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 954,006 9,653 SH SOLE 0 7,903 0 1,750
ABBVIE INC COM 00287Y109 2,686,338 10,269 SH SOLE 0 8,244 0 2,025
AIR PRODUCTS AND CHEMICALS I COM 009158106 407,885 1,466 SH SOLE 0 771 0 695
ALPHABET INC CAP STK CL A 02079K305 23,474,325 68,223 SH SOLE 0 64,953 0 3,270
ALPHABET INC CAP STK CL C 02079K107 5,100,784 14,970 SH SOLE 0 14,970 0 0
AMGEN INC COM 031162100 633,951 1,504 SH SOLE 0 1,254 0 250
AMPHENOL CORP CL A 032095101 8,188,312 97,133 SH SOLE 0 93,703 0 3,430
ANALOG DEVICES INC COM 032654105 485,970 1,225 SH SOLE 0 275 0 950
APPLE INC COM 037833100 22,834,424 68,568 SH SOLE 0 64,988 0 3,580
APPLIED MATLS INC COM 038222105 607,008 1,187 SH SOLE 0 1,187 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 213,777 118 SH SOLE 0 118 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,372,621 5,319 SH SOLE 0 5,319 0 0
BANK OF AMER CORP COM 060505104 208,086 3,823 SH SOLE 0 3,823 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 593,484 1,192 SH SOLE 0 1,192 0 0
BLACKSTONE INC COM 09260D107 606,631 5,412 SH SOLE 0 5,412 0 0
BOOKING HOLDINGS INC COM 09857L108 10,523,212 64,595 SH SOLE 0 62,970 0 1,625
BROADCOM INC COM 11135F101 23,275,381 66,276 SH SOLE 0 63,171 0 3,105
CAMECO CORP COM 13321L108 6,353,258 73,304 SH SOLE 0 71,264 0 2,040
CARPENTER TECHNOLOGY CORP COM 144285103 10,551,408 27,137 SH SOLE 0 26,357 0 780
CATERPILLAR INC COM 149123101 321,884 397 SH SOLE 0 397 0 0
CHEVRON CORPORATION COM 166764100 708,609 3,470 SH SOLE 0 3,470 0 0
CHURCH & DWIGHT CO INC COM 171340102 8,197,743 87,006 SH SOLE 0 84,710 0 2,296
CISCO SYS INC COM 17275R102 1,572,662 14,612 SH SOLE 0 12,112 0 2,500
COLGATE PALMOLIVE CO COM 194162103 467,298 5,477 SH SOLE 0 3,777 0 1,700
COSTCO WHOLESALE CORPORATION COM 22160K105 18,325,806 20,131 SH SOLE 0 19,671 0 460
CRH PLC ORD G25508105 11,534,288 139,303 SH SOLE 0 134,898 0 4,405
CROWDSTRIKE HLDGS INC CL A 22788C105 25,313,807 95,614 SH SOLE 0 93,324 0 2,290
CSX CORP COM 126408103 372,080 8,000 SH SOLE 0 8,000 0 0
CUMMINS INC COM 231021106 271,199 525 SH SOLE 0 0 0 525
DANAHER CORP DEL COM 235851102 3,704,983 16,723 SH SOLE 0 16,723 0 0
DELL TECHNOLOGIES INC CL C 24703L202 366,882 682 SH SOLE 0 7 0 675
DOVER CORP COM 260003108 299,280 1,600 SH SOLE 0 250 0 1,350
EATON CORP PLC SHS G29183103 572,374 1,332 SH SOLE 0 632 0 700
ECOLAB INC COM 278865100 373,703 1,361 SH SOLE 0 1,361 0 0
ELI LILLY & CO COM 532457108 1,091,126 943 SH SOLE 0 943 0 0
EMERSON ELEC CO COM 291011104 250,487 1,615 SH SOLE 0 0 0 1,615
ENTERPRISE PRODS PARTNERS L COM 293792107 8,059,468 226,326 SH SOLE 0 213,199 0 13,127
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 2,461,919 15,127 SH SOLE 0 12,527 0 2,600
GALLAGHER ARTHUR J & CO COM 363576109 10,440,752 45,771 SH SOLE 0 44,606 0 1,165
GE AEROSPACE COM NEW 369604301 558,062 1,787 SH SOLE 0 1,787 0 0
GE VERNOVA INC COM 36828A101 18,325,780 19,280 SH SOLE 0 18,860 0 420
HOME DEPOT INC COM 437076102 11,088,412 38,976 SH SOLE 0 37,586 0 1,390
HOWMET AEROSPACE INC COM 443201108 13,293,368 58,773 SH SOLE 0 57,218 0 1,555
ILLINOIS TOOL WKS INC COM 452308109 291,498 1,133 SH SOLE 0 1,133 0 0
INTEL CORP COM 458140100 667,277 5,550 SH SOLE 0 3,300 0 2,250
INTUITIVE SURGICAL INC COM NEW 46120E602 12,011,444 29,539 SH SOLE 0 28,829 0 710
JOHNSON & JOHNSON COM 478160104 1,460,835 5,518 SH SOLE 0 3,518 0 2,000
JPMORGAN CHASE & CO COM 46625H100 589,539 1,782 SH SOLE 0 1,782 0 0
LEIDOS HOLDINGS INC COM 525327102 828,018 6,797 SH SOLE 0 5,647 0 1,150
MARTIN MARIETTA MATLS INC COM 573284106 833,450 1,737 SH SOLE 0 1,737 0 0
MCDONALDS CORP COM 580135101 644,092 2,789 SH SOLE 0 2,189 0 600
MERCK & CO INC COM 58933Y105 3,324,257 22,877 SH SOLE 0 20,302 0 2,575
MICROSOFT CORP COM 594918104 23,105,263 45,048 SH SOLE 0 43,188 0 1,860
MORGAN STANLEY COM NEW 617446448 855,764 4,550 SH SOLE 0 4,550 0 0
NEWMONT CORP COM 651639106 7,048,081 61,107 SH SOLE 0 59,462 0 1,645
NEXTERA ENERGY INC COM 65339F101 9,080,173 119,886 SH SOLE 0 117,401 0 2,485
NVIDIA CORPORATION COM 67066G104 20,941,509 91,696 SH SOLE 0 88,466 0 3,230
NXP SEMICONDUCTORS N V COM N6596X109 9,813,065 41,313 SH SOLE 0 39,463 0 1,850
PEPSICO INC COM 713448108 971,436 7,666 SH SOLE 0 5,836 0 1,830
PROCTER & GAMBLE CO COM 742718109 457,632 3,150 SH SOLE 0 1,650 0 1,500
QUALCOMM INC COM 747525103 313,972 1,706 SH SOLE 0 656 0 1,050
QXO INC COM NEW 82846H405 401,435 34,340 SH SOLE 0 34,340 0 0
RTX CORPORATION COM 75513E101 14,128,369 76,102 SH SOLE 0 72,037 0 4,065
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,895,805 3,797 SH SOLE 0 3,797 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 826,141 1,258 SH SOLE 0 1,258 0 0
STRYKER CORPORATION COM 863667101 226,646 823 SH SOLE 0 823 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 12,936,544 61,287 SH SOLE 0 59,482 0 1,805
TETRA TECH INC NEW COM 88162G103 10,115,177 306,986 SH SOLE 0 299,761 0 7,225
THERMO FISHER SCIENTIFIC INC COM 883556102 17,154,022 25,411 SH SOLE 0 24,427 0 984
TJX COS INC NEW COM 872540109 17,391,174 131,443 SH SOLE 0 126,148 0 5,295
TRANE TECHNOLOGIES PLC SHS G8994E103 13,785,702 30,501 SH SOLE 0 29,751 0 750
UNION PAC CORP COM 907818108 5,018,078 18,440 SH SOLE 0 17,265 0 1,175
UNITED RENTALS INC COM 911363109 16,789,134 16,776 SH SOLE 0 16,406 0 370
VEEVA SYS INC CL A COM 922475108 3,041,755 10,656 SH SOLE 0 10,201 0 455
VISA INC COM CL A 92826C839 12,922,118 35,962 SH SOLE 0 35,152 0 810
WALMART INC COM 931142103 484,683 4,664 SH SOLE 0 4,664 0 0
XYLEM INC COM 98419M100 8,935,042 88,230 SH SOLE 0 86,165 0 2,065