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
3M COMPANY COM 88579Y101 362,349 2,495 SH SOLE 2,495 0 0
ABBOTT LABORATORIES COM 002824100 263,759 2,569 SH SOLE 2,569 0 0
ABBVIE INC COM 00287Y109 2,705,576 12,440 SH SOLE 12,440 0 0
ACCENTURE LTD (IL) COM G1151C101 213,360 1,076 SH SOLE 1,076 0 0
AIR PRODUCTS AND CHEMICALS COM 009158106 216,415 745 SH SOLE 745 0 0
ALPHABET INC CLASS A COM 02079K305 2,825,565 9,826 SH SOLE 9,826 0 0
ALPHABET INC CLASS C COM 02079K107 65,874,530 229,640 SH SOLE 229,640 0 0
AMAZON.COM INC COM 023135106 3,951,715 18,974 SH SOLE 18,974 0 0
AMERICAN EXPRESS COM 025816109 96,719,190 319,754 SH SOLE 319,754 0 0
AMERICAN WATER WORKS COM 030420103 1,689,285 12,413 SH SOLE 12,413 0 0
AON PLC COM 037389103 334,077 1,035 SH SOLE 1,035 0 0
APPLE INC COM 037833100 126,199,108 497,258 SH SOLE 497,258 0 0
ARISTA NETWORKS INC COM SHS COM 040413205 39,903,500 325,000 SH SOLE 325,000 0 0
ASML HOLDING (NE) COM N07059210 59,410,933 44,980 SH SOLE 44,980 0 0
ATI INC COM 01741R102 151,730,053 1,043,105 SH SOLE 1,043,105 0 0
AUTODESK INC COM COM 052769106 239,400 1,000 SH SOLE 1,000 0 0
AUTOMATIC DATA PROCESSING COM 053015103 5,945,656 29,263 SH SOLE 29,263 0 0
AVERY DENNISON COM 053611109 5,579,636 32,312 SH SOLE 32,312 0 0
BADGER METER INC COM 056525108 1,717,746 11,275 SH SOLE 11,275 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 988,846 14,267 SH SOLE 14,267 0 0
BLACKSTONE INC COM 09260D107 54,429,137 473,338 SH SOLE 473,338 0 0
BOEING COM 097023105 56,856,900 285,670 SH SOLE 285,670 0 0
BOSTON SCIENTIFIC CORP COM COM 101137107 662,012 10,550 SH SOLE 10,550 0 0
BRISTOL-MYERS SQUIBB COM 110122108 997,389 16,445 SH SOLE 16,445 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 26,433,916 731,836 SH SOLE 731,836 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11285B108 1,139,935 28,620 SH SOLE 28,620 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108 25,482,211 780,705 SH SOLE 780,705 0 0
CAMECO (CA) COM 13321L108 62,122,205 571,975 SH SOLE 571,975 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 3,162,336 30,771 SH SOLE 30,771 0 0
CANADIAN NATURAL RESOURCES ADR COM 136385101 2,762,991 56,700 SH SOLE 56,700 0 0
CANADIAN PACIFIC KANSAS CITY L COM 13646K108 2,026,046 25,757 SH SOLE 25,757 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 396,603 2,174 SH SOLE 2,174 0 0
CARPENTER TECHNOLOGY COM COM 144285103 63,064,000 160,000 SH SOLE 160,000 0 0
CATERPILLAR COM 149123101 3,892,988 5,495 SH SOLE 5,495 0 0
CHARLES SCHWAB CORP COM 808513105 69,619,256 740,788 SH SOLE 740,788 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 835,672 5,850 SH SOLE 5,850 0 0
CHEVRON COM 166764100 1,233,745 5,963 SH SOLE 5,963 0 0
CHUBB LTD (SZ) COM H1467J104 2,312,473 7,095 SH SOLE 7,095 0 0
CHURCH AND DWIGHT COM 171340102 6,872,178 73,641 SH SOLE 73,641 0 0
CISCO SYSTEMS COM 17275R102 3,258,004 41,990 SH SOLE 41,990 0 0
CITIGROUP INC COM 172967101 365,180 3,220 SH SOLE 3,220 0 0
COCA-COLA COM 191216100 1,825,352 24,002 SH SOLE 24,002 0 0
COLGATE PALMOLIVE COM 194162103 3,302,322 38,746 SH SOLE 38,746 0 0
CORNING COM 219350105 187,311,184 1,377,592 SH SOLE 1,377,592 0 0
COSTCO WHOLESALE COM 22160K105 95,153,086 95,494 SH SOLE 95,494 0 0
CUMMINS INC COM 231021106 1,291,248 2,400 SH SOLE 2,400 0 0
DEERE & CO COM 244199105 80,758,631 143,367 SH SOLE 143,367 0 0
DUKE ENERGY CORP NEW COM 26441C204 830,552 6,343 SH SOLE 6,343 0 0
DUPONT DE NEMOURS COM 26614N102 320,600 7,000 SH SOLE 7,000 0 0
EATON CORP (IL) COM G29183103 73,100,595 204,380 SH SOLE 204,380 0 0
ELANCO ANIMAL HEALTH COM 28414H103 63,349,171 2,647,270 SH SOLE 2,647,270 0 0
EMERSON ELECTRIC COM 291011104 3,168,326 24,182 SH SOLE 24,182 0 0
ENERGY TRANSFER LP COM 29273v100 18,817,500 975,000 SH SOLE 975,000 0 0
ENTERGY CORP COM 29364G103 1,010,678 8,995 SH SOLE 8,995 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 38,521,120 1,018,000 SH SOLE 1,018,000 0 0
EQUIFAX COM 294429105 447,654 2,486 SH SOLE 2,486 0 0
EQUINIX COM 29444U700 39,209,600 40,000 SH SOLE 40,000 0 0
EXXON MOBIL COM 30231g102 879,517 5,184 SH SOLE 5,184 0 0
FABRINET SHS (CI) COM G3323L100 51,481,847 98,715 SH SOLE 98,715 0 0
FEDEX CORPORATION COM 31428X106 1,170,051 3,285 SH SOLE 3,285 0 0
GARMIN LTD (SZ) COM H2906T109 1,560,267 6,725 SH SOLE 6,725 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107 882,988 12,405 SH SOLE 12,405 0 0
GE VERNOVA INC COM 36828A101 150,394,560 172,293 SH SOLE 172,293 0 0
GENERAC HOLDINGS COM 368736104 492,232 2,520 SH SOLE 2,520 0 0
GILEAD SCIENCES COM 375558103 210,449 1,510 SH SOLE 1,510 0 0
HAWKINS INC COM COM 420261109 58,447,872 380,520 SH SOLE 380,520 0 0
HOME DEPOT COM 437076102 68,596,258 208,569 SH SOLE 208,569 0 0
HONEYWELL INT'L COM 438516106 11,107,792 49,143 SH SOLE 49,143 0 0
IBM COM 459200101 9,805,887 40,455 SH SOLE 40,455 0 0
ILLINOIS TOOL WORKS COM 452308109 208,232 800 SH SOLE 800 0 0
INGERSOLL RAND (IL) COM 45687V106 211,998 2,646 SH SOLE 2,646 0 0
INT'L PAPER COM 460146103 691,509 19,370 SH SOLE 19,370 0 0
INTUITIVE SURGICAL COM 46120E602 83,427,665 180,975 SH SOLE 180,975 0 0
ITT INC COM 45073V108 50,625,726 265,710 SH SOLE 265,710 0 0
JOHNSON & JOHNSON COM 478160104 8,907,149 36,439 SH SOLE 36,439 0 0
JPMORGAN CHASE COM 46625H100 81,032,255 275,470 SH SOLE 275,470 0 0
KIMBERLY-CLARK COM 494368103 790,089 8,190 SH SOLE 8,190 0 0
KINDER MORGAN COM 49456B101 656,350 19,575 SH SOLE 19,575 0 0
L3HARRIS COM 502431109 4,704,394 13,630 SH SOLE 13,630 0 0
LAM RESEARCH CORP COM 512807306 427,320 2,000 SH SOLE 2,000 0 0
LILLY ELI & COMPANY COM 532457108 105,447,951 114,646 SH SOLE 114,646 0 0
LOCKHEED MARTIN COM 539830109 4,362,487 7,218 SH SOLE 7,218 0 0
LOWE'S COMPANIES COM 548661107 728,451 3,083 SH SOLE 3,083 0 0
MARRIOTT INT'L COM 571903202 3,381,250 10,338 SH SOLE 10,338 0 0
MARSH & MCLENNAN COM 571748102 1,497,914 8,636 SH SOLE 8,636 0 0
MASTEC INC COM COM 576323109 69,323,709 215,465 SH SOLE 215,465 0 0
MASTERCARD INC CL A COM 57636Q104 14,282,781 28,585 SH SOLE 28,585 0 0
MCCORMICK & CO COM 579780206 2,614,709 51,838 SH SOLE 51,838 0 0
MCDONALD'S COM 580135101 2,118,655 6,817 SH SOLE 6,817 0 0
MEDTRONIC PLC (IL) COM G5960L103 858,182 9,904 SH SOLE 9,904 0 0
MERCK & CO INC NEW COM 58933Y105 265,119 2,204 SH SOLE 2,204 0 0
MICROSOFT COM 594918104 72,743,217 196,513 SH SOLE 196,513 0 0
MITSUBISHI ELEC CORP (JP) COM 606776201 43,462,900 670,000 SH SOLE 670,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 256,210 4,445 SH SOLE 4,445 0 0
MOTOROLA SOLUTIONS COM 620076307 78,194,884 180,185 SH SOLE 180,185 0 0
NATIONAL HEALTH INVESTORS INC COM 63633D104 21,023,600 260,000 SH SOLE 260,000 0 0
NETFLIX INC COM 64110L106 78,895,882 820,550 SH SOLE 820,550 0 0
NEWMONT CORP COM 651639106 416,113 3,844 SH SOLE 3,844 0 0
NEXTERA ENERGY COM 65339F101 5,901,502 63,539 SH SOLE 63,539 0 0
NORDSON CORP COM 655663102 4,514,772 16,969 SH SOLE 16,969 0 0
NORFOLK SOUTHERN COM 655844108 423,325 1,475 SH SOLE 1,475 0 0
NOVARTIS AG ADS (SZ) COM 66987v109 213,850 1,400 SH SOLE 1,400 0 0
NVIDIA CORP COM COM 67066G104 106,351,736 609,815 SH SOLE 609,815 0 0
ORACLE CORP COM COM 68389X105 982,695 6,680 SH SOLE 6,680 0 0
OSHKOSH CORP COM 688239201 40,833,110 277,380 SH SOLE 277,380 0 0
PALO ALTO NETWORKS COM 697435105 84,060,746 524,331 SH SOLE 524,331 0 0
PARKER-HANNIFIN COM 701094104 89,788,096 100,295 SH SOLE 100,295 0 0
PEPSICO COM 713448108 3,909,115 25,173 SH SOLE 25,173 0 0
PFIZER COM 717081103 1,010,431 35,984 SH SOLE 35,984 0 0
PNC FINL SVCS GROUP COM 693475105 255,535 1,228 SH SOLE 1,228 0 0
PROCTER & GAMBLE COM 742718109 53,145,687 367,943 SH SOLE 367,943 0 0
PROLOGIS COM 74340W103 38,217,203 289,130 SH SOLE 289,130 0 0
QNITY ELECTRONICS INC COM 74743l100 248,067 2,150 SH SOLE 2,150 0 0
ROCHE HOLDING AG (SZ) COM 771195104 474,730 9,550 SH SOLE 9,550 0 0
ROCKWELL AUTOMATION COM 773903109 2,058,177 5,735 SH SOLE 5,735 0 0
ROLLS ROYCE HOLDINGS ADR (GB) COM 775781206 65,229,915 4,230,215 SH SOLE 4,230,215 0 0
RTX CORP COM 75513E101 1,014,268 5,258 SH SOLE 5,258 0 0
S & P GLOBAL COM 78409V104 11,496,940 27,030 SH SOLE 27,030 0 0
SERVICE NOW INC COM 81762p102 1,045,500 10,000 SH SOLE 10,000 0 0
SNAP-ON COM 833034101 679,221 1,870 SH SOLE 1,870 0 0
SOLSTICE ADVANCED MATL COM 83443Q103 76,771,641 1,008,031 SH SOLE 1,008,031 0 0
STATE STREET COM 857477103 764,169 6,038 SH SOLE 6,038 0 0
SUBURBAN PROPANE PARTNERS LP UNT 864482104 20,005,040 1,016,000 SH SOLE 1,016,000 0 0
SUNOCO LP COM 86765K109 38,982,000 600,000 SH SOLE 600,000 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100 1,111,855 3,290 SH SOLE 3,290 0 0
TE CONNECTIVITY (SZ) COM G87052109 45,984,400 220,000 SH SOLE 220,000 0 0
TELEDYNE TECHNOLOGIES COM 879360105 112,127,713 185,332 SH SOLE 185,332 0 0
TESLA MOTORS INC COM 88160R101 371,750 1,000 SH SOLE 1,000 0 0
TETRA TECH COM 88162G103 481,167 15,975 SH SOLE 15,975 0 0
TEXAS INSTRUMENTS COM 882508104 89,185,392 459,387 SH SOLE 459,387 0 0
THERMO FISHER SCIENTIFIC COM 883556102 8,648,470 17,595 SH SOLE 17,595 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103 2,139,960 5,135 SH SOLE 5,135 0 0
ULTA BEAUTY INC COM 90384S303 6,941,589 13,280 SH SOLE 13,280 0 0
UNION PACIFIC COM 907818108 75,948,066 313,033 SH SOLE 313,033 0 0
UNITED PARCEL SERVICE COM 911312106 530,760 5,395 SH SOLE 5,395 0 0
UNITED THERAPEUTICS COM 91307C102 50,403,300 85,000 SH SOLE 85,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 1,721,810 34,299 SH SOLE 34,299 0 0
VERTEX PHARMACEUTICALS COM 92532F100 60,461,069 135,399 SH SOLE 135,399 0 0
VERTIV HOLDINGS COM 92537N108 2,667,424 10,645 SH SOLE 10,645 0 0
VIAVI SOLUTIONS COM 925550105 66,560,000 2,000,000 SH SOLE 2,000,000 0 0
VISA COM 92826C839 63,266,992 209,327 SH SOLE 209,327 0 0
VULCAN MATERIALS COM 929160109 1,958,926 7,194 SH SOLE 7,194 0 0
WABTEC COM 929740108 249,910 1,000 SH SOLE 1,000 0 0
WALMART COM 931142103 29,606,603 238,225 SH SOLE 238,225 0 0
WALT DISNEY COM 254687106 741,644 7,695 SH SOLE 7,695 0 0
WASTE MANAGEMENT COM 94106L109 5,659,498 24,629 SH SOLE 24,629 0 0
WELLTOWER COM 95040Q104 68,398,961 345,956 SH SOLE 345,956 0 0
WEYERHAEUSER COM 962166104 27,680,656 1,133,060 SH SOLE 1,133,060 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 77,430,840 591,030 SH SOLE 591,030 0 0
XYLEM COM 98419M100 6,784,254 56,772 SH SOLE 56,772 0 0
ZOETIS COM 98978V103 1,201,132 10,161 SH SOLE 10,161 0 0