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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y1014,51828,204SH SOLE 28,20400
BRUNSWICK CORPCOM1170431092,97150,433SH SOLE 50,43300
CARLISLE COS INCCOM1423391001,95015,937SH SOLE 15,93700
CARMAX INCCOM1431301022,02422,023SH SOLE 22,02300
CHEVRON CORP NEWCOM1667641001,94126,956SH SOLE 26,95600
COLGATE PALMOLIVE COCOM1941621032,76935,892SH SOLE 35,89200
COMPANIA CERVECERIAS UNIDASSPONSORED ADR2044291045,862452,039SH SOLE 452,03900
COVETRUS INCCOM22304C1002,641108,243SH SOLE 108,24300
DENTSPLY SIRONA INCCOM24906P1091,93144,150SH SOLE 44,15000
EMERSON ELEC COCOM2910111044,53369,133SH SOLE 69,13300
FRANCO NEV CORPCOM3518581053,74626,843SH SOLE 26,84300
GRAINGER W W INCCOM3848021044,62212,956SH SOLE 12,95600
HENRY SCHEIN INCCOM8064071023,21954,767SH SOLE 54,76700
MCDONALDS CORPCOM5801351013,76017,129SH SOLE 17,12900
MICROSOFT CORPCOM5949181042,41111,462SH SOLE 11,46200
MOHAWK INDS INCCOM6081901049,50097,355SH SOLE 97,35500
OREILLY AUTOMOTIVE INCCOM67103H1076,22813,508SH SOLE 13,50800
PERRIGO CO PLCSHSG978221036,275136,687SH SOLE 136,68700
SCOTTS MIRACLE GRO COCL A8101861063,67624,040SH SOLE 24,04000
SONOCO PRODS COCOM8354951022,12841,673SH SOLE 41,67300
SPDR GOLD TRGOLD SHS78463V10716,97395,830SH SOLE 95,83000
TARGET CORPCOM87612E1064,30227,330SH SOLE 27,33000