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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,365,972 14,104 SH   SOLE 0 12,254 0 1,850
ABBVIE INC COM 00287Y109   1,965,803 13,188 SH   SOLE 0 11,163 0 2,025
AIR PRODS & CHEMS INC COM 009158106   11,683,927 41,228 SH   SOLE 0 39,303 0 1,925
ALBEMARLE CORP COM 012653101   435,132 2,559 SH   SOLE 0 2,559 0 0
ALPHABET INC CAP STK CL C 02079K107   3,484,057 26,424 SH   SOLE 0 26,424 0 0
ALPHABET INC CAP STK CL A 02079K305   12,457,008 95,193 SH   SOLE 0 90,083 0 5,110
AMAZON COM INC COM 023135106   257,418 2,025 SH   SOLE 0 2,025 0 0
AMGEN INC COM 031162100   416,847 1,551 SH   SOLE 0 1,201 0 350
APPLE INC COM 037833100   16,672,177 97,379 SH   SOLE 0 92,134 0 5,245
AUTOMATIC DATA PROCESSING IN COM 053015103   1,643,402 6,831 SH   SOLE 0 6,831 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   339,390 969 SH   SOLE 0 969 0 0
BLACKSTONE INC COM 09260D107   1,540,887 14,382 SH   SOLE 0 14,382 0 0
BOOKING HOLDINGS INC COM 09857L108   9,286,544 3,011 SH   SOLE 0 2,932 0 79
BROADCOM INC COM 11135F101   11,501,939 13,848 SH   SOLE 0 13,274 0 574
CHEVRON CORP NEW COM 166764100   925,670 5,490 SH   SOLE 0 5,490 0 0
CHURCH & DWIGHT CO INC COM 171340102   7,444,306 81,243 SH   SOLE 0 78,947 0 2,296
CISCO SYS INC COM 17275R102   1,003,215 18,661 SH   SOLE 0 15,911 0 2,750
COLGATE PALMOLIVE CO COM 194162103   406,199 5,712 SH   SOLE 0 3,712 0 2,000
COSTCO WHSL CORP NEW COM 22160K105   13,966,385 24,721 SH   SOLE 0 24,136 0 585
CRH PLC ORD G25508105   6,069,283 110,895 SH   SOLE 0 106,095 0 4,800
CSX CORP COM 126408103   299,813 9,750 SH   SOLE 0 9,750 0 0
DANAHER CORPORATION COM 235851102   12,350,049 49,779 SH   SOLE 0 48,454 0 1,325
DEERE & CO COM 244199105   5,157,660 13,667 SH   SOLE 0 13,278 0 389
DOVER CORP COM 260003108   272,045 1,950 SH   SOLE 0 250 0 1,700
ECOLAB INC COM 278865100   212,936 1,257 SH   SOLE 0 1,257 0 0
ELI LILLY & CO COM 532457108   666,041 1,240 SH   SOLE 0 1,240 0 0
EMERSON ELEC CO COM 291011104   315,591 3,268 SH   SOLE 0 1,578 0 1,690
ENPHASE ENERGY INC COM 29355A107   2,870,864 23,894 SH   SOLE 0 23,279 0 615
ENTERPRISE PRODS PARTNERS L COM 293792107   7,039,141 257,185 SH   SOLE 0 244,058 0 13,127
EXXON MOBIL CORP COM 30231G102   2,543,373 21,631 SH   SOLE 0 18,303 0 3,328
GALLAGHER ARTHUR J & CO COM 363576109   4,087,013 17,931 SH   SOLE 0 17,286 0 645
GENERAL DYNAMICS CORP COM 369550108   4,873,714 22,056 SH   SOLE 0 21,400 0 656
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   58,101 32,100 SH   SOLE 0 32,100 0 0
HALLIBURTON CO COM 406216101   5,452,127 134,620 SH   SOLE 0 130,375 0 4,245
HOME DEPOT INC COM 437076102   11,028,030 36,497 SH   SOLE 0 35,107 0 1,390
INTEL CORP COM 458140100   364,388 10,250 SH   SOLE 0 7,750 0 2,500
INTERNATIONAL BUSINESS MACHS COM 459200101   815,564 5,813 SH   SOLE 0 5,813 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   8,858,141 30,306 SH   SOLE 0 29,366 0 940
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   215,113 4,045 SH   SOLE 0 4,045 0 0
JOHNSON & JOHNSON COM 478160104   1,316,866 8,455 SH   SOLE 0 5,305 0 3,150
LEIDOS HOLDINGS INC COM 525327102   5,878,192 63,782 SH   SOLE 0 60,517 0 3,265
MARTIN MARIETTA MATLS INC COM 573284106   6,810,280 16,591 SH   SOLE 0 16,156 0 435
MCDONALDS CORP COM 580135101   1,051,298 3,991 SH   SOLE 0 3,331 0 660
MERCK & CO INC COM 58933Y105   1,166,835 11,334 SH   SOLE 0 9,659 0 1,675
MICROSOFT CORP COM 594918104   17,625,657 55,822 SH   SOLE 0 53,823 0 1,999
MORGAN STANLEY COM NEW 617446448   599,458 7,340 SH   SOLE 0 7,340 0 0
NEXTERA ENERGY INC COM 65339F101   4,602,965 80,345 SH   SOLE 0 77,070 0 3,275
NIKE INC CL B 654106103   306,940 3,210 SH   SOLE 0 3,210 0 0
NOVO-NORDISK A S ADR 670100205   446,334 4,908 SH   SOLE 0 4,908 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,842,670 49,233 SH   SOLE 0 47,413 0 1,820
OLD DOMINION FREIGHT LINE IN COM 679580100   519,608 1,270 SH   SOLE 0 1,270 0 0
ON SEMICONDUCTOR CORP COM 682189105   9,050,170 97,366 SH   SOLE 0 92,996 0 4,370
PAYPAL HLDGS INC COM 70450Y103   4,032,191 68,974 SH   SOLE 0 66,469 0 2,505
PEPSICO INC COM 713448108   8,296,354 48,963 SH   SOLE 0 45,547 0 3,416
PFIZER INC COM 717081103   512,642 15,455 SH   SOLE 0 10,805 0 4,650
PROCTER AND GAMBLE CO COM 742718109   482,651 3,309 SH   SOLE 0 1,659 0 1,650
PROGRESSIVE CORP COM 743315103   684,520 4,914 SH   SOLE 0 4,914 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,489,550 22,701 SH   SOLE 0 22,175 0 526
RTX CORPORATION COM 75513E101   6,927,234 96,252 SH   SOLE 0 90,484 0 5,768
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,493,568 3,494 SH   SOLE 0 3,494 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   3,457,255 7,571 SH   SOLE 0 7,486 0 85
STRYKER CORPORATION COM 863667101   317,540 1,162 SH   SOLE 0 1,162 0 0
TE CONNECTIVITY LTD SHS H84989104   7,374,751 59,700 SH   SOLE 0 57,790 0 1,910
TETRA TECH INC NEW COM 88162G103   9,912,018 65,198 SH   SOLE 0 63,433 0 1,765
THERMO FISHER SCIENTIFIC INC COM 883556102   13,461,100 26,594 SH   SOLE 0 25,560 0 1,034
TJX COS INC NEW COM 872540109   13,435,660 151,166 SH   SOLE 0 144,174 0 6,992
TOPBUILD CORP COM 89055F103   1,373,736 5,460 SH   SOLE 0 5,460 0 0
TRACTOR SUPPLY CO COM 892356106   5,039,510 24,819 SH   SOLE 0 24,064 0 755
UNION PAC CORP COM 907818108   10,190,137 50,042 SH   SOLE 0 47,229 0 2,813
UNITED RENTALS INC COM 911363109   9,768,556 21,973 SH   SOLE 0 21,400 0 573
UNITEDHEALTH GROUP INC COM 91324P102   537,467 1,066 SH   SOLE 0 1,066 0 0
US BANCORP DEL COM NEW 902973304   750,049 22,688 SH   SOLE 0 22,688 0 0
VISA INC COM CL A 92826C839   9,180,166 39,912 SH   SOLE 0 38,907 0 1,005
WALMART INC COM 931142103   290,913 1,819 SH   SOLE 0 1,819 0 0
WOODWARD INC COM 980745103   275,857 2,220 SH   SOLE 0 2,220 0 0
XYLEM INC COM 98419M100   6,493,898 71,338 SH   SOLE 0 69,413 0 1,925
ZOETIS INC CL A 98978V103   8,449,524 48,566 SH   SOLE 0 46,781 0 1,785