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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   9,651,078 27,503 SH   SOLE   0 0 27,503
AIR PRODS & CHEMS INC COM 009158106   7,794,265 28,467 SH   SOLE   0 0 28,467
ALPHABET INC CAP STK CL C 02079K107   9,290,669 65,924 SH   SOLE   0 0 65,924
AMDOCS LTD SHS G02602103   8,308,154 94,529 SH   SOLE   0 0 94,529
AMETEK INC COM 031100100   9,620,672 58,346 SH   SOLE   0 0 58,346
AMPHENOL CORP NEW CL A 032095101   10,407,460 104,988 SH   SOLE   0 0 104,988
ANALOG DEVICES INC COM 032654105   9,474,688 47,717 SH   SOLE   0 0 47,717
AUTOMATIC DATA PROCESSING IN COM 053015103   5,341,536 22,928 SH   SOLE   0 0 22,928
AVERY DENNISON CORP COM 053611109   9,052,523 44,779 SH   SOLE   0 0 44,779
BECTON DICKINSON & CO COM 075887109   7,869,613 32,275 SH   SOLE   0 0 32,275
BOSTON SCIENTIFIC CORP COM 101137107   8,895,514 153,875 SH   SOLE   0 0 153,875
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   10,618,346 51,608 SH   SOLE   0 0 51,608
BROWN & BROWN INC COM 115236101   9,069,085 127,536 SH   SOLE   0 0 127,536
CACI INTL INC CL A 127190304   8,814,821 27,218 SH   SOLE   0 0 27,218
CARLISLE COS INC COM 142339100   9,693,141 31,025 SH   SOLE   0 0 31,025
CENTENE CORP DEL COM 15135B101   7,859,210 105,905 SH   SOLE   0 0 105,905
DARDEN RESTAURANTS INC COM 237194105   9,161,368 55,760 SH   SOLE   0 0 55,760
DECKERS OUTDOOR CORP COM 243537107   7,740,419 11,580 SH   SOLE   0 0 11,580
DOLLAR GEN CORP NEW COM 256677105   301,673 2,219 SH   SOLE   0 0 2,219
EATON CORP PLC SHS G29183103   9,009,076 37,410 SH   SOLE   0 0 37,410
EMCOR GROUP INC COM 29084Q100   10,233,571 47,503 SH   SOLE   0 0 47,503
FACTSET RESH SYS INC COM 303075105   9,653,107 20,235 SH   SOLE   0 0 20,235
FISERV INC COM 337738108   9,856,861 74,201 SH   SOLE   0 0 74,201
FRANKLIN ELEC INC COM 353514102   8,949,113 92,593 SH   SOLE   0 0 92,593
GALLAGHER ARTHUR J & CO COM 363576109   9,051,645 40,251 SH   SOLE   0 0 40,251
GENERAL DYNAMICS CORP COM 369550108   8,729,326 33,617 SH   SOLE   0 0 33,617
GENPACT LIMITED SHS G3922B107   7,006,075 201,846 SH   SOLE   0 0 201,846
GRACO INC COM 384109104   9,358,281 107,864 SH   SOLE   0 0 107,864
GRAINGER W W INC COM 384802104   9,578,828 11,559 SH   SOLE   0 0 11,559
HONEYWELL INTL INC COM 438516106   8,771,330 41,826 SH   SOLE   0 0 41,826
HUNT J B TRANS SVCS INC COM 445658107   9,010,471 45,111 SH   SOLE   0 0 45,111
ICON PLC SHS G4705A100   9,949,627 35,149 SH   SOLE   0 0 35,149
INTERCONTINENTAL EXCHANGE IN COM 45866F104   9,901,825 77,099 SH   SOLE   0 0 77,099
IQVIA HLDGS INC COM 46266C105   8,902,346 38,475 SH   SOLE   0 0 38,475
ITT INC COM 45073V108   10,485,722 87,879 SH   SOLE   0 0 87,879
JACOBS SOLUTIONS INC COM 46982L108   8,978,136 69,169 SH   SOLE   0 0 69,169
LEIDOS HOLDINGS INC COM 525327102   8,672,622 80,124 SH   SOLE   0 0 80,124
MARSH & MCLENNAN COS INC COM 571748102   8,889,175 46,916 SH   SOLE   0 0 46,916
MAXIMUS INC COM 577933104   2,999,001 35,762 SH   SOLE   0 0 35,762
MEDTRONIC PLC SHS G5960L103   7,837,386 95,137 SH   SOLE   0 0 95,137
NORFOLK SOUTHN CORP COM 655844108   1,882,058 7,962 SH   SOLE   0 0 7,962
PARKER-HANNIFIN CORP COM 701094104   10,225,237 22,195 SH   SOLE   0 0 22,195
PRIMERICA INC COM 74164M108   9,123,398 44,340 SH   SOLE   0 0 44,340
RB GLOBAL INC COM 74935Q107   9,029,949 134,997 SH   SOLE   0 0 134,997
REPUBLIC SVCS INC COM 760759100   8,713,020 52,835 SH   SOLE   0 0 52,835
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   8,495,940 139,027 SH   SOLE   0 0 139,027
STERIS PLC SHS USD G8473T100   8,956,249 40,738 SH   SOLE   0 0 40,738
STRYKER CORPORATION COM 863667101   9,265,592 30,941 SH   SOLE   0 0 30,941
TELEDYNE TECHNOLOGIES INC COM 879360105   9,037,373 20,250 SH   SOLE   0 0 20,250
TEXAS INSTRS INC COM 882508104   8,358,165 49,033 SH   SOLE   0 0 49,033
TEXAS ROADHOUSE INC COM 882681109   9,820,447 80,344 SH   SOLE   0 0 80,344
TJX COS INC NEW COM 872540109   9,470,213 100,951 SH   SOLE   0 0 100,951
TORO CO COM 891092108   8,185,163 85,271 SH   SOLE   0 0 85,271
TRACTOR SUPPLY CO COM 892356106   8,311,770 38,654 SH   SOLE   0 0 38,654
ULTA BEAUTY INC COM 90384S303   9,168,693 18,712 SH   SOLE   0 0 18,712
UNION PAC CORP COM 907818108   7,190,280 29,274 SH   OTR   0 0 29,274
UNITEDHEALTH GROUP INC COM 91324P102   8,468,796 16,086 SH   SOLE   0 0 16,086
VISA INC COM CL A 92826C839   9,412,173 36,152 SH   SOLE   0 0 36,152
WATSCO INC COM 942622200   9,931,078 23,178 SH   SOLE   0 0 23,178