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
Adobe Systems Inc COM 00724F101 45,872 155,684 SH   SOLE   155,684 0 0
AO Smith Corp COM 831865209 19,815 420,168 SH   SOLE   420,168 0 0
Apple Inc COM 037833100 195,515 987,849 SH   SOLE   987,849 0 0
Applied Materials Inc COM 038222105 38,796 863,855 SH   SOLE   863,855 0 0
Boeing Co/The COM 097023105 67,097 184,328 SH   SOLE   184,328 0 0
Cognizant Technology Solutions Corp COM 192446102 58,499 922,846 SH   SOLE   922,846 0 0
CoStar Group Inc COM 22160N109 9,467 17,087 SH   SOLE   17,087 0 0
Delta Air Lines Inc COM 247361702 11,611 204,599 SH   SOLE   204,599 0 0
Fastenal Co COM 311900104 53,519 1,642,184 SH   SOLE   1,642,184 0 0
Fortive Corp COM 34959J108 32,241 395,495 SH   SOLE   395,495 0 0
Illinois Tool Works Inc COM 452308109 39,890 264,506 SH   SOLE   264,506 0 0
Intel Corp COM 458140100 104,483 2,182,650 SH   SOLE   2,182,650 0 0
Knight-Swift Transportation Holdings Inc COM 499049104 66,159 2,014,574 SH   SOLE   2,014,574 0 0
Mastercard Inc COM 57636Q104 58,598 221,519 SH   SOLE   221,519 0 0
Microsoft Corp COM 594918104 330,328 2,465,867 SH   SOLE   2,465,867 0 0
NVIDIA Corp COM 67066G104 22,951 139,749 SH   SOLE   139,749 0 0
Oracle Corp COM 68389X105 40,283 707,104 SH   SOLE   707,104 0 0
Ritchie Bros Auctioneers Inc COM 767744105 13,564 408,305 SH   SOLE   408,305 0 0
Salesforce.com Inc COM 79466L302 40,910 269,626 SH   SOLE   269,626 0 0
Shopify Inc COM 82509L107 26,469 88,185 SH   SOLE   88,185 0 0
Snap-on Inc COM 833034101 20,187 121,875 SH   SOLE   121,875 0 0
Splunk Inc COM 848637104 5,546 44,105 SH   SOLE   44,105 0 0
Texas Instruments Inc COM 882508104 34,497 300,602 SH   SOLE   300,602 0 0
Union Pacific Corp COM 907818108 63,171 373,549 SH   SOLE   373,549 0 0
Visa Inc COM 92826C839 83,251 479,694 SH   SOLE   479,694 0 0
Wabtec Corp/DE COM 929740108 21,690 302,260 SH   SOLE   302,260 0 0
Xilinx Inc COM 983919101 27,022 229,153 SH   SOLE   229,153 0 0