNOLOGY CORP COM 144285103 16,837,265 27,296 SH SOLE 0 26,516 0 780
CATERPILLAR INC COM 149123101 440,869 414 SH SOLE 0 414 0 0
CHEVRON CORPORATION COM 166764100 575,187 3,470 SH SOLE 0 3,470 0 0
CHURCH & DWIGHT CO INC COM 171340102 7,796,651 80,477 SH SOLE 0 78,181 0 2,296
CISCO SYS INC COM 17275R102 1,705,019 14,516 SH SOLE 0 12,016 0 2,500
COLGATE PALMOLIVE CO COM 194162103 500,848 5,463 SH SOLE 0 3,763 0 1,700
CORNING INC COM 219350105 280,973 1,100 SH SOLE 0 1,100 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 18,970,139 20,279 SH SOLE 0 19,819 0 460
CRH PLC ORD G25508105 14,582,757 136,287 SH SOLE 0 131,882 0 4,405
CROWDSTRIKE HLDGS INC CL A 22788C105 22,811,018 29,891 SH SOLE 0 29,106 0 785
CSX CORP COM 126408103 380,240 8,000 SH SOLE 0 8,000 0 0
CUMMINS INC COM 231021106 374,435 525 SH SOLE 0 0 0 525
DANAHER CORP DEL COM 235851102 6,343,939 33,305 SH SOLE 0 32,520 0 785
DELL TECHNOLOGIES INC CL C 24703L202 291,236 675 SH SOLE 0 0 0 675
DOVER CORP COM 260003108 358,848 1,600 SH SOLE 0 250 0 1,350
EATON CORP PLC SHS G29183103 566,740 1,330 SH SOLE 0 630 0 700
ECOLAB INC COM 278865100 379,188 1,361 SH SOLE 0 1,361 0 0
ELI LILLY & CO COM 532457108 1,127,464 940 SH SOLE 0 940 0 0
EMERSON ELEC CO COM 291011104 231,187 1,615 SH SOLE 0 0 0 1,615
ENTERPRISE PRODS PARTNERS L COM 293792107 8,389,587 228,226 SH SOLE 0 215,099 0 13,127
EXXON MOBIL CORP COM 30231G102 2,065,839 15,110 SH SOLE 0 12,510 0 2,600
GALLAGHER ARTHUR J & CO COM 363576109 10,065,196 43,844 SH SOLE 0 42,679 0 1,165
GE AEROSPACE COM NEW 369604301 664,118 1,777 SH SOLE 0 1,777 0 0
GE VERNOVA INC COM 36828A101 22,721,029 19,339 SH SOLE 0 18,909 0 430
HOME DEPOT INC COM 437076102 13,624,149 38,630 SH SOLE 0 37,240 0 1,390
HOWMET AEROSPACE INC COM 443201108 16,176,876 60,168 SH SOLE 0 58,613 0 1,555
ILLINOIS TOOL WKS INC COM 452308109 306,443 1,133 SH SOLE 0 1,133 0 0
INTEL CORP COM 458140100 774,947 5,550 SH SOLE 0 3,300 0 2,250
INTUITIVE SURGICAL INC COM NEW 46120E602 10,883,985 27,369 SH SOLE 0 26,659 0 710
ISHARES INC MSCI GERMANY ETF 464286806 229,604 5,550 SH SOLE 0 5,550 0 0
JOHNSON & JOHNSON COM 478160104 1,417,153 5,580 SH SOLE 0 3,580 0 2,000
JPMORGAN CHASE & CO COM 46625H100 515,872 1,576 SH SOLE 0 1,576 0 0
LEIDOS HOLDINGS INC COM 525327102 7,359,366 71,471 SH SOLE 0 68,291 0 3,180
LOWES COS INC COM 548661107 203,953 925 SH SOLE 0 925 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,400,000 9,364 SH SOLE 0 9,109 0 255
MCDONALDS CORP COM 580135101 826,338 3,057 SH SOLE 0 2,457 0 600
MERCK & CO INC COM 58933Y105 1,032,755 8,037 SH SOLE 0 6,597 0 1,440
MICROSOFT CORP COM 594918104 16,971,344 45,497 SH SOLE 0 43,637 0 1,860
MORGAN STANLEY COM NEW 617446448 951,132 4,550 SH SOLE 0 4,550 0 0
NEWMONT CORP COM 651639106 5,293,819 56,679 SH SOLE 0 55,034 0 1,645
NEXTERA ENERGY INC COM 65339F101 9,372,616 106,786 SH SOLE 0 104,301 0 2,485
NVIDIA CORPORATION COM 67066G104 18,808,839 94,002 SH SOLE 0 90,642 0 3,360
NXP SEMICONDUCTORS N V COM N6596X109 10,838,217 38,566 SH SOLE 0 36,716 0 1,850
OLD DOMINION FREIGHT LINE IN COM 679580100 216,600 1,000 SH SOLE 0 1,000 0 0
PEPSICO INC COM 713448108 1,040,684 7,686 SH SOLE 0 5,856 0 1,830
PFIZER INC COM 717081103 220,332 9,150 SH SOLE 0 4,500 0 4,650
PROCTER & GAMBLE CO COM 742718109 453,851 3,095 SH SOLE 0 1,595 0 1,500
QUALCOMM INC COM 747525103 314,143 1,700 SH SOLE 0 650 0 1,050
RTX CORPORATION COM 75513E101 14,542,862 76,650 SH SOLE 0 72,560 0 4,090
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,629,138 3,521 SH SOLE 0 3,521 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 895,352 1,273 SH SOLE 0 1,273 0 0
STRYKER CORPORATION COM 863667101 277,059 880 SH SOLE 0 880 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 12,301,113 61,014 SH SOLE 0 59,209 0 1,805
TETRA TECH INC NEW COM 88162G103 8,489,056 293,841 SH SOLE 0 286,616 0 7,225
THERMO FISHER SCIENTIFIC INC COM 883556102 12,748,319 25,427 SH SOLE 0 24,443 0 984
TJX COS INC NEW COM 872540109 20,022,911 132,164 SH SOLE 0 126,869 0 5,295
TOPBUILD COR COM 89055F103 709,060 2,000 SH SOLE 0 2,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 14,412,938 29,345 SH SOLE 0 28,595 0 750
UNION PAC CORP COM 907818108 5,455,233 20,056 SH SOLE 0 18,856 0 1,200
UNITED RENTALS INC COM 911363109 19,713,880 17,401 SH SOLE 0 17,026 0 375
UNITEDHEALTH GROUP INC COM 91324P102 200,334 482 SH SOLE 0 482 0 0
VERALTO CORP COM SHS 92338C103 226,254 2,551 SH SOLE 0 2,551 0 0
VISA INC COM CL A 92826C839 12,417,353 36,193 SH SOLE 0 35,383 0 810
WALMART INC COM 931142103 567,999 5,015 SH SOLE 0 5,015 0 0
WOODWARD INC COM 980745103 314,826 740 SH SOLE 0 740 0 0
XYLEM INC COM 98419M100 9,859,530 83,407 SH SOLE 0 81,492 0 1,915