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 173,760 505 SH SOLE 505 0 0
ALPHABET INC-CL C COMMON STOCKS 02079K107 34,053,215 99,939 SH SOLE 54,643 0 45,296
AMAZON.COM INC COMMON STOCKS 023135106 39,354,239 157,954 SH SOLE 89,290 0 68,664
AMERICAN TOWER CORP COMMON STOCKS 03027X100 11,678,136 71,343 SH SOLE 41,867 0 29,476
AMETEK INC COMMON STOCKS 031100100 29,472,438 118,970 SH SOLE 71,119 0 47,851
AMPHENOL CORP-CL A COMMON STOCKS 032095101 38,539,262 457,168 SH SOLE 249,289 0 207,879
ANALOG DEVICES INC COMMON STOCKS 032654105 26,310,204 66,321 SH SOLE 36,459 0 29,862
APPLE INC COMMON STOCKS 037833100 53,679,827 161,191 SH SOLE 85,856 0 75,335
ASML HOLDING NV-NY REG SHS COMMON STOCKS N07059210 21,865,045 12,069 SH SOLE 4,971 0 7,098
BERKSHIRE HATHAWAY INC-CL B COMMON STOCKS 084670702 23,436,515 47,066 SH SOLE 26,821 0 20,245
BROADCOM INC COMMON STOCKS 11135F101 41,010,915 116,777 SH SOLE 61,804 0 54,973
DANAHER CORP COMMON STOCKS 235851102 19,554,668 88,263 SH SOLE 61,778 0 26,485
ECOLAB INC COMMON STOCKS 278865100 8,653,114 31,514 SH SOLE 16,166 0 15,348
GE AEROSPACE COMMON STOCKS 369604301 37,897,328 121,353 SH SOLE 78,783 0 42,570
GE VERNOVA INC COMMON STOCKS 36828A101 20,068,646 21,114 SH SOLE 6,013 0 15,101
HEICO CORP COMMON STOCKS 422806109 9,079,938 29,949 SH SOLE 19,431 0 10,518
JOHNSON & JOHNSON COMMON STOCKS 478160104 36,027,937 136,088 SH SOLE 94,304 0 41,784
LINDE PLC COMMON STOCKS G54950103 28,782,301 60,639 SH SOLE 32,277 0 28,362
META PLATFORMS INC-CLASS A COMMON STOCKS 30303M102 22,825,766 31,476 SH SOLE 14,827 0 16,649
METTLER-TOLEDO INTERNATIONAL COMMON STOCKS 592688105 27,449,429 18,167 SH SOLE 9,691 0 8,476
MICROSOFT CORP COMMON STOCKS 594918104 62,777,421 122,397 SH SOLE 65,812 0 56,585
MOODYS CORP COMMON STOCKS 615369105 33,874,919 74,593 SH SOLE 34,590 0 40,003
NETFLIX INC COMMON STOCKS 64110L106 23,545,107 338,389 SH SOLE 144,742 0 193,647
NIKE INC CL B COMMON STOCKS 654106103 21,594 610 SH SOLE 0 0 610
NVIDIA CORP COMMON STOCKS 67066G104 76,965,659 337,007 SH SOLE 192,087 0 144,920
ORACLE CORP COMMON STOCKS 68389X105 1,466,913 10,684 SH SOLE 0 0 10,684
QXO INC COMMON STOCKS 82846H405 6,122,065 523,701 SH SOLE 202,151 0 321,550
STANDARDAERO INC COMMON STOCKS 85423L103 13,144,512 615,668 SH SOLE 313,344 0 302,324
STRYKER CORP COMMON STOCKS 863667101 27,556,350 100,063 SH SOLE 54,155 0 45,908
TAIWAN SEMICONDUCTOR-SP ADR COMMON STOCKS 874039100 32,048,260 70,252 SH SOLE 41,912 0 28,340
TRANSDIGM GROUP INC COMMON STOCKS 893641100 19,283,271 17,812 SH SOLE 11,683 0 6,129
UNILEVER PLC-SPONSORED ADR COMMON STOCKS 904767803 15,210,132 250,455 SH SOLE 129,328 0 121,127
VISA INC-CLASS A SHARES COMMON STOCKS 92826C839 39,084,683 108,771 SH SOLE 54,028 0 54,743