| ADVANCED MICRO DEVICES INC COM | COM | $16.8M | 0.7%Prev: 0.4% | 82,797 SH | Increased |
| ALPHABET INC CL A | COM | $3.7M | 0.2%Prev: 0.1% | 12,811 SH | Increased-2,192 SH |
| ALPHABET INC CL C | COM | $297.2M | 12.6%Prev: 9.1% | 1,036,112 SH | Increased-282,281 SH |
| AMAZON COM INC | COM | $510K | 0.0%Prev: 0.0% | 2,448 SH | Decreased-1,396 SH |
| AMGEN INC COM | COM | $234K | 0.0%Prev: 0.0% | 666 SH | Increased-20 SH |
| ANALOG DEVICES | COM | $3.0M | 0.1%Prev: 0.1% | 9,349 SH | Increased-3,000 SH |
| APPLE INC COM | COM | $19.3M | 0.8%Prev: 0.7% | 76,217 SH | Increased+2,131 SH |
| ARISTA NETWORKS, INC. | COM | $242.7M | 10.3%Prev: 7.6% | 1,976,826 SH | Increased-249,185 SH |
| AUTOMATIC DATA PROCESSING INC | COM | $137.3M | 5.8%Prev: 9.2% | 675,658 SH | Decreased-7,554 SH |
| BERKSHIRE HATHAWAY INC | COM | $642K | 0.0%Prev: 0.1% | 1,339 SH | Decreased-3,833 SH |
| BIO-TECHNE CORP | COM | $3.9M | 0.2% | 73,850 SH | New |
| BROADCOM LTD | COM | $248K | 0.0% | 800 SH | New |
| C H ROBINSON WORLDWIDE INC | COM | $664K | 0.0%Prev: 0.0% | 4,000 SH | Increased |
| CATERPILLAR INC DEL COM | COM | $433K | 0.0%Prev: 0.0% | 611 SH | Increased |
| CME GROUP INC COM | COM | $235.6M | 10.0%Prev: 9.6% | 797,692 SH | Increased-22,256 SH |
| CORNING INC COM | COM | $680K | 0.0%Prev: 0.0% | 5,000 SH | Increased |
| CORTEVA INC COM | COM | $266K | 0.0%Prev: 0.0% | 3,179 SH | Increased |
| COSTCO WHSL CORP NEW COM | COM | $237.6M | 10.1%Prev: 10.8% | 238,454 SH | Decreased-19,015 SH |
| DANAHER CORP DEL COM | COM | $8.7M | 0.4%Prev: 0.4% | 45,912 SH | Decreased+527 SH |
| DONALDSON INC COM | COM | $80.8M | 3.4%Prev: 2.9% | 952,104 SH | Increased-39,967 SH |
| EMCOR GROUP INC COM | COM | $483K | 0.0% | 654 SH | New |
| ENERGY VAULT HLDGS INC COM | COM | $217K | 0.0%Prev: 0.0% | 65,625 SH | Increased-6,100 SH |
| EXXON MOBIL CORP COM | COM | $676K | 0.0%Prev: 0.3% | 3,987 SH | Decreased-45,240 SH |
| FIDELITY NATL INFORMATION SVCS | COM | $300K | 0.0%Prev: 0.0% | 6,400 SH | Decreased-75 SH |
| FLOWERS FOODS INC COM | COM | $95K | 0.0%Prev: 0.0% | 11,610 SH | Decreased |
| FORTIVE CORP | COM | $842K | 0.0%Prev: 0.0% | 15,231 SH | Decreased |
| GILEAD SCIENCES | COM | $9.6M | 0.4%Prev: 0.3% | 68,928 SH | Increased+776 SH |
| HOME DEPOT INC COM | COM | $93.1M | 4.0%Prev: 5.0% | 283,057 SH | Decreased-27,032 SH |
| HUBBELL INC COM | COM | $3.2M | 0.1%Prev: 0.1% | 6,587 SH | Increased |
| IDEXX LABS INC COM | COM | $236.1M | 10.0%Prev: 8.7% | 420,195 SH | Increased-46,814 SH |
| INTEL CORP COM | COM | $25.7M | 1.1%Prev: 0.6% | 583,083 SH | Increased-13,893 SH |
| INTERNATIONAL BUSINESS MACHS C | COM | $533K | 0.0%Prev: 0.0% | 2,198 SH | Increased+298 SH |
| INTUIT COM | COM | $321K | 0.0% | 742 SH | New |
| INVESCO QQQ TR UNIT SER 1 | UNIT | $230K | 0.0% | 398 SH | New |
| IONIS PHARMACEUTICALS INC | COM | $3.7M | 0.2%Prev: 0.0% | 49,580 SH | Increased+12,500 SH |
| ISHARES TR 1-3 YR TR BD ETF | SHS | $1.7M | 0.1% | 20,450 SH | New |
| JEFFERIES FINANCIAL GROUP INC. | COM | $2.8M | 0.1% | 68,723 SH | New |
| JPMORGAN CHASE & CO COM | COM | $464K | 0.0%Prev: 0.0% | 1,579 SH | Decreased-530 SH |
| KINROSS GOLD CORP COM NO PAR | COM | $11.8M | 0.5%Prev: 0.1% | 386,892 SH | Increased+156,110 SH |
| KKR & CO INC COM | COM | $734K | 0.0%Prev: 0.1% | 7,936 SH | Decreased-2,303 SH |
| MASTERCARD INC CL A | COM | $1.5M | 0.1%Prev: 0.1% | 3,038 SH | Decreased-318 SH |
| MERCK & CO INC NEW COM | COM | $7.6M | 0.3%Prev: 0.2% | 63,213 SH | Increased+1,105 SH |
| METTLER TOLEDO INTERNATIONAL C | COM | $175.8M | 7.5%Prev: 7.9% | 139,384 SH | Decreased-11,575 SH |
| MICROSOFT CORP COM | COM | $182.0M | 7.7%Prev: 8.6% | 491,604 SH | Decreased-22,767 SH |
| MODERNA, INC | COM | $315K | 0.0%Prev: 0.0% | 6,202 SH | Increased-2,525 SH |
| NORFOLK SOUTHERN CORP COM | COM | $327K | 0.0%Prev: 0.0% | 1,140 SH | Increased-75 SH |
| NVIDIA CORP COM | COM | $890K | 0.0%Prev: 0.0% | 5,102 SH | Increased+1,097 SH |
| PEPSICO INC COM | COM | $2.1M | 0.1%Prev: 0.1% | 13,470 SH | Increased |
| QUALCOMM INC COM | COM | $67.0M | 2.9%Prev: 4.0% | 520,199 SH | Decreased-69,308 SH |
| RALLIANT CORP COM | COM | $211K | 0.0% | 5,076 SH | New |
| REPUBLIC SERVICES | COM | $201K | 0.0%Prev: 0.0% | 919 SH | Decreased-94 SH |
| SM ENERGY CO COM | COM | $371K | 0.0%Prev: 0.0% | 11,905 SH | Increased |
| SPDR S&P 500 ETF TR TR UNIT | UNIT | $759K | 0.0%Prev: 0.0% | 1,167 SH | Decreased-491 SH |
| TAIWAN SEMICONDUCTOR MFG CO | COM | $236K | 0.0% | 699 SH | New |
| THERMO FISHER SCIENTIFIC INC C | COM | $391K | 0.0%Prev: 0.0% | 796 SH | Decreased-331 SH |
| VANGUARD INDEX FDS S&P 500 ETF | SHS | $378K | 0.0%Prev: 0.0% | 633 SH | Increased+110 SH |
| VERALTO CORP COM | COM | $1.3M | 0.1%Prev: 0.1% | 14,910 SH | Decreased+15 SH |
| VISA INC COM CL A | COM | $222.6M | 9.5%Prev: 12.0% | 736,547 SH | Decreased-37,521 SH |
| VONTIER CORP COM | COM | $216K | 0.0%Prev: 0.0% | 6,090 SH | Increased |
| VUZIX CORP | COM | $46K | 0.0%Prev: 0.0% | 20,000 SH | Increased |
| WABTEC CORP COM | COM | $2.0M | 0.1%Prev: 0.1% | 8,000 SH | Increased |
| WALMART INC COM | COM | $1.3M | 0.1%Prev: 0.0% | 10,440 SH | Increased-982 SH |