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 LABS COM COM 002824100 21,278,984 234,505 SH SOLE 234,505 0 0
ABBVIE INC COM COM 00287Y109 29,754,920 118,244 SH SOLE 118,244 0 0
AGNICO EAGLE MINES LTD COM COM 008474108 268,220 1,729 SH SOLE 1,729 0 0
ALPHABET INC CAP STK CL A COM 02079K305 59,105,782 165,391 SH SOLE 165,391 0 0
ALPHABET INC CAP STK CL C COM 02079K107 18,830,016 53,293 SH SOLE 53,293 0 0
AMAZON COM INC COM COM 023135106 69,116,932 289,993 SH SOLE 289,993 0 0
AMGEN INC COM COM 031162100 25,313,636 69,904 SH SOLE 69,904 0 0
AMPHENOL CORP NEW CL A COM 032095101 78,496,430 445,193 SH SOLE 445,193 0 0
APPLE INC COM COM 037833100 43,506,144 150,353 SH SOLE 150,353 0 0
ASTRAZENECA PLC COM G0593M107 364,070 1,920 SH SOLE 1,920 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 27,108,700 121,048 SH SOLE 121,048 0 0
BANK OF NEW YORK MELLON COM 064058100 384,952 2,662 SH SOLE 2,662 0 0
BLACKROCK INC COM COM 09247X101 20,625,462 21,450 SH SOLE 21,450 0 0
BLACKSTONE INC COM 09260D107 7,482,047 63,585 SH SOLE 63,585 0 0
BROADCOM LTD SGD COM 11135F101 46,840,622 123,999 SH SOLE 123,999 0 0
CADENCE DESIGN SYS INC COM 127387108 9,197,217 24,505 SH SOLE 24,505 0 0
CATERPILLAR INC COM 149123101 504,763 474 SH SOLE 474 0 0
CDN NATL RAILWAY CO CAD COM 136375102 18,002,140 150,974 SH SOLE 150,974 0 0
CINTAS CORP COM 172908105 212,430 1,249 SH SOLE 1,249 0 0
CROWDSTRIKE HLDGS COM 22788C105 527,330 691 SH SOLE 691 0 0
DELL TECHNOLOGIES, INC. CLASS COM 24703L202 280,449 650 SH SOLE 650 0 0
EATON CORP PLC SHS COM G29183103 28,091,535 65,924 SH SOLE 65,924 0 0
ECOLAB INC COM COM 278865100 237,097 851 SH SOLE 851 0 0
FAIR ISAAC CORP COM 303250104 20,866,833 17,465 SH SOLE 17,465 0 0
FASTENAL CO COM COM 311900104 24,020,427 500,113 SH SOLE 500,113 0 0
GE VERNOVA LLC COM COM 36828A101 32,335,672 27,523 SH SOLE 27,523 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 359,036 355 SH SOLE 355 0 0
HOME DEPOT INC COM COM 437076102 14,586,492 41,359 SH SOLE 41,359 0 0
HONEYWELL AEROSPACE COM 43849R105 10,624,442 48,057 SH SOLE 48,057 0 0
HONEYWELL INTL INC COM COM 438516205 10,782,240 48,156 SH SOLE 48,156 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 14,849,073 54,901 SH SOLE 54,901 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 209,287 1,700 SH SOLE 1,700 0 0
INTUITIVE SURGICAL INC COM 46120E602 4,672,740 11,750 SH SOLE 11,750 0 0
INVESCO EXCHANGE TRADED FD TR COM 46137V613 297,165 5,500 SH SOLE 5,500 0 0
INVESCO QQQ TR UNIT SER 1 COM 46090E103 644,350 875 SH SOLE 875 0 0
ISHARES TR S&P SML 600 GWT COM 464287887 239,324 1,340 SH SOLE 1,340 0 0
JOHNSON & JOHNSON COM COM 478160104 28,452,259 112,030 SH SOLE 112,030 0 0
JPMORGAN CHASE & CO COM COM 46625H100 38,086,809 116,356 SH SOLE 116,356 0 0
LILLY ELI & CO COM COM 532457108 55,070,629 45,914 SH SOLE 45,914 0 0
LOCKHEED MARTIN CORP COM COM 539830109 12,710,008 24,948 SH SOLE 24,948 0 0
LONDON STOCK EXCHANGE GROUP SP COM 54211y107 18,894,104 698,230 SH SOLE 698,230 0 0
LOWES COS INC COM COM 548661107 20,969,922 95,106 SH SOLE 95,106 0 0
MADISON SQUARE GARDEN CO CL A COM 55825t103 464,527 1,156 SH SOLE 1,156 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 30,974,702 60,309 SH SOLE 60,309 0 0
MCDONALDS CORP COM COM 580135101 13,771,484 50,947 SH SOLE 50,947 0 0
MERCK & CO. INC COM COM 58933Y105 342,581 2,666 SH SOLE 2,666 0 0
META PLATFORMS INC CL A COM 30303M102 27,543,754 48,898 SH SOLE 48,898 0 0
MICRON TECHNOLOGY INC COM COM 595112103 33,713,348 29,207 SH SOLE 29,207 0 0
MICROSOFT CORP COM COM 594918104 59,866,726 160,492 SH SOLE 160,492 0 0
MOTOROLA SOLUTIONS INC COM 620076307 265,786 640 SH SOLE 640 0 0
NETFLIX INC COM COM 64110L106 5,998,171 84,008 SH SOLE 84,008 0 0
NEXTERA ENERGY INC COM 65339F101 16,448,800 187,408 SH SOLE 187,408 0 0
NVIDIA CORPORATION COM COM 67066G104 71,009,940 354,890 SH SOLE 354,890 0 0
PAN AMER SILVER CORP COM 697900108 330,595 7,381 SH SOLE 7,381 0 0
PARKER HANNIFIN CORP COM COM 701094104 58,964,986 60,284 SH SOLE 60,284 0 0
PEPSICO INC COM COM 713448108 14,198,179 104,861 SH SOLE 104,861 0 0
PHILIP MORRIS INTL INC COM COM 718172109 28,844,652 159,442 SH SOLE 159,442 0 0
QUALCOMM INC COM COM 747525103 24,487,816 132,517 SH SOLE 132,517 0 0
SCHWAB CHARLES CORP NEW COM COM 808513105 3,914,924 42,429 SH SOLE 42,429 0 0
SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 250,524 1,579 SH SOLE 1,579 0 0
SPHERE ENTERTAINMENT CO CL A COM 55826T102 303,495 1,754 SH SOLE 1,754 0 0
STRYKER CORPORATION COM COM 863667101 383,160 1,217 SH SOLE 1,217 0 0
SYNOPSYS INC COM 871607107 13,148,359 29,476 SH SOLE 29,476 0 0
TAIWAN SEMICONDUCTOR MFG LTD S COM 874039100 46,861,556 98,125 SH SOLE 98,125 0 0
TEXAS INSTRS INC COM COM 882508104 378,847 1,271 SH SOLE 1,271 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102 445,208 888 SH SOLE 888 0 0
TJX COS INC NEW COM COM 872540109 1,819,060 12,007 SH SOLE 12,007 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,503,326 284,137 SH SOLE 284,137 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 24,510,948 58,973 SH SOLE 58,973 0 0
US BANCORP DEL COM NEW COM 902973304 19,209,254 318,034 SH SOLE 318,034 0 0
VANGUARD INDEX FDS MID CAP ETF COM 922908629 286,829 3,560 SH SOLE 3,560 0 0
VISA INC COM CL A COM 92826C839 46,572,752 135,745 SH SOLE 135,745 0 0
WILLIAMS SONOMA INC COM COM 969904101 30,425,377 130,525 SH SOLE 130,525 0 0