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
ABBOTT LABORATORIES COM 002824100 5,706 48,300 SH   SOLE   8,300 0 40,000
AGILENT TECHNOLOGIES COM 00846U101 1,166 7,400 SH   SOLE   7,400 0 0
ALBEMARLE COM 012653101 5,496 25,100 SH   SOLE   5,100 0 20,000
AMGEN COM 031162100 680 3,200 SH   SOLE   3,200 0 0
AMPHENOL CL A 032095101 5,302 72,400 SH   SOLE   14,400 0 58,000
ANALOG DEVICES COM 032654105 502 3,000 SH   SOLE   3,000 0 0
BIOGEN COM 09062X103 877 3,100 SH   SOLE   3,100 0 0
BOOKING HOLDINGS COM 09857L108 5,460 2,300 SH   SOLE   400 0 1,900
BRISTOL MYERS SQUIBB COM 110122108 828 14,000 SH   SOLE   14,000 0 0
CABOT OIL & GAS COM 127097103 3,830 176,000 SH   SOLE   33,000 0 143,000
CERNER COM 156782104 4,591 65,100 SH   SOLE   11,600 0 53,500
COGNIZANT CL A 192446102 490 6,600 SH   SOLE   6,600 0 0
CONSTELLATION BRANDS CL A 21036P108 4,509 21,400 SH   SOLE   4,000 0 17,400
COPART INC COM 217204106 652 4,700 SH   SOLE   4,700 0 0
COVETRUS COM 22304C100 52 2,880 SH   SOLE   2,880 0 0
DOLLAR TREE COM 256746108 5,073 53,000 SH   SOLE   10,000 0 43,000
ECOLAB COM 278865100 5,382 25,800 SH   SOLE   4,400 0 21,400
ELECTRONIC ARTS COM 285512109 5,178 36,400 SH   SOLE   6,400 0 30,000
EOG RESOURCES COM 26875P101 3,789 47,200 SH   SOLE   7,700 0 39,500
ESTEE LAUDER CL A 518439104 540 1,800 SH   SOLE   1,800 0 0
EXXON MOBIL COM 30231G102 894 15,200 SH   SOLE   15,200 0 0
FASTENAL COM 311900104 6,627 128,400 SH   SOLE   23,400 0 105,000
FEDEX COM 31428X106 768 3,500 SH   SOLE   3,500 0 0
FLEETCOR TECHNOLOGIES COM 339041105 5,225 20,000 SH   SOLE   3,500 0 16,500
GILEAD SCIENCES COM 375558103 894 12,800 SH   SOLE   12,800 0 0
HASBRO COM 418056107 803 9,000 SH   SOLE   9,000 0 0
HENRY SCHEIN COM 806407102 685 9,000 SH   SOLE   9,000 0 0
HORMEL FOODS COM 440452100 451 11,000 SH   SOLE   11,000 0 0
INTEL COM 458140100 5,173 97,100 SH   SOLE   16,700 0 80,400
IPG PHOTONICS COM 44980X109 3,754 23,700 SH   SOLE   3,700 0 20,000
J.B. HUNT TRANSPORTATION COM 445658107 5,468 32,700 SH   SOLE   5,700 0 27,000
L3HARRIS TECHNOLOGIES COM 502431109 925 4,200 SH   SOLE   4,200 0 0
LINDE SHS G5494J103 5,252 17,900 SH   SOLE   3,100 0 14,800
LITTELFUSE COM 537008104 3,553 13,000 SH   SOLE   2,000 0 11,000
MAXIMUS COM 577933104 316 3,800 SH   SOLE   3,800 0 0
MEDTRONIC SHS G5960L103 5,027 40,100 SH   SOLE   7,600 0 32,500
MICROSOFT COM 594918104 8,232 29,200 SH   SOLE   6,700 0 22,500
NIKE CL B 654106103 4,284 29,500 SH   SOLE   0 0 29,500
PAYCHEX COM 704326107 5,375 47,800 SH   SOLE   6,800 0 41,000
RAYTHEON TECHNOLOGIES COM 75513E101 997 11,600 SH   SOLE   11,600 0 0
SCHLUMBERGER COM 806857108 3,592 121,200 SH   SOLE   19,200 0 102,000
STRYKER COM 863667101 5,485 20,800 SH   SOLE   3,800 0 17,000
TJX COMPANIES COM 872540109 5,443 82,500 SH   SOLE   13,500 0 69,000
ULTA BEAUTY COM 90384S303 5,053 14,000 SH   SOLE   3,000 0 11,000
UNITEDHEALTH GROUP COM 91324P102 1,368 3,500 SH   SOLE   3,500 0 0