#	Issuer	Ticker	Shares	Value	% of Portfolio
1	LUMEN TECHNOLOGIES INC	156700106	12,124,353	$94,206	13.52%
2	GE AEROSPACE	GE	207,821	$64,015	9.19%
3	COGNEX CORP	CGNX	1,309,295	$47,108	6.76%
4	VANGUARD S&P 500 ETF	922908363	69,175	$43,207	6.20%
5	MANITOWOC INC COM	MTW	3,264,023	$39,136	5.62%
6	LUMENTUM HLDGS INC	LITE	95,584	$35,231	5.06%
7	GE VERNOVA INC	GEV	52,576	$34,362	4.93%
8	BERKSHIRE HATHAWAY INC CL B	BRK-A	66,897	$33,626	4.83%
9	DANAHER CORP DEL COM	235851102	119,504	$27,357	3.93%
10	CIENA CORPORATION	CIEN	86,259	$20,173	2.90%
11	ST JOE CP COM	JOE	330,349	$19,613	2.82%
12	COSTCO WHOLESALE CORP-NEW	22160K105	22,065	$19,027	2.73%
13	COHERENT	COHR	98,613	$18,201	2.61%
14	CORNING INC	GLW	203,906	$17,854	2.56%
15	ESAB CORPORTAION COM	ESAB	154,848	$17,300	2.48%
16	NUCOR CORP	NUE	86,354	$14,085	2.02%
17	MILLER KNOLL INC	MLKN	704,481	$12,878	1.85%
18	TEREX CORP NEW	TEX	238,999	$12,758	1.83%
19	MODINE MANUFACTURING	607828100	74,868	$9,996	1.43%
20	ENOVIS CORPORATION COM	ENOV	361,932	$9,642	1.38%