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 65,930 373,711 SH   SOLE NONE 373,711 0 0
ACCENTURE PLC COM 00B4BNMY3 100,880 479,082 SH   SOLE NONE 479,082 0 0
ALBEMARLE CORP COM 012653101 81,431 1,109,300 SH   SOLE NONE 1,109,300 0 0
AMERISOURCEBERGEN CO COM 03073E105 62,439 734,405 SH   SOLE NONE 734,405 0 0
AMPHENOL CORP COM 032095101 89,713 826,997 SH   SOLE NONE 826,997 0 0
ANALOG DEVICES INC COM 032654105 88,082 741,181 SH   SOLE NONE 741,181 0 0
AON PLC COM 00B5BT0K0 92,422 443,718 SH   SOLE NONE 443,718 0 0
ATMOS ENERGY CORP COM 049560105 85,112 760,882 SH   SOLE NONE 760,882 0 0
AUTOZONE INC COM 053332102 101,531 85,226 SH   SOLE NONE 85,226 0 0
BALL CORP COM 058498106 89,440 1,383,021 SH   SOLE NONE 1,383,021 0 0
BAXTER INTERNATIONAL COM 071813109 87,239 1,040,547 SH   SOLE NONE 1,040,547 0 0
BECTON DICKINSON AND COM 075887109 84,112 308,375 SH   SOLE NONE 308,375 0 0
BOOKING HOLDINGS INC COM 09857L108 90,479 44,056 SH   SOLE NONE 44,056 0 0
CASEY'S GENERAL STOR COM 147528103 69,060 434,367 SH   SOLE NONE 434,367 0 0
COMCAST CORP COM 20030N101 86,502 1,923,552 SH   SOLE NONE 1,923,552 0 0
CVS HEALTH CORP COM 126650100 84,999 1,144,147 SH   SOLE NONE 1,144,147 0 0
DOLLAR GENERAL CORP COM 256677105 91,373 585,801 SH   SOLE NONE 585,801 0 0
ECOLAB INC COM 278865100 74,602 385,620 SH   SOLE NONE 385,620 0 0
FEDEX CORP COM 31428X106 72,413 476,841 SH   SOLE NONE 476,841 0 0
FLIR SYSTEMS INC COM 302445101 78,308 1,503,899 SH   SOLE NONE 1,503,899 0 0
FLOWSERVE CORP COM 34354P105 84,800 1,697,355 SH   SOLE NONE 1,697,355 0 0
GLOBAL LIFE CORP COM 37959E102 96,805 919,762 SH   SOLE NONE 919,762 0 0
ICON PLC COM 000571120 92,210 535,388 SH   SOLE NONE 535,388 0 0
KONTOOR BRANDS INC COM 50050N103 5,140 122,403 SH   SOLE NONE 122,403 0 0
METLIFE INC COM 59156R108 88,727 1,740,766 SH   SOLE NONE 1,740,766 0 0
MICROCHIP TECHNOLOGY COM 595017104 87,826 838,675 SH   SOLE NONE 838,675 0 0
NIKE INC CL B 654106103 92,034 906,247 SH   SOLE NONE 906,247 0 0
OLD DOMINION FREIGHT COM 679580100 105,761 557,282 SH   SOLE NONE 557,282 0 0
PEPSICO INC COM 713448108 90,645 658,640 SH   SOLE NONE 658,640 0 0
PPG INDUSTRIES INC COM 693506107 96,297 721,381 SH   SOLE NONE 721,381 0 0
STATE STREET BK COM 857477103 76,158 956,517 SH   SOLE NONE 956,517 0 0
THERMO FISHER SCIENT COM 883556102 99,449 305,942 SH   SOLE NONE 305,942 0 0
TJX COS INC THE COM 872540109 93,013 1,523,304 SH   SOLE NONE 1,523,304 0 0
TRACTOR SUPPLY CO COM 892356106 69,945 748,550 SH   SOLE NONE 748,550 0 0
ULTA BEAUTY INC COM 90384S303 63,615 251,303 SH   SOLE NONE 251,303 0 0
VF CORP COM 918204108 86,808 871,046 SH   SOLE NONE 871,046 0 0
WOODWARD INC COM 980745103 46,311 391,007 SH   SOLE NONE 391,007 0 0