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
Adobe Systems Inc COM 00724F101 43,551 291,935 SH   SOLE   291,935 0 0
AO Smith Corp COM 831865209 4,689 78,897 SH   SOLE   78,897 0 0
Apple Inc COM 037833100 243,833 1,582,096 SH   SOLE   1,582,096 0 0
Applied Materials Inc COM 038222105 56,269 1,080,222 SH   SOLE   1,080,222 0 0
Canadian National Railway Co COM 136375102 17,645 212,983 SH   SOLE   212,983 0 0
Cognizant Technology Solutions Corp COM 192446102 97,410 1,342,844 SH   SOLE   1,342,844 0 0
Facebook Inc COM 30303M102 82,277 481,519 SH   SOLE   481,519 0 0
Fastenal Co COM 311900104 54,457 1,194,756 SH   SOLE   1,194,756 0 0
Fortive Corp COM 34959J108 20,213 285,533 SH   SOLE   285,533 0 0
Google Inc COM 02079K305 184,272 189,245 SH   SOLE   189,245 0 0
Illinois Tool Works Inc COM 452308109 42,399 286,556 SH   SOLE   286,556 0 0
Intel Corp COM 458140100 132,495 3,479,379 SH   SOLE   3,479,379 0 0
JB Hunt Transport Services Inc COM 445658107 5,952 53,585 SH   SOLE   53,585 0 0
Johnson Controls International PLC COM G51502105 23,711 588,511 SH   SOLE   588,511 0 0
Knight-Swift Transportation Holdings Inc COM 499049104 59,831 1,439,981 SH   SOLE   1,439,981 0 0
Mastercard Inc COM 57636Q104 68,690 486,473 SH   SOLE   486,473 0 0
Microsoft Corp COM 594918104 275,232 3,694,889 SH   SOLE   3,694,889 0 0
MSC Industrial Direct Co Inc COM 553530106 22,690 300,253 SH   SOLE   300,253 0 0
Oracle Corp COM 68389X105 63,109 1,305,265 SH   SOLE   1,305,265 0 0
Ritchie Bros Auctioneers Inc COM 767744105 13,647 431,597 SH   SOLE   431,597 0 0
Snap-on Inc COM 833034101 51,871 348,103 SH   SOLE   348,103 0 0
Stericycle Inc COM 858912108 34,680 484,224 SH   SOLE   484,224 0 0
Texas Instruments Inc COM 882508104 39,212 437,438 SH   SOLE   437,438 0 0
Union Pacific Corp COM 907818108 50,271 433,486 SH   SOLE   433,486 0 0
United Technologies Corp COM 913017109 18,422 158,703 SH   SOLE   158,703 0 0
Visa Inc COM 92826C839 78,011 741,268 SH   SOLE   741,268 0 0
Xilinx Inc COM 983919101 66,039 932,367 SH   SOLE   932,367 0 0