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 57,345 420,076 SH   SOLE NONE 420,076 0 0
ACCENTURE PLC COM 00B4BNMY3 81,573 499,648 SH   SOLE NONE 499,648 0 0
ALBEMARLE CORP COM 012653101 70,810 1,248,607 SH   SOLE NONE 1,248,607 0 0
AMERISOURCEBERGEN CO COM 03073E105 64,600 729,945 SH   SOLE NONE 729,945 0 0
AMPHENOL CORP COM 032095101 67,779 927,194 SH   SOLE NONE 927,194 0 0
ANALOG DEVICES INC COM 032654105 77,847 868,342 SH   SOLE NONE 868,342 0 0
AON PLC COM 00BLP1HW5 82,080 497,331 SH   SOLE NONE 497,331 0 0
ATMOS ENERGY CORP COM 049560105 88,025 887,085 SH   SOLE NONE 887,085 0 0
AUTOZONE INC COM 053332102 77,270 91,336 SH   SOLE NONE 91,336 0 0
BALL CORP COM 058498106 100,314 1,551,408 SH   SOLE NONE 1,551,408 0 0
BAXTER INTERNATIONAL COM 071813109 95,212 1,169,893 SH   SOLE NONE 1,169,893 0 0
BECTON DICKINSON AND COM 075887109 79,675 345,708 SH   SOLE NONE 345,708 0 0
BOOKING HOLDINGS INC COM 09857L108 66,616 49,517 SH   SOLE NONE 49,517 0 0
CASEY'S GENERAL STOR COM 147528103 61,530 464,410 SH   SOLE NONE 464,410 0 0
COMCAST CORP COM 20030N101 78,045 2,254,987 SH   SOLE NONE 2,254,987 0 0
CVS HEALTH CORP COM 126650100 83,426 1,406,132 SH   SOLE NONE 1,406,132 0 0
DOLLAR GENERAL CORP COM 256677105 99,393 658,190 SH   SOLE NONE 658,190 0 0
ECOLAB INC COM 278865100 85,350 546,255 SH   SOLE NONE 546,255 0 0
FEDEX CORP COM 31428X106 65,570 538,186 SH   SOLE NONE 538,186 0 0
FLIR SYSTEMS INC COM 302445101 47,702 1,495,834 SH   SOLE NONE 1,495,834 0 0
FLOWSERVE CORP COM 34354P105 40,827 1,694,764 SH   SOLE NONE 1,694,764 0 0
GLOBAL LIFE CORP COM 37959E102 68,540 952,346 SH   SOLE NONE 952,346 0 0
ICON PLC COM 000571120 72,329 531,830 SH   SOLE NONE 531,830 0 0
KONTOOR BRANDS INC COM 50050N103 2,346 122,403 SH   SOLE NONE 122,403 0 0
METLIFE INC COM 59156R108 59,892 1,959,165 SH   SOLE NONE 1,959,165 0 0
MICROCHIP TECHNOLOGY COM 595017104 63,814 941,212 SH   SOLE NONE 941,212 0 0
NIKE INC CL B 654106103 84,273 1,015,861 SH   SOLE NONE 1,015,861 0 0
OLD DOMINION FREIGHT COM 679580100 100,152 763,002 SH   SOLE NONE 763,002 0 0
PEPSICO INC COM 713448108 89,526 740,216 SH   SOLE NONE 740,216 0 0
PPG INDUSTRIES INC COM 693506107 67,859 811,715 SH   SOLE NONE 811,715 0 0
STATE STREET BK COM 857477103 57,873 1,075,908 SH   SOLE NONE 1,075,908 0 0
STRYKER CORP COM 863667101 77,957 466,628 SH   SOLE NONE 466,628 0 0
THERMO FISHER SCIENT COM 883556102 88,512 311,888 SH   SOLE NONE 311,888 0 0
TJX COS INC THE COM 872540109 79,118 1,654,842 SH   SOLE NONE 1,654,842 0 0
TRACTOR SUPPLY CO COM 892356106 97,161 1,149,160 SH   SOLE NONE 1,149,160 0 0
ULTA BEAUTY INC COM 90384S303 64,536 367,310 SH   SOLE NONE 367,310 0 0
VF CORP COM 918204108 58,178 1,075,777 SH   SOLE NONE 1,075,777 0 0
WOODWARD INC COM 980745103 25,020 420,931 SH   SOLE NONE 420,931 0 0