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
3M CO COM 88579Y101 60,343 384,804 SH   SOLE NONE 384,804 0 0
ACCENTURE PLC COM 00B4BNMY3 65,336 601,007 SH   SOLE NONE 601,007 0 0
ALBEMARLE CORP COM 012653101 77,985 1,021,493 SH   SOLE NONE 1,021,493 0 0
AMERISOURCEBERGEN CO COM 03073E105 42,289 588,320 SH   SOLE NONE 588,320 0 0
AMPHENOL CORP COM 032095101 64,754 1,118,519 SH   SOLE NONE 1,118,519 0 0
ANALOG DEVICES INC COM 032654105 57,563 1,003,707 SH   SOLE NONE 1,003,707 0 0
AON PLC CL A 00B5BT0K0 57,258 572,016 SH   SOLE NONE 572,016 0 0
ATMOS ENERGY CORP COM 049560105 29,053 438,421 SH   SOLE NONE 438,421 0 0
AUTOZONE INC COM 053332102 56,737 82,986 SH   SOLE NONE 82,986 0 0
BALL CORP COM 058498106 63,350 868,729 SH   SOLE NONE 868,729 0 0
BECTON DICKINSON AND COM 075887109 66,642 415,170 SH   SOLE NONE 415,170 0 0
CASEY'S GENERAL STOR COM 147528103 26,275 245,762 SH   SOLE NONE 245,762 0 0
CHEVRON CORP COM 166764100 54,850 598,919 SH   SOLE NONE 598,919 0 0
COLGATE-PALMOLIVE CO COM 194162103 59,676 904,550 SH   SOLE NONE 904,550 0 0
COMCAST CORP COM 20030N101 54,107 916,570 SH   SOLE NONE 916,570 0 0
CVS HEALTH CORP COM 126650100 51,581 651,390 SH   SOLE NONE 651,390 0 0
ECOLAB INC COM 278865100 59,204 545,047 SH   SOLE NONE 545,047 0 0
FEDEX CORP COM 31428X106 60,505 388,370 SH   SOLE NONE 388,370 0 0
FLIR SYSTEMS INC COM 302445101 46,974 1,680,110 SH   SOLE NONE 1,680,110 0 0
FLOWSERVE CORP COM 34354P105 56,611 1,313,629 SH   SOLE NONE 1,313,629 0 0
METLIFE INC COM 59156R108 47,204 1,193,962 SH   SOLE NONE 1,193,962 0 0
MICROCHIP TECHNOLOGY COM 595017104 72,054 1,303,096 SH   SOLE NONE 1,303,096 0 0
NIKE INC CL B 654106103 47,092 1,002,113 SH   SOLE NONE 1,002,113 0 0
OLD DOMINION FREIGHT COM 679580100 57,965 949,435 SH   SOLE NONE 949,435 0 0
PEPSICO INC COM 713448108 59,118 606,604 SH   SOLE NONE 606,604 0 0
STATE STREET BK COM 857477103 53,280 855,248 SH   SOLE NONE 855,248 0 0
THERMO FISHER SCIENT COM 883556102 62,365 440,211 SH   SOLE NONE 440,211 0 0
TJX COS INC THE COM 872540109 58,678 881,811 SH   SOLE NONE 881,811 0 0
TORCHMARK CORP COM 891027104 52,788 928,513 SH   SOLE NONE 928,513 0 0
VALSPAR CORP THE COM 920355104 67,846 718,826 SH   SOLE NONE 718,826 0 0
VF CORP COM 918204108 43,106 864,271 SH   SOLE NONE 864,271 0 0
WALT DISNEY CO THE COM DISNEY 254687106 48,445 586,287 SH   SOLE NONE 586,287 0 0
WW GRAINGER INC COM 384802104 49,972 249,772 SH   SOLE NONE 249,772 0 0
YUM! BRANDS INC COM 988498101 55,252 683,759 SH   SOLE NONE 683,759 0 0