The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | COM | 88579Y101 | 8,362 | 42,506 | SH | SOLE | 0 | 15,675 | 0 | 26,831 | |
| Adobe Systems, Inc. | COM | 00724F101 | 10,805 | 44,317 | SH | SOLE | 0 | 16,350 | 0 | 27,967 | |
| Aetna | COM | 00817Y108 | 12,864 | 70,106 | SH | SOLE | 0 | 25,900 | 0 | 44,206 | |
| Aflac Inc. | COM | 001055102 | 4,773 | 110,955 | SH | SOLE | 0 | 41,025 | 0 | 69,930 | |
| Alphabet Inc. | COM | 02079K305 | 25,872 | 22,912 | SH | SOLE | 0 | 8,451 | 0 | 14,461 | |
| Amazon.com Inc. | COM | 023135106 | 26,678 | 15,695 | SH | SOLE | 0 | 5,803 | 0 | 9,892 | |
| Amphenol Corp. | COM | 032095101 | 4,705 | 53,989 | SH | SOLE | 0 | 19,950 | 0 | 34,039 | |
| Apple Inc. | COM | 037833100 | 35,725 | 192,991 | SH | SOLE | 0 | 71,273 | 0 | 121,718 | |
| Arista Networks | COM | 040413106 | 9,211 | 35,772 | SH | SOLE | 0 | 13,250 | 0 | 22,522 | |
| Ball Corp. | COM | 058498106 | 8,566 | 240,950 | SH | SOLE | 0 | 89,050 | 0 | 151,900 | |
| Baxter International | COM | 071813109 | 5,232 | 70,852 | SH | SOLE | 0 | 26,175 | 0 | 44,677 | |
| Becton Dickinson & Co. | COM | 075887109 | 5,215 | 21,769 | SH | SOLE | 0 | 8,062 | 0 | 13,707 | |
| BioMarin Pharmaceutical | COM | 09061G101 | 8,068 | 85,650 | SH | SOLE | 0 | 31,625 | 0 | 54,025 | |
| Boeing Co | COM | 097023105 | 10,191 | 30,375 | SH | SOLE | 0 | 11,234 | 0 | 19,141 | |
| Bristol-Myers Squibb Co | COM | 110122108 | 8,425 | 152,235 | SH | SOLE | 0 | 56,275 | 0 | 95,960 | |
| CSX Corp. | COM | 126408103 | 10,230 | 160,400 | SH | SOLE | 0 | 58,250 | 0 | 102,150 | |
| CarMax Inc. | COM | 143130102 | 9,699 | 133,106 | SH | SOLE | 0 | 49,150 | 0 | 83,956 | |
| Cintas Corp | COM | 172908105 | 5,973 | 32,275 | SH | SOLE | 0 | 12,050 | 0 | 20,225 | |
| Coca-Cola Co. | COM | 191216100 | 8,403 | 191,584 | SH | SOLE | 0 | 70,825 | 0 | 120,759 | |
| Constellation Brands, Inc. | COM | 21036P108 | 7,167 | 32,746 | SH | SOLE | 0 | 12,100 | 0 | 20,646 | |
| Corning Inc. | COM | 219350105 | 8,385 | 304,798 | SH | SOLE | 0 | 112,650 | 0 | 192,148 | |
| Deere & Company | COM | 244199105 | 10,479 | 74,954 | SH | SOLE | 0 | 27,750 | 0 | 47,204 | |
| Dollar Tree | COM | 256746108 | 4,251 | 50,007 | SH | SOLE | 0 | 18,500 | 0 | 31,507 | |
| DowDuPont Inc | COM | 26078J100 | 8,409 | 127,570 | SH | SOLE | 0 | 47,175 | 0 | 80,395 | |
| Edwards Life Sciences Corp. | COM | 28176E108 | 10,732 | 73,725 | SH | SOLE | 0 | 27,250 | 0 | 46,475 | |
| Electronic Arts, Inc. | COM | 285512109 | 12,484 | 88,527 | SH | SOLE | 0 | 32,800 | 0 | 55,727 | |
| Estee Lauder Companies | COM | 518439104 | 6,176 | 43,284 | SH | SOLE | 0 | 16,025 | 0 | 27,259 | |
| Facebook, Inc. | COM | 30303M102 | 16,512 | 84,973 | SH | SOLE | 0 | 31,425 | 0 | 53,548 | |
| Fortinet Inc | COM | 34959E109 | 5,631 | 90,200 | SH | SOLE | 0 | 33,325 | 0 | 56,875 | |
| Hilton Inc. | COM | 43300A203 | 8,266 | 104,425 | SH | SOLE | 0 | 38,707 | 0 | 65,718 | |
| Home Depot Inc | COM | 437076102 | 10,936 | 56,052 | SH | SOLE | 0 | 20,704 | 0 | 35,348 | |
| McDonald's Corp. | COM | 580135101 | 8,760 | 55,904 | SH | SOLE | 0 | 20,625 | 0 | 35,279 | |
| Microchip Technology | COM | 595017104 | 9,921 | 109,086 | SH | SOLE | 0 | 40,350 | 0 | 68,736 | |
| Microsoft Corp. | COM | 594918104 | 27,478 | 278,654 | SH | SOLE | 0 | 103,050 | 0 | 175,604 | |
| NVR Inc. | COM | 62944T105 | 4,699 | 1,582 | SH | SOLE | 0 | 591 | 0 | 991 | |
| NetApp, Inc. | COM | 64110D104 | 5,656 | 72,025 | SH | SOLE | 0 | 26,600 | 0 | 45,425 | |
| Nobel Energy Inc. | COM | 655044105 | 4,922 | 139,525 | SH | SOLE | 0 | 51,550 | 0 | 87,975 | |
| Nvidia Corp. | COM | 67066G104 | 9,900 | 41,788 | SH | SOLE | 0 | 15,450 | 0 | 26,338 | |
| O'Reilly Automotive | COM | 67103H107 | 5,205 | 19,025 | SH | SOLE | 0 | 7,000 | 0 | 12,025 | |
| PNC Financial Services | COM | 693475105 | 9,446 | 69,915 | SH | SOLE | 0 | 25,850 | 0 | 44,065 | |
| Parker-Hannifin Corp. | COM | 701094104 | 8,172 | 52,436 | SH | SOLE | 0 | 19,425 | 0 | 33,011 | |
| Pioneer Natural Resources | COM | 723787107 | 5,242 | 27,700 | SH | SOLE | 0 | 10,225 | 0 | 17,475 | |
| Red Hat, Inc. | COM | 756577102 | 8,827 | 65,695 | SH | SOLE | 0 | 24,275 | 0 | 41,420 | |
| S&P Global, Inc. | COM | 78409V104 | 12,057 | 59,135 | SH | SOLE | 0 | 21,850 | 0 | 37,285 | |
| Texas Instruments, Inc. | COM | 882508104 | 11,861 | 107,586 | SH | SOLE | 0 | 39,900 | 0 | 67,686 | |
| Total System Services, Inc. | COM | 891906109 | 10,433 | 123,441 | SH | SOLE | 0 | 45,625 | 0 | 77,816 | |
| Transunion | COM | 89400J107 | 5,274 | 73,625 | SH | SOLE | 0 | 27,200 | 0 | 46,425 | |
| United Healthcare | COM | 91324P102 | 11,674 | 47,582 | SH | SOLE | 0 | 17,600 | 0 | 29,982 | |
| Walt Disney Co | COM | 254687106 | 7,628 | 72,781 | SH | SOLE | 0 | 26,900 | 0 | 45,881 | |
| XPO Logistics | COM | 983793100 | 7,508 | 74,950 | SH | SOLE | 0 | 27,675 | 0 | 47,275 | |