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
ALPHABET INC-CL A COMMON STOCKS 02079K305 180,472 505 SH SOLE 505 0 0
ALPHABET INC-CL C COMMON STOCKS 02079K107 39,690,972 112,334 SH SOLE 57,987 0 54,347
AMAZON.COM INC COMMON STOCKS 023135106 43,226,296 181,364 SH SOLE 94,827 0 86,537
AMERICAN TOWER CORP COMMON STOCKS 03027X100 13,320,159 81,434 SH SOLE 44,299 0 37,135
AMETEK INC COMMON STOCKS 031100100 36,052,447 149,014 SH SOLE 75,977 0 73,037
AMPHENOL CORP-CL A COMMON STOCKS 032095101 45,674,285 259,042 SH SOLE 132,421 0 126,621
ANALOG DEVICES INC COMMON STOCKS 032654105 29,925,965 75,348 SH SOLE 38,687 0 36,661
APPLE INC COMMON STOCKS 037833100 65,494,321 226,342 SH SOLE 115,101 0 111,241
ASML HOLDING NV-NY REG SHS COMMON STOCKS N07059210 26,350,133 13,245 SH SOLE 5,269 0 7,976
BERKSHIRE HATHAWAY INC-CL B COMMON STOCKS 084670702 27,099,121 54,156 SH SOLE 28,447 0 25,709
BROADCOM INC COMMON STOCKS 11135F101 51,335,470 135,898 SH SOLE 65,676 0 70,222
DANAHER CORP COMMON STOCKS 235851102 18,135,982 95,212 SH SOLE 65,922 0 29,290
ECOLAB INC COMMON STOCKS 278865100 9,824,067 35,261 SH SOLE 17,136 0 18,125
GE AEROSPACE COMMON STOCKS 369604301 48,703,746 130,318 SH SOLE 83,921 0 46,397
GE VERNOVA INC COMMON STOCKS 36828A101 30,659,147 26,096 SH SOLE 6,336 0 19,760
HEICO CORP COMMON STOCKS 422806109 11,424,082 32,073 SH SOLE 20,623 0 11,450
JOHNSON & JOHNSON COMMON STOCKS 478160104 37,152,763 146,288 SH SOLE 100,222 0 46,066
LINDE PLC COMMON STOCKS G54950103 35,461,765 68,335 SH SOLE 34,249 0 34,086
META PLATFORMS INC-CLASS A COMMON STOCKS 30303M102 27,726,824 49,223 SH SOLE 22,401 0 26,822
METTLER-TOLEDO INTERNATIONAL COMMON STOCKS 592688105 24,685,326 19,323 SH SOLE 10,283 0 9,040
MICROSOFT CORP COMMON STOCKS 594918104 52,246,673 140,064 SH SOLE 69,994 0 70,070
MOODYS CORP COMMON STOCKS 615369105 38,743,683 85,542 SH SOLE 36,704 0 48,838
NETFLIX INC COMMON STOCKS 64110L106 26,551,018 371,863 SH SOLE 153,567 0 218,296
NIKE INC CL B COMMON STOCKS 654106103 25,041 610 SH SOLE 0 0 610
NVIDIA CORP COMMON STOCKS 67066G104 70,095,929 350,322 SH SOLE 178,889 0 171,433
ORACLE CORP COMMON STOCKS 68389X105 16,393,523 111,863 SH SOLE 55,976 0 55,887
QXO INC COMMON STOCKS 82846H405 10,356,422 599,330 SH SOLE 213,899 0 385,431
STANDARDAERO INC COMMON STOCKS 85423L103 12,796,904 427,847 SH SOLE 182,247 0 245,600
STRYKER CORP COMMON STOCKS 863667101 35,592,347 113,049 SH SOLE 57,723 0 55,326
TAIWAN SEMICONDUCTOR-SP ADR COMMON STOCKS 874039100 38,505,514 80,628 SH SOLE 44,567 0 36,061
TRANSDIGM GROUP INC COMMON STOCKS 893641100 20,882,391 15,677 SH SOLE 9,812 0 5,865
UNILEVER PLC-SPONSORED ADR COMMON STOCKS 904767803 17,119,110 284,749 SH SOLE 137,738 0 147,011
VISA INC-CLASS A SHARES COMMON STOCKS 92826C839 43,398,483 126,493 SH SOLE 57,259 0 69,234