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 67,668 433,795 SH   SOLE NONE 433,795 0 0
ACCENTURE PLC COM 00B4BNMY3 109,807 511,396 SH   SOLE NONE 511,396 0 0
ALBEMARLE CORP COM 012653101 99,513 1,282,468 SH   SOLE NONE 1,282,468 0 0
AMERICAN EXPRESS CO COM 025816109 17,136 180,000 SH   SOLE NONE 180,000 0 0
AMERISOURCEBERGEN CO COM 03073E105 73,557 729,945 SH   SOLE NONE 729,945 0 0
AMPHENOL CORP COM 032095101 91,380 951,276 SH   SOLE NONE 951,276 0 0
ANALOG DEVICES INC COM 032654105 108,886 887,854 SH   SOLE NONE 887,854 0 0
AON PLC COM 00BLP1HW5 98,134 509,520 SH   SOLE NONE 509,520 0 0
ATMOS ENERGY CORP COM 049560105 90,325 907,055 SH   SOLE NONE 907,055 0 0
AUTOZONE INC COM 053332102 105,281 93,324 SH   SOLE NONE 93,324 0 0
BALL CORP COM 058498106 107,807 1,551,408 SH   SOLE NONE 1,551,408 0 0
BAXTER INTERNATIONAL COM 071813109 101,014 1,169,893 SH   SOLE NONE 1,169,893 0 0
BECTON DICKINSON AND COM 075887109 84,865 353,515 SH   SOLE NONE 353,515 0 0
BOOKING HOLDINGS INC COM 09857L108 81,240 51,019 SH   SOLE NONE 51,019 0 0
CASEY'S GENERAL STOR COM 147528103 69,439 464,410 SH   SOLE NONE 464,410 0 0
COMCAST CORP COM 20030N101 90,581 2,310,153 SH   SOLE NONE 2,310,153 0 0
CVS HEALTH CORP COM 126650100 93,513 1,439,327 SH   SOLE NONE 1,439,327 0 0
DOLLAR GENERAL CORP COM 256677105 125,392 658,190 SH   SOLE NONE 658,190 0 0
ECOLAB INC COM 278865100 108,934 546,255 SH   SOLE NONE 546,255 0 0
FEDEX CORP COM 31428X106 78,147 554,746 SH   SOLE NONE 554,746 0 0
FLIR SYSTEMS INC COM 302445101 60,686 1,495,834 SH   SOLE NONE 1,495,834 0 0
FLOWSERVE CORP COM 34354P105 48,674 1,694,764 SH   SOLE NONE 1,694,764 0 0
GLOBAL LIFE CORP COM 37959E102 70,693 952,346 SH   SOLE NONE 952,346 0 0
ICON PLC COM 000571120 89,592 531,830 SH   SOLE NONE 531,830 0 0
METLIFE INC COM 59156R108 73,785 2,020,405 SH   SOLE NONE 2,020,405 0 0
MICROCHIP TECHNOLOGY COM 595017104 101,739 966,095 SH   SOLE NONE 966,095 0 0
NIKE INC CL B 654106103 102,172 1,039,447 SH   SOLE NONE 1,039,447 0 0
OLD DOMINION FREIGHT COM 679580100 129,398 763,002 SH   SOLE NONE 763,002 0 0
PEPSICO INC COM 713448108 98,658 740,216 SH   SOLE NONE 740,216 0 0
PPG INDUSTRIES INC COM 693506107 88,419 833,672 SH   SOLE NONE 833,672 0 0
STATE STREET BK COM 857477103 71,137 1,110,300 SH   SOLE NONE 1,110,300 0 0
STRYKER CORP COM 863667101 87,004 481,309 SH   SOLE NONE 481,309 0 0
THERMO FISHER SCIENT COM 883556102 113,078 311,888 SH   SOLE NONE 311,888 0 0
TJX COS INC THE COM 872540109 85,897 1,698,903 SH   SOLE NONE 1,698,903 0 0
TRACTOR SUPPLY CO COM 892356106 141,564 1,074,160 SH   SOLE NONE 1,074,160 0 0
ULTA BEAUTY INC COM 90384S303 76,779 377,440 SH   SOLE NONE 377,440 0 0
VF CORP COM 918204108 67,784 1,112,302 SH   SOLE NONE 1,112,302 0 0
WOODWARD INC COM 980745103 32,643 420,931 SH   SOLE NONE 420,931 0 0