Dudley & Shanley 13FHR Quarterly holdings report by institutional manager | SEC 21 Jul 23

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

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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
ABM Industries	COM	000957100	7,283,255	170,768	SH		SOLE		170,768	0	0
ALPS Cln Energy ETF	COM	00162Q460	4,554,144	100,800	SH		SOLE		100,800	0	0
Allison Transmission	COM	01973R101	23,846,728	422,365	SH		SOLE		422,365	0	0
Amdocs Ltd.	COM	G02602103	18,932,740	191,530	SH		SOLE		191,530	0	0
Amer. Water Works	COM	030420103	18,286,989	128,105	SH		SOLE		128,105	0	0
Ametek Inc.	COM	031100100	20,894,499	129,074	SH		SOLE		129,074	0	0
Amphenol Corp.	COM	032095101	18,935,355	222,900	SH		SOLE		222,900	0	0
Analog Devices	COM	032654105	13,869,498	71,195	SH		SOLE		71,195	0	0
Aon plc	COM	g0403h108	38,161,170	110,548	SH		SOLE		110,548	0	0
Avantor Inc.	COM	05352A100	21,739,844	1,058,415	SH		SOLE		1,058,415	0	0
Ball Corp.	COM	058498106	7,141,203	122,680	SH		SOLE		122,680	0	0
Clear Secure Inc.	COM	18467V109	273,406	11,800	SH		SOLE		11,800	0	0
Danaher Corp.	COM	235851102	21,636,000	90,150	SH		SOLE		90,150	0	0
Ecolab Inc.	COM	278865100	19,839,920	106,272	SH		SOLE		106,272	0	0
First Trust Cln Edge	COM	33737A108	6,822,288	64,900	SH		SOLE		64,900	0	0
Fiserv Inc.	COM	337738108	31,273,846	247,910	SH		SOLE		247,910	0	0
Franklin Elec. Co., Inc.	COM	353514102	19,573,123	190,215	SH		SOLE		190,215	0	0
Freeport-McMoRan	COM	35671D857	350,000	8,750	SH		SOLE		8,750	0	0
Generac Holdings	COM	368736104	9,536,863	63,950	SH		SOLE		63,950	0	0
HEICO Corp.	COM	422806109	2,625,790	14,840	SH		SOLE		14,840	0	0
Invesco Water ETF	COM	46137V142	1,848,464	32,780	SH		SOLE		32,780	0	0
Iridium Comm.	COM	46269C102	32,275,378	519,565	SH		SOLE		519,565	0	0
Kadant Inc.	COM	48282T104	1,485,849	6,690	SH		SOLE		6,690	0	0
Kornit Digital	COM	M6372Q113	2,326,691	79,220	SH		SOLE		79,220	0	0
Microsoft Corp.	COM	594918104	4,438,598	13,034	SH		SOLE		13,034	0	0
NexGen Energy Ltd.	COM	65340P106	5,836,193	1,235,500	SH		SOLE		1,235,500	0	0
Ormat Technologies	COM	686688102	1,673,568	20,800	SH		SOLE		20,800	0	0
Peabody Energy Corp.	COM	704551100	264,252	12,200	SH		SOLE		12,200	0	0
Progressive Corp.	COM	743315103	29,060,510	219,540	SH		SOLE		219,540	0	0
Rollins, Inc.	COM	775711104	6,260,461	146,170	SH		SOLE		146,170	0	0
Roper Technologies	COM	776696106	1,226,040	2,550	SH		SOLE		2,550	0	0
Ryan Specialty Hldngs	COM	78351F107	20,964,977	467,030	SH		SOLE		467,030	0	0
Service Corp. Int'l	COM	817565104	25,522,286	395,143	SH		SOLE		395,143	0	0
Visa Inc.	COM	92826C839	24,042,475	101,240	SH		SOLE		101,240	0	0
Watsco, Inc.	COM	942622200	9,723,670	25,490	SH		SOLE		25,490	0	0
West Pharm Svcs Inc	COM	955306105	19,919,038	52,080	SH		SOLE		52,080	0	0
Wheaton Precious Mtls	COM	962879102	15,379,837	355,850	SH		SOLE		355,850	0	0
Wheaton Precious Mtls	COM	962879102	45,957,771	1,063,345	SH		SOLE		1,063,345	0	0

Dudley & Shanley 13F-HRQuarterly holdings report by institutional manager