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 | 48,432 | 181,740 | SH | SOLE | 181,740 | 0 | 0 | ||
| AO Smith Corp | COM | 831865209 | 26,451 | 496,076 | SH | SOLE | 496,076 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 241,066 | 1,269,101 | SH | SOLE | 1,269,101 | 0 | 0 | ||
| Applied Materials Inc | COM | 038222105 | 39,978 | 1,008,020 | SH | SOLE | 1,008,020 | 0 | 0 | ||
| Boeing Co/The | COM | 097023105 | 82,043 | 215,097 | SH | SOLE | 215,097 | 0 | 0 | ||
| Cognizant Technology Solutions Corp | COM | 192446102 | 78,019 | 1,076,866 | SH | SOLE | 1,076,866 | 0 | 0 | ||
| Fastenal Co | COM | 311900104 | 61,618 | 958,143 | SH | SOLE | 958,143 | 0 | 0 | ||
| Fortive Corp | COM | 34959J108 | 24,966 | 297,605 | SH | SOLE | 297,605 | 0 | 0 | ||
| Illinois Tool Works Inc | COM | 452308109 | 44,269 | 308,430 | SH | SOLE | 308,430 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 136,759 | 2,546,721 | SH | SOLE | 2,546,721 | 0 | 0 | ||
| Knight-Swift Transportation Holdings Inc | COM | 499049104 | 76,817 | 2,350,571 | SH | SOLE | 2,350,571 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 60,880 | 258,570 | SH | SOLE | 258,570 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 339,344 | 2,877,257 | SH | SOLE | 2,877,257 | 0 | 0 | ||
| NVIDIA Corp | COM | 67066G104 | 29,308 | 163,220 | SH | SOLE | 163,220 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 44,313 | 825,036 | SH | SOLE | 825,036 | 0 | 0 | ||
| PayPal Holdings Inc | COM | 70450Y103 | 13,549 | 130,476 | SH | SOLE | 130,476 | 0 | 0 | ||
| Ritchie Bros Auctioneers Inc | COM | 767744105 | 14,094 | 414,533 | SH | SOLE | 414,533 | 0 | 0 | ||
| Salesforce.com Inc | COM | 79466L302 | 38,922 | 245,766 | SH | SOLE | 245,766 | 0 | 0 | ||
| Shopify Inc | COM | 82509L107 | 21,272 | 102,951 | SH | SOLE | 102,951 | 0 | 0 | ||
| Snap-on Inc | COM | 833034101 | 43,671 | 279,013 | SH | SOLE | 279,013 | 0 | 0 | ||
| Texas Instruments Inc | COM | 882508104 | 37,187 | 350,588 | SH | SOLE | 350,588 | 0 | 0 | ||
| Union Pacific Corp | COM | 907818108 | 72,856 | 435,744 | SH | SOLE | 435,744 | 0 | 0 | ||
| United Technologies Corp | COM | 913017109 | 16,381 | 127,097 | SH | SOLE | 127,097 | 0 | 0 | ||
| Visa Inc | COM | 92826C839 | 87,439 | 559,828 | SH | SOLE | 559,828 | 0 | 0 | ||
| Xilinx Inc | COM | 983919101 | 33,883 | 267,236 | SH | SOLE | 267,236 | 0 | 0 | ||