Instuitional Investor - Dudley & Shanley, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Wheaton Precious Metals Corp.	WPM	459,385	$60,184,029	9.85%
2.	Amphenol Corp	APH	245,751	$31,050,639	5.08%
3.	Service Corp International	SCI	367,633	$30,333,399	4.96%
4.	Analog Devices Inc	ADI	95,121	$30,261,795	4.95%
5.	Ametek Inc	AME	139,746	$29,955,953	4.9%