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
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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
Accenture Plc ADR G1151C101 4,293 15,540 SH   SOLE 0 15,540 0 0
AECOM COM 00766T100 2,704 42,175 SH   SOLE 0 42,175 0 0
Activision Blizzard, Inc. COM 00507V109 2,738 29,441 SH   SOLE 0 29,441 0 0
Adobe Inc. COM 00724F101 4,613 9,703 SH   SOLE 0 9,703 0 0
Air Products & Chemicals COM 009158106 2,797 9,943 SH   SOLE 0 9,943 0 0
Alphabet Inc. Class A COM 02079K305 14,180 6,875 SH   SOLE 0 6,875 0 0
Amazon.com Inc. COM 023135106 20,817 6,728 SH   SOLE 0 6,728 0 0
Amphenol Corp. COM 032095101 3,695 56,013 SH   SOLE 0 56,013 0 0
Apple Inc. COM 037833100 30,511 249,780 SH   SOLE 0 249,780 0 0
Baxter International COM 071813109 2,064 24,474 SH   SOLE 0 24,474 0 0
Best Buy Co., Inc. COM 086516101 3,640 31,704 SH   SOLE 0 31,704 0 0
Bristol-Myers Squibb Co. COM 110122108 3,323 52,644 SH   SOLE 0 52,644 0 0
CDW Corporation COM 12514G108 3,463 20,892 SH   SOLE 0 20,892 0 0
CSX Corporation COM 126408103 2,890 29,975 SH   SOLE 0 29,975 0 0
Cadence Design Systems, Inc. COM 127387108 3,813 27,836 SH   SOLE 0 27,836 0 0
Chemed Corporation COM 16359R103 2,865 6,230 SH   SOLE 0 6,230 0 0
Clorox Company COM 189054109 2,316 12,008 SH   SOLE 0 12,008 0 0
Costco Wholesale Corp COM 22160K105 2,677 7,596 SH   SOLE 0 7,596 0 0
EOG Resources Inc COM 26875P101 1,354 18,665 SH   SOLE 0 18,665 0 0
Enphase Energy, Inc. COM 29355A107 1,626 10,025 SH   SOLE 0 10,025 0 0
Estee Lauder Cos Inc COM 518439104 3,192 10,976 SH   SOLE 0 10,976 0 0
Etsy, Inc. COM 29786A106 2,634 13,060 SH   SOLE 0 13,060 0 0
Facebook, Inc. cl A COM 30303M102 8,830 29,981 SH   SOLE 0 29,981 0 0
General Motors Company COM 37045V100 2,933 51,044 SH   SOLE 0 51,044 0 0
Gentex Corporation COM 371901109 3,282 92,000 SH   SOLE 0 92,000 0 0
Hilton Worldwide Holdings Inc. COM 43300A203 1,539 12,729 SH   SOLE 0 12,729 0 0
Home Depot Inc. COM 437076102 5,972 19,564 SH   SOLE 0 19,564 0 0
Idexx Laboratories, Inc. COM 45168D104 2,917 5,962 SH   SOLE 0 5,962 0 0
Illinois Tool Works Inc. COM 452308109 2,964 13,380 SH   SOLE 0 13,380 0 0
Intuit Inc. COM 461202103 4,238 11,064 SH   SOLE 0 11,064 0 0
Johnson & Johnson COM 478160104 3,039 18,490 SH   SOLE 0 18,490 0 0
KLA Corporation COM 482480100 4,274 12,935 SH   SOLE 0 12,935 0 0
MarketAxess Corporation COM 57060D108 1,299 2,608 SH   SOLE 0 2,608 0 0
Mastercard Inc. COM 57636Q104 7,330 20,586 SH   SOLE 0 20,586 0 0
Mettler-Toledo Intl COM 592688105 4,540 3,928 SH   SOLE 0 3,928 0 0
Microsoft Corporation COM 594918104 26,522 112,492 SH   SOLE 0 112,492 0 0
NVIDIA Corp COM 67066G104 6,172 11,560 SH   SOLE 0 11,560 0 0
NVR Inc. COM 62944T105 2,991 635 SH   SOLE 0 635 0 0
Netflix Inc COM 64110L106 2,821 5,408 SH   SOLE 0 5,408 0 0
Nucor Corporation COM 670346105 3,291 41,005 SH   SOLE 0 41,005 0 0
Oracle Corporation COM 68389X105 4,554 64,893 SH   SOLE 0 64,893 0 0
PayPal Holdings, Inc. COM 70450Y103 5,937 24,449 SH   SOLE 0 24,449 0 0
PepsiCo, Inc. COM 713448108 4,384 30,992 SH   SOLE 0 30,992 0 0
Pfizer Inc. COM 717081103 2,726 75,247 SH   SOLE 0 75,247 0 0
Quanta Services Inc. COM 74762E102 2,626 29,850 SH   SOLE 0 29,850 0 0
ResMed Inc. COM 761152107 3,862 19,903 SH   SOLE 0 19,903 0 0
S&P Global Inc. COM 78409V104 3,336 9,454 SH   SOLE 0 9,454 0 0
Southwest Airlines Co. COM 844741108 1,802 29,512 SH   SOLE 0 29,512 0 0
Square, Inc. Class A COM 852234103 2,832 12,475 SH   SOLE 0 12,475 0 0
Tesla, Inc. COM 88160R101 6,638 9,938 SH   SOLE 0 9,938 0 0
Texas Instruments, Inc. COM 882508104 4,658 24,645 SH   SOLE 0 24,645 0 0
Thermo Fisher Scientific, Inc. COM 883556102 4,304 9,431 SH   SOLE 0 9,431 0 0
United Parcel Service Inc. COM 911312106 4,061 23,888 SH   SOLE 0 23,888 0 0
UnitedHealth Group, Inc. COM 91324P102 6,102 16,399 SH   SOLE 0 16,399 0 0
Veeva Systems Inc. COM 922475108 2,977 11,394 SH   SOLE 0 11,394 0 0
Vertex Pharmaceuticals COM 92532F100 2,255 10,495 SH   SOLE 0 10,495 0 0
Vulcan Materials Co COM 929160109 1,385 8,206 SH   SOLE 0 8,206 0 0
Walt Disney Company COM 254687106 1,501 8,133 SH   SOLE 0 8,133 0 0
WestRock Company COM 96145D105 3,608 69,325 SH   SOLE 0 69,325 0 0
Equinix Inc REIT 29444U700 2,959 4,354 SH   SOLE 0 4,354 0 0
ISHARES MSCI EAFE ETF ETF 464287465 205 2,700 SH   SOLE 0 2,700 0 0