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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Systems Inc COM 00724F101 43,008 155,684 SH   SOLE   155,684 0 0
AO Smith Corp COM 831865209 20,046 420,168 SH   SOLE   420,168 0 0
Apple Inc COM 037833100 221,249 987,849 SH   SOLE   987,849 0 0
Applied Materials Inc COM 038222105 50,780 1,017,639 SH   SOLE   1,017,639 0 0
Boeing Co/The COM 097023105 70,131 184,328 SH   SOLE   184,328 0 0
Cognizant Technology Solutions Corp COM 192446102 34,334 569,709 SH   SOLE   569,709 0 0
CoStar Group Inc COM 22160N109 20,603 34,732 SH   SOLE   34,732 0 0
Delta Air Lines Inc COM 247361702 16,353 283,915 SH   SOLE   283,915 0 0
Fastenal Co COM 311900104 53,650 1,642,184 SH   SOLE   1,642,184 0 0
Fortive Corp COM 34959J108 33,807 493,092 SH   SOLE   493,092 0 0
Illinois Tool Works Inc COM 452308109 41,392 264,506 SH   SOLE   264,506 0 0
Insperity Inc COM 45778Q107 9,254 93,837 SH   SOLE   93,837 0 0
Intel Corp COM 458140100 112,472 2,182,650 SH   SOLE   2,182,650 0 0
Knight-Swift Transportation Holdings Inc COM 499049104 73,129 2,014,574 SH   SOLE   2,014,574 0 0
Mastercard Inc COM 57636Q104 60,158 221,519 SH   SOLE   221,519 0 0
Microsoft Corp COM 594918104 342,830 2,465,867 SH   SOLE   2,465,867 0 0
NVIDIA Corp COM 67066G104 24,326 139,749 SH   SOLE   139,749 0 0
Pluralsight Inc COM 72941B106 12,783 761,129 SH   SOLE   761,129 0 0
Ritchie Bros Auctioneers Inc COM 767744105 16,291 408,305 SH   SOLE   408,305 0 0
Salesforce.com Inc COM 79466L302 40,023 269,626 SH   SOLE   269,626 0 0
Shopify Inc COM 82509L107 27,484 88,185 SH   SOLE   88,185 0 0
Snap-on Inc COM 833034101 19,078 121,875 SH   SOLE   121,875 0 0
Splunk Inc COM 848637104 13,840 117,427 SH   SOLE   117,427 0 0
Texas Instruments Inc COM 882508104 38,850 300,602 SH   SOLE   300,602 0 0
Union Pacific Corp COM 907818108 60,508 373,549 SH   SOLE   373,549 0 0
Visa Inc COM 92826C839 82,512 479,694 SH   SOLE   479,694 0 0
Wabtec Corp/DE COM 929740108 21,720 302,260 SH   SOLE   302,260 0 0
Xilinx Inc COM 983919101 21,976 229,153 SH   SOLE   229,153 0 0