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 64,595 372,651 SH   SOLE NONE 372,651 0 0
ACCENTURE PLC COM 00B4BNMY3 88,370 478,271 SH   SOLE NONE 478,271 0 0
ALBEMARLE CORP COM 012653101 78,278 1,105,968 SH   SOLE NONE 1,105,968 0 0
AMERISOURCEBERGEN CO COM 03073E105 62,499 733,038 SH   SOLE NONE 733,038 0 0
AMPHENOL CORP COM 032095101 79,357 825,177 SH   SOLE NONE 825,177 0 0
ANALOG DEVICES INC COM 032654105 83,573 740,437 SH   SOLE NONE 740,437 0 0
AON PLC COM 00B5BT0K0 85,463 442,858 SH   SOLE NONE 442,858 0 0
ATMOS ENERGY CORP COM 049560105 80,090 758,719 SH   SOLE NONE 758,719 0 0
AUTOZONE INC COM 053332102 93,554 85,090 SH   SOLE NONE 85,090 0 0
BALL CORP COM 058498106 96,697 1,381,586 SH   SOLE NONE 1,381,586 0 0
BAXTER INTERNATIONAL COM 071813109 85,206 1,037,585 SH   SOLE NONE 1,037,585 0 0
BECTON DICKINSON AND COM 075887109 77,554 307,743 SH   SOLE NONE 307,743 0 0
BOOKING HOLDINGS INC COM 09857L108 82,347 43,925 SH   SOLE NONE 43,925 0 0
CASEY'S GENERAL STOR COM 147528103 67,462 432,475 SH   SOLE NONE 432,475 0 0
COMCAST CORP COM 20030N101 81,096 1,918,076 SH   SOLE NONE 1,918,076 0 0
CVS HEALTH CORP COM 126650100 62,232 1,142,087 SH   SOLE NONE 1,142,087 0 0
DOLLAR GENERAL CORP COM 256677105 65,975 488,125 SH   SOLE NONE 488,125 0 0
ECOLAB INC COM 278865100 76,086 384,469 SH   SOLE NONE 384,469 0 0
FEDEX CORP COM 31428X106 78,366 475,406 SH   SOLE NONE 475,406 0 0
FLIR SYSTEMS INC COM 302445101 81,130 1,499,625 SH   SOLE NONE 1,499,625 0 0
FLOWSERVE CORP COM 34354P105 89,500 1,692,514 SH   SOLE NONE 1,692,514 0 0
ICON PLC COM 000571120 82,345 534,809 SH   SOLE NONE 534,809 0 0
KONTOOR BRANDS INC COM 50050N103 3,480 124,192 SH   SOLE NONE 124,192 0 0
METLIFE INC COM 59156R108 86,217 1,735,805 SH   SOLE NONE 1,735,805 0 0
MICROCHIP TECHNOLOGY COM 595017104 72,574 837,074 SH   SOLE NONE 837,074 0 0
NIKE INC CL B 654106103 76,122 904,379 SH   SOLE NONE 904,379 0 0
OLD DOMINION FREIGHT COM 679580100 83,030 556,280 SH   SOLE NONE 556,280 0 0
PEPSICO INC COM 713448108 86,122 656,766 SH   SOLE NONE 656,766 0 0
PPG INDUSTRIES INC COM 693506107 84,081 720,425 SH   SOLE NONE 720,425 0 0
STATE STREET BK COM 857477103 53,909 953,651 SH   SOLE NONE 953,651 0 0
THERMO FISHER SCIENT COM 883556102 89,937 306,043 SH   SOLE NONE 306,043 0 0
TJX COS INC THE COM 872540109 80,372 1,519,901 SH   SOLE NONE 1,519,901 0 0
TORCHMARK CORP COM 891027104 82,105 917,783 SH   SOLE NONE 917,783 0 0
ULTA BEAUTY INC COM 90384S303 86,926 250,588 SH   SOLE NONE 250,588 0 0
VF CORP COM 918204108 75,870 868,576 SH   SOLE NONE 868,576 0 0