The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 CO | COM | 88579Y101 | 4,926,395 | 36,038 | SH | SOLE | 36,038 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,307,698 | 32,003 | SH | SOLE | 32,003 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,856,132 | 26,062 | SH | SOLE | 26,062 | 0 | 0 | ||
| ASPEN TECHNOLOGY INC | COM | 29109X106 | 5,374,643 | 22,505 | SH | SOLE | 22,505 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 5,512,844 | 213,098 | SH | SOLE | 213,098 | 0 | 0 | ||
| BERKLEY W R CORP | COM | 084423102 | 5,632,266 | 99,283 | SH | SOLE | 99,283 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,469,475 | 25,910 | SH | SOLE | 25,910 | 0 | 0 | ||
| BROWN & BROWN INC | COM | 115236101 | 4,062,467 | 39,213 | SH | SOLE | 39,213 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 3,880,655 | 16,055 | SH | SOLE | 16,055 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 7,197,532 | 80,953 | SH | SOLE | 80,953 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 3,777,385 | 83,663 | SH | SOLE | 83,663 | 0 | 0 | ||
| DIGITALBRIDGE GROUP INC | CL A NEW | 25401T603 | 389,890 | 27,593 | SH | SOLE | 27,593 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 5,268,559 | 98,533 | SH | SOLE | 98,533 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 4,626,902 | 13,960 | SH | SOLE | 13,960 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 5,322,491 | 29,627 | SH | SOLE | 29,627 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 2,998,136 | 89,684 | SH | SOLE | 89,684 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 4,839,564 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 4,664,338 | 24,734 | SH | SOLE | 24,734 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 5,067,524 | 53,996 | SH | SOLE | 53,996 | 0 | 0 | ||
| HMN FINL INC | COM | 40424G108 | 622,393 | 22,308 | SH | SOLE | 22,308 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 5,939,928 | 13,867 | SH | SOLE | 13,867 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 2,640,279 | 16,436 | SH | SOLE | 16,436 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 344,556 | 1,454 | SH | SOLE | 1,454 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 448,147 | 1,884 | SH | SOLE | 1,884 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,667,156 | 9,900 | SH | SOLE | 9,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,603,780 | 10,699 | SH | SOLE | 10,699 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 252,309 | 9,135 | SH | SOLE | 9,135 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 3,339,354 | 89,097 | SH | SOLE | 89,097 | 0 | 0 | ||
| PARSONS CORP DEL | COM | 70202L102 | 8,382,320 | 80,848 | SH | SOLE | 80,848 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 3,450,785 | 19,101 | SH | SOLE | 19,101 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 8,182,428 | 27,444 | SH | SOLE | 27,444 | 0 | 0 | ||
| TETRA TECH INC NEW | COM | 88162G103 | 6,822,167 | 144,660 | SH | SOLE | 144,660 | 0 | 0 | ||
| THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | 6,886,095 | 138,275 | SH | SOLE | 138,275 | 0 | 0 | ||
| VERALTO CORP | COM SHS | 92338C103 | 4,138,149 | 36,994 | SH | SOLE | 36,994 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 7,752,559 | 77,923 | SH | SOLE | 77,923 | 0 | 0 | ||