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
Estimated average burden
hours per response: 23.8
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
Becton Dickinson & Co Common 075887109 34,952 146,100 SH   SOLE   146,100 0 0
Charter Communications Inc CL A 16119P108 46,306 90,900 SH   SOLE   90,900 0 0
Ecolab Inc Common 278865100 21,766 109,500 SH   SOLE   109,500 0 0
Fastenal Co Common 311900104 38,522 900,056 SH   SOLE   900,056 0 0
Microsoft Corp Common 594918104 63,636 312,767 SH   SOLE   312,767 0 0
Oracle Corp Common 68389X105 52,626 952,500 SH   SOLE   952,500 0 0
Philip Morris Intl Inc Common 718172109 19,667 281,000 SH   SOLE   281,000 0 0
Texas Instruments Inc Common 882508104 50,006 394,000 SH   SOLE   394,000 0 0
Thermo Fisher Scientific Inc Common 883556102 39,364 108,767 SH   SOLE   108,767 0 0
US Ecology Inc Common 91734M103 7,360 217,505 SH   SOLE   217,505 0 0
Waters Corp Common 941848103 20,648 114,500 SH   SOLE   114,500 0 0
Watsco Inc Common 942622200 47,736 268,784 SH   SOLE   268,784 0 0