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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M CompanyCOM88579Y1019,53247,987SH SOLE 0047,987
AFLAC IncCOM0010551029,060168,850SH SOLE 00168,850
AT&T IncCOM00206R1027,610264,410SH SOLE 00264,410
AbbVie IncCOM00287Y1098,81478,249SH SOLE 0078,249
Abbott LaboratoriesCOM00282410011,37298,090SH SOLE 0098,090
Accenture LtdCOMG1151C10117,31858,747SH SOLE 0058,747
AdobeCOM00724F10116,49928,172SH SOLE 0028,172
AgilentCOM00846U1012591,750SH SOLE 001,750
Air Products & ChemicalsCOM0091581066192,150SH SOLE 002,150
Alexion PharmaceuticalsCOM0153511094,00621,805SH SOLE 0021,805
Alibaba Group HoldingCOM01609W1022951,300SH SOLE 001,300
Alphabet Class ACOM02079K30521,5328,818SH SOLE 008,818
Alphabet Class CCOM02079K1071,253500SH SOLE 00500
Altria GroupCOM02209S1031,11523,378SH SOLE 0023,378
AmazonCOM02313510617,1564,987SH SOLE 004,987
American Electric PowerCOM0255371014,75056,150SH SOLE 0056,150
American Express CoCOM02581610916,959102,640SH SOLE 00102,640
American Tower REITCOM03027X1009,87036,537SH SOLE 0036,537
Amgen IncCOM03116210041,932172,028SH SOLE 00172,028
Anaplan IncCOM03272L10872813,665SH SOLE 0013,665
Apple IncCOM03783310071,629522,990SH SOLE 00522,990
Applied MaterialsCOM0382221054132,900SH SOLE 002,900
Arvinas IncCOM04335A1052,73335,500SH SOLE 0035,500
AutoZone IncCOM053332102597400SH SOLE 00400
Automatic DataCOM05301510313,28566,884SH SOLE 0066,884
BP PLC - Foreign TaxCOM05562210462223,555SH SOLE 0023,555
Bank Of AmericaCOM0605051042,44759,347SH SOLE 0059,347
Bank of HawaiiCOM0625401092112,500SH SOLE 002,500
Bank of N.Y.COM0640581002,74053,477SH SOLE 0053,477
Baxter IntlCOM0718131091,45518,075SH SOLE 0018,075
Becton Dickenson & CoCOM0758871092701,110SH SOLE 001,110
Berkshire Hathaway Cl BCOM1138091071,8936,810SH SOLE 006,810
Best BuyCOM0865161017,94869,129SH SOLE 0069,129
Biogen IdecCOM09062X1031,2583,634SH SOLE 003,634
Blackstone GroupCOM09260D1073303,400SH SOLE 003,400
BoeingCOM0970231056232,600SH SOLE 002,600
Boston ScientificCOM1011371072315,400SH SOLE 005,400
Bristol Myers Squibb CompanyCOM11012210817,892267,767SH SOLE 00267,767
Broadcom LtdCOM11135F101334700SH SOLE 00700
C H Robinsin WorldwideCOM12541W2093,21334,302SH SOLE 0034,302
CBOE Holdings IncCOM12503M1088857,435SH SOLE 007,435
CME GroupCOM12572Q1051,7738,335SH SOLE 008,335
CSX CorpCOM1264081032,79587,139SH SOLE 0087,139
CVS CorpCOM12665010011,905142,676SH SOLE 00142,676
Canadian National RailwayCOM1363751022952,800SH SOLE 002,800
Capital One FinancialCOM14040H10510,79769,795SH SOLE 0069,795
Cardinal HealthCOM14149Y10865911,537SH SOLE 0011,537
Carrier GlobalCOM14448C1042,38149,000SH SOLE 0049,000
CaterpillarCOM1491231013051,400SH SOLE 001,400
Cerner CorporationCOM1567821047,07590,520SH SOLE 0090,520
Charles Schwab CorpCOM8085131055,01768,900SH SOLE 0068,900
Chevron CorpCOM16676410013,426128,185SH SOLE 00128,185
Cisco Systems IncCOM17275R10217,040321,505SH SOLE 00321,505
CitigroupCOM1729674241,64123,200SH SOLE 0023,200
Coca-Cola CompanyCOM19121610076,0141,404,810SH SOLE 001,404,810
CognexCOM1924221033874,600SH SOLE 004,600
Colgate-Palmolive CompanyCOM1941621037,48992,059SH SOLE 0092,059
Comcast CorpCOM20030N10122,242390,078SH SOLE 00390,078
ConocoPhillipsCOM20825C10490414,850SH SOLE 0014,850
Constellation BrandsCOM21036P10813,97259,737SH SOLE 0059,737
CorningCOM21935010560214,720SH SOLE 0014,720
Corteva IncCOM22052L1047,806175,998SH SOLE 00175,998
Costco Wholesale CorpCOM22160K1057,63119,286SH SOLE 0019,286
Crown CastleCOM22822710410,34453,020SH SOLE 0053,020
CumminsCOM2310211067,63431,312SH SOLE 0031,312
Danaher CorpCOM2358511026632,472SH SOLE 002,472
Daseke IncCOM23753F1076510,000SH SOLE 0010,000
Deere & CompanyCOM24419910513,17437,350SH SOLE 0037,350
Devon EnergyCOM25179M1031,06036,300SH SOLE 0036,300
Diageo PLC ADR - Foreign taxCOM25243Q2054412,300SH SOLE 002,300
Dollar Tree IncCOM2567461086776,800SH SOLE 006,800
Dominion EnergyCOM25746U1097009,512SH SOLE 009,512
Doordash IncCOM25809K1058024,500SH SOLE 004,500
Dorman Products IncCOM2582781002,59225,000SH SOLE 0025,000
Dow ChemicalCOM2605571034,85276,677SH SOLE 0076,677
DuPont De Nemours & CoCOM26614N1024335,598SH SOLE 005,598
Duke Energy HldgCOM26441C2049,35394,743SH SOLE 0094,743
EBayCOM27864210381411,600SH SOLE 0011,600
Eastman ChemicalCOM2774321002922,500SH SOLE 002,500
Eaton CorpCOMG291831034,34929,349SH SOLE 0029,349
Edwards LifesciencesCOM28176E1086746,511SH SOLE 006,511
Electronic ArtsCOM2855121098,37658,232SH SOLE 0058,232
Emerson Electric CompanyCOM2910111046867,131SH SOLE 007,131
Energy Transfer LPCOM29273V10088683,327SH SOLE 0083,327
Enterprise Products PtrsCOM2937921071,72371,400SH SOLE 0071,400
Exxon MobilCOM30231G10211,680185,167SH SOLE 00185,167
Facebook IncCOM30303M1028,67924,961SH SOLE 0024,961
FactSet Research SystemsCOM3030751056,73120,055SH SOLE 0020,055
Fastenal CompanyCOM3119001047,485143,950SH SOLE 00143,950
FedExCOM31428X1061,6465,517SH SOLE 005,517
Fifth Third BancorpCOM31677310076920,114SH SOLE 0020,114
First EnergyCOM3379321073098,300SH SOLE 008,300
First Horizon NationalCOM32051710519011,001SH SOLE 0011,001
First Solar IncCOM3364331078159,000SH SOLE 009,000
FiservCOM33773810810,11294,606SH SOLE 0094,606
Ford MotorCOM34537086059740,150SH SOLE 0040,150
Fortive CorpCOM34959J1084,01457,550SH SOLE 0057,550
Fortune Brands Home & SecCOM34964C1063193,200SH SOLE 003,200
Freeport McMoRanCOM35671D8572236,000SH SOLE 006,000
Fulton FinancialCOM36027110018311,600SH SOLE 0011,600
General Electric CompanyCOM3696041032,234165,976SH SOLE 00165,976
General MillsCOM3703341049,689159,026SH SOLE 00159,026
Gilead SciencesCOM3755581036,38592,721SH SOLE 0092,721
Goldman SachsCOM38141G1041,8014,745SH SOLE 004,745
HP IncCOM40434L1053,613119,687SH SOLE 00119,687
Hasbro IncCOM4180561077,24876,680SH SOLE 0076,680
Hershey CompanyCOM4278661082261,300SH SOLE 001,300
Home DepotCOM4370761026,70721,031SH SOLE 0021,031
HoneywellCOM4385161066673,043SH SOLE 003,043
HumanaCOM4448591026751,525SH SOLE 001,525
Illinois Tool WorksCOM4523081095,66425,335SH SOLE 0025,335
Ingersoll-Rand PLCCOM45687V1062154,412SH SOLE 004,412
Intel CorpCOM45814010016,253289,512SH SOLE 00289,512
Intl Business Machines CorpCOM45920010117,884121,997SH SOLE 00121,997
Intl Flavors & FragCOM4595061018495,686SH SOLE 005,686
Intl PaperCOM4601461037,920129,173SH SOLE 00129,173
IntuitCOM46120210315,40231,421SH SOLE 0031,421
Intuitive Surgical IncCOM46120E602460500SH SOLE 00500
Iron MountainCOM46284V1012175,125SH SOLE 005,125
J P Morgan Chase & CoCOM46625H10023,125148,677SH SOLE 00148,677
Johnson & JohnsonCOM47816010428,231171,368SH SOLE 00171,368
KLA TencorCOM4824801003,43510,595SH SOLE 0010,595
Kimberly-ClarkCOM4943681036494,850SH SOLE 004,850
Kinder MorganCOM49456B10128015,337SH SOLE 0015,337
Kraft Heinz CoCOM5007541063097,573SH SOLE 007,573
L BrandsCOM5017971041,52821,200SH SOLE 0021,200
Lam Research CorpCOM5128071086,3319,730SH SOLE 009,730
Leidos Holdings Inc.COM5253271024044,000SH SOLE 004,000
Lilly Eli & CompanyCOM5324571086202,700SH SOLE 002,700
Linde PLCCOMG5494J1036,26021,655SH SOLE 0021,655
Lockheed MartinCOM5398301098,63222,814SH SOLE 0022,814
Lowes Companies IncCOM54866110720,726106,850SH SOLE 00106,850
LululemonCOM5500211094,07911,176SH SOLE 0011,176
MPLX LPCOM55336V10031410,600SH SOLE 0010,600
Marathon Petroleum CorpCOM56585A1022864,740SH SOLE 004,740
MastercardCOM57636Q1043,2648,940SH SOLE 008,940
Maxim Integrated ProdCOM57772K1016,64363,050SH SOLE 0063,050
McCormick and CoCOM5797802065306,000SH SOLE 006,000
McDonalds CorpCOM58013510117,02973,723SH SOLE 0073,723
Medtronic PlcCOMG5960L10313,404107,982SH SOLE 00107,982
Merck & Company IncCOM58933Y1058,693111,779SH SOLE 00111,779
Metlife IncCOM59156R1081,74529,150SH SOLE 0029,150
MicrochipCOM5950171043292,200SH SOLE 002,200
Micron TechnologyCOM5951121033744,400SH SOLE 004,400
Microsoft CorpCOM59491810461,959228,714SH SOLE 00228,714
Mondelez IntlCOM6092071051,67126,760SH SOLE 0026,760
Monster Beverage Corp.COM61174X1096,55071,700SH SOLE 0071,700
Moody's CorpCOM615369105217600SH SOLE 00600
NaturalShrimp IncCOM63902N1064195,000SH SOLE 0095,000
NextEra EnergyCOM65339F10110,275140,215SH SOLE 00140,215
Nike Inc Cl BCOM65410610317,912115,940SH SOLE 00115,940
Norfolk SouthernCOM6558441081,5395,800SH SOLE 005,800
Northrop Grumman CorpCOM6668071024,93013,564SH SOLE 0013,564
Novartis AGCOM66987V1095295,800SH SOLE 005,800
Novo Nordisk ADRCOM6701002055616,700SH SOLE 006,700
Nucor CorpCOM6703461053453,600SH SOLE 003,600
Nvidia CorpCOM67066G104400500SH SOLE 00500
Okta IncCOM6792951054,38017,900SH SOLE 0017,900
Oracle CorpCOM68389X10513,652175,380SH SOLE 00175,380
Organon & Co.COM68622V16330610,107SH SOLE 0010,107
Otis WorldwideCOM68902V1071,76021,528SH SOLE 0021,528
PNC FinlCOM6934751052501,310SH SOLE 001,310
Parker Hannifin CorpCOM701094104226736SH SOLE 00736
PayPal Hldg IncCOM70450Y10311,75840,339SH SOLE 0040,339
Paychex IncCOM7043261079,83991,695SH SOLE 0091,695
PepsiCoCOM7134481082,73818,480SH SOLE 0018,480
Petroleo BrasileiroCOM71654V40840633,200SH SOLE 0033,200
Pfizer IncCOM7170811039,820250,770SH SOLE 00250,770
Philip MorrisCOM7181721092,63926,630SH SOLE 0026,630
Phillips 66COM7185461045045,874SH SOLE 005,874
Pitney BowesCOM7244791009110,400SH SOLE 0010,400
ProLogis IncCOM74340W10313,748115,017SH SOLE 00115,017
Procter & Gamble CoCOM74271810939,357291,682SH SOLE 00291,682
Progress SoftwareCOM74331210047310,230SH SOLE 0010,230
Prudential FinancialCOM7443201021,19311,640SH SOLE 0011,640
Public Storage IncCOM74460D10913,74245,700SH SOLE 0045,700
Qualcomm IncCOM7475251034,27629,920SH SOLE 0029,920
Quantum Scape CorpCOM71467V1092,926100,000SH SOLE 00100,000
Quick-Med TechnologicsCOM74837Q1062100,577SH SOLE 00100,577
Raytheon Technologies CorpCOM75513E10113,521158,496SH SOLE 00158,496
Ross StoresCOM7782961034,41335,587SH SOLE 0035,587
Royal Dutch ShellCOM7802592063478,579SH SOLE 008,579
S&P Global Inc.COM78409V10451,922126,500SH SOLE 00126,500
SPDR S&P 500 TrustCOM78462F10312,65529,564SH SOLE 0029,564
Salesforce.com IncCOM79466L30219,55180,040SH SOLE 0080,040
Schrodinger IncCOM80810D1039,580126,700SH SOLE 00126,700
Science Applications Intl CorpCOM8086251073073,500SH SOLE 003,500
Sealed AirCOM81211K1005459,200SH SOLE 009,200
Shopify IncCOM82509L107438300SH SOLE 00300
Simon Property GroupCOM8288061095,50442,180SH SOLE 0042,180
Southern CoCOM8425871071,27221,020SH SOLE 0021,020
Sprouts Farmers Market Inc.COM85208M10224810,000SH SOLE 0010,000
Stanley Black & DeckerCOM8545021015,04724,620SH SOLE 0024,620
Starbucks CorpCOM85524410915,503138,653SH SOLE 00138,653
StrykerCOM8636671017,72529,742SH SOLE 0029,742
T Rowe Price Grp IncCOM74144T1081,5247,700SH SOLE 007,700
TJX CompaniesCOM87254010912,688188,200SH SOLE 00188,200
Tesla Motors IncCOM88160R1012,0393,000SH SOLE 003,000
Texas InstrumentsCOM88250810419,570101,768SH SOLE 00101,768
The New York Times CompanyCOM65011110749611,400SH SOLE 0011,400
The Travelers CompaniesCOM89417E1095,56937,200SH SOLE 0037,200
Thermo Fisher ScientificCOM883556102404800SH SOLE 00800
Trane Tech PLCCOMG8994E1036263,400SH SOLE 003,400
Trex Company IncCOM89531P1056546,400SH SOLE 006,400
Truist Financial CorporationCOM89832Q10919,704355,029SH SOLE 00355,029
U S BancorpCOM90297330410,326181,258SH SOLE 00181,258
UBS AGCOMH4209710757737,600SH SOLE 0037,600
Ulta Beauty IncCOM90384S3032,0055,800SH SOLE 005,800
Union Pacific CorpCOM90781810820,15491,637SH SOLE 0091,637
United Parcel Service Inc Cl BCOM91131210610,33749,703SH SOLE 0049,703
UnitedHealthCOM91324P10212,11230,247SH SOLE 0030,247
Vail Resorts IncCOM91879Q1094661,472SH SOLE 001,472
Valero EnergyCOM91913Y1001,16314,900SH SOLE 0014,900
Verizon Communications IncCOM92343V10414,452257,927SH SOLE 00257,927
Vertex PharmaceuticalCOM92532F10020,513101,735SH SOLE 00101,735
Visa Inc Cl ACOM92826C8393,09313,229SH SOLE 0013,229
Vontier CorpCOM9288811011,03731,820SH SOLE 0031,820
Wal-Mart Stores IncCOM931142103273,5751,939,972SH SOLE 001,939,972
Walt Disney CompanyCOM25468710623,174131,843SH SOLE 00131,843
Wells Fargo & CoCOM9497461011,80339,803SH SOLE 0039,803
Williams Cos Inc DelCOM96945710050419,000SH SOLE 0019,000
Woodward Governor CoCOM9807451032462,000SH SOLE 002,000
YUM BrandsCOM9884981017,66366,620SH SOLE 0066,620