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 97,065 553,332 SH   SOLE NONE 553,332 0 0
ACCENTURE PLC COM 00B4BNMY3 116,239 363,337 SH   SOLE NONE 363,337 0 0
ALBEMARLE CORP COM 012653101 117,537 535,820 SH   SOLE NONE 535,820 0 0
AMERICAN EXPRESS CO COM 025816109 110,251 658,099 SH   SOLE NONE 658,099 0 0
AMERISOURCEBERGEN CO COM 03073E105 113,381 949,192 SH   SOLE NONE 949,192 0 0
AMPHENOL CORP COM 032095101 116,099 1,582,272 SH   SOLE NONE 1,582,272 0 0
ANALOG DEVICES INC COM 032654105 108,674 648,875 SH   SOLE NONE 648,875 0 0
AON PLC COM 00BLP1HW5 131,950 461,736 SH   SOLE NONE 461,736 0 0
ATMOS ENERGY CORP COM 049560105 100,365 1,137,923 SH   SOLE NONE 1,137,923 0 0
AUTOZONE INC COM 053332102 121,330 71,455 SH   SOLE NONE 71,455 0 0
BALL CORP COM 058498106 121,943 1,355,373 SH   SOLE NONE 1,355,373 0 0
BAXTER INTERNATIONAL COM 071813109 99,683 1,235,082 SH   SOLE NONE 1,235,082 0 0
BECTON DICKINSON AND COM 075887109 109,720 444,839 SH   SOLE NONE 444,839 0 0
BOOKING HOLDINGS INC COM 09857L108 117,264 49,398 SH   SOLE NONE 49,398 0 0
CASEY'S GENERAL STOR COM 147528103 87,181 462,624 SH   SOLE NONE 462,624 0 0
COMCAST CORP COM 20030N101 105,959 1,894,492 SH   SOLE NONE 1,894,492 0 0
CVS HEALTH CORP COM 126650100 113,873 1,341,887 SH   SOLE NONE 1,341,887 0 0
DOLLAR GENERAL CORP COM 256677105 107,487 506,679 SH   SOLE NONE 506,679 0 0
ECOLAB INC COM 278865100 76,385 329,512 SH   SOLE NONE 329,512 0 0
FEDEX CORP COM 31428X106 81,560 370,659 SH   SOLE NONE 370,659 0 0
FLOWSERVE CORP COM 34354P105 38,864 908,339 SH   SOLE NONE 908,339 0 0
GLOBAL LIFE CORP COM 37959E102 84,517 949,314 SH   SOLE NONE 949,314 0 0
ICON PLC COM 000571120 134,831 514,581 SH   SOLE NONE 514,581 0 0
JACKSON FINANCIAL IN COM 46817M107 3,747 144,120 SH   SOLE NONE 144,120 0 0
METLIFE INC COM 59156R108 55,385 794,883 SH   SOLE NONE 794,883 0 0
MICROCHIP TECHNOLOGY COM 595017104 114,622 746,772 SH   SOLE NONE 746,772 0 0
MICROSOFT CORP COM 594918104 101,970 361,700 SH   SOLE NONE 361,700 0 0
NIKE INC CL B 654106103 100,922 693,601 SH   SOLE NONE 693,601 0 0
OLD DOMINION FREIGHT COM 679580100 122,973 430,007 SH   SOLE NONE 430,007 0 0
PEPSICO INC COM 713448108 112,512 742,728 SH   SOLE NONE 742,728 0 0
PPG INDUSTRIES INC COM 693506107 92,760 648,629 SH   SOLE NONE 648,629 0 0
STATE STREET BK COM 857477103 111,875 1,311,707 SH   SOLE NONE 1,311,707 0 0
STRYKER CORP COM 863667101 110,238 417,015 SH   SOLE NONE 417,015 0 0
TEXAS ROADHOUSE INC COM 882681109 18,266 200,000 SH   SOLE NONE 200,000 0 0
THERMO FISHER SCIENT COM 883556102 123,368 215,833 SH   SOLE NONE 215,833 0 0
TJX COS INC THE COM 872540109 106,921 1,620,510 SH   SOLE NONE 1,620,510 0 0
TRACTOR SUPPLY CO COM 892356106 119,463 589,618 SH   SOLE NONE 589,618 0 0
ULTA BEAUTY INC COM 90384S303 113,502 314,481 SH   SOLE NONE 314,481 0 0
VF CORP COM 918204108 88,612 1,322,760 SH   SOLE NONE 1,322,760 0 0
WOODWARD INC COM 980745103 47,327 418,081 SH   SOLE NONE 418,081 0 0