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
AMPHENOL CORP NEW CL A 032095101 9,772 165,817 SH   SOLE   165,817 0 0
AON PLC SHS CL A G0408V102 9,532 99,164 SH   SOLE   99,164 0 0
BOEING CO COM 097023105 9,536 63,542 SH   SOLE   63,542 0 0
CVS HEALTH CORP COM 126650100 9,671 93,707 SH   SOLE   93,707 0 0
DISNEY WALT CO COM DISNEY 254687106 9,498 90,728 SH   SOLE   90,728 0 0
EQUIFAX INC COM 294429105 9,756 104,907 SH   SOLE   104,907 0 0
FASTENAL CO COM 311900104 9,843 237,525 SH   SOLE   237,525 0 0
HOME DEPOT INC COM 437076102 9,452 83,197 SH   SOLE   83,197 0 0
INGERSOLL-RAND PLC SHS G47791101 9,769 143,492 SH   SOLE   143,492 0 0
LINCOLN NATL CORP IND COM 534187109 9,649 167,928 SH   SOLE   167,928 0 0
MACYS INC COM 55616P104 9,964 153,726 SH   SOLE   153,726 0 0
MASTERCARD INC CL A 57636Q104 9,388 108,673 SH   SOLE   108,673 0 0
MOODYS CORP COM 615369105 10,270 98,944 SH   SOLE   98,944 0 0
ROSS STORES INC COM 778296103 9,571 92,168 SH   SOLE   92,168 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 9,173 133,791 SH   SOLE   133,791 0 0
SOUTHWEST AIRLS CO COM 844741108 9,465 213,655 SH   SOLE   213,655 0 0
TJX COS INC NEW COM 872540109 9,867 145,677 SH   SOLE   145,677 0 0
UNION PAC CORP COM 907818108 9,059 84,384 SH   SOLE   84,384 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,069 85,122 SH   SOLE   85,122 0 0