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 | 7,176 | 34,056 | SH | SOLE | 0 | 12,275 | 0 | 21,781 | |
| Adobe Inc. | COM | 00724F101 | 9,574 | 35,467 | SH | SOLE | 0 | 12,800 | 0 | 22,667 | |
| Aetna | COM | 00817Y108 | 9,226 | 45,481 | SH | SOLE | 0 | 16,425 | 0 | 29,056 | |
| Alphabet Inc. | COM | 02079K305 | 22,141 | 18,343 | SH | SOLE | 0 | 6,609 | 0 | 11,734 | |
| Amazon.com Inc. | COM | 023135106 | 25,184 | 12,573 | SH | SOLE | 0 | 4,543 | 0 | 8,030 | |
| Amphenol Corp. | COM | 032095101 | 4,065 | 43,239 | SH | SOLE | 0 | 15,625 | 0 | 27,614 | |
| Apple Inc. | COM | 037833100 | 34,892 | 154,566 | SH | SOLE | 0 | 55,773 | 0 | 98,793 | |
| Ball Corp. | COM | 058498106 | 8,488 | 192,950 | SH | SOLE | 0 | 69,750 | 0 | 123,200 | |
| Baxter International | COM | 071813109 | 4,373 | 56,727 | SH | SOLE | 0 | 20,475 | 0 | 36,252 | |
| Becton Dickinson & Co. | COM | 075887109 | 4,553 | 17,444 | SH | SOLE | 0 | 6,312 | 0 | 11,132 | |
| BioMarin Pharmaceutical | COM | 09061G101 | 6,652 | 68,600 | SH | SOLE | 0 | 24,775 | 0 | 43,825 | |
| Boeing Co | COM | 097023105 | 9,046 | 24,325 | SH | SOLE | 0 | 8,809 | 0 | 15,516 | |
| Bristol-Myers Squibb Co | COM | 110122108 | 7,570 | 121,935 | SH | SOLE | 0 | 44,050 | 0 | 77,885 | |
| CSX Corp. | COM | 126408103 | 9,608 | 129,750 | SH | SOLE | 0 | 46,900 | 0 | 82,850 | |
| CarMax Inc. | COM | 143130102 | 7,960 | 106,606 | SH | SOLE | 0 | 38,475 | 0 | 68,131 | |
| Cintas Corp | COM | 172908105 | 5,099 | 25,775 | SH | SOLE | 0 | 9,450 | 0 | 16,325 | |
| Constellation Brands, Inc. | COM | 21036P108 | 5,654 | 26,221 | SH | SOLE | 0 | 9,475 | 0 | 16,746 | |
| Corning Inc. | COM | 219350105 | 8,614 | 244,023 | SH | SOLE | 0 | 88,175 | 0 | 155,848 | |
| Deere & Company | COM | 244199105 | 9,024 | 60,029 | SH | SOLE | 0 | 21,725 | 0 | 38,304 | |
| Dollar Tree | COM | 256746108 | 3,265 | 40,032 | SH | SOLE | 0 | 14,475 | 0 | 25,557 | |
| DowDuPont Inc | COM | 26078J100 | 6,571 | 102,170 | SH | SOLE | 0 | 36,925 | 0 | 65,245 | |
| Edwards Life Sciences Corp. | COM | 28176E108 | 10,281 | 59,050 | SH | SOLE | 0 | 21,325 | 0 | 37,725 | |
| Electronic Arts, Inc. | COM | 285512109 | 5,480 | 45,477 | SH | SOLE | 0 | 16,425 | 0 | 29,052 | |
| Estee Lauder Companies | COM | 518439104 | 5,037 | 34,659 | SH | SOLE | 0 | 12,550 | 0 | 22,109 | |
| Facebook, Inc. | COM | 30303M102 | 11,195 | 68,073 | SH | SOLE | 0 | 24,600 | 0 | 43,473 | |
| Fortinet Inc | COM | 34959E109 | 6,664 | 72,225 | SH | SOLE | 0 | 26,100 | 0 | 46,125 | |
| Hilton Inc. | COM | 43300A203 | 6,755 | 83,617 | SH | SOLE | 0 | 30,282 | 0 | 53,335 | |
| Home Depot Inc | COM | 437076102 | 9,301 | 44,902 | SH | SOLE | 0 | 16,204 | 0 | 28,698 | |
| Illumina, Inc. | COM | 452327109 | 4,607 | 12,550 | SH | SOLE | 0 | 4,525 | 0 | 8,025 | |
| Kraft Heintz Co. | COM | 500754106 | 3,589 | 65,125 | SH | SOLE | 0 | 23,550 | 0 | 41,575 | |
| McDonald's Corp. | COM | 580135101 | 7,491 | 44,779 | SH | SOLE | 0 | 16,150 | 0 | 28,629 | |
| Michael Kors Holdings | COM | G60754101 | 4,093 | 59,700 | SH | SOLE | 0 | 21,550 | 0 | 38,150 | |
| Microchip Technology | COM | 595017104 | 6,894 | 87,361 | SH | SOLE | 0 | 31,575 | 0 | 55,786 | |
| Microsoft Corp. | COM | 594918104 | 25,525 | 223,179 | SH | SOLE | 0 | 80,650 | 0 | 142,529 | |
| NVR Inc. | COM | 62944T105 | 3,135 | 1,269 | SH | SOLE | 0 | 465 | 0 | 804 | |
| NetApp, Inc. | COM | 64110D104 | 4,954 | 57,675 | SH | SOLE | 0 | 20,825 | 0 | 36,850 | |
| Nobel Energy Inc. | COM | 655044105 | 3,485 | 111,725 | SH | SOLE | 0 | 40,375 | 0 | 71,350 | |
| Nvidia Corp. | COM | 67066G104 | 9,404 | 33,463 | SH | SOLE | 0 | 12,100 | 0 | 21,363 | |
| O'Reilly Automotive | COM | 67103H107 | 5,288 | 15,225 | SH | SOLE | 0 | 5,475 | 0 | 9,750 | |
| PNC Financial Services | COM | 693475105 | 7,622 | 55,965 | SH | SOLE | 0 | 20,225 | 0 | 35,740 | |
| Parker-Hannifin Corp. | COM | 701094104 | 7,722 | 41,986 | SH | SOLE | 0 | 15,200 | 0 | 26,786 | |
| Pioneer Natural Resources | COM | 723787107 | 3,863 | 22,175 | SH | SOLE | 0 | 8,000 | 0 | 14,175 | |
| Red Hat, Inc. | COM | 756577102 | 7,168 | 52,595 | SH | SOLE | 0 | 19,000 | 0 | 33,595 | |
| S&P Global, Inc. | COM | 78409V104 | 9,249 | 47,335 | SH | SOLE | 0 | 17,100 | 0 | 30,235 | |
| Salesforce.com Inc | COM | 79466L302 | 9,295 | 58,450 | SH | SOLE | 0 | 21,125 | 0 | 37,325 | |
| Texas Instruments, Inc. | COM | 882508104 | 9,244 | 86,161 | SH | SOLE | 0 | 31,225 | 0 | 54,936 | |
| Total System Services, Inc. | COM | 891906109 | 9,760 | 98,841 | SH | SOLE | 0 | 35,725 | 0 | 63,116 | |
| Transunion | COM | 89400J107 | 4,338 | 58,950 | SH | SOLE | 0 | 21,300 | 0 | 37,650 | |
| United Healthcare | COM | 91324P102 | 10,138 | 38,107 | SH | SOLE | 0 | 13,775 | 0 | 24,332 | |
| Walt Disney Co | COM | 254687106 | 6,815 | 58,281 | SH | SOLE | 0 | 21,050 | 0 | 37,231 | |
| XPO Logistics | COM | 983793100 | 6,853 | 60,025 | SH | SOLE | 0 | 21,675 | 0 | 38,350 | |