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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Fastenal Company COM 311900104   1,956,054 30,200 SH   SOLE   30,200 0 0
Autodesk, Inc. COM 052769106   3,232,197 13,275 SH   SOLE   13,275 0 0
RPM International Inc. COM 749685103   966,604 8,659 SH   SOLE   8,659 0 0
Jack Henry & Associates, Inc. COM 426281101   1,802,903 11,033 SH   SOLE   11,033 0 0
H&R Block, Inc. COM 093671105   1,113,332 23,017 SH   SOLE   23,017 0 0
PulteGroup, Inc. COM 745867101   1,167,212 11,308 SH   SOLE   11,308 0 0
Euronet Worldwide, Inc. COM 298736109   793,956 7,823 SH   SOLE   7,823 0 0
UnitedHealth Group Incorporated COM 91324P102   9,046,860 17,184 SH   SOLE   17,184 0 0
Starbucks Corporation COM 855244109   1,418,452 14,774 SH   SOLE   14,774 0 0
Clorox Company COM 189054109   1,629,661 11,429 SH   SOLE   11,429 0 0
Scotts Miracle-Gro Company Class A COM 810186106   1,010,501 15,851 SH   SOLE   15,851 0 0
A. O. Smith Corporation COM 831865209   1,833,466 22,240 SH   SOLE   22,240 0 0
Tapestry, Inc. COM 876030107   1,012,790 27,514 SH   SOLE   27,514 0 0
Mueller Industries, Inc. COM 624756102   674,952 14,315 SH   SOLE   14,315 0 0
Accenture Plc Class A COM G1151C101   6,485,870 18,483 SH   SOLE   18,483 0 0
Bristol-Myers Squibb Company COM 110122108   5,249,526 102,310 SH   SOLE   102,310 0 0
Cheniere Energy, Inc. COM 16411R208   1,717,172 10,059 SH   SOLE   10,059 0 0
Chemed Corporation COM 16359R103   803,446 1,374 SH   SOLE   1,374 0 0
Manhattan Associates, Inc. COM 562750109   1,906,013 8,852 SH   SOLE   8,852 0 0
QUALCOMM Incorporated COM 747525103   2,375,258 16,423 SH   SOLE   16,423 0 0
Skyworks Solutions, Inc. COM 83088M102   1,969,486 17,519 SH   SOLE   17,519 0 0
National Beverage Corp. COM 635017106   636,366 12,799 SH   SOLE   12,799 0 0
3M Company COM 88579Y101   4,143,119 37,899 SH   SOLE   37,899 0 0
KB Home COM 48666K109   673,506 10,783 SH   SOLE   10,783 0 0
Neurocrine Biosciences, Inc. COM 64125C109   1,157,248 8,783 SH   SOLE   8,783 0 0
Expeditors International of Washington, Inc. COM 302130109   2,230,961 17,539 SH   SOLE   17,539 0 0
Cincinnati Financial Corporation COM 172062101   911,896 8,814 SH   SOLE   8,814 0 0
Lincoln Electric Holdings, Inc. COM 533900106   421,220 1,937 SH   SOLE   1,937 0 0
Rollins, Inc. COM 775711104   1,476,177 33,803 SH   SOLE   33,803 0 0
Fair Isaac Corporation COM 303250104   4,699,108 4,037 SH   SOLE   4,037 0 0
Automatic Data Processing, Inc. COM 053015103   4,171,095 17,904 SH   SOLE   17,904 0 0
Robert Half International Inc. COM 770323103   1,712,066 19,473 SH   SOLE   19,473 0 0
Gilead Sciences, Inc. COM 375558103   4,682,864 57,806 SH   SOLE   57,806 0 0
Juniper Networks, Inc. COM 48203R104   524,597 17,795 SH   SOLE   17,795 0 0
Erie Indemnity Company Class A COM 29530P102   1,255,280 3,748 SH   SOLE   3,748 0 0
Lennar Corporation Class A COM 526057104   2,036,781 13,666 SH   SOLE   13,666 0 0
International Business Machines Corporation COM 459200101   4,945,425 30,238 SH   SOLE   30,238 0 0
Amgen Inc. COM 031162100   2,475,532 8,595 SH   SOLE   8,595 0 0
Ross Stores, Inc. COM 778296103   2,637,575 19,059 SH   SOLE   19,059 0 0
Thor Industries, Inc. COM 885160101   512,141 4,331 SH   SOLE   4,331 0 0
Colgate-Palmolive Company COM 194162103   3,330,364 41,781 SH   SOLE   41,781 0 0
Exxon Mobil Corporation COM 30231G102   1,577,984 15,783 SH   SOLE   15,783 0 0
Masco Corporation COM 574599106   1,464,116 21,859 SH   SOLE   21,859 0 0
Toll Brothers, Inc. COM 889478103   979,280 9,527 SH   SOLE   9,527 0 0
Adobe Incorporated COM 00724F101   4,717,913 7,908 SH   SOLE   7,908 0 0
Valero Energy Corporation COM 91913Y100   2,030,600 15,620 SH   SOLE   15,620 0 0
MSC Industrial Direct Co., Inc. Class A COM 553530106   747,603 7,383 SH   SOLE   7,383 0 0
Netflix, Inc. COM 64110L106   1,655,392 3,400 SH   SOLE   3,400 0 0
T. Rowe Price Group COM 74144T108   2,100,817 19,508 SH   SOLE   19,508 0 0
Occidental Petroleum Corporation COM 674599105   1,842,949 30,865 SH   SOLE   30,865 0 0
Microchip Technology Incorporated COM 595017104   2,528,106 28,034 SH   SOLE   28,034 0 0
Landstar System, Inc. COM 515098101   1,202,760 6,211 SH   SOLE   6,211 0 0
Cadence Design Systems, Inc. COM 127387108   3,227,857 11,851 SH   SOLE   11,851 0 0
Lattice Semiconductor Corporation COM 518415104   1,497,566 21,707 SH   SOLE   21,707 0 0
Donaldson Company, Inc. COM 257651109   900,392 13,778 SH   SOLE   13,778 0 0
Apple Inc. COM 037833100   26,939,375 139,923 SH   SOLE   139,923 0 0
Sherwin-Williams Company COM 824348106   1,167,754 3,744 SH   SOLE   3,744 0 0
American Express Company COM 025816109   4,903,624 26,175 SH   SOLE   26,175 0 0
Agilent Technologies, Inc. COM 00846U101   1,904,016 13,695 SH   SOLE   13,695 0 0
AmerisourceBergen Corporation COM 03073E105   691,720 3,368 SH   SOLE   3,368 0 0
Abercrombie & Fitch Co. Class A COM 002896207   743,518 8,428 SH   SOLE   8,428 0 0
Williams-Sonoma, Inc. COM 969904101   1,350,514 6,693 SH   SOLE   6,693 0 0
Olin Corporation COM 680665205   712,140 13,200 SH   SOLE   13,200 0 0
SEI Investments Company COM 784117103   1,564,855 24,624 SH   SOLE   24,624 0 0
Skechers U.S.A., Inc. Class A COM 830566105   805,557 12,922 SH   SOLE   12,922 0 0
Cisco Systems, Inc. COM 17275R102   5,067,156 100,300 SH   SOLE   100,300 0 0
Electronic Arts Inc. COM 285512109   2,246,147 16,418 SH   SOLE   16,418 0 0
Kimberly-Clark Corporation COM 494368103   3,388,914 27,890 SH   SOLE   27,890 0 0
Nucor Corporation COM 670346105   2,660,724 15,288 SH   SOLE   15,288 0 0
Insperity, Inc. COM 45778Q107   1,359,166 11,595 SH   SOLE   11,595 0 0
Home Depot, Inc. COM 437076102   2,912,406 8,404 SH   SOLE   8,404 0 0
Intuit Inc. COM 461202103   1,778,210 2,845 SH   SOLE   2,845 0 0
Aflac Incorporated COM 001055102   880,522 10,673 SH   SOLE   10,673 0 0
Bath & Body Works, Inc. COM 070830104   1,378,660 31,943 SH   SOLE   31,943 0 0
Booking Holdings Inc. COM 09857L108   2,951,287 832 SH   SOLE   832 0 0
UFP Industries, Inc. COM 90278Q108   1,291,031 10,283 SH   SOLE   10,283 0 0
Paychex, Inc. COM 704326107   1,968,650 16,528 SH   SOLE   16,528 0 0
Applied Materials, Inc. COM 038222105   1,944,030 11,995 SH   SOLE   11,995 0 0
Vertex Pharmaceuticals Incorporated COM 92532F100   2,010,850 4,942 SH   SOLE   4,942 0 0
ConocoPhillips COM 20825C104   1,593,873 13,732 SH   SOLE   13,732 0 0
Teradata Corporation COM 88076W103   951,303 21,864 SH   SOLE   21,864 0 0
CVR Energy, Inc. COM 12662P108   829,917 27,390 SH   SOLE   27,390 0 0
Mastercard Incorporated Class A COM 57636Q104   5,374,453 12,601 SH   SOLE   12,601 0 0
Fortune Brands Home & Security, Inc. COM 34964C106   1,090,325 14,320 SH   SOLE   14,320 0 0
Chipotle Mexican Grill, Inc. COM 169656105   2,094,855 916 SH   SOLE   916 0 0
Alphabet Inc. Class A COM 02079K305   13,365,958 95,683 SH   SOLE   95,683 0 0
Commvault Systems, Inc. COM 204166102   1,962,234 24,574 SH   SOLE   24,574 0 0
Beacon Roofing Supply, Inc. COM 073685109   422,308 4,853 SH   SOLE   4,853 0 0
Altria Group, Inc. COM 02209S103   1,257,680 31,177 SH   SOLE   31,177 0 0
Pure Storage, Inc. Class A COM 74624M102   1,428,647 40,063 SH   SOLE   40,063 0 0
Crocs, Inc. COM 227046109   702,070 7,516 SH   SOLE   7,516 0 0
Trade Desk, Inc. Class A COM 88339J105   2,379,213 33,063 SH   SOLE   33,063 0 0
AbbVie, Inc. COM 00287Y109   9,126,493 58,892 SH   SOLE   58,892 0 0
Gartner, Inc. COM 366651107   3,692,786 8,186 SH   SOLE   8,186 0 0
Etsy, Inc. COM 29786A106   1,712,505 21,129 SH   SOLE   21,129 0 0
HF Sinclair Corporation COM 403949100   735,136 13,229 SH   SOLE   13,229 0 0
RingCentral, Inc. Class A COM 76680R206   447,427 13,179 SH   SOLE   13,179 0 0
Palo Alto Networks, Inc. COM 697435105   5,315,507 18,026 SH   SOLE   18,026 0 0
Enphase Energy, Inc. COM 29355A107   2,479,871 18,767 SH   SOLE   18,767 0 0
GoDaddy, Inc. Class A COM 380237107   1,672,975 15,759 SH   SOLE   15,759 0 0
Merck & Co., Inc. COM 58933Y105   5,591,200 51,286 SH   SOLE   51,286 0 0
Taylor Morrison Home Corporation COM 87724P106   1,155,881 21,666 SH   SOLE   21,666 0 0
Broadcom Inc. COM 11135F101   5,733,060 5,136 SH   SOLE   5,136 0 0
Live Nation Entertainment, Inc. COM 538034109   1,447,524 15,465 SH   SOLE   15,465 0 0
Hilton Worldwide Holdings Inc COM 43300A203   2,952,589 16,215 SH   SOLE   16,215 0 0
Builders FirstSource, Inc. COM 12008R107   3,512,084 21,038 SH   SOLE   21,038 0 0
Fortinet, Inc. COM 34959E109   3,743,403 63,957 SH   SOLE   63,957 0 0
Medpace Holdings, Inc. COM 58506Q109   3,005,527 9,805 SH   SOLE   9,805 0 0
C.H. Robinson Worldwide, Inc. COM 12541W209   1,746,201 20,213 SH   SOLE   20,213 0 0
Molina Healthcare, Inc. COM 60855R100   1,208,582 3,345 SH   SOLE   3,345 0 0
Halozyme Therapeutics, Inc. COM 40637H109   767,770 20,773 SH   SOLE   20,773 0 0
LyondellBasell Industries NV COM N53745100   1,745,003 18,353 SH   SOLE   18,353 0 0
CF Industries Holdings, Inc. COM 125269100   1,819,278 22,884 SH   SOLE   22,884 0 0
Advanced Drainage Systems, Inc. COM 00790R104   1,213,161 8,626 SH   SOLE   8,626 0 0
Jazz Pharmaceuticals Public Limited Company COM G50871105   523,242 4,254 SH   SOLE   4,254 0 0
Broadridge Financial Solutions, Inc. COM 11133T103   1,796,403 8,731 SH   SOLE   8,731 0 0
Vistra Corp. COM 92840M102   742,704 19,281 SH   SOLE   19,281 0 0
Visa Inc. Class A COM 92826C839   7,941,196 30,502 SH   SOLE   30,502 0 0
OneMain Holdings, Inc. COM 68268W103   559,699 11,376 SH   SOLE   11,376 0 0
Shift4 Payments, Inc. Class A COM 82452J109   1,135,692 15,277 SH   SOLE   15,277 0 0
Box, Inc. Class A COM 10316T104   1,450,115 56,623 SH   SOLE   56,623 0 0
Synchrony Financial COM 87165B103   2,236,826 58,571 SH   SOLE   58,571 0 0
Lantheus Holdings Inc COM 516544103   1,012,336 16,328 SH   SOLE   16,328 0 0
Splunk Inc. COM 848637104   550,441 3,613 SH   SOLE   3,613 0 0
DocuSign, Inc. COM 256163106   2,120,284 35,665 SH   SOLE   35,665 0 0
Meta Platforms Inc. Class A COM 30303M102   4,105,228 11,598 SH   SOLE   11,598 0 0
Keysight Technologies Inc COM 49338L103   557,770 3,506 SH   SOLE   3,506 0 0
Expedia Group, Inc. COM 30212P303   2,564,188 16,893 SH   SOLE   16,893 0 0
Atlassian Corp. Plc COM 049468101   2,816,976 11,843 SH   SOLE   11,843 0 0
ServiceNow, Inc. COM 81762P102   4,413,443 6,247 SH   SOLE   6,247 0 0
Qualys, Inc. COM 74758T303   1,706,066 8,692 SH   SOLE   8,692 0 0
Workday, Inc. Class A COM 98138H101   1,059,242 3,837 SH   SOLE   3,837 0 0
Nutanix, Inc. Class A COM 67059N108   1,195,874 25,076 SH   SOLE   25,076 0 0
Ferguson Plc COM G3421J106   1,783,581 9,238 SH   SOLE   9,238 0 0
Dropbox, Inc. Class A COM 26210C104   2,449,670 83,096 SH   SOLE   83,096 0 0
Zscaler, Inc. COM 98980G102   2,511,604 11,336 SH   SOLE   11,336 0 0
Tenable Holdings, Inc. COM 88025T102   760,681 16,515 SH   SOLE   16,515 0 0
Zoom Video Communications, Inc. Class A COM 98980L101   940,583 13,080 SH   SOLE   13,080 0 0
CrowdStrike Holdings, Inc. Class A COM 22788C105   2,977,542 11,662 SH   SOLE   11,662 0 0
Datadog Inc Class A COM 23804L103   1,914,891 15,776 SH   SOLE   15,776 0 0
BellRing Brands, Inc. COM 07831C103   914,650 16,501 SH   SOLE   16,501 0 0
Progyny, Inc. COM 74340E103   919,238 24,724 SH   SOLE   24,724 0 0
Match Group, Inc. COM 57667L107   1,535,263 42,062 SH   SOLE   42,062 0 0
Airbnb, Inc. Class A COM 009066101   2,367,883 17,393 SH   SOLE   17,393 0 0
Core & Main, Inc. Class A COM 21874C102   650,520 16,098 SH   SOLE   16,098 0 0