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 |
| Adobe Systems Inc | COM | 00724F101 | 47,359 | 270,254 | SH | SOLE | 270,254 | 0 | 0 | ||
| Google Inc | COM | 02079K305 | 184,585 | 175,228 | SH | SOLE | 175,228 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 247,929 | 1,465,044 | SH | SOLE | 1,465,044 | 0 | 0 | ||
| Applied Materials Inc | COM | 038222105 | 51,131 | 1,000,217 | SH | SOLE | 1,000,217 | 0 | 0 | ||
| Canadian National Railway Co | COM | 136375102 | 16,274 | 197,265 | SH | SOLE | 197,265 | 0 | 0 | ||
| Caterpillar Inc | COM | 149123101 | 9,865 | 62,600 | SH | SOLE | 62,600 | 0 | 0 | ||
| Cognizant Technology Solutions Corp | COM | 192446102 | 88,302 | 1,243,341 | SH | SOLE | 1,243,341 | 0 | 0 | ||
| Facebook Inc | COM | 30303M102 | 85,439 | 484,183 | SH | SOLE | 484,183 | 0 | 0 | ||
| Fastenal Co | COM | 311900104 | 60,500 | 1,106,232 | SH | SOLE | 1,106,232 | 0 | 0 | ||
| Fortive Corp | COM | 34959J108 | 19,136 | 264,494 | SH | SOLE | 264,494 | 0 | 0 | ||
| JB Hunt Transport Services Inc | COM | 445658107 | 6,198 | 53,901 | SH | SOLE | 53,901 | 0 | 0 | ||
| Illinois Tool Works Inc | COM | 452308109 | 44,261 | 265,275 | SH | SOLE | 265,275 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 148,712 | 3,221,672 | SH | SOLE | 3,221,672 | 0 | 0 | ||
| Knight-Swift Transportation Holdings Inc | COM | 499049104 | 58,906 | 1,347,348 | SH | SOLE | 1,347,348 | 0 | 0 | ||
| MSC Industrial Direct Co Inc | COM | 553530106 | 26,871 | 277,994 | SH | SOLE | 277,994 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 68,184 | 450,479 | SH | SOLE | 450,479 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 292,653 | 3,421,238 | SH | SOLE | 3,421,238 | 0 | 0 | ||
| NVIDIA Corp | COM | 67066G104 | 15,574 | 80,488 | SH | SOLE | 80,488 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 57,146 | 1,208,676 | SH | SOLE | 1,208,676 | 0 | 0 | ||
| PayPal Holdings Inc | COM | 70450Y103 | 11,111 | 150,923 | SH | SOLE | 150,923 | 0 | 0 | ||
| Ritchie Bros Auctioneers Inc | COM | 767744105 | 14,345 | 479,300 | SH | SOLE | 479,300 | 0 | 0 | ||
| AO Smith Corp | COM | 831865209 | 5,275 | 86,085 | SH | SOLE | 86,085 | 0 | 0 | ||
| Snap-on Inc | COM | 833034101 | 56,188 | 322,367 | SH | SOLE | 322,367 | 0 | 0 | ||
| Stericycle Inc | COM | 858912108 | 30,490 | 448,441 | SH | SOLE | 448,441 | 0 | 0 | ||
| Texas Instruments Inc | COM | 882508104 | 42,295 | 404,972 | SH | SOLE | 404,972 | 0 | 0 | ||
| Union Pacific Corp | COM | 907818108 | 53,832 | 401,433 | SH | SOLE | 401,433 | 0 | 0 | ||
| United Technologies Corp | COM | 913017109 | 18,732 | 146,834 | SH | SOLE | 146,834 | 0 | 0 | ||
| Visa Inc | COM | 92826C839 | 78,271 | 686,468 | SH | SOLE | 686,468 | 0 | 0 | ||
| Xilinx Inc | COM | 983919101 | 58,203 | 863,288 | SH | SOLE | 863,288 | 0 | 0 | ||
| Johnson Controls International PLC | COM | G51502105 | 20,765 | 544,875 | SH | SOLE | 544,875 | 0 | 0 | ||